Imported commonly used drugs are frequently out of stock, what impact will it have on local pharmaceutical companies?

Recently, reports have shown that "Sining", a commonly used drug for Parkinson's syndrome, is out of stock in a large area on the market, and the price has skyrocketed
.
It is reported that many patients and their families are buying at a price that is 10 or even 20 times higher than the price of medical insurance
.
In addition, currently searching for "Sining" in e-commerce channels can find that many online pharmacies have sales, but the standard package prices are also ranging from 799 yuan to 996 yuan
.
Data show that Sining is a compound preparation of levodopa and carbidopa that can supplement dopamine.
It is one of the main drugs for relieving and treating Parkinson's symptoms.
It is produced by Merck
.
In June of this year, Ogalon was separated from Merck.
At present, Ogalon is responsible for the general agent of the drug
.
Regarding the reason for the shortage, Ogalon said that the output of Sining was originally relatively small.
Due to the foreign production and domestic sub-packaging, under the influence of the epidemic, the current shortage has led to the current shortage
.
This is not the first time Xining has had a supply problem
.
In 2016 and 2019, Xining also experienced large-scale shortages due to production reasons
.
In addition to Xining, there are many imported drugs that cannot be supplied due to production links and other reasons
.
For example, in April of this year, Takeda Pharmaceutical announced in an open letter from the Hypoparathyroidism Association, broader hypoparathyroidism patients and the medical community that the supply of Natpara 100 micrograms (mcg) may be interrupted from April 5.
Starts on the day and lasts for about a year
.
At that time, Takeda did not specify the cause of the interruption, only that it would affect subsequent production
.
Industry analysts believe that it is rare or the reason for its cut-off
.
Drugs for rare diseases with high prices have always been faced with the problems of difficulty in marketing and payment, and when the prices are too low, drugs often face a crisis of supply suspension or even suspension of production
.
The analysis believes that, generally speaking, the shortage of drugs is due to problems in the supply of raw materials or adjustments in the production line of drugs
.
In addition to the above influencing factors, drug prices also have a greater impact on the enthusiasm of the company’s production and operation
.
In recent years, with the impact of the epidemic and the continuous squeezing of drug prices by domestic centralized procurement, the industry believes that this type of imported drug supply will continue to occur in China
.
It is worth noting that problems with the supply of imported drugs will also have a certain impact on the domestic market of related drugs
.
The analysis believes that it may bring opportunities to more local pharmaceutical companies, such as this kind of market gap or will accelerate the clinical substitution between varieties
.
It is understood that there are two alternative methods for Sining, one is to use metopa (dopasizide tablets), and the other is dalingfu (entacapone didopa tablets)
.
At present, Xinhua Pharmaceutical's Medoba products have completed all the preparatory work before commercial production, and commercial supply is about to begin
.
The industry predicts that future sales may be very substantial
.
In addition, the combined use of Jingxin Pharmaceutical and levodopa can reduce the amount of pramipexole that can reduce the amount of levodopa.
It is also expected that the volume of pramipexole will be further increased while entering the centralized procurement, and it will usher in a greater breakthrough
.
However, it is worth noting that companies have to consider many issues when seizing this opportunity
.
For example, the price issue.
If the price of its own products is at a low level, the company also needs to consider its own affordability and supply capacity when seizing the market.
At the same time, terminal channels and supply guarantees cannot be ignored
.
In addition, companies whose market is occupied will certainly not remain indifferent, and local pharmaceutical companies must be prepared for intensified market competition
.