How will these 20 negotiation varieties behave in the case of volume purchase + GPO?

Recently, the Guangzhou Public Resources Trading Center issued the notice of Guangzhou Medical Insurance Service Administration on preparing for the negotiation of the first batch of medical insurance group procurement by Guangzhou medical institutions This means that the negotiation on the first batch of GPO varieties in Guangzhou will be launched just after the 4 + 7 belt purchase! The first group negotiated a total of 20 varieties of drugs, of which 14 leading enterprises accounted for most of the shares Kangai injection is the only one of the shortlisted traditional Chinese medicine varieties The pace of 2019 has just arrived, and the big price reduction will start again! The first batch of drugs negotiated by the group (source: Guangzhou Public Resources Trading Center) sold more than 100 million in the first three quarters of 12 varieties 14 enterprises occupied most of the market According to the notice, the drugs included in the first batch of drugs negotiated by the group were the top 20 drugs purchased in 2017 According to the data of public hospitals in key cities of mienei.com, in the first three quarters of 2018, there were 12 varieties with sales volume of more than 100 million in Guangzhou public hospitals, and the top 5 varieties were entecavir, clopidogrel, paclitaxel, atorvastatin and oxaliplatin In the first three quarters of 2018, the sales of 20 negotiation varieties in Guangzhou public hospital terminals (source: minnei key city public hospital terminals) among 20 negotiation varieties, 14 varieties of manufacturers accounted for the majority of the market share, among which 10 varieties of leading enterprises are multinational pharmaceutical enterprises, including Pfizer, AstraZeneca, Sanofi, Squibb and Bayer In the 4 + 7 volume purchase, the price of gefitinib tablets of AstraZeneca was reduced by 76%, and the price of fosinopril sodium tablets of Squibb was reduced by 68% The "patent cliff" appeared This time, the performance of GPO in Guangzhou, the original research pharmaceutical company, is still of concern According to the drug treatment category, there are 4 blood and hematopoietic system drugs, 4 cardiovascular system drugs, 3 antitumor and immunomodulator drugs, 3 digestive system and metabolic drugs, 2 nervous system drugs and systemic anti infective drugs, 1 respiratory system drug and 1 swelling disease drug in 20 varieties It can be seen that cardiovascular and cerebrovascular diseases, cancer and diabetes are the main diseases in Guangzhou public hospitals, which threaten human health There is a huge drug market for the three major diseases The treatment categories of 20 negotiated varieties are counted as 4 purchased varieties with volume, which are free from negotiation According to the notice of the big opportunity of the enterprise through the consistency evaluation, the winning products of the 20 generic drugs that belong to the centralized procurement varieties of national organizations and the original 36 national negotiated drugs do not need to be negotiated again According to the bidding results of 4 + 7-belt procurement, the successful enterprises of four varieties, namely, clopidogrel, atorvastatin, entecavir and amlodipine, do not need to participate in the negotiation Purchasing situation of 4 non negotiation varieties enterprises in volume According to the requirements of the relevant documents of the State Council and the State Food and drug administration, appropriate support shall be given to the drug varieties passing the consistency evaluation in terms of medical insurance payment The medical institutions shall give priority to purchasing and selecting in clinical practice If there are more than three manufacturers passing the consistency evaluation for the same kind of drugs, no more varieties failing the consistency evaluation shall be selected in terms of centralized purchasing of drugs According to MI nei.com, 7 of the 20 negotiated varieties have passed the consistency evaluation of generic drugs Entecavir, metformin and amlodipine have been evaluated by three enterprises Under the policy background of "priority purchase and use of products that have passed the consistency evaluation", the enterprises without evaluation of the above varieties will lose the qualification to participate in GPO in Guangzhou Atorvastatin, clopidogrel and paclitaxel, the three varieties of which have not been evaluated, as well as the evaluated enterprises who have not won the bid in the 4 + 7 volume procurement, may have to work hard in price if they want to win the bid in Guangzhou GPO In this case, GPO negotiation in Guangzhou will be a fierce price war There is only one traditional Chinese medicine negotiation variety in the consistency evaluation of seven negotiation varieties Kangai is the only one of the first negotiation varieties of GPO in Guangzhou, which is the exclusive variety Kangai injection of Changbaishan pharmaceutical Kangai injection is used for tumor diseases, and the terminal sales volume of Kangai injection in Guangzhou public hospital in the first three quarters of 2018 was 93.08 million yuan The drug has the functions of Invigorating Qi and strengthening immunity It is used for the treatment of primary liver cancer, lung cancer, rectal cancer, lymphoma, gynecological cancer, leukopenia and leukopenia caused by various reasons and chronic hepatitis B According to the data of minenet, in 2017, the terminal sales of Kangai injection in China's public medical institutions (China's urban public hospitals, county-level public hospitals, urban community centers and township hospitals) was 3.4 billion yuan With the strict supervision of traditional Chinese medicine injection by the state, the growth rate of the product in 2017 declined by 7.35% 2013-2017 China's public medical institutions terminal Kangai sales (unit: 10000 yuan) summary according to the first GPO City, Shanghai, three batches of volume procurement decline, the first batch is an average decline of 64%, the second and third batch are 53% and 54%, the national negotiation varieties of seven anti-tumor drugs average decline of 56.7% With medical insurance fee control and more innovative drugs included in medical insurance, under the leadership of the state, price reduction has become the trend and mission of the pharmaceutical industry At the end of 2018, the big price cut in the pharmaceutical industry just ended with an average decrease of 52% in 4 + 7 volume procurement At the beginning of 2019, the first local GPO negotiation will continue to open the price reduction tide in the pharmaceutical industry At present, Guangdong Province's drug recruitment has presented a situation in which the provincial platform, Shenzhen GPO and Guangzhou GPO are three pillars Guangdong Pharmaceutical exchange, as a provincial platform, has many years of experience in drug procurement, while Shenzhen GPO, after nearly two years of "real knife and real gun" practical inspection, has also achieved results, becoming a "magic weapon" for cost reduction As a 4 + 7 procurement City, the industry is naturally very concerned about the performance of the first negotiation varieties of GPO in Guangzhou We will wait and see!