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The fourth batch of centralized procurement has just ended two months ago, and the fifth batch of centralized procurement schedule has flowed out!

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Today, the fifth batch of centralized procurement documents has been released, including 60 varieties and 207 product regulations, including tumor chemotherapy drugs, digestive preparations, antibiotics, respiratory, inhalation preparations, contrast agents, diabetes drugs, auxiliary drugs, and ophthalmic-related drugs.

In terms of the specific implementation time of the fifth batch of centralized procurement, the document shows that before 24:00 on April 18 this year, all provinces can conduct volume reporting operation tests through the system.

There was also news in the industry before that, the fifth batch of centralized procurement will be carried out in May-June.

01 Centralized procurement has tilted towards injections

According to the incomplete statistics of the E medicine manager, 3 of 37 varieties have been reviewed, 4 of 8 varieties have been reviewed, 5 of 8 varieties have been reviewed, 6 of 5 varieties have been reviewed, and 9 of 1 variety have been reviewed.

It can be seen from the list of the fifth batch that the national centralized procurement has gradually tilted towards the field of injections, with 30 injection formulations accounting for 50% of all varieties.

Among the types of injections, antibiotics account for a relatively high proportion, including cefuroxime, ceftriaxone, ceftazidime, ceftazolin, azithromycin, etc.

Data show that in 2019, China's injection drug market has exceeded 600 billion yuan.

02 Foreign-invested AZ is the most shortlisted, domestic-funded leaders play the leading role

From the perspective of the original research companies involved, AstraZeneca is the foreign-funded company with the largest variety of finalists in this round, involving 6 products, esomeprazole (esomeprazole) injection, isosorbide mononitrate sustained-release and controlled-release Dosage form, saxagliptin oral constant-release dosage form, oral bicalutamide oral constant-release dosage form for injection, budesonide inhalation, and metoprolol oral regular-release dosage form are shortlisted.

The number of products shortlisted by Pfizer is second only to AstraZeneca, reaching five.

GSK has three shortlisted products, dutasteride soft capsule, cefuroxime injection, and ceftazidime injection.

Sanofi's oncology product docetaxel injection and oxaliplatin injection are shortlisted, among which docetaxel injection faces the 5+1 competition of Hengrui, Yangtze River, Qilu, Zhengda Tianqing, and Huiyu.

In the past four batches and five rounds of centralized procurement, the original research pharmaceutical companies performed differently, but mainly focused on maintaining the original price system.

In terms of domestic pharmaceutical companies, China Biopharmaceutical's Chia Tai Tianqing, Chia Tai Fenghai, Beijing Tide and other products have accumulated more than 10 shortlisted products.

Judging from the results of the previous rounds of centralized procurement, drug prices fell by more than 50% on average, and the highest drop was more than 90%.

03 All four major cephalosporin antibiotics in the basic drug list

In the current base drug list, there are a total of four cephalosporin antibiotic products for injection-cefazolin injection, cefuroxime sodium injection, ceftriaxone injection, and ceftazidime injection.

Ceftazidime injection and ceftriaxone injection have each entered the market with 6 companies.

The competitive landscape of cefuroxime injection is relatively sluggish, and it is in the three-part world of GSK, Whitison, and Runze Pharmaceutical.

On January 21 this year, Cefazolin for injection has just ushered in the first over-reviewed company, Jincheng Pharmaceutical.
Data show that the sales of cefazolin for injection in 2020 will be nearly 4 billion yuan.

According to NMPA data, there are currently 16 cephalosporin products in China that have approved generic drugs.
Among the first four batches of centralized procurement, 7 products have been included in centralized procurement.
Among the 9 varieties not included in the collection, there are 8 injection varieties.
The blockbuster cephalosporin products included in the four basic medicines in the centralized procurement in one breath have a large variety with billions of sales.
After entering the centralized procurement, the market may usher in a wave of increased volume.

04 Biologicalsimilar drugs, Chinese medicine suspended

Judging from the fifth batch of centralized procurement catalogs, insulin, biosimilar drugs, and proprietary Chinese medicines that the industry continues to pay attention to are still not involved, which makes many companies let go of their suspicions.

However, judging from the "Opinions on Promoting the Normalized and Institutionalized Development of Centralized and Volume Procurement of Drugs" issued by the State Council in January this year, the document proposes that unreviewed varieties, proprietary Chinese medicines and biosimilars will be included in centralized drug procurement.

In addition, on March 5th, the National Medical Insurance Bureau and the Department of Recruitment and Procurement and representatives of 11 provinces and cities including Tianjin, Shanghai, Chongqing and other joint procurement offices organized a drug centralized procurement work conference in Nanjing to study and carry out special drug procurement and study national procurement products with large quantities.
After the expiration, the contract renewal work will improve the selection rules of the national drug collection plan.

According to the normalized deployment of "centralized procurement twice a year", although biosimilar drugs and proprietary Chinese medicines have not yet appeared in the fifth batch of centralized procurement, whether it is the information released by the medical insurance bureau’s symposium or the normalized collection of the State Council From the perspective of opinions, it will be sooner or later that these types of products will be included in centralized procurement.