恩華藥業(002262.SZ):注射用甲磺酸齊拉西酮醫保支付限定調整
格隆匯12月29日丨恩華藥業(002262.SZ)公佈,根據國家醫保局人力資源社會保障部關於印發《國家基本醫療保險、工傷保險和生育保險藥品目錄(2020年)》的通知精神(醫保發〔2020〕53號),《國家基本醫療保險、工傷保險和生育保險藥品目錄(2020年》對公司產品注射用甲磺酸齊拉西酮醫保支付限定進行了調整。
據統計,我國精神分裂症患者人數多達1000萬,新入院患者激越發生比例高達64.3%,同時患者住院過程中仍有14.8%的患者會出現急性激越,注射用甲磺酸齊拉西酮是唯一的第二代抗精神病藥物速效針劑。
在《2019年藥品目錄》中,對該產品的“限不配合口服給藥患者”的醫保支付限定,使正在口服藥物但仍需快速治療激越的眾多患者未能得到充分治療,在《2020年藥品目錄》中將上述對該產品的醫保支付限定調整為“限精神分裂症患者的急性激越症狀”。
此次調整,將使該產品的應用不再受到患者能否配合口服的限制,有利於擴大該產品的使用人羣,提高市場競爭力,從而提升該產品的市場銷售收入,對提升公司未來的經營業績產生積極的影響。
因新版醫保目錄於2021年3月1日起正式執行,不會對公司本報吿期的經營業績構成重大影響。
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