On March 5, the "Opinions of the CPC Central Committee and the State Council on Deepening the Reform of the Medical Security System" (hereinafter referred to as "Opinions") was issued. The "Opinions" set forth the goals and tasks of China's medical reform in the next 5-10 years.
Industry insiders told the Securities Daily reporter: "As a programmatic document for medical reform, the" Opinions "clearly define the key development directions of medical reform in the next 5-10 years."
The outbreak of the new crown pneumonia epidemic has aroused widespread concern about the "new infrastructure" of the medical industry. An investor told the Securities Daily reporter that the outbreak exposed some shortcomings in China's medical system and believes that the country will promote the sound development of the medical and pharmaceutical fields, and this area is expected to show a substantial growth trend. Development opportunities in some sub-sectors, such as medical informatization construction and "Internet +" medical care, are expected.
Volume purchase is expected to expand in a wider range
"In the context of medical insurance control costs, the status of procurement bodies of medical institutions has become increasingly prominent, which will greatly stimulate the enthusiasm of medical institutions to participate in centralized procurement. In addition, the importance of material management such as hospital drugs and consumables will become more prominent and the use will be more standardized. "Guo Qiyong, chief expert of Wanghai Kangxin and president of the research institute, said in an interview with the Securities Daily reporter.
It is understood that the "Opinions" includes 28 parts in 8 parts, forming a "1 + 4 + 2" overall reform framework and promoting the reform of the medical insurance system. The Opinions promote the diversification of medical insurance payment methods based on disease payment, deepen the reform of the collection and collection system for drugs and medical consumables, support the development and use of high-quality generic drugs, promote the substitution of generic drugs, and treat the prices of drugs and high-value medical consumables. High, speed up commercial health insurance and other aspects to provide guidance.
In response to topics such as volume purchases, Shi Lichen, founder of Beijing Dingchen Management Consulting Co., Ltd., told the Securities Daily reporter that centralized volume purchases of pharmaceuticals and high-value consumables will be launched on a large scale. Price reduction in the policy-based pharmaceutical market is still the general trend. Generic drugs The high gross profit margin will bid farewell to the historical stage. The release of the "Opinions" once again made it clear that the centralized procurement of medicines and consumables will be promoted to a greater extent.
"In the past, tape purchases were conducted on drugs that passed the consistency evaluation of generic drugs. It may be possible to break through this limitation in the future." According to Shi Lichen, different from previous drug price negotiations and tape purchases, the state-led tape purchases, The follow-up and implementation of provincial departments will become the general trend.
Guo Qiyong said that the next direction of centralized procurement is to adhere to the combination of recruitment and procurement, linking price with price, and comprehensively implement centralized procurement of drugs and medical consumables. Based on medical insurance payment, establish a provincial-level bidding and procurement platform that integrates bidding, procurement, trading, settlement, and supervision, and promote the establishment of a regional and national alliance procurement mechanism to form a fully competitive, reasonable and orderly supply guarantee system . Promote the direct settlement of medical insurance funds and pharmaceutical companies, and improve the coordination mechanism of medical insurance payment standards and centralized procurement prices.
"Internet +" medical station on the air outlet
In the face of the new crown pneumonia epidemic, "Internet +" medical care has played an important role in addressing the medical needs of ordinary people, especially in patients with chronic diseases.
At the same time, "Internet +" medical care has also received policy support. The "Guidelines on Promoting the Development of" Internet Plus "Medical Insurance Services During the Prevention and Control of the New Coronary Pneumonia Epidemic" (referred to as the "Guiding Opinions") issued on March 2 stated that eligible "Internet Plus" medical service fees should be included in the scope of medical insurance payment. In the next step, the National Medical Insurance Bureau and the National Health and Health Commission will closely follow the guidance and summarize the practices in various places in a timely manner, include more qualified "Internet +" medical services into the scope of medical insurance payments, and support designated medical institutions to provide "invisible" medical treatment. Drug purchase services to meet people's medical needs in a timely manner.
This time, "Internet +" medical care was mentioned many times in the "Guiding Opinions", which specifically includes exploring the implementation of cross-regional fund budget pilots, including the scope of medical insurance agreement management, and enhancing the availability of medical services.
Soochow Securities believes that the national level affirms the status and role of Internet medical care, and encourages the advancement of prescription pharmacies to obtain medicines and medical electronics. The development of the Internet medical industry is expected to usher in an inflection point.
"In the past, infrastructure such as Internet speeds restricted the development of" Internet + "medical treatment. With the advancement of 5G construction, telemedicine is expected to accelerate development." Shi Lichen believes.
Many brokerage research reports believe that including Ali Health and Ping An Good Doctor are expected to become beneficiaries of "Internet +" medical treatment. Data show that as of March 6, since October of last year, Ali Health's stock price has doubled. And Ping An Good Doctor's stock price rose more than 70%.
Medical information construction is expected to accelerate
Guo Qiyong said that the new intentions of the "Opinions" are "promoting standardization and informatization at a high starting point" and "establishing an effective and efficient medical insurance payment mechanism."
The "Opinions" proposes a high starting point to promote standardization and information construction. Unify medical security business standards and technical standards, establish a nationwide unified, efficient, compatible, convenient, and secure medical security information system, achieve national medical security information interconnectivity, and strengthen the orderly sharing of data.
"First of all, medical insurance will establish national unified business standards and technical standards, and establish a national medical security information system. This is inseparable from the support of advanced information technology and big data. Second, public health services will become another focus of medical insurance, public health services. The network construction is inseparable from the integration and analysis of the basic information and data of the insured, which requires the support of advanced information technology and big data. Finally, medical insurance will establish an effective and efficient medical insurance payment mechanism and vigorously promote the reform of payment methods. It is also necessary to rely on big data to provide relevant information as a support for reform. "Guo Qiyong told reporters.
Guoyuan Securities believes that after SARS in 2003, the country invested heavily in public health construction and invested more than 10 billion yuan in 7 years. The prevention and control of the new crown pneumonia epidemic shows that there is still room for further improvement in the areas of public health platform and medical institution data interconnection. The construction of the public health system in the next three to five years is expected to usher in a new round of peaks.