in just one week, the antigen self-test kit has entered the front line of covid-19 virus detection, and the price has changed from “noble” to “people-friendly”. The price of some products per person in pharmacies is less than 20 yuan, which is expected to become lower in the future
Following the announcement of the Tianjin pharmaceutical purchase center on the centralized maintenance of New Coronavirus antigen detection reagent in March 14th, as of now, a total of , Zhejiang, Lu Jin Alliance (Shandong province and Shanxi province formed drug purchasing alliance), Henan, Hubei, Inner Mongolia and other 7 provinces have started the COVID-19 antigen detection reagent collection.
multi provincial centralized procurement
Since the National Health Commission issued a document on March 11 to incorporate covid-19 antigen detection into the application, in just six days, the centralized purchase price of relevant detection products is almost “halved”, and the lowest price is 7.9 yuan / person.
Among the provinces that have announced the results of the successful election, Guangdong and Henan announced that Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) won the election, and the price of the election was adjusted to 9.8 yuan / person.
On March 16, Shandong public resources trading center announced the notice of the successful results of the special centralized procurement of covid-19 virus antigen detection reagent of Lujin alliance.
It is reported that a total of 11 enterprises applied for participation this time, and finally five enterprises were selected: Shenzhen Huada Yinyuan, Beijing Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Wuhan Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Zhejiang Orient Financial Holdings Group Co.Ltd(600120) gene biological products and Tianjin boassis. Among them, the lowest price is 7.9 yuan / person for the products of Shenzhen Huada Yinyuan, while Tianjin boosses won the highest price with 9 yuan / person, and the average winning price is about 8.3 yuan / person. The above five selected enterprises need to promise that the daily supply of Shandong and Shanxi is 20 million.
It is worth noting that many provinces have made restrictions on the rules of centralized purchase. For example, Shandong stipulates that enterprises need “low linkage” while declaring the lowest and highest bid price. Inner Mongolia also mentioned in the rules of centralized purchase that “in principle, the purchase price is not higher than the online price of other provinces and cities”.
Compared with the price of Guangdong antigen detection products selected by Guangzhou Wondfo Biotech Co.Ltd(300482) at 16.8 yuan / person in 2021, the average price of this centralized purchase is reduced by nearly 50%
From April 2021 to May, the Guangdong drug exchange center carried out the procurement of New Coronavirus test reagent alliance regional group. In terms of specific price, the quotation of antigen detection reagent is required to be ≤ 30 yuan / person. At that time, only when Guangzhou Wondfo Biotech Co.Ltd(300482) carried out the volume purchase, the purchase demand was 203505 people, and finally it was selected with 16.80 yuan / person.
In May 17, 2021, Guangdong Province issued a notice to do the work of purchasing and using New Coronavirus testing reagent in our province.
In terms of the current retail price, the unit price of covid-19 virus antigen detection kit fluctuates between 20 yuan and 30 yuan, and each platform has not been unified at present, the unit price of Beijing Hotgen Biotech Co.Ltd(688068) kit for one person sold on Taobao platform is 24.8 yuan, and the unit price of Guangzhou Wondfo Biotech Co.Ltd(300482) 20 people is 480 yuan, which is converted into 24 yuan. The price of the kit for five people is 125 yuan, and the price for 25 people is 568 yuan. The unit price converted into one person is about 23 yuan
In the overseas market, at present, the average price of covid-19 antigen reagent exported by Chinese enterprises to Europe is about US $0.9/person (about 5.5 yuan), and the average price exported to the United States is about US $2 / person (about 12 yuan). It is supplied to Hong Kong, China and currently approved enterprises. The quotation to the mainland channel is 12 yuan / person.
how to guarantee product quality
Does the enterprise still have profit margin under the quotation of nearly single digits?
At present, the retail price of covid-19 antigen detection reagent on the market is mostly between 20 yuan and 30 yuan, while the production cost is generally 2 yuan to 4 yuan. Due to the high proportion of self-produced raw materials, the cost may continue to be compressed.
The research report released by Gf Securities Co.Ltd(000776) Development Research Center shows that at present, the single production cost of antigen self-test reagent in China is about 2 yuan to 3 yuan, which is mainly composed of biological raw materials, NC film, plastic parts and labor among them, the expenditure on labor and plastic parts is generally stable, and the price fluctuation of biological raw materials and NC film will have a great impact on the cost while the main manufacturers of antigen self-test reagents in China have a high proportion of self-produced raw materials and have a strong ability to adjust the cost in the extreme case, the production cost can be reduced to 1.5 yuan (the contract manufacturer’s order receiving price is 1.9-2.5 yuan per piece) and up to 4 yuan (exported to high demand markets such as the United States).
The Research Report speculates that with the large-scale market application, Chinese government’s guidance price / purchase price is expected to reach about 8 yuan / person, and may be as low as 5 yuan / person after the later supply improvement
How to guarantee the quality of covid-19 antigen kit under such a low quotation?
Insiders believe that relevant departments have prepared a comprehensive supervision system for the antigen detection market, which means that covid-19 antigen detection reagent needs to meet a series of requirements such as quality control and function supervision on the basis of price reduction
In terms of quality supervision, the State Food and drug administration has issued a notice at the first time when the antigen detection plan was issued, instructing the provincial drug administrations to strengthen post Listing Supervision and strictly investigate and deal with illegal acts such as unlicensed production and operation (such as illegal factories) and production and operation of unregistered antigen detection reagents [such as varieties not approved for listing in China (mainland)].
store unit price less than 20 yuan
On March 6, 2020, at the beginning of covid-19 outbreak, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) covid-19 antibody detection reagent passed the national emergency approval and went on the market. The covid-19 antigen self-test reagent approved this time is one of Wantai covid-19 test product series.
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) has cooperated or will cooperate to sell covid-19 antigen self-test reagent products from jd.com, tmall.com, hungry, meituan and other network platforms, offline pharmacies and other channels.
In March 17th, the official account of the Lbx Pharmacy Chain Joint Stock Company(603883) pharmacy announced that the COVID-19 virus antigen test kit produced by the State Administration of drug administration and the boebio bioscience Co., Ltd. in Tianjin has been put on shelves in some Lbx Pharmacy Chain Joint Stock Company(603883) stores, and the price is 14.5 yuan / person.
It is reported that the stores selling antigen detection kits on Lbx Pharmacy Chain Joint Stock Company(603883) shelves this time include two provinces and cities, Hunan and Tianjin, involving 13 counties and districts.
On the morning of March 16, all urban areas of Changchun City, Jilin Province began to distribute covid-19 virus antigen detection kits and start the first batch of antigen screening. It is understood that this batch of covid-19 virus antigen detection reagents distributed free of charge totaled 3.34 million boxes, covering Chaoyang District, Nanguan District, Erdao District, Lvyuan District, Changchun new area, Jingyue high tech Zone, Yushu city and colleges and universities stationed in Changchun.
The reporter found on the microblog that netizens have begun to test covid-19 at homeImage source: microblog / center
On March 18, Jiao Yahui, director of the medical administration and medical administration bureau of the National Health Commission, made it clear at the press conference of the state information office that residents do not need to put on record when purchasing products tested by self-test antigen she also reminded the masses that once the antigen test is found to be positive, it must be reported as required
According to China’s law on the prevention and treatment of infectious diseases and other laws and regulations, it is also clearly stated that citizens have the responsibility and obligation to report infectious diseases. If the spread of infectious diseases is caused by failure to fulfill their responsibilities and obligations, they must bear corresponding legal responsibilities.
