Blue Whale Finance | Frost & Sullivan: Anti-tumor drugs remain the biggest category in healthcare insurance negotiations, with rare diseases and COVID-19 drugs entering the scope of healthcare insurance to improve patient accessibility

Blue Whale Finance | Frost & Sullivan: Anti-tumor drugs remain the biggest category in healthcare insurance negotiations, with rare diseases and COVID-19 drugs entering the scope of healthcare insurance to improve patient accessibility

2023/01/31

1month18On the same day, the National Healthcare Security Administration and the Ministry of Human Resources and Social Security officially issued the 'National Essential Medical Insurance, Work-related Injury Insurance, and Maternity Insurance Drug List'.(2022year)》(hereinafter referred to as the National Medical Insurance Catalogue).  According to the official website information of the Medical Insurance Bureau, the total number of items in this catalogue adjustment is147A drug participated in on-site negotiations/bidirectional auction, ultimately121Negotiation/The bidding was successful, with an overall success rate of82.3%, wherein108The price reduction of newly added drugs in this directory has reached60.1%, remaining basically unchanged from last year. The new version of the medical insurance catalog will be released in2023year3month1Officially effective.


Frost & SullivanFrost & SullivanLi Qian, Consulting Director for Healthcare in Greater China at Frost & Sullivan (hereinafter referred to as 'Frost & Sullivan'), was interviewed  "Blue Whale Finance" interviewed to share insights on this healthcare insurance negotiation. 

 

 

Blue Whale Finance

 

Q

What are your views on this healthcare negotiation?

 

  • PD-1

 Antitumor drugs remain one of the largest categories in medical insurance negotiations, with four domesticPD-1This year, not only was the renewal successful, but new indications were also included.PD-1The track still faces fierce competition in the future. Entering the medical insurance market to trade price for volume remains the main strategy for market competition. In addition to price wars, expanding indications has also become a key focus for market competition. Covering more patient populations is necessary to compete for more market share in the fierce competition.



  • Rare disease medications

exist7Rare disease medications have been included in medical insurance, not only adding to the list of rare diseases that were previously unavailable for coverage under the medical insurance program but also providing new medication options for diseases already covered by the insurance. Although in the past two years, rare disease drugs

Has shown a high level of enthusiasm in the medical insurance negotiations, but is included in the rare disease list121There are many rare diseases for which there are still no inclusion in the medical insurance catalog, placing a heavy burden on patients and a long way to go before their medication costs can be reduced.



  •  CAR-T

 The Rikioleunse injection of WuXi AppTec's Juno Biologics is the only one included in the medical insurance negotiation.CAR-TMedicine, one million per injectionCAR-TMedications to be covered by medical insurance need to meet the annual treatment cost criteria for medical insurance payment30Ten thousand standards, andCAR-TThe preparation process of drugs is very complex, and from production to reinfusion, the cost is high. For enterprises, meeting the payment standards for medical insurance is also a huge pressure.



  • COVID-19 medication

Azvudine tablets and Qingfei Paidu Granules were included in the national medical insurance drug list after this negotiation,3month31After the temporary payment for daily medical insurance is made, reimbursement can still be obtained. After the optimization of epidemic prevention policies, the inclusion of COVID-19 treatment drugs in medical insurance with significant price reductions reflects the sincerity of enterprises and greatly alleviates the treatment burden on patients.

 *This interview was published on Blue Whale Finance by Reporter Tu Jun. The original title was '   2022The average annual medical insurance negotiation price has dropped by 60%, and the COVID-19 drug Azvudine has been reduced to175yuan/bottle20Negotiation for a major domestic innovative drug was successful   》(Click "Read the Original Article" at the end of the text to view the full report).



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 2Frost & Sullivan executive: The healthcare industry will emerge from the winter slump, vaccines are expected to become a potential growth area, and digital transformation will bring new growth drivers to enterprises.

3Frost & Sullivan: Expectations2023In the New Year, more healthcare companies will choose to list on the Ruixin Stock ExchangeGDR

4Frost & Sullivan: Outlook for the FutureCXOThe market head effect will continue to be evident.

5Frost & Sullivan: Innovative Pharmaceutical Companies Need to Develop Fundamental Independent Innovation and Commercialization Capabilities to Break Through


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