Core Viewpoint - The inclusion of innovative Alzheimer's disease (AD) treatments, Lecanemab and Donanemab, in China's first commercial health insurance innovative drug directory marks a significant shift towards a multi-layered payment model, enhancing accessibility and affordability for high-cost treatments [1][2][3] Group 1: Policy and Market Changes - The National Healthcare Security Administration has introduced a commercial health insurance innovative drug directory to address the high costs of breakthrough drugs, allowing for a collaborative payment approach between public insurance and commercial health insurance [3][11] - The first version of the commercial insurance directory includes 19 drugs, with a focus on high-innovation and high-clinical-value treatments, including the two AD drugs, which represent the highest level of current AD treatment [3][10] - The shift from a single public insurance model to a "public + commercial insurance" model is expected to lower out-of-pocket costs for patients and stimulate demand for AD treatments [2][11] Group 2: Economic Impact and Patient Accessibility - The economic burden of AD in China is substantial, with annual costs reaching 1.1 trillion RMB in 2015, projected to rise to 3.2 trillion RMB by 2030 and 11.9 trillion RMB by 2050 [5][6] - Early diagnosis rates for AD are low, with 95% of patients diagnosed at moderate to severe stages, highlighting the need for improved screening and treatment pathways [5][6] - The commercial insurance directory is seen as a catalyst for transforming the global AD treatment market, with the market size expected to grow from 23 billion RMB in 2020 to 25.7 billion RMB by 2026, reflecting a compound annual growth rate of 1.5% [7][8] Group 3: Research and Development Landscape - The development of new AD drugs is a lengthy and costly process, averaging 10.5 years and requiring approximately $2.6 billion in investment, with many candidates failing at various stages [8][10] - Current AD treatments in China include cholinesterase inhibitors and NMDA receptor antagonists, with the recent inclusion of innovative drugs expected to reshape the competitive landscape [8][10] - The recent failures of major pharmaceutical companies in clinical trials have not deterred investment in AD research but have instead accelerated the evolution of the treatment ecosystem [9][10] Group 4: Future Directions and Challenges - Despite the progress made with the inclusion of AD drugs in the insurance directory, barriers remain, such as the need for a multi-layered payment model that combines basic insurance, commercial insurance, and special funds for low-income patients [11] - Establishing a dedicated AD patient database could facilitate faster efficacy validation and expand indications, reducing R&D risks for pharmaceutical companies [11] - The increasing prevalence of AD with age necessitates refined risk control mechanisms to ensure that innovative treatments are both accessible and affordable for patients [11]
年耗数十万！阿尔茨海默病新药入商保 能否破解“记忆困境”？
2 1 Shi Ji Jing Ji Bao Dao·2025-12-09 02:42