22.6 billion 150 pharmaceutical companies fight! 6 varieties lit up a large number of "barefoot" varieties to attack.

On July 29, Shanghai Sunshine Pharmaceutical Procurement Network issued an announcement, the third batch of collection was officially launched.
large-scale procurement, over-evaluation of enterprises, head drug enterprises, the third batch of collection is very attractive.
56 generic drugs in 2019 China's public medical institutions terminal sales of more than 54 billion yuan, involving a maximum procurement amount of 22.6 billion yuan, six varieties of procurement of more than 1 billion, nearly 150 enterprises (in group terms) can participate in the competition.
22 drugs can participate in the number of competing enterprises up to 5 and above, more than a month time, 17 drugs have been added to the evaluation of enterprises, Yangzijiang lead, 12 enterprises can bid for the number of varieties up to 5 and above, of which Yangzijiang, Zhongsheng have 9 "barefoot varieties."
1: The third batch of 56 generic drug competition pattern 22.6 billion! 6 varieties of procurement volume of more than 1 billion, 3 hundred billion market shuffle June 23, about the third batch of 56 generic drugs circulated in the industry; Enterprise opinion; July 29, Shanghai Sunshine Pharmaceutical Procurement Network officially released the third batch of national collection documents, compared to the online version, cyclosporine and ramifed 100 mg specifications were transferred out, non-naxhamide two different adaptive disorders separate quotation is not worse than.
official documents, 56 varieties of procurement rules, the first year of the agreed procurement volume, the first year of each procurement varieties agreed procurement volume and other content are clear.
according to the first year of each procurement varieties agreed procurement volume and the highest effective declared price, the collection of 56 varieties involved in the procurement scale of more than 22.6 billion yuan.
2: Of the 56 varieties with a procurement scale of more than 1 billion yuan, 17 varieties have a procurement scale of less than 100 million yuan and 6 varieties have a procurement scale of more than 1 billion yuan.
meters in-network data show that the procurement scale of more than 1 billion yuan of 6 varieties, metformin oral normal release agent type, Tigrelo oral normal release agent type, non-naxiong amine oral normal release agent type (5mg) competition is the most intense, the number of over-evaluated enterprises are 27, 7, 7.
moxisacin sodium chloride injection, methyl cobaltamine oral normal release dosage form, amino glucose oral normal release type of these three varieties of over-evaluated enterprises were 2, 2, 3.
It is worth mentioning that moxisacin sodium chloride injection of the over-evaluated enterprise Red Day Pharmaceuticals and Aike Pharmaceuticals, methyl cobaltamine oral regular release agent type of the over-rated enterprise Yangzijiang Nanjing Hailing and Qingfeng Pharmaceuticals, amino glucose oral regular release type of one of the over-evaluated enterprises in good faith pharmaceutical industry, are related varieties of "barefoot" enterprises.
these three varieties are both large-scale procurement, but also friendly competition pattern, presumably enterprises will actively campaign.
Figure 1: The distribution of the treatment field of the third batch of collected varieties from the treatment field of 56 varieties, nervous system drugs, systemic anti-infective drugs, digestive system and metabolic drugs involved in the largest number of varieties, respectively, 10, 9, 8. According to
meters intranet data, in 2019 China's urban public hospitals, county-level public hospitals, urban community centers and township hospitals (China's public medical institutions) terminal nervous system drugs, systemic anti-infective drugs, digestive system and metabolic drugs in the three major therapeutic areas of sales of more than 100 billion yuan.
three major therapeutic areas of the three varieties are included in the collection, will have an impact on its drug pattern.
22 drugs fierce competition, 17 new drug players 56 generic drugs are to meet the full competition conditions of 3 and above, of which 38 drug evaluation enterprises up to 3 and above (28 drug research manufacturers have been approved for import), 18 drug evaluation enterprises have been approved for 2, the original research manufacturers have been approved for import.
Table 3: The number of enterprises that meet the conditions up to 5 or more pharmaceutical notes: the number of enterprises that meet the conditions of enterprise name 22 generic drugs can participate in the competition of the number of enterprises up to 5 and above, compared with the online version of the data (as of June 24), there are 8 generic drugs added to the "full 5" queue.
Metformin oral normal release dosage form, metformin slow release control release type, Catopri oral regular release dosage form to meet the threshold of more than 10 enterprises, of which metformin oral release dosage form as many as 28, the intensity of competition can be imagined.
Table 4: There are new comments on the enterprise's drug note: the number of enterprise names and as of June 24 data, a short period of more than a month, there have been 17 new drug evaluation enterprises, "new players" involved in Qilu, Huahai, People's Fu, Yangzijiang, Shi four drugs and other enterprises.
Tofatib oral regular release dosage form added the largest number of new enterprises, a total of 3 new entry; Apixaban oral regular release dosage form, O nitrogen flat oral disintegration tablets and other 8 drugs each added 2 evaluation enterprises; ibuprofen granules, metformin slow release control release type and other 8 drugs each added 1 over-evaluation enterprise.
The third batch of national data declaration as of August 20, 2020 at 7:30 a.m., in the period before the deadline for the submission of information approved enterprises, in principle, there is still the possibility of participation, it can be seen that by the day of the actual opening of tenders, the degree of competition may be more intense than the current.
Yangzijiang, Shi medicine, Qilu ... The 10 major head drug enterprises fighting significantly different from the first and second batch collection is that the third batch of collected varieties of TOP10 evaluation enterprises are domestic pharmaceutical leading enterprises, Huahai, Beijing New and other "barefoot" enterprises only sporadic varieties of evaluation.
large-scale procurement, over-evaluation of enterprises, head drug enterprises, the third batch of collection will undoubtedly be the most point of view.
Figure 2: The third batch of collected varieties TOP10 evaluation enterprises (by group) (units: one) rice in-network consistency evaluation database shows that the third batch of collection varieties, Yangzijiang Pharmaceutical Group with 11 over-rated varieties to lead, China's biopharmaceuticals involved in Over-rated varieties for 9, Stone Pharmaceutical Group, Shanghai Pharmaceutical Group have 8, Qilu Pharmaceutical has 7, Hengrui Pharmaceuticals, Howson Pharmaceuticals, Fosun Pharmaceuticals and other 3 enterprises involved in the evaluation of 6 varieties are 6, Colleen Pharmaceuticals and Great Health are involved in 5 over-rated varieties.
Figure 3: The third batch of "barefoot" varieties TOP5 enterprises (units: one) 56 varieties, most of the varieties of enterprises in 2019 or this year were approved and treated as the same, some varieties have been listed for many years but in 2019 China's public medical institutions terminal sales performance in general, the winning bid is "barefoot" varieties to open up the market a great opportunity.
The third batch of TOP5 "barefoot" enterprises, Yangzijiang Pharmaceutical Group, China Biopharmaceuticals have 9 "barefoot" varieties, Stone Pharmaceutical Group, Qilu Pharmaceuticals, Howson Pharmaceuticals have 7, 6, 5 "barefoot" varieties.
not difficult to find, these 5 enterprises are not only 56 varieties of leading enterprises, but also the main "barefoot" enterprises, presumably august 20, the opening day is bound to usher in a big battle! Figure 4: The third batch of collected varieties TOP5 transnational pharmaceutical enterprises (units: units) in the third batch of collection varieties, a number of multinational pharmaceutical companies were included in the heavy varieties, large-scale "imitation of the original research" scene is expected to be staged again.
according to Minet, Pfizer and Mercer East have 5 varieties included, AstraZenein has 4 varieties included, Shiguibao, Novarhua have 3 varieties included.
Rules partial fine-tuning, enterprise quotation attention to these points from the published documents, the third batch of countries inherited the second batch of national mining basic framework and rules, in the proposed selection of enterprises to continue the previous three magic weapons: fuse, look at the decline, absolute price, that is, to meet no more than the minimum price of 1.8 times, a decrease of more than 50%, or unit comparable price does not exceed 0.1 yuan one of the three conditions can be selected.
have been fine-tuned: 1, "access quantity" change.
Through the initial selection of quotation finalists, up to 8 finalists (the second batch of up to 6 finalists), the number of top finalists increased, for the number of over-evaluated enterprises and follow-up declaration enterprises to give a certain opportunity;
share of the eight antibiotics, including amoxilin, was cut by 10 per cent, according to the company's previous share based on the number of selected companies.
Not only take into account the amount of national harvest, but also take into account the clinical use and actual situation, 3, the continuation of the previous number of shortlisted enterprises corresponding to the procurement cycle, but the three injections such as azacine limited procurement cycle of 1 year, perhaps in order to be consistent with the follow-up evaluation.
the first two batches of three-wheeled volume procurement price reduction effect is better, the market signal is obvious, the Health Insurance Bureau to promote generic drugs to replace the original drug is very firm.
, the original drug has either chosen to bid with the generics or withdrawn from most of the public medical institutions market.
the third batch of national mining, 45 pharmaceutical manufacturers have been approved for import, of which 32 drugs in 2019 China's public medical institutions terminal by the original research manufacturers to dominate the market, accounting for more than 50%.
these foreign companies sell a higher proportion of varieties, if the failure of the bid will mean a significant decline in sales.
After the previous rounds of collection, I believe that many foreign enterprises are no longer choose to wait-and-see attitude, but consider participating in the collection and reasonable quotation, so as to preserve the original market, so do not rule out the third batch of foreign enterprises will increase their participation.
For foreign enterprises, the current original drug and generic price difference is not very competitive products, such asacid sidina non-tablets, lamif tablets, celescyb capsules, dopanlione tablets, loxyfluorosa star eye drops, left ethyl lactam injection, left ethyl lactam oral solution and other varieties, the original research drug market share is higher, and the price difference with generic drugs.
For domestic pharmaceutical enterprises, there is a strong supply of raw materials to back up the enterprise, in the quotation time more reported ultra-low prices, the probability of winning the bid is also greater;
, the national quotation is big data, comprehensive information collection, specifications, strategy comprehensive use of technical work, light calculation costs, research rules is far from enough.
source: Mi in-network database, Shanghai Sunshine Pharmaceutical Procurement Network Note: data statistics as of July 29, if there are omissions, welcome to point the right! Original title: 22.6 billion, 150 pharmaceutical companies blood! 6 varieties bright, Yangzijiang, Qilu, stone medicine ... A large number of "barefoot" varieties came.