The results of the second batch of centralized mining are out of the furnace, and there are three points worth thinking deeply

[industry trends of pharmaceutical network] on January 17, the joint procurement office released the results of the national drug centralized procurement The results showed that of the 33 varieties collected, 32 varieties were negotiated successfully, sodium bicarbonate flow standard It is understood that the average price reduction of this centralized mining reached 53%, with a high drop of 93% In particular, the antidiabetic drugs acarbose, glimepiride and other chronic diseases are often used The average decline of foreign investment in the original research and development of drugs was 82%, and that of generic drugs was 51% The detailed bid winning results will not be described by the author one by one Now it is of little significance to discuss how to win the bid, fail to win the bid and abandon the bid I just want to share with you three in-depth thoughts on this national procurement with volume It is estimated that there will be another two years for 160 varieties of generic drugs that cannot be evaluated in the next three years Major varieties in key fields will be listed Those who have won the bid through evaluation will seize the market that has not won the bid through evaluation, and those who have won the bid through evaluation will seize the market that has not been evaluated, and those who have won the bid through evaluation will not be alone in the generic drugs in the same treatment field Fast is about one year, slow is about three years Generic drugs that have been evaluated hopelessly in the same treatment field may gradually accept the situation that the market is being nibbled It can be predicted that with the gradual promotion of "centralized procurement", the era of high gross profit rate of generic drugs will end in the future, and it will gradually return to normal manufacturing profits Enterprises need to improve operating efficiency and production capacity, reduce production costs, and expand market scale to achieve profits In addition, the high-end generic drugs with high barriers and good competition pattern will maintain good profitability and enjoy excess earnings Therefore, enterprises can take the differentiation route and lay out high barrier generic drugs such as slow controlled release, inhalation preparations, peptide drugs and hormones In the future, the market belongs to the 3-owned enterprise pharmaceutical industry, which is the key development field of made in China 2025 Under the unprecedented attention of the state to the pharmaceutical industry, the status of the pharmaceutical industry continues to improve In the future, in the Chinese market, with the continuous improvement of the concentration of the pharmaceutical industry, it can only be the world of innovative drugs + over rated generic drugs Whoever has the ability to create new drugs, who has the strength to evaluate generic drugs, who has the determination to play ordinary generic drugs well Enterprises that have neither the ability nor the strength nor the fixed force may only disappear It's very important to see clearly the medical situation At present, economic development is a stable and positive trend In this context, medical insurance funds can only be used on the cutting edge, and volume purchase can meet the demand of medical insurance Now it seems that the volume procurement is leading to the reshuffle of the pharmaceutical industry, and the small and medium-sized enterprises with lower specialization, smaller production scale and higher operating costs are the most influential ones In the future, large enterprises will annex small enterprises, and the development of the industry will tend to be intensive and large-scale In the face of this situation, the way out for foreign enterprises is to sell new drugs, and the way out for domestic generic drugs is to replace the original research and make money through evaluation With the money saved, the government will increase the proportion of patients' reimbursement and support the development of innovative enterprises Under such a clear path, it is worth thinking carefully about where each enterprise should go All in all, the new mode of volume purchase can continuously reduce the price of drugs, reduce the burden of medical insurance, benefit the masses, conform to the trend of the times, and meet people's demands For how to promote the future of volume procurement, we can only actively respond while maintaining our attention.