《大行報告》中金:內地第二批藥品集採中選均價降53% 後續集採將常態化
中金發表報告表示,近日第二批國家藥品集中採購的擬中選正式公布,32個品種採購成功,價格平均下降53%。本次集採的33個品種中,有32個採購成功,碳酸氫鈉口服常釋劑型未採購成功。本次集採共有122家企業參加,產生擬中選企業77家。與聯盟地區2018年最低採購價相比,本次集採平均降價幅度達到53%,最高降幅達到93%。
其中白蛋白紫杉醇(100mg),石藥集團(01093.HK)、恆瑞醫藥(600276.SH)、百濟神州(06160.HK)分別以747、780、1,150元人民幣(下同)中標,相比其去年第一季至第三季銷售均價下降各70%、74%、70%;阿卡波糖口服常釋製劑50mg,Bayer和綠葉製藥(02186.HK)分別以0.18及0.32元中標,分別較其去年第一季至第三季銷售均價下降了91%、77%;替吉奧20mg,恆瑞醫藥和齊魯製藥分別以5.66、7.81元中標,分別較其去年第一季至第三季銷售均價下降77%及59%。
該行指,此次集採預計將於4月份開始執行。聯採辦公室同時公布,國家醫保局、衛健委等部門將組織地方後續的執行,確保中選藥品的合理使用,確保全國患者於2020年4月前使用上中選藥品。第一批集採品種採購獲得超預期執行。4+7試點城市已於去年第一季前後在各地得到執行,從結果來看其採購執行超出了此前的預期,截至2019年底,25個中選藥品「4+7」試點地區平均採購執行進度為183%,中選藥品佔同通用名藥品採購量的78%。
中金表示,後續集採將常態化。聯採辦同時公布將建立常態化的集中帶量採購制度,符合條件的品種都將納入集中採購範圍,直接在全國同步實施,並延長將帶量採購協議期,進一步穩定市場供應和行業預期。
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