印度合同药物制造商派拉姆制药有限公司（Piramal Pharma Ltd.）正在削减对中国原材料的敞口，以此降低集中风险，因为全球各国正寻求多元化关键药品供应链。
Indian contract drug manufacturer Piramal Pharma Ltd. has cut its exposure to Chinese raw materials in a bid to reduce concentration risk, as countries globally look to diversify critical drug supply chains.
派拉姆制药公司董事长南迪尼·派拉姆（Nandini Piramal）在周二于新德里举行的彭博新经济论坛（Bloomberg’s New Economy Forum）期间对《国会山报》主持人哈斯琳达·阿敏（Haslinda Amin）表示：“我们一直在努力的一件事是限制我们对中国的敞口。”她补充说：“我们已经把它降到个位数了。”但未作进一步说明。
“One of the things that we worked really hard on is limiting our exposure to China,” Nandini Piramal, chairperson at Piramal Pharma told Haslinda Amin on the sidelines of Bloomberg’s New Economy Forum in New Delhi on Tuesday. “We’ve gotten it down to single-digits,” she said without elaborating.
派拉姆是众多正日益寻求减少对中国医药原料和制造依赖的全球药企之一，近年来地缘政治紧张局势加剧，供应链反复受阻。
Piramal is among global drugmakers increasingly seeking to reduce their reliance on China for pharmaceutical ingredients and manufacturing, amid rising geopolitical tensions and repeated disruptions to supply chains in recent years.
随着各国寻求多元化并将供应链从中国转移出去，前英国首相里希·苏纳克（Rishi Sunak）在论坛小组讨论中表示，印度“有可能成为巨大受益者”。“我们在关键矿产方面已经吸取了教训——不能依赖单一国家，尤其是中国。”他说。“关键起始材料或仅从中国单一来源的活性药物成分也存在类似依赖，这带来了新风险。这意味着我们在关键领域缺乏韧性。”苏纳克表示。
As countries look to diversify and move supply chains away from China, India can “be a massive beneficiary,” former UK Prime Minister Rishi Sunak said during a panel at the forum. “We have kind of learnt from the experience in critical minerals in not having a dependence on one country and China.”“There is a similar dependence in key starting materials or the active pharmaceutical ingredients that are single sourced from China and that is a new risk. That is lack of resilience in a critical area for all of us,” Sunak said.
“如果你有一个像印度这样的可信赖伙伴，它可以为你提供这种韧性。”派拉姆表示，其公司超过一半的收入来自合同制造业务，他还指出，持续的全球动荡——尤其是中东局势——推高了药品原材料成本，使该行业的经济形势更加复杂。
“If you have a trusted partner like India, it can provide that resilience for you.”Piramal, whose firm derives over half its revenue from its contract manufacturing business, also said that the continuing global turmoil, especially in the Middle East, has driven up the cost of drug raw materials, complicating the sector’s economics.
总部位于孟买的派拉姆制药公司也受到美国第232条关税的影响，该政策对许多专利药及其相关成分征收100%的关税税率，而公司40%的收入来源于北美。该公司股票今年已上涨12.8%，在Nifty Pharma指数中的表现仅为中等水平。
The Mumbai-based drugmaker firm is also affected by the Section 232 tariffs in the US, which apply a 100% tariff rate to many patented drugs and associated ingredients, with 40% of its revenue derived from North America. The drugmaker’s stock has risen 12.8% this year, a middling performance compared to peers in the Nifty Pharma Index.
“我认为印度可以成为美国和世界的良好供应商，”皮拉尔说。“我们拥有与中国不同的制造人才和产能。”
“I think India could be a good supplier to the US and the world,” Piramal said. “We have manufacturing talent and the capacity that is different from China.”