Monopoly or "malicious report"? The pharmaceutical company will be investigated

[industry trends of pharmaceutical network] recently, Northeast Pharmaceutical received the notice of anti-monopoly investigation from Liaoning market supervision bureau, which attracted the attention of the industry I understand that the original intention of this investigation is mainly from a letter At the end of 2018, a person claiming to be the manufacturer of zuocanidine injection published a public report letter on the Internet, pointing out that the price of pharmaceutical raw materials in Northeast China rose from 700 yuan / kg to 8000 yuan / kg, or even cut off the supply According to the letter, the manufacturer has communicated and coordinated with Northeast Pharmaceutical for many times, but the other side is still unwilling to supply, resulting in the interruption of drug supply of pharmaceutical manufacturers, and the hospital's clinical and patient use cannot maintain stable supply for a long time At that time, Northeast Pharmaceutical said to the media that the price of drugs did rise, but it did not suspend the external supply Now the antitrust investigation notice has been delivered and will be investigated on November 4, 2019 It can be seen that the relevant departments attach importance to the monopoly of APIs, which is also a very concerned issue for downstream pharmaceutical manufacturers Northeast Pharmaceutical said it actively cooperated with the investigation of anti-monopoly cases of Liaoning provincial market supervision administration At present, the company's production and operation are all normal, and it will timely perform the obligation of information disclosure according to the follow-up progress The data show that levocarnitine injection is suitable for chronic renal failure patients with long-term hemodialysis due to a series of concurrent symptoms caused by secondary carnitine deficiency, such as cardiomyopathy, skeletal myopathy, arrhythmia, hyperlipidemia, hypotension and muscle spasm during dialysis In June 2018, the national health and Health Commission and other five departments jointly released the catalogue of rare diseases, which included 121 diseases, including levocarnitine injection In recent years, China's consistency evaluation policy has been continuously promoted Due to the difficulty of consistency evaluation of injection, the number of over evaluation is far lower than that of oral preparation, and the competition pattern of injection is far better However, surprisingly, a considerable number of large injection varieties, including levocarnitine injection, have not yet been evaluated for the consistency of enterprise layout In terms of the price of levocarnitine injection, the industry insiders said that levocarnitine injection must be purchased through centralized bidding through the bidding procurement platform, and dozens of pharmaceutical companies won the bidding In recent years, the price of the product has been stable at about 30 yuan, without a significant increase Returning to the problem of levocarnitine API, under the pressure of environmental protection and rising cost, China's API enterprises continue to bear pressure, one after another batch of enterprises stop production and withdraw from the market According to the information on the website of the State Food and drug administration, at present, only two enterprises, Northeast Pharmaceutical and Lanling pharmaceutical, have the approval documents for the production of domestic levocarnitine APIs According to the public information, Northeast Pharmaceutical is the only API supplier that meets the pharmaceutical standards in China so far, and its sales scale and market share of levocarnitine rank the top three in the world   According to public reports, in 2018, the cost of L-carnitine API increased due to environmental protection, relocation and other reasons, as well as the impact of the rising cost of raw materials, especially the rise of employee wages The price of L-carnitine API of Northeast Pharmaceutical was about 3000 yuan / kg at the beginning of 2018, and then increased to about 8000 yuan / kg However, in the beginning of 2019, the price has also dropped to about 3000 yuan / kg And the price of terminal drugs has remained stable Financial data shows that in the first three quarters of 2019, Northeast Pharmaceutical achieved an operating revenue of 6.048 billion yuan, up 7.67% year on year; the net profit attributable to shareholders of listed companies was 175 million yuan, up 11.89% year on year.