The impact of centralized procurement, new opportunities for the original research pharmaceutical companies are here

The impact of centralized drug procurement on imported original research products has always been a topic of concern to everyone
.

Is the original research drug company "winning the bid and leaving the game", or "it will achieve positive growth soon" as Bayer President Stefan Oelrich said last year?

We select the first and second batches of centralized sourcing products that have been implemented for a long time, and use the [smart drug big data analysis platform PharmaONE] to enlarge the sales data of the overall Chinese market and the retail sales data of [China Pharmacy Retail Database R-PDB] , To analyze this problem
.

The replacement effect of domestic imitation products is achieved, and the selected imitation products are indispensable

The replacement effect of domestic imitation products is achieved, and the selected imitation products are indispensable

Figure 1 and Figure 2 respectively count the first and second batches of centralized procurement of the original research / imitation products of the overall market sales
.

It can be seen from the figure that the proportion of sales of imitation products has increased to a certain extent after the implementation of centralized procurement

In the first batch of centralized procurement regulations, the proportion of imitation products rose from 43% to 51% (an increase of 8%), and the second batch increased from 73% to 84% (an increase of 11%)
.

This increase is mainly attributable to the increase in the proportion of selected imitation products

Figure 1.
The proportion of the overall market sales of original research/imitation products of the first batch of centralized procurement regulations

Figure 2.
The proportion of the overall market sales of the original research and imitation products of the second batch of centralized procurement regulations

The selected original research has increased the volume obviously, and the sales of the unselected original research have declined

The selected original research has increased the volume obviously, and the sales of the unselected original research have declined

Figures 3 and 4 respectively count the changes in the overall market sales of the original research involved in the first and second batches of centralized procurement regulations
.

As can be seen from the figure, the sales of the unselected original research have dropped by more than 20%, while the sales of the selected original research have increased significantly

Figure 3.
The first batch of centralized procurement regulations involves changes in the overall market sales of the original research

Figure 4.
The second batch of centralized procurement regulations involves changes in the overall market sales of the original research

It’s not easy to win the bid, but it seems even more sad to win the bid.

It’s not easy to win the bid, but it seems even more sad to win the bid.

Figures 3 and 4 respectively count the changes in the overall market sales of the original research involved in the first and second batches of centralized procurement regulations
.

As can be seen from the figure, no matter whether it is selected or not, sales in 2020 will drop significantly, and the decline of the selected original research is greater than that of the unselected original research
.

The first batch of selected original research dropped 16% more than the unselected original research, and the second batch dropped 4% more

Figure 5.
The first batch of centralized procurement regulations involves changes in the overall market sales of the original research

Figure 6.
The second batch of centralized procurement regulations involves changes in the overall market sales of the original research

The participation of the 5 batches of centralized procurement original research enterprises also confirmed the original research's views on centralized procurement
.

It can be seen from Figure 7 that the enthusiasm of the original research companies to participate in centralized procurement has always been low, and the proportion of the common names of the original research companies that have won the bid has always fluctuated around 10%

Figure 7.
1-5: Proportion of the number of common names won by the original research in batches of centralized procurement

The original research companies are trying to lay out retail `` rebirth ''

The original research companies are trying to lay out the retail " rebirth " rebirth

Faced with such a cruel reality, the original research company did not "sit and wait to die", but actively tried to solve the problem
.

We selected 5 original research companies (Bayer, Merck, Boehringer Ingelheim, Sanofi and Squibb) related to the first and second batches of centralized procurement regulations, and analyzed 15 related original research products of these companies (see Table 1) The overall market and retail performance
.

Table 1.
1-2 batches of original research products involved in centralized procurement of five original research pharmaceutical companies

After analysis, we found 2 conclusions:

1.
The sales decline of the selected original research is much greater than that of the unselected original research

Figure 8-12 respectively shows the changes in the overall market sales of the original research related to the 1-2 batches of centralized procurement regulations of these 5 companies
.

It can be found that the sales decline of the selected original research in 2020 is much greater than that of the unselected original research

Figure 8.
The overall market sales changes of Bayer's 1-2 batches of centralized procurement regulations related to the original research

Figure 9.
Overall market sales changes of original research related to Merck’s 1-2 batches of centralized procurement regulations

Figure 10.
Boehringer Ingelheim 1-2 batches of centralized procurement regulations related to the overall market sales changes of the original research

Figure 11.
The overall market sales changes of the original research related to the 1-2 batches of central procurement regulations of Sanofi

Figure 12.
The overall market sales changes of the original research related to Bristol-Myers Squibb's 1-2 batches of centralized procurement regulations

2.
All the original research products are actively deploying retail, and the retail sales of the unselected original research products have generally increased

Table 2 shows the comparison between the overall market and the retail end of the original research related to the 1-2 batches of centralized procurement regulations of these 5 companies
.

It can be seen that an obvious phenomenon is that the sales of the unselected original researches have increased at the retail end, the highest increase is as high as 39%

Table 2.
Comparison of the overall market and retail end of the original research products involved in 1-2 batches of centralized procurement of five original research pharmaceutical companies

Summarizing the above analysis, we can see that the original research products are indeed facing a relatively large dilemma in centralized procurement.
Regardless of whether the bid is won or not, the overall market sales will always decrease, and the decline of the winning product will be even greater
.

In such a predicament, choosing a retail layout is the choice of many original research companies.
From the perspective of effect, it is indeed a better direction
.