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On November 30, 2021, the National Organization for Pharmaceutical Joint Procurement Office issued the "Notice on Announcement of the Results of the National Centralized Procurement of Drugs (Insulin Special)", and the results of the selected insulin special centralized procurement were officially announced
This centralized procurement covers the second- and third-generation insulins commonly used in clinical practice, including 16 generic varieties, and 42 products from 11 companies are selected.
It is understood that the national procurement of insulin involves a total of 81 second- and third-generation insulin products.
Among domestic companies, Ganli Pharmaceutical, United Laboratories, Tonghua Dongbao, Hefei Tianmai, Jiangsu Wanbang, Dongyang Sunshine, and Hisun Pharmaceutical won the bids for 6, 6, 5, 3, 2, 2, and 1 products respectively
According to data from Minai.
On November 26, the national procurement of insulin officially opened the bid.
"Official Announcement of Insulin National Procurement Results! The highest drop was over 70%, Ganli Pharmaceutical and Yifan Pharmaceutical rose sharply"
From the perspective of individual companies, we can also see the reasons for the polarization of the stock market that day
In addition, United Lab plans to win the bid for a total of 6 varieties, and insulin glargine will enter the A group
It is worth noting that, on the whole, unlike chemical generic drugs, foreign companies are also very active in bidding in the centralized procurement of insulin
Guorong Securities stated that Novo Nordisk basically declared in accordance with the lowest rate of decline in the selection.
After the centralized procurement of insulin, the share of domestic manufacturers has increased to a certain extent
Beijing Capital Securities pointed out that, in terms of types, the third-generation insulin has fallen sharply, and the prices of some products after centralized procurement are the same as those of the second-generation insulin
For the second generation, the average price reduction for meal time and base is about 44%, and the average price reduction for premix is about 47%; from the perspective of quotation distribution, most of the quotations are close to each other, and the meal time and base are basically concentrated at 28-30 yuan, and the pre-mixed quotation spans Larger, the highest price is about double the lowest price, and the median price reduction is about 29 yuan
For the third generation, the median price reduction during meals is about 50%, the basis is about 45%, and the premix is about 60%.
This time, Ganli Pharmaceutical, which is mainly engaged in the third generation of insulin products, slashed the prices of the third generation products, which also caused heated discussions in the industry
Guosen Securities also pointed out that after the price reduction of centralized procurement, the lowest prices of second- and third-generation mealtime insulin and premixed insulin are close, which will help third-generation insulin to replace; insulin has high requirements for corporate channel construction and patient education capabilities.
Follow Sina Pharmaceuticals (sinayiyao), the backstage dialog box "Insulin National Acquisition", to obtain the results of the national centralized drug procurement (insulin special) to be selected and the rate of decrease
.