{"id":59549,"date":"2025-04-21T18:27:00","date_gmt":"2025-04-21T15:27:00","guid":{"rendered":"https:\/\/economic.karpat.in.ua\/?p=59549"},"modified":"2025-04-21T13:06:07","modified_gmt":"2025-04-21T10:06:07","slug":"mi-lesz-az-amerikaiakkal-ha-elfogy-a-botox","status":"publish","type":"post","link":"https:\/\/economic.karpat.in.ua\/?p=59549&lang=hu","title":{"rendered":"Mi lesz az amerikaiakkal, ha elfogy a botox?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>A gy\u00f3gyszerpiacot eddig elker\u00fclte a v\u00e1mh\u00e1bor\u00fa, de Trump eln\u00f6k m\u00e1r k\u00f6z\u00f6lte, hogy hamarosan ezen a ter\u00fcleten is l\u00e9pni fog. Az \u00cdrorsz\u00e1gban gy\u00e1rtott botox \u00e9s a szint\u00e9n eur\u00f3pai Galderma m\u00e1ris s\u00falyos \u00e1rfolyamvesztes\u00e9geket szenvedett el.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A m\u00falt h\u00e9t v\u00e1mh\u00e1bor\u00fas z\u0171rzavara \u00fajabb r\u00e1ncokat v\u00e9sett a homlokokra. Azok sz\u00e1m\u00e1ra, akik injekt\u00e1lhat\u00f3 eszt\u00e9tikai szereket \u2013 \u00e9rtsd: botoxot \u00e9s hasonl\u00f3 k\u00e9sz\u00edtm\u00e9nyeket \u2013 haszn\u00e1lnak arra, hogy kisim\u00edts\u00e1k a szarkal\u00e1baikat, \u00fajabb komplik\u00e1ci\u00f3 \u00e1llhat el\u0151 \u2013 \u00edrja a Financial Times.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/botox.jpg\" alt=\"\" class=\"wp-image-59550\" srcset=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/botox.jpg 1024w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/botox-300x200.jpg 300w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/botox-768x512.jpg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">A Donald Trump \u00e1ltal bejelentett \u00fagynevezett k\u00f6lcs\u00f6n\u00f6s v\u00e1mok egyel\u0151re nem vonatkoznak a gy\u00f3gyszeripari term\u00e9kekre. Az eln\u00f6k azonban k\u00f6z\u00f6lte, hogy hamarosan a gy\u00f3gyszeripar is ter\u00edt\u00e9kre ker\u00fcl \u2013 egyb\u0151l be is p\u00e1nikolt a szektor. M\u00e9g azt k\u00f6vet\u0151en is, hogy az amerikai eln\u00f6k 90 napos sz\u00fcnetet hirdetett a k\u00f6lcs\u00f6n\u00f6s v\u00e1mint\u00e9zked\u00e9sek v\u00e9grehajt\u00e1s\u00e1ban, \u00cdrorsz\u00e1g \u2013 ahol t\u00f6bbek k\u00f6z\u00f6tt a botoxot is gy\u00e1rtj\u00e1k \u2013 aggodalm\u00e1t fejezte ki amiatt, hogy a gy\u00f3gyszerek belekeveredhetnek a kereskedelmi h\u00e1bor\u00faba.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Szakadnak az \u00e1rfolyamok<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A befektet\u0151k is nyugtalanok. Az Atlanti-\u00f3ce\u00e1n t\u00fals\u00f3 \u00e9s innens\u0151 partj\u00e1n m\u0171k\u00f6d\u0151 gy\u00f3gyszeripari v\u00e1llalatok r\u00e9szv\u00e9nyei egyar\u00e1nt vesztes\u00e9geket szenvedtek el. A sz\u00e9ps\u00e9gipari term\u00e9kek piac\u00e1n \u00e9rdekelt c\u00e9gek k\u00f6z\u00fcl t\u00f6bben k\u00fcl\u00f6n\u00f6sen rosszul j\u00e1rtak: a botox tulajdonosa, az AbbVie, valamint a szint\u00e9n ezen a piacon tev\u00e9kenyked\u0151 Galderma is k\u00f6r\u00fclbel\u00fcl 20 sz\u00e1zal\u00e9kos \u00e1rfolyamvesztes\u00e9get szenvedett el \u00e1prilis 2. \u00f3ta. A Galderma, amelyet 2019-ben v\u00e1lasztottak le a Nestl\u00e9r\u0151l, \u00e9s amelynek t\u0151zsd\u00e9re l\u00e9p\u00e9se 2024 egyik legnagyobb eur\u00f3pai nyilv\u00e1nos r\u00e9szv\u00e9nykibocs\u00e1t\u00e1sa volt, febru\u00e1ri cs\u00facsa \u00f3ta \u00e9rt\u00e9k\u00e9nek t\u00f6bb mint 35 sz\u00e1zal\u00e9k\u00e1t elvesz\u00edtette.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"781\" height=\"430\" src=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/tablazat.png\" alt=\"\" class=\"wp-image-59551\" srcset=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/tablazat.png 781w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/tablazat-300x165.png 300w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/04\/tablazat-768x423.png 768w\" sizes=\"auto, (max-width: 781px) 100vw, 781px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Botoxgondok<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A t\u00f6lt\u0151anyagok \u00e9s neuromodul\u00e1torok \u2013 p\u00e9ld\u00e1ul a botox \u00e9s a Galderma riv\u00e1lis term\u00e9ke, a Dysport \u2013 k\u00fcl\u00f6n\u00f6sen s\u00falyosan \u00e9rintettek lehetnek, ha a gy\u00f3gyszeripar is c\u00e9lkeresztbe ker\u00fclne egy \u00fajabb v\u00e1mh\u00e1bor\u00fas hull\u00e1mban. Az RBC Capital becsl\u00e9se szerint az amerikai eszt\u00e9tikai injekci\u00f3s piac \u00e9rt\u00e9k\u00e9nek t\u00f6bb mint 90 sz\u00e1zal\u00e9k\u00e1t importb\u00f3l fedezik.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A gy\u00e1rt\u00e1s nagy r\u00e9sze Eur\u00f3p\u00e1ban zajlik: a Dysport p\u00e9ld\u00e1ul az Egyes\u00fclt Kir\u00e1lys\u00e1gban k\u00e9sz\u00fcl. Sz\u00e1mos term\u00e9ket D\u00e9l-Kore\u00e1ban \u00e1ll\u00edtanak el\u0151. R\u00e1ad\u00e1sul az Egyes\u00fclt \u00c1llamok a szektor bev\u00e9teleinek jelent\u0151s r\u00e9sz\u00e9t adja.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024-ben a Galderma 4,4 milli\u00e1rd doll\u00e1ros nett\u00f3 \u00e1rbev\u00e9tel\u00e9nek 41 sz\u00e1zal\u00e9ka sz\u00e1rmazott az amerikai piacr\u00f3l.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A gy\u00e1rt\u00e1s \u00e1thelyez\u00e9se \u2013 k\u00fcl\u00f6n\u00f6sen a neuromodul\u00e1torok eset\u00e9ben \u2013 lass\u00fa \u00e9s bonyolult folyamat, mivel e term\u00e9kek el\u0151\u00e1ll\u00edt\u00e1sa nagyon szigor\u00faan szab\u00e1lyozott. \u00cdgy, ha a gy\u00f3gyszeripar is c\u00e9lpontt\u00e1 v\u00e1lik Trump v\u00e1mkamp\u00e1ny\u00e1ban, az val\u00f3sz\u00edn\u0171leg j\u00f3kora \u00e1remelked\u00e9sekhez vezetne. Ezzel egy id\u0151ben viszont az amerikai \u00e9rt\u00e9kes\u00edt\u00e9sek is visszaeshetnek.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">A fogy\u00f3k\u00far\u00e1z\u00f3kban mindig lehet b\u00edzni<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Mindazon\u00e1ltal tov\u00e1bbra is j\u00f3 okok vannak arra, hogy az eszt\u00e9tikai injekci\u00f3k piac\u00e1ban b\u00edzni lehessen. Az egyik ilyen az \u00fagynevezett \u201eOzempic-arc\u201d jelens\u00e9g \u2013 vagyis az elh\u00edz\u00e1s elleni gy\u00f3gyszerek haszn\u00e1l\u00f3in\u00e1l jelentkez\u0151 arcmegereszked\u00e9s.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Az USA-n k\u00edv\u00fcli elad\u00e1sok is n\u00f6vekednek. M\u00edg a Galderma amerikai forgalma tavaly stagn\u00e1lt, m\u00e1s piacokon 15 sz\u00e1zal\u00e9kos n\u00f6veked\u00e9st \u00e9rtek el 2023-hoz k\u00e9pest. \u00c1m miel\u0151tt a befektet\u0151k \u00fajra visszat\u00e9rn\u00e9nek a \u201esz\u00e9ps\u00e9gszalonba\u201d, el\u0151bb a v\u00e1mokkal kapcsolatos aggodalmakat kell kisim\u00edtani.<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><strong><a href=\"https:\/\/www.vg.hu\/nemzetkozi-gazdasag\/2025\/04\/botox-gyogyszeripar-vamhaboru?utm_source=hirstart&amp;utm_medium=referral&amp;utm_campaign=hiraggregator\" target=\"_blank\" rel=\"noreferrer noopener\">(vg.hu)<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A gy\u00f3gyszerpiacot eddig elker\u00fclte a v\u00e1mh\u00e1bor\u00fa, de Trump eln\u00f6k m\u00e1r k\u00f6z\u00f6lte, hogy hamarosan ezen a ter\u00fcleten is l\u00e9pni fog. Az \u00cdrorsz\u00e1gban gy\u00e1rtott botox \u00e9s a szint\u00e9n eur\u00f3pai Galderma m\u00e1ris s\u00falyos \u00e1rfolyamvesztes\u00e9geket szenvedett el.<\/p>\n","protected":false},"author":12,"featured_media":59550,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41,49,39],"tags":[632688,246,28519],"class_list":["post-59549","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cikkek","category-hirek","category-vilag","tag-botox","tag-usa","tag-vamhaboru"],"_links":{"self":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/59549","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=59549"}],"version-history":[{"count":1,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/59549\/revisions"}],"predecessor-version":[{"id":59552,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/59549\/revisions\/59552"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/media\/59550"}],"wp:attachment":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=59549"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=59549"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=59549"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}