Recently, Cailian reporter learned from many insiders that the eighth batch of centralized drug procurement organized by the state has officially started, involving 18 1 product specifications. According to statistics, the varieties of injections account for more than 60%, and there are many well-known super-large varieties. The threshold for selection has risen from 4 in the seventh batch of national mining to at least 5, and a cruel price reduction game is about to begin.
It is estimated that the quantity catalogue will be implemented in July and August after it is finalized.
Shortly after the national medical insurance negotiations, the eighth batch of centralized procurement was imminent.
1 1, the reporter of Cailian Association learned from many insiders that the eighth batch of centralized drug procurement organized by the state has officially started. The document shows that 13 10/0 Friday officially started the quantity declaration, requiring medical institutions to fill in the relevant drug procurement requirements as required and submit the data before February 8. Before February 2 1, the provincial medical insurance bureau submitted electronic documents and scanned copies to the joint procurement.
According to the list of varieties compiled by Cailian reporters, the eighth batch of countries adopted * * 4 1 product common name and 18 1 product specification, and 222 enterprises will participate. Compared with previous batches, the number of products included in the second batch is 32, the third batch is 56, the fourth batch is 45, the fifth batch is 62, the seventh batch is 6 1 piece, and the eighth batch is slightly less.
Zhang Tingjie, the founder of Fengyun Pharmaceutical and a senior expert in the pharmaceutical industry, predicted to the reporter of Cailian that according to the current comprehensive information, the medical insurance will be quoted about 30 days after statistics. Then according to the statistics node of the eighth batch of quotations, the eighth batch of quotations may be from mid-March to early April. The execution time is generally about 4 months after the quotation, and it is estimated to be around July and August.
"The report catalogue has been decided, and the enterprises inside must make all kinds of preparations during the Spring Festival. Those companies that are still waiting in line for the consistency evaluation of generic drugs should pay close attention. " Zhang Tingjie added.
These five companies have passed the rating threshold, and I'm afraid they are even more "rolled" this time.
There are two major changes in the catalogue of the eighth batch of centralized varieties: first, the entry threshold of varieties has changed from 3+ 1/4+0 to 4+1/5+0; Second, oral solution products are not in the catalogue.
Intranet data show that the total sales of 4/kloc-0 varieties in the variety list of public medical institutions in China in 20021year exceeded 60 billion yuan, of which more than 20 large varieties exceeded 65,438 billion yuan; Seven varieties have fierce competition, and the number of qualified enterprises has reached more than 10, including Bite Pharmaceutical, Yang Zijiang Pharmaceutical and Fosun Pharmaceutical (600 196. SH) is the main force.
It is understood that in 20 18, the national medical insurance bureau was established and the first batch of centralized procurement of generic drugs was carried out. So far, seven batches of centralized drug procurement have been completed. According to the price received in advance, the amount involved accounts for about 35% of the annual purchases of chemicals and biological drugs by public medical institutions. The average price decline of concentrated varieties narrowed from 52% in 4+7 belt purchase to 48% in the seventh batch.
At that time, the seventh batch of centralized procurement was also called the most "quantity" national procurement, 488 products from 295 enterprises participated in the bidding, and 327 products from 2 17 enterprises were eligible for bidding. Among them, omeprazole was rated as the "best-selling variety" with 28 items and 10 items, and the number of participants decreased by more than 90%. The price of anticancer drug Ranvartinib was reduced by 97%, and Voice (02096.HK) won the bid with the lowest 3.2 yuan (specification 4mg). At that time, the industry once lamented: "The price of anticancer drugs can't catch up with an ice cream."
"I'm afraid it will be even bigger this time!" Zheng Pei, general manager of Henan Marketing Enterprise Management Consulting Co., Ltd. bluntly told Cailian that the threshold for selection was from 3 original research institutes to 4 original research institutes, and the threshold for the eighth batch of national mining was 5 original research institutes. Subsequently, companies with generic drug conformity evaluation will be shortlisted before the bid opening. In short, the more bidding enterprises, the easier it is to form full competition, and the more participating enterprises. This also shows that centralized procurement is becoming more and more mature.
Zhang Tingjie told Cailian that the eighth batch of centralized procurement was not included in the variety list until five companies started, which is a challenge for enterprises to apply for approval of generic drugs. It is the wish of all enterprises to "catch up" in the consistency evaluation of generic drugs, but the competitive pattern of many varieties after over-evaluation is still ugly and clear, and it may be about ten if you are not careful. "Under the competitive pattern of about ten general-purpose products, the decline is still relatively large."
Zheng Pei told Cailian that the decline was mainly related to the reference price limit given by the Medical Insurance Bureau, but the reference price limit standard set by the Medical Insurance Bureau is not clear at present. It is estimated that the eighth batch of centralized mining will drop by more than 50%, but it is not excluded that individual varieties will drop by more than 80%, which is not much different from the previous batch of national mining. "The first reason is the large market capacity, many participating enterprises and fierce competition; Second, many varieties participated in provincial mining and alliance mining, reaching the lowest price requirement of the national network, and the price actually declined. "
Injections and antibiotics are the main characteristics of enterprises that benefit from large capacity.
According to the statistics of Cailian reporters, among the 4 1 varieties in this variety list, 27 varieties are injections, accounting for more than 60% of the injections. Minenet's data shows that injection is the main way of terminal drug use in public medical institutions in China, occupying more than 50% market share for many years. In 20021year, the sales of terminal chemical injections in public medical institutions in China exceeded 600 billion yuan, up 10% year-on-year.
Moreover, 17 anti-infective drugs are included in the list of varieties, among which there are many large varieties of antibiotics, such as cefotaxime injection, piperacillin tazobactam injection, cefoperazone sulbactam injection, cefodizime sodium for injection and other large varieties with market capacity of several billion yuan. Up to the seventh batch of national collection, 42 kinds of antibacterial drugs (excluding external drugs) have been included, including 26 kinds of oral dosage forms and 0/6 kinds of injections.
Pengyuan Credit previously released a research report that from the perspective of the diseases involved, centralized procurement gives priority to varieties involving a large number of people, large consumption and high purchase amount. From the beginning, we mainly purchased drugs for common diseases and chronic diseases such as hypertension, diabetes, digestive system diseases and immune diseases, and later expanded the scope to include major diseases in the fields of malignant tumors and rare diseases. Antitumor drugs and systemic antibacterial drugs are the categories with the largest clinical dosage in China. Injection is the biggest route of systemic antibacterial drugs. As more and more injection products are overvalued or regarded as overvalued, it is expected that more systemic antibacterial injections will join the centralized procurement camp in the future, and the market will be more and more affected.
Zheng Pei told Cailian that the reason for the consistency evaluation of generic drugs is that the varieties of injections are dominant. Because the consistency evaluation of injections is generally more difficult and the cycle is higher than that of oral products, there are many varieties of injections that focus on the consistency evaluation of generic drugs. From the point of view of sales, the choice space for enterprises to include injections in the variety catalogue will be more single, because most varieties of injections are sold in hospitals, but they cannot be sold online, pharmacies rarely sell them, and injection clinics used in grade hospitals are rarely used. Therefore, all the bidding manufacturers can only go shopping in the end. If the whole product is not good, it will be "a river of blood".
"From the perspective of cost control, the greater the production capacity, the lower the marginal cost and the more obvious the cost advantage, which is obviously beneficial to enterprises with relatively large production capacity." Zheng Pei believes that head enterprises will occupy a leading position in the eighth batch of centralized procurement.