Drug "price limit" fear of becoming a knife

"To really let the people ease the pressure of 'seeing a doctor and expensive doctor', only work hard on the system."

According to the National Development and Reform Commission, starting from September 1, the maximum retail prices of some hormones, endocrine and nervous system drugs will be reduced. In view of the range and magnitude of price reduction, a total of 82 varieties and 400 dosage forms are involved. The average decline is 14%. This is the second time in the year following the price adjustment of 162 drug varieties in March this year. A number of industry insiders pointed out to the “International Financial News” reporter that the actual effect of frequent price cuts in recent years was not obvious, and some drugs even sold more expensively than before.

Limited impact on pharmaceutical companies

According to preliminary statistics from relevant agencies, since the implementation of the essential drug system in August last year, the price of essential drugs has dropped by about 30%.

Whether this has caused the impact of drug business receipts has also become a common concern in the industry. In this regard, market analysts believe that the overall price reduction is actually less than the industry's expectations, and the influence of generic drugs and original research drugs on domestic pharmaceutical companies or foreign companies and joint ventures is different, but the general impact is limited.

It is worth mentioning that the proportion of foreign drugs with limited price reached 80%. “Foreign-funded drugs are often overpriced.” Some industry insiders pointed out that the price limit may lead to lower profits of foreign-funded pharmaceutical companies, narrowing the spread between domestic pharmaceutical companies and foreign-funded drugs, and then promoting healthy development through healthy competition.

It is understood that Huachuang Securities has combed 20 varieties of listed companies in this price reduction list: 9 kinds of price difference between the past price of the pharmaceutical factory and the adjusted maximum retail price are greater than 15%, and there is no high bid price. Variety at the highest retail price. This also means that the retail price of the hospital or pharmacy is increased by 15 percentage points on the basis of the bid price, so it is not difficult to see that the impact of the price cut on the company is indeed limited.

Into the "limit" cycle

"International Finance" reporter conducted a comparative survey on the current price of the September limit price list and the market, and found that the price after the limit price actually exceeded the current retail price. Shenzhen Baoan An Pharmacy Ms. Hu told reporters that its pharmacy Bayer Pharmaceuticals produced Acarbose 50mg×30 loaded at 60.5 yuan, while the National Development and Reform Commission's price list indicated that the ceiling price was 74.2 yuan. The price contrast of nearly 23% also made the above-mentioned Huimin work of the National Development and Reform Commission useless.

In March this year, the National Development and Reform Commission also issued a notice to reduce the maximum retail prices of some antibiotics and circulatory system drugs that are mainly used for the treatment of infections and cardiovascular diseases. The adjusted price was reduced by an average of 21% from the current price. According to official estimates, the reduction of antibiotics and circulatory system drugs used to treat infections and cardiovascular diseases in March this year will reduce the drug burden on the people by nearly 10 billion yuan each year.

However, the reporter found that the "over-limit price" phenomenon also appeared in the "limit order" in March. For example, Zhuhai Federal Pharmaceutical's amoxicillin granules 125mg x 24 installed, before the limit price in March pharmacies generally sell for 14 or 15 yuan, while the NDRC's ceiling price is 16.4 yuan.

At the same time, many products have still not adjusted their prices since the implementation of the March limit order, and many price-cutting drugs are "seeing death." Yesterday, reporters found that, for example, 0.15g×10 pieces of roxithromycin dispersible tablets are currently priced at 10.5 yuan, while the maximum price in March is 7.5 yuan.

System work

Since 1998, this is the 28th time that the National Development and Reform Commission has used administrative measures to reduce the price of some medicines. However, from the actual effect, supervision has failed to stop the “death of price cuts” and “over-limit prices”.

In response, an original responsible person of the Shanghai Price Bureau, who asked not to be named, told the "International Finance News" reporter yesterday that on the one hand, the price limit was not enough, almost every adjustment was an itching; secondly, each time For the adjustment of drug prices, there are always ways for businesses to evade, and some sell new drugs by changing packaging, producing names, and instructions. Take roxithromycin as an example, there are 3 yuan, 39 yuan of Shijiazhuang Pharmaceutical production, the ingredients are almost the same, the price is very different. In addition, for price-reduction drugs, hospitals and pharmacies will choose similar and more expensive drugs to replace, so that some good drugs disappear because of "medicine sales and distorted interest chain."

Guo Fanli, a research fellow in the pharmaceutical industry at China Investment Advisors, pointed out that simply lowering the price of drugs is superficial and has not touched the stubbornly high price of drugs. To really relieve the pressure on the people to “difficult and expensive,” only from the The system has worked hard, but today the system of "taking medicine to support medicine" has been implemented for several decades and there is still a long way to go to see the effect.

For all kinds of queries, Cao Changqing, Director of the Price Division of the National Development and Reform Commission, emphasized that in response to the government's policy of reducing drug prices, some companies no longer produce price-reducing drugs, or the same drugs have changed their face. Now the relevant departments have passed strict new drug approvals and price conversion formulas to ensure that this problem is effectively solved.

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