最令业界关注的是，这次报量，医疗机构可在系统中根据药品清单，自主选择报量品种的过评品规或厂牌，未过评规格可按规则自行折算。 "这是国采史上首次明确可以按照厂牌报量，这是回应之前医疗机构无法使用临床需要的品牌的关切，也是第十一批国采与以往不同的地 方。"董泽成告诉财联社记者。 郭新峰也认为，这一点体现了联采办及国采更加尊重医生和患者选择权的导向，也是对过往批次国采产生的一些广泛关注的一个回应。 同时，监管措施进一步强化。《通知》明确，各地医保部门需对填报数据进行逻辑审核，重点关注是否超出机构服务能力、是否存在缺章漏 签、是否历史采购但本轮未报量等情形。对于"有量不报"、"报而不采"、"采而不足"等情况，国家医保局将通过专项问询或现场检查介入 处理，推动穿透式责任落实。 "在执行层面，第十一批延续第十批的平台技术框架，但规则颗粒度明显更细，尤其是在审核机制和医疗机构参与范围上更为严密。"郭新峰 认为， 本轮政策设计明确将医疗机构报量从"填表动作"转变为"责任承诺"，医保端对履约端的管理思路已发生实质变化。 第十一批国家药品集中采购正稳步推进。 今日下午，国家组织药品集中采购工作联合采购办公室发布《关于组织开展第十 ...

Core Insights - Morgan Stanley reports that the Shanghai Sunshine Pharmaceutical Procurement Platform has initiated the data submission process for 55 drugs as part of the 11th National Centralized Procurement (VBP) [1] - The previous ten rounds of VBP typically saw price reductions of 50% to 60%, with the tenth round reaching a high of 70%, but recent policies indicate that price reduction may not be the sole focus moving forward [1][2] - The selection criteria for candidate drugs require at least seven manufacturers to pass consistency evaluations or have their products selected as reference formulations, with only drugs having annual procurement amounts exceeding 100 million RMB retained in further screening [1] - The notification includes a list of 68 products that met evaluation standards but were excluded from the 11th VBP, highlighting reasons for exclusion such as unresolved patent disputes and insufficient clinical safety assessments [2] Industry Implications - The estimated market size for the 55 selected drugs in 2024 is projected to be 50 billion RMB [2] - The emphasis on intellectual property and clinical value in the 11th VBP indicates a shift towards greater transparency in the national drug procurement process, which may enhance predictability and decision-making for manufacturers [2] - The anticipated price reduction in the 11th VBP is expected to be relatively moderate, with a decreasing impact on large pharmaceutical companies in China due to the reduced number of "big drugs" included in this round [1]