On September 5, medical device concept stocks rose sharply, and at the opening of the morning, minimally invasive medical services rose to 17.
17%, heart pulse medical rose to 13.
13%, and in addition, Huitai Medical and other stocks also followed suit
.
On the news side, on September 3, a reply released by the National Medical Insurance Bureau pointed out that because the clinical use of innovative medical devices is not yet mature, the amount of use is temporarily difficult to estimate, and it is still difficult to implement the method
of taking the amount.
In the process of centralized procurement, the proportion of the amount of the belt is reasonably determined according to the characteristics of clinical use, the market competition pattern and the number of selected enterprises, and a certain market is set aside in addition to the centralized volume procurement to provide space
for innovative products to open up the market.
Wind data shows that the medical device index has fallen by more than 23%
this year.
After the release of the above news of the National Medical Insurance Bureau, to a certain extent, the market's confidence
in the innovative medical device sector has been boosted.
Debon Securities commented that the policy on innovative medical devices, innovative drugs do not collect or reshape fundamental expectations, coupled with the previous Beijing medical insurance to clarify innovative drugs, innovative medical devices, innovative medical service projects exemption DRGs caused a positive response in the market, the National Medical Insurance Bureau positively replied that innovative devices are not collected is a more positive signal of the allocation of medicine, or triggered a breakthrough
in the emotional inflection point.
In this regard, the agency recommends focusing on innovative medical devices with low penetration rate, high clinical value, large domestic substitution space, and high technical barriers, including consumables with high clinical value & low penetration rate, high barriers & domestic alternative equipment and other consumer attribute devices
.
However, some institutional analysis pointed out that although the collection risk of innovative devices is relatively controllable in the short term, in the long run, the collection of consumables with large market scale and sufficient competition is still a normalized trend
.
Judging from the content of the "Reply", although a signal similar to "innovative medical devices are temporarily not included in the collection", it is also proposed to further improve the rules for the hanging of innovative medical devices, optimize the process, respond in a timely manner, be open and transparent, and reduce the relevant costs of enterprises; Establish a reasonable price formation mechanism, and comprehensively consider factors such as the price of similar medical devices, clinical efficacy, health benefits and the use of similar international products to form a reasonable price for innovative medical devices; According to the characteristics of clinical use, the market competition pattern and the number of selected enterprises and other factors, the proportion of the amount of belt is reasonably determined, and a certain market is set aside in addition to the centralized procurement of the amount of data to provide space
for innovative products to open up the market.
As far as the purpose of collection is concerned, it is mainly to squeeze out excess price water, solve the problem that people are difficult to see a doctor, expensive to see a doctor, and at the same time, by exchanging price for volume, it can also help the winning bidders expand their market space, which is undoubtedly beneficial to the long-term development of the industry, and the concentration of the industry will be improved
.
From the perspective of the scope of coronary stents, artificial joints and other instrument collections that have been carried out, it is mainly some medical device varieties with large clinical dosage, mature clinical scope, higher procurement amount and sufficient market competition, in this regard, the industry believes that with the gradual maturity of the development of some innovative devices, the difficulty of carrying out collection and collection will gradually decrease, or be included in the scope of
collection.
In general, although the current innovative medical device companies may be relieved, but can not be completely relaxed, the industry suggests that innovative device companies can optimize the collection category, non-collection variety extension, channel optimization, digital marketing and other aspects to cope with the challenges
that may come at any time.
