People's Daily Health Client Zhao Mengmeng Tan Qixin
Following dental implants, OK mirror was included in the centralized procurement scope for the first time.
On October 26, the Hebei Provincial Medical Drugs and Equipment Centralized Procurement Center issued the "Notice on the Filling for Information of 20 Types of Collective Medical Consumables Products", which includes hard breathable contact lenses for corneal shaping, which are commonly known as OK lenses for the public.
After the release of the information on OK mirror procurement in Hebei Province, on October 27, A-share ophthalmology stocks suffered a collective sharp drop. Opcom opened the and hit the limit , Aier Eye Hospital fell 15% during the session, and Aibo Medical fell more than 10% at one point. On October 28, as of press time, Opcom fell by more than 6%, and Aier Eye Hospital and Aibo Medical consolidated sideways.
Beijing Tongren Hospital ophthalmologist Zhen Yi told the People's Daily Health Client reporter on October 28 that the policy survey and investigation of OK mirror procurement was conducted at the same time as dental implants. "Everyone is waiting for the boots to land, and the news comes very suddenly."
mirror and maintenance nearly 20,000 yuan a year
corneal resizing mirror , commonly known as OK mirror. It is a medical device that corrects refractive error by directly contacting the eyeball and changing the corneal morphology. It plays an important role in the prevention and control of myopia in children and belongs to the third category of medical device.
"OK lens products themselves have two functions." Zhen Yi introduced, "The first is to correct myopia, which has a lower age limit in this regard, that is, children under 8 years old cannot wear it. The second is to delay the progress of myopia. In this indication, since people over 18 have been established in all aspects, the meaning of wearing is not great."
In May 2021, Kunming Aier Eye Hospital held the third corneal resizing lens removal and wear "little-energy care competition to improve the nursing awareness of corneal resizing lenses for children and parents. Aier Eye Photo
In the field of myopia prevention and control, the price of OK lenses has always remained high. A Beijing parent told the People's Daily Health Client, "It takes more than 10,000 yuan to be equipped with an imported pair of OK lenses, and it must be replaced every year to one and a half years. In addition, the examination fee and daily care are also the same, the total expense is close to 20,000 yuan. "
" is not an exaggeration. At present, the terminal sales price of a pair of domestic OK mirrors on the market is about 6,000 yuan to 12,000 yuan, and the price of imported brands can reach 8,000 yuan to 15,000 yuan. If it is well maintained, it can usually last for one and a half years to two years, and the consumption of care products is also a relatively large amount of money. "Zhen Yi, an ophthalmologist at Beijing Tongren Hospital, said, "At present, OK lenses are mainly imported from abroad, with many intermediate links, and their brand value, so the overall price remains high. ”
According to Guosheng Securities in a research report, due to the customization and personalization of OK mirror products, and the current situation where channel profit is much greater than industrial profit, the factory price of OK mirror is generally only 10%-20% of the terminal price. According to financial report data, from 2020 to 2021, the gross profit margins of OpcomSynthes corneal resizing mirrors were 90.21% and 89.66% respectively.
Expert : The charging model will become more reasonable in the future
htmlOn September 8, the National Health Insurance Administration issued the " Notice on the Special Treatment of Oral Implant Medical Service Charges and Consumables Prices", requiring that the total price of a single conventional dental implant medical service should not exceed 4,500 yuan in principle."From previous experience, products with large clinical usage, high procurement amount, and high price are all potential targets for centralized procurement. "Feng Wenmeng, director of the Research Office of the Institute of Public Administration and Human Resources of the Development Research Center of the State Council, said in an interview with the People's Daily Health Client on October 28 that "There are many common features between OK mirror centralized procurement and dental implant centralized procurement. First, so far, it has been a popular specialty subdivision of consumer medical care that mainly focuses on self-payment. Second, so far, most operators have been mainly private institutions, and their pricing has basically adopted a self-determined model. Third, they are all high-gross profit margin products, and there is an inflated price. Fourth, they are all aimed at specific groups, dental implants are mainly aimed at the elderly group, and OK lenses are mainly aimed at the myopia children. Will
be significantly reduced in price like heart stent or spinal consumables? Feng Wenmeng said, "After the OK mirror is purchased, it will inevitably squeeze out the inflated water, and the charging model will be more reasonable. But it is difficult to judge whether it will have a large drop like heart stents and spinal consumables.The specific amount needs to be determined after detailed study of the real production cost of the product and reasonable profit margin. "What impact will
centralized procurement have on the domestic OK mirror market? Feng Wenmeng emphasized, "After OK mirror enters centralized procurement, it may have an impact on some companies in the short term, causing some fluctuations in the operating income and profit margin of domestic ophthalmology companies. But in the long run, the overall benefits will be brought. In the future, as the scope of centralized procurement continues to expand, the market development will be more standardized, enterprises will pay more attention to R&D, product technology level will be improved accordingly, and product users will continue to grow, which will benefit most companies in the entire industry and the scale benefits will be more significant. "
Zhen Yi believes that OK mirrors are consumer products with higher prices. After centralized procurement and price reduction, they may gain more favor from consumers, thereby increasing the penetration rate of the product ; but on the other hand, if the price reduction is too strong, practitioners may tend to promote defocused frame mirrors, which are safer, have a closer effect to OK mirrors, and do not require special qualifications.
(Health Times Network)
