"4 + 7" margin Market

[industry trends of pharmaceutical network] more than a month has passed since the results of the "4 + 7" nationwide expansion joint procurement announcement According to data, as of November 2, about 19 provinces have issued formal implementation plans or drafts for comments on promoting the implementation of the pilot expansion of centralized procurement and use of drugs organized by the state According to this situation, the national expansion of centralized drug procurement organized by the state will be implemented by the end of this year According to the policy requirements, for the 25 generic drugs included in the national organization drug centralized procurement and use pilot areas, the number of selected enterprises is 50% - 70% of the previous year's historical procurement Determine the agreed purchase quantity and the remaining quantity beyond the agreed purchase quantity All relevant medical institutions can still purchase other online varieties with appropriate price through the provincial drug centralized purchase platform With the continuous landing of 4 + 7 national expansion in each region, how to deal with the surplus market beyond the agreed purchase volume in the alliance purchase region? Seems to have become the focus of the industry   It is reported that in the 4 + 7 comprehensive expansion, the larger decline mainly comes from four varieties of atorvastatin, rosuvastatin, amlodipine and entecavir, and all of them are more than three varieties in the competition pattern; however, the decline of more than three varieties of cefuroxime ester and montmorillonite powder is not so large First, the two varieties have achieved a lower price in the early bidding process, The price reduction space is very small; second, because montmorillonite is an OTC product, it is still possible to expand in other terminals Therefore, the margin market is also a strong basis for pharmaceutical companies to calculate price reduction and bid This time, there is no inclination requirement for the residual market, which is also good news for the enterprises that have dropped the standard As long as the residual market is effectively distributed, the cost is reduced, and the user stickiness is improved, it can still survive Some insiders believe that the reason why the policy arrangement will retain 30% - 50% of the procurement surplus is to leave some flexibility for the implementation of the policy According to the principle of 4 + 7 expansion, all provinces can be selected by pharmaceutical companies In the surplus market, the provincial medical insurance departments and patients should have their own choice The allocation of surplus market share will follow the market mechanism, high cost performance should be the primary factor to be considered, and the sustainability of supply is also very important In terms of drugs, the first thing to ensure the health of patients is to have drugs, followed by drugs with high cost performance It should be noted that there will be certain risks in the accessibility of drugs when there is no profit in the enterprise's drugs Therefore, the arrangement of policies should not only consider the universality of price reduction, but also consider the sustainability of drug supply, which will respect the market to a certain extent According to the feedback from some pharmaceutical companies, some public hospitals reported a conservative purchase volume in the process of participating in the national drug centralized volume purchase pilot Some 4 + 7 varieties also have other sales channels besides public hospitals In general, the space in the surplus market is still very considerable For the selection of surplus market products, some insiders believe that three principles should be followed: first, clinical demand, second, price formation mechanism, and third, the sustainability of supply guarantee The drugs that meet the clinical needs must be the drugs with low price, high quality and high cost performance In theory, both doctors and patients would like to choose high cost-effective drugs With the measurement scale of consistency evaluation, low-cost drugs with consistency evaluation consistent with the quality of original research drugs will undoubtedly have high cost-effective Some insiders said that the surplus market of 4 + 7 national expansion should be left to enterprises that have passed the consistency evaluation and have low drug prices There is also an opportunity for the drug companies that are not selected As long as they do a good job in the work of various medical institutions and take good advantage of the surplus market, they can still keep a certain sales volume In the future, it is expected that the original research drugs and low-cost products will have a competitive advantage in the residual market Therefore, in the context of price reduction is still the main theme, it is the top priority for pharmaceutical enterprises to comply with the trend, innovate and upgrade.