7 days in healthcare (September 9th-15th, 2024)
Summary
Biomedicine
- Direct-to-consumer medical testing: an industry built on fear. This industry is growing rapidly and will reach $9 billion by 2033. Genetic tests, biochemical tests and monitoring systems are the most common offerings. A recent Australian study analyses several hundred tests offered directly to consumers and shows that the vast majority have little clinical use. Greater regulation of this industry is needed, as well as dialogue with the public regarding its benefits and risks. Although it is true that the citizen-consumer will have an increasing role in maintaining his or her own health, we must be careful to ensure that mere commercial interests do not act precisely against health.
- A therapy attacks the tangles of a protein key to Alzheimer’s. The model has so far only been tested on mice, but offers promising results.
- The new generation of radioactive drugs attacks cancer with molecular precision. Tumour-seeking radiopharmaceuticals mark a new direction for oncology and promise specific treatments with fewer side effects.
Global Health
- Mariana Mazzucato promotes the economy of health for all with the WHO. The panel of conclusions of the WHO Council on Health Economics for All, chaired by the prestigious economist Mariana Mazzucato, is presented. It is based on the premise that the incredible economic development of the last century has brought many benefits, also in health, but at a high price of pollution, climate change, unhealthy diets and habits and a great weight of non-communicable diseases and resistance to antibiotics. The recommendations deal with four themes: Value, Financing, Innovation and Strengthening the capacities of the public health sector.
- The lessons of covid-19 must be applied to control mpox in Africa. First, Africa does not have the resources to follow the disease; Second, vaccines must arrive quickly where they are needed; Third, Africa needs its own vaccine production and regulatory infrastructure.
International health policy
- China to allow wholly foreign-owned hospitals to open for first time. China is opening up its system to the world. The Chinese government announced last Sunday that it will allow wholly foreign-owned hospitals to be set up in nine areas of the country, including the capital, in a bid to attract more foreign investment to boost its ailing economy.
- Independent report on the NHS by Lord Darzi, a surgeon and former health minister. Key findings: Deterioration: The nation’s health has deteriorated over the past 15 years, with a marked increase in people living with multiple chronic conditions. Spending: A huge proportion of health spending is on hospitals and too little on the community and productivity is too low. Waiting lists: Waiting lists have grown, as have queues at emergency services. Cancer care: The UK has higher mortality rates than other countries. Lasting damage: The Health and Social Care Act 2012 did lasting damage to the NHS’s management and resource capacity. It took more than ten years to recover and the effects are still being felt. Productivity: too many resources have been allocated to hospitals, where productivity has fallen, compared to very few in the community. A non-technical report, very easy to read and prepared from common sense.
- British Prime Minister Starmer launched his first long speech on health on September 12, after the publication of Lord Darzi’s report: “Major surgery is needed, not just bandages.” He announced a ten-year plan to reform the NHS. “Reform or die.” Instead of an exclusively top-down approach, the plan is intended to reflect the contributions of professionals and patients. It is unthinkable that such a speech would be made by a president of the Government in Spain, despite the fact that our SNS has as many or more problems than the NHS. Here we are dedicated to contingency policies, now the suicide plan and the ELA law, both interesting initiatives, but which do not address the problems of the system.
- Draghi report on the future of competitiveness in Europe. The main ideas are: First, Europe needs to close the innovation gap with the USA and China; Second, Europe needs a plan for decarbonisation and competitiveness; and third, to increase security and reduce dependencies. This is a necessary report, since Europe has dedicated itself to outsourcing everything: innovation, production, energy and defence. In this way, it is impossible to preserve the European model, defined by Draghi himself, as characterised by prosperity, equity, freedom, peace and democracy.
- The Draghi Report places the pharmaceutical industry as a strategic pillar in Europe. Among the things it mentions is that of the ten most sold biologicals in Europe only two are marketed by European companies.
National Health Policy (Spain)
- The Ministry announces a plan to prevent suicide in Spain, where there is a disconcerting map of suicides and the suicide rate in Asturias doubles that of the Basque Country or Madrid.
- The Asturian health system is experiencing an earthquake with 6,000 places affected. Almost one in three places will have a new owner, due to the transfer competitions and the stabilization competitions underway. The objective is to reduce temporary employment. Although the objective is perfectly defensible, the way of doing it threatens to make the cure worse than the disease. Transfer competitions inspired by unions, where seniority prevails and OPE’s designed without criteria and without intervention from either the medical units or the hospitals, threaten to destructure functioning teams and turn the whole system upside down.
- FEDEA publishes a report on the Catalan agreement. The collection of all its taxes by Catalonia will mean a decrease in its contribution to the common fund and, therefore, represents a threat to services in other communities, mainly health. This will mean an increase in taxes paid by citizens of the territories that remain in the common regime, or a cut in state benefits that would also affect them negatively.
- The Government proposes to increase MUFACE’s premiums by 28% to 1,300 euros, although this amount is still far from the public health expenditure without pharmacy of 1,608 euros. If the companies accepted this offer, the gap in relation to public health would be 308 euros, instead of the current 594. It seems that insurers would be willing to accept up to 20% less than public expenditure, which would be 1,335 euros, a figure very close to that offered by the government. Although there are voices from health employers’ associations complaining about this offer, the Government’s effort seems important and should not be underestimated, as seen from outside, it seems to be a great success in the negotiation of the insurers, carried out in very difficult circumstances. On the other hand, the association of independent doctors defends a mutual society without insurers, what they call direct Muface. As for the proposal of this association of a Muface without insurers, as a joke it is not bad. It seems to ignore something as simple as what health insurers do: the function of financing and purchasing services (selection of providers, evaluation and payment of the same) to attend to the health needs of the population covered. What they really do is manage a pool of risks. Are the associations of independent doctors going to perform these functions?
- Generic medicines will have different prices to brand name medicines. Spain is the only country in Europe where generic and brand name medicines have the same price and that is a disincentive for the development of the generic industry. Generic penetration is stuck at 41% in units and 21% in economic value. Although there were differentiated prices for generics and brands in Spain, at one point the model was changed to equalize prices, distancing ourselves from what is usual in Europe. Originality, in dribs and drabs.
Companies
- International
- Sanofi is betting on a “revolutionary factory” to respond to future pandemics. Located in Neuville-sur-Saône, in the Rhône, the new production site is almost entirely mobile and modular and will allow up to four vaccines to be manufactured at a time.
- Pharmaceutical groups want to control greenhouse gases produced by asthma inhalers. Both GSK and AstraZeneca are finalizing trials of inhalers that cause a much smaller carbon footprint.
- National
- The German Ulrich Medical is establishing its third international subsidiary in Spain. This century-old family business has already opened branches in the United States and France.
Biomedicine
- Direct-to-consumer medical testing: an industry built on fear. This industry is growing tremendously and will reach $9 billion by 2033. Genetic tests, biochemical tests and monitoring systems are the most common offerings. A recent Australian study analysing several hundred direct-to-consumer tests shows that the vast majority have little clinical utility. Greater regulation of this industry is needed, as is dialogue with the public regarding its benefits and risks (https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(24)01924-X/fulltext)
- A therapy targets protein tangles key to Alzheimer’s. The model has so far only been tested in mice, but it offers promising results (https://www.abc.es/salud/enfermedades/terapia-ataca-destruye-ovillos-proteina-tau-alzheimer-20240913145936-nt.html
- A drug for epilepsy controls the symptoms of sleep apnea. Sleep apnea increases the risk of developing hypertension, stroke, heart disease and type 2 diabetes (https://www.abc.es/salud/enfermedades/farmaco-epilepsia-controla-sintomas-apnea-sueno-20240910134507-nt.html)
- A study points to the benefits of the first anti-obesity drug for children between six and 12 years old. The administration of liraglutide, Saxenda, in obese children with a BMI greater than 30 manages to reduce this indicator by more than 7% (https://www.elmundo.es/ciencia-y-salud/salud/2024/09/11/66e033a5fdddff06498b45b5.html)
- The new generation of radioactive drugs attacks cancer with molecular precision. Tumor-seeking radiopharmaceuticals mark a new direction for oncology and promise specific treatments with fewer side effects (https://elpais.com/salud-y-bienestar/2024-09-11/la-nueva-generacion-de-farmacos-radiactivos-ataca-al-cancer-con-precision-molecular.html#)
- Five key factors predict response to immunotherapy in cancer (https://www.abc.es/salud/enfermedades/cinco-factores-clave-predicen-respuesta-inmunoterapia-cancer-20240912121333-nt.html)
Global Health
- Moving forward in the economics of health for all. The panel of conclusions of the WHO Council on Health Economics for All, chaired by the prestigious economist Mariana Mazzucato, is presented. It is based on the premise that the incredible economic development of the last century has brought many benefits, also in health, but at a high price of pollution, climate change, unhealthy diets and habits and a great weight of non-communicable diseases and antibiotic resistance. The recommendations deal with four themes: Value, Financing, Innovation and Strengthening the capacities of the public health sector (https://www.thelancet.com/action/showPdf?pii=S0140-6736%2824%2901873-7)
- Article from the journal Nature. The lessons of covid-19 must be applied to control mpox in Africa. First, Africa does not have the resources to follow the disease; second, vaccines must arrive quickly where they are needed; Third, Africa needs its own vaccine production and regulatory infrastructure (https://www.nature.com/articles/d41586-024-02912-6)
- Cholera deaths are rising despite being easily preventable. According to the WHO, mortality rose by 71% last year, compared to only a 13% increase in cases (https://www.nytimes.com/2024/09/11/health/cholera-deaths-cases.html)
International Health Policy
- USA
- Avian flu outbreak in Missouri suggests human-to-human transmission (https://www.nytimes.com/2024/09/13/health/bird-flu-missouri.html)
- China
- China to allow 100% foreign-funded hospitals to open for first time. China opens its system to the world. The Chinese government announced last Sunday that it will allow the establishment of wholly foreign-owned hospitals in nine areas of the country, including the capital, in an attempt to attract more foreign investment to boost its ailing economy (https://www.plantadoce.com/entorno/china-permitira-la-apertura-de-hospitales-de-capital-totalmente-extranjero-por-primera-vez#:~:text=China%20abre%20su%20sistema%20de,impulsar%20su%20economía%20en%20crisis.)
- UK and the National Health Service
- Independent report on the NHS by Lord Darzi, a surgeon and former health minister. Key findings include: Deterioration: The nation’s health has deteriorated over the past 15 years, with a marked increase in people living with multiple chronic conditions. Spending: A very significant proportion of healthcare spending is in hospitals and too little in the community and productivity is too low. Waiting lists: Waiting lists have grown, as have queues at emergency departments. Cancer care: The UK has higher mortality rates than other countries. Lasting damage: The Health and Social Care Act 2012 did lasting damage to the NHS’s management and resourcing capacity. It took more than ten years to recover and the effects are still being felt. Productivity: Too many resources have been allocated to hospitals, where productivity fell, versus too few in the community. (https://www.nytimes.com/2024/09/11/health/cholera-deaths-cases.html). Nuffield Trust comment: why is the Darzi report so important (https://www.nuffieldtrust.org.uk/news-item/why-is-the-darzi-report-so-important)
- On 12 September, following the publication of Lord Darzi’s report, British Prime Minister Starmer launches his first long speech on healthcare: “Major surgery is needed, not just plasters.” He announces a ten-year plan for NHS reform. “Reform or die.” Rather than a purely top-down approach, the plan is intended to reflect input from professionals and patients (https://www.gov.uk/government/news/pm-major-surgery-not-sticking-plaster-solutions-needed-to-rebuild-nhs). King’s Fund reaction to Prime Minister’s speech (https://www.kingsfund.org.uk/insight-and-analysis/press-releases/prime-minister-first-health-care-speech-since-taking-office)
- European Union
- Draghi Report on the future of competitiveness in Europe. The main ideas are: First, Europe needs to close the innovation gap with the USA and China; second, Europe needs a plan for decarbonisation and competitiveness; and third, increase security and reduce dependencies. (https://commission.europa.eu/document/download/97e481fd-2dc3-412d-be4c-f152a8232961_en)
- The Draghi Report places the pharmaceutical industry as a strategic pillar in Europe. Among the things he mentions is that of the ten best-selling biologics in Europe, only two were marketed by European companies (https://elglobal.es/industria/el-informe-draghi-situa-a-la-industria-farmaceutica-como-pilar-estrategico-en-europa/)
- A European regulation on health technology assessment is looming (https://elglobal.es/politica/reglamento-hta-en-la-ue-el-pistoletazo-de-salida-para-una-estructura-solida-y-una-toma-de-decisiones-agil/)
National health policy
- Central government initiatives
- The Ministry launches a plan to prevent suicide in Spain, where there is a disconcerting map of suicides and the suicide rate in Asturias doubles that of the Basque Country or Madrid (https://www.elmundo.es/ciencia-y-salud/salud/2024/09/09/66ded294e85ece74398b457f.html)
- The Ministry intends to force laboratories to reveal how much it costs them to produce medicines, according to a draft decree that the Government wants to approve soon (https://www.eldiario.es/sociedad/sanidad-obligara-laboratorios-desvelar-les-cuesta-producir-medicamentos_1_11641918.html)
- The Minister of Finance is open to applying VAT in private healthcare (https://www.consalud.es/politica/cuerpo-se-abre-aplicar-iva-sanidad-privada-pese-advertencias-sector-sanitario_148425_102.html#:~:text=IVA-,A%20raíz%20de%20la%20elaboración%20de%20los%20Presupuestos%20Generales%20del,que%20esta%20opción%20podría%20negocia)
- Patients trust in an imminent PP-PSOE agreement for the ELA law (https://www.alimente.elconfidencial.com/bienestar/2024-09-14/pacientes-confian-acuerdo-inminente-pp-psoe-ley-ela_3962355/)
- The alcohol rate for drivers will drop to 0.2, from the current 0.5 (https://elpais.com/salud-y-bienestar/2024-09-14/la-tasa-de-alcohol-para-conductores-bajara-al-02-que-pasa-si-te-tomas-una-cerveza.html#)
- Initiatives and news from the autonomous communities
- A joint health campus is being proposed between the Universities of Alicante (https://elpais.com/espana/comunidad-valenciana/2024-09-13/el-rector-de-la-politecnica-de-valencia-apoya-la-idea-de-mazon-de-crear-un-campus-sanitario-conjunto-entre-las-universidades-de-alicante.html)
- León does not stop in its fight to offer Medicine (https://www.consalud.es/autonomias/castilla-y-leon/leon-no-cesa-en-su-lucha-por-ofertar-medicina-memoria-va-acorde-exigencias_148286_102.html)
- Aragon retains 101 MIR for services in rural areas (https://www.redaccionmedica.com/autonomias/aragon/aragon-logra-fidelizar-a-101-mir-para-prestar-servicios-en-zonas-rurales-6432#)
- The Asturian health system is experiencing an earthquake with 6,000 places affected. Almost one in three places will have a new owner, due to the transfer competitions and the stabilization competitions underway. The aim is to reduce temporary employment (https://www.lne.es/asturias/2024/09/15/terremoto-viene-sanidad-asturiana-6-108151055.html)
- FEDEA and the Catalan agreement
- FEDEA publishes a report of reflections on the Catalan agreement. The collection of all its taxes by Catalonia will mean a decrease in its contribution to the common fund and, therefore, represents a threat to services in other communities, mainly health. This will mean an increase in taxes paid by citizens of the territories that remain in the common regime, or a cut in state benefits that would also affect them negatively. (https://fedea.net/algunas-reflexiones-al-hilo-del-debate-sobre-el-concierto-catalan/)
- MUFACE
- The Government proposes to increase premiums by 28% to 1,300 euros, although this amount is still far from the public health expenditure without pharmacy of 1,608 euros. If the companies accepted this offer, the gap in relation to public health would be 308 euros, instead of the current 594. It seems that insurers would be willing to accept up to 20% less than public expenditure, which would be 1,335 euros, a figure very close to that offered by the government. On the other hand, the association of independent doctors defends a mutual insurance company without insurers, what they call direct Muface (https://theobjective.com/economia/2024-09-09/gobierno-propone-subir-primas-muface/)
- Professional disputes
- The General Council of Doctors will appeal against the dispensing of drugs for urinary infections to nurses (http://diariomedico.com/medicina/profesion/consejo-general-medicos-recurrira-dispensacion-enfermera-farmacos-infecciones-urinarias.html)
- Out-of-pocket spending on private healthcare
- Spaniards without private health insurance spend 45% more on private healthcare than ten years ago (https://theobjective.com/economia/2024-09-13/sanidad-privada-gasto-bolsillo/#:~:text=El%20gasto%20medio%20por%20persona,Sanidad%20y%20actualizados%20este%20jueves.)
- Generics
- Generic drugs will have different prices than brand name drugs. Spain is the only country in Europe where generic and brand name drugs have the same price and this is a disincentive for the development of the generic industry. The penetration of generic drugs is stagnant at 41% in units and 21% in economic value (https://www.elespanol.com/invertia/observatorios/sanidad/20240910/medicamentos-genericos-precios-diferentes-marca/884661780_0.html)
Companies
- International news
- High-resolution diagnostics 4K medical images will reach 2.31 billion in 2032. Medicine is moving towards better-resolution images (https://www.plantadoce.com/entorno/diagnostico-de-alta-resolucion-las-imagenes-medicas-en-4k-alcanzaran-2310-millones-en-2032#:~:text=La%20medicina%20avanza%20hacia%20imágenes,millones%20de%20dólares%20para%202032.)
- Sanofi is betting on a “revolutionary factory” to respond to future pandemics. Located in Neuville-sur-Saône in the Rhône, the new production site is almost entirely mobile and modular and will make it possible to manufacture up to four vaccines at a time (https://www.lemonde.fr/economie/article/2024/09/11/sanofi-mise-sur-une-usine-revolutionnaire-pour-repondre-aux-futures-pandemies_6312453_3234.html#:~:text=Industrie%20pharmaceutique-,Sanofi%20mise%20sur%20une%20usine%20«%20révolutionnaire%20»%20pour%20rép)
- Pharmaceutical groups want to control greenhouse gases produced by asthma inhalers. Both GSK and AstraZeneca are finalizing trials of inhalers that have a much lower carbon footprint (https://www.ft.com/content/9e9dac20-8b22-432c-ab6f-2acc64eadbf6)
- Pfizer warns Biden that drug price controls could harm the development of certain cancer treatments (https://www.ft.com/content/b3ae2a1b-0c83-4535-bb0e-d10fadac1de1)
- AstraZeneca shares plunge after lung cancer drug trial fails (https://www.ft.com/content/8c18dabe-1414-4fbb-9202-e231bca95cd9)
- Moderna misses forecasts and delays breaking even until 2028 (https://www.consalud.es/salud35/internacional/moderna-falla-previsiones-retrasa-hasta-2028-alcanzar-equilibrio-financiero_148405_102.html#:~:text=Moderna%20ha%20retrasado%20en%20dos,del%2017%25%20en%20sus%20acciones)
- Roche’s anti-obesity pill is not convincing and its shares fall by 3.5%. Roche’s anti-obesity pill side effects are not convincing and its share price falls by 3.5% (https://www.consalud.es/salud35/internacional/pildora-contra-obesidad-roche-no-convence-valor-sus-acciones-cae-35_148410_102.html#:~:text=Este%20jueves%20las%20acciones%20de,caída%20del%203%2C5%25.)
- Gilead Sciences reveals that lenacapavir reduces HIV infections by 96% in a phase 3 trial (https://www.consalud.es/salud35/internacional/gilead-revela-lenacapavir-reduce-96-infecciones-vih_148401_102.html)
- Bausch + Lomb explores the sale of its contact lens division (https://www.ft.com/content/5272ebe0-146c-484c-8ae3-6fb6edc71fbb)
- National
- Vithas opens a new medical centre in Madrid (Majadahonda) (https://www.plantadoce.com/empresa/vithas-inaugura-nuevo-centro-medico-en-madrid#:~:text=Las%20instalaciones%20están%20situadas%20en,del%20Hospital%20Vithas%20Madrid%20Aravaca.)
- The German Ulrich Medical establishes its third international subsidiary in Spain. This century-old family business has already opened branches in the United States and France (https://www.plantadoce.com/empresa/la-alemana-ulrich-medical-constituye-su-tercera-filial-internacional-en-espana#:~:text=filial%20internacional%20%7C%20PlantaDoce-,La%20alemana%20Ulrich%20Medical%20constituye%20en%20España%20su%20tercera%20filial,crecimi)
- Cantabria Labs sells its nutrition subsidiary to ProA Capital for around 20 million euros (https://www.plantadoce.com/empresa/cantabria-labs-vende-a-proa-capital-su-filial-de-nutricion-por-unos-20-millones-de-euros#:~:text=PlantaDoce-,Cantabria%20Labs%20vende%20a%20ProA%20Capital%20su%20filial%20de%20nutrición,como%20Portugal%20y%20en%20Latinoa)
- A group of Grifols funds prepares a legal front against Brookfield’s takeover bid (https://cincodias.elpais.com/companias/2024-09-13/un-grupo-de-fondos-de-grifols-prepara-un-frente-legal-contra-la-opa-de-brookfield.html)
- CVC negotiates the purchase of Rovi assets for more than 3 billion (https://www.expansion.com/empresas/2024/09/10/66df5254e5fdea66268b45a6.html)