-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
-
Cosmetic Ingredient
- Water Treatment Chemical
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
With the completion of the expert review recently, the negotiation and bidding process for the adjustment of the medical insurance catalogue in 2022 is just around
the corner.
Looking back at previous medical insurance negotiations, the competitive landscape of PD-1/L1 drugs has attracted much attention
.
According to the special report previously released by GBI (click to read), from "volume" products to "volume" indications, the indication pattern of 4 domestic PD-1 products has undergone great changes after the adjustment of the medical insurance catalogue in 2021 (Table 1).
Table 1.
In 2021, medical insurance negotiated 4 new indications for domestic PD-1
Source: National Health Insurance Administration, GBI analysis
GBI cHL: classic Hodgkin lymphoma; nsq.
NSCLC: non-squamous non-small cell lung cancer; HCC: hepatocellular carcinoma; r/r: relapsed/refractory
Red letter: Early renewal; Blue words: normal renewal; Blue background: Previously included in the medical insurance catalog
Among them, Innovent Biologics Daboshu is the first normal renewal and adds 3 new indications; BeiGene and Junshi Biotech renewed their contracts one year ahead of schedule, with 3 and 2 indications, respectively; Hengrui Pharmaceutical Erica has previously been covered
by 4 indications.
In 2021, two of its indications for nasopharyngeal carcinoma were not renewed
.
Therefore, after the medical insurance negotiations in 2021, Baekje surpassed Hengrui, and its Bazean ranked first with a cumulative inclusion of 5 indications, Cinda Boshu and Hengrui Erica tied for second with 4 indications, and Junshi Tuoyi accumulated 3 indications
.
With the increase of indications included in various companies, the price reduction after its renewal has also attracted much attention
.
After creating a comparison sample using the latest [Negotiated Drug Price Trend Analysis Tool] launched by GBI SOURCE Global Drug Database, you can visually see the price reduction trend of the above four domestic PD-1 products after entering medical insurance (Figure 1):
Figure 1.
Price trends negotiated by 4 domestic PD-1 medical insurances
Source: GBI SOURCE Global Drug Database
GBI SOURCE It can be seen that after the first negotiation, the prices
of all four products were significantly reduced.
Among them, the first to enter the medical insurance directory, Cinda Boshu (100mg (10ml)), decreased from 7838 yuan to 2843 yuan, a decrease of 63.
73%; In 2020, Baekje (100mg (10ml)), which was included in the medical insurance negotiations, dropped from 10,688 yuan to 2,180 yuan, a decrease of 79.
6%; Junshi Tuoyi (240mg (6ml)) decreased from 7200 yuan to 2100.
97 yuan, a decrease of 70.
82%; Hengrui Erica (200mg) dropped from 19,800 yuan to 2,928 yuan, a decrease of 85.
21%, the largest
decrease among the four products.
In view of the fact that last year, except for Hengrui Erica, the rest of the PD-1 were renewed normally or in advance to add new indications, so it is "difficult to escape" a second price
reduction.
Daboshu's first renewal was reduced by 62.
01% to 1080 yuan; Both Baizean and Tuoyi renewed their contracts early, dropping to 1450 yuan and 1912.
96 yuan
respectively.
Focusing on the domestic PD-1 drugs that passed the formal review list this year, the above four products are still involved in negotiations for new indications (Table 2).
Among them, Erica added 4 new indications; Tuoyi and Daboshu each added 2 new indications; Baizean added 4 new indications and 1 new combination scheme
for indications in the catalog.
Table 2.
In 2022, 4 domestic PD-1 declarations will be added
Source: GBI collation
GBI According to the conventional practice of renewing the contract once every two years, Hengrui Pharmaceutical will face renewal negotiations
this year.
It is worth noting that on October 12, the official website of the National Medical Insurance Bureau announced a series of replies to the recommendations of the Fifth Session of the 13th National People's Congress, in response to Sun Piaoyang, deputy to the National People's Congress and chairman of Hengrui Pharmaceutical, "Suggestions on improving the medical insurance access rules for new indications for innovative drugs with multiple indications", the National Medical Insurance Bureau said that in the process of negotiating drug renewal for the adjustment of the national medical insurance catalogue in 2022, relevant suggestions will be fully considered, and the new indications will be included in the scope of simple renewal consideration, simplifying the process and improving efficiency
。 This means that the new indications for drugs may not need to be renegotiated, but will be directly included in medical insurance through the "simple renewal" rule, which is undoubtedly beneficial to relevant companies if it can be realized
.
.
Source:
In this round of medical insurance negotiations, in addition to the above 4 PD-1 "old players" continue to "roll" indications, there are also several new PD-1/L1 players entering the game
.
Including Henlius' PD-1 serplulimab approved in March this year, Corning Jereh/Siedi/Simcere Pharmaceuticals PD-L1 envolimab approved in November last year, and Akeso's PD-1/CTLA-4 bispecific antibody cardonilimab injection
。 It is worth noting that Akeso's PD-1 Annikol (Pamplimab), Yuheng Pharmaceutical's PD-1 Yutu (cepalimab) and CStone Pharmaceuticals PD-L1 Zegemec (suglilimab), which were also approved before June 30 this year, did not appear in the formal review list, plus the approval of LP-1 Puyouheng (Putelimab) in July this year, and the number of PD-1/L1 drugs participating in medical insurance negotiations next year may be more than 10.
Will new entrants successfully enter the shortlisting with "bloody" price reductions and achieve product volume through accelerated hospital admission through medical insurance? Will Hengrui Erica, which is now 2928 yuan, significantly reduce the price of the first renewal of medical insurance negotiations this year? How much will the price be reduced to the other three PD-1 indications after they are added? Let's look forward to
it together.
