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大猫78
04-06
超不过,体量不一样,我这么认为
大猫78
2023-01-09
国际顶级药企又不傻
抱歉,原内容已删除
大猫78
2018-10-24
$美光科技(MU)$我去这是要往哪里跌啊,43拿着到现在就没赚过
大猫78
2018-09-25
$美光科技(MU)$这股不分红的啊?
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18:08","market":"us","language":"zh","title":"辉瑞新冠药医保谈判失败,到底报了什么价?","url":"https://stock-news.laohu8.com/highlight/detail?id=1197033309","media":"棱镜","summary":"“灵魂砍价”在改进,但辉瑞还是不接招。","content":"<html><head></head><body><p>作者:陈方</p><p>一年一度的医保谈判1月8日结束后,国家医保局一反常态,立刻公布了社会关注度很高的新冠药物谈判结果——<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>新冠药Paxlovid因为“报价高”,谈判失败。</p><p>有消息灵通人士透露,辉瑞实际的报价是600多元,但应当距离国家医保局的底线还比较远。</p><p>根据今年最新的医保谈判规则,如果企业的报价落入医保局设定底价的115%之内,例如底价为100元,企业报出115元,医保谈判专家会向企业明说,引导企业进一步降到100以内。这样可以省去双方互猜的焦灼过程。</p><p>“灵魂砍价”在改进,但辉瑞还是不接招。</p><p>作者从知情者处了解到,原本2022年12月举行的医保谈判因疫情而延期,在1月5日正式开始前,国家医保局其实已经与重点谈判对象先期接触过。辉瑞新冠药没谈成,应该不是当场报价差几十块钱的问题。</p><p>1月5日谈判开启前就有风声传出,辉瑞方面的报价可能在700-800元之间。根据这些传闻的数据和新版谈判规则大体推断,国家医保局对新冠药Paxlovid的底价可能在500元以下,而且极可能更低。</p><p>这是一个让辉瑞公司和国家医保局都很不舒服的价格落差。</p><p><b>还没做好谈判准备的新冠药?</b></p><p>1月7日,蹲守在北京人大会议中心门口的媒体敏锐地发现,辉瑞的谈判代表谈了整整4小时。</p><p>今年的医保“灵魂砍价”在1月5日正式拉开帷幕,8日结束。每天9点前,参加上午组谈判的企业代表会提前到场等候,这也是现场媒体能接近他们的唯一渠道。一般谈完后,企业代表都是匆匆离场,国家医保局要求他们对谈判结果绝对保密。</p><p>辉瑞公司参加谈判的代表、负责市场准入的中国区副总裁钱云被认出来,实在不怪媒体眼尖:现场就她拿了一个带有辉瑞英文名“Pfizer”字样的文件袋。</p><p>据蹲守的多家媒体披露,钱云是下午1点21分离开谈判现场的,距离下午场谈判开场只有不到10分钟了,一共谈了四个多小时。而前几天的谈判,每家基本50分钟就谈完了。</p><p>外界无从知晓辉瑞和医保局谈判专家4个小时都谈了些什么,毕竟今年辉瑞有11款药物有资格参加医保谈判,包括乳腺癌药物“爱博新”、治疗白血病的ADC药物奥加伊妥珠单抗等。新冠药并不是辉瑞最重要的谈判对象。</p><p>其实,留给辉瑞制定Paxlovid谈判策略的时间也很短。去年9月份公布谈判预审名单后,谁也没有在意辉瑞新冠药Paxlovid,行业的注意力都集中在两款国产PD-1和进口天价的罕见病药物上。</p><p>去年70万的天价药砍到3万多元的名场面令人记忆犹新。按照国家医保局“不放弃每一个小群体”的理念,今年几款年治疗费用百万元以上的罕见病药物自然是“出戏”的重头。</p><p>只是没想到,去年12月疫情管控放开后,辉瑞新冠药一夜之间从默默无闻到天下皆知。一药难求、黄牛卖到15000元一盒,这款药甚至还没来得及起一个中文商品名,就被捧上了舆论的风口。</p><p>在这种局面下,辉瑞很难快速预测2023年中国市场的实际需求,并给出一个合适的价格。</p><p><b>上百亿医保基金难以负担</b></p><p>参加医保谈判的企业,诉求各不相同。1月5日,有谈判代表告诉作者:“公司下的死命令是必须谈成。”</p><p>当他报出的价格明确落入医保局设定的“115%准入线”之后,他长舒一口气,直接跟谈判专家说:“就按你们的价格来吧,我们完全接受。”</p><p>这下把谈判专家弄得哭笑不得。按规定,价格都是企业自己报的,比底价低一分钱,医保基金都有可能省下成百上千万元。而作为企业,当然希望猜准医保局的底线,争取最大利益。</p><p>辉瑞不可能猜到医保的底线。疫情突然,谁都不知道2023年会怎样,国家医保局也没法完全预估今年需要多少新冠药。</p><p>如今,北上广深等一线城市基本度过了感染高峰,粗略估计全国感染率接近50%。如果按照辉瑞新冠药“65岁以上、患有基础疾病”的适用人群,全国至少有1亿老人需要备上Paxlovid。这还只是应对一次感染潮。</p><p>要是真的以600元一盒的价格进医保,Paxlovid可能创下中国单一药品年销售额记录,届时医保负担会非常沉重。</p><p>中国虽然是医药大国,但药价整体不高,单一独家药品年销售额超过10亿元,就已经是很不错的成绩。连花清瘟2021年销售额超40亿、2022年上半年超25亿,几乎就是药品销售“天花板”,绝大部分还都是自费购买。</p><p>国家医保局必然不允许一款药物占据几百亿医保基金。</p><p>辉瑞的让步也非常有限。在美国,Paxlovid属于政府采购,核算下来美国的采购价是一盒530美元。此前Paxlovid在中国的销售价为2300元,后降至1890元。考虑到中美两国经济水平差异和药品定价规则,这是比较合理的价格。</p><p>有外资药企的人士告诉作者:“跨国公司全球定价,不仅要考虑盈利,更要考虑国与国之间的利益平衡。前几年不少进口药‘灵魂砍价’都砍不下来,就是考虑到即使大幅降价,中国市场容量也有限,反倒破坏了药品的全球价格体系。”</p><p>1890元这对辉瑞来说已经伤筋动骨,而医保局的价格舒适区间极有可能在200元以内。中间的差距极大。</p><p>这使得辉瑞和医保局双方的博弈完全没了准心。</p><p><b>大量供应也是难题</b></p><p>辉瑞也有担忧:中国疫情发展至今,未来需要多少Paxlovid很难说清楚。</p><p>在全球范围,辉瑞其实早就从新冠药上赚得盆满钵满了。公开的财务数据显示,2022年一到三季度,辉瑞全球Paxlovid销售额累计为170.8亿美元。</p><p>这些药基本都在国外生产,最大的生产基地在美国密歇根州卡拉马祖市。但药品所需原料则很大一部分来自于中国的供应商。目前国内的Paxlovid也都是全进口,辉瑞尚未授权国内企业生产。有消息称辉瑞有意向国内企业开放生产授权,但这一消息未经证实。</p><p>和iPhone手机一样,辉瑞新冠药也是全球化合作的产物。原料在中国、印度、南非等国、制剂生产在美国、使用者在全世界。这使得辉瑞公司难以根据某一国的需求,快速调整其生产能力。</p><p>即便辉瑞开足马力,决心为中国生产便宜的Paxlovid,跨境物流、进口手续等中间环节也会阻碍药品流通效率。</p><p>在中国,Paxlovid授权“<a href=\"https://laohu8.com/S/600056\">中国医药</a>健康产业股份有限公司”作为总代理商,这家公司虽然也是中央级全国性流通企业,但覆盖范围和经营体量实在太小,远不如国药集团。</p><p>辉瑞清楚,自己如果接受国家医保局的底价,未来必然要以很低的价格供应中国市场。到时候全球原料组织、生产、进出口程序、国内药品分发流程,每个环节都会成为堵点。药价是便宜了,可中国<a href=\"https://laohu8.com/S/603883\">老百姓</a>用不上,到时候也会有很多问题。</p><p>中国并不是没有进医保的新冠口服药。1月8日国家医保局披露,阿兹夫定谈判成功,这是中国本土研发的小分子口服药物。医保局在握有一个选择权的基础上,也不会太过于逼迫辉瑞。</p><p>客观的说,辉瑞Paxlovid继续卖1890元的高价,用价格阻拦大部分需求;同时医保内有低价的国产新冠药,满足大部分老百姓的治疗需求,这也是国家医保局乐于看到的局面。</p><p>按规定,目前辉瑞新冠药的临时医保报销政策执行到3月31日,此后患者需自费购买。</p></body></html>","source":"lsy1567649364423","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>辉瑞新冠药医保谈判失败,到底报了什么价?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n辉瑞新冠药医保谈判失败,到底报了什么价?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 18:08 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzA3MTY0MTQzNg==&mid=2650262605&idx=1&sn=c625f6dc2772bc3bd62ff44928d66bb2&chksm=87291c7eb05e956864fab3f4a1344fd4527c1720b35213fd5335d2d3cf4b52a7280a176efa47&scene=0&xtrack=1><strong>棱镜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:陈方一年一度的医保谈判1月8日结束后,国家医保局一反常态,立刻公布了社会关注度很高的新冠药物谈判结果——辉瑞新冠药Paxlovid因为“报价高”,谈判失败。有消息灵通人士透露,辉瑞实际的报价是600多元,但应当距离国家医保局的底线还比较远。根据今年最新的医保谈判规则,如果企业的报价落入医保局设定底价的115%之内,例如底价为100元,企业报出115元,医保谈判专家会向企业明说,引导企业进一步...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA3MTY0MTQzNg==&mid=2650262605&idx=1&sn=c625f6dc2772bc3bd62ff44928d66bb2&chksm=87291c7eb05e956864fab3f4a1344fd4527c1720b35213fd5335d2d3cf4b52a7280a176efa47&scene=0&xtrack=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7466466a85aac2780ca50ae655cda5d9","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzA3MTY0MTQzNg==&mid=2650262605&idx=1&sn=c625f6dc2772bc3bd62ff44928d66bb2&chksm=87291c7eb05e956864fab3f4a1344fd4527c1720b35213fd5335d2d3cf4b52a7280a176efa47&scene=0&xtrack=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197033309","content_text":"作者:陈方一年一度的医保谈判1月8日结束后,国家医保局一反常态,立刻公布了社会关注度很高的新冠药物谈判结果——辉瑞新冠药Paxlovid因为“报价高”,谈判失败。有消息灵通人士透露,辉瑞实际的报价是600多元,但应当距离国家医保局的底线还比较远。根据今年最新的医保谈判规则,如果企业的报价落入医保局设定底价的115%之内,例如底价为100元,企业报出115元,医保谈判专家会向企业明说,引导企业进一步降到100以内。这样可以省去双方互猜的焦灼过程。“灵魂砍价”在改进,但辉瑞还是不接招。作者从知情者处了解到,原本2022年12月举行的医保谈判因疫情而延期,在1月5日正式开始前,国家医保局其实已经与重点谈判对象先期接触过。辉瑞新冠药没谈成,应该不是当场报价差几十块钱的问题。1月5日谈判开启前就有风声传出,辉瑞方面的报价可能在700-800元之间。根据这些传闻的数据和新版谈判规则大体推断,国家医保局对新冠药Paxlovid的底价可能在500元以下,而且极可能更低。这是一个让辉瑞公司和国家医保局都很不舒服的价格落差。还没做好谈判准备的新冠药?1月7日,蹲守在北京人大会议中心门口的媒体敏锐地发现,辉瑞的谈判代表谈了整整4小时。今年的医保“灵魂砍价”在1月5日正式拉开帷幕,8日结束。每天9点前,参加上午组谈判的企业代表会提前到场等候,这也是现场媒体能接近他们的唯一渠道。一般谈完后,企业代表都是匆匆离场,国家医保局要求他们对谈判结果绝对保密。辉瑞公司参加谈判的代表、负责市场准入的中国区副总裁钱云被认出来,实在不怪媒体眼尖:现场就她拿了一个带有辉瑞英文名“Pfizer”字样的文件袋。据蹲守的多家媒体披露,钱云是下午1点21分离开谈判现场的,距离下午场谈判开场只有不到10分钟了,一共谈了四个多小时。而前几天的谈判,每家基本50分钟就谈完了。外界无从知晓辉瑞和医保局谈判专家4个小时都谈了些什么,毕竟今年辉瑞有11款药物有资格参加医保谈判,包括乳腺癌药物“爱博新”、治疗白血病的ADC药物奥加伊妥珠单抗等。新冠药并不是辉瑞最重要的谈判对象。其实,留给辉瑞制定Paxlovid谈判策略的时间也很短。去年9月份公布谈判预审名单后,谁也没有在意辉瑞新冠药Paxlovid,行业的注意力都集中在两款国产PD-1和进口天价的罕见病药物上。去年70万的天价药砍到3万多元的名场面令人记忆犹新。按照国家医保局“不放弃每一个小群体”的理念,今年几款年治疗费用百万元以上的罕见病药物自然是“出戏”的重头。只是没想到,去年12月疫情管控放开后,辉瑞新冠药一夜之间从默默无闻到天下皆知。一药难求、黄牛卖到15000元一盒,这款药甚至还没来得及起一个中文商品名,就被捧上了舆论的风口。在这种局面下,辉瑞很难快速预测2023年中国市场的实际需求,并给出一个合适的价格。上百亿医保基金难以负担参加医保谈判的企业,诉求各不相同。1月5日,有谈判代表告诉作者:“公司下的死命令是必须谈成。”当他报出的价格明确落入医保局设定的“115%准入线”之后,他长舒一口气,直接跟谈判专家说:“就按你们的价格来吧,我们完全接受。”这下把谈判专家弄得哭笑不得。按规定,价格都是企业自己报的,比底价低一分钱,医保基金都有可能省下成百上千万元。而作为企业,当然希望猜准医保局的底线,争取最大利益。辉瑞不可能猜到医保的底线。疫情突然,谁都不知道2023年会怎样,国家医保局也没法完全预估今年需要多少新冠药。如今,北上广深等一线城市基本度过了感染高峰,粗略估计全国感染率接近50%。如果按照辉瑞新冠药“65岁以上、患有基础疾病”的适用人群,全国至少有1亿老人需要备上Paxlovid。这还只是应对一次感染潮。要是真的以600元一盒的价格进医保,Paxlovid可能创下中国单一药品年销售额记录,届时医保负担会非常沉重。中国虽然是医药大国,但药价整体不高,单一独家药品年销售额超过10亿元,就已经是很不错的成绩。连花清瘟2021年销售额超40亿、2022年上半年超25亿,几乎就是药品销售“天花板”,绝大部分还都是自费购买。国家医保局必然不允许一款药物占据几百亿医保基金。辉瑞的让步也非常有限。在美国,Paxlovid属于政府采购,核算下来美国的采购价是一盒530美元。此前Paxlovid在中国的销售价为2300元,后降至1890元。考虑到中美两国经济水平差异和药品定价规则,这是比较合理的价格。有外资药企的人士告诉作者:“跨国公司全球定价,不仅要考虑盈利,更要考虑国与国之间的利益平衡。前几年不少进口药‘灵魂砍价’都砍不下来,就是考虑到即使大幅降价,中国市场容量也有限,反倒破坏了药品的全球价格体系。”1890元这对辉瑞来说已经伤筋动骨,而医保局的价格舒适区间极有可能在200元以内。中间的差距极大。这使得辉瑞和医保局双方的博弈完全没了准心。大量供应也是难题辉瑞也有担忧:中国疫情发展至今,未来需要多少Paxlovid很难说清楚。在全球范围,辉瑞其实早就从新冠药上赚得盆满钵满了。公开的财务数据显示,2022年一到三季度,辉瑞全球Paxlovid销售额累计为170.8亿美元。这些药基本都在国外生产,最大的生产基地在美国密歇根州卡拉马祖市。但药品所需原料则很大一部分来自于中国的供应商。目前国内的Paxlovid也都是全进口,辉瑞尚未授权国内企业生产。有消息称辉瑞有意向国内企业开放生产授权,但这一消息未经证实。和iPhone手机一样,辉瑞新冠药也是全球化合作的产物。原料在中国、印度、南非等国、制剂生产在美国、使用者在全世界。这使得辉瑞公司难以根据某一国的需求,快速调整其生产能力。即便辉瑞开足马力,决心为中国生产便宜的Paxlovid,跨境物流、进口手续等中间环节也会阻碍药品流通效率。在中国,Paxlovid授权“中国医药健康产业股份有限公司”作为总代理商,这家公司虽然也是中央级全国性流通企业,但覆盖范围和经营体量实在太小,远不如国药集团。辉瑞清楚,自己如果接受国家医保局的底价,未来必然要以很低的价格供应中国市场。到时候全球原料组织、生产、进出口程序、国内药品分发流程,每个环节都会成为堵点。药价是便宜了,可中国老百姓用不上,到时候也会有很多问题。中国并不是没有进医保的新冠口服药。1月8日国家医保局披露,阿兹夫定谈判成功,这是中国本土研发的小分子口服药物。医保局在握有一个选择权的基础上,也不会太过于逼迫辉瑞。客观的说,辉瑞Paxlovid继续卖1890元的高价,用价格阻拦大部分需求;同时医保内有低价的国产新冠药,满足大部分老百姓的治疗需求,这也是国家医保局乐于看到的局面。按规定,目前辉瑞新冠药的临时医保报销政策执行到3月31日,此后患者需自费购买。","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313654,"gmtCreate":1540390949870,"gmtModify":1704778590873,"author":{"id":"3481283672760536","authorId":"3481283672760536","authorIdStr":"3481283672760536","name":"大猫78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$美光科技(MU)$我去这是要往哪里跌啊,43拿着到现在就没赚过","listText":"$美光科技(MU)$我去这是要往哪里跌啊,43拿着到现在就没赚过","text":"$美光科技(MU)$我去这是要往哪里跌啊,43拿着到现在就没赚过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313654","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292107715064096,"gmtCreate":1712341247512,"gmtModify":1712341250316,"author":{"id":"3481283672760536","authorId":"3481283672760536","authorIdStr":"3481283672760536","name":"大猫78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"超不过,体量不一样,我这么认为","listText":"超不过,体量不一样,我这么认为","text":"超不过,体量不一样,我这么认为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292107715064096","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}