Analysis of the strategy of the finalists of the national collection and production enterprises.

What does it mean to buy with the national belt, or not to select pharmaceutical companies? National drug belt procurement has been carried out two rounds three times, the third batch is only close to the door a foot.
with so many pre-paved, we can put forward the concept of "probability of failure" in due course.
On the one hand, the competition scene is greater, patting the chest to say "aspiring to get" I am afraid it may not be as necessary, on the other hand, personally off the scene or on the wall for a period of time, enterprises may produce "two hearts", thinking between the choice and the mystery.
this article, we focus on two types of enterprises as an example, to appreciate a "not to the material joy, not to their own sorrow" "even if the bid, then what" positive energy mentality.
One category is in the volume of procurement in the serious price reduction, there are advantages and losses of the generic pharmaceutical industry on behalf of enterprises, such as Qilu, Zheng Daqing, one is not only to seize the first imitation, imitation, but also actively transition to pharmaceutical innovation on behalf of the generic pharmaceutical industry enterprises, such as Howson, Huahai and the aforementioned two enterprises.
, suffering from loss of loss, today made today's significance in the first round of belt purchase, Qilu Pharmaceutical's Gifetini generic drug market price of more than 1600 yuan.
industry rumors that "AstraZenein will certainly quote 800 yuan, and then Qilu reported more than 700 yuan", but did not expect to be at the scene, AstraZenein quoted 547 yuan a box of the lowest price.
the second volume purchase (expansion) site in September 2019, AstraZenein maintained its previous offer, and Qilu Pharmaceuticals fully reported Gifini to "floor price" of $257.
astraZenewan and Zhengda Qing entered the purchasing catalog at the same time, Qilu Pharmaceuticals gained the largest share of the market.
end of 2018, Entikawe was included in the first round of band purchases, and was selected with a 90% reduction in price.
2019 half-yearly report, Entikawe dispersal film sales of 1.6 billion yuan, down 7.83 percent year-on-year.
the 2020 "4 plus 7" is not renewed.
the first generic drug may be running out.
first, the question of whether the scope of harvesting includes the vast majority of medicines.
Based on the state clearly organized three batches of drug belt procurement, based on the local pilot belt volume procurement of traditional Chinese medicine and biological products, the most important one, based on the network procurement, record procurement on the "two linked" principle of a profound understanding, the answer to this question is gradually clear.
Huahai Pharmaceuticals in the first two drug production procurement performance eye-catching, the stock market value did not feel any rise, recently intistincetly linked to good, quite "first into Luoyang for the king" feeling.
second, on the question of where the falling bidders in the volume procurement activities would go.
the finalists in the past fierce competition in the varieties, the losers are like weak water three thousand.
example of Gividini above, one or two bidders were also surprised.
, in fact, the enterprise bid and the college entrance examination list is different, after the fall of the bid can still go hand in hand online, hospital, clinical release.
, although the purchase activities did not give the "quantity" directly to the bidder, but directly to the "market competition price" revealed that the bidder chose to follow, the mechanism was successful.
third, on the question of werthing bidders should cut prices to protect market share.
from Qilu Pharmaceutical's own experience: that is, the wait-and-see posture will only lose more, the lowest price or can also get a small profit to obtain a larger market volume.
but we think we need to look at it in detail.
for old drugs: competitors, the price of competition;
for new drugs: fewer competitors, price monopoly;
no matter the old drugs and new drugs, price reduction has advantages and disadvantages, decision-making "one foot in the door."
fourth, on the generalization of the collection network and profit-ing enterprise behavior.
we rise to a higher level of bird's-eye view of the results of the collection, and can even compare the winners and losers together.
In some varieties, there are two unexpected: First, the annual usage, the total sales of the bidders, the use of close to the number of winning blocks;
this means that the collection really affects and changes the market operation mode, which is always supported by the grid platform.
fifth, on the question of how big companies in the industry might "eat" their peers' smaller companies.
is not accurate when it comes to eating.
example of chemical generics, the industry big brother is intended to timely mining marginal benefits, small profits and more sales, in the current environment, there is no enthusiasm to merge in addition to raw materials other than the peer smaller enterprises.
industry big brother as long as there is no less than the cost of malicious competition, will only rob the peer market share.
actually this kind of eating is right, the effort will not be too big, eating phase is not ugly.
to be fast, inch gold is difficult to buy an inch of light.
, on encouraging social responsibility among the winners and losers.
social responsibility is here, not to donate money to medicine.
as long as enterprises are gradually changing the old gold marketing model, are involved in cost control, business strategy based on reasonable pricing (price unchanged, price reduction, price increase), is to reflect social responsibility.
the ability to be a little bigger, a little more clear thinking, such as Qilu Pharmaceutical dares to "take off teeth and blood swallow" between the selection and the fall of the bid, "a pole to turn over a boat of people", it is worthy of public opinion affirmation.
, innovation is not to die, non-innovation must not be tomorrow February and August 2018, Stone Pharmaceutical Group and Hengrui Pharmaceutical's generic drugs Aikli and Ai Yue were approved for listing.
November 2019, Qilu Pharmaceuticals' albumin yew alcohol was approved.
january 2020, Qilu Pharmaceuticals' albumin yew alcohol bid more than 1800 yuan, the other three (including BSM) have been the winning bid.
industry analysis, "with the bid to obtain the least market share, it is better to fight for the out-of-hospital market and the remaining procurement of 30%."
the winning varieties can not be reduced, but the unseeded varieties can be reduced again."
the bid, Qilu Pharmaceuticals immediately reduced the price to 698 yuan, lower than the lowest bid price (747 yuan for stone medicine).
, Huahai Pharmaceuticals announced its 2020 half-year results, and its net profit is expected to grow by more than 65%.
this year, Huahai Pharmaceuticals has six varieties (13 product regulations) approved and evaluated, and three new drugs in the first class have been approved for clinical treatment.
, Qilu Pharmaceuticals has approved 10 generic drugs and several new drugs.
June 16, Shanghai Sunshine Pharmaceutical Purchasing Network announced the purchase price of the agreement, Qilu Pharmaceutical acetic acid Abitron tablets priced at 1998 yuan, 28.64 percent lower than the lowest price of the national collection.
has been established for 25 years, Haussen Pharmaceuticals, has achieved 4 class 1 innovative drugs approved for listing, 30 generic drugs to the first imitation, pre-empting approval, clinical research and innovation drugs more than 10 items.
to build domestic innovative pharmaceutical companies at the same time, taking into account the expansion of overseas preparations.
first, the mind logic about companies' transition from generics to innovative drugs.
" in this place today, but can not stand for their lives, I do not know which day will be usurped identity" "Perhaps, I have been flying in the direction of others, but this time I want to fly my way once", "are doing, do research and development is indeed more and more common."
so-called "market volume" is constantly "price" cut.
but enterprises to do new drugs, old drug innovation is not the same, smaller enterprises even start-ups have a forward-looking track.
For the faller, the sales force also followed the collapse of some, idle is also idle, do more of the original product perimeter or cross-border research and development, do it easier than simply imagine.
era of medicine will be from the "quantity" of competition, into the "utility" competition.
second, about the role of the giants in turning around and imitating the imitators.
collection can play today's cost effect, the bottom is in the enterprise.
continues to play the sustainable card is to support the transformation and upgrading of pharmaceutical enterprises.
Qilu Pharmaceuticals, Zheng Datianqing and other enterprises reported "hard prices", but also "Sion lost horse", we see enterprises through self-adjustment to maximize the benefits of development.
First, lock in the centralized procurement mechanism, including the collection, negotiation, including the era of the reform mechanism of pharmaceutical companies to the looming support, reflecting the resistance of pharmaceutical companies;
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