Pharmaceutical stocks fell collectively today. As of press release, Luye Pharmaceuticals (02186) fell 7.72% to HK$2.75; Kaituo Pharmaceutical-B (09939) fell 7.35% to HK$1.26; Zhongsheng Pharmaceuticals (01177) fell 5.75% to HK$2.95; and Cinda Biotech (01801) fell 4.61% to HK$38.3.
The Zhitong Finance App learned that pharmaceutical stocks fell collectively today. As of press release, Luye Pharmaceuticals (02186) fell 7.72% to HK$2.75; Kaituo Pharmaceutical-B (09939) fell 7.35% to HK$1.26; Zhongsheng Pharmaceuticals (01177) fell 5.75% to HK$2.95; and Cinda Biotech (01801) fell 4.61% to HK$38.3.
According to the news, according to a report by the Financial Federation, the National Health Insurance Administration issued a new notice on “improving the quality and scope” of collection. Among them, many provincial alliance procurement will soon be upgraded to national joint procurement, which has attracted strong attention from the industry. In particular, the provinces and cities involved in the Sanming Alliance's drug collection for diseases such as cancer and respiratory diseases and the Henan Alternative Drugs Alliance will be further expanded.
Yang Tao, an executive of a listed pharmaceutical company and a senior pharmaceutical industry expert, told the Financial Federation reporter that with the issuance of the notice, the current trend of full coverage of domestic conventional medicine and consumables collection has been determined, and there are no dead spots or omissions. Other industry insiders told the Financial Federation reporter that in the past, the Sanming Alliance included pharmaceuticals, high-value consumables, IVD reagents, and even hospital equipment in the coalition collection. The full range of categories, large spans, drastic price cuts, and strict enforcement are rare in China. The industry needs to focus on studying past details and rules, and that the collection of alternative drugs in Henan is a large variety of “price crushers.”