It's set! The results of the third batch of state mining officially announced the withdrawal of a number of pharmaceutical companies.

Review the third batch of national mining, collection of 56 varieties, 82 product regulations, the amount of 22.6 billion yuan, a total of 194 enterprises involved, involving more than 50 well-known domestic and foreign listed pharmaceutical companies.
, 55 varieties to win the bid, Ramif ding due to limited reporting, enterprise price reduction power is insufficient, into the only falling varieties.
, the third batch of state-owned mining produced a total of 125 enterprises to be selected, 191 to choose the drug product regulations, the average price reduction of 53%, the highest reduction of more than 95%. in a research report,
Henyep Securities pointed out that in terms of price decline, the price decline in the third batch of national procurement basically continued the decline of 4 plus 7 belt purchases (an average decline of 52%) and the second batch of belt purchases (average decline of 53%), overall, the price decline is gradually becoming normal.
on the third batch of national mining, China Pharmaceutical Business Association vice president, Baiyang Pharmaceutical Group Chairman Fu Gang told Cypress Blue, the future with volume procurement will be the normal trend.
third batch is 56 varieties, to the fourth batch, the fifth batch, will eventually expand to about 500 products.
for entering the collection catalog of products, price competition is still relatively fierce, the intensity of price reduction is also relatively large.
, the agency will fix overtreated care by managing the price medicare pays.
A group of foreign-funded pharmaceutical companies began to withdraw from the third batch of national bid results announced, caused widespread concern about a phenomenon is - only the ingredients of methylcobalamin tablets, Ukip's left ethyl laxitan injection, Pfizer's lynazine tablets 3 original research varieties winning the bid.
Henyep Securities analysis pointed out that the 4 plus 7 expansion of foreign investment in the selection of 7 varieties, the second batch of foreign investment in the selection of 5 varieties, the number of this round of collection of varieties is more, but the number of foreign investment in the selection is relatively lower.
According to combing, a total of 194 pharmaceutical companies submitted 354 varieties of quotations, of which 43 varieties were submitted by foreign pharmaceutical companies - of which Mercado and Pfizer involved five varieties, Lilly, Novarma, AstraZenetel and Ukip involved three varieties, and Astellas and Squirbor involved two varieties.
, in the first round of the 4-plus-seven series, only AstraZeneta (Giffordini) and BMS (Fossingli) won the bid.
's participation in foreign companies increased significantly during the expansion of the 4-7, with several foreign companies such as Sanofi (Clopidogrel, Ebershatan hydrochlorochlorophenicol), AstraZeneone (Giffordini), BMS (Fosinpley), Mercedon (Monrust), Lilly (Pemite) and others finally won.
in the second batch, Bayer (Akabo sugar, Moxisha star), Bollinger Ingham (Meloxicon), New Base (albumin yew alcohol), and Sanders (Simvastatin) won the bid.
It is worth noting that the six varieties of Baxter's Apixaban tablets, Katopli tablets, Bollinger Ingham's hydrochloride bromine tablets, Bayer's hydrochloric acid cycloproxacin tablets, Astellas cephalosporine capsules, Lilly's cephalospora capsules are all directly abandoned bidding opportunities.
And AstraZeneca's Anaquotol, Merca East's Tetra chlorate, Roche's Capertabin, Lilly's O nitrogen flat-mouthed chip, GSK's Ramifding, Novarma's Latrobe, Pfizer's Shequlin and other varieties, all reported far more than the highest effective declared price, almost equal to a direct exit from at least 50% of the national market.
To the antiviral drug Ramifding as an example, the original GSK basically did not reduce the price, the price is 904.2 yuan a box, while the domestic generic drug company Shijiazhuang Dikang Longze's price is only 11.94 yuan a box.
can be said that in the third batch of national mining, the substitution effect of the original research drugs further appeared, generic drugs in the sharp price reduction at the same time, the replacement of the original research drugs is on the rise.
the original research drug, sales against the trend of growth analysis pointed out that the large-scale withdrawal of foreign enterprises may and different choices have resulted in different performance results.
According to Bayer's half-yearly report for the year, the company's global sales fell 73.8 per cent due to a sharp drop in sales at Bayer, which reported an ultra-low price of $0.18 per slice of Acapo sugar in the second round of national intensive belt purchases in January.
sales of the two products that Bayer failed to bid on were up against the trend, with Pfizer's half-yearly report for 2020 showing that sales of both drugs bucked the trend, despite the failure of Pfizer's Lipto and Live Hi in the first 4-plus-seven volume purchases at the end of 2018 and the 4-7 expansion in September 2019.
other experts on the analysis of Cypress Blue, and domestic generic drug companies, foreign companies often have a broad international market, sharp price reductions or affect their global price system.
addition, due to long-term patient education, foreign companies still have considerable brand advantages and patient loyalty, which also provides a basis for their transition to the off-hospital market.
Fugang further said to SaibaiLan, on this issue, I think that with the ability of Chinese consumers to pay, the original research drug abandonment hospital channels are still very possible, brand products in the retail market can continue to release value.
such as Pfizer's Lipto, Live Hi are volume procurement of out-of-the-way drugs, through the data can be seen that still sold in the Chinese market.
" for the original brand of drugs, if they and domestic prices are actually unable to keep up, because the price of generic drugs will generally drop 70%, 80%, even if it is after, the number may be more, but there is no profit.
brand products have been billions of scale, meaning that China has tens of millions or millions of people are using the drug all year- year-old, this kind of original drug treatment costs a month is more than a hundred to two hundred yuan, not to say where expensive to go.
so for many people who have a certain ability to pay, many people are not willing to change drugs, they still want to use the original brand.
so the brand premium is still there, in the future these products are considering how to continue to release brand value in the off-court market."
Fugang further said, in fact, in previous years Baiyang realized that pharmaceutical companies fighting each other, relying on several products to support thousands of people or even tens of thousands of people of the national marketing team is no longer realistic, industrial enterprises should treat all downstream customers as a key link in their own value chain, actively cooperate, seek symbiatic win-win situation.
of products selected in the collection will gradually turn to the off-site market, then how brand products continue to release value in the retail market, pharmaceutical companies need to solve the dilemma.
, Baiyang has built a commercial platform dedicated to providing industrial enterprises with professional and efficient 3D commercial solutions.
out-of-hospital sales, become a new choice of a number of pharmaceutical companies, another research report points out that its own consistent evaluation and collection of combination fist is conducive to breaking the original research enterprises in the Chinese market overpricing, while accelerating domestic substitution is the general trend.
foreign companies will sell most of the market whether they choose low-cost winning bids or out-of-hospital sales.
, but taking into account its global drug price maintenance, sales team construction, brand preferences of some patients and other factors, out-of-hospital sales or better choice.
But it is worth noting that as more and more pharmacies participate in the national collection, the selected varieties will also enter the retail pharmacy channels simultaneously, the low price of the selected drugs or in the retail channels to the original research drugs caused a certain degree of competitive pressure.
understand that many pharmacies have said that they want to actively participate in the national collection, and through low-cost selected drugs for pharmacies to attract visitors.
In addition, according to the latest health insurance payment standards of the National Health Insurance Administration and procurement price coordination requirements, the price of non-selected drugs at the end of 2018 is more than twice the selected price, in 2019 at the original price reduction of not less than 30% as the payment standard, and in 2020 or 2021 adjusted to the price of the selected drug as the payment standard.
with the price of the selected drug as the payment standard of the same generic name drug, the original drug will be further stressed.
, but in the current situation, there is still a certain buffer time for medicare payments that have not been approved for the original drug.
Fugang finally said to Seber blue, the impact of mining on the circulation of the industry may be more serious than the general people think, because of the intensity of collection and this way, so that the hospital drug prices fell by a particularly large margin, an average of more than 70%.
this behavior will lead to a batch of original research drugs out of the hospital market.
So from this point of view, the hospital as the main channel of prescription drug sales, this function is also rapidly weakening, the main channel of drug sales is moving from the hospital to the professional pharmacy, the Internet professional pharmacy in the fourth terminal, to the fourth terminal transfer, this is a huge channel change.
in the process of moving out of the hospital, the Internet will also get a big piece of the pie.
can be said that, with the normalization of the national organization of drug collection, the collection of a series of effects on the pharmaceutical industry, will continue to appear.
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