Live wire weighs a lot! 4 + 7 finalize the national linkage! Many win the bid to seize the market!

According to the national policy, by 2020, we will ensure that the rural poor can get rid of poverty and eliminate absolute poverty under the current standard, and ensure that all the poor counties can get rid of their hats and solve the regional overall poverty The growth rate of per capita disposable income of farmers in poverty-stricken areas is higher than the national average The main indicators of basic public services in poverty-stricken areas are close to the national average According to the requirements of the outline of China's rural poverty alleviation and development (2011-2020), the goal of poverty alleviation during the 13th Five Year Plan period is to achieve "two no worries and Three Guarantees" by 2020: no worries about food, no worries about clothing, compulsory education, basic medical care and housing safety Therefore, it is a key task to reduce the drug price and let patients use good and cheap drugs For pharmaceutical enterprises, they must have a clear understanding of their own positioning in order to achieve sustainable development According to relevant information, this week, the state health insurance bureau held a three-day seminar on drug bidding system reform in Shanghai From this seminar, some unofficial information was revealed Combined with relevant information, it caused a lot of speculation in the pharmaceutical market Coincidentally, recently, the minutes of a small-scale 4 + 7 pharmaceutical centralized purchase symposium organized by the medical insurance bureau were circulated in the industry Now it is interpreted as follows exclusively The relevant information is purely speculation and subjective analysis, which is only for the reference of pharmaceutical colleagues Please refer to officials for all policies Party's official documents shall prevail According to the circulated documents, the new round of centralized mining will expand! The core content of the expansion is that all enterprises take the 4 + 7 bid price as the ceiling quotation, and many enterprises win the bid and share the market equally Among them, there are four unchangeable ones, i.e volume purchase, over evaluated varieties, effect coordination and operation mechanism To achieve two changes, namely, moderate competition, multiple winning bids, and emphasis on the "spirit of contract" and "liability for breach of contract" Analysis: many companies win the bid, share the market equally, and meet the requirements of market competition However, the quantity directly determines the price Since more than one company has been selected to win the bid and a single source of goods has been denied, it means that the market has been cut and distributed and the cake has to be shared by more than one company The advantage of winning multiple bids is that it can avoid one becoming bigger and form monopoly, and at the same time, it is also conducive to full competition in the market However, will the situation of excessive competition lead to the situation that there is no lowest price but lower price again? The scope of drugs involved in the project is 25 generic names selected in the first batch, including all provinces and regions in China except 4 + 7 cities and Fujian and Hebei provinces The scope of enterprises includes all original research and generic pharmaceutical production enterprises that passed the consistency evaluation before the bid opening The agreed amount includes the reported amount of all regional public hospitals, designated private hospitals and military hospitals, which shall be taken as the agreed amount in a certain proportion If one bid is awarded 50%, two bids are awarded 60% and three bids are awarded 70% Analysis: first of all, the new round of centralized mining can no longer describe the project name in the name of 4 + 7 Now that all provinces and regions in the country have been selected, the project has more risen to the decision-making will: 4 + 7 has been relatively successful, and now it is not the stage of further improvement and exploration What we need to do now is to push forward with all our strength and implement nationwide But the biggest puzzle is that the quantity awarded by one bid is not the same as that awarded by two or three bidders, but the price requires that the first round of centralized purchase price of 4 + 7 be the ceiling price (limit price) Is this appropriate? The price drop of the first round of centralized mining is unprecedented low Of course, the quantity obtained is also guaranteed unprecedentedly Now, in the face of the market divided up together, the price should be in line with the low price, and the scalar quantity of many companies will be relatively reduced, which may be questionable Of course, on the other hand, if the price of the exclusive bid is low enough for others to compete, it will basically lock up the winner Bidding rules: all enterprises (including the original research enterprises) declare at a bid winning price no higher than 4 + 7 The enterprises with the lowest quotation will be selected directly Other enterprises will decide whether to accept the lowest quotation in turn until there are three or more selected enterprises (or more than three, to be determined) According to the quotation level, enterprises choose provinces alternately (1,2,3,1,2,3...) , the total quantity reported by the selected province is the quantity agreed by the enterprise In terms of procurement cycle, 2 winning varieties are 1 year, and 3 (or more) winning varieties are 2-3 years Generally speaking, the bidding rules are almost the upgraded version of Shanghai's volume procurement in the early stage Moreover, the enterprises winning the bidding at low prices have the right to choose provinces alternately This is like the delisting meeting in football games, where the weak (the lowest bid price) party makes the first choice Moreover, in order to prevent the besieged bidding from becoming the market and encourage the opening of the market, the two winning varieties only Give 1 year purchase period In a word, the winning enterprises are promised to give 50% - 70% market share, while the unsuccessful varieties still have the opportunity to seize the remaining share But in fact, the rest of the market share, I'm afraid, will be more competitive: the enterprises that have not been selected through the consistency evaluation, the enterprises that have begun to prepare for the consistency evaluation in the same field of treatment, the enterprises that are ready to fight for a little bit with low price (do not do the consistency evaluation) In general, the 4 + 7 national linkage plan also basically takes into account the actual needs of the current clinical use, and establishes a common PK space for the consistency evaluation and the original research varieties Of course, it is also consistent with the consistency evaluation policy, providing a buffer space for the alternative implementation of generic drugs According to the documents, documents will be issued before October this year, bidding will be conducted at the end of this year, and implementation will start next year It can be seen that the expectation of rapidly changing the market pattern in the short term has been formed at the decision-making level, and the formulation of other supporting policies (clinical medication specification, auxiliary medication catalog, medical insurance payment policy, etc.) is also catching up quickly It has become the only way for pharmaceutical enterprises to exist in the pharmaceutical market Statement: this opinion only represents the author, not the position of yaozhi.com, welcome to exchange and supplement in the message area; if you need to reprint, please be sure to indicate the author and source of the article.