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[Pharmaceutical Network Pharmaceutical Stock Market] On December 3, the results of the 2021 medical insurance negotiation, which has attracted much attention in the industry, were officially announced.
A total of 74 new drugs were added to the catalog, including 7 direct new drugs and 67 negotiated new drugs.
11 kinds of medicines are called up
.
Judging from the negotiation results, a total of 94 kinds of drugs (67 kinds outside the catalog, 27 kinds in the catalog) were successfully negotiated, of which the average price of 67 kinds of drugs outside the catalog was reduced by 61.
71%
.
So, after the results of this round were released, how did the market react? From the perspective of the stock price market performance, the overall fluctuations are relatively stable.
Some analysts believe that this is mainly because the market's attitude towards medical insurance negotiations has become more tolerant, and the stock prices of large biopharmaceutical companies have already included expectations
.
For example, Hengrui Medicine has a total of 7 products included in the medical insurance this time, including Fluzoparib Capsules, Hetrombopag Ethanolamine Tablets, 3 innovative drugs of Remazolam Tosylate for Injection, and the first domestic imitation antihypertensive drug A.
A total of 4 varieties of zisartan tablets were included in the medical insurance for the first time, the innovative drug apatinib mesylate tablet was included in the new liver cancer indication, and the innovative drugs pyrotinib maleate tablet and thiopefilgrastim injection were obtained Renew
.
In addition, Hengrui Medicine also has two drugs, glycopyrronium bromide injection and bevacizumab injection, which are routinely included in the medical insurance
.
According to the data, up to now, the total number of drugs in Hengrui's medical insurance catalog has reached 85, and all 8 innovative drugs that have been listed have entered medical insurance
.
As of the close on December 3, 2021, Hengrui Medicine rose only 0.
29%, with a quotation of 49.
20 yuan, a turnover of 1.
907 billion, and a turnover rate of 0.
61%
.
The systemic lupus erythematosus (SLE) drug Taitacept independently developed by Rongchang Bio and the domestic original ADC drug Vidicitumab have also attracted market attention after they entered the catalog
.
Among them, Taitacept is the first innovative drug approved in the field of systemic lupus erythematosus treatment in China.
At present, there is only one competitor of GlaxoSmithKline in the domestic market
.
After the drug entered the medical insurance price reduction, it will help benefit more than one million patients with systemic lupus erythematosus in China
.
However, as of the close on December 3, 2021, Rongchang Bio's share price fell slightly by -0.
05%, with a quotation of HK$99.
950, a turnover of 58.
68 million, and a turnover rate of 0.
31%
.
It is worth mentioning that there are also bright spots in the dull market, mainly in small-scale enterprises
.
For example, the stock price of Ascletis Pharmaceuticals rose more than 9% after the resumption of trading in the afternoon on December 3
.
In the new round of medical insurance negotiation, the oral anti-hepatitis C virus program of Ascletis Pharma was successfully included in the catalogue, which will bring good news to about 10 million hepatitis C patients in China, further reduce the treatment burden of hepatitis C patients, and improve the availability of hepatitis C drugs
.
In addition, Haisco's daily limit at 9:36 am on December 3, as of the close, the stock price was 20.
91 yuan, the turnover was 202 million, and the turnover rate was 2.
05%
.
Haisco's cyclopofol injection was successfully included in this medical insurance catalogue.
This product is a new class 1 intravenous anesthesia drug, and it was Haisco's first innovative drug product, which took eight years to develop
.
From the perspective of the market structure, in the domestic market, propofol emulsion injection and propofol medium/long-chain fat emulsion injection are the main old drugs in the anesthesia industry, with domestic sales of 3.
7 billion yuan and 2019 respectively.
2 billion yuan
.
Cyclopofol injection is an improved new drug of propofol, and its efficacy and safety are significantly higher than those of propofol.
Therefore, the market predicts that if the drug enters medical insurance, it can achieve rapid volume increase
.
In addition, some analysts believe that the reason for Haisco's daily limit is also related to medical equipment.
Haisco owns a subsidiary, Chengdu Haisco Medical Equipment Co.
, Ltd.
, which previously subscribed for 8.
57% equity of aminate, and the target is a new implantable medical device "VASQ" under development.
, ASQ is used for implantation in arteriovenous fistula creation surgery, to provide support for AVF, etc.
; from Israel, heart failure monitoring equipment and laparoscopic surgery intelligent auxiliary equipment are introduced
.
A total of 74 new drugs were added to the catalog, including 7 direct new drugs and 67 negotiated new drugs.
11 kinds of medicines are called up
.
Judging from the negotiation results, a total of 94 kinds of drugs (67 kinds outside the catalog, 27 kinds in the catalog) were successfully negotiated, of which the average price of 67 kinds of drugs outside the catalog was reduced by 61.
71%
.
So, after the results of this round were released, how did the market react? From the perspective of the stock price market performance, the overall fluctuations are relatively stable.
Some analysts believe that this is mainly because the market's attitude towards medical insurance negotiations has become more tolerant, and the stock prices of large biopharmaceutical companies have already included expectations
.
For example, Hengrui Medicine has a total of 7 products included in the medical insurance this time, including Fluzoparib Capsules, Hetrombopag Ethanolamine Tablets, 3 innovative drugs of Remazolam Tosylate for Injection, and the first domestic imitation antihypertensive drug A.
A total of 4 varieties of zisartan tablets were included in the medical insurance for the first time, the innovative drug apatinib mesylate tablet was included in the new liver cancer indication, and the innovative drugs pyrotinib maleate tablet and thiopefilgrastim injection were obtained Renew
.
In addition, Hengrui Medicine also has two drugs, glycopyrronium bromide injection and bevacizumab injection, which are routinely included in the medical insurance
.
According to the data, up to now, the total number of drugs in Hengrui's medical insurance catalog has reached 85, and all 8 innovative drugs that have been listed have entered medical insurance
.
As of the close on December 3, 2021, Hengrui Medicine rose only 0.
29%, with a quotation of 49.
20 yuan, a turnover of 1.
907 billion, and a turnover rate of 0.
61%
.
The systemic lupus erythematosus (SLE) drug Taitacept independently developed by Rongchang Bio and the domestic original ADC drug Vidicitumab have also attracted market attention after they entered the catalog
.
Among them, Taitacept is the first innovative drug approved in the field of systemic lupus erythematosus treatment in China.
At present, there is only one competitor of GlaxoSmithKline in the domestic market
.
After the drug entered the medical insurance price reduction, it will help benefit more than one million patients with systemic lupus erythematosus in China
.
However, as of the close on December 3, 2021, Rongchang Bio's share price fell slightly by -0.
05%, with a quotation of HK$99.
950, a turnover of 58.
68 million, and a turnover rate of 0.
31%
.
It is worth mentioning that there are also bright spots in the dull market, mainly in small-scale enterprises
.
For example, the stock price of Ascletis Pharmaceuticals rose more than 9% after the resumption of trading in the afternoon on December 3
.
In the new round of medical insurance negotiation, the oral anti-hepatitis C virus program of Ascletis Pharma was successfully included in the catalogue, which will bring good news to about 10 million hepatitis C patients in China, further reduce the treatment burden of hepatitis C patients, and improve the availability of hepatitis C drugs
.
In addition, Haisco's daily limit at 9:36 am on December 3, as of the close, the stock price was 20.
91 yuan, the turnover was 202 million, and the turnover rate was 2.
05%
.
Haisco's cyclopofol injection was successfully included in this medical insurance catalogue.
This product is a new class 1 intravenous anesthesia drug, and it was Haisco's first innovative drug product, which took eight years to develop
.
From the perspective of the market structure, in the domestic market, propofol emulsion injection and propofol medium/long-chain fat emulsion injection are the main old drugs in the anesthesia industry, with domestic sales of 3.
7 billion yuan and 2019 respectively.
2 billion yuan
.
Cyclopofol injection is an improved new drug of propofol, and its efficacy and safety are significantly higher than those of propofol.
Therefore, the market predicts that if the drug enters medical insurance, it can achieve rapid volume increase
.
In addition, some analysts believe that the reason for Haisco's daily limit is also related to medical equipment.
Haisco owns a subsidiary, Chengdu Haisco Medical Equipment Co.
, Ltd.
, which previously subscribed for 8.
57% equity of aminate, and the target is a new implantable medical device "VASQ" under development.
, ASQ is used for implantation in arteriovenous fistula creation surgery, to provide support for AVF, etc.
; from Israel, heart failure monitoring equipment and laparoscopic surgery intelligent auxiliary equipment are introduced
.
