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《大行报告》中金:内地第二批药品集采中选均价降53% 後续集采将常态化
阿思达克 01-20 12:24

中金发表报告表示,近日第二批国家药品集中采购的拟中选正式公布,32个品种采购成功,价格平均下降53%。本次集采的33个品种中,有32个采购成功,碳酸氢钠口服常释剂型未采购成功。本次集采共有122家企业参加,产生拟中选企业77家。与联盟地区2018年最低采购价相比,本次集采平均降价幅度达到53%,最高降幅达到93%。

其中白蛋白紫杉醇(100mg),石药集团(01093.HK)、恒瑞医药(600276.SH)、百济神州(06160.HK)分别以747、780、1,150元人民币(下同)中标,相比其去年第一季至第三季销售均价下降各70%、74%、70%;阿卡波糖口服常释制剂50mg,Bayer和绿叶制药(02186.HK)分别以0.18及0.32元中标,分别较其去年第一季至第三季销售均价下降了91%、77%;替吉奥20mg,恒瑞医药和齐鲁制药分别以5.66、7.81元中标,分别较其去年第一季至第三季销售均价下降77%及59%。

该行指,此次集采预计将於4月份开始执行。联采办公室同时公布,国家医保局、卫健委等部门将组织地方後续的执行,确保中选药品的合理使用,确保全国患者於2020年4月前使用上中选药品。第一批集采品种采购获得超预期执行。4+7试点城市已於去年第一季前後在各地得到执行,从结果来看其采购执行超出了此前的预期,截至2019年底,25个中选药品「4+7」试点地区平均采购执行进度为183%,中选药品占同通用名药品采购量的78%。

中金表示,後续集采将常态化。联采办同时公布将建立常态化的集中带量采购制度,符合条件的品种都将纳入集中采购范围,直接在全国同步实施,并延长将带量采购协议期,进一步稳定市场供应和行业预期。

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