Huahai and Jointown have jointly sold 900 million irbesartan tablets and the off-standard market is being squeezed again!

4 + 7 winning enterprises cooperate with drug distribution enterprises to build Omni channel sales After 4 + 7 expansion, the market left to the unsuccessful enterprises has been seriously threatened How much market space will remain outside the bid? Huahai cooperates with kyushutong to sell irbesartan tablets On November 26, Jiuzhoutong issued a notice that Jiuzhoutong and Huahai pharmaceutical, the holding subsidiary of Huahai pharmaceutical, signed the strategic cooperation framework agreement on November 25, 2019, and Huahai pharmaceutical entrusted the company to sell the winning variety "irbesartan tablets" in all channels except 4 + 7 purchasing cities and Fujian and Hebei hospitals, And Kyushu Tong is also responsible for the sales promotion of this channel and the medical distribution guarantee in the provinces selected in the alliance procurement It is understood that the original research drug of irbesartan tablet is ambroside of Sanofi, which was approved by FDA in 1997 The specifications of the marketed products include 75mg, 150mg and 300mg The indications of "irbesartan tablet" are to treat type 2 diabetic nephropathy with essential hypertension and hypertension In the alliance procurement (4 + 7 expansion), irbesartan tablets of Huahai Pharmaceutical Co., Ltd won the bid again, and the proposed winning quantity is as follows: 4 + 7 expansion irbesartan tablets of Huahai Pharmaceutical Co., Ltd won the bid again Jiuzhoutong said that the sales target of the cooperative varieties with Huahai pharmaceutical is 900 million pieces (the number of the winning varieties to be won in the "4 + 7" City drug centralized procurement is 137 million pieces, including 75mg and 150mg specifications), and the agreement is valid from November 1, 2019 to December 31, 2020 The announcement shows that in November 2019, the two sides began to further expand cooperation, establish strategic cooperative relations and achieve win-win goals In the 2020 agreement target, the annual sales target of Huahai pharmaceutical to Jiuzhoutong is 900 million pieces (Jiuzhoutong is responsible for Omni channel sales except for 4 + 7 purchasing cities, Fujian and Hebei hospitals) The purchase in November and December 2019 will be included in the 2020 agreement) In the 4 + 7 expansion, the number of irbesartan tablets of Huahai Pharmaceutical Co., Ltd to win the bid is about 250 million, not counting the number of winning the bid in the first batch of volume procurement Huahai Pharmaceutical Co., Ltd and kyushutong Co., Ltd jointly sell 900 million tablets, basically covering the market outside the centralized mining alliance In this expansion, in addition to Huahai, Hengrui and Hanhui also won the bid for irbesartan tablets Among them, Hanhui's offer is lower than that of Huahai I don't know what the layout of sales channels will be for other winning enterprises, including Hengrui, Hanhui and so on Sina Pharmaceutical Co., Ltd has analyzed the purchase rules of "centralized document of drug purchase in alliance region" released by Liancai on September 1 In the first year of 25 selected varieties, the agreed purchase volume is displayed in the proportion of 50%, 60% and 70%, that is, the exclusive bidding company obtains 50%, 2 companies obtain 60%, and 3 companies obtain 70% Ideally, the companies that fall the mark can also compete for the remaining 30% - 50% of the market This market is related to the survival of the enterprises that have dropped the standard After the 4 + 7 expansion, the market outside the standard has also been a hot topic in the industry Now, the cooperation between Huahai and kyushutong refers to the "4 + 7" volume procurement cities and all channels except Fujian and Hebei hospitals, and mentions that it will guarantee the medical distribution of irbesartan tablets in the selected provinces in the alliance procurement This has opened the way for the winning enterprises to lay out the sales market outside the hospital The challenges to the unsuccessful enterprises can be imagined How many markets are left for the winning enterprises? The impact of the 4 + 7 policy on the generic pharmaceutical industry should not be underestimated Although it is mentioned in this announcement that the annual agreement goal agreed in this agreement is the goal determined by both parties according to the vision of cooperation, which may be affected by the policy and market environment in the later stage, and whether the expected goal can be achieved is uncertain However, as a large API factory, Huahai basically doesn't need to worry about how to ensure the supply of the shortlisted varieties Instead, Huahai wants to further expand the market of the varieties by the influence of 4 + 7 expansion With the advantages of Jiuzhoutong in drug circulation, it will cover the sales channels in many aspects, which will pose a huge challenge to the same varieties that have been selected and the varieties that haven't won the bid 。 With the national push of 4 + 7, in the future, the advantages of top generic companies will obviously win, and new super giants may form; small generic companies will be merged and eliminated At the moment, the trend seems to be accelerating.