Guotan Pharmaceutical "Dual Channel" Management Adjustment!

On April 26, the Jiangsu Provincial Medical Security Bureau issued the "Notice on Adjusting the "Dual Channel" Management and Separate Payment of Some Guotan Drugs", which adjusted the management methods of 8 Guotan drugs such as trastuzumab injection.
Effective from May 1, 2022
.
In addition to Jiangsu Province, Hunan and other places have also established a "dual-channel" management drug dynamic adjustment mechanism
.
In the opinion of Zeng Shixin, a senior person in the pharmaceutical industry, the establishment of the "dual-channel" management of drugs and the dynamic adjustment mechanism for separate payment of drugs are based on the requirements of the state
.
That is to say, according to the results of the dynamic adjustment of the national medical insurance negotiation drug catalogue, the "dual-channel" management catalogue will also change accordingly
.
At the same time, in provinces with sufficient medical insurance funds, in addition to including some Guotan drugs into the "dual-channel" management, some outpatient chronic and special disease drugs are also included in the "dual-channel" management, the significance of which is to meet the specific management of specific regions.
requirements, so as to better benefit the insured patients
.
1.
The listing of a number of star drugs is based on the adjustment requirements for "dual-channel" management drugs in Jiangsu Province: First, trastuzumab injection, bevacizumab injection, adalimumab injection, and raltitrexed injection 6 drugs, including erlotinib oral normal-release dosage form and deferasirox oral normal-release dosage form, were called up for separate payment lists and continued to retain the "dual-channel" management
.
The second is to transfer Eltrombopag ethanolamine tablets in the national medical insurance negotiation drug list to the "dual-channel" management and separate payment list
.
The third is to transfer the icotinib hydrochloride tablets in the national medical insurance negotiating drug list from the "dual-channel" management to the "dual-channel" management and separate payment list
.
Among them, the most attention is the monoclonal antibody drugs
.
According to data from Minet.
com, in the first three quarters of 2021, more than 50 antibody drugs were used in public hospitals in key provinces and cities in China, with sales of 10 billion yuan, a year-on-year increase of 51.
68%
.
At present, the overall domestic market for antibody drugs has exceeded 20 billion yuan, of which bevacizumab and trastuzumab are among the top 5 varieties in terms of sales.

.
Judging from the market situation, in 2021, Qilu Pharmaceutical will be listed in the top 10 in terms of sales of in-hospital medicines with an increase of 28%, and bevacizumab injection is a major driving force for Qilu Pharmaceutical's sales growth
.
According to data from the State Food and Drug Administration, in December 2019, Qilu Pharmaceutical's bevacizumab injection was approved, which is the first domestic bevacizumab biosimilar drug, mainly used for the treatment of advanced, metastatic or recurrent non-small cell lung cancer.
Small cell lung cancer, metastatic colorectal cancer
.
With the successive approval of many biosimilars, the market of the original Roche has been squeezed again and again, and Qilu Pharmaceutical has become the leader in the drug market
.
According to statistics, the sales of Qilu Pharmaceutical’s bevacizumab injection in the first year (2020) will reach 1.
2 billion yuan, and it will hit 3.
5 billion yuan in 2021, a year-on-year increase of 184%.
The market share exceeds that of the original Roche, reaching 57%
.
Bevacizumab injection has also become Qilu Pharma's best-selling drug in 2021
.
Bevacizumab, rituximab, and trastuzumab are known as Roche's "troika".
According to Roche's financial report, the global sales revenue of these three drugs in 2021 will total 8.
315 billion Swiss francs ($9.
1 billion).
, at the 2021 average exchange rate)
.
In January this year, Chia Tai Tianqing's first biosimilar drug, adalimumab injection, was approved for marketing, making it the fifth domestically produced drug
.
Driven by medical insurance and biosimilars, the domestic market of adalimumab has ushered in rapid growth, with terminal sales in China's public medical institutions approaching 1 billion yuan in 2020
.
2.
The first trial area of ​​the medical insurance policy This adjustment is based on the "Notice on "Dual Channel" Management and Dynamic Adjustment of Individual Payment Lists issued by the Jiangsu Provincial Medical Insurance Bureau last week
.
In terms of the scope of adjustment, the document mentions that the newly added "Guotan Drugs" in the new national catalog (including drugs transferred into the Negotiated Drug Catalog from the regular catalog) will be included in the scope to be transferred; Drugs that have expired and have been transferred to regular catalog management and negotiated drugs that have not been successfully renewed after the expiration of the agreement are included in the scope to be transferred out
.
Zeng Shixin pointed out that the "dual-channel" management catalogue of Jiangsu Province includes separate payment catalogues.
For those drugs and innovative drugs with long use cycles and high treatment costs, the Jiangsu Provincial Medical Insurance Bureau can implement separate payment according to the affordability of its medical insurance funds, but only if The drug must first be included in the "dual-channel" drug catalog, and then select the drug with a long use cycle and a high cost of treatment for separate payment
.
Jiangsu Province also requires that for the negotiated drugs that are not successfully renewed in the national medical insurance drug list after the expiration of the "Guotan Drug" agreement, the "dual-channel" management and separate payment drug list are simultaneously transferred; the "Guotan Drug" agreement expires The original "Guotan Drugs" that were later transferred to the regular catalogue and belonged to the drugs within the scope of the current "dual-channel" management and separate payment list in Jiangsu Province, withdraw from the separate payment and retain the "dual-channel" management
.
The carding found that as of now, in addition to Jiangsu Province, Hunan and other places have issued a notice on the dynamic management of "dual-channel" drugs in the country
.
In addition, since the beginning of this year, Jiangxi, Shanxi and other places have adjusted the scope of "dual-channel" drugs respectively
.
As of the end of January this year, the Shanxi Provincial Medical Insurance Bureau will add 36 drugs such as icatibant acetate injection among the newly negotiated drugs in the state in 2021, and eltrombopag ethanolamine tablets, ava maleate among the negotiated drugs during the agreement period.
Eight drugs, including Tropopa tablets and riluzole in the Class B list of medical insurance, are included in the scope of provincial special drugs
.
Some experts said that the "dual channel" and separate payment policies are decided by the provinces under the coordination of the state
.
Which drugs are included, reimbursed by hospitals or paid separately, each region has a certain discretion
.
Taking Eltrombopag as an example, Novartis learned that Haitrombopag is likely to enter the medical insurance list as an innovative drug after it is launched, so it chose to actively request to participate in the medical insurance negotiation from the conventional category B list, in order to obtain the negotiating drug corresponding to the competitive product.
Eligibility to obtain "dual channel" and separate payment eligibility in some provinces and cities
.
Judging from the results of the negotiation, these two drugs have entered medical insurance through price reduction, which is a good result for patients
.
"In fact, the policy adjustment of the 'dual-channel' management of drugs in various regions and countries needs to be based on the understanding of the policies in each region
.
Jiangsu, Zhejiang and other places have more medical insurance balances, and relevant departments are more willing to be pilot areas for the New Deal
.
Therefore, these places can be regarded as the pilot areas of the national medical insurance policy
.
” said the above-mentioned experts
.