集采新规则传递了清晰信号 | 经观社论

Group 1 - The National Healthcare Security Administration (NHSA) has released the 11th batch of centralized drug procurement documents, involving 55 types of drugs across various categories such as anti-infection, anti-tumor, anti-allergy, diabetes, and cardiovascular medications [2][3] - The new bidding rules aim to avoid vicious competition among pharmaceutical companies while ensuring quality and affordability for patients, aligning with the cost control requirements of medical insurance [3][4] - The new rules include a "revival" mechanism for mainstream brands that did not win in the first round, allowing them to qualify at the highest proposed winning price, recognizing the market value of quality brands [3][4] Group 2 - The reporting rules have shifted from counting by drug generic names to allowing medical institutions to report by specific brand names, emphasizing respect for doctors' prescribing autonomy and ensuring patient access to medications [4] - The impact of the new procurement rules on drug companies and the industry will require observation over time, with expectations that centralized procurement will accelerate industry reshuffling, particularly affecting companies with severe product homogeneity [4] - Continuous feedback from stakeholders and timely evaluations of the new rules' impacts are essential for maintaining the effectiveness and vitality of the centralized procurement policy, ensuring patients receive reasonably priced and safe medications [4]