4hw.com.cn: how hot is the movie "I am not the God of medicine"? With the popularity of "the God of medicine", the high price of anti-cancer drugs has become one of the hot topics in the society. The national health insurance bureau promotes the price reduction of anti-cancer drugs, and even pushes anti-cancer drugs and generic drugs to the forefront of public opinion.
The first weekend of summer archives is undoubtedly the world of "I am not the God of medicine". Data shows that as of 19:00 on July 8, the cumulative box office of the film reached 1.3 billion yuan on the fourth day of its release.
"I'm not the God of medicine" is a Chinese realistic theme movie adapted from real people. It is directed by young director Wen Muye, supervised by Ning Hao, supervised and starred by Xu Zheng. The film starts from the life of small characters and boldly discusses sensitive topics such as medical treatment and medicine.
With the official release of the film, a variety of reviews have come, including reflection, confusion, empathy, and the most concerned is the huge price difference between the original research drugs and generic drugs.
It is reported that the film "I am not the God of medicine" is based on the case of Lu Yong, which caused a sensation in that year. At the age of 34, Lu Yong was diagnosed with chronic myeloid leukemia. After spending nearly 600000 yuan to take the anticancer drug Gleevec for two years, he changed to an Indian generic drug with a price of only one twentieth of the patent drug.
Until now, similar situations still exist in large numbers. On the one hand, pharmaceutical companies invest a lot of energy and capital in the research and development of new drugs, and the price of patent drugs is particularly expensive; on the other hand, in the Chinese market, because of the patent protection, many drugs are difficult to be imitated, and even when the new drug patent expires, the quality of generic drugs produced by local pharmaceutical companies is uneven & hellip & hellip;
It must be recognized that this situation is gradually improving. At present, China is promoting the development of the pharmaceutical industry in many ways, such as the implementation of zero tariff policy for imported drugs, generic drug consistency evaluation and the reform of the examination and approval system. At the same time, local pharmaceutical companies are also making efforts in new drug research and development.
Market capital focuses on generic drugs and other related listed companies, and the relevant stocks welcome market capital speculation on the first trading day of this week.
National health insurance bureau promotes the price reduction of anticancer drugs
It is learned from the state medical security bureau that all relevant departments are actively implementing the follow-up measures of tax reduction for anticancer drugs and urging them to accelerate the price reduction. For the exclusive anticancer drugs out of the medical insurance catalogue, the relevant departments will carry out access negotiations.
According to the person in charge of the National Health Insurance Bureau, 15 cancer drugs with definite curative effect but relatively expensive price, such as Herceptin, rituximab and Vanke, were included in the medical insurance catalogue through the 2017 medical insurance drug catalogue access negotiation. The vast majority of commonly used and effective drugs have been included in the scope of medical insurance payment. For the anticancer drugs in the catalogue, the next step will be to carry out special bidding procurement, and on the basis of fully considering the impact of tax reduction, realize price reduction through market competition.
For the exclusive anticancer drugs out of the medical insurance catalog, the person in charge pointed out that the relevant departments would carry out access negotiations, and the medical insurance agency and the enterprise would negotiate to determine a reasonable price, which would be included in the catalog, effectively balancing the clinical needs of patients, the reasonable profits of the enterprise and the fund bearing capacity.
In recent years, a series of measures have been taken by relevant departments. In 2017, the proportion of personal expenditure in total health expenditure dropped to 28.8%, 12 percentage points lower than before the new round of medical reform.
Main line of innovative medicine in the next 10 years
Yi Xiaojin, manager of China Sea healthcare fund, said: 'China's pharmaceutical industry is in a critical period of transformation and upgrading, moving forward from a big country of generic drugs to a strong country of generic drugs, and from generic drugs to original research drugs. At present, there are few listed companies with real core technologies and products. '
According to the industrial law, new drug research and development is a typical game for the rich. According to the data in 2017, the threshold of R & D investment in top 100 pharmaceutical listed companies is 50 million yuan, which has exceeded the profit volume of many small and medium-sized companies. Therefore, when looking for investment targets, we can select investment targets according to the R & D cost, R & D efficiency, product pipeline under research and other indicators. '
Zhang Yifu, manager of the medical health fund of Shanghai Investment Morgan, thinks that 'since this year, the development environment of the pharmaceutical industry has greatly improved, the state has accelerated the approval speed of innovative drugs, and the support of medical insurance for innovative drugs is also strengthened, which makes some pharmaceutical enterprises with strong innovation ability play their advantages. In the past, the gap between enterprises with strong innovation ability and enterprises with weak innovation ability was not large, which to a certain extent also hindered the overall performance of the industry. The improvement of policy environment will also help good enterprises to widen the gap and get more development space. '
'in the future, it will be more important to select individual stocks. After all, the endogenous growth of enterprises is the core factor of real long-term growth. If investors start to focus on the pharmaceutical industry last year, they will find that almost all pharmaceutical companies have new business layout, new stories and growth expectations. However, it needs to be distinguished that some companies have been working for ten years, while some are just starting. From the beginning of layout to reflecting performance, it usually takes five years to observe. For investors, we need to think more about the long term and study more carefully. '
Jiang xiulei, manager of RONGTONG medical and health fund, said: 'in 2017, we began to vigorously encourage the listing of innovative drugs. In terms of institutional reform, we have also opened up many green channels for the approval of innovative drugs, which has been accelerated a lot. With the deepening of drug administration reform, CFDA has comprehensively learned from FDA and launched a series of measures such as MAH, priority review, etc., creating a better regulatory environment for the subsequent approval of innovative drugs. '
In view of the future development of innovative drugs, Jiang xiulei further said, "as of the end of the first quarter, the number of domestic new drugs with new structure in 2018 has been 104, and the number of applications for approval last year was only 131. This shows that the enthusiasm of domestic enterprises in R & D innovation is greatly improved. From 2015 to 2017, representatives of independent innovative drugs, such as exetinib, apatinib, and conbercept, have successively achieved commercial success. In 2018, independent innovative drugs will usher in the first year of outbreak driven by the varieties of androtinib, pyrrolidine and PD-1. The explosive increase in the number of ind (clinical research applications for new drugs) will ensure the long-term output of independent innovative drugs. '
Jiang also said that 'looking into the future, under the influence of the policy of stimulating the export of medicine, independent innovative drugs will take the first step of internationalization from 2019 to 2020. Innovative drugs will become the most important and flexible main line of domestic pharmaceutical investment in the next decade. '