As expected by the industry before, the seventh batch of Guocai returned to chemical medicine. A few days ago, the notice on submitting the procurement data related to the scope of the seventh batch of national drug centralized procurement varieties issued by the joint drug procurement office of the outflow country organization in the industry will start the volume reporting on January 26. The volume reporting list involves 58 varieties and 208 product specifications, including large varieties with sales of more than 1 billion yuan, such as oseltamivir oral constant release dosage form, etc.
Up to now, the national centralized purchase of drugs 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.
meropenem and other antibiotics entered the volume report list
The field of drug treatment involves antibiotics, cancer, diabetes, cardiovascular, nervous system and so on. Among them, there are seven varieties of antibiotics. In addition to the common cefixime, roxithromycin and clindamycin phosphate, there are four special use grade antibiotics, namely meropenem injection, micafungin injection, cefepime injection and tegacyclin injection.
Meropenem injection belongs to a large variety of antibacterial drugs. It is a synthetic broad-spectrum and powerful carbapenem β Lactam antibiotics. Meropenem for injection was first developed by Sumitomo Dainippon pharma. It was listed in Italy in 1994 and approved to be listed in China in 1999. According to the data of iqvia and Intranet, the sales amount of meropenem for injection in China in 2020 was 5.13 billion yuan (calculated based on the bidding price). Meropenem injection has a total of 10 enterprises with approval documents. The products of 7 enterprises, Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) , shenghuaxi pharmaceutical, Pku Healthcare Corp.Ltd(000788) , Nanfang pharmaceutical, Shiyao group Ouyi pharmaceutical, Hanhui pharmaceutical and Haibin pharmaceutical have passed the consistency evaluation.
In addition, omeprazole injection, octreotide injection, iodophor injection, clindamycin injection and other large varieties with sales of more than 100 million yuan have also been included in this volume report list. Among them, clindamycin phosphate injection has the most product specifications, reaching 20. According to the insight database of dingxiangyuan, there are 333 approvals for clindamycin phosphate injection, involving 162 enterprises. The original drug of clindamycin phosphate injection has not been listed in China. According to iqvia data, the Chinese market scale of clindamycin phosphate injection in 2020 is 697 million yuan (calculated based on the bidding price). As of January 24, only 12 enterprises such as Cisen Pharmaceutical Co.Ltd(603367) , Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) , Shandong Xinhua Pharmaceutical Company Limited(000756) , North China Pharmaceutical Company.Ltd(600812) had passed / deemed to have passed the consistency evaluation, and the rest had no progress.
edaravone “appeared”
Among the 58 varieties, edaravone is the only drug that has entered the first batch of key monitored and rational drug use drug catalogue. In 2018 before the release of the national key drug monitoring catalogue, the sales of edaravone in public medical institutions across the country reached 5.026 billion yuan.
Edaravone is a hydroxyl free radical scavenger, which can help produce motor neurons by reducing oxidative stress and delaying muscle weakness and atrophy. The original manufacturer is Mitsubishi pharmaceutical, which was approved in Japan in 2001 to improve nerve and dysfunction caused by acute cerebral infarction. In June 2015, Japan and South Korea first approved edaravone for the treatment of amyotrophic lateral sclerosis (ALS, commonly known as “frostbite”); In May 2017, the US Food and Drug Administration (FDA) approved edaravone for the treatment of ALS patients. In August 2019, it was approved to be listed in China. Amyotrophic lateral sclerosis is a rare neurodegenerative disease, which can lead to the gradual destruction of motor neurons and muscle atrophy of the whole body.
Xiansheng pharmaceutical, Jilin Boda, Sinopharm Guorui, Yangzi River and other enterprises have successively imitated it. Based on the sales revenue in 2019, edaravone accounts for 11.6% of China’s neuroprotective drug market.
After edaravone was included in the key monitoring, in 2019, the sales volume of edaravone of Xiansheng pharmaceutical still reached 1.1 billion yuan, ranking first in China’s edaravone market with 36.8% market share. In 2020, because edaravone of Xiansheng pharmaceutical was not included in the national medical insurance catalogue, the sales revenue decreased, which affected the total revenue of Xiansheng pharmaceutical to decline by 10.5% year-on-year.
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.
star anti influenza drug oseltamivir entered the volume list
Among the 58 varieties, there is another drug that has become a “Star” due to influenza – oseltamivir. The oral constant release dosage form of oseltamivir is included in the list of reported quantities this time.
According to the data of Intranet, in 2019, the total sales of oseltamivir in public medical institutions and physical pharmacies in Chinese cities exceeded 6.5 billion yuan, and the sales of oseltamivir, the core product of Guangdonghectechnologyholdingco.Ltd(600673) medicine, was about 5.933 billion yuan, accounting for more than 90% of the market. Affected by covid-19 epidemic, China’s population flow has decreased, and the number of hospital diagnosis and treatment activities, prescriptions and drug sales have decreased accordingly. In 2020, the sales of Guangdonghectechnologyholdingco.Ltd(600673) oseltamivir fell sharply to 2.068 billion yuan; In the first half of 2021, the sales fell to 53.6 million yuan.
Taking the capsule dosage form in the oral normal release dosage form as an example, up to now, in addition to Guangdonghectechnologyholdingco.Ltd(600673) , 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 / deemed to have passed the consistency evaluation. In addition, 14 companies, including Chengdu Beite Pharmaceutical Co., Ltd., Renhe Xidelong Pharmaceutical Co., Ltd., Jiangsu Nuotai osano biopharmaceutical Co., Ltd., Zhongshan wanhan Pharmaceutical Co., Ltd., Qilu Pharmaceutical Co., Ltd., Sinopharm Junzhi, Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Yipinhong Pharmaceutical Co.Ltd(300723) , Yangzijiang Pharmaceutical Co., Ltd., Beijing Beijing Sl Pharmaceutical Co.Ltd(002038) , Zhuhai homologous Pharmaceutical Co., Ltd., Chongqing shenghuaxi Pharmaceutical Co., Ltd., Shanxi Tongda Pharmaceutical Co., Ltd. and Jiangsu desaino Pharmaceutical Co., Ltd., submitted listing applications, Guangdonghectechnologyholdingco.Ltd(600673) drugs will face greater competition and survival pressure in the future.
However, Guangdonghectechnologyholdingco.Ltd(600673) has many new drugs in the field of antiviral and diabetes, and there are many other generic drugs that are applicable to China. The treatment field covers many fields of treatment, such as diabetes, digestive system diseases and central nervous system diseases. Whether it can effectively deal with business risks and external market risks remains to be known until the industrialization of relevant products.
