The field of traditional Chinese medicine may usher in major development opportunities under a series of intensive policies.
On December 30, the website of the State Administration of traditional Chinese Medicine published the guiding opinions of the state medical security administration and the State Administration of traditional Chinese medicine on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine (hereinafter referred to as the opinions), so as to further support the innovation of traditional Chinese medicine industry.
The largest centralized purchase in the field of Chinese patent medicine also took place at sunset on 27, involving 19 provinces. The results of the “announcement on centralized procurement of inter provincial alliance of Chinese patent medicine” showed that 111 Chinese patent medicine products were selected, and the average price of the proposed winning products decreased by 42.27% and the maximum price decreased by 82.63%; At the same time, the centralized procurement of Chinese patent medicine alliance in 6 provinces led by Guangdong has been started.
The reform in the field of traditional Chinese medicine is imminent. What impact will the relevant top-level policies continue to bring to the traditional Chinese medicine industry?
traditional Chinese medicine formula granules first
The above opinions proposed that the qualified prepared pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions should be included in the catalogue of Medicare drugs. The allocation and use of Chinese patent medicines included in the medical insurance catalogue through national negotiation shall be included in the monitoring and evaluation.
So, what is the difference between Chinese patent medicine and chemical medicine, biological medicine and high-value medical consumables?
“From the perspective of centralized purchase, the difference between traditional Chinese patent medicine and the centralized purchase of drugs and high-value medical consumables in the past is that traditional Chinese patent medicine has several prominent characteristics.” Liang Jialin, Secretary General of the value medical advisory expert committee, said in an interview with China first finance that, for example, in addition to high R & D investment, the production cost of drugs and high-value medical consumables collected in the past will not be too high unless some rare raw materials and spare parts are used, and the final cost will not be too high. However, for Chinese patent medicines, because their upstream is Chinese herbal medicines, and some are precious Chinese herbal medicines, there are high requirements for the source and origin. Therefore, special attention should be paid to avoid the poor quality of Chinese herbal medicines due to the virtual low price in the process of centralized purchase of Chinese patent medicines.
Therefore, it is very important to “bring the preparation and use of Chinese patent medicines into the monitoring and evaluation” mentioned in the opinions.
Liang Jialin said that at present, the consistency evaluation of quality and efficacy has not been specially promoted in the field of Chinese patent medicine, but some large Chinese patent medicine enterprises have built their own Chinese herbal medicine planting bases and have obtained gap (good agricultural practice) certification.
“The state has previously proposed to conduct evidence-based medicine evaluation after the listing of Chinese patent medicine, that is, to evaluate its clinical efficacy. This evaluation is similar to the concept of drug consistency evaluation, that is, to continuously track and monitor the quality of the winning Chinese patent medicine products. The clinical efficacy of Chinese patent medicine will also be linked to its subsequent online qualification and bidding pricing rules.” Liang Jialin said.
In fact, the subdivided field of “traditional Chinese medicine formula granules” has taken the lead in implementing the evaluation. On November 1, the first batch of national standards for traditional Chinese medicine formula granules (160) have been officially implemented, which provides guarantee for the standardized process production, quality and safety of traditional Chinese medicine formula granules.
“This shows that the product quality of traditional Chinese medicine formula granules has a unified standard and threshold.” Liang Jialin said that in the next stage, it is expected that traditional Chinese medicine formula particles will give priority to the centralized collection of traditional Chinese medicine at the national level, followed by slightly lower standardized traditional Chinese medicine, and finally traditional Chinese medicine decoction pieces.
the capital market reacted strongly
Xinhua News Agency announced on the 31st that “seven provinces including Shanghai, Zhejiang, Jiangxi, Shandong, Hunan, Guangdong and Sichuan have been approved to build the first national demonstration zone for comprehensive reform of traditional Chinese medicine”.
Affected by a series of traditional Chinese medicine policies, as of the close of the 31st, the average increase of the traditional Chinese medicine industry was 22.4%; The concept of traditional Chinese medicine (bk0615) has increased by more than 22.4% since September.
Among them, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) (300181. SZ) rose by nearly 20%, and the company is mainly engaged in the development of traditional Chinese medicine products downstream of wulingshen; Other Chinese patent medicine enterprises with an increase of more than 10%, including Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) (300026. SZ), Essence Information Technology Co.Ltd(688555) (688555. SH), Shanghai Kaikai Industry Company Limited(600272) (600272. SH), Jinghua Pharmaceutical Group Co.Ltd(002349) (002349. SZ), etc.
Sinolink Securities Co.Ltd(600109) according to the analysis, the opinions included some pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions into the medical insurance catalogue, clarified the pricing mechanism and further defined the fixed-point scope of medical insurance for traditional Chinese medicine, which “is expected to increase the dosage of traditional Chinese medicine in the hospital”; The opinions include the prepared pieces of traditional Chinese Medicine issued in accordance with the prescription management measures and the management specifications of hospital prepared pieces of traditional Chinese medicine but beyond the common dose specified in the Pharmacopoeia of the people’s Republic of China into the scope of medical insurance payment, which is “expected to significantly expand the dosage of traditional Chinese medicine from the clinical and demand side”.
Sinolink Securities Co.Ltd(600109) also said that the opinions showed the government’s attention to the traditional Chinese medicine industry and confidence in the future development of the industry. In the future, time-honored brands with strong brand strength and strong strength in scientific and technological innovation are expected to stand out.
The reporter also noted that the “opinions” will promote the reform of payment mode of traditional Chinese medicine medical insurance, “explore the implementation of payment by disease score of traditional Chinese medicine diseases, select traditional Chinese medicine diseases, reasonably determine the score, and implement dynamic adjustment. Give priority to bringing the advantageous diseases of traditional Chinese Medicine released by the state into the scope of payment by disease”.
Some medical insurance experts believe that in view of the imminent reform of medical insurance payment, under the emergency plan, traditional Chinese medicine characteristic projects can continue to be paid in groups according to DRG, and those that are not read will be paid separately; In the short term, Part 3 “treatment” in the terms of clinical diagnosis and treatment of traditional Chinese medicine can be included in the DRG group; In the long run, the first part of “disease” and the second part of “syndrome” in the terms of clinical diagnosis and treatment of traditional Chinese medicine can be included in the DRG grouping and grouped with the system of traditional Chinese medicine.
(First Finance)
