Medical network - March 16 Wang Hesheng, director of the reform of the state council office, said at the press conference 2017 will comprehensively push the comprehensive reform of public hospitals, cancel all drug addition, will save the drug cost 60 billion yuan to 70 billion yuan. This means that the public medical institutions in China will completely farewell "taking medicine cure" era.
The personage inside course of study, although difficult bonus to abolish all drugs, but at the end of last year the national improves the medical service cost, this year will go a step further, therefore more bullish on medical services. "As long as can make reasonable compensation scheme and the compensation mechanism, to the whole industry would be a good thing." He said, only in the backdrop of the health control fee, the pharmaceutical industry gross margin level will be reduced, the overall income growth will fall to 10%, high growth is unlikely before 2015.
Intensive released drug policy
"This is the most difficult to chew a piece of 'crack'." Wang Hesheng described all cancelled "taking medicine cure"'s position in the big map of health reform. This, he said, involved in medical treatment, health care, medical reform of "3 d linkage", is the key of the deepening health reform.
In fact, in 2016, 2017, is the pharmaceutical industry policy, policy intensive release. Released in February 23, the new medical insurance directory, on March 6, fujian local health care payment standard, national version of health care payment standard draws near. Zhao Bing said, at present China's health care reform focuses on the structural adjustment, on demand is concentrated in the health care and pricing, etc.
Continue with the company recently disclosed the company's products to enter the new medical insurance directory. 13 at noon, dichroa pharmaceutical announcement, the company core products, heparin injection and low molecular heparin injection of heparin sodium injection, the flexor heparin calcium (nadroparin calcium) injection and so on have been included in "medical insurance directory 2017", which is beneficial to the company product market development and expansion of the market share of the layout on the company's long-term development has a positive effect, but in the short term will not have a significant impact on company performance.
Medical insurance directory adjustment this year, despite the expansion and varieties, and increased the negotiations directory, namely, some major workplace diseases, expensive, medicine curative effect good innovation, will enter the directory through negotiation, but medicine stock performance is more of a structural opportunities. For health-care reform is in charged fees under the major premise, the pharmaceutical industry from quantitative growth is the main driving force to the latter growth, ubs bullish on the big new health care products company, the innovation medicine is expected to be in talks directory of companies and medical services.
Prices in long-term decline
At present our country medical insurance has covered the vast majority of the population, the demand for medical release case, increasingly diversified medical demand and the contradiction between medical resources supply imbalance becomes the new focus. And decline in GDP growth in the pharmaceutical industry continues to put under a lot of pressure at a high speed.
Zhao Bing think, 2015 was a watershed in the pharmaceutical industry development in our country, the whole pharmaceutical industry revenues by 2015 profit growth is over 20%, but 2015 revenue profit growth has fallen to around 10%. The whole pharmaceutical industry growth in 2016 is good, income is 2.8 trillion yuan, up 9.7%; Profit is 300.2 billion yuan, up 13.9% from a year earlier, better than income growth levels, shows that industry or a certain efficiency growth. But due to the drug price system is in a state continues to decline, affect the whole industry gross margin level.
From the drug prices used to be the bidding price decision, but there is a new force to be reckoned with in the medicare payment reform, medicare payments start has great influence on the price, that is to say, the price of drugs is increasingly a dual pricing system, decided jointly by bidding and payment. "Into the medicine directory of drugs, health care is not paid, encourage hospital with quality and cheap products." The personage inside course of study says, the current medicine stock valuations are still not fully reflect the whole prices downward trend for a long time, the whole plate and dilemma. |
