On May 3rd, the industry has been speculating that a new list of national health insurance negotiations will finally be released on April 14.
The number of varieties has exceeded expectations. After negotiations success breeds directly into 17 edition medicare catalog, and there is more than one domestic innovation medicine directly into the health care of precedent, therefore reduced the influence of adjustment of the industry. It is expected that drug price negotiations in the future and their links to health care will become the norm.
Compared to before people club department said negotiations directory breed with a total of 45, finally announced negotiations for 44 varieties, which reduce 1 is likely to be the enterprise active communication species out.
According to the author in 2016, the "catalogue" 20 varieties may be listed in a new round of national negotiations, forecast including rituxan, by bead sheet resistance, 20 varieties state price negotiations are expected to enter the second round of varieties, including imatinib and Barry single treatment directly into the 2017 version of the medical insurance directory, the remaining 14 varieties directory into the talks.
Surprisingly, including Pfizer chougny for Nepal, azole for two small molecules targeting antineoplastic drugs, and two TNF alpha biological preparations Ada wood sheet resistance and in accordance with the heap is not included in the directory. Given that Pfizer's two drugs are the only two TKI drugs that are not in the catalog, it is likely that Pfizer is giving up. And Ada wood sheet resistance and according to the heap of these two varieties had poor performance, the market is not going into the directory, loss of access to health care will no doubt make it with yi's passive and class competition.
17 cancer drugs were in the lead:
Targeted drugs generally benefit
Of the 17 tumor species that entered the catalog, 11 were targeted drugs. If most varieties enter the health care directory through price negotiations, it will help to further popularize clinical targeting and benefit the overall benefit of targeted drugs. But, in addition to the rare species, targeted drugs are all included in the directory also increased the difficulty of pharmaceutical enterprises price negotiations, compared to earlier years, targeting antineoplastic drugs on the market has increased significantly, if you don't accept big price cuts, the national product is likely to be kicked out.
Rituximab, trastuzumab, paclitaxel
Price reduction will: yes
Rituxan and by bead sheet resistance as the best-selling targeted anti-tumor drugs continue to maintain growth, as the current domestic lymphoma and breast cancer specific, despite the high prices, the two varieties of roche's sales continue to maintain growth trend. According to the PDB sample hospital database, the sales of lituximab hospital in 2016 reached 9.8 billion yuan, up 23.5% year on year. Trastuzumab sales reached 750 million yuan, up 12.2 percent year on year. In view of our country for a long time none two varieties of homogeneity competing goods market, combined with the existing basic comes from the health care market, so the two varieties cuts into the health care will not strong.
Similar to roche, leaves for through cuts in exchange for paclitaxel liposome into health care should have scruples, unique new dosage form makes the paclitaxel liposome nearly five years to maintain high growth, of which 2016 samples hospital sales volume has been as high as 1.01 billion yuan, is top of the charts all antineoplastic drugs, rose as high as 16.7%, also the paclitaxel liposome has with paclitaxel by more than seventy percent share. If prices, paclitaxel liposome is bound to take part of paclitaxel general preparation and dorsey his game market, but in a short period of time sales doubled the difficulty is big, so don't believe in the drug prices more than 30%.
Endu, bevacizumab, sorafenib, apatinib, nitozumab, sitoxizumab, erlotini, borotizzolamide, and minamides
A: yes, please
Compared with the above three varieties, and the performance of the varieties of the following three groups market is tepid, with the grace of the degree and roche beacizumab bead sheet resistance there is a similar antitumor mechanism, and is mainly used in lung cancer and colorectal cancer treatment. In 2016, the growth rate rose to 16 percent, and the sample hospital sold 130 million yuan. Similarly, the pre-market performance was much lower than that of the world's anvitin, which saw sales of 430m yuan in 2016, up 36%. Considering China's huge lung and colorectal cancer in the market, these two products have considerable room for growth, at the same time, these two products is competitive, so the two products are hoping to increase competitiveness through into the health care.
Also clinical competitors are TKI, a multi-target TKI drug for VEGF. Sorafenib's nearly five year sample hospital sales have stagnated at 180 million yuan. Meanwhile, the company's self-developed apatinib growth was not expected to grow in 2016, with a 33.4 per cent increase in the following year. As a result, sorafenib and appatinib also hope to see a rapid increase in sales through health care. Similar to these include the anti-egfr monoclonal and cetuximab, which are mainly aimed at colorectal cancer.
For it's going into the directory estimate taste also sorry again, is unwilling to accept more than fifty percent of the price at the time, see the two main competing goods Yi Rui sand and kay beauty into health care. According to the sample data and hospital zhejiang beida annual report data, Yi Rui sand and kay beauty, its growth, while it for hospital's sample sales fell by more than 15% for the second year in a row. In view of this background, roche there should be a great willingness to reduce the price, but considering the country will have the same variety price supplemented into health care and so on it for negotiation will no doubt more strong, was asked to cut is unlikely to be lower than the former two, not rule out the possibility of eventually roche again to give up.
The price negotiations, the two main drugs for bone marrow dysplasia syndrome, multiple myeloma boron for meters and drug lenalidomide are entered into a directory, they are in the domestic main competing goods to west marina he had direct access to the medical insurance directory. Yeung sum of boron for Mr Rice at home has been on the market for many years, sample hospital sales reached 230 million yuan, but as the drug lenalidomide and his west shore of the company to enter China, market growth is slowing. New drug lenalidomide as blockbuster variety has global sales of more than $5 billion, but sales in China only tens of millions of yuan, exorbitant prices hindered the choice of doctor and patient. Before the first round of the new base price negotiations refused to big price cuts, but considering the generics listing of double heron, new base have to consider a steep price for market lead.
Sidbenamine, lapatinib, ivermox, abbitron, fluorovistes
A: yes, please
In addition to the above varieties, antineoplastic drugs on the list include: shenzhen microchip in the west of the amine, HER2 positive second-line drugs for lapa mTOR inhibitors, new mechanism, kidney drugs according to the dimension of therapy, new yeung sum of hormonal drugs and astrazeneca's fluorine d abiraterone SiQun, these varieties are generally belong to the second line even three line treatment, clinical use, less sales co., LTD., the price is high and the health is the most important reason to restrict the variety sales booming, therefore, compared with some mature varieties, these new varieties is higher enthusiasm for price negotiations.
Eight Chinese medicine candidates were a little surprised:
The injection of Chinese medicine is remarkable
A: yes, please
National drug price negotiations the guidance of the drug price negotiation mechanism of pilot work plan for the catalog of varieties of selection is to choose one of the important ring clinical required or the lack of alternative varieties of special patented drugs or exclusive varieties, so generally believe that the vast majority of Chinese traditional medicine varieties will not involve drugs price negotiations. However, the list of eight Chinese traditional Chinese medicines is a bit of a surprise. In addition, the Chinese traditional medicine injection is widely used in this catalogue, and the six varieties have gained attention in the time of the Chinese medicine injection. At the same time we also see that the top six Chinese medicine injection with high purity, components is relatively single pharmacological mechanism is relatively clear varieties is given priority to, these varieties earlier varieties more secure, this also reflected the state of TCM injections upgrading some support.
Ginkgo biloba related TCM injections have been clinical commonly used cardiovascular drugs, but considering the problem such as the purity and safety of early variety, the industry look forward to more single ginkgo biloba injection components and the best in chengdu yulin lactones ginkgo biloba injection and kang of ginkgo diterpene lactone meglumine injection is representative varieties. Compared to the early of ginkgo biloba injection, ginkgo lactone purity is high, the two varieties of lactones ginkgo biloba injection in A and B and half terpene lactones ginkgo lactone purity reached 99%, and ginkgo diterpene lactone meglumine ginkgo lactone in A, B, K account for more than 95%. Improve the product purity and safety for the two products marketing has brought the huge opportunity, listed earlier lactones ginkgo biloba injection in 2016 samples of PDB hospital sales have increased to 120 million yuan, ginkgo diterpene lactone meglumine shorter time to market, but in 2016 samples of hospital sales increased four times. Prices for both products have also risen sharply, with daily treatments costing as much as $500 to $1,000. Two products forward to enter the medicare drug use, but considering the two varieties belong to the traditional Chinese medicine injection, and the price is too high, the state is bound to be huge pressure to the enterprise in price negotiations.
Part of traditional Chinese medicine (TCM) injections and anti-tumor, cardiovascular medicine orally Chinese traditional medicine is often labeled as "adjuvant", in the state of auxiliary medicine increasingly strict management, and the medicine proportion policy under the influence of future prospects do not look good, it is part of Chinese traditional medicine catalogue varieties have suspected the possibility of "adjuvant". Such as indications from the manual, only heart pulse long varieties including injection, CanYi capsule is easy to be attributable to the auxiliary medicine, gas injection for reasons after vein, injection with astragalus polysaccharides also repeatedly across into the auxiliary medicine directory. For these varieties, it is valuable to negotiate into the health care catalog, but more important is the suspicion of "assisted medicine". By some high level clinical research results, in some countries the leading disease treatment guidelines or clinical pathway is a way to get rid of adjuvant, such as pulse long into the heart of the guide of TCM diagnosis and treatment of acute myocardial infarction (ami), blood will be a net into the "China's severe sepsis/septic shock treatment guidelines and the dengue fever clinic guide, and compound Huang Dai piece of treatment for AML results are published in the New England journal of medicine.
6 rare diseases and specific groups of drugs:
Humanistic care
Recombinant interferon beta 1 b, wave Tanzania, restructuring Ⅶ a clotting factors, lanthanum carbonate, vera
A: yes, please
And new medical insurance directory adjustment, the negotiations directory varieties also are very concerned about less in patients with rare diseases and some specific disease, but the disease burden heavier 44 varieties have six belongs to the category, which embodies the national health insurance directory adjustment of humanistic care. Negotiations for the enterprise, is a rare disease drugs into the health care on the one hand, help to improve their social responsibility, on the other hand also helps to let more patients with products, such products enterprises generally have strong price negotiation.
The restructuring of the multiple sclerosis drug bayer interferon beta 1 b directory into the negotiations, a little surprise why Merck snow pock interferon beta 1 a was not enter directory. Interferon beta is widely used in Europe and multiple sclerosis disease, two varieties with annual sales of more than $500 million, but in China it has not been accepted by clinical and high drug prices restrict its use, so the catalogue through price cuts into the health care contribute to the development of the product.
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