唯有创新破万“卷”

Group 1 - The core change in the new drug procurement rules is the introduction of "anti-involution," which shifts the focus from merely the lowest price to a more balanced approach that requires the lowest bidders to justify their pricing and ensure it does not fall below cost [1] - The new rules aim to address the drawbacks of previous procurement practices that led to excessive price competition, which not only squeezed reasonable profit margins for companies but also raised quality concerns among the public [1] - The introduction of the "anti-involution" principle is seen as a timely correction to the previous "low-price only" approach, providing pharmaceutical companies with clearer policy expectations and a better development environment [1] Group 2 - The concept of "anti-involution" emphasizes the importance of value over price, encouraging competition to shift from price wars to value-driven innovation [2] - The new procurement rules have shortened the recovery period for innovative drug R&D investments by 3 to 5 years, indicating a more favorable environment for innovation [2] - The recent adjustments to the national medical insurance drug catalog, including the addition of commercial insurance for innovative drugs, signal a significant opportunity for the innovative drug industry [2] Group 3 - Pharmaceutical companies are encouraged to invest in original research drugs, first-generic drugs, high-end formulations, and innovative medical devices, rather than relying solely on imitation and market share expansion [3] - Building a healthier innovation and competition ecosystem is crucial, which includes strengthening intellectual property protection, reforming review and approval systems, and enhancing collaboration between clinical and research institutions [3] - The transition from price competition to innovation is seen as a challenging yet essential path for sustainable growth, requiring policy innovation, corporate innovation, and regulatory innovation to foster a supportive environment for innovation [3]