Only by ensuring production capacity can we win the market. The second batch of centralized mining or more emphasis on supply capacity

[industry trends of pharmaceutical Station] since Fujian fully followed up the "4 + 7" pilot provinces, "Hebei Province follow up the implementation of the national organization of drug centralized procurement and use pilot program" has also been circulating in the industry recently As for the winning variety of fosinopril sodium tablets, "4 + 7" centralized procurement results show that the price of fosinopril sodium tablets of Shanghai Shiguibao Pharmaceutical Co., Ltd of China and the United States decreased by 68%, and finally won the bid at 11.08 yuan At present, apart from Shanghai Squibb Pharmaceutical Co., Ltd of China and the United States, fosinopril sodium also has capsules produced by Huahai Pharmaceutical Co., Ltd and Shanghai Modern Pharmaceutical Co., Ltd only Huahai Pharmaceutical Co., Ltd has passed the consistency evaluation On June 25, Hebei medicine centralized purchase network issued a notice saying that Shanghai Shiguibao Pharmaceutical Co., Ltd of China and the United States has promised to supply fosinopril sodium tablets (10mg * 14 tablets) in Hebei Province at the selected price in the national drug centralized purchase, but the production capacity of the enterprise can not meet the demand of purchase volume in Hebei Province According to the analysis of the insiders, Squibb's insufficient production capacity this time has undoubtedly given Huahai pharmaceutical more market space For Squibb, the supply of future capacity is the key to the success of the market With the continuous improvement of generic drug consistency evaluation and medical insurance payment system, the era of high gross profit for multinational pharmaceutical enterprises will be gone forever Only when the price and production capacity of fosinopril sodium tablets tend to be rational, can Squibb finally win the market However, some analysts pointed out that Hebei Province is not a pilot province of "4 + 7" volume procurement, and Squibb does not want to follow up the bid price at present, which may be a market price strategy Another analyst said that with the expansion of "4 + 7" in the next step, the production capacity problem faced by fosinopril sodium tablets may not only be an example faced by enterprises alone, but also reflect some common problems As more and more regions join in "4 + 7" procurement, it brings some challenges to the capacity supply of enterprises In addition, with the further promotion of "4 + 7" volume procurement, more and more regions express their willingness to join Looking at the whole country, all regions are making some preparations for promoting "4 + 7" It is only a matter of time before "4 + 7" is promoted in a larger scope Recently, Taiyuan, Jiangxi, Qinghai and other places have heard that they intend to follow up the "4 + 7" news Wuxi health and Health Commission also made it clear in the key points of health work in the city in 2019 that it will implement the regulations on online drug procurement in public hospitals, link with the "4 + 7" volume purchase price of national drugs, and do a good job in lowering the price of drugs into hospitals In this regard, the industry expects that other prefecture level cities in Jiangsu Province will fully follow up the "4 + 7" linkage at the end of the year or at the beginning of next year after Wuxi Trial Implementation for a period of time Securities companies said that on the basis of purchasing experience brought by batch, the regulatory authorities should put forward more clear and detailed requirements for the supply guarantee ability and quality control ability of enterprises related to the second batch of volume purchasing In addition, considering the impact of long-term supply guarantee, the national pricing standard of "4 + 7" volume purchase will not be the only one in the future, and enterprises will also "discard" insurance according to different situations in different regions With the launch of the pilot volume procurement, the market competition in the field of related drugs is increasingly fierce Next, the relevant departments should build a more perfect supply mechanism to avoid the phenomenon of product shortage and supply shortage In the view of the insiders, for pharmaceutical enterprises, in addition to solving the profit problem caused by the price reduction, they also face the pressure brought by the rising cost of APIs and so on If the pilot procurement with volume is fully launched, China's pharmaceutical market will usher in great changes.