本报告首先分析了药价虚高、“以药养医”背后的逻辑,即公立医疗机构垄断以及医疗服务、医药价格管制,而其根源则是公立医疗体制与市场经济不相容,进而梳理了2016年出台的重要政策。分析发现:促进产业兼并重组、提高行业集中度成为医药工业、医药商业发展的主要趋势;药品集中采购、“两票制”等都在助推医药分开。当下财政增速下滑、医保基金紧张形势成为改革窗口,新技术引致的商业模式创新则成为医药分开的助推器。在多因素叠加下,“医药分开”可能成为撬动医改的杠杆,进而对医疗行业、医药工业以及医药商业带来重大变革。
<<This report first analyzed the logic of virtual-high drug prices and supporting medicine with drug,and it was the monopoly of public medical institutions and the regulation on medical services and pharmaceutical price,nevertheless the root was that the public health care system and the market economy were incompatible. Then the important policies introduced in 2016 were reviewed,and it found that promoting the industry merger and acquisition,improving the industry concentration have become the main trend of the pharmaceutical industry and the pharmaceutical distribution industry;moreover,centralized drug procurement and “Two-Invoice System” were boosting the separation of pharmacy from medicine. The situation of the slower growth of government receipts and the tight of the medical insurance fund has become a reform window,what is more,the business model innovation led by the new technology has become the booster for pharmaceutical separation. Under these multiple factors,the separation of pharmacy from medicine may become the lever to leverage the reform,and bring significant opportunities to medical industry,pharmaceutical industry,as well as pharmaceutical distribution industry.
<<Keywords: | Supporting Medicine With DrugThe Centralized Drug ProcurementThe Separation of Pharmacy From Medicine“Two-Invoice System” |