[Transfer] Four episodes of surround medical treatment

Source: Archimedes Biotech

In August, the four major nationwide -level collection of collection was simultaneous, highly excited, and forming a surrounding trend on the medical industry.

01

implanted teeth

In November last year, the Sichuan Alliance launched a report on dental implants and no progress.

In April of this year, the Sichuan Alliance once again organized a report on dental implants and no progress.

At the end of July, the National Medical Insurance Bureau issued a notice in a severe tone, "crossing to the edge, vertical to the end, and full coverage."

Tongmei medical care is still too naive.

The endorsement of imitation drugs has a consistent evaluation, which is a standard product. Basically there are no brands and effects. The dental implants attributes are completely different. It is a non -standard consumer product. There is a consumer layer, which corresponds to different payment capabilities. Low -priced package can provide entry -level dental implant freedom. It is a heavy livelihood dividend. According to the lowest price of 1,800 yuan/piece in Bengbu City, Anhui Province, it only costs 15,000 yuan to plant 8 teeth. The view that the rich people are 8 teeth "will be completely bankrupt. At the same time, consumers with certain economic conditions are greater than the price of quality, and they are more concerned about the service life, comfort, stability, chewing effect of dental implants, and the technical and experience of surgical doctors. market.

Therefore, Tongmei Medical responded yesterday that customers are layered, and dental implants will not affect the company's product sales and profits. This view is based on the market economy and is roughly established.

If the collection is just to reduce the threshold, there is a precedent for the pilot of Ningbo and Bengbu, Anhui, and public first -level and secondary hospitals and private hospitals are easier to launch low -cost packages. In order to cooperate with the policy, public tertiary hospitals will also launch low -cost dental implants, but the reservation time may be longer. For mid -to -high -end dental implants and the original price system, 80%of the market share of private hospitals may be diverted to public first and second -level hospitals with a more standardized treatment process.

In the past, domestic consumables had no market status. Jizhi is a good for domestic implants and crown manufacturers, provides stable sales channels, and accumulate clinical data and reputation.

The feasible solution is that the collection of maintenance protection provides entry -level dental implants, and slowly move down the mid -to -high -end price center.

However, the national collection plan does not seem to be satisfied with Ningbo and Bengbu only incorporated into non -mainstream brands, and it is not satisfied with only consumables. If the price of mid -to -high -end dental implants is also greatly reduced, there will be a great impact on public tertiary hospitals and private hospitals.

"The price of cardiac stents has been reduced from 13,000 yuan to 700 yuan. Why is it a price of dental implants or tens of thousands of prices? Is it more difficult for dental implants?" This view is naive.

The heart bracket is 700 yuan, but it is only the price of consumables. The average cost of an operation still costs about 30,000 yuan. Ten tens of thousands of yuan of dental implants are consumables and surgical packaging costs. Among them, consumables (implants, bases, and crowns) account for only about 30%. 400 ~ 600 yuan, 500 ~ 800 yuan, 1800 ~ 2300 yuan. Medical services account for about 70%. It is difficult for public tertiary hospitals to reduce the cost of doctors, and private hospitals also pay a high salary of dentists. The average revenue from Ryl Group in 2021 is 1.8748 million yuan. The average income of dentists is about 400,000 yuan. Domestic dental doctors are closely short. The number of dentists per million people is only 131, and the number of dentists per million people in Japan is 818. There are fewer doctors with planting qualifications, accounting for only 11%of all dentists.

The contribution of collecting consumables to the overall price reduction effect is not obvious, and the focus is on the space for squeezing medical services. Then it will affect the operating conditions of the dental hospital and further affect the major of dental medicine in colleges and universities.

At the implementation level, if dental implants are not included in medical insurance reimbursement, but only the account payment of medical insurance over the years, or paying at their own expense, lack of incentives and binding power to private hospitals and public tertiary hospitals. I wonder how to break the situation?

02

Spine consumable

Minimally invasive medical treatment has been renamed by investors as severe hardware.

This company is also very naive, and has high hopes for Ji Cai to boost orthopedic business. Hip and knee joint products have been comprehensive in the national collection, and the market share and penetration rate have been greatly improved. The bids of trauma products to win the 12 provincial alliances to collect and bring a large breakthrough in the expansion of sales channels. The appearance is glorious and injured in the heart. Last year, the domestic orthopedic business revenue was US $ 22.4 million, a year -on -year decrease of 31.7%, which was mainly affected by the reduction of related orders.

The national collection of orthopedic spine consumables was officially launched last month. According to the type of surgical type, surgical site, and approach, it is divided into 14 product system categories. It does not leave dead ends, which means that almost all spine products are collected.

The consideration of collection is not innovation, but supply and price. In the same system category of the enterprise, all products are allowed to have one declaration price. The materials of the components or product systems are not distinguished. The sterilization and non -sterilization are not distinguished. Promoting production cost control capabilities have become the core competitiveness of orthopedic enterprises.

Weigao Orthopedics said that after the trauma and joint collection, some sequelae of the market appeared on the market, such as the supply of supply was not timely and the supply was unstable. In this collection, the main components are complete and can supply enterprises in all parts of the country. They have advantages in bidding rules. The procurement cycle is 3 years, which is extended from the 2 -year purchase period of the two -year manual joint last year.

Last year, the average price of artificial joints was reduced by 82%.

The most active national control costs in Anhui Province, which collected spinal consumables in July last year, with an average price reduction of 54.6%, and the highest decline came from the intervertebral and lumbar intervertebral fusion device of Beijing Chuangsheng, reaching 82.88%. More than 10 companies have abandoned the labels, including Johnson & Johnson, Chunli, Aikang, Wuhan Mai Rui, and Langmai. This time, the collection is directly pointed at the national market, and the enthusiasm of orthopedic enterprises will rise even higher.

One year ago, the collection of trauma consumables in the 12 provincial alliances has been demonstrated. The procurement of trauma consumables in the alliance region dropped from 8.437 billion yuan per year to 854 million yuan, with an average price reduction of 88.65%. The price of ordinary bone board systems decreased from an average of about 4683 yuan to about 606 yuan. From the average of about 9360 yuan to about 987 yuan, the price of the intramedidal nail system decreased from an average of about 11687 yuan to about 1271 yuan.

Waiting for a waterfall flow with a gap between the spine consumables.

03

Electrical physiology

The collection of electrical physiology led by Fujian is the highlight of this year.

The timing of this innovative device is immature.

Electricity can be divided into two parts: atrial fibrillation surgery and non -atrial fibrillation surgery. Among them, the cost of atrial fibrillation surgery is as high as 80,000 to 100,000 yuan, and terminal sales account for 64.5%. The onset is positively related to aging, and the future proportion will be further expanded.

This is the most important electrical and physiological market, which is completely monopolized by foreign capital. Earlier this year, some pharmaceutical researchers predicted that domestic production could not enter the atrial fibrillation market within 3 years. This has caused domestic atrial fibrillation surgery to cost nearly 30,000 yuan higher than the United States.

Some core modules (high -density labeling modules and pressure perception modules) in the atrial fibrillation consumables of domestic electrical enterprises are lacking, and they are trying to catch up with the three foreign giants Johnson & Johnson, Abbott, and Midunli.

The high -density labeling catheter of minimally invasive electrophysiology has been submitted to the registration. It is expected to be listed this year. The pressure sensing magnetic positioning irrigation radio frequency dishumina entered the special approval procedure of innovative medical device in 2017. This is the first domestic stress perception of the green channel to be approved to enter the green channel. catheter. At present, it has entered the clinical trial stage and has completed the clinical enrollment. It is expected to be listed in 2023. ICEMAGIC's heart freezing and ablation system entered the special approval procedure of innovative medical devices in 2021. It has entered the clinical trial stage and completed the clinical admission group. It is expected to be listed in 2023 with the frozen discharge custody.

Huitai Medical's magnetic positioning pressure sensor radio frequency discharge catheter has entered the clinic. High -density labeling catheter and pulse fusion custody of magnetic electrical positioning have been completed, and atrial fibrillation products are expected to be approved in 2024.

Atrial fibrillation surgery (three -dimensional electrical physiological ablation) equipment,) is similar to chemical glow, basically closed systems, consumables (three -dimensional melting catheter) have the only matching with the equipment, which is a dungeon business model.

In 2024, the domestic production has the ability to attack the three giants in the FTD field in the field of atrial fibrillation. For the best time to collect, it can vigorously promote the domestic replacement process.

At present, domestic production is still limited to the non -booming surgery market. Huitai Medical HT-Viewer's three-dimensional system was listed in early 2021, mainly for the premature ventricular early (surgical costs 45,000 yuan), and room speed (surgical costs 35,000 yuan) to provide overall solutions.

Unlike most equipment tracks, the substitutional substitution process of electrical is not retreat. With Johnson & Johnson SMARTOUCH pressure sensing pipe and Midunlin's first -generation frozen ablation system for domestic listing, atrial fibrillation consumables have rapidly volume, the domestic electrical and physiological market share has decreased from 11.6%in 2015 to 9.0%in 2019, and in 2020 to 9.6%. Foreign capital also launched a decrease in dimension, squeezing domestic living space in the field of ordinary electrical and physiological consumables, and the use of imported magnetic perception (three -dimensional) 10 pole labels to increase the use of catheters, and domestic universal category target catheter market share is under pressure.

The competition in the non -atrial fibrillation surgery market is relatively full. If this collection has caused significant bargaining, the survival space of domestic electrical physiological enterprises will be more narrow.

04

Liver biochemical reagent

The largest IVD collection in history was launched.

After the common sense that the "equipment+reagent" system is impossible to collect the closed "equipment+reagent" system in Anhui, there is no shelter in the IVD field. On August 4, the collection of liver exercises and biochemical test reagents led by Jiangxi began to declare, covering 22 provinces (22 provinces ( City, district).

Biochemical diagnosis is the second largest market for IVDs in China, accounting for about 20%, second only to immune diagnostic products. The field of focusing on liver function is covered with 26 detected substances.

The market concentration in the biochemical reagent is low. There are more than 200 registered companies in the country, with an average of only tens of millions of yuan, which is related to the opening of the business model. Most biochemical companies do not have the ability of biochemical instruments to self -developed and choose agents or direct procurement biochemicals, so they form an open system. The mainstream manufacturers, Bakerman and Mai Rui Medical, are all closed systems, which may be the direction of market development.

From the perspective of clinical testing, the closed system is better controlled than the open type. It only takes many years to achieve this step in the market with extremely scattered competition, and the collection will greatly shorten the process. In 2021, Mindray Medical's domestic biochemical reagent revenue was about 900 million yuan (of which liver meritorization accounted for about 20%), and the market share was only 12%. The domestic replacement process will also accelerate. The third -level hospital is mainly imported biochemical instruments. The income of nearly 90%of the domestic biochemical reagents in Mai Rui Medical is concentrated in secondary and below hospitals. The collection can promote domestic enterprises to open the door of the third -level hospital on a large area to achieve curve overtaking. In Anhui Chemical Everbright Collection, more than half of Mai Rui Medical Installation is in the Three Hospital. The average percentage of chemical light consumption is about 40%, while the procurement cost of biochemical reagents in the inspection fee (terminal admission price) is only 10%to 15%. Liver power biochemical reagents are one of the largest varieties in the IVD industry, corresponding to the market size of 1.8-23 billion.

The average price reduction of Anhui Chemical Luminous Set has a limited price of 47%, and the market capacity of a province is limited. Roche and Beckman abandoned the label. Afterwards, the machine was idle or demolished, which greatly shocked the IVD industry.

This time the liver biochemical reagent collection covers 2/3 of the country's market, and the domestic chemical rate reaches 60-70%. The main production companies include Mai Rui Medical, Mike Biology, Nine Biology, Derry Medical, Ledman and Meikang Biology. It will be fierce.

The storm in the pond may change the expectations of the IVD industry, and it is greatly shocked again.

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