Yunnan released the latest progress of the country's dual-channel drug talks

01 Released the latest development of dual-channel in many places

On January 13, the Yunnan Provincial Medical Insurance Bureau and other three departments jointly issued the "Notice of the Yunnan Provincial Drug Administration on Establishing and Improving the "Dual Channel" Management Mechanism of National Medical Insurance Negotiated Drugs", which clarified that the national negotiation drugs (including generic drugs with the same generic name and Biosimilar drugs) are all included in the scope of "dual-channel" guaranteed drugs and dynamically adjusted

A total of 117 types of medical insurance adjustments in 2021 were included in the scope of negotiations, and 94 were negotiated, including the original 27 types in the catalog and 67 new types

In addition to the drugs in the country, Yunnan encourages qualified regions to include out-patient special diseases and other drugs for chronic diseases (except narcotic drugs, psychotropic drugs, and toxic drugs for medical use) that are eligible for outpatient use by employees and urban and rural residents in Yunnan Province.

The "Notice" specifically pointed out that "dual-channel" pharmacies should be equipped with a national medical insurance negotiation drug variety of no less than 30%, and the sales of dual-channel drugs must have the price listed on the Yunnan Provincial Drug Tendering and Purchasing Platform, and the actual purchase price should be used as the sales price, and should not be higher than The price of the platform hanging on the net

Designated medical institutions and "dual-channel" pharmacies implement unified payment standards and price policies for medical insurance drugs, that is, the national unified payment standard.

With the exception of Yunnan, new progress has been made in the promotion of the dual-channel policy for national talks on drugs in various regions recently

On January 11, the Guangzhou Municipal Medical Insurance Bureau and other three departments jointly issued the "Guangzhou Municipal Implementation Rules for Establishing a "Dual Channel" Management Mechanism for National Medical Insurance Negotiation Drugs", which included 291 drugs in the first batch of "dual channel" drugs in Guangzhou

On January 10, the Hunan Provincial Medical Insurance Bureau also announced on its official website the first batch of designated medical institutions for "dual-channel" management at the provincial level, including 17 medical institutions such as Hunan Cancer Hospital and Hunan Maternal and Child Health Hospital.

02 The sword points to the country and talks about the problem of the last mile of landing

The main purpose of Guotan's inclusion of drugs in dual channels is to solve the problem of "difficulty in hospital admission"

On May 10, 2021, the National Medical Insurance Administration issued the "Guiding Opinions on Establishing and Improving the "Dual-Channel" Management Mechanism for National Medical Insurance Negotiation Drugs" (hereinafter referred to as the "Opinions"), proposing that in order to solve the problem of "difficulty in hospital admission" for drugs negotiated by medical insurance, Together with designated medical institutions, we will form a "dual channel" for negotiating drug reimbursement, and strive to improve drug accessibility

The focus is to include drugs with high clinical value, urgent demand, high cost, and low substitution into the "dual channel", and at the national level, the designated retail pharmacies are clearly included in the scope of medical insurance drug supply guarantees (the payment standards are unified with medical institutions)

According to the analysis of Cathay Pacific Securities, there is strong medical insurance support for dual-channel drugs in various regions.

In fact, with the deepening of medical reform, many innovative drugs are now being sold through DTP pharmacies

03 Leading chain welcomes good

At present, the dual-channel policy has been implemented in various places, and it remains to be seen how the final effect will be

On the one hand, the promotion of the dual-channel policy will help retail pharmacies to undertake state-controlled drugs, provide patients with more professional pharmaceutical services, and may even become an important form of drug circulation and distribution in the future

On the other hand, the dual-channel policy also accelerates the further decoupling of the interest relationship between hospitals and medicines, further enhancing the bargaining power of retail channels

However, the "Opinions" clearly require relevant pharmacies to have certain hardware equipment, connect with the medical insurance information platform and electronic prescription platform in terms of informatization, establish a storage and distribution system that meets the requirements in terms of drug management, and adopt stricter regulations in terms of medical insurance fund supervision.
measures
.

At the same time, various localities have strict requirements on dual-channel pharmacies, such as the requirement that the nationally-discussed variety allocation rate should reach more than 30%
.

The above standards will increase the pressure on small and medium-sized chains that rely solely on geographical and inherent medical insurance resources.
Therefore, leading chain pharmacies are expected to benefit, and the industry concentration will further increase
.

It is understood that among the companies currently deploying DTP pharmacies, there are pharmaceutical distribution companies such as Shanghai Pharmaceuticals and Sinopharm, as well as chain retailers such as Common People and Dashenlin, as well as innovative payment integrated platforms such as Yuanxin and Sipai.
relatively strong
.

According to the information of the China Federation of Medicine and Logistics Branch, from 2018 to 2020, the national DTP pharmacy drug retail scale has grown rapidly.
In 2020, the market size will be about 18 billion yuan, a year-on-year increase of 28.
6%
.
As the industry continues to develop, it is possible to