Benefit from the reform of drug price, pay attention to blood products and designated production of drugs

Source: on November 15, 2014, the executive meeting of the State Council arranged to accelerate the price reform and let the market price more The deregulation of drug prices is not groundless In fact, the drug price reform has been put forward since last year In early July last year, the national development and Reform Commission decided to carry out cost price investigation on some enterprises, including special investigation on ex factory, port price and cost At the two sessions of this year, the news that the development and Reform Commission plans to promote the drug price reform again came out, including the price increase of Chinese patent medicine, low-cost drug catalogue, etc; In the first half of this year, the price liberalization of low-cost drugs can be regarded as a preliminary test of drug price reform; on October 22, Jiangxi Province took the lead in liberalizing the control of the maximum retail price of 601 over-the-counter drugs under the provincial control, and the manufacturers set their own prices The maximum retail price limit is a traditional government price control mode and a legacy of the past planned economy era It is an inevitable trend to carry out market-oriented reform in the future Under the existing bidding rules, the actual effect is limited Under the existing bidding rules, the bid winning price of most drugs is far lower than the maximum retail price It is difficult for most pharmaceutical manufacturers to guarantee that they can win the bid while raising the price Even for exclusive varieties, it is difficult to raise the price of drugs by referring to the bidding rules of other provinces In accordance with the relevant laws and regulations of the state, centralized bidding for class I psychotropic and narcotic drugs and family planning drugs will not be carried out temporarily, and designated production will be carried out by the state, and designated procurement will be carried out by medical institutions After the deregulation of drug prices, relevant enterprises have greater freedom to raise drug prices In our opinion, under the existing bidding rules, drug price liberalization lacks practical significance for most varieties, and is more conducive to blood products that are not subject to the bidding restrictions, fixed-point production of drugs and the first generic and patent drugs without bidding history Recommended attention: 1 Blood products related companies: Hualan biology, Tiantan biology, Boya biology, Shanghai Laishi 2 Designated manufacturers: humanwell pharmaceutical, Enhua pharmaceutical, Sinopharm, Hengrui pharmaceutical, Xianju pharmaceutical 3 Companies with strong R & D strength: Hengrui Pharmaceutical (CSCI)