Domestic generic innovative drugs compete for market smuggled drugs again difficult to survive


Release time:

2018-07-06

Recently, the domestic movie "I am not a drug god" burst into popularity overnight, but the plot it reflects is "no money to eat genuine? Try smuggling drugs!" Today, it seems a little "lag".

In fact, the tariff reduction of imported anti-cancer drugs and the national negotiation into medical insurance, domestic generic drugs and innovative drugs competing for listing, coupled with China is severely cracking down on overseas purchasing drugs, the above all determine that smuggled drugs can no longer survive!

Previously, the internationally recognized patented drug for the first-line treatment of chronic myeloid leukemia was priced at about 23000-25800 yuan per box in mainland China, while the group purchase price of Gleevec generic drugs produced in India was only 200 yuan per box. Some experts mentioned that the prices of imported patented drugs remain high, and the prices of some drugs at home and abroad are too different, which are constantly stinging the nerves of the public. But in fact, now that Gleevec has been covered by health insurance, patients can reimburse most of the drug costs.

Our country has gradually tasted the sweetness of "national negotiations. In 2016, the National Health and Family Planning Commission announced the results of the first batch of national drug price negotiations. Tenofovir dipivoxil for the treatment of chronic hepatitis B and icotinib and gefitinib for the treatment of non-small cell lung cancer were reduced by 67%, 54% and 55% respectively. The news caused great concern among doctors and patients, after many patients were forced to give up treatment because of high drug prices.

"Since May this year, imported anti-cancer drugs have officially ushered in a good day of zero tariff in China, but the market terminal feeling is not obvious for the time being. At least we have to wait two or three months to see the effect." An industry observer told reporters that it is estimated that the decline of some drugs can reach up to 20%, but it depends on the situation of each category and brand. "The degree is still limited, and the focus is on the outcome of the next negotiations." It said that from the previous successful experience, the price of some anticancer drugs can be "halved" after negotiation ".

 Price reduction "combination fist" reflects

Time to wait on patient bill

Not long ago, the Health and Health Commission said that in the future, three measures will be taken to reduce the price of anti-cancer drugs-zero tariffs on imported anti-cancer drugs, the implementation of government centralized price negotiations and procurement of anti-cancer drugs that have been included in health insurance, and the implementation of health insurance access negotiations for anti-cancer drugs that have not been included in health insurance.

In the view of the industry, it will take some time for the price reduction effect brought about by the above "combined boxing" to be reflected in the patient's bill, including a certain period of negotiation and some days for the follow-up docking of medical insurance implementation.

The industry believes that due to the different conditions of various diseases, it is currently difficult to calculate a detailed account. "In general, the coverage of the disease will be wider and the price reduction will be larger, because it is a negotiation with the nature of 'price-for-quantity. 'Many foreign pharmaceutical companies are still counting on this deal to keep their performance in China intact, after all, the profit margins have been compressed but still not small." It believes that, especially for the original research drugs whose patents are about to expire, in the face of China's gearing-up generic drugs, it is the most important thing to find ways to keep the market share. At this time, there will be a direct driving force to exchange prices for the market, while hospital procurement and inclusion of medical insurance are favorable policies that pharmaceutical companies attach great importance.

 Domestic generic innovative drugs compete for listing

Why are anti-cancer drugs "sky-high" before? Or because of holding intellectual property rights. A new drug on the market, research and development enterprises often spend more than 10 years, consume billions of funds. The initial investment is huge and the later stage has to go through three clinical and other layers of "breakthrough". The patent protection period of new drugs is not very long after they are put on the market, so R & D enterprises will make full efforts to earn back their capital and make more profits.

"In fact, China's generic and innovative drugs are ushering in the spring." An industry source told reporters that as a big country of generic drugs, generic drugs are blooming everywhere in China. Although they meet the clinical needs, the defects are also obvious. First, the drug effect is insufficient, and some enterprises make shoddy products; second, repeated production leads to waste of resources. "Therefore, our country is pushing forward the consistency evaluation of generic drugs. Only generic drugs that can stand the test can gain a firm foothold and truly participate in market competition." Its think.

On the other hand, it is necessary to independently develop innovative drugs that are truly suitable for the Chinese market, and fundamentally solve the problem that patients can afford good drugs. Last month, China issued the "Notice on Organizing and Implementing the Construction of Biomedical Contract Research and Development and Production Service Platform", proposing to effectively support the research and development and industrialization of local innovative drugs, and strive to achieve the ability to provide services for the development of more than 100 new drugs per year. "Although there is policy support, local pharmaceutical companies still have arduous tasks in the research and development of innovative drugs. Enterprises have to overcome the problems of high research and development costs and time costs, and they have to face difficulties and even failures in the'breakthrough of the gate'; investors must be wary of' fake new drug concept', and it is not ruled out that individual pharmaceutical companies have released news from time to time that they are doing a certain cutting-edge research and development, but just for a wave of stock prices." its representation.