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第二批國家組織藥品集採啟動,留意醫藥板塊機會

11月27日,國家組織藥品集中採購和使用聯合採購辦公室下發文件,要求各省、自治區、直轄市、新疆生產建設兵團醫療保障局統計匯總本地區公立醫療機構35個藥品的相關資料,包括採購數量、最低有效採購價等。12月6日,聯採辦召開了藥品集中採購工作座談會,參加此次會議的企業即為以上35個藥品的相關生產企業,共涉及120家左右。

後經專家論證,第二批國家組織藥品集採選擇了33個品種,覆蓋糖尿病、高血壓、抗腫瘤和罕見病等治療領域,涉及100多家醫藥生產企業。根據各聯盟地區報送的數據,此次採購量基數為124億片(袋/支),各品種的約定採購量為採購量基數的50%至80%,根據中選企業數量確定。按照集中採購工作安排,2020年1月17日將開標產生擬中選結果,全國各地患者將於明年4月份用上第二批集中帶量採購中選藥品。

第二批國家組織藥品集采堅持「4+7」試點及擴圍的基本原則、主要政策和組織操作模式,並進一步完善相關規則,推進藥品集中帶量採購制度的常態化,不再選擇部分城市試點,一次招采即在全國同步實施。同時,堅持“國家組織、聯盟采購、平台操作”工作機製,堅持平台操作的專業化和穩定性,由上海市醫藥集中招標采購事務管理所負責具體實施。建議關注翰森制药(3692.HK)、亞盛醫藥(6855.HK)、藥明生物(2269.HK)等。

撰稿: 段煉研究分析員
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