Heavy Insider: "4 + 7" expands the bid opening in October! At the briefing, pharmaceutical companies sent 45 questions in succession, how to break through the siege of price reduction and change the market?!

According to "youth 10 - market access (centralized procurement) policy sharing (wechat) group", after the 4 + 7 meeting in the first ten days of July, recently, joint procurement held the second ventilation meeting of the latest 4 + 7 drug procurement policy in Shanghai The production enterprises of 4 + 7 winning varieties, reference preparations and drugs through consistency evaluation participated in the meeting The meeting had two main purposes, one of which was to listen to opinions, Prepare for capacity survey after the meeting At this meeting, many participating pharmaceutical enterprises repeatedly sent 45 questions and answered one by one on the content of the new round of 4 + 7 national expansion There is a red line in the price of 25 varieties! The objective of this meeting is to solve the price gap between pilot cities and non pilot cities according to relevant national policies, and carry out platform operation through national organization, alliance procurement Range is still locked to select 25 varieties (the generic name remains unchanged, and the specifications and dosage forms may change) Expanding provinces: all inland provinces except 4 + 7 related cities and Hebei and Fujian (not long ago, Henan has started to offer jointly, and the price of Hebei Province is particularly noteworthy) According to the requirements of the meeting, capacity survey will be carried out after the meeting, mainly to explain the source of API, how to ensure sufficient capacity, the actual supply should exceed the monthly quota (considering that the agreed quantity has been completed within the agreed period), and the distribution enterprises should ensure the supply and quality In particular, the meeting stressed that there are two red lines in terms of price: first, the bid winning price of the selected drugs (differential ratio can be made, including dosage form, specification and packaging); second, it should not be higher than the national "floor" price of the product (as far as I know, it should refer to the provincial price), which includes the distribution rate Agreed volume proportion: Based on the procurement volume submitted by the alliance region, 50% - 70% (corresponding to exclusive bid winning - 3 bid winning) will be selected according to the number of selected manufacturers The principle of this election is moderate bidding, multiple selection, not excessive pursuit of decline (each province wins the bid exclusively) On July 12, the medical insurance bureau held a three-day seminar on the reform of drug bidding system in Shanghai From the seminar, some unofficial information was revealed According to the circulated documents, the new round of centralized mining will be expanded! The core content of the expansion is that all enterprises take the 4 + 7 bid price as the ceiling quotation, and many enterprises win the bid and share the market equally Among them, there are four unchangeable ones, i.e volume purchase, over evaluated varieties, effect coordination and operation mechanism To achieve two changes, namely, moderate competition, multiple winning bids, and emphasis on the "spirit of contract" and "liability for breach of contract" According to the relevant requirements disclosed in July, the agreed amount includes the reported amount of public hospitals, designated private hospitals and military hospitals in all regions as the agreed amount in a certain proportion If one bid is awarded 50%, two bids are awarded 60% and three bids are awarded 70% On the whole, in the second briefing in Shanghai, the bidding rules do not emphasize excessive price reduction It can be basically judged that the decision-makers of combined mining have basically touched the red line of the bidding enterprises Therefore, the deep meaning of not emphasizing excessive price reduction is that under this background of price reduction, the bidding enterprises will take the initiative to reduce price and change quantity in order to win the market Moreover, the enterprises winning the bid at low price have the right to choose provinces alternately, which is like the delisting meeting in football match The weak (the lowest bid price) party has the priority to choose first Moreover, in order to prevent the market from being besieged and to encourage the market opening, the two winning varieties are only given one-year purchase period In a word, the winning enterprises are promised to give 50% - 70% market share, while the unsuccessful varieties still have the opportunity to seize the remaining share But in fact, the rest of the market share, I'm afraid, will be more competitive: the enterprises that have not been selected through the consistency evaluation, the enterprises that have begun to prepare for the consistency evaluation in the same field of treatment, the enterprises that are ready to fight for a little bit with low price (do not do the consistency evaluation) But at the Shanghai Second briefing, we can see that after winning the bid, one province basically won the bid with a single source of goods The problem is that it is undoubtedly beneficial to reduce the price by giving a high contract volume to a production enterprise But if there is a problem of production links in the enterprise, can the drug supply be guaranteed?! This is also the deep consideration that joint procurement repeatedly requires to carry out capacity mapping Although the 4 + 7 nationwide expansion seems to focus only 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, which is higher in Henan pharmaceutical market 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 price? 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 recent half a year According to the latest Henan policy, if the price of the varieties without consistency is not consistent with the price of consistency evaluation, the price shall be reduced; together, 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 PS extras: in the era of competing for the best in medicine, every medical person wants to call the wind and call the rain But the fact is, always dragging a pair of tired body in the journey shaking Walking tired, walking tired, looking back, suddenly found that every station of career development, there are unspeakable panic Leng Ying, a famous writer, once had a classic saying that "if the heart is sunny, there is no sense of sadness"! The views expressed are: no hatred, no resentment, no love Those who can not live in the past will be in the past, with a sincere heart to face a better life When the 4 + 7 national expansion is coming, we can only embrace change with a sunny mind Only in this way can we have a long-term future Attached are 12 of the 45 excellent questions (the content and materials are for reference only, please refer to the official documents and the notice on the official website for relevant policies) Some provinces directly use the selected price as the payment standard There is a process in Shanghai and Beijing that is not in place in one step, but the same way Finally, a standard is always used Statement: this opinion 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.