National collection is intended to incorporate insulin, 20 billion market danger!

Pharmaceutical Network Market Analysis: According to the National Health Insurance Administration recently, the news of biological products containing insulin and traditional Chinese medicine will also start band procurement has now entered the stage of listening to expert adviceThis news immediately caused the industry's high attention and heated discussionFrom the beginning of the first batch of "belt procurement pilot work" began to the present to be carried out the first batch of batch procurement selected drugs have not actually been involved in biological agents and traditional Chinese medicineBut the price reduction of drugs under the purchase of belt quantities has become a major trendThis also means that once biological products containing insulin and traditional Chinese medicine also into the collection of its will face the impact of price cutsThe industry is expected to affect the market size of close to 100 million yuanAlthough there is no more information to disclose but to biological products, traditional Chinese medicine particularity and in the context of national concern about the use of two diseases with the clear combing of the relationship between the use of insulin categories at the same time overlay the number of domestic three generations of insulin production enterprises increased, market competition tends to become fierce and other factors in the industry generally believe that insulin centralized procurement will be inevitable and will be one of the focus areas of collectionIn fact, insulin enters the cluster of early appearanceIn this year' year, Wuhan launched the insulin band purchase bargaining group insulin total purchase volume of 10,000 involved Ganli Pharmaceuticals, Novo Nordisk, Lilly, Sanofi, Tonghua Dongbao, Federal Pharmaceuticals and other enterprisesIn January, Heilongjiang Province Medical Insurance Bureau also announced that it has passed the drug recruitment system reform to promote some of the diabetes drug price reduction as high asAmong them, Novo Norde Valley insulin injection unit pen core price from yuan to yuan decline of aboutAlthough the insulin collection policies in Wuhan and Heilongjiang are more moderate than drug collection and the decline in products is limited, this is mainly due to the limited bargaining efforts of local municipal collectionAt present, the national collection is mainly chemical drugs if insulin-based national collection will be able to achieve generic drug replacement original research is expected that the overall price will be significantly reduced for domestic and foreign enterprises or will be a big testAccording to the data released, the number of people with diabetes in China has become the world's largest diabetes disease in the country, while the number of diabetes patients continues to grow rapidly, China's insulin market size has reached 100 million yuanThe number of people with diabetes in China is forecast to reach 100 million and the insulin market will continue to grow at a high rate or reach the level of 100 billionBut if insulin is really included in the implementation of the national acquisition, the market will face restructuring At present, the health care bureau and experts discuss the content of the exact news, but insulin products will be collected as soon as the news of the capital market seems to have begun to give a response Domestic insulin leading enterprises Tonghua Dongbao and Gan Li Pharmaceuticals share prices have fallen sharply Tonghua Dongbao the day before the day's decline yesterday morning is a three-day decline in three trading days Gan Li Pharmaceuticals, which listed on the main board of the Shanghai Stock Exchange at the end of the month, has two consecutive drop-off boards yesterday morning, but also fell to the opening midday closing market value from breaking 100 billion yuan to billions of yuan It is worth noting that some people in the industry believe that insulin entry will have a greater impact on foreign pharmaceutical companies Because insulin is tightly tied to diabetes treatment in the general perception, the proportion of patients currently treated with insulin is only about about all diabetics And in the market is not very large in the case of domestic insulin market players are not much mainly dominated by foreign giants Novo Nordisk, Lilly and Sanofi three sub-worlds of domestic enterprises in addition to Ganli Pharmaceuticals and Tonghua Dongbao, there are only a few federal pharmaceutical, Yuheng Pharmaceuticals, and Hefei Tianmai and other few players Therefore, in general, the next insulin band procurement in each may set off a wave of price reduction but before the purchase of the volume of chemical tape is different from foreign giants than domestic enterprises will inevitably bear greater price pressure