The first major action in 2015 aimed at "public hospital drug procurement". Recently, The General Office of the State Council issued the "Guiding Opinions on Improving the centralized Procurement of Drugs in Public Hospitals" (hereinafter referred to as the "Opinions"), which put forward a series of targeted specific measures around the key links of "what to recruit, how to recruit, how to distribute, how to settle, how to supervise". Among them, the measures on the implementation of classified drug procurement have become the biggest highlight.
Industry insiders pointed out that the "Opinions" further standardized the drug procurement of public hospitals from the aspect of top-level design, and the follow-up will be accompanied by local bidding plans to accelerate the progress of provincial bidding, and relevant listed drug companies will also rely on their own advantageous varieties in a new round of bidding.
Specifically, in terms of the implementation of classified drug procurement, the "Opinions" proposed that the basic drugs and generic drugs with large clinical dosage, high procurement amount, and multiple enterprises should be procured by provincial drug procurement agencies with a double-envelope public bidding system. The implementation of the volume of procurement, the hospital in accordance with not less than 80% of the actual use of drugs in the previous year to develop a procurement plan and budget, and specific to the variety, dosage form and specifications, each drug purchase dosage form in principle not more than three, each dosage form corresponding specifications in principle not more than two, taking into account the needs of adults and children. In the pilot cities of public hospital reform, municipal units are allowed to purchase their own drugs on the provincial centralized procurement platform.
In this regard, Shenwan Hongyuan pharmaceutical industry analysts pointed out that "recruitment and acquisition integration, volume and price linkage" may have a certain impact on the current pharmaceutical sales model; The number of dosage forms and specifications are strictly regulated, which has a huge impact on the operation mode of winning market advantages by changing dosage forms and specifications. At present, the pilot reform of public hospitals in China has reached 34 cities, and the release of some pilot units to purchase by themselves is conducive to the diversification of local bidding, and in general, it is conducive to speeding up the opening of the 2015 bidding curtain.
In addition, it is worth noting that the "Opinions" also release direct dividends for relevant pharmaceutical companies in the specific measures of classified drug procurement. The Opinions pointed out that for some patented drugs and exclusively produced drugs, an open and transparent price negotiation mechanism with multi-party participation should be established. At the same time, for women and children specialty generic drugs, emergency (grab) rescue drugs, basic infusion, small clinical dosage of drugs (the specific scope of the above drugs determined by the provinces and municipalities) and commonly used low-cost drugs, the implementation of centralized hanging network, directly purchased by the hospital.
It is reported that at present, the country is starting to establish a national negotiation mechanism for drugs, and the future of some patented drugs and exclusive varieties into the national negotiation mechanism will undoubtedly have a greater impact on the purchase and sale price of the company\'s products. Listed companies such as Double egret Pharmaceutical, Huabang Yingtai, Hengrui Pharmaceutical, and Boteng Stock are expected to seize market opportunities with their own blockbuster new drug varieties.
The direct connection of women and children\'s specialty generic drugs, basic infusion, etc. will help reduce their price pressure in audit bidding, and benefit enterprises with better hospital channels. Industrial Securities analysts believe that the direct procurement of highly competitive basic infusion for the first time is expected to gradually improve the low-price competition in the industry, which is good for Kelun Pharmaceutical, China Resources Double Crane and other large infusion leaders. The core products of Qianjin Pharmaceutical, Kangzhi Pharmaceutical and other companies will also benefit further in the direct procurement of hospitals.
In addition, the "Opinions" also put forward specific measures to improve the settlement method of drug payments, strengthen the management of drug distribution, standardize the construction of procurement platforms, strengthen comprehensive supervision and strengthen organizational leadership. The General Office of the State Council pointed out that centralized drug procurement is a major measure to deepen the reform of the medical and health system, and the introduction of the "Opinions" is of great significance to accelerate the reform of public hospitals, standardize the order of drug circulation, improve the national drug policy, promote the integration and reorganization of drug production and circulation enterprises, and establish and improve the drug supply security system based on the basic drug system.
Information source: Shanghai Securities News