A new round of medical insurance drug access negotiations started! 150 varieties "close combat"

[pharmaceutical network industry trends] following the national drug volume procurement, the pharmaceutical industry and investors are paying attention to a major event! From November 11, a new round of medical insurance drug access negotiations has been launched The negotiation involves 150 drug varieties, involving more than 70 enterprises, including Novartis, Xi'an Janssen, Pfizer, GlaxoSmithKline, Zhengda Tianqing, Lizhu group, Hengrui pharmaceutical and other domestic and foreign pharmaceutical enterprises This round of negotiation is a great test for pharmaceutical companies It is reported that most of the 150 drugs shortlisted are innovative drugs with high clinical value but high price, or products with great influence on the medical insurance fund The treatment field involves major diseases such as cancer and rare diseases The negotiation will be carried out by the combination of competitive negotiation and price comparison negotiation Competitive negotiation does not set a low price, and the products with low price will be selected However, most varieties adopt the way of price comparison negotiation, that is, the state health insurance bureau determines the low price first, and the enterprise makes two quotations If both of them exceed 15% of the low price, they may be out of the game According to the industry, after several days of negotiation observation, the sharp price reduction of negotiated varieties has been the consensus of local and multinational pharmaceutical enterprises, so the pressure of enterprises is relatively large According to the information revealed in the current negotiation venue, the medical insurance drug access negotiation is conducted according to the disease Among them, liver disease drugs were discussed on November 11, and the varieties mainly focused on diabetes drugs and tumor drugs in the afternoon of November 12 The anticancer drug PD-1 was negotiated in the morning of the 13th, and the varieties of the negotiation in the afternoon included psychotropic drugs, etc Every day, there are two negotiations in the last afternoon, each about 20 pharmaceutical companies Among them, diabetes medication is one of the focus varieties in this negotiation It is understood that in the afternoon of December 12, Lilly, Johnson & Johnson, hisilico and other manufacturers involved in diabetes related drugs entered the conference hall, and then speculated that the afternoon was mainly focused on the negotiation of diabetes drugs On the second day, the share price of some A-share listed companies involved in diabetes related drugs fell to different degrees, among which hisilico fell to a stop The anticancer drug PD-1 has also attracted the attention of the industry On the morning of the 13th, the "K medicine" of mosadong, the "O medicine" of Bristol Myers Squibb, the trepril mAb of Junshi biology and the sindili mAb of Cinda biology launched negotiations At present, the negotiation results of the four pharmaceutical companies have not been disclosed The industry believes that the key consideration of this negotiation is the price, and the domestic drugs with lower price are more likely to succeed in the negotiation According to the price of this kind of drugs in 2018, the annual treatment cost of Junshi bio tuoyi is about 190000 yuan / year, that of Xinda bio dabeshu is about 290000 yuan / year, and that of O and K drugs are over 300000 yuan / year However, in terms of indications, drug K has been approved for three indications in China, while only one indication has been approved for several other pharmaceutical companies Analysts believe that after this pharmaceutical negotiation, the domestic market pattern of PD-1 is expected to continue to change Based on various factors, among the more than 70 enterprises participating in the medical insurance negotiation, the varieties of Zhengda Tianqing, Lizhu group, Hengrui pharmaceutical and other large pharmaceutical enterprises are expected to be selected successfully In terms of multinational pharmaceutical enterprises, such as Roche's targeted drug for ALK positive non-small cell lung cancer, ansanza, the innovative targeted drug for breast cancer, Paget, Pfizer's breast cancer heavyweight drug, iboxin, Shangjie, the rheumatoid drug, and enli, the biological DMARD drug for rheumatoid arthritis and ankylosing spondylitis, etc.; in terms of domestic pharmaceutical enterprises, such as androtinib of Zhengda Tianqing, Aizhu group, etc Meprazole, etc.