Xinji Drugs Catalog Follow-up Policy Launched in June

It is reported that around the new version of the base drug directory, the relevant state departments will launch a series of follow-up policies. The specific timetable is as follows: From May to June this year, related departments will launch the "National Essential Drug Application Guide" and "Basic Drug Formulation Set"; in June, the "Administrative Measures for the Use of Medical Institutions at All Levels" will be issued, basically the first half At the end of the year, it is clear that basic medicines in all provinces are “not busy bidding, not busy adding”; before August, the purchase price of non-base drugs is confirmed; after September-October, the supplementary list of provinces is confirmed, the bidding work begins and will be completed before the end of this year. .

Based on this, the new edition of the Essential Medicines Catalogue for pharmaceutical companies, the fastest reflected in the performance report also has to wait until 2014. However, there is no doubt that under the support of new growth points in the base medicine market, such as county-level hospitals, some of the dominant varieties that have entered the new catalog are expected to grow into super varieties with a scale of 5 billion to 10 billion yuan.

Since the publication of the new edition of the "Basic Drug List" on March 15, it has faced a market of hundreds of billions of dollars of basic drugs, and the capital of each road has been "to be tested."

For pharmaceutical companies, the list of basic medicines is as important as a "book of life and death." The number of new drugs in the base drug list increased from 307 in the 2009 edition to 520, of which 317 were chemical and biological products and 203 were proprietary Chinese medicines. According to the requirements, the new version of essential drugs should reach 50% at the county level and 2nd level hospitals, and 25% to 30% at the tertiary level hospitals. Based on this estimate, the basic drug market for primary care will reach 2015 by 2015. 200 billion yuan, compared with the compound annual growth rate in 2010 up to 19%. If the 2013 National Health Work Conference puts forward a clear requirement for the proportion of basic medicines used by the second- and third-tier medical and health institutions, it is expected that the market scale will be further enlarged to 380 billion yuan.

Compared with pharmaceutical companies, the performance of pharma-agents is even more “big bang” – the agency margin fees have gone from 200,000 to 300,000 yuan in the past, and have been “lifted” all the way to 2 million to 3 million yuan this year. "Bold and cool" shot in one fell swoop in one fell swoop, wanting to be the sole agent of a certain country-based drug products.

A pharmaceutical agent in Chengdu, Sichuan, who declined to be named, told reporters that compared with the speed of approval of tens of thousands of new drugs each year by the Food and Drug Administration in the past few years, the approval of new drugs has been stricter. Variety is very scarce. For the drug species that entered the new edition of the base drug list, it means that taking another new drug approval document also means getting a ticket to enter the vast primary health care market. "Since the country has done so much for the base medicine, it is equal to establishing a channel for essential medicines. Then it's time for us to do it. Even with a one billion yuan deposit, as long as there are channels covering the whole country, basically This high sales volume was achieved in the previous year. This has been verified during the implementation of the 2009 edition of the Essential Medicines Catalogue, so everyone's confidence is very good!”

However, if we want to share a share in the hundreds of billions of markets, it is very important to pay attention to follow-up policies. “Tendering policies in various regions are still unclear. We are still watching and preparing production capacity.” The secretary-general of a listed pharmaceutical company stated that the list of local supplements, the tendering and bidding policies for basic drugs, and the national investment are all the most urgent Concerned about the policy side.

In fact, in the implementation of the basic drug system, the biggest concern of the industry is that the financial conditions in different regions are different, and there are insufficient subsidies in some regions. However, according to the above-mentioned agents in Chengdu, Sichuan, even if not every province can achieve full financial compensation for essential medicines, but the grass-roots markets in Jiangsu, Shandong, Shanghai, Zhejiang, and Guangdong alone occupy The vast majority of the country's total market for basic medicines amounts to eliminating the worries of sales of the base medicines.

Fu Hongpeng, deputy researcher of the Health Development Research Center of the Department of Health and Welfare, revealed to reporters that from the perspective of further improving and advancing the basic medicine system, the main supporting policies include two aspects: on the one hand, a stable and smooth compensation mechanism is established, and the most important one is the financial input. On the other hand, the price is straightened out. There is the issue of health insurance policy. In addition, in order to avoid the decline in the enthusiasm of medical personnel after the implementation of the mechanism, it is also necessary to formulate corresponding supporting policies for deepening the establishment, personnel and income distribution reforms.

According to the reporter's understanding, relevant supporting policies will be introduced in succession since May. Among them, from May to June, the "National Essential Drug Application Guide" and "Basic Drug Formulation Set" will be issued; in June, the "Administrative Measures for the Use and Provision of Medical Institutions at All Levels" will be issued. Began to "review" basic drugs, "not busy bidding, not busy supplementing"; before August, the purchase price of non-base drugs was confirmed; after September-October, after the introduction of supplementary lists of provinces, the bidding of basic drugs began. It will be completed by the end of this year.

The so-called “reviewing” refers to the analysis of the existing catalog of 520 non-overlapping parts of the provinces, strict control over the number of supplements, and screening of drugs with similar indications or therapeutic effects in the catalog.

“If there is a large increase in the variety of supplemental catalogues around the country, there will undoubtedly be a variety of medicines. Unfortunately, from the point of view of the implementation of the 09 version of essential medicines, there is a certain degree of local protection everywhere.” A pharmaceutical listed company’s marketing department is responsible for bidding The team leader told reporters.

According to a survey conducted by the reporters, the list of local supplements that once caused a high degree of "fear" in the market is temporarily in a state to be determined. Judging from the current situation, there are many species that are intended to be supplemented by provinces, but all of them are in a state to be determined, and there is little possibility that the varieties will increase greatly. For example, plans for 200 in Zhejiang Province, 160 in Fujian Province, and Chongqing to require 10 varieties in each district are suspended in the work of “looking back”.

Judging from the information passed from the aforementioned "advanced supplements," it will undoubtedly benefit existing species in the Essential Drugs Catalogue, and some of the advantages of exclusive species are expected to grow into super varieties of 5 billion to 10 billion grades. However, due to the impact of the above schedule, the new edition of the Essential Drugs Catalogue for pharmaceutical companies must reflect the fastest profits in the performance report and also have to wait until 2014.

Reduced price of traditional Chinese medicine injection is expected to increase

After the publication of the new edition of the base medicine list, the future trend of the price of the base medicine is the most concern for the company.

“This year, basic drug price cuts and Medicare drug price cuts all mention proprietary Chinese medicines. High-priced, high-margin Chinese medicine injections are expected to bear the brunt.” Xu Dong, a research expert in the national health and pharmaceutical industry, told reporters.

“The risk of price cuts in double tenders (of TCM injections) is difficult to avoid. After the maximum retail price of Medicare drugs drops, the provinces will also lower their prices during the bidding process for basic medicines, and the price cuts for TCM injections may be higher than other proprietary Chinese medicines. In particular, under the mechanism of total advance payment, the impact of high-priced drugs is significantly greater." The view of a securities firm's pharmaceutical industry researcher coincides with Xu Dong.

Looking back at the “Nuggets” boom of the previous edition of the old-base drug catalog, the market for herbal injections has soared to the present day. For example, Zhongheng Group’s Xueshuantong entered the base medicine catalog in 2009, and its sales increased from 707 million in 2008 to 2.54 billion in 2012.

According to Zhang Yanjiang, an expert in basic drug market research at Renmin University of China, there are many reasons for the rapid growth of Chinese medicine injection in the basic drug market. The first reason is that many exclusive Chinese medicine injections have higher profit margins, followed by doctors and patients on traditional Chinese medicine injections. Medication habits.

The reporter noticed that the new edition of the basic medicine list retained the last edition of 8 Chinese herbal injection varieties, including freeze-dried Xuesaitong of Kunming Pharmaceutical, freeze-dried thrombosis of Zhongheng Group, Mailuoning Injection of Jinling Pharmaceutical, and China Resources Sanjiu's Shenmai injection, no new varieties.

"The increase in variety does not mean that the country still has some concerns about the safety of Chinese medicine injections." The relevant person in the Research and Development Department of the China Medical Information Center told reporters. It is understood that traditional Chinese medicine injections have a certain gap with chemical drugs in terms of safety standards and quality control standards. What worries the industry is that Chinese herbal injections have begun to hit the domestic market in recent years, such as Ginkgo injection produced in Germany.

In fact, the monitoring of the adverse reactions of TCM injections is one of the key tasks of the relevant state departments. The adverse reactions of Houttuynia injection in 2006, Yinzhihuang injection in 2008, and Acanthopanax injection have had a negative impact on the Chinese medicine industry, resulting in the rejection of the use of TCM injection. The recurrence of Shuanghuanglian injection in 2009 caused further deaths by regulators. The growth of the industry slowed down. In addition, the State Food and Drug Administration warned of the risk of adverse reactions of Xiyanping Injection and Mailuoning Injection last year, which further cast a shadow over the prospects of Chinese Herbal Injection, as Mailuoning Injection is not only the first to enter the 2009 version of the national basic The list of drug categories is also the first type of modern Chinese medicine injection in China.

"There is no doubt that as long as we enter the basic drug list, we can achieve quantitative breakthroughs. However, whether Chinese medicine injection can still maintain such a high profit margin as before, it is not optimistic." The prospects of the researcher of securities firms revealed a hint chill.

County-level hospital base drug market new growth point

Nearly 11 o'clock in the morning, the Health Center of Taizu Township, Hannan District, Wuhan, Hubei Province was in full swing. There was a long queue ahead of the price-charging window and the drug dispensing window, and the staff worked intensively. In the past, the scene of the top-three hospitals in the metropolis has now appeared in county and township hospitals.

The reporter recently learned from interviews at some county hospitals that since the implementation of the essential medicine system in 2009, the price of medicines has been significantly reduced, and the number of patients seeking medical care in hospitals has increased rapidly, and the market expansion of county and township hospitals has accelerated.

According to the relevant personage in the Office of Dean of the Health Center in Wuhan Hannan Dazu Township Health Center, hypertension is a high incidence here because of the eating habits. However, because the antihypertensive drugs are too expensive, many people will eat some painkillers to relieve hypertension. After the price of the drug came down, many patients were willing to come to the hospital for treatment. “In the past, the daily outpatient service volume was 70-80 people, and now it exceeds 100 people every day.”

"After the implementation of the basic drug system, drug prices have gone down. For example, the previous price of penicillin injections was 0.58 yuan, which has now fallen to 0.23 yuan; the price of 0.1 g*30 tablets of aspirin enteric-coated tablets in online pharmacies was 19.8 yuan per box. The price in the hospital is only 15.9 yuan," the person told reporters.

Because county-level general hospitals are the main places for people to see a doctor and are transit stations for primary-level medical and health institutions and large-scale medical institutions, county-level general hospitals are the key to implementing a national essential medicine system. For the grassroots pharmaceutical market where the Essential Drugs Directory will show itself, some scholars call it the "emerging pharmaceutical market," and foreign companies define the "broad pharmaceutical market."

According to data from the Boston Consulting Group, China currently has about 10,000 county-level hospitals, including about 6,000 county-level county-level hospitals and more than 2,000 counties and cities.

Insiders told reporters that in the face of the large number of medical needs of the rural population, China's county-level hospital business has grown rapidly and has the greatest potential for development.

According to Xu Dong, a research expert in the national medical and health industry, the growth rate of tertiary hospitals has been far below the industry average of 18% in the last five years, which is about 14%-15%, while county-level hospitals have grown by 23%. Medical institutions also increased by 23%. The growth of the latter two is obviously more. "County-level hospitals will be the first standardized pharmaceutical market with great potential. It can be said that the county-level hospital market is the main battlefield of China's pharmaceutical industry."

According to Zhang Yanjiang, an expert in basic drug market research at Renmin University of China, the market potential of county-level hospitals deserves attention. He took Liaoning and Shandong Provinces as examples. “The drug market potential of these two provinces is similar, but Liaoning Jiji's platform purchases are only 11% of that in Shandong. Therefore, many provinces in the future will have very large room for growth.”

The pilot reform of county-level hospitals, which are being actively carried out in various places, has virtually boosted the growth of the basic drug market. It is reported that in Chongqing last year, 10 districts and counties started county-level public hospital reforms, and Jiangbei District has taken the lead in piloting for two years. "From 2013, Chongqing will add 10 districts and counties each year to carry out reforms. By 2015, county-level public hospital reforms will be rolled out across the city," the relevant person in charge of the Chongqing Municipal Health Bureau revealed to reporters.

Since 2012, Yinchuan City has gradually phased out all county-level hospital drug additions, achieved full coverage of zero-dip sales in the county-level medical organizations at the grass-roots level, and completely eliminated the profit-seeking mechanism of drug-based medicine, highlighting public The public welfare nature of the hospital.

Chinese medicine exclusive varieties without fear of price cuts

“At present, the price of each Ma Yinglong musk acne cream has been around 8 yuan. How can you make us lower prices?” Once hearing the price cuts, the marketing staff of Ma Yinglong's marketing department showed a skeptical look. “The NDRC also raised the price of Ma Yinglong Hexiang Hemorrhoid Cream three years ago. Like the exclusive varieties of Chinese medicines, the prices of Chinese herbal medicines have been high in recent years, and the labor cost has also been rising. If the demand is always to cut prices, companies will have a hard time guaranteeing quality and supply."

According to reports, the raw materials of Ma Yinglong Hexiang Hemorrhoids cream contain valuable Chinese herbal ingredients such as musk, bezoar and pearls. The price of these herbs has been rising for many years. Since 2009, the Development and Reform Commission announced that the price of Ma Yinglong Hemorrhoids Acne Ointment was 8.7%, the product was still a low-priced product in the market. Not only did the sales volume not suffer, but the market share continued to increase due to the entry into the list of basic drugs. Maintain a growth of nearly 20%-30%, and the market share has reached 55%. “The price reduction space is really small,” said Ma Yinglong’s executives.

In this regard, Sichuan, a sales agent company executives hold the same view. In his view, as the exclusive breed of Ma Ying-long, Huoxiang Hemorrhoids cream has both a strong brand effect and a broad market base. Once it enters the new list of basic medicines, it will make great achievements in the vast rural market. "We are willing to act on behalf of the cooperation is such a large variety, exclusive large variety, industry leader."

In the recent brokerage survey of a listed company in a Chinese proprietary Chinese medicine company in Shijiazhuang, the company's management has disclosed the principle of price cuts for traditional Chinese medicines: if the daily drug expenditure exceeds 5 yuan, it is likely to cut prices. For products that receive the National Progress Award and medical certification, the price cut will be relatively low.

Yang Changshun, a national drug marketing expert, told reporters that for the exclusive variety of the base medicine, even if the price cut is 5%-10%, it is also within the acceptable range. As the exclusive varieties have strong bargaining power in local bidding, and the inclusion of the list of basic drugs means that the volume of sales at the grass-roots level has increased, even if the national implementation of centralized procurement has reduced the prices of drugs this year, the pressure on price cuts for exclusive products in tendering is also high. Below average.

“The state should also listen to the opinions of many large enterprises that produce exclusive varieties when they adjust the price of traditional Chinese medicines; in addition, the channels of these enterprises are also more open, and they can continue to receive higher recognition from doctors. It can be said that there are more societies. Resources tend to them. Therefore, from whatever perspective, exclusive Chinese medicine varieties will have greater power in the market."

According to the reporter’s understanding, at a closed meeting at the beginning of this month in Beijing on a price adjustment plan for essential drugs, the big princes of the exclusive Chinese medicine companies unanimously opposed the price cuts and the unfavorable result of direct price cuts. “The voice that will be uploaded is very clear. With regard to the price adjustment of Chinese patent medicines this year, there will be a rise or fall rather than an “on the one hand” reduction in prices. After all, the state holds an attitude of encouragement and development towards the Chinese medicine industry.” The CEOs of the participating companies disclosed to reporters.

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