On February 17, Shanghai Sunshine pharmaceutical procurement network issued the notice on filling in the information of drugs related to the seventh batch of national drug centralized procurement (hereinafter referred to as the notice), announcing the official launch of the seventh batch of national drug centralized procurement. The notice points out that since February 18, the joint procurement office has carried out the filling of drug information related to centralized drug procurement organized by the seventh batch of countries.
According to the notice, the scope of drug filling officially released this time involves 59 varieties and 208 product specifications. Among them, there are many large varieties with sales of more than 1 billion yuan, such as oseltamivir oral constant release dosage forms, and more than 10 or more enterprises have passed (deemed to have passed) consistency evaluation. Taking omeprazole injection as an example, at least 24 generic drugs have been evaluated.
large item concentration
the competition for centralized purchase is more intense
Chen Jinfu, deputy director of the National Medical Security Bureau, publicly pointed out earlier that this year, the National Medical Insurance Bureau will guide local governments to check and fill vacancies around large varieties and common diseases according to clinical needs. Centralized drug purchase will be carried out in three sectors: chemical medicine, Chinese patent medicine and biological medicine.
On this list, the field of drug therapy involves antibiotics, cancer, diabetes, cardiovascular, nervous system and so on. Among them, oseltamivir, omeprazole, edaravone and other large varieties of drugs are involved. With the inclusion of many large varieties of drugs, it can be predicted that the price competition in the seventh batch of centralized procurement will be more intense.
For example, oseltamivir, according to the data of Intranet, in 2019, the total sales of oseltamivir in public medical institutions and urban physical pharmacies in China exceeded 6.5 billion yuan, of which the sales of Guangdonghectechnologyholdingco.Ltd(600673) drugs was about 5.933 billion yuan, accounting for more than 90% of the market.
At present, there are four enterprises in China that have passed the consistency evaluation of oseltamivir phosphate capsules, including Borui pharmaceutical, Ouyi pharmaceutical of stone Pharmaceutical Group, Sichuan Kelun Pharmaceutical Co.Ltd(002422) and Shanghai Zhongxi 3D pharmaceutical. In addition, a number of pharmaceutical enterprises have submitted listing applications for related drugs. In other words, the competitive pressure of Guangdonghectechnologyholdingco.Ltd(600673) drugs will be very high in this round of centralized mining.
In addition, omeprazole injection, a gastropathy drug, and edaravone, the only national key monitored drug of rational use that has entered the centralized purchase list, have a market sales pattern similar to oseltamivir, and many enterprises have passed (deemed to pass) the consistency evaluation. Therefore, the above drugs are included in the centralized purchase, which will have a great impact on the performance of relevant drug enterprises.
Shi lichen, an expert in pharmaceutical strategic marketing, told the Securities Daily that the seventh national centralized purchase involves more product specifications and more large single products, which will lead to the decline of the business volume of many large single product enterprises, especially the large single product pharmaceutical enterprises that have not entered the centralized purchase, the business volume will fall precipitously, and the market share of multiple competitive product specifications will decline even if they enter the centralized purchase, This is related to the regional distribution mode after centralized mining.
For the intensified competition among enterprises caused by large single products, a pharmaceutical industry practitioner who did not want to be named believed that in the quotation process, each pharmaceutical enterprise will inevitably face a “prisoner’s dilemma”. However, generally speaking, the shortlisted enterprises will not be the only one to win, so even if one or two enterprises give ultra-low prices in the quotation process, it will not affect the overall situation on the whole.
Another marketing expert in the medical industry told the reporter of Securities Daily that after several rounds of centralized procurement, I believe enterprises have also made psychological preparations. As long as the medical reform continues, enterprises must reduce costs and transform.
the state will comprehensively deepen the promotion of centralized mining
the industry said that the industry was ready
According to statistics, up to now, the national centralized procurement has been carried out in six batches, covering 234 kinds of drugs, involving an amount of about 240 billion yuan, accounting for about 30% of the purchase amount of chemical and biological drugs in public medical institutions. Among them, the field of chemical medicine covers 218 varieties.
As early as February 11, Chen Jinfu, deputy director of the state medical security administration, introduced at the “regular briefing on the policy of the State Council on deepening the reform progress of centralized procurement of drugs and high-value medical consumables”. From the cumulative results of the three-year reform, the state organized centralized procurement to save more than 260 billion yuan. Generally speaking, the price level of drugs shows a steady downward trend.
Chen Jinfu once pointed out that China will promote the speed-up and expansion of centralized mining in an all-round way. By the end of 2022, the total number of national and provincial centralized procurement of drugs will reach more than 350 in each province, and the variety of high-value medical consumables will reach more than 5, making centralized procurement the basic mode of procurement for public medical institutions.
For the seventh batch of national mining, an unnamed pharmaceutical industry practitioner told the Securities Daily that the industry had already made psychological preparations for national centralized mining.
For the changes brought by centralized purchase to the industry, Shi lichen stressed that with the promotion of centralized purchase, the layout of pharmaceutical enterprises at the product level will also be adjusted rapidly, and the R & D structure will also change. In the future, the R & D of Chinese pharmaceutical enterprises will speed up and make profits with innovative drugs, and Matthew effect will be more obvious. At the same time, the grey income of medical institutions will be further squeezed, because there is no grey space for products entering centralized purchase. Many pharmaceutical enterprises will abolish a large number of regional marketing personnel, and the regional marketing ability of pharmaceutical enterprises will be further weakened.
At the same time, the above-mentioned marketing experts in the medical industry told the reporter of Securities Daily that after several years of exploration, the effectiveness of national volume procurement has initially appeared. It is conceivable that what the country needs to do next is to promote volume procurement to a more in-depth stage.
