A new round of volume procurement is coming!

Recently, there has been wave after wave of volume purchases, and China Procurement and Alliance Procurement have made moves one after another, and pharmaceutical companies are overwhelmed

The 30 billion market has changed! Foreign-funded enterprises dominate the screen, Hengrui and Qilu squeeze into the TOP10

Guangdong Province is an important drug sales area in China.

Annual sales trend of terminal chemical drugs in public hospitals in Guangdong Province (unit: 100 million yuan)

Source: The terminal competition pattern of public hospitals in key provinces and cities of Meinenet

From the perspective of manufacturers' sales structure, the total market share of TOP20 manufacturers exceeds 40%

From the perspective of the therapeutic field, anti-tumor and immunomodulators are the top-selling category in the chemical drug market of public hospitals in Guangdong Province, leading the market with a market share of 26.

The general pattern of terminal chemical drugs in public hospitals in Guangdong Province in 2020

Source: The terminal competition pattern of public hospitals in key provinces and cities of Meinenet

Sales TOP20 is out! Three star drugs fell into the "sacred altar", four major products rose more than 30%

TOP20 general names of terminal chemical drugs in public hospitals in Guangdong Province in 2020

Source: The terminal competition pattern of public hospitals in key provinces and cities of Meinenet

Among the TOP20 general names of terminal chemical drugs in public hospitals in Guangdong Province, there are as many as 7 anti-tumor drugs, 3 plasma substitutes and infusions, and 2 proton pump inhibitors

It is worth noting that the three Roche monoclonal antibodies (bevacizumab, rituximab, trastuzumab) that have been on the list for many years still exist, while clopidogrel, atorvastatin, entecavir and so on in the past The star medicine has disappeared

From the perspective of sales changes, the sales of 12 generic drugs have achieved positive growth, and the sales of four drugs including human albumin, osimertinib, recombinant human clotting factor, and ilaprazole have increased by more than 30%

Iprazole is the exclusive innovative drug of Livzon Group.

15 varieties face the impact of the fifth batch of centralized procurement and 500 varieties of centralized procurement

On April 21, the Guangdong Provincial Medical Insurance Bureau issued a notice to solicit opinions on the implementation plan of Guangdong Pharmaceutical Group's bulk procurement.

Look again at the speech of Hu Jinglin, Director of the National Medical Insurance Administration, at the National Medical Insurance Work Conference in January 2021: All regions should focus on the centralized procurement of drugs outside the national procurement and the top 500 cost-ranking drugs, and explore non-overrated chemical drugs, Biopharmaceutical collection.

It can be seen that although there is no specific product list for the top 80% of Guangdong Province, the top 20 sales in Guangdong Province and the drugs in the 500 product list will undoubtedly become key targets, and relevant manufacturers should not be taken lightly

The fifth batch of centralized procurement involves 60 varieties and 211 product specifications.
At present, many provinces such as Ningxia, Sichuan, Shanxi, and Guangdong have started to report
.
Among the 60 varieties, there are 4 varieties involved in the TOP20 generic names of terminal chemical drugs in public hospitals in Guangdong Province, including oxaliplatin, paclitaxel, esomeprazole (esomeprazole), and docetaxel
.

As for the list of 500 products that are hotly discussed in the industry, among the top 20 drug sales in Guangdong, bevacizumab, oxaliplatin, paclitaxel, sodium chloride, esomeprazole, trastuzumab, meropenem 15 drugs, including voriconazole, ilaprazole, tacrolimus, rituximab, docetaxel, peritoneal dialysate, dezocine, and low-molecular-weight heparin, are all included in the list of 500 varieties
.

Among the 15 drugs, 4 of the fifth batch of planned collection varieties, including oxaliplatin, paclitaxel, esomeprazole, and docetaxel, can be eliminated, while bevacizumab, rituximab, The three major monoclonal antibodies, trastuzumab, have become the focus
.
These three mAbs have all been approved for biosimilar drugs in China.
However, due to various factors, there is currently no place for centralized procurement of mAbs
.

In addition, the products that are not in the top 20 in Guangdong drug sales, but have a large amount and a certain sales scale are also worthy of attention
.

Data source: Mi Neiwang database

Note: The statistics are as of April 29.
If there are any omissions, please correct me!