22.6 billion 150 pharmaceutical companies fight hard! 6 varieties bright a large number of "barefoot" varieties attacked.

Pharmaceutical Network July 31 - July 29, Shanghai Sunshine Pharmaceutical Procurement Network issued an announcement, the third batch of collection officially launched.
large-scale procurement, many over-rated enterprises, head drug enterprises, the third batch of collection is very attractive.
56 generic drugs in 2019 in China's public medical institutions terminal total sales of more than 54 billion yuan, involving the highest procurement amount of 22.6 billion yuan, 6 major varieties of procurement amount of more than 1 billion, nearly 150 enterprises (in group terms) can participate in the competition.
22 drugs can participate in the number of competitive enterprises up to 5 and above; more than a month time, 17 new drugs have been evaluated enterprises; Yangzijiang led the way, 12 enterprises can bid for the number of varieties up to 5 and more, of which Yangzijiang, middle-aged and middle-aged have 9 "barefoot varieties."
Table 1: The third batch of 56 varieties of generic drugs 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 collected in the industry circulation; Opinions; On July 29, Shanghai Sunshine Pharmaceutical Procurement Network officially released the third batch of national collection documents, compared to the network version, cyclosporine and ramifding 100mg specifications were transferred out, non-nastridium two different indications of separate quotation is not bad ratio.
official documents, 56 varieties of procurement rules, the first year of the purchase volume, the first year of each procurement of the purchase volume are clear.
according to the first year of each procurement varieties agreed purchase volume and the highest effective declaration price, the collection of 56 varieties involved in the procurement scale of more than 22.6 billion yuan.
Table 2: Of the 56 varieties of procurement scale of more than 1 billion yuan, 17 varieties have less than 100 million yuan in procurement scale and 6 varieties have purchased more than 1 billion yuan.
-meter net data show that the procurement scale of more than 1 billion yuan of 6 varieties, metformin oral frequentrelease agent form, degrillero oral frequent release agent type, finaderide oral frequent release agent type (5mg) is the most competitive, the number of evaluated enterprises are 27, 7, 7.
the three varieties of sodium chloride injections, methylcobalamin oral often-release agent type, amino glucose oral frequent release agent type, the number of enterprises rated is 2, 2, 3 respectively.
it is worth mentioning that the Moxishasin sodium chloride injection scored enterprises Red Day Pharmaceuticals and Aico Pharmaceuticals, methylcobalamin oral re-release agent type of the evaluation enterprises Yangzijiang Nanjing Hailing and Qingfeng Pharmaceutical, amino glucose oral resaveituating agent type one of the good faith pharmaceutical industry, are related varieties of "barefoot" enterprises.
these three varieties are both large-scale procurement, but also friendly competitive patterns, presumably enterprises will actively campaign.
Figure 1: The distribution of the treatment field of the third batch of collected varieties from 56 varieties of treatment field, nervous system drugs, systemic anti-infective drugs, digestive system and metabolic drugs involved in the largest number of varieties, respectively, 10, 9, 8.
-meter net data show that 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-infection drugs, digestive system and metabolic drugs sales in the three major therapeutic areas of the scale of more than 100 billion yuan.
the three major therapeutic areas of a number of varieties included in the collection, will have an impact on its drug pattern.
22 drug competition is fierce, 17 drug into the bureau of new players 56 generic drugs are to meet the full competition conditions of 3 and above, of which 38 drug evaluation enterprises up to 3 or more (28 drug original research manufacturers have been approved for import), 18 drug evaluation enterprises full of 2, the original research manufacturers have been approved for import.
Table 3: The number of enterprises that meet the conditions of 5 or more drugs Note: the number of enterprises that meet the conditions of enterprises in terms of enterprise names 22 generic name drugs can compete with 5 and above, compared with the data of the internet version (as of June 24), there are 8 generic drugs newly added to the "full 5" queue.
oral resonosis oral re-release agent form, metformin slow release control release agent form, Catopuri oral frequent release agent form to meet the threshold of the number of enterprises are more than 10, of which metformin oral resonosis as many as 28, the degree of competition can be imagined.
Table 4: There are new evaluation enterprises of the drug note: the number of enterprises rated and the number of enterprise names as of June 24 compared to the data, just over a month, there have been 17 new drugs have been evaluated enterprises, "new players" involving Qilu, Huahai, People Fu, Yangzijiang, Shi sipharmaceuticals and other enterprises.
tofatib oral re-release agent type new evaluation enterprises, a total of 3 new investment; Apixaban oral often-release dosage form, Anitrogan oral disintegrating tablets and other 8 drugs each added 2 new evaluation enterprises;
the third batch of national data declaration as of August 20, 2020 at 7:30 a.m., in the period before the deadline for information declaration of enterprises, in principle, there is still the possibility of participation, it can be seen that by the day of the actual opening of the tender, the level of competition may be more intense than the current.
Yangzijiang, Stone Medicine, Qilu... The 10 head drug enterprises fierce fighting is obviously different from the first and second batch of collection is that the third batch of collection varieties of TOP10 over-rated enterprises are domestic pharmaceutical leaders, Huahai, Beijing and new "light foot" enterprises only sporadic varieties have been evaluated.
large-scale procurement, many over-rated enterprises, head drug enterprises, the third batch of collection will undoubtedly be the most interesting point of view.
Figure 2: The third batch of collection varieties TOP10 over-rated enterprises (by group) (units: individual) within the network consistency evaluation database shows that the third batch of collection varieties, Yangzijiang Pharmaceutical Group led with 11 over-rated varieties, China Biopharmaceuticals involved in the over- The evaluation varieties are 9, Stone Pharmaceutical Group, Shanghai Pharmaceutical Group have 8, Qilu Pharmaceuticals has 7, Hengrui Pharmaceuticals, Haussen Pharmaceuticals, Fosun Pharmaceuticals and other 3 enterprises involved in the evaluation of the varieties are 6, Koren Pharmaceuticals and Great Health are involved in 5 over-rated varieties.
Figure 3: The third batch of collection "barefoot" varieties TOP5 enterprises (units: one) 56 collection varieties, most of the varieties of enterprises are approved in 2019 or this year 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 the "light foot" varieties to open up the market opportunity.
the third batch of TOP5 "barefoot" enterprises, Yangzijiang Pharmaceutical Group, China Biopharmaceuticals have 9 "barefoot" varieties, Stone Pharmaceutical Group, Qilu Pharmaceuticals, Haussen Pharmaceuticals have 7, 6, 5 "light-footed" varieties.
it is not difficult to find that these 5 enterprises are 56 varieties of leading evaluation enterprises, but also the main "barefoot" enterprises, presumably August 20, the opening of the day is bound to usher in a big battle! Figure 4: The third batch of collection varieties TOP5 multinational pharmaceutical enterprises (units: individual) in the third batch of collection varieties, a number of multinational pharmaceutical companies of heavy varieties were included, large-scale "imitation substitution of original research" famous scene is expected to be staged again.
According to Minne.com, Pfizer and Mercado have five varieties included, AstraZeneca has 4 varieties included, Squibb, Novartis have 3 varieties included.
rules partial fine-tuning, enterprise quotation attention these points from the published documents, the third batch of countries to inherit the second batch of the basic framework and rules, in the proposed selection of enterprises to determine the continuation of the previous three major / method / treasure: fuse, see the decline, absolute price, that is, to meet the minimum price of 1.8 times, the decline of more than 50%, or the unit price can not exceed 0.1 yuan one of the three conditions can be selected.
partial fine-tuning: 1, "access quantity" change.
through the quotation shortlist for preliminary screening, up to 8 finalists (the second batch of up to 6 finalists), the number of top finalists increased, for the number of enterprises rated and subsequent declaration of enterprises to give a certain opportunity;
the share of the winning business before the continuation, but cut its share of eight antibiotics, including Amoxilin, by 10%.
not only takes into account the amount of national mining, but also takes into account the clinical use and the actual situation; 3, the continuation of the number of shortlisted enterprises corresponding to the procurement cycle, but for azacydin and other 3 injections limited procurement cycle of 1 year, perhaps in order to be connected with the follow-up consistency evaluation.
the first two batches of three rounds of belt procurement price reduction effect is better, the market signal is obvious, the health insurance bureau to promote generic drugs to replace the original research drug will be very firm.
under the purchase of the amount, the original research drug either choose to bid with the same group of reviewed generic drugs, or withdraw from most public medical institutions market.
the third batch of national procurement, 45 original drug 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 high proportion of the varieties, if the failure of the standard will mean a significant drop in sales.
experienced the previous rounds of collection, I believe that many foreign enterprises are no longer choose the 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 the participation.
for foreign enterprises, the current original research drug and generic drug price difference is not larger products more competitive, such as sildenafil, ramiftablet, sileb capsules, doppellyketone tablets, left oxyfluorasin eye drops, left ethyl lacitan injection, left ethyl lasitan oral liquid and other varieties, the original research drug market share is higher, and the price difference with generic drugs is small.
for domestic pharmaceutical companies, there is a strong supply of raw materials to back up the enterprises, in the quotation time more reported ultra-low priceof bottom gas, the probability of winning the bid is also greater;
in general, the national price is big data, comprehensive information collection, specifications, strategy integrated use of technical activity, light calculation cost, research rules are far from enough.
source: Minnet database, Shanghai Sunshine Pharmaceutical Procurement Network Note: data statistics as of July 29, if there are omissions, welcome to point out!