National collection series (third) large-scale domestic pharmaceutical enterprises continue to lead

The fourth batch of collection has come to an end, the winning bid results revealed a change in the pharmaceutical company's quotation strategy.
as a whole, the largest number of winning bids is still large domestic pharmaceutical enterprises, the larger price reduction concentrated in the hydrochloride bromine and other injection categories, some categories fell even more than 90%.
it is worth noting that some multinational pharmaceutical companies in the collection to change the past "Buddhist" attitude, positive quotations, and even to obtain the corresponding categories of the first place in the election.
The fourth batch of collection interpretation: large domestic pharmaceutical enterprises continue to lead the fourth batch of national drug collection into a total of 45 drugs, involving hypertension, diabetes, digestive diseases, mental diseases, malignant tumors and other therapeutic fields, a total of 152 enterprises participated, resulting in 118 enterprises to be selected, enterprises to increase the proportion of the proposed selection to 71%.
Chart 1. Overview of the results of the fourth batch collection: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang Industrial Capital Research Center, the largest number of winning bids is still large domestic pharmaceutical enterprises, including Qilu Pharmaceuticals, Yangzijiang, Zhengda Tianqing, Shi Pharmaceutical Group, Howson, etc., the number of winning bids in this round of collections are 4 to 6.
this round of collection of new injection categories, injection manufacturers such as Colum Pharmaceuticals, the number of winning the number of the first.
the following analysis of the larger market size and the larger decline of the category.
Chart 2. Data on the selection of ammonia bromoso injections Source: Shanghai Sunshine Pharmaceutical Procurement Network, China Health Industrial Capital Research Center to organize a total of 17 enterprises to bid for ammonia bromoso hydrochloride injections, including Luoxin Pharmaceuticals, Colum Pharmaceuticals, Nt Pharmaceuticals, etc., as well as the original research manufacturer Gringer Inghan.
data, the current Yunnan Longhai price reduction is the largest, reaching 93.3%, the unit price of 0.23 yuan / 15mg.
0.3 per cent, compared with 3.43 yuan/15mg per unit.
Chart 3. 2019 market size and competition pattern data sources: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kaisi System, Zhongkang Industrial Capital Research Center collated Note: hospital sales data source public second- and third-tier hospital market from the fourth batch of the winning bid results, hydrochloric acid bromoso injection original research manufacturer Gringer Ingham will be out, and by stone medicine, national medicine, Luoxin and other domestic brands.
Chart 4. Data on the results of the selection of sodium sodium for injection: Shanghai Sunshine Pharmaceutical Procurement Network, China-Kang Industrial Capital Research Center to organize the national bidding enterprises for the injection of pythonazole is also quite a lot, there are Takeda, Yangzijiang, Jiangsu Osaikang, Nanjing Zhengda Tianqing, Central and Eastern China and other enterprises.
, Yangzijiang's 40mg injection of vitolazole was quoted at 23.4 and the price per tablet was 3.9 yuan, a drop of 86.3%.
Chart 5. Market Size and Competitive Landscape Data For 2019: Shanghai Sunshine Pharmaceutical Purchasing Network, Zhongkang CMH, Zhongkang Kaisi System, Zhongkang Industrial Capital Research Center: Hospital-side sales data source public secondary and tertiary hospital market Chart 6. Injection with Parexib sodium selection data source: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang Industrial Capital Research Center to organize the bid for injection of Parexib sodium enterprises as many as 17, including Qilu, Luoxin, Haizheng and other domestic enterprises, and the product's original research manufacturers for Pfizer.
from the published quotation data, a total of 14 domestic enterprises in the variety of price reduction of more than 90%, of which, Qilu Pharmaceutical's largest price reduction, 96.3%, the unit price of only 0.35 yuan / 40mg.
, while Pfizer cut its price by only 5.9 percent to $88.39.
Chart 7. Injection of Parexib sodium 2019 market size and competitive landscape data sources: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kais System, Zhongkang Industrial Capital Research Center, Note: Hospital end-of-sale data source public secondary and tertiary hospital market finally Emeishan Tonghui with 2.98 yuan / branch of the lowest price, the price reduction of nearly 95%, the original market share of more than 60% of the Hui.
Some foreign-funded original pharmaceutical companies "kill price" it is worth noting that some multinational pharmaceutical companies in the collection of the past "Buddhist" attitude, positive quotations, such as Fessen Yuscabi propofol medium / long-chain fat milk injection and Sanofi's ammonia pills, the price reduction of more than 80%, more than the local pharmaceutical companies.
Chart 8. Data on the results of the fourth batch of propofol/long-chain fat emulsions selected from: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang Industrial Capital Research Center to organize propofol/long-chain fat milk injections in the fourth batch of enterprises and quoted for the original research Feisen Yuscabi, Yangzijiang, PCCW Bio and Colum Pharmaceuticals.
, Fessenyuscabi's offer of 49.3 yuan was lower than that of other winning domestic pharmaceutical companies, and Fessenyuscabi received the first position of propofol medium/long-chain fat emulsion.
Chart 9. Propofol Medium/Long Chain Fat Milk Injection 2019 Market Size and Competition Pattern Data Source: Shanghai Sunshine Pharmaceutical Purchasing Network, Zhongkang CMH, Zhongkang Kaisi System, Zhongkang Industrial Capital Research Center: Hospital End Sales data source public second- and third-level hospital market in addition to schizophrenia treatment drug ammonia pills, selected by the original drug research enterprise Sanofi, the price of a single tablet from 12 yuan to 1.6 yuan, patients can save about 912 yuan per month.
Chart 10. Ammonia Bili tablets in the fourth batch of the results of the data source: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang Industrial Capital Research Center to organize the current round of collection of winning bids will change the market competition pattern of ammonia pills, from the original Qilu and the original research Sanofi "seven three open" situation, into Sanofi to get the first place, Qilu is out.
the same time, Shenzhen Pangu Pharmaceuticals and Hebei Longhai Pharmaceuticals successfully bid.
although the market size is currently small, but its market potential is larger, Zhongkang CMH data show that in 2019, the sales of ammonia pills in the second and third-tier hospital end of 287 million yuan, an increase of 22% year-on-year.
Chart 11. 2019 Grade Hospital Market Size and Competition Pattern Data Sources: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kais system, Zhongkang Industrial Capital Research Center: Hospital end-of-sale data source public secondary and tertiary hospital market with the collection into normal, foreign pharmaceutical companies adjust obviously, began to actively participate in the recruitment and expansion, increase the price reduction range, I believe that after the collection and bidding will be more foreign-funded enterprises to follow up.