Belt amount encounter war! Pfizer, Mercadon and other original research varieties to meet the market change!

Pharmaceutical Network July 31st, July 29, Shanghai Sunshine Pharmaceutical Procurement Network issued the "National Organization of Drug Centralized Procurement and Use of the Joint Procurement Office on the release of the National Drug Centralized Procurement Document (GY-YD2020-1)" (hereinafter referred to as "Announcement"), the industry has been concerned about the third batch of national organization drug procurement and use of boots finally fell.
this collection involves a total of 56 varieties, 81 rules.
"28 Law" continues: the higher the procurement volume, the more intense competition on the "National Drug Centralized Procurement Document (GY-YD2020-1)" rules, it is not difficult to find that the national drug centralized procurement rules have been basically stable: the third batch of specific rules on the draft ingested generally followed the previous round, the adjustment is mainly for the actual number of declared enterprises, increased the number of enterprises (more than 11 more than the number of the largest number of antibiotics and the number of the most
from the list of varieties and procurement volume, metformin, methylcobalamin, omeprazole, prosofan, vitamin B6, chlor-nitrogen flat, sodium bicarbonate, dophenitone, qumethertin and other 9 varieties, after the combined dosage form of the agreed purchase volume is close to 70% of the overall procurement volume.
of which the most prominent metformin, the combined oral often-release dosage form and the slow release control release agent form is more than 30%.
the third batch of the country to purchase a higher amount of the exclusive lead of the varieties of metformin is not surprising, as the clinical use of one of the most common oral hypoglycemic drugs, but also the domestic and foreign guidelines recommended the first-line treatment of diabetes drugs, metformin market size is huge. according to
-meter net data, in 2019, china's urban public hospitals, county-level public hospitals, urban community centers and township hospitals (china's public medical institutions) terminal metformin sales of more than 5.4 billion yuan, an increase of 19.22 percent year-on-year.
the sales of metformin (units: 10,000 yuan) in public medical institutions in China (source: minet) from the segmentation of dosage form, in 2019 the sales of metformin oral permanent release agent type reached 4.308 billion yuan, and the sales of metformin slow-release control release agent type also exceeded 1 billion yuan.
such a large market mass, there are many natural competitors.
statistics show that the number of oral reative seisopers of metformin has 27 over-evaluation enterprises, and the number of over-evaluation enterprises of metformin slow release control release agent type also has 17, plus their original research enterprises, can participate in the collection of the number of enterprises producing enterprises is unprecedented.
it is not difficult to speculate that such a large market, multi-competitor environment will allow metformin in the third batch of national harvest to bear significant price reduction pressure.
a similar condition may also occur on the oral frequently released dose form of sascatan.
-meter-net data show that in 2019 China's public medical institutions terminal shattan oral regular release agent type sales reached 4,964 million yuan.
the variety of enterprises have also accumulated 6.
consider the third batch of national acquisition also according to the number of winning enterprises to determine the proportion of the amount and procurement cycle, in other words, the number of competitive enterprises in the variety procurement cycle can basically lock in the next 2-3 years of market pattern, a sharp price reduction is probably inevitable.
the overall situation of domestic substitution of domestic substitutes from the third batch of national varieties, the 56 varieties of this time are to meet the full competitive conditions of 3 and above, of which 38 drug evaluation enterprises up to 3 and above (28 pharmaceutical original research manufacturers have been approved for import), 18 drug evaluation enterprises full of 2, the original research manufacturers have been approved for import.
it is worth noting that the third batch of national picks included a number of heavyweight varieties of multinational pharmaceutical companies, including Pfizer and Mercado (both 5), AstraZeneca (4), Squibb, Novartis (3).
, there are many varieties of original research manufacturers occupy the dominant position in the market, last year the public hospital end market accounted for more than 50%.
the third batch of the original research drug market share of more than half of the varieties (data source: Minnet net) reference to the second batch of collected transcripts - 100 products selected, the purchase price compared to the 2018 Alliance region minimum procurement price decreased by 53%, compared with their original tender minimum price, the average decline of the winning varieties more than 70%.
produced 77 selected enterprises, of which foreign-funded original research drugs fell by an average of 82%, the average decline of generic drugs by 51%.
believes that the company's offer will be more strategic.
analysts pointed out that the third batch of national procurement will continue to speed up the process of imitation substitution of original research.
for the larger varieties of stock sales, sales will shrink sharply after the collection due to a sharp drop in the winning bid price and a small increase in sales.
the high market share of enterprises even if the winning bid will be relatively large impact, especially the higher-priced original research enterprises;
therefore, for the large varieties of stock, the volume purchase has obvious reconstruction effect on its competitive pattern.
-meter net data show that there are many enterprises this time varieties or because of the approval time is not long, or other factors the market did not start.
among the more powerful, including there are 9 "light-footed" varieties in hand Yangzijiang Pharmaceutical Group, China Biopharmaceuticals, respectively, there are 7, 6, 5 "light-foot" varieties of stone pharmaceutical group, Qilu Pharmaceuticals, Haussen Pharmaceuticals.
, as the same unit comparable ratio, the priority given to past sales volume and the production of raw materials, to a large extent to avoid the past due to capacity or raw material supply problems caused by the shortage of supply.
domestic enterprises backed by a strong supply of RAW materials need to seize opportunities.
, however, some analysts remindthat that the third batch of enterprises must not forget the last round of acapo sugar competition, foreign enterprises experienced the previous rounds of collection, in order to preserve the original market does not exclude participation will increase.
as the third batch of countries continue to follow the last rules, to meet no more than 1.8 times the minimum quotation, a reduction of more than 50%, or the unit price can not exceed 0.1 yuan one of the three conditions can be selected, enterprises must carefully review the price limit and difference ratio of the rules.
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