有患儿年费用从12万降至3万元！长效生长激素纳入医保明起执行 一产品降价75%

Core Insights - The recent inclusion of long-acting growth hormones in the national medical insurance directory is expected to significantly reduce treatment costs for families with children suffering from growth hormone deficiency [1][2][3] Pricing and Cost Impact - The two long-acting growth hormone products included in the insurance directory are Teva's Yipei and Jinsai's Jinsai Zeng, with prices dropping from 1798 yuan to 853.2 yuan for Yipei and from approximately 3500 yuan to about 900 yuan for Jinsai Zeng, representing reductions of approximately 53% and 75% respectively [2][3] - For a child weighing 30 kg, the annual treatment cost with Jinsai Zeng is projected to decrease from around 120,000 yuan to 30,000 yuan after the price reduction [2][3] Market Dynamics - The Chinese growth hormone market has rapidly expanded from 4 billion yuan in 2018 to 12 billion yuan in 2022, making China the largest market for growth hormone treatments globally [7] - The market is expected to grow at a compound annual growth rate of 15.7% from 2018 to 2030, driven by increasing awareness and diagnosis of growth hormone deficiency [7] - The competitive landscape is evolving, with multiple companies, including Jinsai and Teva, actively developing long-acting growth hormone products, alongside new entrants like Novo Nordisk [8][9] Clinical and Regulatory Considerations - The use of growth hormones is strictly regulated, requiring a confirmed diagnosis of growth hormone deficiency for insurance coverage, which limits the potential patient base [4][5] - The recent price reductions are not expected to cause significant fluctuations in supply and demand due to the nature of the product as a prescription medication and the relatively low prevalence of growth hormone deficiency [5][6]