The inclusion of innovative drugs in medical insurance has become a catalyst for high volume, and a large number of pharmaceutical companies have accelerated their deployment

Under the background of the rapid development of biotechnology and the accelerated rise of the innovative drug industry in China, more domestic innovative drugs are accelerating their advance to the medical insurance catalog
.
It is understood that many domestic blockbuster innovative drugs that have been highly concerned by the market have all appeared on the medical insurance catalog
.
Including the PD-1 drugs of Hengrui Medicine, BeiGene, and Junshi Bio, as well as Ametinib, Zanubrutinib, Lenvatinib,
etc.
It is worth mentioning that, under the influence of medical insurance, many domestic innovative drugs have ushered in rapid doses after they are launched, such as ametinib mesylate tablets (Hassen), edaravone dexcamphenol injection concentrated solution (first).
Sound), Tislelizumab Injection (BeiGene), and Zanubrutinib Capsules (BeiGene) were all included in the national medical insurance through negotiation in the same year, and the sales growth in 2021 will all reach 4 digits or more
.
With a large number of innovative drugs entering the medical insurance market, more and more pharmaceutical companies are actively preparing for the medical insurance negotiation
.
It is reported that as early as November 5, 2021, the third quarterly report disclosed by BeiGene showed that the company is preparing for the upcoming national medical insurance drug catalog negotiation for eligible products, including the addition of first-line treatment for non-squamous non-small cell lung cancer.
, Bai Zean, etc.
for the first-line treatment of squamous non-small cell lung cancer and the second- or third-line treatment of hepatocellular carcinoma
.
On the 4th, Rongchang Bio disclosed the prospectus, stating that the company's core product tacitabine for the treatment of systemic lupus erythematosus and vedicetumab for the treatment of gastric cancer were approved in China in March 2021 and June 2021, respectively.
Conditionally approved for listing, the company is actively preparing relevant materials for participating in medical insurance negotiations, with a view to rapidly expanding product sales channels in a short period of time and effectively and quickly promoting product sales
.
Prior to this, the record of investor relations activities disclosed by Betta Pharmaceuticals also stated that at the time of a new round of medical insurance negotiations, the company is also actively cooperating with Conmana and Bemina's access work
.
It can be seen from the above that inclusion in the medical insurance catalog has undoubtedly become an important catalyst for the increase in the volume of innovative drugs
.
In this regard, institutions generally believe that as more and more innovative drugs newly included in medical insurance start a period of rapid increase in volume, my country's pharmaceutical industry will accelerate its transformation towards innovation in the future.

.
It is worth noting that in addition to the acceleration of medical insurance to promote the increase in the volume of innovative drugs, from an overall point of view, in fact, the sales of new drugs by many pharmaceutical companies have continued to develop in recent years
.
For example, in 2021, Fosun Pharma will adhere to the "4IN" strategy (Innovation, Internationalization, Integration, and Intelligentization) under the pressure of centralized drug procurement and price reduction for stock varieties, and the overall performance will remain stable.
The proportion of revenue from new products and the proportion of revenue from regions other than mainland China and other countries continued to increase, and the revenue structure continued to be optimized
.
It is understood that in 2021, Fosun Pharma's pharmaceutical business revenue will be 28.
904 billion yuan, a year-on-year increase of 32.
1%, accounting for 74.
1% of operating revenue
.
Among them, the revenue of new and second-time new products, including Fubitai, Hanlikang, Hanquyou, Su Kexin, etc.
, accounted for more than 25% of the revenue of the pharmaceutical business
.
It is worth mentioning that during the reporting period, its self-developed product Hanlikang (rituximab injection) achieved revenue of 1.
690 billion yuan, a year-on-year increase of 125.
33%
.
In general, the inclusion of innovative drugs in medical insurance will set off a new pattern of treatment and bring benefits to a large number of pharmaceutical companies
.
However, industry analysis also pointed out that for pharmaceutical companies, they should actively deploy new technologies and products around unmet needs in therapeutic areas, and connect with global excellence through diversified and multi-level cooperation models such as independent research and development, cooperative development, licensing introduction and deep incubation.
Scientific talents, promoting the development and implementation of innovative technologies and products, and commercialization are the long-term way of enterprise development
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.