经观社论｜集采新规则传递了清晰信号

Core Viewpoint - The new procurement rules aim to prevent pharmaceutical companies from engaging in harmful price competition while ensuring quality and affordability for patients, aligning with medical insurance cost control requirements [2][3]. Group 1: New Procurement Rules - The latest round of centralized drug procurement involves 55 types of drugs, including those for infections, tumors, allergies, diabetes, and cardiovascular diseases [2]. - The new bidding rules optimize the price difference calculation anchor, moving away from a simple lowest price model, requiring the lowest bidder to justify their pricing and commit to not pricing below cost [2][3]. - A "revival" mechanism has been introduced, allowing mainstream brands that did not win in the first round to qualify at the highest proposed winning price, recognizing the market value of quality brands [3]. Group 2: Quality and Compliance - The new rules impose strict quality controls, requiring that the production lines of bidding drugs have no violations of quality management standards in the past two years, with comprehensive inspections and product sampling by regulatory authorities [3]. - The reporting rules have shifted from generic drug names to allowing medical institutions to report based on specific brand names, emphasizing respect for doctors' prescribing autonomy and ensuring patient access to medications [3]. Group 3: Industry Impact and Future Outlook - The new procurement rules are expected to accelerate the reshaping of the pharmaceutical industry, with many companies likely to be eliminated due to severe product homogeneity [4]. - Companies are reminded that competing solely on price is not sustainable; they must focus on quality and innovation to thrive in the industry [4]. - Continuous feedback from stakeholders is essential for evaluating the impact of the new rules, ensuring that the procurement policy remains effective and beneficial for both patients and companies [4].