Medical network on September 6 - to save medicare fund, national health talks and dynamic adjustment directory will become the new normal, the drug companies is also a double-edged sword, lower prices, increase sales, and may in advance into the medical insurance directory, need drug firms take a reckoning.
As of September 1, the latest version of the 2017 national drug catalog is being implemented. According to 21st century business herald reporters incomplete statistics, as of Sept. 5, a total of 21 provinces (cities, districts) released a new version of national medical insurance directory adjustment plans or directory, including 36 national health talks in varieties.
"In medicare payments, the cost of medicine grows too fast, it puts pressure on the health care fund, but at the same time, it is necessary to meet the needs of the patient, so it is imperative that the healthcare negotiations be negotiated." Not long ago, in an industry BBS, a relevant director of the national health and family planning commission told the 21st century economic herald.
This means that pharmaceutical companies are starting to enter a new ecological niche, first among the 36 categories. The report predicts that future negotiations will be accelerated.
Can drug companies afford it? In medical researcher Jiang Weina guosen securities, medicare drug firms can accept price negotiations, inevitably has its own measure, can be fulfilled depends mainly on rare reduction, medicine, clinical effect, the market space, market competition pattern and other factors, among them, the path for, compaq heap for Greg lowe, ester, sand and so on, has the potential to grow into a variety of annual sales of 1 billion - 1 billion yuan.
Open the price for change
Recently, 15 provinces and municipalities such as Beijing, jiangsu, hubei and hunan have announced the implementation of the 2017 national health care catalogue, and will include 36 negotiating drugs in the coverage of health insurance. Hainan, guizhou and other six provinces and cities have announced plans to adjust the health care directory. In accordance with the national new health insurance directory of 2017, it has not been finalized for the transfer or transfer of the category b drugs.
According to the state of the provinces, the proportion of the 36 countries' negotiation varieties has been determined, the average self-payment of western medicine is 10% to 30%, and the traditional Chinese medicine is 30%. Such as 36 varieties in hebei province, 15 species of western medicine treatment of tumors, 20% province unified tentative pays an individual first, the rest of the 21 kinds of drug individual first pay scale by each plan as a whole area, combining with the local actual.
To treat breast cancer by bead sheet resistance (herceptin), for example, before a 440 mg by bead sheet resistance to the average selling price is 23590 yuan, a breast cancer patients need at least 14 injection treatment cycle, all pay cost.
After the drug price negotiations were successfully negotiated and covered, the agreed payment standard was 7,600 yuan, and the cost of one treatment cycle fell from 330,000 yuan to 10.64 million yuan. If the reimbursement is carried out according to certain medical insurance pay scale, if the highest reimbursement rate of medical insurance of Beijing employees is 90%, the patient needs to spend more than 10,000 yuan.
People club department deputy director of the social security center, Mr. Xu told the media, said the health care sector to study the international on the practice of developed countries and regions, and sums up the previous national drug price negotiations and local health departments access negotiations experience, hope to give full play to the healthcare group buy advantage, in health and enterprises on the basis of equal consultation, negotiation to determine appropriate medical insurance payment standard, these drugs into drugs directory, with both ginseng protect personnel to safeguard level and the fund to bear ability.
In the view of guosen securities medical researcher jiang weina, drug companies can accept the price of the national health care negotiation, which must have its own calculation. The impact of access to the health care directory on company performance is self-evident, but the degree of promotion needs to be analyzed from the three dimensions of competition, efficacy and potential market.
For example, the sales revenue in 2009 was 1.98 billion yuan in 2009. After entering the insurance system in 2010, 2011 and 2012 rapidly released, and grew into a billion products, with sales revenue of about 1.4 billion yuan in 2015.
Another example is nbip, which went public in 2004, and its soft capsule entered the 2009 edition of the health care catalog, which was approved late and added into six provinces. After entering medical insurance, 2011 revenue was hk $365 million and 2015 revenue was hk $19.13 billion.
A number of listed companies have expressed optimism that they will be included in the national healthcare directory this year. According to yifan, it is hoped that the combination of price negotiation and price negotiation will be included in the scope of the national health care category category b, which is expected to improve the operating performance on the basis of volume.
Jiang Weina pointed out that under the condition of without considering sales changes, the price of manufacturer short-term income effect is self-evident, but if the comprehensive consideration, sales price, enter the health care of 2018-2020 sales revenue would increase greatly, hengrui pharmaceutical apache for compaq heap of, yasuhiro miyata pharmaceutical has the potential to grow into varieties of annual sales of 1 billion yuan or 2 billion yuan.
"The recombinant human brain natriuretic peptide, which is expected to reach 765 million yuan by 2020 due to the low price market penetration rate, is expected to reach a total of 765 million yuan by 2020. It is expected that the sales revenue will increase 3-5 times and reach 500 million yuan by 2020. And the tianshili recombinant human urokinase and yifan pharmaceutical compound huangdi tablets, due to the use of fewer patients, the future market space is about 100 million - 200 million yuan. "She predicted.
In its holding senior industry researcher dry RongFu, regulations of the state, these negotiations varieties, each province must use and non-negotiable, so may usher in the market, but the antineoplastic agent, out of total amount control or group of patients and health care costs prepaid system wait for a reason, don't expect to become a dazzling star. "Diabetes drugs selected varieties more likely to become great varieties of medicine, because these drugs belong to slow disease and aging, in the case of hierarchical diagnosis can prescription, basic-level hospitals will be the blue ocean."
Multinational drug companies' emergency landing '
According to the 21st century economic herald, 31 of the 36 drugs that were successful in the negotiations were western medicine and five of them. Of the 31 western medicines, 15 were for tumor therapy, 5 for cardioascular disease, 5 for drug administration, 3 for tumor drugs, and 2 for cardio-cerebrovascular medication.
From the perspective of imported domestic products, 36 of the 36 drugs included in the medicine were imported, 15 were imported and 15 were domestically produced, involving 11 multinational pharmaceutical companies. Roche has four varieties that are used in the treatment of lituximab injection for lymphoma. In 2015, China's sales volume was 2.051 billion yuan, with a single price of 38,66.8 yuan.
One not to be named the personage inside course of study to the 21st century economic report reporter pointed out that for many years, the drug bid failed to lower the price of these breeds, now only the method of price negotiation, many drugs on the market for many years, with the indication of market competition is becoming more and more fierce, more varieties still faces generic competition in China, now in price negotiations, reimbursement, prices for quantity is the better choice.
In Roland berger management consulting partner Jin Yi view, multinational drug companies to actively participate in national health talks, can effectively avoid the competition, before it is due to the national promotion and business layout, to avoid and delay the generic competition in the future.
Many multinational drug companies are reluctant to admit that domestic generics are pushing down prices for multinational drug companies, but that is an undeniable fact.
With roche rituxan injection as an example, the drug of European patent expired in 2014, was the deadline for its U.S. patent 2017, in the negotiations, the drug 10 ml and 50 ml specification prices by 29.2% and 29.2% respectively.
Multinational drug companies also face direct competition from Chinese pharmaceutical companies. Such as into the national health insurance directory negotiations yasuhiro miyata pharmaceutical, compaq heap (mu) eye ophthalmic injection, is one of the drugs with independent intellectual property rights, after the market, at the time and 12 years of patent issue of novartis licensed resistance (right) hospital terminal price from 9800 yuan/down to 7200 yuan/branch, fell 26%.
In the new edition of the country's new catalogue, two competing products are on the list, with the price of health insurance paying at 5550 yuan (10mg/ml 0.2ml/one). The price of medical insurance is RMB 5,700 (10mg/ml 0.2ml/branch, 10mg/ml 0.165 ml/branch (prefilling).
In the view of jin yi, 36 negotiation varieties are in the majority of multinational pharmaceutical enterprises, but there are also a number of domestic innovative drugs into the catalogue, which is a signal that the country encourages innovation of new drugs.
One drug company chairman told 21st century economic reporter that "low price is the only thing" in drug tenders, and that innovative drugs, which are slightly more expensive, are not competitive. According to industry statistics, more than half of the innovative drugs can't be sold in any province in the first year, and 30% of the innovative drugs can't be sold in any province after two years. Less than 20 percent of the 15 provinces sold.
"It is customary for the national health care directory to be updated every four to five years, during which innovative drugs that are listed can only be included in the update of the health care directory, and some will take 10 years. Now the national health care directory is dynamically adjusted, and domestic innovative drugs are expected to shorten the time of entry into the health care directory. The industry insiders, who declined to be named, told the 21st century economic herald.
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