The latest news from the third batch of national picks is expected to open on August 18.

Pharmaceutical Network July 28th, according to industry sources, a few days ago, the provincial health insurance bureau price collection office head held a meeting in Shanghai, the content of the meeting is mainly to discuss the third batch of tape procurement rules, the current content of the cable next August 18 open tender, the end of the release of implementation plans and rulesIn the discussion section on the winning bid rules, the 1.8-fold fuse mechanism and the 50 per cent reduction in prices were unchanged from the second batch of volume procurement rulesAt present, the third batch of national varieties with a volume of procurement volume and the highest effective declaration price has come outOn the above news, Seiber Blue special author Code Wanxuan analysis of Seibe Blue pointed out that "1.8 times fuse mechanism and price reduction of 50%" respectively to limit the price range, price reduction range, and the second batch of consistency is also reasonable in principle - first, the third batch Is the variety expansion, the number is still limited (86 standards), and the criteria for the finalists are consistent, from the time point of view, the third batch is close to the second batch in doing, the supply of varieties and competitive pattern slot difference, the principle of the selection is similar and reasonableFurther, it would not be surprising if the next fourth and fifth batch were still at that paceThe above-mentioned professionals further expressed that, first, from the stability of the rules, to a certain extent, it means that the mature stereotypes of reform, at least in the third batch of decision-making on the second batch of winning and losing the pattern, the effect is more recognized; It should be recalled that the first three batches of tape procurement (rules, effects) are similar and different: the first batch is a pilot, is a local competition, the rules and the second batch of differences are more normal; Looking back, we can see that the third batch of national procurement of the general progress as follows - 5 days ago, July 21, Shanghai Sunshine Pharmaceutical Procurement Network officially issued "on the development of some drug-related basic information collection work", began part of the basic drug information collection work; That is to say, in a few days at the earliest, the third round of documents will be officially releasedAccording to the Cyber Blue inquiry on December 29 last year, the National Joint Purchasing Office issued the "National Drug Centralized Procurement Document", the second batch of national selection of enterprises to determine the following guidelines, the finalists in the price of one of the following conditions, to obtain the proposed selection of the qualification: generic drug companies, the original research drug enterprises, how to deal with the progress of the national organization of drug centralized procurement to the third batch, normalization mechanism has emergedIn addition, the pilot provinces of comprehensive medical reform will not have the consistency evaluation of drugs and high-value medical supplies into the collection range has formed an irreversible situation in the countryOn July 23, the General Office of the State Council issued the Notice on the Issue and Deepening the Reform of the Medical and Health System in the second half of 2020, which clearly stated that the scope of centralized procurement and use of pharmaceutical products by state organizations should be expanded in an orderly manner, a pilot project for centralized procurement of high-value medical supplies should be carried out, and a policy document for reforming and improving the drug procurement mechanism was formulatedThe paper analysis of "VBP's Impact on China's Pharmaceutical Market Pattern" published by The Pharmaceutical Market Research Association of Beijing FabEr Technology Development Co., Ltd., a pharmaceutical consulting firm, points out that the main purpose of tape procurement is to realize the substitution of generic drugs for the original research drugs and reduce the inflated price of generic drugsIt can be said that in the national collection of the game, the main player is the original research and drug companies and domestic head of generic drug companiesAccording to Minnet.com, 86 product regulations totaled more than 56 billion yuan in 2019 in China's urban public hospitals, county-level public hospitals, urban community centers and township hospitals (china's public medical institutions), involving 300 pharmaceutical companiesDomestic head pharmaceutical companies are still the core participants - The Mini net consistency evaluation database shows that in the third round of collection varieties, China Biopharmaceuticals led by 9 over-rated varieties; The original research and pharmaceutical enterprises need to actively respond to - the third round of national picks, Pfizer and Mercadon have 5 varieties included, AstraZeneca, Novartis have 4 varieties included, Squip has 3 varieties includedNational collection has been carried out to the third round, some industry insiders to The Seiber Blue analysis pointed out that, with the state organization of drug centralized procurement into the normal stage, the willingness of foreign pharmaceutical companies to participate will be further strengthenedIt is expected that there are several kinds of varieties, foreign pharmaceutical companies will be more willing to bid - the company has not invested in the source of the product (expected cost control is better), the subsequent introduction of new productproducts with the need to maintain the market share of the original varieties for new products to enter the market to lay a good foundation), products in the company in an important position (occupying a large market share, to provide the company with a large number of turnover, enterprises can not afford to lose a large number of risks), competitive products (not eligible for competitive competition), the price is expected to be optimistic, the original research and pharmaceutical companies also have a greater willingness to participate)In general, for domestic pharmaceutical companies, because the national collection of varieties is generally the original research and pharmaceutical companies occupy the main market advantage, in order to occupy or even seize the market considerations, the domestic pharmaceutical companies between the price killing is more intenseSpecifically, the attitude of domestic pharmaceutical enterprises to participate in the national organization of drug collection is also divided into several situations - Huahai Pharmaceuticals, Collon Pharmaceuticals, Lepu Pharmaceuticals, belongs to the pharmaceutical companies that have been actively involved, such as Huahai Pharmaceuticals in the first round of collection of 7 varieties; Zhengda Tianqing, Xinlitai, Jingxin, Beijing Jialin, Qilu Pharmaceuticals, etcbelong to the bidding performance has been repeated, there are uncertain enterprises, such as Qilu Pharmaceutical in the first round of collection and the second round of the performance of there is a considerable contrastThe normalization of collection, the transformation of pharmaceutical enterprises in the uptoly, the series of effects of national organization drug collection has been continuously shownOn the effect of the volume procurement, the China Pharmaceutical Materials Association Research Institute Policy Research Institute issued one of the pharmaceutical industry development blue book series report "2019 medical policy development status report" analysis pointed out that - with the consistent evaluation of the number of products more and more, drug centralized procurement will enter the normal operation, the provinces and cities of pharmaceutical supplies will be carried out in accordance with policy requirements, the price reduction trend, accelerate the rapid shuffle of the industry, the ecological changes will occurOne is the change of product structure, the second is the change of market pattern, the third is the change of competition mechanism, and the fourth is the change of marketing rulesThe concentration of generic drug production enterprises gradually increased, the replacement of imported products will also accelerate, circulation, pharmaceutical retailing and other industries will also be because of the transmission of policies and face new challengesFrom an enterprise perspective, foreign pharmaceutical companies have made strategic and organizational adjustments, some disbanded medical and sales teams, some shunted pharmaceutical representatives to other teams to make internal staff adjustments, some began to spin off product lines or sell products, and focus on innovative pharmaceutical areas - such as GlaxoSmithKline's hepatitis B star drug "Heptin" (Lamifdin) sold to Fosun PharmaceuticalsFor domestic enterprises, the normalization of volume procurement and the continued expansion of the face also forced pharmaceutical companies to choose their own positioning - is positioned in the generic drug industry, improve the ability to select varieties and cost control capacity, and accept lower profits; Guoxin Securities in a research report pointed out that from a long-term logical point of view, the future generic drug enterprises must rely on their own API protection capacity, with comprehensive cost-end advantages in order to survive in the long-term competition; All in all, in the face of drug-belt procurement policy brought about by the pressure of drug prices, the pharmaceutical industry has ushered in a comprehensive transition periodAttached: The third batch of national drug collection catalogue.