7 4 + 7 varieties open the price reduction storm! 12 new competitors have entered the market

Earlier (July 12), the state health insurance bureau held the first 4 + 7 gathering and expansion meeting in Shanghai to clarify the general direction of the second tire purchase Recently (July 29), the state health insurance bureau requested that the health insurance bureaus of all provinces except "4 + 7" cities and Fujian and Hebei provinces summarize the actual purchase data of 25 varieties in 2017 and 2018 At present, Hunan, Jiangsu, Anhui, Henan, Guangxi and other developed civilizations On August 6, the second meeting of 4 + 7 expansion was held in Shanghai.. Many clues show that the pace of "4 + 7" expansion nationwide is speeding up and details are being implemented According to the relevant documents circulated, the second round of belt quantity procurement does not expand the variety, with the first batch of belt quantity procurement bidding price as the ceiling All the original research and generic pharmaceutical manufacturers that passed the consistency evaluation before the bid opening can participate in the bidding, and the "single bid winning mode" is cancelled According to the statistics of mienei.com, as of August 12, 12 of the 25 "4 + 7" varieties had newly added the evaluated enterprises compared with the first batch of volume purchasing In the face of the coming national market and increasing competitors, many pharmaceutical companies take the initiative to reduce prices and seize the market "4 + 7" expansion and speed up, and provinces should seize the time to report volume On July 12, it was widely spread in the industry that the Symposium on "4 + 7 drug centralized purchase and expansion enterprises" organized by the state health insurance bureau was held in Shanghai This meeting made clear the general direction of the second round of national procurement with volume: 1 The procurement varieties are still the first batch of 25 varieties with volume procurement, and the region is expanded to all provinces and regions except 4 + 7 cities and Fujian and Hebei; 2 The "single bid winning mode" is cancelled, and all enterprises The industry (including the original research enterprise) will declare the price with the 4 + 7 bid winning price as the ceiling The lowest bidder will be selected directly, and other enterprises will decide whether to accept the lowest price in turn until the number of the selected enterprises reaches three (tentative); 3 The official documents are expected to be published before October this year, bidding will be carried out at the end of this year, and implementation will start next year On July 29, the notice on the work arrangement related to the pilot area expansion of centralized drug purchase and use issued by the State Medical Insurance Bureau flowed out, requiring the provincial medical insurance bureaus (except for 4 + 7 cities and Fujian and Hebei): 1 Submit the list of members and liaison officers of the joint purchase office before July 31; 2 Fill in the power of attorney for pilot area expansion before July 31; 3 Before August 9, the actual procurement data of 25 varieties of "4 + 7" public medical institutions in 2017 and 2018 were summarized On August 6, according to e drug managers, the second meeting of "4 + 7" expansion was held in Shanghai It is expected that the specific plan for expansion will be announced soon and is expected to be carried out in October It can be seen that "4 + 7" 25 varieties have been expanding in China Although Fujian and Hebei are not included in the procurement of the second wheel belt, these two provinces have followed up the "4 + 7" belt procurement earlier than other provinces in May and June this year Table 1: according to incomplete statistics, non "4 + 7" provinces and cities (source: bidding and mining platforms of each province) which have been clearly reported in the near future, Hunan, Guangxi, Henan, Anhui, Jiangsu and other provinces have recently issued civilized and confirmed reports Guangxi's documents clearly indicate that the specific specifications of products should be differentiated when reporting volume; Henan requires that the scope of follow-up procurement with volume be significantly expanded, or it will become the first province to expand procurement units to military hospitals and non-public medical institutions In addition, according to incomplete statistics, Jiangxi, Shandong, Inner Mongolia, Shanxi, Qinghai, Chongqing and other provinces or regions have also begun to explore or count the procurement data of 25 varieties of "4 + 7" volume procurement, so as to prepare for timely follow-up and expansion 25 "4 + 7" varieties, 12 new competitors enter the Bureau According to the circulated minutes of the meeting, the second round of national procurement with volume does not expand varieties The first batch of "4 + 7" bid winning price is taken as the ceiling, and the one with the lowest price will be directly selected Other enterprises will decide whether to accept the lowest price in turn until there are 3 selected enterprises (tentative) For the first batch of generic drug enterprises that cannot participate in the bidding due to failing to pass the consistency evaluation, if they can pass the consistency evaluation before the second round of bid opening, they will get the opportunity to bid Table 2: over evaluation of 25 "4 + 7" varieties note: enterprises with * have not been over evaluated before the opening of the first batch of on volume procurement (source: Med China drug evaluation database 2.0 of minenet) According to the data of mienei.com, with the continuous promotion of the consistency evaluation of generic drugs, 139 kinds of enterprises have passed or deemed to pass the consistency evaluation, and the number of over evaluated enterprises who purchase 25 varieties with 4 + 7 volume also increased a lot compared with that before the bid opening last year According to the evaluation results of various varieties, only one generic pharmaceutical enterprise has evaluated 10 varieties, and Huahai pharmaceutical industry has four seats No other enterprises have submitted supplementary application for consistency evaluation or application for listing according to new registration classification for fosinopril sodium tablets and lisinopril tablets, so there is no need to worry about competitors entering the market before the bid opening In general, the competitive pattern of the exclusive evaluated varieties is good, and the price drop may not be very large There are four varieties of over evaluated enterprises with two numbers If the number of successful enterprises reaches three when it is officially implemented, and the share difference between the successful bidders is limited, the decline may not be very large, but it is not ruled out that some enterprises offer ultra-low prices in order to monopolize the market There are more than 3 enterprises (including 3) that have been evaluated for 11 varieties If the bid is lost this time and they fail to win the bid in the early stage of 4 + 7 volume procurement, they can only compete with many other enterprises in the remaining market The consequences are serious, and there is still a large price reduction incentive for enterprises There are more than 8 enterprises (including 8) that have been evaluated for amlodipine, entecavir, tenofovir Dipivoxil and montmorillonite oral powder The track is extremely crowded and dangerous, which may lead to ultra-low price After the implementation of the first batch of belt procurement, the completed procurement volume exceeded expectations, and more provinces issued documents, requiring to start the bidding of selected drugs to increase the procurement volume submission Therefore, the enthusiasm of the second round of belt procurement enterprises to participate in the bidding may be improved In the face of the next national market, the original research pharmaceutical enterprises may change their negative attitude towards "4 + 7" centralized procurement and actively participate It can be predicted that the second round of price competition will be more severe Table 3: varieties of new evaluated enterprises (source: meed China drug evaluation database 2.0) compared with the first round of belt purchase According to the statistics of MEE, 12 of the 25 "4 + 7" varieties have new evaluated enterprises compared with the first round of belt purchase Only one pharmaceutical company has ever commented on the purchase of clopidogrel, risperidone, olanzapine, gefitinib and imatinib in the first batch; 6 competitors have been added to amlodipine in the first batch, and the track is crowded According to the circulated minutes of the meeting, the official documents for the procurement of the second wheel belt quantity are expected to be published before October this year, and bidding will be carried out at the end of this year, and implementation will start next year All enterprises that have passed the consistency evaluation before the bid opening can participate in the bidding In the remaining period of time, which other enterprises can obtain "tickets"? Minenet will continue to pay attention Up to 130%! Table 4: active price reduction of seven "4 + 7" varieties of pharmaceutical enterprises Table 4: recent "4 + 7" varieties (unit: yuan / tablet, branch) (source: bidding and procurement platforms of provinces and cities) After the first batch of volume purchase, the bid winning enterprises, represented by youmeituomiding hydrochloride injection of Yangzi pharmaceutical, gradually increased their bid prices in non "4 + 7" city linkage, but some non bid winning varieties From the perspective of price for volume, it is more normal for them to actively apply for price reduction in each province According to incomplete statistics, 7 "4 + 7" varieties in the near future have enterprises actively applied for price reduction, or to prepare for the purchase of the second tire volume The first batch of dexmedetomidine hydrochloride injection was purchased by Yangzi River After winning the bid, Yangzi River quickly won the bid in Zhejiang, Liaoning, Shandong, Gansu, Shaanxi and other non "4 + 7" cities Hengrui medicine, which has not been evaluated, has also applied for price adjustment in Gansu, Zhejiang, Anhui and other provinces in succession, reducing the bid price by 7.5% Recently, Hengrui pharmaceutical and Enhua pharmaceutical have successively applied for price adjustment in Jilin, among which Enhua pharmaceutical has dropped another 8.4% on the basis of the bidding price For the first batch of gifetinib tablets, AstraZeneca won the bid Qilu pharmaceutical, which lost the bid, quickly applied for price adjustment in more than ten provinces and cities, including Beijing, Liaoning, Jiangsu, Zhejiang, etc., and dropped another 9% on the basis of the bidding price Recently, Zhengda Tianqing, who has been evaluated, applied for price adjustment in Liaoning Province, with a further reduction of 17.7% on the basis of the bidding price For pemetrexed disodium for injection, Sichuan Huiyu pharmaceutical won the bid for the first batch of volume purchase, and Lilly, the original research manufacturer who lost the bid, then took the initiative to reduce the price in many places From July to August, it has applied for price adjustment in more than 10 cities, but there is still a gap between the final online price and the bidding price Recently, the Yangtze River and hausen pharmaceutical industry, which have not been evaluated for consistency, have won the bidding price for active linkage in Sichuan For imatinib mesylate tablets, Haosen pharmaceutical won the bid for the first batch of volume purchase Novartis, the original research pharmaceutical company, which lost the bid, then took the initiative to reduce its price in Shaanxi, Yunnan, Gansu, Zhejiang, Guizhou and other cities Zhengda Tianqing also adjusted the price of imatinib mesylate capsules in many places In recent years, Ouyi Pharmaceutical Co., Ltd., which has not passed the consistency evaluation, has taken the initiative to bid in Shaanxi linkage The first batch of tinofivir fumarate dipivoxil tablets was purchased by Chengdu Beite Pharmaceutical Co., Ltd recently, Qilu pharmaceutical applied for price adjustment in Liaoning Province Although there is still a gap between the final online price and the bidding price, the price reduction rate is as high as 130.65% Source: minenet database, provincial bidding platform note: data statistics as of August 12, if there are omissions, welcome to correct! Original title: 7 4 + 7 varieties open the price reduction storm! Urgent volume reporting, expansion and speed-up, 12 new varieties of competitors have entered the market