The pharmaceutical industry has gone through the year of “coexistence with covid-19 epidemic” in 2021.
In this year, the policy side strongly supported the pharmaceutical industry, especially the Hengqin Guangdong Macao Cooperation issued a document to support the traditional Chinese medicine industry, which raised the development of traditional Chinese medicine in Dawan district to the national strategic level; The health care negotiation further incorporated the normalization of new drugs and intensive purchase with volume, and began to face biological agents and Chinese patent medicines, which not only enabled Lbx Pharmacy Chain Joint Stock Company(603883) to enjoy the benefits of medication, but also promoted the upgrading and transformation of the pharmaceutical industry; In the fight against the epidemic and vaccination, Guangdong has injected more than 230 million doses of covid-19 vaccine in one year
Of course, in this year, there were also some “discordant voices” in the industry, including those who rubbed the heat of covid-19, those who hyped drugs as financial products, and those who violated their commitments and abandoned the bid after winning the bid for centralized purchase with quantity
For the events in the pharmaceutical industry in 2021, Nandu Health Alliance conducted a series of sorting in the form of red and black list.
red list
In September this year, the CPC Central Committee and the State Council issued the overall construction plan of Hengqin Guangdong Macao deep cooperation zone (hereinafter referred to as the overall plan), which involves the development of traditional Chinese medicine. The overall plan mentioned the development of Macao brand industries such as traditional Chinese medicine. Focus on building a world-class TCM production base and innovation highland, optimize the development path of Guangdong Macao cooperative TCM science and Technology Industrial Park, develop TCM service trade with the national TCM service export base as the carrier, and establish a pharmaceutical innovation R & D and transformation platform with independent intellectual property rights and Chinese characteristics.
The overall plan is not only to provide reform and promotion measures for Macao’s traditional Chinese medicine industry, but also to further consolidate the core position of Lingnan traditional Chinese medicine through the joint development of traditional Chinese medicine industry with Macao. At present, Guangdong’s medical and industrial circles have made layout in Hengqin, including the newly established “Guangdong Hong Kong Macao traditional Chinese medicine alliance” in Hengqin, It is committed to promoting the construction of standard mutual recognition and product exchange system of traditional Chinese medicine, Chinese patent medicine and natural medicine in Guangdong, Hong Kong and Macao, promoting the manufacturing of traditional Chinese patent medicine and natural medicine in Dawan district to enter the mainland market, and promoting the entry of traditional Chinese medicine and Chinese patent medicine in Dawan District into the international market.
a new round of medical insurance negotiations: new drugs will be included in medical insurance at a reduced price as soon as they are listed, and several sky high priced drugs have been included in
74 new drugs were added to the medical insurance, of which 67 drugs were transferred to the medical insurance with an average price reduction of 61.71%, and several “sky high price drugs” for rare diseases encountered “soul bargaining”, which is the basic situation of a new round of medical insurance negotiations in early December this year.
In addition to ongoing negotiations on drugs for major diseases, including tumors, the balance of health care negotiations is gradually leaning towards new drugs. Statistics show that 96.8% of the western drugs newly included in the medical insurance this year are drugs approved for listing in China after 2018, of which 16 drugs were approved in 2020 and 30 drugs were approved for listing only in the first half of this year.
In addition to the inclusion of new drugs in medical insurance as soon as they are listed, the “sky high price drugs” for various rare diseases are taken as the negotiation goal in the medical insurance negotiation this year. For example, after the current round of medical insurance negotiations, the price of the first 700000 yuan injection of nosinasheng sodium injection decreased to less than 33000 yuan; At the same time, Takeda pharmaceutical treats agatase in Fabry’s disease α The annual cost of concentrated solution for injection is also at the level of one million yuan, and the price is also reduced through medical insurance negotiation. Overall, nine rare disease drugs have been included in medical insurance this year.
normalization of centralized purchase with quantity: floor price of equipment consumables, target of biological agents, Chinese patent medicine or follow-up next year
In the country, the centralized purchase of drugs with volume has become normal. In 2021, the country has carried out four centralized purchase of drugs and medical devices with volume.
Among them, the centralized purchase of drugs has been successfully carried out to the sixth round this year. The average price of drugs decreased by 52% and 56% respectively in the fourth round of belt quantity centralized purchase opened in February and the fifth round of belt quantity centralized purchase opened in June. The scale of drug market involved in centralized purchase is becoming larger and larger, and the proportion of injection with “large market scale” in centralized purchase is also gradually increasing.
Under the condition that the system of generic drug centralized purchase has become more and more mature, the national centralized purchase began to target biological agents and Chinese patent medicines. Among them, the sixth round of intensive belt collection at the end of November focused on insulin, and successfully cut the average price of major insulin products on the market by about 50%. In addition, although Chinese patent medicine has not yet entered the level of national centralized procurement, from the perspective of the pilot of provincial alliance, the drug price of 19 provincial alliance centralized procurement led by Hubei has decreased by 42.27% on average and 82.63% on the largest; The alliance centralized procurement led by Guangdong Province has not yet started.
In terms of medical devices, following the first bargain of tens of thousands of yuan for a heart stent of less than 1000 yuan last year, in the centralized collection of artificial joints this year, the selected products are reduced from an average of 30000 yuan to less than 10000 pieces, a decrease of more than 80%. The selected artificial joint products are expected to be implemented from left to right in March next year.
the pilot of “Hong Kong Macao drug and machinery communication” has been continuously promoted, and 9 new drugs and 2 medical devices have been approved
Relying on the policy of “Hong Kong and Macao medical equipment communication” implemented in Guangdong, Hong Kong and Macao Dawan District, residents can achieve global drug synchronization through this policy.
According to the introduction of Guangdong Provincial Food and Drug Administration in August this year, since the pilot of “Hong Kong Macao drug and equipment communication” policy was started in January this year, 9 imported drugs and 2 medical devices in urgent need of clinical use have been approved, benefiting a total of 150 patients.
Among them, it includes the relatively new anti-cancer drugs in the world, such as enrotinib and laratinib, which have been introduced into the Shenzhen Hospital of the University of Hong Kong for clinical use through the policy of “Hong Kong Macao drug and equipment communication”, providing alternative treatment for patients with refractory and specific gene mutant cancer types, and bringing new treatment hope for some patients who could not obtain further treatment in the past.
Guangdong Provincial Food and Drug Administration said that after the early pilot, the drugs and equipment imported through “Hong Kong Macao drug and equipment link” can be used in five designated medical institutions in the mainland. The first batch of designated medical institutions in the mainland involved two in Guangzhou and one in Shenzhen, Zhuhai and Zhongshan.
online prescription drugs: the detailed rules are still being studied and formulated, and the authenticity of prescriptions is the core
Online prescription drugs hovering on the edge of “liberalization” continue to wait for further liberalization in 2021.
In April this year, the general office of the State Council recently released the opinions on further improving the work related to the reform of “release, management and service” in the service of “six stabilities” and “six guarantees”, which proposed to allow online sales of prescription drugs other than those under special management by the state on the premise of ensuring the authenticity and reliability of the source of electronic prescriptions. This news attracted the attention of all parties in the industry.
However, with regard to the authenticity of prescriptions and other issues, relevant departments are still formulating detailed rules. On October 26, the medical administration and medical administration of the National Health Commission issued the detailed rules for the supervision of Internet diagnosis and treatment (Draft for comments), requiring Internet medicine to prohibit “prescribing drugs first and then filling prescriptions”.
It can be seen that the authenticity of prescriptions is still the most important part of regulators.
“the strictest medical and aesthetic supervision in history” is coming: it is forbidden to create “appearance anxiety”
On August 27 this year, the website of the State Administration of Market Supervision issued an announcement on Soliciting Opinions on the law enforcement guide for medical beauty advertising (Exposure Draft). The draft mentioned that it would be a key regulatory part to create “appearance anxiety” in violation of good social trends, improperly associate poor appearance with negative evaluation factors such as “low energy”, “laziness” and “poverty”, or improperly associate outstanding appearance with positive evaluation factors such as “high quality”, “diligence” and “success”.
Guangdong gives 230 million doses of covid-19 virus vaccine
In response to public health emergencies, vigorously promoting vaccination is the most economical and effective prevention and control measure. This is especially true in response to covid-19 virus pneumonia.
On November 25, at the covid-19 virus vaccination expert symposium organized by Guangdong Provincial Health Commission, experts said that as of 24:00 on November 24, 2021, the province had completed 230 million doses of vaccination, more than 100 million people had completed the whole process of vaccination, and the vaccine coverage rate exceeded 83%.
Sun Limei, director of the Institute of immunization of Guangdong Center for Disease Control and prevention, said that in the promotion of vaccination work, the vaccination work of one old (elderly group) and one young (children aged 3-11) in Guangdong Province and people suitable for booster vaccination still need to be promoted.
black list
Li Chuyuan, chairman of Guangzhou Pharmaceutical Group, made a “bold statement”: you don’t need to wear a mask after drinking Banlangen
Li Chuyuan, chairman of Guangzhou Pharmaceutical Group, known for his “dare to speak”, once again made “bold words” this year.
At an event of Boao Forum on April 19, Li Chuyuan said: “in the fight against epidemic diseases, we all know that there are four mountains. There are Huoshen mountain and Leishen mountain in Wuhan, and two mountains in Guangzhou, Zhong Nanshan and Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) . So once Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) Banlangen drinks, I don’t need to wear a mask. Today I don’t wear a mask, and traditional Chinese medicine really plays a great role.” These remarks caused heated discussion on social media at that time, and were generally denounced, questioned and ridiculed by netizens.
In fact, last October, Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) Banlangen triggered a rush to buy Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) Banlangen because of the heat of “rubbing” Zhong Nanshan and covid-19. As a result, the share price of Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) even rose by the limit, and was finally warned by the regulatory authorities.
Interestingly, Li Chuyuan is not the first time to “surprise”. At the fortune international science and technology brainstorming conference in December 2017, he claimed that “according to the research results of the National 863 program, drinking Wang Laoji can prolong life by about 10%.”
the doctor exposed the “black curtain” of tumor treatment, and the relevant departments organized verification
“Over indication drugs for tumor treatment” will “detonate” public opinion in 2021.
On April 18, Zhang Yu, a doctor of the Third Hospital of Peking University, published a long article, questioning his peers’ over indication medication, recommending unnecessary gene sequencing and non-conforming cellular immunotherapy in the treatment process. He criticized his peers’ inducing patients to use NK (natural killer cell) cellular immunotherapy at their own expense, which has not been approved for clinical application.
Zhang Yu’s long article attracted the attention of relevant departments. On April 27, Jiao Yahui, director of the medical administration and hospital administration of the National Health Commission, said in response to the event at the press conference that after the comments of experts and peers, he believed that the principle of treatment was basically in line with the norms. The Shanghai Municipal Health Commission has been asked to investigate whether there is an improper exchange of interests in gene testing and NK cell immunotherapy. Subsequently, the Shanghai Municipal Health Commission dealt with doctors who illegally used NK cell immunotherapy to stop practicing for half a year.
In October this year, the family members of the patients concerned refused to accept the handling of the Shanghai Municipal Health Commission and submitted an application for administrative reconsideration to the National Health Commission.
ibuprofen centralized procurement abandoned the bid, North China Pharmaceutical Company.Ltd(600812) was “criticized” by the joint procurement
On August 11, the third batch of selected enterprises North China Pharmaceutical Company.Ltd(600812) organized by the state to centrally purchase the drug variety “Ibuprofen Sustained Release Capsule” gave up the qualification of winning the selection, failed to supply the agreed purchase quantity in Shandong Province, and was listed as the “list of violations”. According to the punishment, North China Pharmaceutical Company.Ltd(600812) will be disqualified from national centralized purchase declaration in the next nine months. In view of the reasons for the interruption of product supply, North China Pharmaceutical Company.Ltd(600812) claimed that the existing production capacity was insufficient, the responsible unit did not pay enough attention, and the relevant registration and change policies were adjusted, “coupled with the impact of the epidemic, the company was unable to ensure the normal supply”.
In response to the abandonment of North China Pharmaceutical Company.Ltd(600812) ibuprofen’s bid for centralized purchase, the national organization drug joint procurement office (joint procurement) said that among the four successful enterprises, North China Pharmaceutical Company.Ltd(600812) had the highest winning price. Before centralized purchase, the sales price of North China Pharmaceutical Company.Ltd(600812) ibuprofen in some provinces and cities was close to the winning price. Because there was no centralized purchase, the sales volume was only more than 500000 yuan. “We also note that North China Pharmaceutical Company.Ltd(600812) acknowledges that the shortage of supply is mainly caused by the company’s insufficient production capacity and inadequate internal management.”.
Joint procurement said that the relevant departments carried out credit rating on the fact of default of North China Pharmaceutical Company.Ltd(600812) according to the pharmaceutical price and bidding and procurement credit evaluation system. Joint procurement also believes that winning the bid must perform the contract, and breach of contract must be punished.
Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) “one medicine is hard to find”: the price was quickly fried up and quickly fell back
In June this year, due to the tight supply, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) was “hard to find one drug” and “the price was fried”, and the original price of 590 yuan / pill was fried to more than 1000 yuan / pill, which aroused social concern. In view of the speculation of drugs, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) company said that it would increase the supply of self operated channels and mainstream chain drugstore channels, open online sales on relevant e-commerce platforms and “take a series of measures to maintain production and supply”.
For Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) price speculation, the regulatory authorities have a voice. In July this year, Zhangzhou Market Supervision Bureau said that at present, the commercial Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) packaging is a prescription drug, with clear usage and dosage, use taboos and precautions. It can only be deployed, purchased and used with the prescription of a licensed doctor or a licensed assistant doctor. It is illegal for a unit or individual without a drug trading license to engage in drug trading, and legal measures will be taken.
By September, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) market supply was sufficient, and the price finally recovered to the original price.
publicized herbal tea anti covid-19 “yuekang No. 1”, and Xiangxue Pharmaceutical Co.Ltd(300147) was fined
Publicizing that drinking herbal tea can prevent covid-19, Xiangxue Pharmaceutical Co.Ltd(300147) was also punished this year.
The official account of the administrative penalty issued by the Whampoa market supervision and Administration Bureau of Guangzhou City pointed out that from February 26, 2020 to February 28th, Xiang Xue Medicine published the “epidemic prevention at home” on the website and the WeChat public number ” Xiangxue Pharmaceutical Co.Ltd(300147) “, “Guangzhou Health Protection Committee recommended”, “Guangzhou epidemic prevention and control expert group of Chinese medicine prevention and control expert” and so on, and carried out propaganda on “Guangdong Kang 1” bottled herbal tea beverage. From February to March this year, Xiangxue pharmaceutical produced 1883 cases of “yuekang No. 1” bottled herbal tea drinks, with the above contents marked on the bottle label and carton.
In view of relevant violations, Guangzhou Huangpu District market supervision and Administration ordered Xiangxue pharmaceutical to stop advertising and fined 300000 yuan.
(Southern Metropolis Daily)
