From cost verification to price reduction discussions, the NDRC's price adjustment plan for a class of fine narcotic drugs is gradually advancing and is likely to be introduced within the year. Affected by this, Renfu Pharmaceutical, Enhua Pharmaceutical and other typical stocks of fine anesthetic drugs have already perceived chilliness in advance. The stock price has dropped by nearly 20% since October.

Wang Xuehai, chairman of Renfu Pharmaceutical, said in an interview with the Great Wisdom News Agency this week that it is not yet clear and unpredictable to predict the timing and magnitude of price cuts. After the Development and Reform Commission announces the plan, the company will announce it in time. Li Jie, chairman of Yichang Renfu, a subsidiary of the company's main narcotics company, also said that he has not received any relevant information at the moment. “General Major is the best, not the best.”

The price reduction of a class of refined pharmaceuticals is expected to approach the "Development and Reform Commission carried out cost verification in July. The Department of Drug Price may review a class of fine anesthetic drugs. The process should be introduced within the year." A person concerned about the price adjustment of drugs pointed out.

GF Securities Research also showed that the recent Development and Reform Commission Price Division, the Narcotic Drug Association and clinical experts are meeting to discuss the price reduction of narcotic drugs. Taking into account the drug settlement period, the price reduction plan may be promulgated during the year.

As a matter left over by the National Development and Reform Commission for drug price adjustment, the price adjustment plan for fine anesthetic drugs has always been the focus of concern in the industry. In January of this year, the Development and Reform Commission launched the 31st drug price reduction to complete the price cuts for the entire category of Medicare-listed drugs, and the price adjustment of a class of fine anesthetic drugs controlled by the government has remained unresolved.

In fact, the industry has long anticipated the price adjustment of a class of fine pharmaceuticals. In September last year, the Development and Reform Commission's Center for Drug Price Review (hereinafter referred to as the “Pharmaceutology and Examining Center”) issued the “List of Companies for the Investigation of Costs of Anaesthetic Drugs and a Class of Psychotropic Drugs”, which is intended for 89 drug substances and preparations for anesthesia and a class of psychotropic drugs. Product Launch Cost Survey.

In May of this year, the Medicines and Drugs Examination Center held a price seminar on a class of hemp essence medicines. According to insiders, the conference was held to pave the way for price adjustments for hemp medicines. It is expected that the price adjustment plan will be introduced in the second half of this year.

According to the list of enterprises engaged in the investigation of the cost of anesthetic drugs and psychotropic drugs, the listed pharmaceutical companies involved in the price adjustment include: Northeast Pharmaceutical, Renfu Pharmaceutical, Peking University Pharmaceutical, Ma Yinglong, Enhua Pharmaceutical, Ziguang Guhan, and Livzon Group. ), China Resources Double Crane, Hengrui Medicine, etc.

Enhua and Renfu suffered setbacks in advance, and the stock price dropped as a representative enterprise of domestic hemp drugs. On the eve of the price reduction of drugs, Renfu Pharmaceutical and Enhua Pharmaceutical have already sensed chilliness in advance. Great wisdom data shows that Renfu Pharmaceutical and Enhua Pharmaceutical have dropped by 21.89% and 19.65% respectively since October, and the Great Wisdom Pharmaceutical Industry Index fell by 7.32% over the same period.

Renfu Renfu Pharmaceutical Co., Ltd.'s subsidiary, Yichang Renfu, is a leading enterprise in narcotic analgesics in China. Its market share of narcotic drugs is as high as 25%, ranking first. Its main fentanyl products (including fentanyl citrate, remifentanil HCl, and sufentanil citrate) belong to a class of controlled anesthetics and are also the focus of market concerns on price reductions. The SW Securities Research Report predicts that the total sales revenue of Forrematfentanil and Sufentanil in Yichang will be approximately 1.25 billion in 13 years. According to a price reduction of 15%, it will affect Renfu Pharmaceutical's net profit of approximately 150 million yuan next year.

In response, Wang Xuehai, chairman of Renfu Pharmaceutical, said in an interview with the Great Wisdom News Agency that it is not yet clear and unpredictable to predict the timing and magnitude of price cuts. After the NDRC has introduced the plan, the company will make a timely announcement. Li Jie, chairman of Yichang Renfu, also said that he has not received any relevant information at the moment. “General Major is the best, not the best.”

In contrast, price cuts have a much smaller impact on Enhua Pharmaceutical. Enhua Pharmaceutical is a leading domestic central nervous company. Its business covers narcotic drugs, psychotropic drugs, and neurological drugs. Its main products, midazolam and etomidate, belong to the category of medical insurance catalog drugs. When the NDRC's 31st drug price cuts The price adjustment has been completed. A person from Enhua Pharmaceutical Company told the Great Wisdom News Agency that he did not hear about the price reduction of a class of fine anesthetic drugs. He pointed out that the company's type of fine anesthetic product is only triazolam and fentanyl, and the sales scale is small, and the price reduction is not expected to have an impact on the company.