40 more than 1 billion varieties of "no progress, no retreat" who can take the new health insurance.

Pharmaceutical Network September 24th, 2020 National Health Insurance Drug Catalog adjustment through the form of examination of the list of declared drugs recently released to the public, 751 products on the list, the number of the industry shocked: 728 varieties outside the catalog of attention: including 12 new crown pneumonia diagnosis The products of the treatment programme, 11 base drug products, 28 products that encourage imitation or clinical need, 3 national selected products, and 181 products that have been approved or adapted after 2015, as well as 493 provincial health insurance catalogue products.
as early as the 2019 edition of the National Health Insurance Directory released, clearly mentioned that the original provincial drug catalog in accordance with the provisions of the increase in Class B drugs, should be gradually digested within 3 years ... It can be said that if you do not squeeze into the national health insurance directory, it is difficult to escape the fate of the decline in sales, but according to the relevant regulations, the new drugs included in the health insurance catalog to determine the payment criteria simultaneously, which means that to enter the catalog, will accept the conditions for price reduction.
meters of intranet data show that in 2019 in China's urban public hospitals, county-level public hospitals, urban community centers and township hospitals (referred to as China's public medical institutions) terminals, sales of more than 1 billion, has entered more than one provincial health insurance catalog of 40 products, a total sales of 89 billion yuan.
affected by the outbreak in 2020, the hospital drug market growth rate is expected to be about 1%, if calculated, the total sales of these 40 more than 1 billion varieties in 2020 can reach 90 billion yuan.
18 heavy-weight products and new medical insurance, the focus of monitoring varieties "no way to go" table 1:18 not included in the medical insurance through the form of examination of declared drugs list of more than 1 billion products Source: Minet China's public medical institutions terminal competition pattern note For the first batch of national key monitoring rational drug catalog products 40 more than 1 billion, and has entered the provincial health insurance catalog of products, involving the first batch of national key monitoring of rational drug catalog products have 17, the total market size of up to 40 billion yuan.
of these products are four, involving Jilin Four Rings Pharmaceuticals, Jinzhou Aohong Pharmaceuticals, Beijing Shuangyu Pharmaceuticals and Jilin Yandong Pharmaceutical Group.
In addition, the injection of meloxirin sodium Shubatan sodium in China's public medical institutions in 2019 terminal sales of nearly 3 billion yuan, the number of approved enterprises reached 8, only entered the Zhejiang Province health insurance directory, is not expected to enter the national health insurance, its sales impact is not large.
Some analysts pointed out that this provincial health insurance into the current round of health care negotiations, is bound to speed up the unification of the national health insurance directory, the rest of the drugs not into the negotiating list will be gradually digested, accelerate the completion of the three-year clean-up of local health insurance work.
green leaves, Jichuan, Yangzijiang... Eight exclusive products will enter the negotiations According to Article 12 of the Interim Measures for the Administration of Essential Medical Insurance Drug Use issued in July 2020, the payment standards shall be determined simultaneously for newly incorporated drugs in the Drug Catalog: exclusive drugs shall be determined by means of access negotiations;
22 into the list of more than 1 billion drugs through formal review, exclusive products accounted for 8, chemicals for the whole body of anti-infective drugs have 2, nervous system drugs have 2, anti-tumor and immunomodulators, respiratory drugs each accounted for 1, Chinese medicine for respiratory diseases, cardiovascular diseases accounted for 1 each. Table
2: 8 specific sources of more than 1 billion exclusive products: Minet China's public medical institutions terminal competition pattern injection of yew alcohol liposome is the exclusive product of Leaf Pharmaceuticals, is currently the first and only approved global sales of yew alcohol lipid products.
In recent years, we have received more and more support in clinical applications: april 2019 as a first-line drug written in the 2019 China Society of Clinical Oncology Guidelines for the Diagnosis and Treatment of Primary Lung Cancer, in August 2019 by the 2019 Guidelines for Radiotherapy of Esophageal Cancer, and 2020 recommended by the China Society of Clinical Oncology Guidelines for Breast Cancer Diagnosis and Treatment for Her 2-negative advanced breast cancer first-line chemotherapy.
meters intranet data show that in China's public medical institutions terminal, 2017-2019 sales growth rate of this product is more than 10%, the main layout of the product in the city public hospitals, accounting for up to 90%, in recent years in the county-level public hospital layout also rose to about 8%.
the product has been listed in 10 provinces of the health insurance catalog, if extended to the whole country, sales are expected to achieve a large increase.
Jichuan Pharmaceutical Group's exclusive product Pudi blue anti-inflammatory oral solution clinically mainly used for mumps, pharyngitis, tonsillitis, swelling, etc. , in recent years in clinical applications, has been more and more recognized, by the "Henan Province adult influenza Chinese medicine prevention and treatment program" (1) 2019 edition) and "Henan Province Children's Influenza Chinese Medicine Prevention and Control Program (2019 edition)" as adult and children's influenza prevention and treatment drugs, in January 2020, selected in the "Chinese medicine pediatric clinical diagnosis and treatment guide" and so on.
meters intranet data show that in China's public medical institutions terminal, 2016-2018 sales growth rate of this product is more than 17%, the product is mainly located in urban public hospitals, accounting for about 60%, in recent years in the county-level public hospitals, township hospitals in the layout is gradually increasing, in 2019 accounted for 29%, 9%.
earlier in the 2019 edition of the National Health Insurance Directory proposed to clear the provincial health insurance varieties, Pudi blue anti-inflammatory oral liquid as Jichuan Pharmaceutical Group fist products have attracted market attention, whether the company can seize this opportunity to eliminate investors' doubts, worthy of attention.
Yangzijiang Pharmaceutical Group Guangzhou Hairi Pharmaceuticals' exclusive product, chloretamine tablets listed in 2009, is a new second-generation antihistamine drugs, with quick-acting, long-lasting, strong-acting, safety four characteristics.
meters intranet data show that in China's public medical institutions terminal, 2016-2018 sales growth rate of this product is about 20%, the main layout of the product in the city public hospitals, accounting for about 60%, in recent years in the county-level public hospital layout is gradually increasing, in 2019 accounted for 30%.
the product has been listed in nine provinces of the health insurance catalog, if extended to the whole country, sales are expected to achieve a large increase.
13 products will carry out bidding killing, stone medicine, Ruiyang ... Who will enter in the end? Table 3: 14 specific sources of more than 1 billion non-exclusive products: Minet China's public medical institutions terminal competition pattern for the second batch of national organizations centralized procurement of drugs selected drugs with yew alcohol (albumin binding type) for the second batch of national collection of selected products, will be in accordance with the relevant provisions of centralized procurement to determine the payment standards;
zisin injection was originally Yangzijiang's fist, exclusive products, after the market sales continue to brush a new high, 2016-2017 sales growth of more than 20%, 2018-2019 growth slowed down, also more than 15%, in 2019 sales of this product close to 6.8 billion yuan.
end of 2019, Nanjing Yuke Pharmaceutical's six types of imitation listing applications were approved, becoming the second in China, due to the short time to market, the current sales scale has not yet been formed.
Zosin injection has entered the health insurance directory of 20 provinces, if successfully extended to the whole country, Yangzijiang and the new entry between the competition will be how? We'll see.
figure 1: Tezosin injection approval source: Mi net one-click search in addition, in these non-exclusive products, has entered the number of provincial health insurance less than 10 products, if successfully entered the national health insurance directory can be instantly extended to the whole country, sales volume is expected to blowout growth.
we pay close attention to the dynamics of hydrochloric acid polyphosphate lipid body injections and injections of cyclophosphate adenosine glucosamine.
Figure 2: Competition of hydrochloric acid polyphosphate lipid body injection enterprises in 2019 Source: Minet China Public Medical Institutions Terminal Competition Pattern Hydrochloric acid Dolubi star lipid body injection 2015 in China's public Medical institutions terminal sales exceeded 1 billion yuan, in 2017 exceeded 2 billion yuan, in 2019 became more than 3.4 billion yuan of heavy-weight products, currently in the implementation of the provincial health insurance catalogue involving Guangxi, Hebei, Liaoning, Ningxia and Xinjiang.
From the point of view of enterprise competition, Shi Pharmaceutical Europe and Italy pharmaceutical industry accounted for half of the mountain, the main layout is concentrated in urban public hospitals, Changzhou Jinyuan Pharmaceutical market share is also more than 30%, the main layout is also in urban public hospitals, but its layout strength in county-level public hospitals can not be ignored.
injection of cyclophosphate glucosamine for heart failure, myocarditis, sinus syndrome, coronary heart disease and cardiomyopathy, can be used for complementary treatment of arrhythroids.
the product exceeded 1.9 billion yuan in terminal sales at public medical institutions in China in 2016, then dropped sharply to 1.5 billion yuan in 2017, rebounded slowly at 2.81 percent and 3.28 percent growth rates in 2018-2019, with sales of nearly 1.6 billion yuan in 2019 and seven provincial health insurance directories currently in operation.
from the point of view of corporate competition, Ruiyang Pharmaceuticals accounted for half of the mountain, Wuxi Kev Pharmaceutical market share is also more than 30%.
it is worth noting that the product has earlier entered Sichuan, Qingdao, Inner Mongolia and other places of the key monitoring directory, if this smooth entry into the national health insurance, "black history" will be whitewashed.
, the success rate of the 2019 Health Care Directory negotiations was 64.7 percent, with 97 of the 150 drugs involved in the negotiations successful.
Earlier, Xiong Xianjun, director of the Medical Services Administration Department of the National Health Insurance Administration, said that this year's negotiations will organize experts to strictly grasp the relevant standards and conditions, social and pharmaceutical companies to negotiate reasonable expectations, the success rate may not be very high.
it is understood that the bidding phase of the negotiations will take place in October-November.
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