2019 Medical Device Unhappy Index Report
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- 2020-03-11
【Summary】：During this year, the state frequently took measures for high-consumption management. It was also a top-level reform plan. The timetable was detailed and the coverage was wide. It involved the formulation and formulation of high-value medical consumables codes, the basic medical insurance access system for high-value medical consumables, At the end of 2019, medical consumables bonuses were cancelled, medical insurance payment method reforms, etc., "authoritative big v" CCTV News, Xinhua News Age
2019 is a year of change in medical device policy and centralized procurementThe rain is coming and the wind is all over the building.During this year, the state frequently took measures for high-consumption management. It was also a top-level reform plan. The timetable was detailed and the coverage was wide. It involved the formulation and formulation of high-value medical consumables codes, the basic medical insurance access system for high-value medical consumables, At the end of 2019, medical consumables bonuses were cancelled, medical insurance payment method reforms, etc., "authoritative big v" CCTV News, Xinhua News Agency followed closely, several reports...
Medical equipment collection
With the hot June as the starting point, in just six months, the centralized procurement of consumables has repeatedly appeared in the "national prefix" document with unprecedented frequency, and the trend of medical consumables renovation has been set off throughout the country.The place also "sniffs the strings and knows elegance." Long before the central government reached a consensus and issued a reform plan, the two provinces of Jiangsu and Anhui took the lead and started pilot projects.On June 21, the "Implementation Plan for Negotiation and Bargaining (Pilot) for Centralized Purchase of High-Value Medical Consumables in Public Medical Institutions in Anhui Province" was released, which identified high-value consumables for orthopedic implants (spine) and ophthalmology (intraocular lenses). Purchase with volume, the purchase volume is not less than 80% of the product used in 2018, and it must be sold at zero price difference. In early August, Anhui Province carried out centralized procurement. Among them, 11 companies have won the bid for orthopedic spine products, including Dabo Medical, Shandong Weigao Orthopedic Materials Co., Ltd., and Medtronic. According to the Anhui Medical Centralized Procurement Service Center, in this centralized procurement, the average price of domestic products of orthopedic spine materials was reduced by 55.9%, the average price of imported products was reduced by 40.5%, the overall average price was reduced by 53.4%, and the largest drop of individual components was 95%.On July 24, the Jiangsu Provincial Medical Insurance Bureau issued the “Centralized Procurement Plan for Some High-Value Medical Consumables Group Alliance of Public Medical Institutions in Jiangsu Province”, clarifying that 70% of the total annual purchase of high-value medical consumables such as vascular interventional products should be adopted. In the form of "alliance purchase, price for quantity", 30% of the purchase price can be prepaid. At the end of September, Jiangsu carried out the second round of procurement of three types of high-value medical consumables, including ophthalmic intraocular lenses, vascular intervention balloons, and orthopedic artificial hip joints. Judging from the negotiation results, Beijing Aikang Yicheng Medical Equipment Co., Ltd., a subsidiary of Akcome Medical, has won the bid for artificial hip joint products. According to the data released by the Jiangsu Medical Insurance Bureau, in this collection, the average drop of orthopedic artificial hip joints was 47.2%, and the largest drop was 76.7% .On November 25, the Beijing Municipal Medical Insurance Bureau, Tianjin Medical Insurance Bureau, and Hebei Provincial Medical Insurance Bureau jointly issued the "Notice on the Opinions on the Joint Procurement of Medical Consumables in Beijing, Tianjin and Hebei", using 60% of intraocular lenses in public hospitals in the three places . Invite relevant companies to declare. On December 26, the Tianjin Medical Insurance Bureau organized a symposium on the procurement of medical equipment in nine provinces and municipalities (Beijing, Tianjin, Hebei, Heilongjiang, Jilin, Liaoning, Inner Mongolia, Shanxi, Shandong) .
Source: Zhicai Equipment Information Network PPTAs a result, following the series of the State Council and the National Medical Insurance Administration, the consumables field will start a wave of magnificent price cuts.2019 is the year of take-off of domestic medical equipmentAlso in this year, domestic equipment ushered in the policy of "spring wind and rain" warm heart, from the central government to the provinces and cities to encourage the purchase of domestic medical equipment priority, from research and development to approval, such as medical device innovation rewards tens of millions of cash, medical device registrant system ( Up to now, all devices approved through the registrant system are Class II devices. Industry insiders are waiting for the first Class III devices, how can they enjoy policy dividends and enter the market), etc. From procurement to admission, such as No value-added tax, increase the proportion of government procurement of innovative products, etc., and so on. The tone of domestic priority is loud and bright!
Medical equipment collectionIn addition, a large number of small and beautiful medical device companies have also emerged on the Science and Technology Innovation Board. As can be seen in the "Shanghai Stock Exchange Science and Technology Innovation Board Enterprise Listing Recommendation Guidelines" issued on March 3, 2019, biomedicine has become a key recommendation. One of the major areas, including high-end medical equipment and equipment and related technical services. At the same time, medical device companies have many segments, including high-value consumables, IVD, home care and other fields, which have benefited significantly from the science and technology innovation board.
Medical equipment collection2019 is a small year for domestic medical device mergers and acquisitionsCompared with 2018, the largest single US$5 billion (approximately 34.5 billion) of the total transaction volume of the top ten cases on the list reached 103.5 billion, 2019 is a small year for medical device mergers and acquisitions.On January 9, Xinhua Medical’s overseas wholly-owned subsidiary Huatuo International Development Co., Ltd. planned to transfer 60% of its holding subsidiary Visa Medical Co., Ltd. to Huajian Medical Holding Co., Ltd. at a price of RMB 1.234 billion.On February 26, Shenzhen Libang Precision Instrument Co., Ltd. acquired 100% of Shenzhen Libang Messer Diagnostics Co., Ltd. held by Edan-Messer Diagnostics Limited with its own funds, with a total value of approximately 890.4 million yuan. RMB.On June 18, Blue Sail Medical (SZ.002382) and several senior executives jointly invested 101.6 million yuan in the artificial heart research and development enterprise Suzhou Tongxin Medical Equipment Co., Ltd. (hereinafter referred to as "Tongxin Medical").On July 8, Zhende Medical and its associates acquired the consumables business of Berendsen Healthcar in the UK for £10.5 million.On October 31, Yuyue Medical acquired 95.95% of Suzhou Liuliu Vision Technology Co., Ltd. for RMB 37.42 million. After the completion of this transaction, Liuliu Vision will become a subsidiary of Yuyue Medical Holding Company.Where the consumables 2020 will go, the industry is "the benevolent see benevolent, the wise see wisdom". But I believe that there are more and more opportunities for domestic products. Of course, there are prerequisites. You may want to increase the weight of R&D and product quality control, and reduce the weight of sales capabilities.