康恩貝(600572.SH):2個藥品新增調入2020版國家醫保目錄
格隆匯 12 月 28日丨康恩貝(600572.SH)公佈,2020年12月28日,國家醫保局和人力資源社會保障部發布了《關於印發〈國家基本醫療保險、工傷保險和生育保險藥品目錄>的通知》(醫保發〔2020〕53號)(簡稱:“2020版國家醫保目錄”、“目錄”),並要求遵照執行。此次新增調入2020版國家醫保目錄的藥品共119個,公司及下屬全資及控股子公司新增調入藥品2個,新增調入目錄情況:

公司上述新增調入品種的市場銷售情況:
1、乙酰半胱氨酸泡騰片為公司大品牌大品種工程的重點產品,2019年和2020年1-9月銷售收入分別為1.79億元和1.12億元,佔同期公司營業收入比例分別為2.64%和2.47%;2015-2019年複合增長率為20.15%,產品覆蓋全國市場。
乙酰半胱氨酸為呼吸慢病基礎治療用藥,據2018國家疾控中心慢阻肺流調數據顯示40歲以上健康人羣慢阻肺患病率13.6%,患者羣體近1億人。目前乙酰半胱氨酸產品有多種劑型上市銷售,其中泡騰片劑型因其獨特劑型優勢為美國、歐盟等國家應用的主流口服劑型。目前國內有泡騰片批文的僅有2家。米內網終端數據顯示,相應零售和醫療終端市場2019年祛痰藥(不包括含止咳藥的複方製劑)銷售額約57.6億元,公司子公司金華康恩貝的乙酰半胱氨酸泡騰片銷售額為2.41億元,佔市場份額的4.18%。
2、消旋山莨菪鹼片目前暫無生產,未來將根據市場需求及公司經營計劃擇機規劃。
國家2020 版《醫保目錄》將於2021年3月1日起開始執行。公司目前已在呼吸領域建立了完善的處方藥推廣體系和隊伍,本次乙酰半胱氨酸泡騰片新增進入2020版國家醫保目錄,將有利於鞏固和拓展公司該產品在呼吸領域用藥市場的產品份額及地位。
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