①Another detail worth noting is that, unlike in the past when companies would gather at the site around 12:30, no pharmaceutical company representatives appeared until 1:30 p.m.; ②The 2026 non-exclusive bidding rules further extend the control chain to quantitative warnings on listing prices, achieving linked constraints with payment management, based on the mechanisms for catalog access and payment standard formation.
“2026 National Medical Insurance Drug Negotiations have entered their fourth day, and no representatives from pharmaceutical companies were seen at the site. In the previous two days, over 40 companies participated in the negotiations, and several innovative drugs and Chinese patent medicines passed the preliminary review. Among them, two CAR-T therapies are striving to be included in the basic medical insurance catalog; some Chinese patent medicine varieties have passed the medical insurance preliminary review, and for those with the same generic name, multiple companies will use the lowest bid as the payment standard. The non-exclusive bidding rules for 2026 further extend the control chain to quantitative warnings on online prices, achieving linked constraints with payment management. Prices 1.8 times higher than the payment standard will be marked yellow, and those 3 times higher will be marked red. The National Medical Insurance Administration also clarified that Chinese patent medicines with unclear instructions will no longer be re-registered starting from July this year.”
On the second day of the national medical insurance negotiation in 2026, several innovative drugs entered the negotiation site. Two CAR-T therapies from companies such as Heyuan Biotech and WuXi AppTec (Nakirolex Injection and Rikirolex Injection) are striving to be included in the national basic medical insurance catalog. More than 40 companies participated in the negotiation this morning. Many products from companies like Hengrui Medicine and Innovent Biologics passed the preliminary review, and executives from several pharmaceutical companies attended for two consecutive days. Anti-cancer drugs and drugs for rare diseases will appear frequently in the following days. If CAR-T therapies are successfully included in the basic medical insurance, it will mark the first time that the payment threshold for cell therapy exceeds one million yuan, reshaping the commercialization path for innovative cell drugs. In addition, Prekibirolex Injection from Precision Biology and Sunkey Biopharmaceuticals' Shurikirolex Injection were separately submitted to the commercial insurance catalog; innovative drugs for rare diseases from Roche, Sanofi, and Jiangsu Beite Biotech passed the preliminary review. AoFumin, a globally innovative new drug developed by Heyuan Biotech with “rice-based hematopoiesis” technology, has seen a price reduction of over 30%. Its success or failure will directly affect its commercial performance and verify the value of the pre-submission mechanism.