1. Volume of open coronary drug-coated balloons in 12 provinces including Jiangsu
Yesterday (September 23). The Jiangsu Provincial Medical Security Bureau issued the "Announcement on the Procurement of the Volume of Coronary Drug-Coated Balloons of the Interprovincial Alliance (1)". The announcement shows: According to the work arrangement of the National Medical Insurance Bureau, Jiangsu Province, Shanxi Province, Fujian Province, Hubei Province, Hunan Province, Hainan Province, Chongqing City, Guizhou Province, Yunnan Province, Gansu Province, Xinjiang Uygur Autonomous Region, Xinjiang Production and Construction Corps formed an alliance , To establish the "Procurement Office for Coronary Drug Coating Balloons of the Inter-provincial Alliance" to carry out mass procurement on behalf of medical institutions in various provinces (including autonomous regions and municipalities, the same below).
The top 10 national medical insurance medical consumables classification and code for coronary drug-coated balloons that are being purchased are C020206002. All public medical institutions (including military medical institutions) in the alliance area that have the qualifications to purchase related operations should participate as required. Medical device registrants (filers) who have obtained the legal qualifications of coronary drug-coated balloons before the deadline for enterprise application can meet the requirements of centralized and volume procurement in terms of quality standards, production capacity, supply stability, and corporate credit. join.
In principle, the agreed procurement volume of this alliance's volume procurement shall not be less than that of 2021 (the annual consumption is calculated based on the average monthly procurement volume of the previous 8 months) within the alliance with correspondingly qualified public medical institutions and voluntarily participating medical insurance designated social medical institutions 90% of agency purchases. The procurement cycle is one year, and it can be extended by one year according to procurement and supply conditions after expiration.
2. The use of medicine balls increased after the centralized procurement of stents, and joint procurement was further deployed
On September 16, the National Organization for High-Value Medical Consumables Joint Procurement Office disclosed the main status of the implementation of the results of the centralized procurement of coronary stents since January 2021.
The "National Organization for the Stable Implementation of Centralized Procurement of Coronary Stents and Sufficient Supply of Selected Products" shows that some new developments in the reform process are worthy of attention, including "the rapid increase in the use of high-priced drug balloons in some hospitals." Monitoring found that after the price reduction of coronary stents, although the total amount of drug balloons used was not large, the growth rate was very fast. This has a reasonable increase in clinical development, but considering that the price of drug balloons is around 20,000 yuan, others are not excluded. Caused by abnormal factors.
In response, the United Procurement Office proposed: "Regulate the use of drug balloons, work with relevant departments to regulate the use of drug balloons, promote local drug balloon collections, and strengthen supervision of medical institutions that use drug balloons abnormally. Letters should be issued when necessary. Inquiry and interview".
Regarding the phenomenon that the use of drug balloons after the collection of heart stents has increased significantly, a doctor from the Department of Cardiology of Shanghai Top 3 Hospital once analyzed: “For some operations where stents can also be used with drug balloons, doctors tend to be more inclined after collection. Use a drug balloon; or in a critical state where the stent can be placed or not, the balloon will be used more.” Obviously, the national level has caught this problem, and the Jiangsu 12-province alliance responded after the joint procurement spokesperson.
3. At present, the procurement of medicine balls has been implemented in many places across the country
The drug balloon will become a variety that will be completed nationwide after coronary stents and artificial joints. Before the Jiangsu 12-province alliance, many places across the country started the work of taking medicine balls.
Zhejiang. In August 2020, Zhejiang Province launched the first batch of procurement of medical consumables for coronary intervention balloons and orthopedic hip joints. Among them, the medicine ball group was selected for products from companies such as Braun, Lepu, Kadenuo, Liaoning Yinyi, and Shanghai Shenqi.
Guangdong Regional Alliance. In December 2020, the seven provincial alliances of Guangdong, Jiangxi, Henan, Guangxi, Ningxia, Qinghai, and Shaanxi completed the procurement of balloon products. The historical average price of the selected drug balloons in Guangdong Province was 23748.09 yuan/piece, an average drop of 44.45%, the highest drop of 52.84%, and the lowest drop of 32.29%.
Shanghai brings the amount of linkage. In May 2021, Shanghai will carry out the centralized procurement of rapid-exchange coronary balloon dilatation catheters and coronary balloon drug-coated catheters. The price linkage based on volume-price linkage is implemented in this centralized purchase with volume. The selected prices in other provinces (cities) in centralized purchases with volume are selected as the selection basis. If there is no price, the price comparison of the same brand will be used as the benchmark.
Beijing brings the amount of linkage. In June 2021, Beijing purchased coronary drug balloons with C02020600200001 and C02020600200002 in the first 15 digits of the National Medical Insurance Administration's medical insurance medical consumables code using the same "quantity linkage, two-way selection" method. For the declared product selected in other regions with volume purchases, the proposed supply price shall not be higher than the lowest selected price of the product in other regions with volume purchases; for those not selected in other regions with volume purchases, the products with the same functional attributes shall not be higher than those with the same functional attributes. Based on the principle of the lowest selected average price for regional volume purchases, directly fill in the proposed supply price.
Beijing-Tianjin-Hebei "3+N" Alliance. On September 8th, the Beijing-Tianjin-Hebei Medicines and Consumables Purchasing Center issued an announcement that the Beijing-Tianjin-Hebei Medical Insurance Bureau and Heiji, Liao, Meng, Jin, Lu, Henan, Sichuan, Guizhou and Tibet formed a "3+N" alliance to carry out the procurement of coronary drug balloons . For the products that have been declared for the combined purchase of coronary drug balloons in Beijing, in principle, they will be directly transferred to the selected results of the Beijing-Tianjin-Hebei "3+N" alliance coronary drug balloon medical consumables.
Data show that the market size of China's drug-coated balloon industry increased from 2.29 billion yuan to 4.39 billion yuan from 2015 to 2019, with a compound annual growth rate of 17.7%. As the volume of interventional operations in China continues to increase, the demand for drug-coated balloons is increasing, and the development space for medical device companies is also increasing.
As the scope of centralized procurement continues to expand, as far as products are concerned, more than a dozen drug balloons have been marketed globally at this stage, among which Braun, Medtronic, Boston Scientific, etc. occupy the leading position in the industry. After many rounds of large-scale alliances with price cuts, drug balloons may enter the thousand-yuan era.