The price of Xiliao has risen sharply, which has attracted market attention; The National Health Insurance Administration has successively issued warning articles on "reflux drugs"; Carry out the "talk" work of pharmacies in various places; Guangzhou implemented online medical insurance, and the list of the first batch of pharmacies was released; Since August 1, a number of new regulations for pharmacies have been officially implemented......
Finishing | Zhong Kai
01
In-depth interpretation of the industry for a week (click on the small mark in blue font to read the original article)
The price of this drug has increased nearly fourfold, and some pharmacies are out of stock
Recently, the People's Daily health client reported that the price of Xiliao has risen sharply, and it is difficult to buy in many places.
"From more than 20 to more than 100 now, Xiliaotuo has increased prices all the way" "From last year to this year, the price has risen wildly, and sometimes ordinary pharmacies can't buy it." Recently, a number of patients reported to the People's Daily health client reporter that the price of polysulfonic acid mucopolysaccharide cream (Xiliaoto) has risen sharply and is difficult to buy.
Some analysts pointed out that the price of the product has risen and the stock is out of stock, which may be due to imported drugs, and any international logistics or supply chain problems may lead to a shortage of the drug in the domestic market. Second, the cost of APIs or other ingredients required to produce polysulfonate mucopolysaccharide cream may increase, resulting in higher overall production costs.
In this case, the relationship between supply and demand changes, and as the demand for the drug increases, if there is no corresponding increase in production capacity, it may cause a situation where supply exceeds demand, which in turn pushes up the price.
The National Health Insurance Bureau issued an intensive document about the "reflux medicine" of pharmacies
The chaos of "reflux drugs" is not endless, and the relevant regulatory departments have already focused on and rectified with an iron fist. From July 29th to July 30th, the official official account of the National Health Insurance Administration published three articles in a row, focusing on reviewing a series of fraud and insurance fraud cases cracked in various places since the beginning of this year.
And this is just the beginning, and the work of cleaning up the chaos will be far from over. The National Health Insurance Administration clearly mentioned that from July 29, warning articles about "reflux drugs" will be issued one after another. For those who are unrepentant and continue to participate in the illegal and criminal activities of "reflux drugs", the National Health Insurance Administration will work with relevant departments to severely crack down on them in accordance with the law.
The National Health Insurance Administration said that "reflux drugs" seriously threaten the public's drug safety, erode everyone's common medical insurance fund, disrupt the normal order of the pharmaceutical market, and cause great harm to society.
Illegal sales of dextromethorphan, some pharmacies were fined more than 100,000 yuan
According to recent news from the Hainan Provincial Food and Drug Administration, in March this year, a pharmacy in Danzhou did not comply with the regulations on the sale of prescription drugs by prescription, and sold the prescription drug dextromethorphan hydrobromide tablets to minors, causing minors to have symptoms of drug poisoning and hospitalization after taking them. The Danzhou Municipal Market Supervision Bureau imposed a penalty of confiscation of illegal gains and fines totaling more than 100,000 yuan on the pharmacy.
The Sichuan Provincial Food and Drug Administration also recently reported a case of illegal online sales of dextromethorphan, a pharmaceutical company in Chengdu sold 101 orders of dextromethorphan from February 2023 to April 2024, with a total value of 45,136.34 yuan, and was finally fined 65,000 yuan.
According to Zhongkang CMH data, the market size of dextromethorphan generic products in retail pharmacies nationwide will reach 278 million yuan in 2023, and the market size in the first quarter of 2024 will be 75 million yuan, a year-on-year decrease of 29.3%. In the past five years, the sales scale of Omefinsa in the retail terminal market has been ranked first in the cough expectorant-cough and asthma category, accounting for about 44% of the market share of this category in 2023. Some industry insiders said that the tightening of control over dextromethorphan will affect its sales.
02
Hot spot tracking for the week
From August 1, the new regulations for pharmacies will be officially implemented
In August, a number of new regulations promulgated by the State Food and Drug Administration, Hunan Provincial Food and Drug Administration, Hebei Provincial Medical Insurance Bureau and other departments will officially enter the implementation stage.
Among them, from August 1, the State Food and Drug Administration's "Rules for the Discretionary Application of Administrative Penalties for Drug Supervision and Administration" was officially implemented. The new regulations improve the discretion of administrative penalties for drug supervision, provide a more unified law enforcement standard for drug regulatory administrative organs to impose administrative penalties, and also provide more basis for strengthening law enforcement supervision and enterprises protecting their rights in accordance with laws and regulations.
It is worth noting that the "Applicable Rules" further refines the circumstances of aggravation, leniency, refusal, exemption from punishment and serious circumstances, and clarifies the applicable circumstances of "no punishment for the first violation", and the following circumstances may not be punished in accordance with the law.
Latest! The personal account of the employee's medical insurance can be used for the person's close relatives
The General Office of the State Council recently issued the "Guiding Opinions on Improving the Long-term Mechanism of Basic Medical Insurance", and the Information Office of the State Council held a regular briefing on the policies of the State Council on the afternoon of August 1 to introduce the relevant situation and answer questions from reporters.
At the meeting, it was revealed that the personal account of employee medical insurance can be used for my close relatives to pay for resident medical insurance, and strive to expand the scope of mutual aid of personal accounts of employee medical insurance to cross-regional use in the province before the end of this year.
In addition, the briefing also revealed that the maximum payment limit of critical illness insurance will be increased as an incentive for continuous participation and zero reimbursement for the fund; In 2024, the financial subsidy standard for medical insurance for urban and rural residents will be increased by another 30 yuan to 670 yuan per person per year.
Local health insurance bureaus focus on pharmacies "talking"
Recently, the official website of the National Health Insurance Administration issued a document to carry out the "talk" work of designated pharmacies in various places, involving the compliant use of medical insurance funds. Among them, the medical insurance bureaus in Sichuan, Yunnan, Jilin, Guizhou, Hainan and Xinjiang Production and Construction Corps and other regions have strengthened the publicity and guidance of medical insurance-related policies through interviews or warning and reminder meetings of designated retail pharmacies, and continuously strengthened the standardized and rational use of medical insurance funds by store staff.
According to public information, the medical insurance department will maintain a comprehensive and strict tone, and take multiple measures to increase the supervision of designated retail pharmacies. At present, the main supervision methods include: national and provincial flight inspections, intelligent monitoring, special rectification, daily supervision and so on.
There are five main categories of key directions for the supervision of designated pharmacies: the first category is false drug prescribing; the second category is the exchange of drugs; The third category is over-prescribing; The fourth category is to settle medical insurance for other pharmacies; The fifth category is management issues.
Guangzhou can swipe medical insurance online, and the list of the first batch of pharmacies has been released
On the afternoon of July 30, the official WeChat "Guangzhou Medical Insurance" of the Guangzhou Municipal Medical Security Bureau disclosed that since July 31, Guangzhou officially launched the online purchase of non-prescription drugs and medical insurance personal account payment services, and the first batch of 24 medical insurance designated retail pharmacies have been fully connected to the online medical insurance payment system, and the insured people can use their medical insurance personal accounts to pay and settle online purchases of over-the-counter drugs.
For the insured people, in addition to the "Guangdong Medical Insurance" mini program, online medical insurance drug purchase services can also be obtained through Alipay, drug purchase mini programs on WeChat platforms, as well as cooperative online drug purchase services of designated retail pharmacies, such as Ele.me, Meituan, JD.com, etc.
The first batch of 24 pharmacies to operate Guangzhou's online medical insurance drug purchase service are all chain brands with good reputation and service quality in the industry. The preparatory work for the second batch of pharmacies has been fully launched, and the preparations are in full swing, after strict operation verification and evaluation, the coverage will be expanded quickly and orderly, and the number of participating pharmacies will be greatly increased, so that more insured people can easily enjoy the convenience and efficiency of medical insurance services in a wider coverage area.
Pharmacies sell these 3 medicines without a prescription
According to the announcement of the State Food and Drug Administration, a total of three drugs were converted to over-the-counter drugs in July this year, namely naftifen ketoconazole milk, metronidazole vaginal gel and Houttuynia cordata Qinlan mixture.
With the continuous improvement of the mainland drug management system and the implementation of relevant policies, the expansion of "disposing of non-treatment" is forming a situation that benefits many parties.
Varieties that are transferred from prescription drugs to Class B OTC will be withdrawn from the national medical insurance reimbursement system, which can effectively reduce the financial burden of the government; After the drug is changed from prescription drugs to OTC, patients can buy drugs in offline pharmacies and online e-commerce platforms without a doctor's prescription, and the convenience of purchasing drugs has increased. Pharmaceutical companies can broaden their sales channels and increase the popularity and sales of their products. Some drugs flow to retail pharmacies after being transferred to non-terminals, and the retail market expands again.
03
Weekly data report
药店 vs O2O vs B2C渠道（5月报告）
From January to May 2024, the scale of drug sales in China's pharmaceutical retail market reached 206.3 billion yuan, a year-on-year increase of 0.7%. In terms of channels, the scale of retail pharmacies (including O2O) accounted for 87.5%, with a growth rate of -0.2%, and the scale of e-commerce B2C accounted for 12.5%, with a growth rate of 7.3%, driving the growth of the retail market.
The growth rate of e-commerce B2C will continue to increase from February 2024 to 19% by May 2024; As of May 2024, the demand for most categories of e-commerce B2C except for epidemic drugs has increased, and diabetes drugs have performed more prominently, with a growth rate of 100%.
From January to May 2024, the scale of 70% of the city's direct delivery stores will be nearly 4.1 billion, with a growth rate of 20.6%, accounting for 4.2% of pharmacies, an increase of 0.7% year-on-year, and the importance of channels has increased.
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