Industry comments
On March 14, the National Health Commission issued the notice on Several Opinions on Further Strengthening the internal audit of the health industry. Internal audit mainly includes budget implementation, special funds, medical charges, price management of medical equipment, drugs and sanitary materials, effectively standardize the medical and health industry, and assist the state in reducing fees and quality management of the medical and health industry. This opinion focuses on the marginalized status, inadequate supervision, unreasonable staffing and other issues, and puts forward more detailed and specific requirements for the internal audit of the health industry.
In March 14th, the State Administration of drug administration released the key points of the technical review of New Coronavirus antigen detection reagent (Trial). It required the comparison between the antigen detection reagent and nucleic acid reagents. It was suggested that the positive samples of the contrast reagent (nucleic acid test reagent) should be tested in 200 cases, and the negative samples were not less than 300 cases, and the standards for examination and approval were stipulated. The implementation of the policy of promoting the approval and listing of covid-19 virus antigen detection reagent personal self-test products will ensure its rapid approval under supervision.
On March 15, Shandong Medical Insurance Bureau issued the notice on the special centralized procurement of covid-19 virus antigen detection reagent of Lujin alliance in 2022. On the evening of March 16, Shandong public resources trading center announced the successful results of the special centralized procurement of covid-19 virus antigen detection reagent of Lujin alliance. A total of 11 covid-19 virus antigen detection reagent manufacturers applied for participation this time, and 5 enterprises were selected, with the lowest price of 7.9 yuan / person. According to the price limit of 30 yuan / copy of antigen detection reagent of Guangdong Drug Trading Center in 2021, the average decline of this centralized purchase is 74.7%.
On March 15, the National Health Commission, the Ministry of finance, the Ministry of human resources and social security, the national medical insurance administration, the National Bureau of traditional Chinese medicine and the National Bureau for disease control issued the guiding opinions on promoting the high-quality development of family doctor signing services. The opinions pointed out that from 2022, the signing coverage rate of the whole population and key groups will be 1-3 percentage points every year, and by 2035, the signing service coverage rate will reach more than 75%, and the signing coverage rate of key groups will exceed 85%, Basically achieve full family coverage.
In March 16th, the national health and Health Commission and the State Administration of traditional Chinese medicine organized experts to amend the New Coronavirus pneumonia diagnosis and treatment plan (revised version 8) and form the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The new diagnosis and treatment plan is formed on the basis of carefully studying the transmission characteristics and case characteristics of variant strains such as delta and Omicron and in-depth analysis of relevant research results. It aims to guide the medical treatment of covid-19 pneumonia and effectively improve the standardized and homogeneous diagnosis and treatment level. The key revision contents include: optimizing case discovery and reporting procedures, implementing classified admission of cases, further standardizing antiviral treatment, revising and improving the content of traditional Chinese medicine treatment, adjusting the release of isolation management, discharge standards, release of isolation management, precautions after discharge, etc.
Investment advice
It is suggested to pay attention to medical informatization, medical services, covid-19 antigen detection, covid-19 epidemic and other related fields.
Risk tips
The risk of expanding the scope of centralized procurement, the risk of price reduction exceeding expectations, the risk of product supply falling short of expectations after winning the bid, the risk of epidemic uncertainty, and other policy and market risks.
