1、 Clear policy direction and time limit for completion
Recently, the general office of the State Council issued the reform plan for the management of high value medical consumables. In the next 1-2 years, it will straighten out the price system of high value medical consumables, improve the whole process supervision and management of high value medical consumables, purify the market environment and medical service practice environment of high value medical consumables, and constantly regulate the high value medical consumables industry. The document focuses on improving the price formation mechanism and reducing the false high price of high-value medical consumables, including unifying the coding system and information platform, implementing the medical insurance access and dynamic adjustment of the catalog, improving the classified centralized procurement method, canceling the medical consumables bonus, and formulating the medical insurance payment policy. According to the policy plan, by the end of 2019, the first batch of key governance lists will be completed, centralized procurement of high-value medical consumables will be started, and the mark up of medical consumables will be cancelled. In 2020, the classification and coding of high-value medical consumables in national medical insurance will be formulated and unified, the price monitoring and centralized procurement management platform of high-value medical consumables will be established, the basic medical insurance access system of high-value medical consumables will be established, and the circulation management will be strengthened And so on.
2、 Consumables price is the trend, independent innovation can maintain the competitiveness of the company's products
We believe that for high-value medical consumables, price reduction is the general trend, in line with the policy direction. Centralized procurement is a game among hospitals, product providers, distributors and distributors. The core point is still the product itself. If the product is highly standardized, with small differences and lack of innovation, it will face greater pressure of price reduction. However, for the distribution oriented enterprises, on the one hand, the distributors are the firewall of price reduction and bear the brunt of price reduction On the other hand, through R & D and innovation, enterprises can achieve product upgrading iteration, new and old alternation, seek new pricing for innovative products, and maintain the company's overall gross profit rate and net profit rate, which is also the direction of policy support. For new technology products, accelerate the registration and approval, and timely add them into the medical insurance catalog. Therefore, the price reduction of high-value medical consumables has a relatively small and moderate short-term impact on the manufacturers, and encourages more innovative enterprises. It is suggested to pay attention to enterprises with independent innovation products: Lepu medical, minimally invasive medical, etc.
3、 IVD does not fall within the scope of this policy
IVD and medical imaging equipment belong to the cost of hospital, which is highly market-oriented and does not belong to the scope of the policy. Medical devices include high-value medical consumables, IVD, medical imaging equipment, etc. this policy refers to high-value medical consumables, excluding IVD and medical imaging equipment. IVD and medical imaging equipment belong to hospital cost, which is different from the charging mode of high-value consumables. Medical service charges, while medical insurance pays for medical service price, not directly for consumables price. The purchase of IVD and medical imaging equipment is not directly related to medical insurance, which is based on the needs of hospital departments, financial allocation and hospital income. It is suggested to pay attention to the enterprises that are less disturbed by the policy: Antu biological, aide biological, Mindray medical, Mike biological, Wanfu biological, etc.
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Medical device industry: implementation of high value consumables reform plan and improvement of industry standard
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