Big news! National drug centralized purchase announcement issued! 4 + 7 official expansion! (flow chart attached)

At 9:30 a.m on September 1, the centralized purchase documents of drugs in the alliance area were officially issued, and the 4 + 7 official announcement was extended! The alliance area includes Shanxi, Inner Mongolia, Liaoning, Jilin, Heilongjiang, Jiangsu, Zhejiang, Anhui, Jiangxi, Shandong, Henan, Hubei, Hunan, Guangdong, Guangxi, Hainan, Sichuan, Guizhou, Yunnan, Tibet, Shaanxi, Gansu, Qinghai, Ningxia, Xinjiang (including Xinjiang production and Construction Corps), excluding the 4 + 7 cities in the alliance area The purchased varieties are the first 25 varieties of 4 + 7 atorvastatin oral regular release dosage forms which are rumoured in the industry According to the principle of linking volume and price, the agreed purchase volume in the first year shall be determined according to the following rules: In fact, if one enterprise is selected, 50% of the agreed purchase quantity calculation base in the first year will be agreed; if two enterprises are selected, 60% of the agreed purchase quantity calculation base in the first year will be agreed; if three enterprises are selected, 70% of the agreed purchase quantity calculation base in the first year will be agreed In principle, the agreed purchase quantity of the next year shall not be less than the agreed purchase quantity of the first year of the selected variety Agreed purchase quantity in the next year: determined according to a certain proportion of the actual purchase quantity in the first year of the procurement variety (specified specification): if one enterprise is actually selected, the agreed purchase quantity is 50% of the actual purchase quantity in the first year; if two enterprises are actually selected, the agreed purchase quantity is 60% of the actual purchase quantity in the first year; if three enterprises are actually selected, the agreed purchase quantity is 70% of the actual purchase quantity in the first year In principle, the agreed purchase quantity of the next year shall not be less than the agreed purchase quantity of the first year of the selected variety Analysis: the biggest difference between the agreed purchase quantity in the first year and the next year is that the agreed purchase quantity in the first year is generated on the basis of the calculation base of the agreed purchase quantity in the first year The agreed purchase volume of the next year is generated on the basis of the first actual purchase volume For example: suppose that the calculation base of the agreed purchase quantity of a product in the first year is equal to 1 million, if the actual winning enterprise is 1, then the purchase quantity obtained by the enterprise in the first year is 500000 In the second year, the agreed purchase volume of the enterprise is equal to 250000 That is to say, in two years, the company obtained a total of 750000 purchases According to the requirements of the documents, the procurement cycle is determined according to the following rules: the procurement cycle of the current round is 1 year for the varieties of no more than 2 (including) selected enterprises; the procurement cycle of the current round is 2 years for the varieties of 3 selected enterprises The procurement cycle can be extended for one year depending on the actual situation Analysis: according to the document requirements, in theory, the procurement cycle of the selected enterprises is no more than 2 (including) varieties, the procurement cycle can reach 1 + 1 = 2 years, the selected enterprises are 3 varieties, and the procurement cycle can reach 2 + 1 = 3 years However, how to ensure the quantity in the third year is a problem that needs careful consideration The price applied for shall not be higher than the price of the selected drugs in "4 + 7 city drug centralized procurement (procurement document No.: gy-yd2018-1)" after being converted according to the current drug price difference comparison rules, and in principle shall not be higher than the lowest price of provincial centralized procurement of the same product of the enterprise in 2019 (as of July 31) in the alliance region Analysis: no matter the difference ratio or the collection of provincial bidding price, in a word, the 4 + 7 winning price is the upper limit price of this quotation, and the relevant quotation must be further reduced on this basis Of course, if there is a lower price in each province, the quotation on this basis is also in line with the "principle", but it can be imagined that in the face of the temptation of quantity, who can compete with an upper limit price again, the biggest possibility is to sharply reduce the price again Criteria for confirmation of supply area: enterprises and declared varieties that have obtained the qualification to be selected shall enter the confirmation procedure of supply area uniformly The enterprise to be selected shall confirm the supply area in combination with its capacity The enterprises to be selected shall confirm the supply areas alternately from the lowest to the highest according to the declared price (in the same order according to Article 11.2 of the document requirements) Each enterprise to be selected shall select one province (region) at a time and repeat the above process until all provinces (regions) have been selected and confirmed The enterprises to be selected must make confirmation when it is their turn to choose, and shall not abstain, otherwise they will be deemed to have given up the qualification to be selected, and the enterprises that meet the application conditions will supplement and reconfirm the supply area in turn according to the criteria for determining the varieties to be selected; if there are no qualified enterprises to supplement, the other enterprises to be selected will reconfirm the supply area in order Analysis: Football League licensing system is the first drug procurement, a single source of goods triggered unprecedented competition According to the requirements of the documents, it can be basically judged that the decision-makers of joint procurement have basically touched the red line of the bidding enterprises, and the enterprises that win the bidding at a low price have the right to choose provinces alternately, which is like the delisting meeting in a football match, where the weak (the lowest bidding price) party has the priority to choose, but after three winning the bidding, one province is basically a single source of goods Winning the bid The question is, to give a high contract quantity to a manufacturer is undoubtedly beneficial to lower the price, but if there are problems in the production process, can the supply of drugs be guaranteed? This is also the deep consideration that the joint procurement repeatedly requires the production capacity to be determined in the early stage It is worth pondering that in the scope of procurement, Hebei and Fujian have implemented 4 + 7 in the whole province, and these two provinces are not included in the relevant procurement provinces Although the 4 + 7 national expansion seems to focus on 25 selected varieties, the actual radiation range has a huge impact As the author has analyzed before, for the industry, the price relationship between 4 + 7 winning and 4 + 7 not winning should be considered first If 4 + 7 bid winning enterprises choose 4 + 7 price, there are only two ways out for 4 + 7 unsuccessful Enterprises: one is to follow the bid, make up for the defect of 4 + 7 unsuccessful bid, and get higher in other markets Second, if we do not follow the provincial bid route, then it is the same consistency evaluation In the current environment, is it safer to use the 4 + 7 winning varieties or the 4 + 7 failing varieties with higher prices?! Secondly, the competition between 4 + 7 unsuccessful varieties and those failing to pass the consistency evaluation should be considered Many varieties failed to win 4 + 7 bid have applied for price reduction actively in many provinces in the past half a year According to the latest provincial policies, if the price of the varieties without consistency is not consistent with the price of consistency evaluation, the price shall be reduced; together with, the price shall be reduced But in other words, why not use the same price for varieties that fail to pass the consistency evaluation? In the same way, it is applicable to the varieties that pass the consistency evaluation and those that fail the consistency evaluation in the range of non-4 + 7 varieties That is to say, if the rules of 4 + 7 centralized purchase are followed, not only the price of the selected enterprises will drop, but also the non selected varieties + related varieties that fail to pass the consistency evaluation + similar varieties in the same treatment field will suffer from the downward adjustment of the related price From 4 + 7 to the national pharmaceutical joint procurement, the facts tell us that the status quo of the products that have been evaluated is: having a baby with the reality and divorced from the dream But the current situation of centralized mining is very greasy He has been telling people engaged in the pharmaceutical industry: I don't want you to think, I want me to think.. For relevant enterprises, it is the most realistic to reduce the price, exchange the price for the quantity, and win the market Flow chart statement: This article only represents the author, not the position of yaozhi.com, welcome to exchange and supplement in the message area; if you need to reprint, please be sure to indicate the author and source of the article.