同仁堂(600085.SH)部分產品調出北京市醫保藥品報銷範圍
格隆匯1月8日丨同仁堂(600085.SH)公佈,北京市醫療保障局、北京市人力資源和社會保障局根據國家相關政策,對醫保藥品目錄內非國家醫保藥品品種開展消化工作,按照北京市醫保藥品目錄既往有關規定納入備案管理,且不屬於國家醫保藥品目錄的品種,於2022年12月31日調出北京市醫保藥品報銷範圍。公司及控股子公司北京同仁堂科技發展股份有限公司的部分品種因此調出了北京市醫保藥品報銷範圍,其中涉及公司主要產品系列中的部分品種。
公司主要產品系列中,涉及調出北京市醫保藥品報銷範圍的品種,在2021年度的銷售金額如下:同仁牛黃清心丸約14,206萬元、同仁大活絡丸約6,563萬元、六味地黃軟膠囊約1,050萬元,分別佔2021年合併銷售金額的0.97%、0.45%和0.07%。
在現有銷售策略下,公司通過醫療市場銷售的產品份額總體較小,主要通過零售藥店銷售到達終端。上述調出北京市醫保藥品報銷範圍的品種佔公司過往銷售額的比重較少。因此,公司上述品種調出北京市醫保藥品報銷範圍,預計不會對公司的業績產生重大影響。
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