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第十一批集采如何以“稳临床”为导向
Ren Min Wang· 2025-10-06 02:43
第十一批国家组织药品集中采购文件于近日发布后,企业开始参与申报工作。和往年的集采规则不 同的是,今年首次允许医疗机构可以按药品的具体品牌报量。"这充分体现了稳临床的导向。"中国药科 大学医药价格研究中心主任路云在接受中青报·中青网记者采访时说。 此次集采规则明确,医疗机构报量的品牌如果中选,该品牌企业将直接成为该医疗机构的供应企 业,提高临床需求与供应的匹配度。根据国家医保局提供的数据,有4.6万家医疗机构参加了本次集采 报量,报量的77%具体到了品牌。 首都医科大学宣武医院药学部主任张兰表示,医疗机构希望集采尽量不改变临床用药习惯,为了保 持原有的实际诊疗状况,大部分医院会选择按照厂牌来报量。以宣武医院为例,在第十一批集采的55个 药品当中,约50个按照厂牌报量。剩下的几个品种,或是不在厂牌名单里,或是非过评药品,医院选择 按照通用名报量。路云表示,这也会提高患者用药的依从度,体现了以患者为中心的导向。 根据集采规则,对于医疗机构需求大但企业报价未入围的情况,如报价未入围的企业接受入围企业 的中选价格,本次集采给予中选机会。这可以鼓励临床认可度高的企业积极中选,更好地满足临床需 求。 路云介绍,此次集采在选 ...
亚太药业出售资产半年预盈过亿 创新药板块升温股价年内涨135%
Chang Jiang Shang Bao· 2025-07-30 23:59
Core Viewpoint - The stock price of Asia-Pacific Pharmaceutical has significantly increased due to the rise in the innovative drug sector, with a year-to-date increase of 135% as of July 30, closing at 7.17 yuan per share [2][5]. Company Performance - Asia-Pacific Pharmaceutical expects to achieve a net profit attributable to shareholders of 100 million to 110 million yuan in the first half of 2025, representing a year-on-year growth of 1726.42% to 1909.06% [2][4]. - The company has faced financial challenges in recent years, with revenues of 515 million yuan in 2020, 315 million yuan in 2021, 373 million yuan in 2022, and 421 million yuan in 2023, alongside net profits of 27.27 million yuan, -228 million yuan, -133 million yuan, and -11.87 million yuan respectively [3]. - In 2024, the company reported revenues of 405 million yuan, a decrease of 3.68% year-on-year, but turned a profit with a net profit of 34.24 million yuan, primarily due to non-recurring gains [3][4]. Business Operations - Asia-Pacific Pharmaceutical specializes in the research, production, and sales of chemical preparations, with a portfolio of 111 approved formulations and five raw material drug approvals [3]. - The company has been actively restructuring, including the sale of its subsidiary, which contributed approximately 149 million yuan to its profit total for the first half of 2025 [4]. Industry Context - The innovative drug index has surged nearly 50% since the beginning of 2025, reflecting a broader trend in the industry driven by policy benefits, technological breakthroughs, and increased capital inflow [7]. - The Chinese innovative drug sector is transitioning from "generic" to "global innovation," with a significant increase in licensing transactions and contributions to international conferences [8].