《大行報告》美銀:傳內地第三輪藥品集採淘汰制 料構成較大藥品降價壓力
美銀發表報告,就內媒引述消息指,內地醫藥界上周五(6日)召開的第三輪帶量採購座談會期間,新的集採規則流出,此輪中標企業數量將採取淘汰機制,總體上採取「n—1」中標,最多6家中標,該行估計新規會導致大小藥廠的競標藥價明顯下調;新規允許中標藥企多於3間,但該行對於白蛋白紫杉醇(albumin-bound paclitaxel)會否被納入今輪藥品集採仍存不明朗,而齊魯醫藥近期亦獲得相關允許,不確定齊魯醫藥否有資格參與白蛋白紫杉醇的競投。
該行指,無論如何,內地上兩輪藥品集採的中標價明顯低於市場預期,所以該行估計今輪集採中標價仍會明顯降價,而近周兩周市場已關注內地新一輪藥品集採範圍會否進一步擴大。
美銀表示,此輪將採取淘汰機制,總體上為「n—1」中標,即3家中2家,5家中4家,最多6家中標,最低價中標的企業,可以優先選擇全國2-3個省,其他中選企業按價格高低輪流選擇其餘省份,指此「突然死亡」式的淘汰機制可令中標藥價較原藥價大降80%以上。該行認為,上述措施會對藥價構成更多壓力。
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