This week, Beijing, Wuhan, Shenzhen and other places have outbreaks of different degrees of new crown epidemic.
According to the data released by the National Health Commission, as of February 26, there were a total of 239 new cases in the whole town, of which 112 were local cases, most of which were concentrated in Guangdong and Inner Mongolia, with 48 cases and 38 cases respectively. In addition, there are sporadic cases in Guangxi, Liaoning and other places.
At the policy level, the issue of health care has become the core of social concerns this week. The Ministry of Human Resources and Social Security announced that it will implement the national overall planning of pension insurance from January this year; the "14th Five-Year Plan" National Notice on the Development of the Aging Cause and the Planning of the Pension Service System was issued, making new planning and deployment for the issue of health care.
At the market level, various pharmaceutical listed companies have begun to disclose performance express reports. According to the rough statistics of the Health Bureau, many enterprises such as BeiGene, Junshi Biological, Shenzhou Cell, yahong Pharmaceutical and so on have reported pre-losses in their annual reports.
Performance growth is not in the minority, such as Haoyuan Pharmaceutical's net profit to achieve a 48.34% growth, a total of about 191 million yuan.
More information is summarized below:
Blockbuster policy
1. Support the transformation of public medical institutions into rehabilitation hospitals
On February 21, the State Council issued the Notice on Printing and Distributing the Development of the 14th Five-Year Plan for the Development of the National Aging Industry and the Planning of the Old-age Service System, requiring all localities to increase investment in the construction of the elderly health industry.
Source: Official website of the State Council
At the financial level, from 2022, the Ministry of Civil Affairs and local governments need to use more than 55% of the lottery public welfare funds used for social welfare services to develop old-age services. In addition, in terms of the construction of medical and health institutions, the Notice specifically mentions that areas with rich medical resources are supported to transform some public medical institutions into nursing homes or rehabilitation hospitals, and public medical institutions are encouraged to provide door-to-door medical services for the elderly, charging in the form of "medical service price + door-to-door service fee".
2. Many provinces require full coverage of DRG/DIP reform by the end of 2023
On February 22, the Henan Provincial Medical Insurance Bureau issued the "Implementation Plan for the Three-Year Action Plan for the Reform of DRG/DIP Payment Methods", which put forward the principle of "three coverages" by the end of 2023: that is, the full coverage of all medical institutions that meet the conditions to carry out inpatient services, the full coverage of diseases, and the full coverage of medical insurance funds.
The Health Bureau noted that Gansu, Hunan, Jiangxi and other provinces have successively launched reform plans for payment methods in the province. It is foreseeable that in the future, the problems of diagnosis and treatment drugs and medical insurance reimbursement in medical institutions at all levels will undergo important changes.
3. 251 kinds of hospital preparations are included in local medical insurance, and 70% are traditional Chinese medicines
On February 26, the WeChat public account of the Wuhan Municipal Government released the "Catalogue of Preparations of Basic Medical Insurance and Maternity Insurance Medical Institutions in Hubei Province (2022)", which included 251 kinds of preparations independently configured by local medical institutions in Wuhan into the scope of medical insurance payment.
The 251 preparations were from 9 hospitals, including Wuhan Hospital of Traditional Chinese Medicine and Hubei Provincial Hospital of Integrated Traditional Chinese and Western Medicine. Among them, there are 183 kinds of traditional Chinese medicine preparations, accounting for more than 70%, including brain clearing tranquilizers, decisive capsules, etc.
Since 2019, various localities have successively cleaned up the medical insurance supplementary catalogue, but according to relevant regulations, the provincial medical insurance department can include local eligible ethnic medicines and medical institution preparations and Chinese medicine tablets into the scope of medical insurance payment on the basis of the national Drug Catalogue.
According to the Wuhan Municipal Medical Insurance Bureau, there are many varieties of preparations prepared by municipal medical institutions that are "inexpensive, have good efficacy, and are welcomed by patients". The inclusion of these preparations in provincial health insurance payments helps to "meet the medication needs of insured persons." ”
Major events in medicine and health
1. The confirmed case took the elevator without wearing a mask, and the property was filed
On February 27, the Information Office of the Shenzhen Municipal Government held a press conference to explain the progress of the prevention and control of the new crown epidemic in the urban area.
The press conference reported two cases related to the ineffective prevention and control of the epidemic. One of them showed that due to a confirmed case of new crown in Futian District, Shenzhen, he repeatedly took the elevator of the unit building without wearing a mask when going to work, resulting in a number of people in the same ladder facing the risk of virus infection. The relevant departments of Futian District believe that the property management department of the building has failed to fulfill its responsibility for the management of the main body of epidemic prevention and control, and is currently filing a case against it.
2. The two leading innovative pharmaceutical companies announced their 2021 performance
On February 25, two leading domestic innovative pharmaceutical companies, BeiGene and Junshi Bio, disclosed the 2021 performance express, all of which showed different degrees of losses, but compared with the previous year, the situation has improved.
Among them, BeiGene's annual revenue was 7.589 billion yuan, an increase of 257.9% year-on-year. The company's net loss was 9.748 billion yuan, down 1.636 billion yuan from 11.384 billion yuan in 2020. Junshi Bio's annual revenue was 4.014 billion yuan, an increase of 151.71% year-on-year, and a net loss of 739 million yuan, a year-on-year decrease of 55.72%.
On the PD-1 product, Baekje announced that the sales of tirelizumab in China reached a total of 1.647 billion yuan, an increase of 47.32% year-on-year; while Junshi Bio did not directly announce the sales data of Trepleliumab in 2021. Previously, Junshi Bio and AstraZeneca announced the termination of cooperation on the sales promotion of Xindili monoclonal antibody, which the industry believes may be because the sales performance is not good.
3. The core subsidiary of Guangyuyuan was suspended due to the epidemic, which had a serious impact
On February 25, Guangyuyuan issued an announcement that Shanxi Guangyuyuan, a core holding subsidiary located in Jinzhong City, Shanxi Province, has been affected by the epidemic and has implemented a temporary suspension of work.
Source: Company announcement
At present, Shanxi Guangyuyuan has 103 "Chinese Medicine Quasi-Character" products in eight dosage forms such as pills, capsules and liquors, and the core products of Guangyuyuan are Dingkundan and Guilingji, which are all from Shanxi Guangyuyuan. According to the financial report, the revenue of this subsidiary in 2020 was 1.102 billion yuan, accounting for 99.37% of the company's annual revenue. In 2020, Shanxi Guangyuyuan was shut down due to the impact of the new crown epidemic, with a total loss of 7.9073 million yuan.
Guangyuyuan said that the temporary shutdown will have a serious impact on the company's normal "production operations", and the performance in 2020 may be reduced. In addition, both production schedules and finished product shipment times will be delayed, which will affect market supply. The company's specific resumption time will be arranged according to the government's epidemic control requirements.
A week of new drug inventory
1. Junshi Biological "adalimumab" is about to be approved
On February 24, Junshi Biotech said on the interactive platform of re-investors that the listing application of the adalimumab project is progressing smoothly and has now entered the final approval process of the State Food and Drug Administration.
In December 2002, AbbVie's original research of adalimumab "Humira" was listed in the United States, and then entered China in February 2010, ranking the world's drug sales for many consecutive years. In 2021, the global revenue of "Humira" reached 20.694 billion US dollars, breaking through the 20 billion mark for the third time.
Up to now, a total of 5 adalimumab biosimilars have been listed in China, namely Chia Tai Tianqing, Fuhong Henlin, Cinda Biologics, BIOTec and Haizheng Pharmaceutical.
2. AbbVie JAK inhibitors were approved in China
On February 24, the official website of the State Food and Drug Administration showed that Abbvie's application for the listing of uppatinib extended-release tablets has now been approved.
Developed by AbbVie, this product has been approved worldwide for indications including atopic dermatitis, rheumatoid arthritis and more. According to the financial report, in the three years since its listing, the annual sales of upatinib have been $47 million, $731 million and $1.651 billion, respectively. AbbVie said sales of the product are expected to exceed $7.5 billion by 2025.
At present, in addition to AbbVie, there are currently three JAK inhibitors of Eli Lilly, Pfizer and Novartis in China that have been approved for listing.
3. Sanofi anti-inflammatory drugs have obtained new indications
On February 24, the official website of the State Food and Drug Administration announced that the new indications for Sanofi's anti-inflammatory drug dupridosumab injection have been approved and will be used to treat moderate and severe atopic dermatitis in children aged 6 years and older and less than 12 years old and adults with poor control of topical prescription drugs or are not recommended for topical prescription drugs.
Pridomab, jointly developed by Sanofi and Regeneration Yuan, is one of the new drugs urgently needed abroad in China's clinical trials. In June 2020, this product was approved in China for the treatment of moderate to severe atopic dermatitis in adults, and was included in the 2020 edition of China's national medical insurance directory at the end of that year.
Text | Ancient Moon
Operational | Twenty-thirteen
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