In 2020, it will become the watershed of pharmaceutical industry, and the market pattern of varieties will be faced with reshuffle

[pharmaceutical network market analysis] the second batch of purchasing with volume is the focus of pharmaceutical enterprises at present Article 5 of Document No 2 stipulates that "all localities shall actively adopt independent or cross regional alliances to carry out belt and budget procurement of drugs not included in the centralized procurement and use of national organizations in accordance with the requirements of belt procurement, integration of bidding and procurement, quality priority, quantity assurance and payment collection Before the end of September 2020, comprehensive medical reform pilot provinces should explore, and other provinces should also actively explore " The industry points out that this in fact releases a signal that 2020 will be a watershed for the pharmaceutical industry The decline of product prices generally depends on the competition pattern, and the market pattern of varieties is facing a reshuffle Some pharmaceutical people believe that the second batch of volume purchasing will open the national joint procurement, and the price reduction will be a continuous state From the perspective of the active participation of Chinese and foreign enterprises in the 4 + 7 national expansion, the enthusiasm of the second batch of foreign pharmaceutical enterprises to purchase drugs with volume may gradually rise It is reported that after the implementation of the volume purchase policy, the market of multinational pharmaceutical enterprises in the first and second tier cities has further shrunk At present, they are looking for new markets and sinking into the third, fourth and fifth tier cities to "take the grassroots" or become a choice Some industry insiders said that in the future, multinational pharmaceutical companies want to promote not only innovative drugs, but also solutions for diseases and cooperation with local enterprises It is reported that at the second International Fair held recently, Sanofi, a French pharmaceutical company, brought a solution for primary medical care - County chest pain center, and many pharmaceutical companies have added internet medical services and cooperated with local enterprises
From the aspect of bidding, the average price reduction of the first batch of 4 + 7 volume procurement winning drugs is 52% There are 77 enterprises in the nationwide expansion, 45 enterprises to be selected, 60 products to be selected, and 25 "4 + 7" pilot drugs to be purchased successfully Compared with the low purchase price in 2018 in the alliance region, the average price reduction is 59%, compared with the price level of "4 + 7" pilot drugs, The average decline was 25% It can be said that in the nationwide expansion, the price of pharmaceutical enterprises is very fierce Pharmaceutical people speculate that perhaps the bidding for the purchase of the second tire volume will lead to more fierce competition among large enterprises From the perspective of the second batch of purchased varieties with volume, on September 24 this year, 25 "4 + 7" pilot drugs were all successfully purchased in an expanded scope In terms of policy, slow disease drugs, elderly drugs and cardiovascular drugs are being extended to the grassroots level, and the proportion of reimbursement for slow disease drugs for urban residents will increase in the future Therefore, the industry expects that cardiovascular disease and slow disease drugs will be considered in the selection of the second batch of purchased varieties with volume Therefore, for pharmaceutical companies, it is necessary to consider whether the slow and controlled-release dosage forms of such drugs can be included; how to ensure the product quality when the bid price is relatively low; how to ensure that the proportion of basic drugs used in different levels of hospitals required by the national health and Health Commission is in harmony In addition, in the long run, although the profit of generic drugs is small, the market space is relatively stable, and the stronger enterprises have more advantages Therefore, some insiders concluded that under the national centralized mining environment, enterprises with strong strength and integration of raw materials and preparations are expected to be strong For example, Huahai pharmaceutical, as one of the leading manufacturers of APIs and generic drugs with Chinese characteristics, has more than 100 generic drug projects under research; its main products of APIs include cardio cerebrovascular, antidepressant, antiviral, etc.