Drug companies that lose pricing power are just a bunch of "fish"! Comparative analysis of comprehensive data

On September 24, the second round of "4 + 7" national centralized purchase and expansion was opened Last year's "4 + 7" collection of "cabbage price" is still vivid in our eyes On the 25th, the price of more than one variety hit a new low again The price of some drugs decreased by 78%, and the price of seven varieties of nine enterprises decreased by more than 60% Under the temptation of the national market share, the price of pharmaceutical enterprises is fierce in this round of procurement Many enterprises are forced out because their quotations are higher than 1 point, 2 points or even 1 cm The market is very different, and the intensity of the bidding can be imagined But not if, only the results Attached are the summary data of this expansion and centralized purchase, as well as the "4 + 7" comparative table of centralized purchase: first, Huahai pharmaceutical is still the biggest winner, the same as the first round of centralized purchase, and Huahai pharmaceutical once again becomes the biggest winner The seven varieties of irbesartan tablets, losartan potassium tablets, irbesartan hydrochlorothiazide tablets, lisinopril tablets, paroxetine hydrochloride tablets, risperidone tablets and fosinopril sodium tablets that Huahai Pharmaceutical Co., Ltd participated in the competitive bidding this time were all winning the bid Besides paroxetine hydrochloride tablets and risperidone tablets, there was almost no price reduction for other winning varieties Huahai pharmaceutical industry can settle down in Diaoyutai without a big price cut On the one hand, because of its low cost of API, on the other hand, there are few competitors in these seven varieties There are no more than three enterprises participating in the centralized purchase of most varieties, so they can be selected even if there is no substantial price reduction In addition to fosinopril sodium tablets, the other six varieties are also the first batch winning varieties of Huahai Pharmaceutical Co., Ltd., that is, Huahai continues to maintain the advantages of the first round of centralized mining, keeps the position in the expansion of centralized mining to obtain the market, and builds a strong moat for its products and market in the next two to three years In addition, according to the 2019 half year report of Huahai Pharmaceutical Co., Ltd., the 4 + 7 market is advancing rapidly, completing more than 2 / 3 of the annual centralized mining That means that centralized mining will eventually exceed its capacity This time, in fact, it will cover the whole country without dead ends and completely suppress competitors 2、 The first round winning enterprises regretted that some enterprises could not continue the advantages of winning the first round of centralized mining, and were forced to leave because their quotations were higher than those of other enterprises in this expansion and centralized mining The national market gave way to each other, such as Beijing new pharmaceutical, Zhengda Tianqing, Xiansheng pharmaceutical, etc On the one hand, the bid winning enterprises did not estimate how big the price reduction was and how difficult the challenge was It was only a symbolic price reduction On the other hand, there are more enterprises participating in the bidding Other competitive enterprises did not shrink from winning the bid for the first time, but covetously reported the lower price than expected, launched the encirclement and suppression, and caught the previous winning enterprises by surprise For example, atorvastatin calcium tablet won the first round of Jialin pharmaceutical Qilu pharmaceutical and Xing'an pharmaceutical respectively offered a price reduction of 0.12 yuan and 0.13 yuan by 78%, far lower than Jialin pharmaceutical's offer of 0.46 yuan The problem is, this is the main variety of Jialin pharmaceutical! Beijing New Pharmaceutical Co., Ltd won the bid for three varieties of products in the first round of belt purchase The situation is very good Now Fengshui turns around in turn! The prices of rosuvastatin calcium tablets, Haizheng pharmaceutical, Lek pharma and Zhengda Tianqing were reduced by 74%, 71% and 62%, while the price reduction of Jingxin was 46%, but it was still inferior to other competitors Ruishuvastatin calcium tablet won the bid last year, which has become the largest single product of Beijing new pharmaceutical industry This time, it can only be rubbed on the ground Amlodipine besylate tablets Beijing New Pharmaceutical Co., Ltd quoted 0.09 yuan, 2 points higher than Chongqing Yaoyou Pharmaceutical Co., Ltd However, this variety has no dead corner coverage in China First, it makes the original research factory more sad, and directly kills dozens of domestic manufacturers The worst is Zhejiang onlikang, which just went on the market last year This product is the only big one in its preparation It has entered the base drug market and sold about 100-200 million yuan annually There is no suspense about the collapse of this product since then! Of course, there are new varieties of cefuroxime ester tablets shortlisted in this centralized mining in Beijing new pharmaceutical industry The price of cefuroxime ester tablets is 0.483, which is 1% lower than that of others It is a thrilling winner (Baiyunshan price is 0.484 yuan; Suzhou Sinochem price is 0.49 yuan) The difference of 1 point and 1% leads to a huge difference in the market, and the speed and passion of the real version is staged! In this expansion and collection, both Xiansheng pharmaceutical and xinlitai lost the first round of exclusive selected varieties, and no new products entered the Bureau Xinlitai is very likely to fail to expect Sanofi to enter the bureau at a large price cut It thought that Sanofi would have a stable position in the market in the situation of "4-in-3" This time, xinlitai is facing heavy losses, because this is not a pilot project in 11 cities, this is the national centralized mining! 3、 Zhengda Tianqing steadily pushed forward Zhengda Tianqing lost the first round of "4 + 7" winning entecavir dispersible tablets, but four varieties entered the market, namely, rosuvastatin calcium tablets, gefitinib, irbesartan hydrochlorothiazide tablets, imatinib mesylate tablets Besides rosuvastatin calcium tablets, the price reduction of other incoming varieties is not large, which can be regarded as one of the winners of this expansion and centralized purchase However, Runzhong, once a four billion species, will collapse completely It is estimated that the cliff will break in the second half of next year, and only a few billion will be left in the end! 4、 Qilu pharmaceutical won the market at any cost Qilu pharmaceutical did not win the bid in the first round of "4 + 7" centralized purchase Five varieties participated in the bidding in this expanded centralized purchase, and all of them were shortlisted In terms of quantity alone, Qilu pharmaceutical is undoubtedly a big winner this time, but in terms of price reduction range, Qilu pharmaceutical is fighting through price reduction, regardless of cost Qilu pharmaceutical all bidding varieties decreased by more than 50%, and three varieties decreased by more than 70% It can be seen that Qilu's strategy is to get the access license at all costs in front of the national market and completely change its generic sales mode Of course, due to the advantages of APIs, there is enough room for price reduction It is estimated that the strategy is to simply reduce the mature generic drugs to the end, and then comprehensively sort out the marketing team and agents, separate and restructure by category, and gradually transition to innovative drugs and high-end generic drugs! This is the most likely domestic pharmaceutical company to win in the future, and you can feel at ease and practice your internal skills without paying attention to the pain and suffering of listed companies 5、 Two categories of finalists Some pharmaceutical companies have two kinds of shortlisted: atorvastatin calcium tablets and clopidogrel bisulfate tablets of Lepu medical, risuvastatin calcium tablets and irbesartan tablets of Haizheng pharmaceutical, amlodipine besylate tablets and entecavir dispersible tablets of Suzhou Dongrui, olanzapine besylate tablets and imatinib mesylate tablets of hausen pharmaceutical, cefuroxime ester tablets and tenofovir fumarate dipivoxil tablets of Chengdu Beite Ester tablet, these two products are also the first batch of winning products, which can continue the advantage of "4 + 7" centralized purchase and expand the product procurement to the whole country Moreover, tenofovir dipivoxil fumarate tablets dropped 78% again on the basis of the first round bid price of 0.6 yuan, and the current offer was 0.13 yuan InApril maleate tablets and dexmedetomidine hydrochloride injection from Yangtze River have no other competitors because they are exclusive varieties, so Yangtze River has no choice to reduce the price But next year, Hengrui and other enterprises will definitely enter the competition It is estimated that this price will also avalanche in the next year! 6、 Foreign competitors are sincere and offer even less than the huge market share of domestic generic pharmaceutical enterprises behind the centralized procurement Foreign enterprises have also joined the bidding team, including Sanofi, Lilly, Novartis, MSD, BMS and AstraZeneca Some foreign-funded enterprises have embarked on the road of substantial price reduction, because there is fierce competition within the varieties If they do not reduce the price, the national market will give way Lek pharma and Sanofi even offered lower prices than domestic generic companies For example, the current price of clopidogrel bisulfate tablets, Petrochemicals Group, Sanofi and Lepu Medical Co., Ltd is relatively low at 2.44 yuan, 2.54 yuan and 2.98 yuan, respectively, with price reductions of 23%, 20% and 6% respectively The sincerity of Sanofi also made last year's competitor xinlitai out of the game 7、 "4 + 7" city, a variety with a large drop in volume, has a sharp price cut Do you think that this expansion will be changed from an exclusive bid to three bid winners, and the bid price will be stable, and there will be no more tragic situation in the "4 + 7" bid last year? Wrong! Hot varieties, multiple varieties of competitive bidding, the price is cut in half, many enterprises offer a lot of competitive prices lower than last year For example, last year, Zhengda Tianqing entecavir won the bid (0.62 yuan) at the price of reducing price by more than 90% This year, Zhengda Tianqing continued to reduce price to 0.58 yuan, but it still failed to win the bid under the encirclement and suppression of Suzhou Dongrui, Baiao pharmaceutical and guangshengtang There are usually more than 6 bidders for these varieties with substantial price reduction, and as many as 9 bidders for amlodipine besylate tablets and montmorillonite powder Although winning the bid may be a big sale, the primary purpose of winning the bid is to survive under the pressure of national centralized mining The sales volume of the relevant products of the unsuccessful enterprises will decrease sharply within two years, and it is likely that they will not make this product in two years In order to win the bid, the production of API, the improvement of concentration, the advantage of production capacity and marketing cost are the key factors of cost control The traditional original accumulation mode of the pharmaceutical industry is no longer In the wave of industrial innovation and upgrading, even if the original research enterprise is so tall, the price should be reduced! In March next year, the "4 + 7" pilot city with volume procurement expires, and a new round of bidding will start again At that time, the number of enterprises that pass the consistency evaluation of generic drugs will continue to increase, and the competition will undoubtedly become more fierce Drug companies that have lost their pricing power, whether they win the bid or not, are a pile of fish and meat We should also be aware that enterprises that become barefoot next year will come back again, and how you can get them will be lost! And a large number of enterprise scale layoffs are bound to start, from production, sales to office, the promotion mode of people sea tactics, and the high-cost customer situation marketing mode must be digital marketing A kind of The combination of elite representatives, whether they understand or do not understand, the rolling wheel of the market will start rolling!