What challenges do you face the "acceleration" of the auxiliary reproductive services to the "acceleration"?Not good for the industry?

The 21st Century Business Herald reporter Wei Xiao Shenzhen Recently, 17 departments including the National Health and Health Commission and the National Development and Reform Commission issued the "Guiding Opinions on Further Importing and Implementing Active Paternal Support Measures", which required to accelerate the establishment of a positive fertility support policy system to promote to promote Realize moderate fertility levels and promote long -term balanced development of the population to provide strong support. It is mentioned that considering the affordable ability of medical insurance and maternity insurance funds, the appropriate childbirth analgesic and auxiliary reproductive technology projects are gradually included in the fund payment scope according to procedures.

In recent years, the number of infertility patients in my country has increased. At present, the cost of assisting reproductive medical expenses is high, and the pressure on related groups is high; high -end pressure on the high self -funded also leads to the lower penetration rate of the auxiliary reproductive market in my country. According to the data of Ferrisana, China ’s infertility rate was 16.9%in 2020, while the auxiliary reproductive penetration rate was only 7.9%, which was far lower than the United States of 31.2%.

The industry generally believes that if the medical expenses of assisted reproductive technology can be included in medical insurance, or effectively alleviate the economic pressure of pregnant families through technical means, increase the auxiliary reproductive willingness of infertility patients, and promote the increase in population birth rate to a certain extent.

It is worth noting that Duan Tao, the chief strategic official of Jinxin Reproductive, pointed out to the 21st Century Business Herald that from the perspective of obstetricians and gynecologists, it is a good thing for childbirth analgesic or auxiliary reproductive medical insurance. However, many problems will be encountered in the specific implementation process.

In addition, Ping An Securities believes that the entry of auxiliary reproductive projects will promote the accelerated development of the industry. However, Duan Tao pointed out that although the auxiliary reproductive projects entering the medical insurance may promote the development of the industry, entering the medical insurance may face the problem of mining price reductions, so it is necessary to observe whether the related industries are favorable.

Why not include medical insurance?

Auxiliary reproductive technology is an important method for treating infertility. It refers to the use of medical assistance methods to help infertile couple pregnancy, including artificial insemination (IUI), supporting transplantation, in vitro fertilization-embryo transplantation (IVF-ET). The widest is artificial insemination and IVF technology (IVF).

The seventh census data shows that in 2020, my country's birth population is 12 million, and the population birth rate is 8.50 ‰. The birth population slipped for three consecutive years. The birth rate was the lowest since the data existed in 1952.

In recent years, the increase in groups of infertility in my country is one of the reasons. According to data released by the National Health and Health Commission and the China Population Association, the infertility rate of couples in childcare has climbed from 2.5%-3%20 years ago to about 12%-15%in recent years. 50 million people. According to the data of Fhstana, in 2023, the proportion of infertility in my country will reach 18%.

In addition, it is worth noting that it is currently based on the auxiliary reproductive medical expenses, and the pressure of related groups is high. According to the "Guidelines for Clinical Practical Practice of Infertility Women in Infertility", when women are 35 and below, they need an average of 3 treatment cycles to successfully produce. The price of egg retrieval is about 33,000 yuan to 42,000 yuan, 35 years old, and 35 years old. The above women need a longer cycle. It means that the successful production of childcare women takes at least 100,000 yuan or more, and the hospital clinic reimbursement has a capacity of 20,000 yuan per year.

High -end pressure on my country's auxiliary reproductive market has low penetration. According to the data of Ferrisana, China ’s infertility rate was 16.9%in 2020, while the auxiliary reproductive penetration rate was only 7.9%, which was far lower than the United States of 31.2%.

Ping An Securities pointed out that the current price of IVF in my country is generally 40,000 yuan, and the penetration rate is about 7%. Compared with the penetration rate of more than 30%in the United States, it is still low. The higher price has made some low -income people look forward to the auxiliary reproductive projects, resulting in a slower speed of the increase in the increase of the auxiliary reproductive penetration. With the entry of auxiliary reproductive projects in the future, it will improve the permission of patients, and it is expected to promote the rapid release of the demand side, thereby promoting the development of the industry.

If the medical expenses of the auxiliary reproductive related technology can be included in the medical insurance, or effectively alleviate the economic pressure of the pregnant family through technical means, increase the auxiliary reproductive willingness of infertility patients, and promote the increase in population birth rate to a certain extent.

The study of Zhu Guoguang team of Soochow Securities pointed out that in 2020, my country's auxiliary reproductive IVF market is about 33 billion yuan, CAGR in 2016-2020 is 14.1%, and it is expected to reach 50.4 billion yuan in 2023, and the CAGR is about 16%from 2021-223. With the general public's cognition and acceptance of the auxiliary reproduction, the relaxation of fertility policies, etc., the domestic auxiliary reproductive market is expected to continue to expand. It is expected that the number of IVF egg retrieval cycles in 2023 will reach 1.326 million cases.

What are the main reasons why my country has not incorporated relevant auxiliary reproductive projects into medical insurance? Duan Tao pointed out to the 21st Century Business Herald that medical insurance is actually guaranteed to ensure basic medical needs. Taking childbirth analgesics as an example, affected by conservative concepts, many people think that it is a consumer medical treatment, which is more like a luxury instead of basically not basically Medical needs. However, the common consensus is that "pain in childbirth" is not only "necessary", but also one of the highest levels of pain that humans can feel, so the analgesic delivery is regarded as a basic need.

Wen Saiyong, deputy chief physician of the Department of Anesthesiology of Hunan Provincial People's Hospital, pointed out that in addition to the public's blind spot, the hospital also lacks corresponding human resources and motivation, and distributed on this "hard -to -be" service. "It takes about 2,000 yuan to carry out painless delivery, and 700 ~ 800 yuan can be reimbursed by anesthesia and other methods. There are more than 1,200 yuan to require hospital subsidies to make a loss." In addition, the best model for the best -to -take It is stationed in the delivery room 24 hours, but this means a large number of anesthesia doctors. According to Huang Wenqi, vice chairman of the Anesthesiology Branch of the Chinese Physician Association, there are currently more than 85,000 anesthesia doctors in the country with a gap of about 300,000.

Many places are also actively preparing for medical insurance for related auxiliary reproductive technology. For example, in February of this year, the Beijing Municipal Medical Insurance Bureau, Health and Health Commission, and Human Resources and Social Security Bureau issued the "Notice on Regulating and Adjusting Some Medical Service Price Projects" to uniformly set the price of 53 auxiliary reproductive technology projects such as fertilization and embryonic cultivation, and also Incorporate 16 projects into Class A medical insurance (only outpatient clinics), the project price ranges from 180 yuan to 5050 yuan. Among them, the highest single price is the diagnostic technology of embryo single gene disease, which is 5050 yuan/each embryo.

It is reported that in the three major directory of medical insurance, the directory of medical insurance and drugs and diagnosis and treatment items is divided into "Class A" and "Class B". The scope of reimbursement of drugs and diagnosis and treatment projects corresponding to "Class A" and "Class B" is different. Class A drugs are necessary for clinical treatment, wide use, good curative effect, and low prices in similar drugs. Class B drugs are available for clinical treatment and good efficacy. Similar drugs are higher than category A drug price. Class A projects are included in the scope of reimbursement. Category B projects require individuals to pay part of the cost, and the remaining expenses are included in the reimbursement scope.

In May, the Zhejiang Provincial Medical Insurance Bureau issued the "Notice on Supporting" Zhejiang You're "to promote eugenics and good health work (draft for comments), and proposed to expand the scope of maternity insurance payment. Formulate the prices of auxiliary reproductive related technical medical services such as artificial insemination and IVF for infertility in accordance with relevant state regulations, and timely incorporate it into the scope of maternity insurance payment.

What's difficult to go to the medical treatment?

However, it is worth noting that at present, Beijing's above -mentioned reproductive auxiliary technology projects have been suspended in medical insurance related policies.

It is reported that in April this year, some netizens consulted the implementation of the policy. According to Beijing 12345, "After verification, according to the relevant provisions of the medical security list, in accordance with the requirements of the National Medical Insurance Bureau, the city's auxiliary reproductive technology service projects are included in the scope of medical insurance payment scope. The implementation of the suspension. At present, the National Medical Insurance Bureau is conducting overall research on relevant policies, and our city will be implemented strictly in accordance with national regulations. "

In this regard, Duan Tao pointed out that, first of all, the problem is more complicated and should be coordinated by the country unifiedly, not the behavior of the local government; secondly, at the specific implementation level, Beijing does not formulate relevant policy rules, so it may make it difficult to implement.

In addition, Duan Tao believes that from a professional perspective, Beijing's relevant policies are not so reasonable. "Because of the 16 projects incorporated into the Class A medical insurance, many three -generation IVFC -related advanced technologies are included. The technologies of the third -generation IVFK are relatively complicated and the price is more expensive, but the actual amount is not much."

It is understood that the third -generation IVF technology is also known as "the diagnosis of heredity before embryo transplantation", which can eliminate genetic defects and deal with genetic diseases. Taking Mediterranean anemia as an example, if both couples are carriers of poor genes, then 1/4 of the chances of childhood poverty -stricken children and 1/4 chances of having a healthy child should be born. At this time , That is, the diagnosis of genetics before embryo transplantation, picked out healthy embryos transplanted into women's body.

In fact, the amount of related technologies related to IVF in my country is relatively limited. According to the "China Auxiliary Reproductive Policy Analysis 2022" report, infected patients with infertility patients require only a small part of patients with auxiliary reproductive patients. Only less than 20%need to be auxiliary reproductive, and more than 80%of patients can get pregnant with conventional treatment.

Therefore, Duan Tao believes that if the auxiliary reproductive technology is to be included in the medical insurance, only most of the infertility treatment of conventional treatment should be included in medical insurance, because the core principle of China's basic medical insurance system is "insurance". "If the auxiliary reproductive items are included in medical insurance, then 80%of conventional treatment should also be included in medical insurance. From the perspective of coverage, the problem of infertility should be solved first, because 80%of patients only need to perform conventional infertility infertility and infertility There is no need to carry out expensive projects such as IVF at the beginning, so the basic order cannot be reversed. "

In addition, it is critical to solve the problem of payment. Duan Tao pointed out, "In fact, my country's medical insurance plate is not enough every year, especially under the impact of the epidemic, adding another one may lead to the heavier medical insurance burden. In addition, for the hospital The cakes in other departments are so large, and other departments can be reimbursed. "

In this regard, commercial insurance may help. The relevant person in charge of Taikang Online told the media that commercial insurance companies have strong willingness in the field of assisting reproductives, and need to connect with social security for reimbursement of fertility expenses to further alleviate the pressure of patients' self -funded payment.

In addition, how to reimburse medical insurance in different places is also a problem. "There are very few institutions that can provide auxiliary reproductive technology in the central and western regions. Therefore, patients can only run in Beijing, Shanghai and other places, but the problem of medical insurance reimbursement needs to be resolved." Duan Tao said. Ping An Securities believes that assisted reproductive projects entering medical insurance will promote the accelerated development of the industry, and downstream medical service companies will take the lead in benefiting. my country's auxiliary reproductive drug market is still leading imported. If the pharmaceutical market will be harvested in the future, it is expected to promote the reconstruction of the market competition pattern, thereby bringing opportunities for domestic pharmaceutical companies.

Wind data shows that among the current A -share listed companies, there are 22 auxiliary reproductive concept stocks, which cover infertility treatment, auxiliary reproductive gene technology, auxiliary reproductive medical services, progesterone drugs, etc.

It is worth noting that on the influence of related industries, Duan Tao pointed out that although the auxiliary reproductive projects enter the medical insurance or will promote the development of the industry, entering the medical insurance may face the problem of mining price reductions, so it is necessary to facilitate the related industries to further observe.

"From the perspective of obstetrics and gynecologists, it is a good thing to give birth analgesia or auxiliary reproductive medical insurance. It helps to solve the problem of fertility, but it will encounter many problems in the specific implementation process." Duan Tao said.

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