The Sixth Batch of national drug gathering (diabetes special project) has been completed and is officially implemented by the end of May this year. The industry believes that the next seventh batch of national centralized procurement will return to the field of chemical medicine. According to the analysis of Southwest Securities Co.Ltd(600369) Research Report, 12 heavy varieties with sales of more than 1 billion yuan in 2020 have met the conditions of national centralized collection, including omeprazole sodium for injection, meropenem for injection, etc.
So far, the national centralized drug purchase has carried out six batches and seven rounds (including "4 + 7 expanded centralized purchase"), 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. In addition to the Sixth Batch of diabetes special collection, the first five batches were targeted at the field of chemical drugs, covering 218 varieties. Among the existing clinical drugs, there are about 490 varieties of chemical drugs, and more than half of them are not included in the scope of centralized purchase.
According to the analysis of Southwest Securities Co.Ltd(600369) Research Report, almost all core generic drugs of key companies have participated in centralized procurement, and the impact of marginal effect will be greatly weakened. In the future, centralized purchase will probably focus on two or more varieties that have been "evaluated". At present, there are 202 varieties that meet the conditions of centralized purchase, and there are 12 large varieties that have not participated in centralized purchase among the top 100 sales.
Among the 12 potential heavy varieties, 10 are injection types, including meropenem for injection, piperacillin sodium for injection, tazobactam sodium, tegacyclin for injection, cefoxitin sodium for injection, Cefmetazole sodium for injection, Cefminox Sodium for injection, enoganosin sodium injection solution, zoledronic acid injection, ketorolac tromethamine injection Omeprazole sodium for injection, the first six are antibiotics.
According to intranet data, in 2020, the sales of terminal drug injections in public medical institutions in China exceeded 570 billion yuan, accounting for nearly 60% of the chemical drug market share. Since 2020, there has been a "blowout" in the consistency evaluation of injections. From 2017 to 2020, a total of 78 injection varieties (216 product specifications) have been "evaluated". In the first half of 2021, 114 injection varieties (517 product specifications) passed or were deemed to have passed the consistency evaluation. With the advancement of injection consistency evaluation, as a dosage form with large clinical dosage and high amount of purchase, injection has become the main dosage form of centralized purchase. For example, in the fifth batch of national centralized procurement that has been implemented, the varieties of injections account for 48% of all the selected varieties and the amount accounts for 70%, including large varieties with annual sales of more than 1 billion yuan, such as esmprazole for injection.
After esmprazole for injection was included in the fifth batch of national centralized procurement, the industry expects that it is only a matter of time for sodium omeprazole for injection, which is also a proton pump inhibitor, to enter the list of centralized procurement. According to the data of Intranet, in 2020, the sales of omeprazole sodium for injection in the terminals of public medical institutions in China was 5 billion yuan, ranking first among the injection products of similar drugs for the treatment of peptic ulcer. The highest market share is Beijing Aosaikang Pharmaceutical Co.Ltd(002755) , 41.55%; AstraZeneca, the original research pharmaceutical company, ranked second, at 14.31%; Hainan Lingkang Pharmaceutical (6.5%), North China Pharmaceutical Company.Ltd(600812) (5.84%), Wuzhong pharmaceutical Suzhou Pharmaceutical (3.58%) followed. Among the above 12 potential heavy varieties for centralized mining, omeprazole sodium for injection is the one with the most "evaluated" enterprises, including 21 enterprises such as Hainan Beite, Yipinhong Pharmaceutical Co.Ltd(300723) , Beijing Aosaikang Pharmaceutical Co.Ltd(002755) , Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) , and the competition for centralized mining will be very fierce.
The sales of meropenem for injection, a large variety of antibiotics, reached 9.21 billion yuan in 2020, which is the highest among the 12 potential heavy varieties. The original research drug is Sumitomo pharmaceutical of Japan, and six enterprises have been evaluated, including Haibin pharmaceutical, Hanhui pharmaceutical, Shiyao Ouyi, Pku Healthcare Corp.Ltd(000788) , Shenzhen Huayao Nanfang pharmaceutical and Chongqing shenghuaxi pharmaceutical. As the second generation of carbapenem antibiotics, meropenem for injection entered China in 1999, and a total of 10 Chinese pharmaceutical enterprises have the approval of this variety. According to Ding Xiangyuan insight database, in addition to the above six enterprises that have been evaluated, Shanghai Shangyao Xinya Pharmaceutical Co., Ltd. and Zhuhai United laboratories have made no progress, and Haikou pharmaceutical factory and Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) are in the stage of submitting supplementary applications.
In addition to 10 types of injections, 12 heavy varieties collected intensively include nifedipine controlled-release tablets and metoprolol succinate sustained-release tablets.
According to the data of Intranet, in 2020, the sales of nifedipine in China's hospital market reached 6.8 billion yuan, plus the retail market of nearly 1.8 billion yuan, the overall market was nearly 8.6 billion yuan. Nifedipine is mainly used for hypertension, coronary heart disease and exertional angina pectoris. As a long-term controlled-release preparation, it has great advantages in clinical treatment. According to dingxiangyuan insight database, there are five "over rated" enterprises of nifedipine control tablets, including Honglin pharmaceutical, Baiyang pharmaceutical, Xiansheng pharmaceutical, Hefei Lifeon Pharmaceutical Co.Ltd(003020) and Yiheng pharmaceutical.
Metoprolol succinate sustained-release tablets are also used for hypertension and angina pectoris. A total of 20 enterprises in China have obtained drug approvals, including Derek pharmaceutical, plokangyu pharmaceutical, Hainan Huayi Taikang Pharmaceutical, Heyuan pharmaceutical, Nantong Yalian pharmaceutical and Guangdonghectechnologyholdingco.Ltd(600673) pharmaceutical, which have been "evaluated", and Hainan Huayi Taikang Pharmaceutical has the most "evaluated" products, Four quality specifications passed the consistency evaluation.
According to the analysis of Southwest Research Report, in terms of the number of varieties, according to the rhythm of two batches a year, the number of centralized collection products is increasing, and the rhythm of centralized collection is significantly accelerated. In terms of varieties and types, from oral generic drugs to difficult generic injections to biological agents, centralized collection and expansion have been realized to achieve normalization in an all-round way. From the perspective of procurement rules, the latest price reduction of the Sixth Batch of centralized purchase tends to be rational, and takes full account of the actual production capacity of the enterprise, ensures the stability of medication, and guides the upgrading of clinical products and the innovation and upgrading of industry development.
(source: Beijing News)
