Sino -Pharmaceutical National Collection is about to start, and 16 drugs list is released!These well -known medicines are listed

Over the years, the problem of high pharmaceutical prices has not only existed in the chemical drugs, biopharmaceuticals, and consumables, and it is no exception in the Chinese medicine industry. However, due to the special nature of Chinese medicine, the quality is difficult to evaluate and the exclusive products, it has always been considered to be difficult to negotiate.

Recently, according to CCTV news reports, in order to further promote the reform of the procurement system for centralized drugs, in accordance with the "Opinions of the General Office of the General Office of the State Council on Promoting the normalization of drugs in the procurement of drugs" (Guoqi Fa [2021] No. 2) spirit , A number of provinces, municipalities, autonomous regions, and Xinjiang Production and Construction Corps, including Hubei Province and Beijing, assigned representatives to form a joint procurement office (hereinafter referred to as joint procurement office). Under the guidance of the National Medical Security Bureau, On behalf of the above -mentioned regions, related pharmaceutical institutions have carried out concentrated procurement of Chinese medicine and related drugs. The Hubei Provincial Medical Security Bureau is responsible for the daily work of the joint procurement office and is responsible for the specific implementation.

Screenshot source: Hubei Provincial Medical Insurance Bureau website

16 kinds of medicines including Huasu and Xin Keshu for the first time

Recently, the National Medical Pharmaceutical Joint Procurement Office was established, and for the first time, 16 kinds of medicines were collected.

According to the Hubei Provincial Medical Insurance Bureau issued the "Purchasing Announcement of the National Pharmaceutical Alliance (No. 1 2022)" (hereinafter referred to as the "Announcement"), the Liancai Office is targeted at compound spotted spots, compound thrombosis, crowned hearts, and Hua toads. 16 For the collection of Chinese medicines, all public medical institutions (including military medical institutions) in the alliance areas should participate, encouraging medical insurance for medical insurance medical institutions and designated pharmacies to participate in accordance with the relevant provisions of the alliance area.

Screenshot source: Hubei Provincial Medical Insurance Bureau website

The purchase cycle of the concentrated band is 2 years, and the situation can be extended as depending on the situation. If you need to extend the procurement cycle, the joint procurement office will announce separately before the end of the procurement cycle. During the procurement cycle, the procurement agreement is signed every year. If the purchase volume is completed in advance during the procurement cycle, the selected enterprises are still supplied at the middle election price until the procurement cycle expires.

In addition, during the procurement cycle, the unintentional products are included in the supervision and management of the alliance region, and the procurement of the procurement of the unintentional products shall not exceed 10%of the actual procurement volume of the same procurement group.

There are medicines that are included in the state and alliance regional provincial key monitoring of reasonable medication catalogs or major changes in clinical needs due to factors such as public health incidents.

How to collect Chinese medicine? Where is it?

The collection of Chinese medicines is already a consensus in the industry. Chinese patent medicines are generally produced according to the classic famous prescriptions circulating for thousands of years, and there is no uniform judgment criteria in terms of quality and efficacy.

According to economic reference reports, since the reform of the drug collection in 2018, the Chinese medicine has not yet been included in the large -scale concentrated band procurement. Due to the failure to conduct consistency evaluation and quality and efficacy, it cannot be simply judged, and the incorporation of Chinese patent medicines has become the point of many people in the industry. At the same time, in accordance with the collection rules of chemicals, consumables and biological agents in the past, the medicines that enter the collection of collection are non -exclusive products. This can ensure that it is fully competitive and there is room for price reduction. However, due to the academic and cultural characteristics of the "one source and multi -flow" of Chinese medicine, the classification and naming of Chinese patent medicines are complicated, and the formula and technology have changed slightly. Therefore, there are many exclusive products. Dilemma.

Zhu Xiaoping, Director of the Medical Price and Bidding Purchase Division of the Hubei Provincial Medical Security Bureau, previously stated: "When formulating a comprehensive evaluation system, the company's market supply capacity, medical institution coverage, enterprise R & D and innovation capabilities, and on -site quotation The decline of themselves allows some of the main varieties that ordinary people usually use in this bidding. "

In addition, the concentrated volume procurement is to use the method of "recruitment and integration" to clear the purchase volume in advance, so as to ensure that the selected enterprises can achieve sales volume without excessive marketing. It can eliminate the unreasonable sales mechanism of the unreasonable sales mechanism to the benign development of the industry and guide enterprises Concentrate your energy to improve the quality of drugs and curative effects.

It is understood that the centralized pads procurement reform has been promoted from the original collection of drugs to high -value medical consumables and biological agent collection, and then promoted to the collection of Chinese medicines. , Cumulative medical insurance and patient expenditure of more than 260 billion yuan. The National Medical Insurance Administration stated that the normally and institutionalized development of centralized drugs in pharmaceuticals will continue to expand the scope of centralized procurement of high -value medical consumables to benefit patients.

Which listed companies are involved?

According to interface news, 16 types of Chinese medicines such as compound spotted spots, compound thrombosis, Huasu, and Xin Keshu of this Chinese patent medicine are more representative and have a large variety of clinical use.

Among them, all living beings (002317, shares at 13.7 yuan) are product originals of compound thrombosis series preparations. Its core product compound thrombosis capsules are original exclusive dosage types. The semi -annual report of Tizhuang Pharmaceuticals in 2022 shows that the Qualified Pharmaceutical Compound thrombosis series of products ranked first in the domestic ophthalmological patent medicine field for many years. Earlier, the compound Dan ginseng tablets, compound thrombosis capsules, compound thrombosis soft capsules, and cerebral thrombus capsules were selected in the Guangdong League Qing Kai Ling, which were selected in China. The semi -annual report shows that the sales revenue of Chinese medicines of all beings pharmaceutical industry was 853 million yuan, and the gross profit margin was 79.08%. The closing of Tizhuang Pharmaceuticals rose 0.22%today, with a total market value of 11.16 billion yuan.

Hua Toad Su is the core variety of China Resources Sanjiu (000999, the stock price of 37.5 yuan), which is used for medium and late tumors, chronic hepatitis B and other symptoms, which plays a role in assisting the treatment of cancer. The annual report of 2021 shows that China Resources Sanjiu is developing a secondary development of Huadanin injection and carried out retrospective and forward -looking RWS research around digestive tract tumors. The half -annual report in 2022 shows that China Resources Three -nine prescription drug revenue was 2.498 billion yuan, and the gross profit margin was 57.53%. China Resources Three -nine closed down 0.79%today, with a total market value of 37.06 billion yuan.

Xin Keshu is the exclusive variety of Wohua Pharmaceutical (002107, 6.07 yuan), which can be used to treat cardiovascular and cerebrovascular diseases. According to the data of Nei Mi.com, the market share of the Xinxushu tablets in 2021 public, urban communities, county -level public, and townships and townships, and the market share of oral tablets for sanitary cardiovascular disease diseases is 8.71%, ranking second in Chinese patent medicines. On December 3, 2021, the State issued the "National Basic Medical Insurance, Work Injury Insurance and Maternity Insurance Drug Catalog (2021)". The heart of Wahua Pharmaceutical was adjusted from category B to category A. Turned to full reimbursement.

The half -year report in 2022 showed that Wohua Pharmaceutical achieved revenue of 504 million yuan, a year -on -year decrease of 2.25%. Among them, the sales revenue of Xinkeshu film was 230 million yuan, accounting for 45.73%of the total revenue, a decrease of 11.62%compared with the same period last year. Wohua Pharmaceutical's closing today rose 1.85%, with a total market value of 3.504 billion yuan.

(This article is not enough to make investment suggestions, and the risk of operating according to this)

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