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Text . . Linan-related data show that in 2018, China's perceptic coronary artery interventional therapy (PCI) heart stent market size reached 14.294 billion yuan, a growth rate of 10.49 percent.
with the national harvest, 10 billion heart stent market is about to usher in a big shuffle, bracket prices are expected to enter the "thousand-dollar era" from the "million-dollar era."
bracket collection caused profits to shrink, the stock market response is strong October 16, the State Organization of high-value medical supplies joint procurement office issued the "National Organization Crown Bracket centralized belt procurement documents."
this volume of procurement, the first year of the crown bracket intention to purchase a total of 1.0747 million, by the alliance region medical institutions to report the total procurement demand of 80% of the add-up.
collection varieties range from coronary artery drug wash-out stent system, material is cobalt chromium alloy or platinum chromium alloy, the drug type is repamycin and its derivatives, do not distinguish between other specific product parameters.
At present, the price of domestic crown vein bracket is 0.9-11,000 yuan, the imported crown vein bracket is 1.5-19,000 yuan, the shortlisted products meet the ≤stclar price" minimum product declaration price 1.8 times" or "declaration price is less than 2850 yuan" can be eligible for the proposed selection.
means that the lowest reference price is 2850 yuan, from the bidding rules, the industry expects that the large probability of this collection will affect the existing crown bracket factory price system.
the total amount of intention to purchase in the first year reported by this crown bracket collection involved a total of 12 enterprises, of which 7 domestic, 5 imported, 27 different bracket products in the column.
source: Guosheng Securities specifically, micro-invasive medical, Boston Science, Abbott, Medtron involved in more products; Lepu Medical, Blue Sail Medical (Shandong Jiwei), Vigo shares (Jin Rui Kelly), Easy Technology only one product; Xinlitai (Suzhou Yanchen), Wan Ruifeihong, Biotronik, Micell Technologies only one variety, but the intention to purchase small.
, Lepu and Jiwei, together with foreign investors Boston Scientific, Abbott and Medtron, will form the main force in the auction.
opened on October 19th, the shares of leading medical companies such as Lepu Medical, Minimally Invasive Medical and Blue Sail Medical fell in response to the news of the crown stent.
, among them, Micro-Invased Healthcare closed down 11.93 per cent, Lep Healthcare fell 8.83 per cent and Reliance Healthcare fell 5.29 per cent.
closed on October 20th, shares of Microscopic Healthcare, Lepu Healthcare and BlueFan Healthcare all recovered slightly.
Price killing is inevitable, the national low-cost linkage in the past, according to media reports, the high premium of the heart stent can reach the factory price of 8 to 9 times, the factory price of thousands of yuan heart stent to reach the hands of patients has become 10,000 to 20,000 yuan, the premium mainly concentrated in the circulation link.
analysts pointed out that the medical device circulation end profit is relatively high, after the national harvest to the middle of the circulation of a larger blow, the impact on the manufacturing end of the enterprise is relatively small.
This round of crown brace national harvest will be opened on November 5, the current crown vein bracket domestic varieties market share of 70%-80%, after the crown vein bracket collection, the market share is expected to be relatively low domestic manufacturers or low-cost competition to enter in exchange for share, in addition to foreign-funded enterprises prices are also worthy of attention, if the foreign offer is lower or equal to 2850 yuan to participate, will cause some pressure on domestic brand prices.
is worth noting that the official website of the State Health Insurance Administration recently mentioned in its reply to recommendation No. 4696 of the Third Session of the 13th National People's Congress, "At present, the State Health Insurance Administration is establishing a unified national drug consumption information bank."
The State Health Insurance Administration, relying on the medical security information platform, has built a rapid collection function module system for pharmaceuticals and medical supplies (referred to as the fast harvesting system) and issued a notice on the rapid collection of data for the centralized procurement of pharmaceutical and medical supplies nationwide (Medical Insurance Office No. 49 of 2019) to carry out rapid data collection.
the current collection of drug transaction prices and transaction volume in all provinces and hospitals in 2019, a national shared price data sheet is being formulated, which is intended to be issued to the provinces as soon as possible to provide data for price linkage.
" in the national and local versions of drug supplies collection intensive development, the State Health Insurance Administration is also speeding up the development of a national drug supplies collection information base, in preparation for the implementation of price linkage work.
, the crown bracket national minimum reference price, consistent with the previous Jiangsu Province bracket collection pilot in the lowest winning bid price.
in Jiangsu Province, the price of a number of 10,000 yuan bracket fell to 1,000 yuan, of which Lepu medical cobalt-based alloy material GuReater, quoted 2850 yuan, a drop of 64.54 percent.
the future of the national price of a game of chess, low-cost linkage, regardless of whether enterprises participate in the collection, drug supplies virtually high price part will be squeezed.
because the main market for crown brackets is in the courtyard, it is not difficult to predict that the price war of crown stents will be more intense.
With the acceleration of the national consumables coding, the process of national extraction of consumables will be easier to advance, Nomura Oriental International Securities is expected to complete the next year artificial crystals, joints, balloons and other major categories of mining.