On March 29, the general office of the State Council issued the “14th five year plan” for the development of traditional Chinese medicine, which proposed to improve the price of traditional Chinese medicine and medical insurance policies. In the dynamic adjustment of medical service price, we should focus on the medical service items of traditional Chinese medicine. The prepared pieces and preparations of traditional Chinese medicine processed and used by medical institutions shall be subject to independent pricing, and those that meet the conditions shall be included in the payment scope of basic medical insurance according to procedures. Improve the market competition environment and guide the formation of a quality-oriented market price mechanism for Chinese herbal pieces. The qualified medical service items of traditional Chinese medicine and traditional Chinese medicine will be included in the payment scope of basic medical insurance according to procedures.
With the introduction of a large number of supporting policies, innovative traditional Chinese medicine will usher in an outbreak in 2021. In 2021, 12 new traditional Chinese medicine drugs were approved, more than the total of the past four years. Not only is the classification of traditional Chinese medicine registration simplified and innovative traditional Chinese medicine listed separately at the application end, but also traditional Chinese medicine has obvious advantages and moderate price reduction in the medical insurance negotiation at the payment end. Companies with the layout of innovative traditional Chinese medicine will stand out.
According to the theme database of financial Associated Press, among the relevant listed companies:
The Guizhou Sanli Pharmaceutical Co.Ltd(603439) product line mainly focuses on Pediatrics, respiratory system, cardio cerebral vascular diseases, Gastroenterology and other fields. The core products are throat spray (child type, adult type) and strong Tianma Eucommia capsule.
Tasly Pharmaceutical Group Co.Ltd(600535) focuses on cardio cerebrovascular, digestion and metabolism, anti-tumor and other fields, and has completed the construction of a large biomedical industry pattern with the coordinated development of modern traditional Chinese medicine, biological medicine and chemical medicine.