Analysis of the strategy of the national collection of pharmaceutical companies.

Pharmaceutical network August 3rd, the national volume of procurement, pharmaceutical enterprises in the election or not, what does it mean? The national drug tape procurement has been carried out two rounds three times, the third batch is only poor "one foot in front of the door".
is with so many pre-paved, we can timely put forward the "bid probability" concept.
on the one hand, the competition scene is greater, pat the chest said "the ambition must be" I am afraid may not be as expected;
this article, we focus on two types of enterprises as an example, to appreciate a "not to the joy of things, not to self-pity" "even if the standard, that how" positive energy mentality.
class is in the volume of procurement of serious price reduction, there are gains and losses of the generic drug industry representative enterprises, such as Qilu, Zhengda Qing, one is to seize the first imitation, imitation, but also actively to the pharmaceutical innovation transformation of the generic drug industry representative enterprises, such as Haussen, Huahai and the aforementioned two enterprises.
, suffering from loss of results, today to make meaning today in the first round of tape procurement, Qilu Pharmaceutical's jifiedinib generic drug market price of more than 1600 yuan.
industry rumors that "AstraZeneca will certainly quote 800 yuan, and then Qilu reported 700 yuan", but did not expect to be on the scene, AstraZeneca reported 547 yuan a box of the lowest price.
the second band purchase (expansion) site in September 2019, AstraZeneca maintained the last round of quotations, And Zilu Pharmaceuticals completely quoted Gifitini to the "floor price", 257 yuan.
AstraZeneca and Zhengda Tianqing entered the procurement catalog at the same time, With Qilu Pharmaceuticals taking the most market share.
the end of 2018, Entikave was included in the first round of the belt purchase, is sunny to reduce the price of 90% selected.
the 2019 semi-annual report, Entikave split-chip sales of 1.6 billion yuan, down 7.83 percent year-on-year.
2020 "4 plus 7" is not renewed.
's first generic stake may be on the verge of being wiped out.
first, on whether the collection range includes the vast majority of medicines.
based on the clear organization of three batches of drug tape procurement, based on local pilot band procurement of traditional drugs and biological products, the most important one, based on the network procurement, record procurement on the "two linked" principle of profound understanding, the answer to this question is gradually clear.
Huahai Pharmaceuticals in the first two drug-belt procurement performance eye-catching, the stock market value did not feel any rise, recently inexplicably linked good, quite a "first Luoyang for the king" feeling.
second, on the question of where the bidders in the band procurement activities go.
in the shortlist competition in the past fierce varieties, the target is like weak water three thousand.
in the above-made example of Gifitini, one or two of the bidders were also surprised.
in fact, the enterprise bid and the college entrance examination list is different, after the bid can still be hand in hand to surf the Internet, admission to hospital, clinical release. although the
-belt procurement activities failed to "quantity" directly to the target, but directly to the "market competition price" revealed that the bidders choose to follow, the mechanism is successful.
third, on whether the bidders should cut prices to protect market share.
from The first-hand experience of Qilu Pharmaceuticals: that is, the wait-and-see posture will only lose more, the lowest price or can also get a larger market volume at a small profit.
but we think it's going to take a closer look.
for the old medicine: the competition, the price reduction;
for new drugs: fewer competitors, a monopoly on price;
no matter the old medicine new drugs, price reduction has the pros and cons, the decision-making "one foot at the door".
fourth, on the generalization of the collection network and profit-selling business behavior.
we rise to a high level of bird's-eye view of the results, and even put the winner and the finisher together to compare.
in some varieties, there are two did not expect: First, the annual use of the total sales, the use of close to the amount of the winning group;
this means that the collection really affects and changes the mode of operation of the market, which the network platform has always supported.
fifth, on the question of how Big Brother in the industry might "eat up" its peers.
to be described as eating, quite inaccurate.
to chemical generics, for example, the industry big brother is intended to timely tap 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 malicious competition below cost, will only grab the market share of peers.
in fact this kind of eating is right, eat energy will not be too big, eat phase is not difficult to see.
to be fast, inch gold is hard to buy inch light.
sixth, on the issue of encouraging social responsibility among the winners and the winners.
social responsibility here, not donating money and medicine.
as long as enterprises gradually change the old gold marketing model, are involved in based on cost control, business strategy reasonable pricing (price unchanged, price reduction, price increase), is to reflect social responsibility.
ability a little bigger, a little more clear thinking, such as Qilu Pharmaceuticals dare to pick and drop between the collection and the bid between the "knock inge- and blood swallowing" "a rod to knock over a boat man", it is worth being affirmed by public opinion.
II, innovation is not to find death, not innovation must not be tomorrow February and August 2018, Stone Pharmaceutical Group and Hengrui Pharmaceutical's generic drug Ikeli and Ai Yue were approved for listing.
November 2019, Qilu Pharmaceutical's albumin yew alcohol received approval.
the January 2020 negotiations, Qilu Pharmaceutical's albumin yew alcohol price of more than 1800 yuan, the other three (including BSM) have won the bid.
an industry source, "Rather than win the bid to get the least market share, we should go for 30% of the off-court market and the remaining purchases."
the price of the winning symbol can not be reduced, but the unsuccessfully winning variety can also be lowered."
after the bid was dropped, Qilu Pharmaceuticals immediately reduced the price to 698 yuan, lower than the lowest price of the winning bid (747 yuan for stone drugs).
recently, Huahai Pharmaceuticals released its 2020 half-year results forecast, net profit is expected to increase by more than 65%.
this year, Huahai Pharmaceuticals has 6 varieties (13 rules) approved and treated as equal, 1 new drug 3 indications approved clinical.
This year, Qilu Pharmaceuticals has approved 10 generic drugs and several new drugs. On June 16,
, Shanghai Sunshine Pharmaceutical Procurement Network announced the purchase price of the agreement, Qilu Pharmaceutical Acetate Abitron tablets priced at 1998 yuan, 28.64% lower than the lowest price of the national collection.
the establishment of 25 years of Haussen Pharmaceuticals, has achieved 4 1 class 1 innovative drugs approved for listing, 30 generic drugs to the first imitation, pre-imitation approval, clinical research in more than 10 innovative drugs.
in the creation of domestic innovative pharmaceutical enterprises at the same time, taking into account the expansion of overseas preparations.
first, the logic of thinking about the transformation of companies from generics to innovative drugs.
"Today in this, but can not stand, I do not know which day was seized identity" "Perhaps, I have been following the direction of others fly, but this time I want to fly in my way once" "are doing, do research and development is indeed more and more common."
so-called "market volume" of enterprises are constantly cut by "price".
but enterprises to do new drugs, old drug innovation is not the same, smaller enterprises, even start-ups have a forward track.
for the target, the sales force also followed the collapse of some, idle is also idle, do more around the original product or cross-border research and development, it is easier than simple imagination.
the age of medicine will be from the "quantity" competition, into the "utility" competition.
second, about the role of the giants turning around to demonstrate the collection and imitators.
collection can play today's cost effectiveness, the bottom is the enterprise to win.
continues to play a sustainable card is to support the transformation and upgrading of pharmaceutical enterprises.
to Qilu Pharmaceuticals, Zhengda Tianqing and other enterprises to report "hard price", and "Seon lost horse", we see that enterprises through self-adjustment to maximize the development of benefits.
first, lock in the reform mechanism of this era, including belt recruitment, negotiation, the reform mechanism of the era of imminent support to pharmaceutical companies, reflecting the strength of pharmaceutical companies;
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