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多市场竞争对仿制药监管价格的影响
Carolina Santos1, Eduardo Costa2, Sara Machado3,4
1Nova School of Business and Economics, Universidade NOVA de Lisboa, Carcavelos, Portugal.
Health economics
|August 16, 2025
概括
制药行业中具有更多市场互动的公司倾向于将药品价格设置在监管上限附近. 这表明,价格上限可能会降低非专利药品市场的竞争,需要政策调整.
科学领域:
- 卫生经济学 卫生经济学
- 工业组织 工业组织 工业组织
- 制药政策 制药政策
背景情况:
- 政策制定者鼓励制药公司之间的竞争,以控制支出.
- 公司经常在多个药品市场进行竞争,这在定价法规中经常被忽视的因素.
- 多市场接触可以显著影响竞争动态,特别是对于多产品公司.
研究的目的:
- 调查多市场联系对非专利市场中制药公司价格竞争的影响.
- 分析不同市场的反复相互作用如何塑造竞争行为.
- 在此背景下评估监管价格上限的作用.
主要方法:
- 利用葡萄牙 (2015-2017年) 通用他类药物销售的详细产品级数据.
- 在非专利药品市场经营的公司之间的量化多市场联系.
- 用葡萄牙内部参考定价制度 (RPS) 的价格与市值比率来衡量价格竞争.
主要成果:
- 拥有更多多市场接触的公司表现出更高的价格对市值比率,这表明价格接近监管限制.
- 在控制了品牌地位和市场份额等因素后,这种影响仍然很大.
- 调查结果表明,相互宽容,企业避免由于反复相互作用而采取激进的定价.
结论:
- 多市场联系可以减少非专利制药市场的价格竞争.
- 价格上限可能无意中促进企业之间的协调,作为"协调".
- 政策制定者应该考虑针对性地调整价格上限,以保持强的竞争和维护消费者利益.
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