华东医药(000963.SZ):百令胶囊和阿卡波糖咀嚼片医保谈判成功
格隆汇12月29日丨华东医药(000963.SZ)公布,2020年12月28日国家医保局、人力资源社会保障部发布了《国家基本医疗保险、工伤保险和生育保险药品目录(2020年)》通知,并公布了相关参与医保降价谈判及准入产品的支付价格标准。公司全资子公司杭州中美华东制药有限公司(“中美华东”)的百令胶囊和阿卡波糖咀嚼片分别参与了此次国家医保局的医保支付标准及医保续约谈判并均谈判成功。
根据公布谈判结果,中美华东的百令胶囊的新医保支付标准分别为1.03元(0.5g/粒)及0.51元(0.2g/粒),分别比目前全国最低省级医保支付价格降低33%及33.8%;阿卡波糖咀嚼片医保续约后的新医保支付标准为0.465元(50mg/片),比之前的国家医保支付价格降低38%。此次医保支付价格调整于2021年3月1日生效。
此次百令胶囊医保新支付标准的调整和阿卡波糖咀嚼片成功续约后,中美华东百令胶囊和阿卡波糖咀嚼片目前的全国售价会相应调整至新医保支付标准水平。公司认为百令胶囊产品在自费市场潜力巨大,此次降价后将进一步提高患者用药的经济性和可及性,惠及更多患者。公司今后将通过积极举措,抓住降价后用药需求增长的机会,继续深化百令胶囊在广阔区域和慢病治疗领域细分市场覆盖,推动该产品的用药人群数量和销量在现有基础上进一步增长。
除以上两个产品外,公司控股子公司的其他已纳入国家医保目录的产品此次未发生医保准入变动及价格调整。
因上述产品医保支付价格调整于2021年3月1日起正式执行,不会对公司2020年的经营业绩构成重大影响。正式执行后将有利于未来产品的销量增长,对公司今后经营业绩的影响暂无法估计。
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