2025年国谈在京开启，谈判速度比往年更快了

Core Points - The 2025 National Medical Insurance Negotiation (referred to as "Guo Tan") commenced on October 30, 2023, in Beijing, with negotiations expected to last 4-5 days [2][3] - This marks the 8th adjustment of the medical insurance catalog since the establishment of the National Medical Insurance Bureau, involving five stages: preparation, application, expert review, negotiation, and announcement of results [3] - A total of 644 drugs passed the formal review for the 2025 catalog, with 534 approved for the basic medical insurance catalog and 121 for the commercial insurance innovative drug catalog [3] Group 1 - The first day of negotiations focused primarily on common drugs, including those for infections, anesthesia, and diabetes, while innovative drugs are scheduled for discussion on the second and third days [3] - Some representatives expressed that the price reductions proposed by the National Medical Insurance Bureau were significantly lower than expected, with estimates being 40%-50% below the most pessimistic forecasts [3][5] - The pace of negotiations appeared to be faster than in previous years, with representatives exiting the venue every few minutes, contrasting with the lengthy discussions seen in past negotiations [5] Group 2 - The introduction of the commercial insurance innovative drug catalog is a significant change this year, aimed at integrating basic medical insurance and commercial insurance to better meet diverse medication needs [8][9] - Negotiations for the commercial insurance innovative drug catalog are expected to take place on November 1 and 2, 2023 [9] - A total of 79 drugs applied for both the basic medical insurance and commercial insurance innovative drug catalogs, with a priority given to those that successfully pass the basic medical insurance negotiations first [9][10] Group 3 - The commercial insurance innovative drug catalog will allow for greater participation from commercial insurance companies in the decision-making process regarding drug inclusion and pricing negotiations [9] - Five high-cost CAR-T products are confirmed to be included in the final negotiation list for the commercial insurance innovative drug catalog [10] - Future payment models for innovative drugs may involve initially placing them in the commercial insurance catalog before transitioning to the basic medical insurance catalog after gathering real-world data [10]