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    Home > Active Ingredient News > Digestive System Information > Scene! "Heather shivers" in PD-1 cold wind on day three of health care talks

    Scene! "Heather shivers" in PD-1 cold wind on day three of health care talks

    • Last Update: 2021-01-05
    • Source: Internet
    • Author: User
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    On December 16th, the third day of the 2020 health care talks was still held at the Beijing National People's Congress Convention Center in the cold wind.
    on December 16th, outside the scene of the national health care negotiations, the pharmaceutical companies who had just walked out of the meeting were surrounded by peers and journalists at the scene to observe the trend of enterprise negotiators generally kept their mouths shut about the results, "it is not yet possible to say that the National Health Insurance Administration asked for confidentiality."
    " is the most response to the waiting media.
    industry insiders said that this year, companies have signed a non-disclosure agreement, can not disclose any information about the negotiations, which may be related to last year's negotiations did not end, the price reduction of various drugs and the details of the negotiations on the situation.
    even that, it couldn't stop the attention focused on PD-1, the main event of the year, today's talks because the product has attracted more attention than in the previous two days.
    , according to a previous industry consulting agency research report, the health care negotiations PD-1 is expected to reduce the blessing or up to 60% to 80%.
    In today's negotiations, a total of seven competing PD-1 varieties competed for tickets to the health care catalog, in Beijing's minus 9 degrees weather, the relevant enterprises and waiting industry colleagues are anxious negotiations and "Heather shivering."
    Beijing National People's Congress Convention Center, there are on-site business representatives said that "this site may be to represent the people's voice" hot varieties PD-1 health care negotiations these days, the highest attention is still PD-(L)1.
    in the 2019 health care negotiations, foreign pharmaceutical companies Mercadong, BMS and domestic Junshi Biological, Xinda Bio four finalists, and ultimately only Xinda Bio a success.
    After negotiations, Thyda Bio's Xindili single resistance (commodity name: Daboshu), a 64% reduction into the health insurance catalog, the unit price fell to 2843 yuan, comprehensive treatment costs: before entering health insurance, the annual cost of using the drug nearly 270,000 yuan, after entering health insurance, the price fell to 97,000 yuan per year, if you add health insurance payments, the patient's out-of-fee portion does not exceed 36,000 yuan per year.
    first-half results of Xinda Bio, Daboshu's six-month sales reached 920.9 million yuan, up 177.7 percent year-on-year.
    effect of health care is obvious.
    but at the same time, cutting prices is a bump in the road for health care negotiations.
    , there are seven PD-(L)1 players on the Medicare first-instance list this year.
    include: "second-year" contestants Xinda and Jun Shi; Hengrui Pharmaceuticals, Baiji Shenzhou, which missed the talks last year because of late launch times; and AstraZeneta, the multinational drug company that added two PD-L1 products, and Roche, which were shortlisted this year.
    PD-(L)1 drugs already on the market in China, that is, at this year's health care negotiating table, or seven PD-(L)1 products are on the market.
    means that this year the competition for the species will be more intense.
    manufacturers to reduce the price of the bottom, all from the sales of feedback.
    the first quarter of this year, Thaksin Bio's Daboshu had a PD-1 market share of 57.1%, according to CMH.
    But on another level, health insurance is basic, and domestic commercial insurance is not a climate, once the research and development of PD-1 companies are losing money, Ken can lead to biopharmaceity companies follow-up weak.
    the current situation, within two years, PD-1 drugs from more than 200,000 yuan to 39,000 yuan.
    industry predict that it could fall to $20,000 next year, when all PD-1 companies are expected to lose money.
    the public's doubts, the industry's innovative drug "big man" Heng Rui's response is worth thinking about.
    November 27th, in the industry outflow of Hengrui pharmaceutical research and development progress conference call minutes, for investors to put forward Hengrui's Carelli Pearl single anti-price reduction exceeded expectations, innovative drug prices fell to a very low after the innovative pharmaceutical companies will not be willing to invest? Hengrui will not cut research and development investment and other issues, Hengrui related to the person in charge said: "the price reduction is not decided by the company, is decided by the Health Insurance Bureau, the next few years research and development investment will certainly not be reduced, now is the time for the transformation and upgrading of innovative drugs all spread out, absolutely can not go back."
    " this is in agreement with most people in the industry, even if the price reduction is inevitable, but companies will not easily give up access to the big market after health insurance, will still carry out a "dead end."
    the dynamic adjustment mechanism of the national medical drug catalogue was initially completed on August 17, the State Administration of Medical Security issued the 2020 National Health Insurance Drug Catalog Adjustment Work Programme, officially launching this year's medical insurance drug catalog adjustment work.
    According to the Work Programme, the Health Insurance Bureau will advance the catalog adjustment in an orderly manner, has now completed the enterprise declaration, expert review, expert measurement and other aspects of the task, and now officially entered the final on-site negotiations, after the negotiations, the results will be released in the near future.
    This year's negotiations are based on the "2020 National Health Insurance Drug Catalog Adjustment Through Formal Review of the List of Declared Medicines" published by the National Health Insurance Administration on September 18, of which a total of 751 drugs have passed the formal review and 708 products have been included in the list.
    , which has not released specific products, is rumoured to have more than 300 drugs in the talks, double the size of last year.
    medical trends at the scene learned that the negotiations are conducted in five groups, each group of about 5 people, mostly from local health insurance institutions, enterprises can send 3 people to participate in each negotiation time of about half an hour.
    business people involved in the negotiations said there could be two rounds of offers: after the first offer, the health-care bureau's negotiating team could open the secret envelope price, know the agency's "floor price" and calculate the data on the spot: if the company's offer exceeds the envelope price by 15 percent, experts will tell you, "You're over 15 percent", or either "you're too bad."
    and only the second round of offers of drugs within 15%, enterprises can continue to talk about the qualifications, otherwise they will be directly out.
    It is understood that after the establishment of the National Health Insurance Administration, has been carrying out catalog adjustment work for three consecutive years, the negotiating standards have been familiar with, according to CCTV, this also marks China has initially built a national medical insurance drug catalog dynamic adjustment mechanism.
    The preparation for negotiations between multinational pharmaceutical companies - Structure adjustment According to Medical Trends, Today Novartis's disease modification therapy (DMT) drug for multiple sclerosis (MS) is involved in negotiations with Jeria ® (common name: Fingomod) and 10,000-year-old ® (common name: Sinimod).
    , Fingomod is currently the only oral DMT drug in China and around the world with child-adaptive disorders that can solve the problem of child MS patients being drug-free.
    , which was approved as a national priority by NMPA as a new drug, is the world's first and only product with significant evidence of efficacy in patients with relapsed relapsed remission-relieving multiple sclerosis (RMS).
    According to Medical Trends Watch, as a multinational foreign company, Novarce's organizational structure in China has been adjusted since the second half of this year in order to participate more directly in decision-making and policy-making, health care negotiations and other related policies.
    on July 6th, Novarma Cancer began a round of "blood change" from its organizational structure: the establishment of a mature brand division focused on "national collection", the merger of market access and large customer division to form a new business unit to support Novarma's strategic brands and mature brands, and to strengthen its competitiveness under the health care reform policy.
    can clearly see that in the face of China's multinational pharmaceutical companies in the face of medical reform policy, has been "awakened", is from passive to active, and actively try to take the lead in more ways.
    Respect the first four rounds of health care negotiations: price cuts are around 50% of the health care negotiations because of the 2019 "soul cut" known to the public, in fact, the national health care negotiation system has long existed, medical trends based on public reports combed.
    first round of health care negotiations began in October 2015, when 16 ministries (bureaus) including the Health and Planning Commission set up a coordination mechanism to organize the first national drug price negotiations pilot work.
    of November of that year, the national drug price negotiations were officially launched, and the negotiating team held several rounds of negotiations with enterprises related to patented drugs for hepatitis B and non-small cell lung cancer.
    In May 2016, the results of the first batch of national drug price negotiations were announced, including the chronic hepatitis B first-line treatment drug tynofovir, non-small cell lung cancer targeted treatment drugs ecstasy and gyfutinib, the price reduction of more than 50%.
    The results of the second round of health care negotiations, announced by the Ministry of Human Services in July 2017, involved 36 drugs, including liraglutide injections, including cancer-targeted drugs, cardiovascular drugs and hemophilia and other major diseases, an average decline of 44%, a drop of up to 70%.
    The third round of health care negotiations focused on special anti-cancer drug negotiations, in 2018 the National Health Insurance Administration organized more than 70 experts from 20 provinces across the country through the evaluation, selection vote and other links, and after written consultation with enterprises to negotiate the will to confirm that 18 varieties of 12 enterprises into the scope of negotiations.
    In the end, 17 successful drug negotiations, covering the treatment of non-small cell lung cancer, chronic myeloid leukemia, acute lymphoblastic leukemia in children, melanoma, renal cell carcinoma, colorectal cancer and more than 10 kinds of cancer treatment drugs, an average decline of 56.7%.
    fourth round of health care negotiations took place in November 2019, with 150 negotiated drugs, 70 of the 119 new drugs successfully negotiated, an average decrease of 60.7 percent, and 27 of the 31 renewal products successful, with an average decrease of 26.4 percent.
    related drugs related to cancer, rare diseases, hepatitis, diabetes, multidrug-resistant tuberculosis, rheumatoid immunity, cardiovascular, digestion and other more than 10 clinical treatment areas.
    the health-care negotiations have focused on 22 high-priced cancer drugs, an average drop of 65 percent.
    fifth round of health care negotiations... That is, this year's ongoing negotiations, the valuable health care quota finally spent on who? Will it break through the previous decline? Wait for the results to be released in the near future.
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