科倫藥業(002422.SZ):基礎大輸液不會存在國家層面集中採購
格隆匯4月18日丨科倫藥業(002422.SZ)於2023年4月14日召開特定對象調研,就如何看待輸液集採,應對策略?公司表示,集採是公司營銷非常重視的方面,基礎大輸液不會存在國家層面集中採購,因品種不具備國家集採條件。地區層面存在集採情況,國家醫保局安排了專家組對各地基礎輸液帶量採購進行調研,廣東聯盟、河南進行了基礎輸液的帶量採購,其方案和結果是相對理性和客觀的。國家醫保局在近期的專項會上提出了鼓勵相應具備條件的產品進行“帶量聯動”方式,基礎輸液應屬於其列。2023年個別省份陸續可能有基礎輸液集採的考慮,公司將與各省主管部門緊密溝通,商討基礎大輸液特殊產品如何進行集中採購,確保基礎輸液能成為公司長期的基石。
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