From the change of bidding rules to see the attitude of the supervisor to the national centralized mining

Wen | a Niu Ge On January 17, the results of the third round of national drug centralized procurement, which attracted national attention, will be announced soon Compared with the previous two times, the rules of this bidding have great changes: the number of shortlisted enterprises, division of supply areas, procurement cycle, etc., each of which will have a great impact on the bidding of related enterprises The bidding rules reflect the attitude of the state health insurance bureau to control the centralized drug purchase So, what is the change of the three drug bidding rules? What do these changes mean? Table 1 Introduction to the evolution of bidding rules for three times of centralized drug purchase Data source: Shanghai Sunshine pharmaceutical purchasing network, Zhongkang Industrial Capital Research Center The number of shortlisted enterprises increased According to the change of the rules of three times bidding, we can see that the upper limit of the number of winning bidders is increasing gradually For the first time, "4 + 7" Guocai adopted the rule of exclusive bid winning, and the number of enterprises winning each variety increased to 3 in the second round of expansion bidding The third drug bidding extended the scope to the whole country, and the rules of shortlisted enterprises became 1, 2, n-1, n-2, n-3 for each variety, with a maximum of 6 winning enterprises In addition, only one of each variety was selected in a region, and the number of shortlisted enterprises doubled, which increased the difficulty of winning the bid, and the enterprise competition will be more full It is worth noting that in the "Application qualification" of the third centralized purchase bidding document, it is clearly stated that "enterprises meeting the following application requirements must submit application materials within the specified time, and those not submitted will affect the centralized purchase of the drugs involved in the enterprise in the whole country." It can be seen that in principle, the third centralized procurement bidding requires all enterprises meeting the requirements of declaration qualification to participate, and the products that have been evaluated cannot be without quotation This is not mentioned in the previous two documents Procurement cycle extended The first round of exclusive winning, each enterprise procurement cycle is only one year In the second round, each variety increased to 3 enterprises, and the procurement cycle was extended to 2 years In the third round, more than 4 enterprises are allowed to win the bid for the same variety, and the procurement cycle is extended to 3 years It can be seen that with the increase of the number of selected enterprises, the procurement cycle is also extended The extension of drug purchase cycle means that the winning enterprises can maintain a certain market share in the country for a longer time in the future, and to a certain extent, ensure the sales volume of enterprises in the purchase cycle Innovation of bidding price conditions It is worth noting that in the first two drug tenders, when the winning enterprises are finally determined, the way of selection is to compare the prices of several enterprises, compare the declared prices of different enterprises according to the drug difference price comparison rules, and determine the final winning enterprises However, in addition to the drug price comparison in the previous two bidding rules, the third national bidding also lists three parallel conditions If one of them is met, the candidate will be qualified Moreover, in the third bidding document, the highest effective bidding price is clearly given for each drug variety, that is, the bidding price of pharmaceutical enterprises cannot be higher than the highest effective bidding price This was not mentioned in the first two rounds of bidding rules First ranking enterprises have more opportunities to choose According to the rules for the selection of supply areas by the enterprises to be selected, the requirements of the second round of alliance bidding are that the enterprises to be selected alternately confirm the supply areas according to the declared prices from low to high Each enterprise to be selected selects one province (region) at a time and repeats the above process until all provinces (regions) have been selected and confirmed However, the third round of bidding provides the first ranking enterprises with one more choice opportunity The first ranking enterprises are given priority to choose one time, and then start the similar form of the second round From the perspective of the regulatory side: comprehensive analysis of the changes in the three bidding rules, the formulation of national control bidding rules, guide enterprises to compete in the bidding from the shortlist rules, bidding conditions, procurement cycle and other additional conditions, so as to further reduce the drug price It can be said that drug price reduction is the first priority of the centralized purchase pilot However, the sharp price reduction shown in the first two rounds of bidding results is not only popular, but also easy to cause the supervision party to worry about the quality problem of the supply of drugs Therefore, the number of shortlisted enterprises needs to increase, not a single one, to try to avoid the quality problem of drugs At the same time, in the issue of drug supply, the first round of exclusive bidding may cause the state to worry that these winning enterprises cannot provide sufficient drug supply, thus affecting the stability of the industry In addition, the scope of supply area of the second and third bidding was expanded from 11 cities to "4 + 7" alliance, and then from the alliance to the whole country With the increase of supply scope, the number of drug supply enterprises also needs to increase In order to attract more enterprises to bid, in addition to directly increasing the number of shortlisted enterprises of each variety, the third round of bidding clearly requires that qualified enterprises should declare In addition, extending the procurement cycle means that the cost of enterprises missing the bid will be greater, which is also the hope that enterprises will have more full competition and better price reduction effect In terms of price requirements, the third bidding gives the most effective application and quotation for each drug variety, in fact, it is aimed at the drug varieties with insufficient competition, especially those with few manufacturers Of course, the bidding rules have not only requirements, but also incentive settings Setting up the first ranking enterprises has one more chance to choose regions, which is to attract various pharmaceutical enterprises to reduce prices and strive for the first ranking, so as to increase the price reduction range In the long run, the number of selected enterprises in the national drug centralized procurement bidding is limited, and the procurement cycle is long The winning enterprises may maintain their advantages in the future bidding because of successfully seizing the market share, which is bound to have a negative impact on the enterprises that do not win the bidding If this trend ferments, there will be a large number of medical enterprises going out of business, and even bad social impact may appear Therefore, when the State formulates bidding rules, the pace of price reduction needs to be well controlled Too fast reform may cause instability in the industry From the perspective of the enterprise side: the bidding document gives the rules of the game, and every pharmaceutical enterprise is in fair competition in the process of seizing market share, which is equivalent to reshuffling the market In the era of no centralized purchase, some large-scale pharmaceutical enterprises may spend a huge sales cost to spread out the market, seize the market opportunity, and drug pricing is also high But when the era of centralized drug purchase opens, the market will be controlled by the state, and every enterprise will bid openly and fairly Some young pharmaceutical companies may not have high cost of entering the market in the early stage, so now the offer will be more bold, and large-scale enterprises are forced to reduce the price from high price bidding, which may cause heavy losses.