The release of the National Health Care Administration's heavyweight document will affect the entire pharmaceutical market.

The Pharmaceutical Network Industry Dynamics Recently, the State Administration of Health Insurance officially issued the Interim Measures for the Administration of Drug Use in Basic Medical Insurance (hereinafter referred to as the Measures), which clearly defines the formulation and adjustment of the national medical insurance catalogue, and clearly establishes a perfect dynamic adjustment mechanism, in principle, the national medical insurance directory is adjusted once a year.
and this adjustment will come into effect from September 1, 2020.
specific, the "Measures" decided that the main tonic drugs, health-care drugs, by the relevant departments included in the negative list, as well as in the same treatment areas, the price or cost is obviously high and there is no reasonable reason for the many varieties of drugs are transferred out or no longer included in the medical insurance directory.
in addition, it is worth noting that, although the high-profile Class B OTC drugs have remained in this round, but the Measures provide that no new Class B OTC drugs.
it is understood that Class B OTC drugs (can be bought in convenience stores, supermarkets over-the-counter drugs, such as can paste, plate blue root, aspirin, etc.) has long occupied a certain proportion in the medical insurance catalog, base medicine catalog, and because of the strong safety, clear efficacy, low price and so on, in meeting China's medical clinical needs, reduce the patient's health care pressure plays an important role.
and this document is clear, in principle, "Drugs Catalog" no longer add OTC drugs.
means that class B OTC drugs that have not yet been included will not be included in the health insurance catalog in the future, which will have a huge impact on the relevant drug companies, as well as the pharmaceutical retail industry.
especially for retail pharmacies, the next 3-5 years will be a big change in the trend.
after the health insurance dividend fades, retail pharmacies may have a new market competition pattern in the future.
but there are also industry insiders said that no matter how the policy and environmental changes, retail channels will become the beneficiaries of medical reform, but this channel dividend needs to match the change of service model - the traditional marketing model has been unable to meet market demand, the future patient-centered service model will become the mainstream, retail enterprises should actively participate in improving digital patient management and service capabilities.
overall, the change in the health care catalog affects the entire pharmaceutical market.
with the dynamic adjustment of the health insurance catalog, a large number of varieties will be transferred out of the health insurance directory.
at the same time, some out-of-the-directory want to squeeze into the health care catalog of varieties, will also be from the health care catalog.
which varieties will have more market opportunities in the future in this case? Industry insiders based on public information analysis that the future of innovative drugs will have more opportunities to enter the national health insurance catalog.
this is due to November 28 last year, the national health insurance drug catalog adjustment negotiations, 70 drugs negotiated to enter the health care catalog.
, the number of blockbuster innovative drug products shortlisted has set a new record.
at that time, the industry expected that in the future there will be more breakthrough innovative drugs are expected to enter china's national health insurance directory through negotiations, in the long run, innovative drugs have a greater opportunity.
future, pharmaceutical companies need to speed up the pace of transformation and re-sort their development strategies. In this process,
can focus on the breakthrough in the fields of diabetes, osteoporosis, hepatitis C, chronic kidney disease, lung cancer, breast cancer and other special diseases and chronic diseases.
it is understood that these areas are many well-known pharmaceutical companies in the focus of exploration of the field.
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