2022-06-23-艾昆纬-2022年美国的药物使用情况（英）_64页_5mb

Health Services Utilization: Medical services are back to near-pandemic levels, though utilization deficits persist (10% below baseline). Mental health visits increased by 26% during the pandemic due to stress/anxiety, while visits for other conditions declined 2%. Telehealth use surged to 15% in April 2020 but fell to 4% in 2021, especially effective in mental health.

Medicine Use:

• Prescription drug use reached a record 194Bn daily doses in 2021, rebounding from 1.9% growth in 2020.
• Chronic conditions like cardiovascular disease and diabetes saw fluctuations but mostly recovered.
• Specialty medicines accounted for 55% of spending, up from 28% a decade ago, driven by autoimmune and oncology treatments.

Medicine Spending Drivers:

• Spending rose 12% in 2021 to $407Bn at net manufacturer prices, with $29Bn from COVID-19 vaccines/therapeutics.
• Patent expiries/biosimilars (e.g., Humira, $10Bn lost in 2020) reduced branded spending.
• Price increases for protected brands averaged 5% (WAC) and 1% (net), below inflation.

Patient Out-of-Pocket Costs:

• Total OOP costs rose $4Bn to $79Bn in 2021, but 8% of patients faced costs >$500 (vs. 16% of Medicare). Most prescriptions (<$20) had low OOP costs.
• Insulin abandonment increased due to high costs; capping costs at $35 could save $555Mn.

Outlook to 2026:

• Growth returns to pre-pandemic trends (1-4% CAGR), led by immunology, oncology, and neurology.
• Specialty spending may peak at $450Bn, while biosimilars could reduce net growth.
• New brands projected at $113Bn, but exclusivity losses ($56Bn) offset by competition.
• Insulin costs likely decline further through 2026 due to rebates/biosimilars.