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【Pharmaceutical Network Market Analysis】The 2022 national medical insurance negotiations, which have attracted much attention in the industry, will officially start negotiations in the near future and will produce results
.
This round of medical insurance catalog adjustment on the basis of "basic protection", focusing on major diseases, chronic diseases, rare diseases and other fields, expanding the drugs in the catalog to cover clinical necessity; Value-oriented to improve the economy of drugs, select drugs with high cost performance and strong accessibility for inclusion in the catalog; Improving the R&D capability of the pharmaceutical industry is innovation-oriented, and the adjustment idea
of "encouraging innovation" is clarified.
The data shows that a total of 490 drug declarations have been filed in this round of medical insurance negotiations, and a total of 343 drugs have officially passed the formal review
.
Among them, 199 varieties outside the list successfully passed the preliminary examination, including 184 traditional Chinese and Western medicines (144 unique varieties) and 15 proprietary Chinese medicines (14 unique varieties).
According to the Essence Securities report, according to the List of Declared Drugs Passing the Preliminary Form Review, at least 22 domestic innovative drugs (including introduced products) participated in medical insurance negotiations
for the first time in 2022.
These include 3 innovative drugs from Hengrui Pharmaceutical, 2 new drugs from BeiGene and Zai Lab, and new drugs from Akeso, Henlius, Corning Jerry/Sidi/Simcere, Ascentage Pharma/Innovent Biologics, and Hutchison Pharma all participated in the medical insurance negotiations
.
Other statistics show that 81 individual drugs will participate in this round of medical insurance negotiations
for the first time.
These include BeiGene's CD3/CD19 dual antibody, Hutchison's MET inhibitor sevotinib, and Hengrui Pharmaceutical's CDK4/6 drug Dalcilib
.
In this regard, some brokerage analysts expect that the overall negotiation results will continue to encourage the enthusiasm of innovative drug companies to develop and commercialize differentiated varieties, and innovative products with first-mover advantages will receive a reasonable premium
.
It is reported that Luoxin Pharmaceutical has 3 drugs participating in the medical insurance catalog adjustment negotiations, of which tegolaxen tablets are new drugs outside the list negotiation
.
The product was approved for marketing on April 13 for the treatment of reflux esophagitis (RE).
RE is a common disease of the digestive system, which refers to the reflux of stomach contents into the esophagus, resulting in chronic inflammation caused by esophageal mucosal damage, and in severe cases, esophageal ulcers, strictures and even cancerous changes, which greatly affects
the quality of life and physical health of patients.
Tegolaxen tablets are the first self-developed potassium competitive acid blocker (P-CAB) in China, which has the characteristics of rapid onset of 30 minutes, strong and long-lasting acid suppression, and easy to take, which is expected to bring new treatment options to patients with reflux esophagitis and improve the quality of life of
patients.
The differentiation advantages of Junshi Biologics' core product teripulimab are also obvious, and the indications of this product cover comprehensively and rank first
in multiple tracks.
In the first three quarters of 2022, the company achieved operating income of 1.
218 billion yuan, mainly from the domestic commercial sales revenue
of teripulimab.
It is reported that the category of teripulimab injection negotiation is a unique new indication.
Some institutions believe that in this negotiation, simple renewal rules will be adopted for new indications of innovative drugs, and the price reduction is expected to be moderate
.
In recent years, the adjustment, optimization and implementation of the medical insurance catalogue have been conducive to the R&D and commercialization of innovative drugs, and the macro environment and epidemic prevention policies at the current point have shown a trend of marginal improvement, and the innovative drug industry is expected to usher in better investment opportunities
.
Minsheng Securities also said in the research report that this round of medical insurance national talks about renewing more products, which is expected to drive the market of innovative drugs, and innovative pharmaceutical companies with BIC/FIC products are expected to achieve rapid volume
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.