66 exclusive imported drugs into the "quasi-medical insurance" five PD-1 unit price can reduce "geometry"?

Text . . . On September 18, the State Administration of Medical Security issued an announcement on the publication of the "Declaration List of Declared Drugs for The 2020 National Health Insurance Drug Catalog Adjustment through Formal Review" (hereinafter referred to as the "Declaration List"), which showed that a total of 751 varieties had passed the formal examination.
In this public list, there is no shortage of all kinds of star products, especially this time there is no shortage of innovative drugs or exclusive imported drugs into the "quasi-medical insurance", according to statistics list "exclusive imported drugs" there are as many as 66, in addition to the most popular innovative antibody drugs - PD-1/PD-L1, following Cynda Bio's Xindili single-resistance price reduction into the health care catalog, this year, the other seven PD-1/PD-L1 products into the Declaration List, actively preparing for a new round of national health insurance catalog adjustment.
Although the adjustment of the national health insurance directory is the need to consider all aspects of the market factors, drug value (efficacy), safety, price and so on need to be involved, not all innovative drugs will be included, but in last year's precedent (Syndili monoanti) role, it is expected that this year's PD-1 drugs selected in the national health insurance catalog will become the focus of market attention.
Of course, as a hot field of innovative drug research and development, the industry competition gradually fierce PD-1 track, in the end through the new version of the national health insurance catalog how to reshape the industry pattern, suddenly become the majority of enterprises in the "innovative drug layout" hesitant to be extremely concerned about, perhaps also let the traditional enterprises determined to make a comprehensive transformation of the last "fire"! Whether the entry of innovative drugs into health insurance will have an impact on health insurance funds macro, 70% of the market share will be the silent burden of health insurance.... From a subjective point of view, the health-care sector wants to include more drugs where funding permits to reduce the pressure on patients to pay.
but health care funding is limited, we should use it where it is most needed.
to PD-1, for example, the proportion of cancer relative to underlying diseases is still low, overemphating that "all new must-haves" will only increase the pressure on health care funding while unreasonably taking up health care resources.
Although the auxiliary drug and the clinical value of old drugs are transferred out, the medical insurance fund expenditure realized the "cage for bird", to have a higher clinical value of innovative drugs tilt, but in the health insurance fund "in and out" at the same time, the establishment of suitable innovative drug medical insurance threshold should also be put on the agenda as soon as possible.
is it feasible for PD-1 prices to be significantly reduced as a result of health insurance? At present, as industry competition becomes more complex, PD-1 and other innovative drug price reduction space can still be developed.
the inclusion of innovative drugs in national health insurance means that lower prices will be accompanied by increased sales.
the most important challenge for these unsealed PD-1/PD-L1 monodes to successfully enter the national health-care list is to negotiate price cuts.
Of course, with the increase in the number of innovative drugs in China and the increasing competition in the Chinese market, especially some of the larger sales and a wider audience of PD-1 drugs, there is still the possibility of a downtring in future prices, early access to health insurance can not only preserve the competitive advantage of the market, but also improve the scope of product audience, expand revenue.
of course, the specific range still depends on the dynamic changes in market competition.
On the other hand, compared with domestic and foreign PD-1 prices, domestic prices in the global scope, has been in a very low range, innovative drugs or original research imported drugs, independent price reduction, whether in the willingness or strength, operational space will not be very large.
health insurance may be the best way to sharply lower drug prices, for the good of the country and the people.
Whether the decline in the price of innovative drugs can affect the willingness of enterprises to research and development about, innovative drug research and development will, in fact, the fundamental point is not in the price of innovative drugs, on the current China's listed companies published annual report information revealed that the profits obtained after the listing of innovative drugs is still far greater than the corresponding investment in research and development (regardless of the probability of failure of research and development up to 90%).
drug revenue profit is the ultimate consideration factor, and with the deepening of volume procurement, transformation of innovative drugs is not only a good choice for enterprises, but also the only choice for enterprises.
pharmaceutical companies out of the "comfort zone", to promote the development of medical services is the fundamental purpose of the country! As a result, of course, there will be increasing pressure on companies that fail to bring drugs to market as early as possible or for companies that are still in the early stages of developing a structure.
the rapid response of the capital market, the medical sector layout to strengthen such a significant news, to a large extent will have an impact on the capital market, especially after a long period of decline in the pharmaceutical sector, at least the innovative pharmaceutical sector is expected to usher in the second half of the first rebound.
In short, with the deepening of the national medical reform, innovative drugs into the "quasi-medical insurance" is only the beginning, but the competitive points of the innovative pharmaceutical industry will also change, basically maintained in the field of adaptive diseases, prices, efficacy, time-to-market, medical insurance qualifications within the scope of the rise in the status of several people is inevitable....