Health care negotiations on the spot: PD-1 products with the Taiwan Competition, Zhongsheng Pharmaceuticals, Howson heavy drugs appear

This week, the pharmaceutical community's biggest concern is the health care negotiations.
health care talks officially kicked off in Beijing on Monday, December 14th, with the second season of "Soul Cut" playing out again.
today (December 16), Beijing minus 6 degrees, the cold wind is bitter.
health care negotiations are under way at the National People's Congress Convention Center at 2 North Street, West Huangcheng, and according to Sina Pharmaceuticals, today's negotiations are mainly related to cancer drugs, traditional Chinese medicine and so on.
This year's health-care negotiations are relatively confidential, and many heavyweights are suspected of "appearing" unlike last year, when business representatives came out of the meeting and were asked questions either to keep quiet or to keep their mouths shut because of a nondisclosure agreement with the agency.
although there are no clear products, quotation information outflow, but according to Sina Pharmaceuticals on-site understanding, today's participation in the negotiations of drugs in addition to PD-1-led anti-cancer drugs, there are some traditional Chinese medicine.
including China Biopharmaceuticals' Arodini, Haussen's Amethini, and Baiji Shenzhou's Zebtini.
is a high-end biopharmaceutical product in China and has been approved for the treatment of advanced non-small cell lung cancer, soft tissue sarcoma, and third-line treatment of small cell lung cancer.
January 2020, a new batch of applications for the listing of the drug's fourth new adaptive disease will be included in the priority review and approval list.
industry speculated that Arondini would be the first domestically produced innovative drug with annual sales of more than $5 billion.
is also worth noting that in September this year the drug was revealed to be suspected of being sold in a hospital with gold.
's Amedini (trade name: Amedone) was approved on March 17 this year for "past progress in the treatment of methionine kinase inhibitors (TKI) by the mesothyskine growth factor (EGFR) The treatment of adult patients with local late stage or metastasis non-small cell lung cancer (NSCLC) who are positive for T790M mutation is the first three-generation EGFR-TKI innovative drug in China and the second third generation EGFR-TKI in the world.
Zebutini (commodity name: Bai Yueze) was also officially approved by the State Drug Administration in June this year for adult sleeve lymphoma (MCL) patients who have received at least one treatment in the past and at least A treated adult patient with chronic lymphocytic leukemia (CLL)/small lymphocytic lymphoma (SLL), Zebtini is Bruton's Tyrosine Kinase (BTK) selective inhibitor and the first home-grown BTK inhibitor.
In addition, the products negotiated on the first day of December 14th or related to Chinese medicine, rare disease drugs, including a number of exclusive Chinese medicines at a price reduction of 30% to 40% successfully shortlisted, as well as some diabetes drugs, such as No.
And in this negotiation, three new insulin varieties and GLP-1 perturbation agents and other innovative drugs are also worthy of attention, the second day of negotiations are expected to have anti-cancer drugs, cardiovascular drugs, eye drugs, etc., involving AstraZeneca, Jansen, Redding, Green leaf pharmaceutical, among the most concerned about alzheimer's disease new drug Ghanlutna capsule (GV-971).
, as last year, exclusive varieties are negotiated on a price-to-price negotiation.
the National Health Insurance Administration first determine the expected price of health insurance, by the enterprise twice quoted, the price difference of less than 15% can be negotiated successfully.
the end of the negotiations, there are smiling, but also eyebrows locked, and expressionless, most came out and hurried away.
In August this year, the State Health Insurance Administration announced that the 2020 National Health Insurance Drug Catalog Adjustment Work Programme has clearly proposed the scope of new drugs and the scope of elimination, and published the 2020 National Health Insurance Drug Catalog Adjustment through the form of examination of the list of declared drugs, a total of 751 varieties, divided into seven categories.
the relevant requirements, the State Health Insurance Administration shall organize experts in drug economics, medical insurance management and other aspects to conduct negotiations or bid for access in accordance with the provisions.
the exclusive drugs into the negotiation process, non-exclusive drugs into the enterprise access bidding link.
if the negotiation or access bid is successful, it shall be included in the medical insurance catalogue or the scope of payment shall be adjusted; if the negotiation or entry bid is not successful, the list of medical insurance shall not be included or transferred, or the scope of payment shall not be adjusted.
According to Sina Pharmaceuticals, a total of 378 exclusive products in the "2020 National Health Insurance Drug Catalog adjustment through the form of examination of the list of declared drugs", of which 280 Western medicine, Chinese traditional medicine has 98, data reference from the salty drug sea.
after the first review and expert review phase of the National Health Insurance Administration, the media this week also said that a total of 174 products are expected to participate in the negotiations this year, including 118 Western medicines and 56 Chinese medicines.
bring their own star aura, the much-watched PD-1 products heard that PD-1 products began negotiations today, minus 6 degrees outside the Beijing National People's Congress Convention Center gathered a lot of media, as well as securities analysts.
which PD-(L)1 will be able to enter the health care directory this year, and what adaptations will enter, much attention in the industry.
There are currently 8 PD-(L)1 single resistance approved for listing, of which the domestic PD-1 has 4 models, respectively, Junshi's Ripley single resistance (commodity name: Toyi), Xinda's Xindili single resistance (commodity name: Dabershu), Hengrui's Karelli Pearl single resistance (commodity name: Erica), Baiji Shenzhou's Tyrley Pearl single resistance (commodity name: Bizean); imported PD-1 has 2 models, respectively, The Pablo Pearl single anti-injection in Mercedon (commonly known as: K medicine), BMS's Navuliyu single anti-injection (commonly known as: O drug); imported PD-L1 has 2 models, respectively, AstraZeneca's Imfinzi and Roche's Tecentriq.
2019, only Xinda's Daboshu negotiated a successful entry into the health-care list, with non-Hodgkin's lymphoma.
, according to Sina Pharmaceuticals understand, this time there should be 7 PD-(L)1 single anti-participation negotiations.
relevant people informed that this morning or mainly for the import of PD-1 products negotiations, such as O drugs, K drugs, the afternoon mainly for domestic PD-1 product negotiations, involving Hengrui, Baiji Shenzhou, Junshi.
offer for the K drug in Mesa East is about 100,000.
it is understood that pharmaceutical companies have two offer opportunities, and the health insurance bureau based on drug economics and other will first calculate a price to negotiate with enterprises, the specific decline and the outcome of the negotiations are not yet known.
how much of the adaptive disease has been PD-1 product a higher and lower weight, the current O drug and K drug has been approved 4 and 6 adaptive diseases, and in the advanced non-small cell lung cancer, head and neck squamous cell carcinoma and other large tumor species have occupied the first advantage.
domestic PD-1, Erica, Baizean has been approved for 4 and 2 adaptive disorders, Toyi, Daboshu only 1, Daboshu, Erika, Baizean approved in the adaptive disorders have relapsed or resusciable Hodgkin lymphoma.
(see Sina Pharma's previous article: "Health care negotiations close to PD-1 fierce competition Hengrui, Baiji Shenzhou, Junshi..." Who are you Pick? In the invisible battlefield, the price war of PD-1 products has quietly started, in the fourth quarter of this year, Hengrui's Erica launched a "year-round drug fee of 39,600 yuan" big promotion, even if you include the gift of medicine, Erica's annual cost will be about 120,000 yuan.
in a previous sina medicine survey, the first two PD-1 products that people most expect to enter the health insurance catalog are Mercedon's K-Drug and Hengrui's Erica.
Click to see the big picture Just yesterday, PD-1 shares led by Hengrui Pharmaceuticals rose one after another, including Hengrui rose as much as 7.67 percent on the day, the market value rose again to 500 billion;
From the product of the last three days of negotiations, some of the industry's predicted exclusive products are also on the scene of the negotiations, the negotiation time is expected to be three to four days, from last year's health care negotiations process, it is expected that the 2020 version of the health care catalog will soon be made public.
"price-for-volume" of innovative drugs, whether to enter health care is critical Since 2016, the negotiations on innovative drugs have gone through four times.
the overall outcome of the negotiations, many products negotiated into the health care catalog, although prices fell, but sales increased significantly.
2016-19, health care negotiations fell by an average of 59 percent, 44 percent, 57 percent and 60 percent.
according to Southwest Securities, only from the 2018 health care negotiations, the final successful negotiations of 17 varieties, 13 varieties in the next year sales doubled.
last year's health-care negotiations, sales rose sharply, even though prices such as Ektini and Syndicant fell sharply, resulting in high profit growth.
, such as Xinda's Daboshu, has surged in sales since it was approved for health insurance, with sales of 1.5 billion yuan in the first three quarters of 2020.
2020, China's pharmaceutical industry structure intensified adjustment and change.
On the one hand, with the implementation of volume procurement, generic drugs into the era of low profits, the traditional sales model of pharmaceutical companies was subverted, on the other hand, the state is also vigorously promoting pharmaceutical innovation, speed up the review and approval of new drugs, pharmaceutical companies are increasingly enthusiastic about research and development, the capital market for innovative pharmaceutical companies are also very favored.
the current health care catalog is also accelerating adjustment, to make more room for high clinical value drugs, kick out some of the clinical value is not high, there are better alternative drugs.
this can not only achieve health insurance fees, but also expand access to new drugs on the market, enterprises are slowly fiery to understand the law, for innovative drugs, whether to enter the health insurance directory is very important.
: The above is the scene of the negotiations flow information, for reference only, the specific outcome of the negotiations to the Official Website of the National Health Insurance Administration, Sinayiyao will continue to pay attention to.
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