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華東醫藥(000963.SZ):百令膠囊和阿卡波糖咀嚼片醫保談判成功
格隆匯 12-29 18:32

格隆匯12月29日丨華東醫藥(000963.SZ)公佈,2020年12月28日國家醫保局、人力資源社會保障部發布了《國家基本醫療保險、工傷保險和生育保險藥品目錄(2020年)》通知,並公佈了相關參與醫保降價談判及准入產品的支付價格標準。公司全資子公司杭州中美華東製藥有限公司(“中美華東”)的百令膠囊和阿卡波糖咀嚼片分別參與了此次國家醫保局的醫保支付標準及醫保續約談判並均談判成功。

根據公佈談判結果,中美華東的百令膠囊的新醫保支付標準分別為1.03元(0.5g/粒)及0.51元(0.2g/粒),分別比目前全國最低省級醫保支付價格降低33%及33.8%;阿卡波糖咀嚼片醫保續約後的新醫保支付標準為0.465元(50mg/片),比之前的國家醫保支付價格降低38%。此次醫保支付價格調整於2021年3月1日生效。

此次百令膠囊醫保新支付標準的調整和阿卡波糖咀嚼片成功續約後,中美華東百令膠囊和阿卡波糖咀嚼片目前的全國售價會相應調整至新醫保支付標準水平。公司認為百令膠囊產品在自費市場潛力巨大,此次降價後將進一步提高患者用藥的經濟性和可及性,惠及更多患者。公司今後將通過積極舉措,抓住降價後用藥需求增長的機會,繼續深化百令膠囊在廣闊區域和慢病治療領域細分市場覆蓋,推動該產品的用藥人羣數量和銷量在現有基礎上進一步增長。

除以上兩個產品外,公司控股子公司的其他已納入國家醫保目錄的產品此次未發生醫保準入變動及價格調整。

因上述產品醫保支付價格調整於2021年3月1日起正式執行,不會對公司2020年的經營業績構成重大影響。正式執行後將有利於未來產品的銷量增長,對公司今後經營業績的影響暫無法估計。

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