The industry believes that quantity procurement has entered normalization and promoted the accelerated transformation of pharmaceutical companies. In the future, the importance of pharmaceutical companies' sales ability will gradually weaken, innovative drug research and development will be supported, and innovation and transformation will become the main way for pharmaceutical companies to enhance their competitiveness.
Guaranteed supply
10 On June 28th, Shandong Medical Insurance Bureau issued the Notice on Implementing the Procurement Results of the Seventh Batch of Drugs with Centralized Quantity Organized by the State (hereinafter referred to as the Notice). On June 28th, from +0 1 18, the province participated in the seventh batch of public medical institutions (including military medical institutions stationed in Shandong) and social medical institutions designated by medical insurance.
The "Notice" clarified the "timetable" for the selection results of the seventh batch of national centralized drugs. Before 165438+ 10 month 13, the main supplier and the standby supplier respectively put the selected drugs and standby drugs on the provincial centralized procurement platform for medical institutions to purchase suitable selected drugs for stocking. Before 165438+ 10/0, the main supplier and the standby supplier selected the distribution enterprises through the provincial centralized procurement platform for medical devices to complete the establishment of the distribution relationship. According to the principle of territorial management, before 10/010, the municipal medical insurance departments instructed the medical institutions selected by the drug procurement consortium to sign purchase and sale agreements with the main suppliers through the provincial centralized procurement platform. The purchase and sale agreement is signed once a year, and the procurement cycle in the first year is 1 13 years 10 month-
On the same day, the Medical Insurance Bureau of Shanxi Province issued a notice that all public medical institutions in the province will fully implement the selection results of the seventh batch of national centralized drugs from165438+1October 20th. After the implementation of centralized drug procurement, the number of drugs purchased by national, provincial and inter-provincial alliances in Shanxi Province will reach 432, and 75 kinds of consumables will be reduced by more than 50% on average, and related expenses will be saved by 5 billion yuan a year.
Previously, Henan, Qinghai, Zhejiang, Liaoning, Shanxi, Shanghai, Hainan and other places have successively issued documents to clarify the landing time and specific policies of the seventh batch of national centralized drugs. Among them, Henan Province announced the implementation time of the seventh batch of centralized drug selection results in China as111October1; Liaoning Province is scheduled to implement the seventh batch of drugs selected by the state (Liaoning) on1October 20th 165438.
It is worth mentioning that the seventh batch of national centralized drugs introduced the standby supply mechanism on the basis of the previous batch rules. Each region will have a major supplier and a backup supplier. When the main supplier cannot meet the market demand, the standby supplier will be identified as the main supplier to strengthen the drug supply guarantee. For example, Shandong Medical Insurance Bureau emphasized that in the procurement cycle, if the main supplier can't respond to the orders of medical institutions in time, in order to ensure clinical needs, medical institutions can purchase spare drugs, and the provincial public * * * resource trading center will notify the main supplier at the same time. When the main supplier enterprise fails to supply in time and in sufficient quantity or is disqualified for a long time, which leads to the inability to meet the market demand in Shandong Province or to continue to perform the purchase agreement with quantity, the Provincial Medical Insurance Bureau will start the procedure, and the supplier enterprise will continue to perform the purchase agreement with quantity instead of the original main supplier enterprise.
In addition, Liaoning and other places put forward that when the supply enterprises can't meet the demand, they can start the procedure of supplementing the supply enterprises.
Accelerate transformation
Essence Securities believes that the average price decline of the seventh batch of national centralized drugs has narrowed, manufacturers' quotations have gradually returned to rationality, and the price decline of national centralized drugs is expected to stabilize. Some listed companies have passed the "painful period" when centralized procurement impacts the prices of existing varieties. With the development of their "innovative varieties", sales are expected to increase rapidly. "Imitation and merger" pharmaceutical companies will usher in a fundamental turning point.
Judging from the drug selection in the seventh round of national centralized procurement, Capital Securities believes that domestic manufacturers can quickly seize the share of overseas manufacturers through centralized procurement. For the varieties of this centralized procurement, some enterprises have little or no sales before centralized procurement. Through centralized procurement and selection, sales can be achieved quickly, which will bring the company performance growth. With the normalization of centralized procurement, it is expected that the generic drug market will further shrink in the future, creating more market space for the innovative drug market.
CITIC Securities believes that quantity procurement has entered the normalization stage, which has promoted the accelerated transformation of pharmaceutical companies and supported the research and development of innovative drugs. In the future, the importance of pharmaceutical companies' sales ability will gradually weaken, and innovation and transformation will become the main ways for pharmaceutical companies to enhance their competitiveness. 165438+1On October 30th, the Provincial Medical Insurance Bureau announced that from that day on, the results of the seventh batch of centralized drug procurement organized by the state will be implemented in all public medical institutions and military medical institutions in Sichuan, and the countries that landed this time concentrated on purchasing 60 kinds of drugs, with an average price reduction of 48%.
The seventh batch of drugs collected by the state covers common diseases and chronic diseases such as hypertension, diabetes, anti-infection and digestive tract diseases, as well as drugs for major diseases such as lung cancer, liver cancer, kidney cancer and intestinal cancer. In the field of lowering blood pressure, the sustained and controlled release dosage form was brought into the national level for the first time, and the average controlled release tablet of nifedipine was reduced from 2. 1 yuan to 0.47 yuan, a decrease of 77%. Metoprolol sustained-release tablets decreased from the average 1.47 yuan to 0.66 yuan, a decrease of 55%. In the aspect of chronic disease medication, taking the new drug Profovir fumarate tablets for treating chronic hepatitis B as an example, each tablet dropped from an average of 17.98 yuan to 0.32 yuan, a decrease of 98%. In the aspect of drug use for major diseases, for example, the first-line targeted drug for liver cancer, Langvartinib Capsule, has dropped from an average of 108 yuan to an average of 22.93 yuan, and 90 capsules are needed for one treatment cycle, which can save about 7,600 yuan.
After the implementation of centralized drug bidding, it is estimated that the province can save 265.438+0.9 billion yuan in drug expenses in one year. So far, the number of centralized drug collection in national, provincial and inter-provincial alliances in our province will reach 353. In the next step, the Provincial Medical Insurance Bureau will continue to implement the work arrangements of the National Medical Insurance Bureau and the provincial party committee and government, normalize and institutionalize the centralized procurement of drugs and consumables, continuously expand the coverage of centralized procurement, and effectively reduce the burden of medical treatment for patients.
legal ground
Measures for the Supervision and Administration of Centralized Drug Purchase Article 17 Where a medical institution and its staff participate in centralized drug purchase, it shall be dealt with by the departments of health administration and industry and commerce administration according to law: (1) evading centralized drug purchase, purchasing drugs that are not shortlisted without authorization, or failing to organize drug purchase according to the prescribed procedures;
(2) Providing false information on drug procurement;
(3) Failing to sign a purchase contract as required, or failing to pay back the money on time;
(4) Failing to implement centralized procurement of drug prices, making secondary bargaining, lowering prices in disguise, or signing supplementary clauses and agreements with enterprises that deviate from the substantive contents of the contract;