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药明巨诺-B盘中涨近7% CAR-T产品集体通过专家评审 公司积极准备医保申报工作
Zhi Tong Cai Jing· 2025-09-29 07:44
消息面上,国家医保局近日公告,2025年国家基本医保目录及商保创新药目录调整专家评审工作已结 束,包括药明巨诺的倍诺达在内的5款CAR-T药物均通过了专家评审。据悉,CAR-T治疗由于"一针超百 万元"的高昂定价始终未能进入基本医保目录。截至目前,CAR-T疗法已经基本形成了以商业医疗保险 为主体、特病特药保险为补充、金融分期及各类救助方案为辅的多元支付格局。 药明巨诺-B(02126)盘中涨近7%,截至发稿,涨6.1%,报4.35港元,成交额728.67万港元。 公开资料显示,药明巨诺的倍诺达已被70余款商业医疗险产品纳入,公司也对外回应称,公司CAR-T产 品会积极参加2025年医保和商保创新药目录申报工作。业内人士普遍认为,此次5款CAR-T产品集体通 过专家评审,释放出积极信号,显示监管层在提高前沿疗法可及性上的决心。 ...
5款CAR-T产品通过商保创新药目录专家评审 一针百万元的“抗癌神药”有望飞入寻常百姓家?
Mei Ri Jing Ji Xin Wen· 2025-09-23 15:36
Core Viewpoint - The National Healthcare Security Administration (NHSA) has completed the expert review for the 2025 National Basic Medical Insurance (BMI) catalog and the commercial insurance innovative drug catalog, marking the eighth adjustment since its establishment and the first inclusion of a commercial insurance innovative drug catalog [1][2]. Group 1: CAR-T Products Approval - Five CAR-T products have successfully passed the expert review and will be included in both the basic medical insurance and commercial insurance innovative drug catalogs, laying the groundwork for future negotiations and access [1][2]. - The approval of these CAR-T products is seen as a positive signal, indicating the regulatory body's commitment to improving access to cutting-edge therapies [1][3]. - The review process emphasized the innovation level, efficacy, and the ability to fill treatment gaps, with CAR-T therapies receiving unanimous approval [2][5]. Group 2: Impact on Patients and Companies - The introduction of the commercial insurance innovative drug catalog is expected to significantly reduce out-of-pocket expenses for patients, making high-cost CAR-T treatments more accessible [3][4]. - Companies view the catalog as a "second channel" for innovative drugs, alleviating pricing pressure during negotiations with basic medical insurance and potentially expanding market share [4][5]. - The collaboration between pharmaceutical companies and insurance providers is anticipated to evolve towards deeper cooperation, exploring mechanisms like outcome-based payments and risk-sharing [4][5]. Group 3: Future Outlook - Companies express cautious optimism regarding the inclusion of CAR-T products in the commercial insurance innovative drug catalog, supported by policy direction, clinical value, and practical experience [5][6]. - The ongoing expansion and optimization of the commercial insurance catalog are expected to further benefit patients in need of CAR-T therapies [6].
2025国谈新进展:专家评审结束 近期召开企业沟通会
Di Yi Cai Jing· 2025-09-20 06:13
专家评审结束之后,将进入谈判/竞价/价格协商阶段,在这个阶段,企业需要提交相关材料,国家医保 局将开展测算评估,组织专家通过职工/居民医保基金测算、药物经济学等方法开展评估,提出基本目 录医保支付标准的评估意见。 同时也要加强与企业的信息沟通。就药品测算评估的思路和重点与企业进行面对面沟通,收集企业意见 建议和诉求。 9月20日上午,国家医保局发布公告,2025年国家基本医保目录及商保创新药目录调整专家评审工作已 结束,医保局将于近期在北京组织召开企业现场沟通会,与拟谈判、竞价及价格协商企业进行面对面交 流。 今年的医保目录调整是国家医保局成立以来进行的第8次,也是首次在基本医保目录之外增设商保(商 业健康保险)创新药目录。 今年共有534个药品通过基本医保目录的形式审查,121个药品通用名通过商保创新药目录的形式审查, 包括定价百万元的抗癌药CAR-T(嵌合抗原受体T细胞)在内,多款高价创新药冲刺商保创新药目录, 寻求创新药多元支付的新途径。 国家医保局公告称,评审结果为"拟谈判新增""拟竞价新增""拟价格协商"的目录外药品,表明该药品被 纳入了2025年国家基本医保目录及商保创新药目录谈判/竞价/价格协商 ...
2025国谈新进展:专家评审结束,近期召开企业沟通会
Di Yi Cai Jing· 2025-09-20 05:47
根据《2025年国家基本医疗保险、生育保险和工伤保险药品目录及商业健康保险创新药品目录调整工作 方案》,2025 年目录调整分为准备、申报、专家评审、谈判、公布结果5个阶段,基本目录调整和商保 创新药目录制定同步进行。 专家评审结束之后,将进入谈判/竞价/价格协商阶段,在这个阶段,企业需要提交相关材料,国家医保 局将开展测算评估,组织专家通过职工/居民医保基金测算、药物经济学等方法开展评估,提出基本目 录医保支付标准的评估意见。 同时也要加强与企业的信息沟通。就药品测算评估的思路和重点与企业进行面对面沟通,收集企业意见 建议和诉求。 今年的医保目录调整,首次增设商保创新药目录。 9月20日上午,国家医保局发布公告,2025年国家基本医保目录及商保创新药目录调整专家评审工作已 结束,医保局将于近期在北京组织召开企业现场沟通会,与拟谈判、竞价及价格协商企业进行面对面交 流。 今年的医保目录调整是国家医保局成立以来进行的第8次,也是首次在基本医保目录之外增设商保(商 业健康保险)创新药目录。 今年共有534个药品通过基本医保目录的形式审查,121个药品通用名通过商保创新药目录的形式审查, 包括定价百万元的抗癌药CA ...
2025年国家基本医保目录及商保创新药目录调整通过形式审查的申报药品专家评审阶段性结果查询发布
Di Yi Cai Jing· 2025-09-20 04:30
三、对于确认参加谈判(含"谈判续约"和"谈判新增")、竞价和价格协商的药品,请相关企业在"目录 调整模块"下载对应的"报送材料模板",并按要求填写、提交。企业要确保所提交的数据和材料完整、 真实、可靠,并于2025年9月30日17:00前将纸质版和电子版光盘(第一册材料同时提供Word及PDF 版)各1份寄送至国家医保局(以寄出邮戳为准)。 专家评审确定的谈判/竞价/价格协商主规格、参照药品和支付范围等内容请在"确认函操作"栏点击查 看。 四、评审结果为"拟谈判新增""拟竞价新增""拟价格协商"的目录外药品,表明该药品被纳入了2025年国 家基本医保目录及商保创新药目录谈判/竞价/价格协商范围,获得了谈判/竞价/价格协商资格,不代表 已被纳入国家基本医保目录或商保创新药目录。 各相关申报企业可自行登陆国家医保服务平台查询评审结果。 9月20日,国家医保局发布关于2025年国家基本医保目录及商保创新药目录调整通过形式审查的申报药 品专家评审阶段性结果查询的公告,内容如下: 一、各相关申报企业可自行登陆国家医保服务平台(https://fuwu.nhsa.gov.cn)"2025年基本医保目录及商 保创新药目录调 ...
国家医保局发布2025年国家基本医保目录及商保创新药目录调整通过形式审查的申报药品专家评审阶段性结果查询公告
(原标题:国家医保局发布2025年国家基本医保目录及商保创新药目录调整通过形式审查的申报药品专 家评审阶段性结果查询公告) 人民财讯9月20日电,国家医保局发布2025年国家基本医保目录及商保创新药目录调整通过形式审查的 申报药品专家评审阶段性结果查询的公告。各相关申报企业可自行登陆国家医保服务平台"2025年基本 医保目录及商保创新药目录调整"模块查询评审结果。评审结果为"拟谈判新增""拟竞价新增""拟价格协 商"的目录外药品,表明该药品被纳入了2025年国家基本医保目录及商保创新药目录谈判/竞价/价格协商 范围,获得了谈判/竞价/价格协商资格,不代表已被纳入国家基本医保目录或商保创新药目录。 ...
国家医保局发布关于2025年国家基本医保目录及商保创新药目录调整通过形式审查的申报药品专家评审阶段性结果查询的公告
Mei Ri Jing Ji Xin Wen· 2025-09-20 03:46
9月20日,国家医保局官网发布关于2025年国家基本医保目录及商保创新药目录调整通过形式审查的申 报药品专家评审阶段性结果查询的公告。 在有关部门、申报企业和评审专家的大力支持下,我们按照《2025年国家基本医疗保险、生育保险和工 伤保险药品目录及商业健康保险创新药品目录调整工作方案》组织专家对2025年通过国家基本医疗保 险、生育保险和工伤保险药品目录及商业健康保险创新药品目录(简称2025年国家基本医保目录及商保 创新药目录)调整形式审查的申报药品进行了评审。评审工作已结束,现公告如下: 一、各相关申报企业可自行登陆国家医保服务平台(https://fuwu.nhsa.gov.cn)"2025年基本医保目录及 商保创新药目录调整"模块(以下简称目录调整模块)查询评审结果。 二、专家评审结果为"拟简易续约""拟重新谈判续约""拟谈判新增""拟竞价新增""拟价格协商"的药品, 请相关企业在"目录调整模块"下载对应的"确认函模板",按要求填写并加盖公章后于2025年9月23日 12:00前上传至"目录调整模块",并于当日将原件寄送至国家医保局(以寄出邮戳为准)。请同步下载 对应的"资质材料"模板,并按要求报送。 ...
医保新规下!2025年开始,这5项费用或将不能再报销
Sou Hu Cai Jing· 2025-09-18 22:38
Core Insights - The new healthcare regulations set to take effect in 2025 will lead to the exclusion of certain medical expenses from insurance reimbursement, impacting patients financially [1][2][10] - The adjustments are necessary due to the increasing financial pressure on the healthcare insurance fund, driven by an aging population and rising medical costs [1][7] Summary by Categories Changes in Reimbursement - Five categories of expenses are likely to be removed from insurance coverage, including: 1. Certain auxiliary examinations and premium medical services, such as high-end health check packages and non-essential imaging tests [4] 2. Inefficient or replaceable medications, particularly those with low clinical value or cheaper alternatives [5] 3. Non-essential rehabilitation treatments and medical devices that do not directly impact disease treatment [6] 4. Specific traditional Chinese medicine treatments that are not deemed essential [6] 5. Non-emergency cross-regional medical services that do not follow referral procedures [6] Rationale Behind Adjustments - The adjustments aim to alleviate the financial strain on the healthcare fund by focusing resources on essential medical services [7] - The policy changes are designed to encourage rational medication use and medical service selection, reducing unnecessary healthcare expenditures [7] - The adjustments also promote the development of the domestic pharmaceutical industry by encouraging the use of innovative and cost-effective medications [7] Strategies for Patients - Patients are advised to understand the new insurance policies and their local variations to avoid unexpected costs [8] - Emphasizing tiered medical care by initially visiting primary healthcare facilities can enhance reimbursement rates [8] - Choosing medications and treatments within the insurance directory can significantly reduce personal expenses [8] - Staying informed about policy changes is crucial for adapting healthcare choices accordingly [8] - Considering supplemental commercial health insurance can provide additional coverage for high-end medical services or specialized medications [9] Positive Signals - Despite the exclusion of certain items from coverage, there are positive developments, such as the inclusion of new cancer drugs and rare disease medications in the insurance directory [10] - The adjustments reflect ongoing efforts to balance the sustainability of the healthcare fund with the medical needs of the population [10]
济川药业业绩连续下滑 重营销轻研发转型之路挑战重重
Xin Lang Zheng Quan· 2025-09-18 10:43
Core Viewpoint - Jichuan Pharmaceutical's financial performance continues to decline, with significant drops in revenue and net profit in the first half of 2025, raising concerns about the company's future prospects due to challenges from core product sales and ongoing medical procurement policies [1][2][3]. Financial Performance - In the first half of 2025, Jichuan Pharmaceutical reported revenue of 2.75 billion yuan, a year-on-year decrease of 31.9%, and a net profit of 724 million yuan, down 45.9% [2]. - The second quarter of 2025 saw revenue of 1.22 billion yuan, a decline of 25.03% year-on-year and 19.8% quarter-on-quarter, with net profit at 284 million yuan, down 42.39% year-on-year and 35.5% quarter-on-quarter [2]. Core Products and Market Challenges - The sales of Jichuan's key products, Pudilan Anti-inflammatory Oral Liquid and Children's Chiqiao Qingre Granules, have significantly decreased, with their combined sales accounting for only 49.51% of total revenue in the first half of 2025, down from 60.12% in 2024 [2][3]. - The decline in sales is attributed to changes in market demand and the impact of medical procurement policies, which have affected the pricing and availability of these products [2][4]. Historical Context - Jichuan's revenue surged from 7.63 billion yuan in 2021 to 9.655 billion yuan in 2023 due to increased demand for respiratory disease treatments, but has since fallen to a historical low in 2025 [3]. - The company's core product, Pudilan, has been removed from several provincial medical insurance catalogs, leading to decreased patient purchasing willingness [3]. Competitive Landscape - The market for Jichuan's products is becoming increasingly competitive, with numerous alternatives available, including well-known brands that pose a threat to Pudilan's market share [4][7]. - Jichuan's other important product, Rabeprazole Sodium Enteric-Coated Capsules, faces pricing pressures from national procurement policies, which could further impact its market position [4]. Strategic Initiatives and Challenges - Jichuan is attempting to diversify by entering the personal care and innovative drug markets, but results have been limited, with personal care products generating only 89 million yuan in sales in 2023 [5][6]. - The company has initiated collaborations for innovative drug development, but faces stiff competition in these areas, making it difficult to establish a strong market presence [6][7]. Research and Development Focus - Jichuan has historically prioritized marketing over research and development, with R&D expenses constituting only 5.55% of total revenue in 2024, which raises concerns about its ability to innovate effectively [6][8]. - The company has several products in the pipeline, but the competitive nature of the market poses significant challenges to their success [6][7].
百时美施贵宝出售这家合资企业股权,跨国药企缘何纷纷出售成熟产品
Di Yi Cai Jing· 2025-09-15 14:54
Core Viewpoint - The sale of a 60% stake in the Sino-American Shanghai Bristol-Myers Squibb Pharmaceutical Co., Ltd. (SASS factory) by Bristol-Myers Squibb is significant as it marks a strategic shift in the company's operations in China, focusing on resource allocation and external collaboration to enhance its regional strategy and ensure long-term drug supply for patients globally [1][3]. Group 1: Company Actions - Bristol-Myers Squibb has signed an agreement to sell its 60% stake in the SASS factory, which was the first Sino-American joint venture pharmaceutical company established after China's reform and opening up in 1982 [1]. - The company aims to continue investing in the Chinese market under its "China 2030 Strategy," which includes plans to introduce nearly 30 innovative products or indications by 2025 and accelerate the introduction of more global innovations from 2026 to 2030 [4]. - The SASS factory primarily produces mature products, including various medications that have seen profit margins compressed due to China's centralized procurement policies since 2018 [3][4]. Group 2: Industry Trends - Other multinational pharmaceutical companies, such as Eli Lilly and GlaxoSmithKline, have also engaged in asset divestitures in China, focusing on mature products, indicating a broader trend in the industry [3]. - The Chinese government has implemented policies favoring innovative drugs, encouraging pharmaceutical companies to shift their focus towards innovation rather than relying on mature products [3][4]. - Bristol-Myers Squibb is adapting its strategy for its PD-1 monoclonal antibody, O drug, aiming to push for its inclusion in the national medical insurance directory to enhance market access and affordability for patients [5].