The purchase of quantity has entered the implementation stage immediately. Many people think that the impact on the industry has gradually been eliminated. In fact, the giant earthquake has just begun, and the subsequent evolutionary ecology may surprise all medical practitioners.

From a macro perspective, the reason why only 30 varieties have promoted the country's procurement, only because a large number of varieties have not passed the consistency evaluation, and with the consistency evaluation gradually, the heavy and large varieties will enter quickly. For example, metformin, various insulins, and a group of high blood pressure, high blood fat and oncology drugs, involving the market capacity of hundreds of billions of billions of dollars, it is estimated that the new phase of national procurement is already on the line.

After four or five months, after the window period of the two national conferences, the state may organize again. Basically, the national bureau set the tone twice, and the entire pharmaceutical industry will be completely reconstructed. The super-national treatment of high-priced original research drugs will end. The expensive generic drugs will be sold by rebate marketing. The more expensive the sales, the more time will be passed. However, there will be several derivative earthquakes specific to the implementation.

After the purchase of quantity, the price system will be linked

Will the provinces and cities follow up with the purchase? This is obvious. Because of the price system of the national procurement, in fact, many provinces and cities will inevitably carry out linkages. Even if the Shanghai Bureau explains that you have no advance payment and no guarantee of sales, you cannot use this price. However, in reality, medical insurance in various provinces and cities do not want to pay more.

And if the price is not linked, what will happen? The provinces and cities in the same medicine are cheaper than us. There will be a group of people who use medicine cards to prescribe medicines, and even buy medicines at their own expense and then mail order, forming an inexplicable underground industry chain.

In fact, in order to save money for patient treatment, the gray and extremely high-cost behavior of overseas medical treatment mail order or even India purchasing medicines will be huge, because this is the patient's needs. What's more, we are some cities in China, so there will inevitably be underground goods, and even many wholesaler agents will be large-scale goods. There is a characteristic of the development of the market economy: Where there is a seam, someone will drill a hole for you.

Therefore, in the long run, there is no linkage, no choice, and the same goods can not sell two prices. This is a very obvious thing.

However, manufacturers also have concerns. If there is no cost space after the linkage, those drugs that have the cost space can use the money to drive out the good money, and press the rebate to oppress my sales. My breed will die, so this time. The Medical Insurance Bureau is likely to adopt some transitional methods with Chinese characteristics.

First of all, the local medical insurance bureaus will promote the hospitals to choose the varieties to be purchased, and the prices of the drugs will be really reduced; then, there will be a price difference between the lowest bid price and the purchase price of the original localities, in the temporary measures. In order to ensure the sales of the winning varieties and promote the procurement of medical institutions, it is likely that the medical insurance bureau will transfer this part of the benefits to the hospital, that is, the price of hospital procurement is cheap, the medical insurance is still settled at the previous price, and the difference is controlled by the hospital. It can even become a doctor's compliance bonus or the income of the department, so that the enthusiasm of the drugs in the department and doctors can be raised spontaneously, and the transition of the purchased products can be effectively and effectively promoted, so as to avoid the actual situation that the product will die when the price is lowered.

Finally, if the price of quantity procurement is started in China next year, the medical insurance will also lower the price to the corresponding minimum payment price, but there must be some unique strategies during the temporary transition period.

In fact, the advantages of this method are very clear, because even if there is no procurement, the local medical insurance bureaus pay according to this price, so in essence, the medical insurance bureau did not spend more. Second, the medical insurance bureaus of various provinces and cities help your hospital to suppress the price of pharmaceutical products. Therefore, you must promise the company the sales volume when you implement this price, but you are afraid that the doctors in the hospital will be guilty of violating the yin, in order to kick back the drugs. Do not prescribe this medicine, so use the cost of the difference directly back to the hospital, and then the hospital to control the way, let the hospital to drive the doctor's behavior for management.

Therefore, this is a temporary transitional approach with Chinese characteristics, and it is likely to be achieved in this way, and this is a way of having a strong spirit of actual combat and political wisdom!

Focus on combating commercial bribery of medical devices and releasing dividends

After finishing the medicine, in fact, the commercial bribery in the most severely affected areas is actually in the equipment, especially the high-value consumables. This part is also the focus of the medical insurance bureau. I don’t want to think about it, I will not let it go.

Of course, there are some practical problems now. First of all, the instruments are too non-standard, and the specifications and models are particularly large. Second, there will be a gap between domestic and multinational companies in terms of technology and quality.

Therefore, it is possible to first select an ordinary, relatively large, highly standardized device, and then gradually import substitution, compressing the entire medical insurance costs. Moreover, it is estimated that the implementation of the two-vote system will be carried out after the implementation of the two-vote system. It is also possible that the two policies will be combined into a combination of punches. The core is to compress the gray profit of the omni-channel in the device and release the medical reform dividend.

The medical insurance bureau will take action on the loopholes in Chinese medicine injections and proprietary Chinese medicine rebates.

Regarding the overall situation of traditional Chinese medicine, in the short term, a large number of Chinese medicine companies will even benefit first, because those varieties that pass the consistency evaluation must have no clinical expenses, and it is impossible to give kickbacks, and they can’t afford them. There will never be a problem of consistency evaluation. In the process, doctors will have a certain amount of space to open Chinese medicine to collect rebates due to the decline of other medicines.

I recently read a lot of doctor's prescriptions, and after somehow prescribed a few drugs to the patient, I opened the transfer factor to open the thymopentin, Pidotimod, and the name, æ›° enhance immunity, and also open some proprietary Chinese medicines, even a child. A cold can also open up a bunch of proprietary Chinese medicines, and the amount is far greater than the cost of treatment drugs. Some people even open a variety regardless of the diseases of children, the elderly, and young people. The reason is obvious.

Do you think the medical insurance bureau will not block this loophole? This is also inevitable, because the medical insurance bureau is different from the so-called NDRC, or that the promotion of Chinese medicine development is not to promote the development of Chinese medicine with kickbacks. It is not to say that the sale of some safe and ineffective medicines to the sky is called promoting the development of Chinese medicine. It is necessary to pass a truly effective way, such as who really dares to do clinical, and dare to re-evaluate the injection of traditional Chinese medicine. I can really confirm that the prescription is effective. I estimate that many Chinese medicine companies in China do not dare to do clinical. If they dare to do it early, they will not wait until today.

The over-use of traditional Chinese medicines for traditional Chinese medicines may not be seen. After some transitional policies, Chinese medicine companies will not be allowed to make a fortune, and there will be more stringent policies. The drug list strictly limits the use of auxiliary drugs, and the core of auxiliary drugs is proprietary Chinese medicines, traditional Chinese medicine injections and some nutritional drugs.

Therefore, under the combined combination of the boxing, it is estimated that there is still one year left in the comfortable life of traditional Chinese medicine. It is estimated that it will start to tighten in the second half of next year, and even a cliff is entirely possible.

I guess: after the national-level procurement effect is reflected, each province and city may refer to this method to carry out the procurement of the region. Why? Because the disease spectrum of different provinces and cities is different, some cities have a large amount of this part, and some provinces and cities have a small amount. If the national procurement is used, it will not be balanced. Instead, the provinces and cities will change the price according to their own circumstances. , pattern shaping, then refer to the rules while performing standardization with the technology platform.

Therefore, the countries have implemented the quantity of procurement, the provinces and cities will not negotiate the price twice, but the national price, but the state has no way to include all the varieties, the provinces and cities can refer to the national approach to carry out their own procurement, really After the land has been blossomed, and a province and city are engaged in quantity procurement, other provinces and cities will follow up, forming a nationwide round of price surge.

The value of the entire pharmaceutical stocks, especially generics stocks, is forced to be fully revalued. Don't think that stocks are falling too much now, it is likely to be just the beginning, and some companies will fall more because of valuation system, profitability, market prospects, ceilings. It has changed completely.

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