Medical insurance negotiation leads to stock market shock, and it is reported that Junshi and Xinda PD-1 have entered medical insurance

A new round of negotiation on drug access to the national medical insurance catalog kicked off this week (11-13) On November 13, Sina pharmaceutical learned from the people familiar with the scene that, among the highly concerned monoclonal antibodies against PD-1, Junshi and Xinda PD-1 have entered the medical insurance catalog through negotiation However, in the end, the official announcement list of the National Health Insurance Bureau shall prevail On the morning of the 13th, PD-1, which attracted the attention of the industry, began negotiations Although we don't know the result yet, people in the industry have reached a consensus that drugs O and K can not be used, but PD-1 of Junshi and Xinda is likely to be used At present, there are five kinds of PD-1 monoclonal antibodies on the market in China, namely Bristol Myers Squibb's o medicine and mosadong K medicine The other three are from domestic pharmaceutical companies, namely tuoyi of Junshi biology, dabushu of Cinda biology, and Erica of Hengrui medicine, which was approved to be on the market at the end of May this year At present, it seems that the PD-1 of Hengrui pharmaceutical has been on the market for this year, and it should be certain that it is temporarily not eligible for this year's health care negotiations Sina medicine first confirmed the news to Junshi, who told us that it is still waiting for the final notice, but Junshi still hopes to enter the medical insurance, because the pricing from the beginning has been very sincere According to the previous arrangement of sina pharmaceutical, the price of Junshi bio tuoyi is 7200 yuan / 240mg (piece), equivalent to 30 yuan / mg The annual treatment cost of patients is 187200 yuan If the patient meets the conditions of giving medicine for charity, the annual treatment cost can be controlled at 93600 under the condition of giving medicine for charity Compared with the PD-1 which has been listed in China, the price given by Junshi is lower According to several media reports, Lilly, Johnson & Johnson, hisilico and other manufacturers involved in diabetes related drugs walked out of the venue one after another on the afternoon of the 12th, so the afternoon of the same day focused more on the negotiation of diabetes drugs.