On February 17, Shanghai Sunshine pharmaceutical procurement network released the notice on filling in the information of the seventh batch of drugs related to centralized drug procurement organized by the state, and the official announced that the seventh batch of centralized drug procurement was officially launched.
The scope of drug filling and reporting officially released this time has accumulated 208 product specifications. As more than 10 enterprises have been evaluated for some products, the fierce competition in this round of centralized procurement is expected to be inevitable. For example, omeprazole injection has been evaluated for at least 24 generic drugs.
Judging from the variety, the field of drug treatment involves antibiotics, cancer, diabetes, cardiovascular, nervous system and other fields. Antibiotics include roxithromycin, meropenem injection and other common drugs. In addition, products with high attention, such as alfatinib and erlotinib for lung cancer, irinotecan for colon cancer, omeprazole for digestive tract, oseltamivir for influenza “Star”, iodopanol as contrast agent, metoprolol for cardiovascular medicine, edaravone as brain protector, local anesthesia and lidocaine as antiarrhythmic drug, are also included in the scope of this round of centralized collection.
The inclusion of these drugs also means that relevant enterprises are about to usher in a fierce fight. Take oseltamivir as an example. 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, and the sales of Guangdonghectechnologyholdingco.Ltd(600673) drugs was about 5.933 billion yuan, accounting for more than 90% of the market.
Up to now, in addition to Guangdonghectechnologyholdingco.Ltd(600673) drugs, oseltamivir phosphate capsules from Borui pharmaceutical, Ouyi pharmaceutical of stone Pharmaceutical Group, Sichuan Kelun Pharmaceutical Co.Ltd(002422) and Shanghai Zhongxi three-dimensional pharmaceutical have passed the consistency evaluation. In addition, a total of 14 companies, including Chengdu Beite pharmaceutical, Yipinhong Pharmaceutical Co.Ltd(300723) , Yangtze River Pharmaceutical and Beijing Beijing Sl Pharmaceutical Co.Ltd(002038) , have submitted listing applications. Based on this, in this round of centralized mining, these enterprises, including Guangdonghectechnologyholdingco.Ltd(600673) drugs, are expected to be under great pressure.
Similar to oseltamivir, a “miracle drug for influenza”, there is omeprazole, a “miracle drug for stomach diseases”. According to the data of Intranet, in 2020, the sales scale of omeprazole injection in China’s medical market was 5.21 billion yuan. Among similar injection products for the treatment of peptic ulcer, omeprazole injection ranked first in sales. In terms of market pattern, Beijing Aosaikang Pharmaceutical Co.Ltd(002755) has a market share of nearly 40%, followed by the original AstraZeneca with a market share of 16.32%, In addition, more than 20 enterprises have passed the consistency evaluation.
In the previous fifth batch of national centralized procurement catalogue, esmeprazole, which is also commonly used in clinical treatment of gastrointestinal ulcer, has been included, with a drop of more than 90% under the situation of over evaluation by nearly 20 enterprises. Among them, the price of esomeprazole sodium for injection (40mg * 10 bottles / box) of Jiangsu Beijing Aosaikang Pharmaceutical Co.Ltd(002755) pharmaceutical industry decreased from 572.9 yuan to 37 yuan, a decrease of 93.54%.
In addition, as a second-generation non-ionic hypotonic contrast agent, the contrast agent iodophor is one of the commonly used iodine contrast agents in China, ranking fifth among the top 20 varieties of contrast agents. In 2019, the market sales of iodopanol injection in China reached 1.14 billion yuan. At present, China’s approved manufacturers of iodopanol injection include bleco, Nanjing Tianqing, Beijing Beijing Beilu Pharmaceutical Co.Ltd(300016) , Guangzhou Kangchen pharmaceutical and Shanghai Zhejiang Starry Pharmaceutical Co.Ltd(603520) . Among them, boleko is the general agent of the original research, and its market share is far ahead, reaching 85.2% in 2020. Beijing Beilu Pharmaceutical Co.Ltd(300016) due to the early listing time of imitation, the current market share is high.
It is worth noting that edaravone is the only variety that has entered the first batch of national key monitored rational drug use drug catalogue in this centralized purchase. Before the drug was listed in the national key drug control catalogue, its sales in national public medical institutions in 2018 was as high as 5.026 billion yuan, but it was also questioned because of its status as an “auxiliary drug”.
Edaravone is a hydroxyl radical scavenger. The original manufacturer is Mitsubishi pharmaceutical, which has been imitated by Xiansheng pharmaceutical, Jilin Boda, Sinopharm Guorui, Yangzi River and other enterprises. After being included in the key monitoring, the sales volume of edaravone of Xiansheng pharmaceutical in 2019 is still as high as 1.1 billion yuan, with a market share of 36.8%, ranking first. Edaravone is expected to have a significant impact on the performance of Xiansheng pharmaceutical after it is included in the centralized mining.
According to dingxiangyuan insight database, there are 8 enterprises that have passed / deemed to have passed the consistency evaluation, including Xiansheng pharmaceutical, Jilin Boda, Fujian Tianquan pharmaceutical, Yangzijiang Pharmaceutical Group, Shanghai haini pharmaceutical, Sinopharm group Guorui pharmaceutical, Kunming Jida pharmaceutical, Zhengda Fenghai pharmaceutical and Qilu pharmaceutical.
