Bidding for new base drugs in different regions, spreading out exclusive varieties and strengthening the advantages

Source: since 2014-05-22, the bidding for new base drugs in Qinghai, Shandong, Shanghai, Guangdong and other provinces and cities has come to a conclusion, and other regions are in full swing 2014 is also known as the "base drug bidding year" The reporter of Shanghai Securities News learned that from the perspective of Bidding Schemes in different regions, the rules are different and there are many mysteries hidden, which will also lead to another change in the industry pattern With the gradual opening of the bidding gate, the growth of the basic drug market is expected to continue to be higher than the average growth rate of the industry, becoming the most noteworthy sub field of the pharmaceutical sector At the same time, listed companies with large varieties of basic drugs are also expected to reap policy dividends this year The market of basic medicine is expected to increase rapidly For example, Nanjing announced this week to further increase the proportion of basic drugs used in secondary and tertiary medical institutions According to the relevant person in charge of the drug administration department of Nanjing Health Bureau, this year, the purchase amount of basic drugs of the third level hospitals in Nanjing needs to account for 18-20% of the total purchase amount of drugs, and that of the second level hospitals needs to account for 30% Before that, the proportion of essential drugs was very low The assessment results in 2013 show that the average proportion of basic drugs in Nanjing tertiary hospital is less than 10% Last week, the leading group of medical reform of Anhui Province issued the implementation plan of 2014 centralized bidding and procurement of basic drugs for public medical institutions in Anhui Province, releasing obviously loose information The new scheme is significantly different from the previous "only low price winning" bidding scheme, showing the orientation of "abandoning low price and ensuring quality" in Anhui Province In fact, this year, the state will continue to promote the use of "safe and effective, reasonable price" base drug varieties, expand the scope of use of base drug catalog and the proportion of base drug use, and enhance the guiding role of base drug varieties in clinical drug use In this situation, Wang Jun, a researcher at BOC securities, predicted that the growth rate of the base drug market will be higher than the industry average this year, and the base drug market is facing a golden development period The advantages of exclusive varieties strengthen the bidding of base drugs, which has a huge impact on listed companies It can be said that for some pharmaceutical listed companies, the next few years will be determined by this year's bidding "The increase in the proportion of base drugs is a good thing for enterprises." A salesman of a listed company in Shaanxi Province who has been engaged in drug bidding for many years told reporters that due to the increasingly fierce market competition in the secondary and tertiary hospitals, the price of common varieties after entering the catalog is fierce, while some specifications and exclusive varieties occupy an advantage in the bidding, because this enterprise needs to adjust its production and sales direction, and gradually adapt to the new rules Elim Pharmaceutical Sales Department told the Shanghai stock exchange that base drug varieties were also affected by the price reduction, but if they did not enter the base drug catalog, they would not even be eligible for bidding, let alone sales growth At the same time, the exclusive varieties of basic drugs should also be competed, for example, whether they belong to cardio cerebrovascular drugs, whether they have completed evidence-based medicine certification, and whether they have won national science and technology awards are all factors considered by the bidding expert group in the final formulation of the bidding price, and the price reduction will not be carried out uniformly According to the sales personnel of taiantang marketing department, "the impact of exclusive varieties on bidding is relatively small Although the situation in each province is different, in general, the impact is almost negligible." Therefore, in the bidding work in 2014, the advantage of the exclusive variety "evergreen tree" is expected to be further consolidated In March of this year, the bidding for new basic drugs in Shanghai fell by an average of 7% for exclusive varieties, far lower than the drop of 20% to 30% for competitive varieties of chemical drugs With the exclusive advantage of varieties, Tianshi's blood nourishing Qingnao pill, Kangyuan pharmaceutical's Yaobitong capsule, Yuheng pharmaceutical's Aneo pill and other large varieties of traditional Chinese medicine have all entered the Shanghai market for the first time In the view of the bidding people in the pharmaceutical industry, due to the lack of competitive products, the exclusive varieties generally have a good price maintenance system, forming a virtuous circle of prices in the bidding The price resilience of exclusive varieties can almost be reflected in the Bidding Schemes of all regions Even industry insiders predict that in the future, low price exclusive varieties still have substantial room for price increase In addition, according to the analysis of securities industry researchers, the Growth Logic of base drugs is to exchange the limited price drop for the competitive advantage of products in the market Among the new varieties entering the base drug catalog, some exclusive varieties in large fields have the obvious potential of "price for quantity", such as Tianshili's Yangxue Qingnao Granules, Yiling pharmaceutical's Shensong Yangxin capsule, etc.