第11批药品集采首提“反内卷” 调整“唯低价”方向

Core Viewpoint - The article discusses the recent adjustments in China's drug centralized procurement system, emphasizing the shift from a price-focused approach to one that prioritizes quality and clinical stability, aiming to ensure affordable and effective healthcare for the public [3][5][7]. Group 1: Drug Centralized Procurement - The 11th batch of drug centralized procurement includes 55 drugs, with the bidding set for October 21, 2025, in Shanghai [3]. - The new procurement guidelines focus on four principles: stabilizing clinical use, ensuring quality, preventing collusion, and avoiding excessive competition [3]. - The procurement process will prioritize drugs from manufacturers with a clean GMP record over the past two years and those with stable clinical recognition [3]. Group 2: Impact on Drug Prices - The centralized procurement system has significantly reduced drug prices, with an average price drop of over 50% across the previous 10 batches, and some drugs seeing reductions of up to 95% [4]. - The new rules aim to balance drug prices and values, moving away from a solely low-price competition model [4][5]. Group 3: Quality Over Price - The adjustments in the procurement rules encourage companies to focus on quality rather than just competing on price, fostering a healthier competitive environment [6]. - The government has indicated a commitment to optimizing drug procurement policies, enhancing quality assessments and regulations [6]. Group 4: Future Considerations - The article highlights the need for ongoing collaboration among stakeholders to address quality supervision and clinical usage reporting to maximize the benefits of the procurement system [6]. - The principle of "anti-involution" in drug procurement is aimed at ensuring clinical stability and quality, benefiting both pharmaceutical companies and the public in the long run [7].