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Chinese-Language Podcast: 医保谈判和清零后疫情中的抗病毒mRNA疫苗进展

Executive Summary

After China eased its "COVID Zero" policies, infections have surged in Beijing, Guangzhou and other cities, likely prompting the National Health Security Administration to delay the closely-watched annual drug reimbursement pricing negotiations. Meanwhile, Pfizer has signed a new distribution deal with state-owned Meheco to meet surging demand for its oral antiviral Paxlovid in the country, while at least two domestically developed mRNA vaccines are now awaiting approval. Also, Chinese biotechs are looking at three main methods of surviving and thriving.

“清零“政策放开后,北京,广州,重庆等许多大城市出现了疫情的快速蔓延。与此同时,一年一度众人瞩目的医保准入药价谈判进入最后阶段,却遇到推迟。今后的医保谈判,看点有哪些,业界有哪些担忧,医保局官方又是怎样回应的呢 (Also see "Pharma Execs Urge 'Balance' In China Payer Price Negotiations" - Scrip, 6 Dec, 2022.)?

疫情流行中,作为治疗第一线的抗病毒新药,辉瑞的Paxlovid(nilmatrevir 和ritonavir)今年二月获得了国家药监的紧急授权,随后又被纳入了医保报销目录。但是,临床应用并不多。新一轮疫情中,辉瑞刚刚和通用技术中国医药公司MEHECO签订了进口和销售的协议,此前,辉瑞和浙江的华海制药签订了在国内生产Paxlovid的协议。网上有暂时的网售这个抗病毒新药,但是价格却是2,980元一盒,比医保价格还要高。Paxlovid的国内使用,将继续引人关注。

此外,作为预防感染第一线的疫苗,国内已经授权批准了灭活,腺病毒,重组蛋白和针剂,鼻喷和吸入多个剂型和类型的新冠疫苗,但是,mRNA疫苗仍然没有一个可用。国内的mRNA疫苗有哪些生物药企可望近期获批,是年内的最后一个悬念 (Also see "Drugs In Short Supply As China Hunkers Down For COVID Surge" - Scrip, 15 Dec, 2022.)。

最后,中国创新药企如何在资本寒冬和经济不景气中生存和发展呢?最新的一个和和铂生物(Harbour BioMed) CEO王劲松的访谈中,我们注意到三个趋势:更加集中,抛售闲置资产divestment,授权转让和合作 (Also see "Biotech CEO Interview: Harbour BioMed's Wang On Moderna Deal, New Subsidiary" - Scrip, 18 Nov, 2022.)。




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