The medical network on July 27, the national health insurance directory negotiating drug list dust settled. People club department recently issued "about 36 kinds of drugs should be brought into the national basic medical insurance, inductrial injury insurance and maternity insurance drug catalogue b range of notice, will 36 kinds of drugs into the national basic medical insurance, inductrial injury insurance and maternity insurance drug catalogue (2017 edition)" (hereinafter referred to as "drug catalogue") b class scope, and synchronous determine these drugs to pay for health care standards.
In April, the ministry released a list of 44 drugs to be negotiated. , according to people club department after negotiation with the relevant enterprises, of which 36 drug negotiations success, the success rate of 81.8%, compared with the average retail price of 2016, negotiations and drug average decline reached 44%, the highest reached 70%, most of the imported drugs after negotiation payment standard is lower than the surrounding the international market price. According to the statistics of China securities journal, the products of eight listed companies, such as hengrui medicine and xin litai, were selected. People in the industry say that the promotion of drug access to the health care directory is self-evident in the company's performance, and that companies are expected to open up their growth space with a change in price. To benefit from this policy, a batch of more than one billion varieties will be sold in the future.
Eight listed company drugs were selected
According to the China securities journal, 36 drugs, including 31 western medicines and five Chinese medicines, were successfully negotiated. 31 is 15 tumor treatment of western medicine, related to lung cancer, gastric cancer, breast cancer, colorectal cancer, lymphoma, myeloma and other common kinds of cancer, including by bead sheet resistance, rituxan, boron for Mr M, drug lenalidomide, etc; There are also five cardiovascular drugs, such as tigerrillo for acute coronary syndromes, recombinant human urokinase, for treatment of acute myocardial infarction, etc. Other drugs are nephropathy, ophthalmology, psychosis, anti-infection, diabetes and rare diseases. Three of the five intermediated drugs were tumor drugs and two were cardioascular medication.
People club department is introduced, the negotiations on the innovation medicine attaches great importance to and rare diseases, major drug discovery projects listed in the "twelfth five-year" since the country's west of the amine, compaq heap, path for, all negotiations success, such as the restructuring of the treatment of hemophilia people Ⅶ a clotting factors and treatment of multiple sclerosis of human recombinant interferon - 1 b also successfully incorporated into drug directory. "Through negotiations will have strong social targeted medicine major diseases such as cancer treatment in medicine directory, greatly improve the security level of the basic medical insurance, but also take into account the affordability, fund is helpful to guide the reasonable medical behavior, promote the development of medicine industry innovation, health care, business has been basically achieved, ginseng protect win-win-win goal".
The social insurance department of the provincial (district and city) social insurance department shall not transfer the relevant drugs to the catalogue or limit the scope of payment.
According to the statistics of China securities journal, hengrui pharmaceutical, xin litai, kangyuan pharmaceutical, yatai pharmaceutical, yifan pharmaceutical, kanghong pharmaceutical, Tibet pharmaceutical, and tianshili 8 listed company products are selected.
Part of the Chinese medicine, ginkgo diterpenoid glucosamine injection, ginkgolide injection, compound tablet, injection with astragalus polysaccharide, ginseng and a capsule are included in the health care catalog. Among them, the production enterprise of a capsule is jilin yatai pharmaceutical co., LTD., which is the holding subsidiary of yates group. Jilin yatai pharmaceutical co., ltd. reported net profit of RMB 46.98 million in 2015.
The production enterprise of compound huangdai film is a company of 100 million sail pharmaceutical co., LTD., which is a subsidiary of yifan pharmaceutical company. Million sails pharmaceutical 2016 annual report, the company the exclusive product compound Huang Dai won a national science and technology progress second prize, is one of the few in China in the New England journal of medicine published research of traditional Chinese medicine product, is the treatment of acute early young leukemia of specific products.
The production of ginkgo diterpene ester glucosamine injection is kangyuan pharmaceutical. The company's operating income in 2016 was 7,584.66 million yuan, accounting for 2.53 percent of the company's total operating income, kang said.
In addition, the production enterprise of lactones ginkgo biloba injection for chengdu yulin pharmaceutical co., LTD., the company listed on the new three board in 2016, the big money remit, according to the data terminal business revenue of 511.2618 million yuan, 2016 attributable to shareholders of listed company net profit of 69.7509 million yuan.
Western part of tasly injection with urokinase of restructuring of the original, Shenzhen Salubris Pharmaceuticals Co., ltd. of the sand of the ester, yasuhiro miyata pharmaceutical compaq heap of eye ophthalmic injection, hengrui pharmaceutical mesylate path for microchip slice, Shenzhen biotechnology Co., Ltd. In the west of the amine, Tibetan medicine di kang biological pharmaceutical Co., Ltd., chengdu injection with recombinant human brain natriuretic peptide and other domestic medicine into the national health insurance directory.
Jiang weina, a researcher with guosen securities pharmaceutical co., believes that the above selection is mostly exclusive and the competition pattern is good. In the case of generic drug declaration, alishatatl, apatinib, compaq, and the compound huangdii tablets are all original research products, and there are no generics declarations. The recombinant human urokinase and recombinant human brain natriuretic peptide have only one enterprise to declare clinical trial, which has little impact on the original research enterprise in the short term; For Greg los only astrazeneca branded products at present, domestic listed companies xinli taihe shiyao group of generic drugs is expected to be listed at the end of the year, will depend on generic drugs price advantage challenge the original enterprise status.
Large medical researcher jin-yang zhang believes that all varieties of major drug discovery projects listed in the state of the negotiation is successful, the restructuring of the treatment of hemophilia people Ⅶ a clotting factors and treatment of multiple sclerosis of human recombinant interferon beta 1 b also successfully into the medical insurance directory. West of the amine (microchip), compaq heap (yasuhiro miyata pharmaceutical industry), the path for (hengrui pharmaceutical) negotiations pay price compared among its latest price fell by 30%, 17% and 37%, respectively, are lower than the average 44%, fully shows that support for domestic drug innovation of policy, the move is beneficial to lead the industry innovation and development, encourage enterprises to innovate.
Open up the growth space with a change in price
The price of the listed drugs in the bidding of various provinces and cities recently has been marked by the average price decline of 37.8%, the highest of 70%. The decrease of the large drop was the target drug of imported tumors, such as erlotinib, trastuzumab and bevacizumab, which were reduced by 60% to 70%. The smaller decrease was about 10% of the reduction of compaq, recombinant human urokinase and recombinant human coagulation factor VIIa. It is worth noting that these price cuts are only for the unit price of a single drug, specific to the patients and manufacturers, and also to consider the indications limitation and time limit.
"One can accept the above drop, 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. Comprehensive consideration, domestic drug for Greg lowe, restructuring of urokinase, recombinant human brain natriuretic peptide, ester, sand, path for Nepal, compaq heap, compound Huang Dai has strong potential." According to the analysis, apatinib, compaq, tigarillo and alishatestin have the potential to grow to a range of 1 billion to 2 billion. Considering that these products have not yet been released, there is room for further improvement in gross margin.
According to the regulations of urban and rural residents basic medical insurance, the use of health care within the scope of the class b drugs, except to individual first pays 10%, the highest reimbursement ratio can reach 90%, general reimbursement ratio is about 80%. For good clinical effect, the patient will be more willing to use less medicines for price reasons. The penetration rate of exclusive varieties of medicines will be improved rapidly.
"Medicine into the medical insurance directory for the company's performance promoting effect is self-evident, but promote the degree of how old, need from is the competition of the drug, the curative effect of drugs and drug market potential of three dimensions comprehensive analysis." Sun jian, a researcher at haitong securities, believes that the 2009 edition of the health care catalogue promoted the take-off of a number of blockbuster varieties.
On November 30, 2009, in the first year of "new medical reform" in China, the ministry of human resources announced the "national basic medical insurance, industrial injury insurance and maternity insurance drug catalogue (2009 edition)". This is the second adjustment since the first edition of the directory in 2000 and the first revision in 2004.
The new additions to the health care catalogue are mostly generic drugs, with a few innovative drugs and a variety of the first imitative drug companies, such as the innovative drug enbiphthalein, for example. Hengrui of shunde, irinotecan; Rifentanil in medicine; The short-acting human insulin analogue of tonghua dongbao; The mouse nerve growth factor of shutai god. The new entry into the health care catalogue is exclusively based on exclusive and quasi-exclusive products, such as kangyuan pharmaceutical's thermal injection injection, and the qi and qi of the natural force.
Kang pharmaceutical toxic heat ning 2009 sales revenue of 198 million yuan, after entering the health care, 2010, in 2011 and 2012 when fast volume, rapid growth for a billionaire products, 2015 annual sales revenue reached 1.4 billion yuan.
Shiyao group of butyl phthalide soft capsule (commodity name will prachanda) went public in 2004, for the treatment of mild and moderate acute ischemic cerebral apoplexy, is included in the 2010 edition of "China's guidelines of diagnosis and treatment of acute ischemic stroke 2010 first-line treatment drugs, including soft capsule into the 2009 version of the medical insurance directory, injection time approved late, supplemented into six provincial health care. Grace will supplement in the health care product rapid growth of income, revenue in 2011, 365 million Hong Kong dollars, 4 year compound growth of 51%, to 2015 annual income is 1.913 billion Hong Kong dollars, which accounts for 25% of the preparation, shiyao group will be the product into the listed companies in 2012.
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