The results of medical insurance negotiations may be announced at the end of November.

On the evening of November 11, a new three-day round of negotiations on the access to the medical insurance catalogue finally came to an end
.
At present, the results of the medical insurance negotiations have not been officially announced, but the industry believes that referring to the time node of the 2020 medical insurance negotiations, it is expected that the results of the negotiations may be announced at the end of November
.
Although the results of the negotiations have not yet come out, there are some bright spots that can be seen first
.
1.
2 million injections of anti-cancer drugs missed the medical insurance negotiations.
Prior to this, the 1.
2 million injection of CAR-T cell therapy product-Akilunsai injection (trade name: Yikaida) passed the preliminary formal review list.
Before the start of this round of medical insurance negotiations, it has attracted much attention and discussion in the industry
.
However, it is a pity that the drug did not enter the negotiation link of this medical insurance catalogue
.
The analysis believes that this is mainly due to national conditions.
Since the medical insurance fund is for everyone, it is necessary to meet the drug needs and medical expenditures of most people
.
At present, the financing level of China's basic medical insurance, especially the medical insurance of urban and rural residents, is relatively low.
When high-priced innovative drugs are included in domestic medical insurance, only individual patients may be able to get treatment, and most of them are still far-sighted, so it is difficult to benefit the future Domestic patients
.
For such high-priced drugs, the industry believes that there is an urgent need to diversify payment methods
.
"700,000-a-shot" rare disease drug will compete again in medical insurance negotiations.
In 2020, Bojian's "700,000-a-shot" rare disease drug for spinal muscular atrophy (SMA), noxinasheng sodium injection, passed the medical insurance.
Bureau’s formal review, but failed to enter the medical insurance catalog
.
In this year's medical insurance negotiations, Bojian's three rare disease drugs, including noxinagen sodium, dimethyl fumarate, and fampridine, passed the initial formal review of the national medical insurance drug catalog adjustment and appeared at the negotiation site
.
Bojianeng’s World War II medical insurance negotiation shows its determination to enter medical insurance
.
It is understood that at the beginning of this year, through the patient assistance program, the annual cost of Noxinagen sodium has been reduced, which has also been interpreted by the industry as a statement of entry into medical insurance. .
Through the assistance program, the patient’s annual cost of medication for the first year was reduced from about 1.
4 million yuan to 550,000 yuan, and then the annual cost was reduced from about 1.
05 million yuan to 550,000 yuan, a drop of 50%-60%
.
The author will continue to pay attention to whether Bojian’s Noxinagen sodium and two rare disease drugs can successfully enter this round of medical insurance catalogues, and how much price drops are
.
PD-1 tumor drugs may continue to cut prices.
For innovative drugs, medical insurance negotiations are a test
.
This negotiation also affects the nerves of the entire industry
.
According to the "2021 National Medical Insurance Drug List Adjustment Passed Preliminary Formal Review of Drugs and Information", carrelizumab for injection, tislelizumab injection, teriprizumab injection, nivolizumab PD-1 tumor drugs such as injection and pembrolizumab injection are on the list, which involves local companies such as Hengrui Pharmaceuticals, BeiGene, Cinda Biologicals, Junshi Biologicals, and Bristol-Myers Squibb, Merck and other multinational pharmaceutical giants
.
At present, the 6 domestically produced PD-1 varieties have been included in medical insurance.
The medical insurance negotiations mainly focus on new indications, including non-small cell lung cancer and liver cancer with a large patient base.
The industry expects that PD-1 tumor drugs may continue The price cut, but the price cut may be more moderate than expected
.
Soochow Securities predicted in a research report that after this negotiation, Cinda’s PD1 annual treatment cost will be reduced to about 35,000 yuan, and the PD1 monoclonal antibody of Hengrui and BeiGene will also reduce the annual treatment cost to about 35,000 yuan.
The price of Junshi PD1 monoclonal antibody may be reduced to less than 30,000 yuan to cope with competition
.