The health insurance fund is the largest payee in the Chinese medicine market.Entering the health insurance catalogue means that the burden of patient payment is reduced and the willingness of hospitals to use drugs is increased. In theory, it will naturally drive the growth of drug sales, and the importance of promoting the growth of corporate performance is self-evident.Therefore, in the dynamic adjustment program before the landing of the previous health insurance list adjustment has attracted significant attention of the industry.
The National Health Insurance Catalogue (2017 Edition) was officially released on February 23, 2017, which included a total of 2,535 drugs, an increase of 15% compared with the Catalogue (2009 Edition).Among them, western medicine increased 217, call out 61, Chinese patent medicine increased 251.On the whole, make steady expansion.Both Chinese and Western medicine, in terms of indications also more increased the tumor.Cardiovascular.Respiratory system drugs, rare diseases, anti-infective drugs also have a certain expansion, further reducing the burden on patients.
The pharmaceutical market is rapidly changing, especially since the implementation of the new medical insurance in 2017 has been nearly 2 years, the impact on terminal sales should also be reflected.Recall that the laughter of companies celebrating the entry of their varieties into the Medicare Catalogue is still vivid. Two years later, has the benefits of the Medicare Catalogue Policy been honored in terms of variety performance?How much is the sales performance of specific varieties increased?Believe that this is an issue that everyone is interested in.
is limited in space. This paper takes 13 representative varieties as an example to see the changes in sales volume and sales volume of these varieties after entering the medical insurance system, from which we can see how the medical insurance catalogue helps the sales volume of drugs.
Sidabenamine is a new anti-cancer drug of HDAC inhibitor independently developed by micro-core organism. It can control tumor recurrence and metastasis by precisely controlling the four enzymes closely related to tumor cell activity and activating the immune function of anti-tumor cells in human body. The first indication is a new drug for relapsed and refractory peripheral T-cell lymphoma that is superior to other products in terms of clinical effectiveness, safety, and ease of use.
Sidabenamine was first approved for listing in China on December 23, 2014, and the price is only one-tenth of that of similar products. Before entering the medical insurance catalog, the sales performance was not satisfactory. After entering the 2017 national medical insurance catalogue through negotiation, the price decreased, and as the medical insurance payment gradually landed in some provinces and cities, the sales volume of 2017Q2 increased by more than 700%, indicating that the clinical demand has suddenly been greatly released. Since then, the growth rate of sales has declined and it has gradually stabilized.
Lenalidomide Capsules is mainly used for the treatment of multiple myeloma that has received at least one therapy, and the originator is American New Base Company.Since its launch in 2005, Ruifumei's global sales have continued to grow at a high rate, exceeding $8 billion in 2017.Although the total number of patients with multiple bone marrow cancer and myelodysplastic syndrome in China is large and the market potential is large, the sales of brand-name lenalidomide in China are not as good as those in the global market. It was not until 2017 that the volume of brand-name lenalidomide began to increase, especially in 2018Q1 compared with the previous quarter.
Lenalidomide is effective.Clinical application safety.The adverse reactions were small. It was recommended as the first-line drug in the new guidelines of NCCN2019 and the Guidelines for the Diagnosis and Treatment of Multiple Myeloma in China (2017 Edition), superimposing the price reduction effect of medical insurance negotiation, which promoted the significant increase of clinical use.
is the first-line drug for hypertension patients in China. Alisartan medoxomil tablets is an exclusive patented new drug developed by Xinlitai, belonging to angiotensin II receptor (ARB) antagonist, used for mild.Treatment of moderate essential hypertension.Hypertension patients in China maintain an average annual increase of about 4%, although the market space for antihypertensive drugs, but a wide variety of drugs, ARB drugs are highly competitive.
Alisartan medoxomil tablets had sales of less than 8 million yuan in 2017. Through national negotiation and entry into medical insurance, 28% price decrease also showed competitiveness.However, due to the cumbersome procedure of medical insurance landing, Alisartan Axetil Tablets only entered very few hospitals in 2017. Due to the small base, the doubling volume of 2017Q3 is related to the price reduction of medical insurance.The year 2018 has been shown to continue as Medicare and Alisartan Axetil Tablets move into more hospitals.Stable and significant volume effect.
Bevacizumab is the first monoclonal antibody for metastatic colorectal cancer (added to cetuximab in 2018), although the efficacy is definite, but the high price limits the use of patients.Bevacizumab entered the national medical insurance system through negotiation at the end of 2017, with a price reduction of 63%. After the price reduction, it ushered in a great release of clinical demand. The sales volume of 2017Q3 exploded by nearly 160%.However, subject to the problem of biological drug supply capacity, 2017Q4 began to show negative growth.Bevacizumab sales grew steadily from the previous month as capacity supply kept pace.
From the same period of last year, the sales of bevacizumab in 2018Q2 increased by 300% compared with 2017Q2, and the pulling effect into medical insurance is very obvious..
Liraglutide is a human glucagon-like peptide-1 (GLP-1) analog with the dual advantages of glucose-lowering and weight-loss.With the approval of several once-weekly GLP-1 receptor agonists, the global market for GLP-1 drugs has expanded rapidly.Before 2017, the domestic market of GLP-1 receptor agonists was immature, very small, and accounted for very small market share of the whole hypoglycemic drugs.On the one hand, because of late entry into the market, on the other hand, because of higher prices, as a chronic disease medication, beyond the capacity of domestic patients.After liraglutide entered into the medical insurance through negotiation, it decreased by 43%, and the payment standard of medical insurance was 410 yuan/branch. The domestic drug use group expanded rapidly, and there was a significant increase in volume in 2017Q3.
Human epidermal growth factor receptor-2 (Her2)-positive breast cancer accounts for approximately 20% of all breast cancer patients, and is an aggressive breast cancer with a very poor prognosis without treatment. The anti-recombinant DNA-derived humanized monoclonal antibody selectively acts on Her2, significantly improving patient survival, and has been prolonged since its launch in 1998. Trastuzumab has been in the national health insurance before Covered by medical insurance in several provinces and cities, the state negotiated to reduce the price from 2,1600 yuan per bottle to 7,600 yuan, and the price reduction rate was as high as 65%.
Trastuzumab has entered the new version of base drug catalogue in 2018, and the patient coverage group has been further expanded.There was a news report that trastuzumab was out of stock after entering the national medical insurance catalogue. From the sales chart, it can be found that the volume of trastuzumab after entering the medical insurance is indeed very significant, and the sales volume of 2017Q3 is increased by 200%. Later, due to lack of stock, trastuzumab showed a negative growth; with the solution of the supply problem, the growth of trastuzumab slowly recovered, and there was a significant increase in 2018Q3.
no.7. Recombinant human pro-urokinase
The national class I biological new drugs, clinical thrombolytic therapy for acute ST-segment elevation myocardial infarction, in terms of recanalization rate (85%).In terms of safety (the incidence of cerebral hemorrhage was only 0.19%) and cost-effective than reteplase.Alteplase and urokinase and other competitors.Recombinant Human Prourokinase for Price Reduction in National Health Insurance Negotiations 11.5% entered.
In 2017, the total sales volume of Puyouke sample hospital was about 11.1 million yuan.After entering the medical insurance sample hospital sales, performance is unstable, or even quarterly negative growth.On the one hand, it may be because of seasonal differences in the incidence of acute myocardial infarction, which is slightly lower in summer.On the other hand, the price of recombinant human pro-urokinase is reduced by 11.5% entered the national medical insurance negotiation catalogue. Among the varieties that were negotiating in the same batch, the decline was at a low level, and the reimbursement scope of medical insurance for Puyouke was limited to 12 hours after the onset of acute myocardial infarction, and the overall growth was not particularly obvious.
Ticagrelor is a direct action.Reversible binding platelet inhibitors for acute coronary syndromes.As an alternative to clopidogrel, it has a greater platelet inhibition.It has a more rapid onset of action and can significantly reduce cardiovascular death.The incidence of myocardial infarction or stroke has been recommended by several European and American treatment guidelines as the first-line or preferred antiplatelet agent for patients with ASC since its launch.
The global cardiovascular disease remains high, bringing a bright future to the antithrombotic drug market. In 2017, the sales amount of ticagrelor in public hospitals in key cities in China exceeded 100 million yuan.However, the 2017 anti-thrombotic drug list also added dabigatran etexilate. Apixaban.Sulodexide.Argatroban. eptifibatide, indobufen and fondaparin, and other new products, the competition is extremely intense, so ticagrelor The overall sales growth curve is still relatively smooth, and there is no particularly obvious ups and downs compared with other varieties in this paper.
Ericoxib is an osteoarthritis drug developed by Hengrui. Compared with celecoxib, it relieves osteoarthritis, but it is cardiovascular. Renal function is safer and has been growing at a high rate since its launch in 2012.With its own advantages and a huge sales network coupled with the advancement of the new health insurance catalog, Hengrui achieved stable volume, sales have been showing a steady growth trend.
Febuxostat is a xanthine oxidase (XO) inhibitor that relieves gout by reducing serum uric acid.As the second largest metabolic disease in China, gout has a large number of patients, but there are not many varieties of therapeutic drugs. The market for gout drugs in public hospitals in key cities in China is mainly from febuxostat. Benzbromarone.Allopurinol and colchicine are four drugs.
In 2017, the market size of domestic gout drugs was about 1 billion yuan. Before entering the 2017 medical insurance catalogue, although the price of febuxostat was slightly higher, the market share was nearly half.After medical insurance reimbursement, febuxostat achieved sales doubling in the current quarter of 2017 Q2, clinical demand was released, and then entered a steady growth phase.By Q3, sales of febuxostat had increased nearly fivefold in the quarter to 2016Q3, the year before Medicare.
At present, the incidence of age-related macular degeneration (AMD) in China is close to that of developed countries, and the number of patients is about 3.6 million. In 2017, Conbercept was included in the medical insurance through negotiation to reduce the price by 17%, and the payment standard for medical insurance was RMB 5,500/piece. Ranibizumab and Conbercept entered the medical insurance payment list together, and the payment standard for medical insurance was RMB 5,700/piece.Composing's competitive advantage over ranibizumab includes better therapeutic results.Conbercept's market share is expected to surpass that of ranibizumab in the future due to fewer injections and the advantages of local drug companies' sales channels.
After Combacept enters the National Medical Insurance Catalogue, the regional supplement will be completed successively from the fourth quarter of 2017 to the beginning of 2018.At present, the incidence of age-related macular degeneration (AMD) in China is close to that of developed countries, and the number of patients is about 3.6 million. From the data point of view, under the dual influence of price reduction and medical insurance, Compaqip presents a stable and stable Volume trend.
Apixaban is an anticoagulant that acts directly on factor X, and its clinical effects are widely recognized. The new health insurance list limits its reimbursement to patients undergoing lower limb joint replacement surgery, so even in embolism prevention.Deep vein thrombosis. Pulmonary embolism and other aspects have a very good effect, sales growth is not particularly conspicuous, but after the coverage of medical insurance, the overall increase in sales.
As a first-line antidepressant drug, paroxetine has been growing steadily as a first-line drug for antidepressants. It has once occupied a leading position. The new release formulation has entered the medical insurance through negotiations in 2017, and sales have grown rapidly, with people's awareness of the dangers of depression. Deepening, the growth of depressed population, the market prospect of antidepressants is very broad. Paroxetine as a first-line antidepressant, clinical safety is good, the market capacity is large, but because the generic drugs plunder the original market, the competition is fierce, so the sales growth is not obvious .
From the overall sales situation of the above-mentioned hospitals, after entering the national medical insurance catalogue, most varieties showed significant volume before 2017Q4, especially for some clinically urgent needs. Sales of expensive anticancer drugs and highly effective drugs for chronic diseases have increased significantly.However, for some of the relatively mature and more competitive products, no significant increase in sales has been observed after entering the medical insurance system.
for similar bevacizumab.Trastuzumab. Liraglutide and other biopharmaceutical varieties, we can observe through the data that after the significant volume of 2017Q3 or 2017Q4, subject to supply and other issues, the sales growth rate has a significant decline Small molecule drugs such as lenalidomide and alisartanide differ in this point. The decline in sales growth may be mainly due to the increase in the base.
In addition, due to the decline in the price of some drugs, the change in sales is generally smaller than the change in sales. However, as the relevant preferential policies are further implemented, the positive factors of sales growth are greater than the adverse effects of price decline, and will eventually be realized. The increase in sales.