The American version of "Medical Insurance Negotiation" is about to be implemented, with different bargaining methods and greater strength

Domestic, when Gan Li Pharmaceutical and Tonghua Dongbao's performance declined, the American insulin market was facing more pressure than Jixai.

On August 13, the US House of Representatives passed the "Inflation Act" with 220 votes to 207 votes. The important point of this bill is to reduce the price of drugs. The total medical expenses in the United States accounted for 17.2%of GDP, which has constituted a huge burden on fiscal and residents. US president Biden had to sign the bill on August 17.

The bill can be called "US version of medical insurance price negotiations" and authorizes the US Department of Health to negotiate price negotiations on dozens of drugs in the Medicare Catalog of Public Medical Insurance.

At the same time, the bill has set special provisions on insulin: From 2023, as long as you participate in the "American Medical Insurance", you only pay at most $ 35 for individuals to buy insulin every month.

This news directly led to the biggest decline in the single -day decline of global hegemony and Nord's stock price of insulin reached 12.78%.

Compared with China, the United States has a greater strength to bargain insulin.

The insulin market is restarted

The American version of "Medical Insurance Negotiations" first took insulin surgery, not without reason.

Like China, the incidence of diabetes in the United States is also very high. On average, one of 10 Americans is diabetic patients. The market penetration rate of insulin American insulin is about 30%, which is much higher than about 5%of China. Therefore, insulin spending occupies a large proportion in the medical system.

In order to maintain high yields, American insulin companies have continuously applied for new patents to extend the patent protection period of the original research products; on the other hand, they are lobbying members of the real gold and silver.

In the end, in the US market, the launch of insulin -like drugs was frequently blocked. The original research companies enjoyed high pricing for a long time, and the public complained.

According to foreign media reports, in 2020, the average monthly paid fee for diabetic patients participating in Federal Medical Insurance to buy insulin was $ 54, and the highest ones reached $ 115. On the whole, patients participating in Medicare Medical Insurance purchase a total of US $ 1.03 billion each year.

Once the new price limit policy is implemented, the 3.3 million insured person only costs up to 35 US dollars per month, or about RMB 241, to use various insulin. Moreover, the U.S. government plans to further conduct price negotiations on insulin from 2026, and it is expected to further reduce the burden on patients.

This kind of control is not inferior to my country's collection.

Based on the sixth batch of insulin prices in China, the price of long -term insulin in the selected in China is basically below 80 yuan. Based on the maximum dosage of 3 per month and the minimum medical insurance reimbursement, the monthly at their own expense of Chinese patients is about 100 Yuan and bottom.

According to the US Department of Commerce Economic Analysis (BEA), the per capita disposable income of the United States in 2021 was about $ 55,710. According to the Statistical Bulletin of the National Bureau of Statistics of China, the per capita disposable income of Chinese residents in 2021 was 35,128 yuan, or about $ 5,445.

Considering the difference between 10 times the per capita disposable income of China and the United States, the patient's actual burden was lighter after the United States implemented insulin control fees.

It is no wonder that Biden signed when signing the "Inflation Act": "Today, the American people won, and some special interest groups lost."

There may be a reference for China Medical Insurance Contributions

The bill signed by the United States this time, such as "copying" China's collection and medical insurance price negotiations.

Previously, US law stipulated that the federal government could not restrict drug prices and interfere with the market in the form of price negotiations. Pharmaceutical companies defend the free pricing power on the grounds that "controlling the price of drugs to prevent life -saving medicines from entering the market".

But at present, the risks of the US economy and inflation pressure have emerged. Medical expenses occupy a large part of the US GDP, and it is a fast -effective way for medical swords.

The United States plans to launch the first round of price negotiations in 2024, requiring 10 drugs to reduce prices, and take effect in 2026. In 2027 and 2028, 15 negotiations were negotiated, and 2029 and after 20. And from 2028, medical devices will be included in the scope of negotiations.

These varieties are innovative medicines and innovative equipment that have been listed for a while, and the market value has long been realized. Choosing to operate these varieties is relatively easy to accept.

Different from my country's collection of "spending the field", the United States has punishment measures for companies that do not participate in negotiations. The difference is fined.

These practices have a different way to collect in China: China launched 4+7 episodes pilots in 2019, and the first high -value consumable collection was launched at the end of 2020. It is all -targeting pharmaceutical products with false prices.

The price negotiation on the other side of the ocean may bring some reference and thinking.

In China, the price of insulin and other common drugs has fallen sharply, but patients are mainly purchased through outpatient drugs, pharmacies, etc., and the proportion of self -payment is still not low. If the monthly cost is set up, is it possible that it is possible for the further popularization of varieties?

Writing | Li Ao

Edit ｜ Jiang Yun Jia Ting

Operation | Xiaoxi

Illustration | Visual China

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