The bidding policies of basic drugs in various regions frequently popularize drugs or obtain policy opportunities

November 12, 2013 source: on November 8, Shanghai Securities News, the fourth inter provincial drug centralized procurement exchange meeting was held in Taizhou, Jiangsu Province, and drug bidding personnel from all provinces and cities were present According to the information obtained from the conference, new trends are emerging in the bidding policies of various provinces and cities, as well as the centralized procurement of drugs and high-value consumables General medicine enterprises are expected to obtain policy opportunities It was learned from this exchange meeting that the bidding work of the new version of basic drugs has been started, but all regions are cautious, and the bidding policy tone of maintaining certain bidding pressure will still be maintained, but the low-cost mode is expected to achieve the bidding purpose of "quality first, reasonable price" only after adjustment At present, only a few regions, such as Beijing and Shaanxi, have completed the bidding work in the transitional period The bidding of Shandong Province, where both low-cost and high-quality varieties can win the bid, is proceeding in an orderly manner, and the relevant quotation work has been completed by the end of last week However, in Guangdong, Shanghai and other regions with strong policy adjustment, the bidding of base drugs has been carried out cautiously Insiders still have doubts about the Guangdong model At this stage, Shanghai's network mode is only a transitional policy, and there may be greater reform attempts at the end of next year The mode of low price competition in general medicine market is expected to be broken Recently, the industry circulated that the national development and Reform Commission has issued a draft for comments on the notice on improving the price management of low-cost drugs, which will be priced by the manufacturers themselves The supply of low-cost generic drugs is expected to bypass the bidding pressure and concentrate on leading enterprises From the demand side, relevant policies are also brewing to increase the proportion of such drugs The basic drugs are mainly targeted at the grassroots market, and the proportion of such drugs used in large-scale terminals such as tertiary hospitals is far lower than the 25-30% requirement of the health and Family Planning Commission in January this year According to industry rumors, the national health and Family Planning Commission disclosed at the 2013 annual drug centralized procurement symposium held recently, at the end of the year, or issued specific policy documents on the proportion of basic drugs used by hospitals at all levels To sum up, the supply and demand of low-cost generic drug market will change, and enterprises are expected to benefit In addition, relevant people especially pointed out that there will be great pressure on the price reduction of the original research drug in the future There is a big difference in the price between the original drugs and the high-quality imitations that have passed the patent protection period The quality grading level of generic drugs will be improved in the bidding to provide reference basis for the promotion of generic drug consistency evaluation In the specific operation, the relevant departments consider that the number of varieties passing the consistency evaluation is still small at this stage, and intend to obtain the FDA, EU and other international certification as an important reference to improve the quality level of generic drugs Based on the above policy guidance of low-cost drugs and generic drugs, qualified general drug enterprises such as Huabei pharmaceutical, Talong pharmaceutical, Lizhu group, etc are expected to gain more market space in the future by virtue of their scale advantages