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On January 5, the 2022 national medical insurance on-site negotiations, which have been postponed for more than a month
, officially opened today.
In contrast to Beijing's cold winter moon, the heat of this medical insurance negotiation can be clearly felt from the feedback from the on-site situation in the front: the entrance of the National People's Congress Conference Center has been bustling since early in the morning, and people waiting are discussing the varieties and prices of medical insurance negotiations
.
It is reported that in today's full-day negotiation process, negotiators from Kelun Pharmaceutical, Japan's Otsuka Pharmaceutical, Fresenius Kabi, Baxter, Chia Tai Tianqing, Zai Lab, Simcere Pharmaceutical, Astellas, Nanjing Haina, Beijing Ruiye and other enterprises entered the negotiation site
.
Compared with the "2022 National Basic Medical Insurance, Work-related Injury Insurance and Maternity Insurance Drug Catalogue Adjustment Approved Formal Review Drug List" issued by the National Health Insurance Administration, the relevant negotiation varieties of the above enterprises mainly involve omarcycline tosylate for injection, edaravone dextrol concentrated solution for injection, ceftazidime / 5% glucose injection for injection, cefmetazole sodium / sodium chloride injection for injection, etc.
, it is not difficult to predict that today's on-site negotiations, breathing, Areas such as anti-infection are the focus of
negotiations.
In 2021, a phrase at the national medical insurance drug negotiation site, "Every group should not be abandoned", resonated
strongly with the public.
Since the establishment of the National Medical Insurance Administration, the medical insurance drug list has been adjusted for four consecutive years, a total of 507 new drugs and good drugs have been included, 391 drugs with uncertain efficacy have been transferred, the total number of drugs in the current version of the medical insurance list has increased to 2860, and the average price of drugs included in medical insurance through negotiation has been reduced by more than 50%, effectively reducing the burden
on patients 。
Today, on the first day of the high-profile national talks, what other news is coming?
"Basically in line with business expectations"
According to the negotiations in previous years, between 2018 and 2021, the average reduction in drug prices negotiated by medical insurance was about
50%-60%.
According to the current simplified renewal rules, the price reduction of innovative drugs after new indications may be reduced by 44% compared with the possible average reduction of 50%~60% in renegotiation
.
In the first day of negotiation, it can be intuitively felt from the surrounding situation that enterprises with fewer varieties and single varieties have higher negotiation efficiency, and can complete the negotiation within one hour; In contrast, some enterprises with a large number of negotiation varieties do not experience much for two or three hours from entering to walking out of the negotiation site
.
The price of the first day of negotiation is not yet known, but it is understood that a number of drugs participating in the negotiation today have been successfully
negotiated.
In an interview with a reporter from the New Media Center of "Medical Economic News", a representative of the company said: "The overall negotiation is basically in line with the expectations of the enterprise, but the specific details cannot be disclosed
.
”
In addition, in today's medical insurance negotiations, there are no oncology drug products, and some company representatives who came to the scene to "step on the spot" in advance said that the on-site negotiations of their company's oncology drug products are scheduled for January 7
.
In fact, before this medical insurance negotiation, the price adjustment expected by the market for this medical insurance catalog access negotiation should be relatively moderate
.
A number of securities research reports believe that on the basis of "guaranteeing the basics" to give greater support to "promoting innovation", on this basis, large pharmaceutical companies with large innovation value, excellent clinical effects and cost advantages are expected to gain advantages in fierce negotiations and fully share the dividends
of medical insurance funds.
Some of the varieties that may be involved in today's "national talks"
There is no new news about CAR-T products
Relmacel injection, the second CAR-T drug in China and the sixth in the world, produced and developed by JW Therapeutics, is undoubtedly the most anticipated star
of this national talk.
Relmacel injection was shortlisted for the first time in the national talks, and the purchase price was 1.
29 million / injection, which was 90,000 yuan
more expensive than the unselected Aquilencel injection.
According to this year's medical insurance negotiation rules, for high-priced drugs to be included in the formal review, the National Health Insurance Administration said that this year, some more expensive drugs passed the preliminary formal review, only indicating that the drug meets the declaration conditions and has been qualified
to enter the next link.
Whether such drugs can eventually enter the national medical insurance drug catalogue also needs to be strictly reviewed in many aspects, including economy, and the exclusive drugs that pass the review must be negotiated, and non-exclusive drugs must be competitive, and only successful negotiations or bidding can be included in the catalog
。
The industry view points out that from the current market and production of CAR-T products, because it is an individualized production process, the production cost of relma-cel injection itself (excluding commercial costs) is not low, and it is likely that there is no way to reduce the price to the range of medical insurance negotiations; If JW Therapeutics' determination to reduce prices is not obvious, it is likely not to participate in national talks
.
Non-exclusive drugs are attracting attention
On June 13, 2022, the "2022 National Basic Medical Insurance, Work-related Injury Insurance and Maternity Insurance Drug Catalogue Adjustment Work Plan", "Negotiated Drug Renewal Rules" and "Non-exclusive Drug Bidding Rules" released on the official website of the National Health Insurance Administration were made public
for the first time since the 2016 national drug access negotiations.
After expert review, it is recommended that non-exclusive drugs be added to the medical insurance drug catalog, except for selected drugs and government-priced drugs in the centralized procurement of drugs organized by the state, will be entered into the medical insurance catalogue by means of
competitive bidding.
The "Plan" proposes that the medical insurance party will organize the calculation experts to calculate according to the procedure, and the enterprises participating in the declaration shall submit quotations according to the procedures, as long as one enterprise participates and the quotation is not higher than the willingness to pay by medical insurance, the generic drug will be included in the Category B part of the drug list, otherwise the generic drug will not be included
.
Where a drug is included in the drug catalogue through competitive bidding, the lowest of the quotations of each enterprise shall be taken as the payment standard
for the generic drug.
It can be seen from the rules that after the introduction of this catalogue, non-exclusive drugs entering the catalogue will produce a unified medical insurance payment standard, which is also a new way
to determine the medical insurance payment standard.
According to the "2022 National Basic Medical Insurance, Work-related Injury Insurance and Maternity Insurance Drug Catalogue Adjustment Approved Drugs List through Form Review", 198 new non-medical insurance products were added, of which 41 were non-exclusive products, of which 40 were western medicines and 1 was a proprietary Chinese medicine
.
Non-exclusive products have always been the main force of price reduction, and in order to enter medical insurance, companies will also need to face new methods
for medical insurance bidding price reduction in 2022.
In addition, it is worth noting that according to the rule of determining the medical insurance payment standard at the lowest declared price, it means that the varieties that pass the bidding will passively enter the catalog at a low price, and the products of enterprises that quote high prices and do not participate in the bidding will also be reimbursed by medical insurance at this price, and some insiders predict that "price competition may be no less than centralized procurement"
.
Some insiders said that the rules are mainly aimed at products that occupy the out-of-hospital market at high prices, and are a supplement and improvement
exploration of the centralized procurement policy.
Taking the most competitive variety of memantine hydrochloride sustained-release capsules as an example, a total of 5 companies declared, namely Zhejiang Jingxin Pharmaceutical, Qingdao BAHEAL Pharmaceutical, Jiangsu Tasly Diyi Pharmaceutical, Chengdu Yuandong Biopharmaceutical, Fujian Baonuo Pharmaceutical; In addition, fosapitan dicamine for injection also has competition from many enterprises, including Shandong Luoxin, Jiangsu Haosen, Chia Tai Tianqing and so on
.
From the perspective of treatment, in the next medical insurance negotiation process, the nervous system, endocrinology and metabolism, cardiovascular, oncology and other fields are still attracting market attention
.
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