Sales decline superimposed on the "price reduction order", the original research replacement difficult to block?

On May 8, Guizhou Province's pharmaceutical centralized procurement platform issued "on the adjustment of Guizhou Province's centralized procurement of drugs in 2020 the seventh batch of 7 drugs winning price notice", pointing out that recently Pfizer Pharmaceutical Co., Ltd. and other enterprises submitted an application to adjust the winning price of drugs, after research, the 2015 Guizhou Province drug centralized procurement (public tender) catalog Pfizer production of attovastatin calcium tablets (10mg, 7 tablets), atvastatin The winning bid prices for calcium tablets (20mg, 7 tablets) and benzoate chloride tablets (5mg, 7 tablets) were adjusted from 44.31 yuan/box, 59.92 yuan/box and 31.92 yuan/box, respectively, to 25.16 yuan/box, 42.77 yuan/box and 24.01 yuan/box, respectively. In addition, the winning price of attovastatin calcium tablets (40mg, 7 tablets) produced by Pfizer in the 2015 Guizhou Province Drug Centralized Purchase (Direct Net) catalogue was adjusted from 110.42 yuan/box to 72.71 yuan/box.

sales declined after the "4 plus 7"Atovastatin calcium tablets and benzodiamin chloride tablets were both purchased with the amount of "4 plus 7" that landed last year. In 2018, China's public medical institutions terminal ammonia chloride sales of 6.376 billion yuan, of which Pfizer's star products benzodiacycline chloride tablet market share of up to 84%, and Pfizer's original research drug Atovastatin calcium tablets market share of up to 74%, is also a typical representative of "one big."In the "4 plus 7" volume procurement, Atovastatin calcium tablets by Jialin Pharmaceuticals won the bid, of which the selected price of 0.55 yuan / tablet (converted to 10mg), a drop of up to 83.28%; And in the "4 plus 7" pilot national expansion, benzodialycerine chloride tablets (5mg) 21 pieces, 14 pieces, 7 pieces of three specifications of the selected products, the price is 1.19 yuan / Box, 0.84 yuan / box, 0.49 yuan / box, the price of a single piece down to only a few cents;This time Guizhou announced Pfizer product price reduction range is more than 30% to 40%, after the price reduction and "4 plus 7" with the volume of the purchase of the winning product, is still more than ten times or even dozens of times the winning bid price, compared with the national expansion price is a hundred times more - perhaps breaking the original research drug in the domestic "floor price" still need time.According to Minetrain's statistics on the sales of end-of-life chemicals in key urban public hospitals in 2019, Pfizer's Sales of Lipto (Atovastatin Calcium Tablets) declined by more than 30% in top 10 of beijing's public hospital end-chemical brands, which showed that the sales of atvastatin calcium tablets were significantly affected by the "4-plus-7" collection. With the expansion of the "4 plus 7" landing and the first batch of "4 plus 7" collection in various places to renew the contract, the downward trend of the original research drug will continue.

"price limit order" constantly introduced, the focus of foreign enterprises or changeIn the past two decades of China's pharmaceutical market, the original research drug because of the pricing advantage, multinational pharmaceutical companies higher drug profits, the sale of sanjia hospital alone can obtain huge profits, the first-tier city public medical institutions by multinational pharmaceutical companies as the core market. However, with the continuous improvement of the quality of generic drugs in China and the continuous promotion of consistent evaluation, the market competitiveness of the original drug research drug has been gradually weakened, and the "super-national treatment" of multinational pharmaceutical companies has been abolished.On April 17th, Gansu Province issued the "Notes on the Price Adjustment of The Central Procurement of Related Drugs by The State Organization", giving specific price reductions for the first time to the original drugs that have not been selected and the generic drugs that have passed the consistent evaluation. In accordance with the requirements, the original research drugs in principle 3 years to adjust to the winning price, the first year of the decline should not be less than 34%, or to the lowest price in the country, not declared or did not adjust the price in accordance with the notification requirements of the winning listed drugs, will be disqualified from the winning bid hanging network, known in the industry as the original research drug "price reduction order."In addition, Jiangsu, Guangdong and Liaoning and other places have issued a second batch of national selection of the original drug price adjustment program, such as Guangdong requirements, with the selected drugs with the generic name, the same dosage form, the same specifications of non-selected drugs, need to "in accordance with the provisions of the province, Guangzhou, Shenzhen three The lowest purchase price of the drug trading platform as its purchase price, the implementation of the province-wide price linkage", Jiangsu proposed that the original drug and other varieties need not be higher than the national provincial (district, city) is now the lowest implementation price on the basis of the production enterprises to independently declare the price, encourage enterprises to reduce prices.In addition to the "price limit order" of the original research drugs, with the gradual progress of consistent evaluation, the increasing number of large varieties of generic drugs, but also the original research drugs have a huge impact. As of mid-February this year, there were 16 companies that had passed a consistent evaluation of benzodiaxane chloride tablets alone, and it is expected that there will be a more competitive situation by 2020. Industry insiders pointed out that the future trend of generic drugs to replace the original research has been unstoppable, has relied on patent expired drugs to create profits of multinational pharmaceutical companies or had to change the direction of marketing, focusing on the efficacy of the business, reasonable pricing of innovative drugs. (Medical Economics)