The second batch of purchased products with quantity has been selected

At the 2019 China DTP and prescription drug retail conference, cypress blue learned that the second batch of products purchased with volume were basically selected The second batch of products purchased with capacity is expected to be released in the second half of the year, and many research institutions have also sorted out and released products with greater opportunities According to the analysis of Soochow securities, "in view of the good purchase volume of the first batch of purchased varieties, it is expected that the second batch of varieties will be released in the second half of the year." Recently, Xie Bing, chairman of China's biopharmaceutical board of directors, said that the second batch of "4 + 7" with volume procurement varieties is expected to be announced this summer and implemented at the end of this year ▍ the second batch of products purchased with volume are basically selected It was learned at the DTP and prescription drug retail conference in 2019 that the second batch of products purchased with volume are basically selected Relevant people disclosed this information, but more information is not convenient to disclose at this stage (source: Cypress blue) according to the analysis of Anxin securities, at present, the first batch of belt quantity procurement is advancing orderly, and the second batch of belt quantity procurement is gradually approaching As of April 2019, the conformity evaluation of generic drugs has passed, and the first batch of winning varieties has been eliminated A total of 78 varieties have passed the conformity evaluation (regardless of dosage form and specification), and some of them are expected to be included in the second batch of belt quantity procurement (source: Anxin securities) Soochow securities further pointed out that in view of the good purchase volume of the first batch of purchased varieties in the hospital, we expect the second batch of varieties to be released in the second half of the year, and mainly focus on anti infective drugs, antihypertensive and hypoglycemic drugs, cardiovascular and cerebrovascular diseases and other chronic diseases At the same time, the terminal sales volume is large, and some manufacturers have passed the consistency evaluation Based on the above core assumptions, we have sorted out the conformity Some qualified products, including acarbose, clarithromycin tablets, metformin hydrochloride tablets and other varieties (source: Soochow securities) In the first batch of volume purchase, the injection that has passed or deemed to pass the consistency evaluation by the enterprise has appeared in the circulating list, but in the official document, there is no "figure" of paclitaxel for injection (albumin binding type), cefazolin sodium for injection / sodium chloride injection, while azithromycin for injection has not been finally selected due to the price It is estimated that temozolomide for injection, ibuprofen injection, docetaxel injection and azithromycin for injection are all likely to be shortlisted in the second batch of belt purchase In addition, desflurane of Hengrui, cefadroxil and tramadol of euryi pharmaceutical, nevirapine of Huahai, ondansetron of Qilu, etc have been approved for listing abroad Although the sales volume of China's public medical institutions in 2017 is not very high, they also have a great chance to be shortlisted ▍ on April 3, the executive meeting of the State Council heard reports on centralized drug procurement, short supply of drugs and medical assistance In terms of centralized drug procurement, the meeting stressed the need to further promote the national drug centralized procurement pilot, strengthen the quality supervision and supply guarantee of winning drugs, and realize price reduction for the benefit of the people; earnestly summarize the pilot experience, and timely and comprehensively push forward It was noted that this means that the pilot area is likely to expand in the next round of national volume procurement On April 16, at the regular policy briefing of the State Council, Chen Jinfu, deputy director of the state health insurance bureau, evaluated the centralized drug procurement organized by the State - the procurement amount exceeded expectations, and the relevant policies were basically implemented, such as medical insurance prepayment, hospital use and payment collection, etc., and the medical expenses dropped significantly In this regard, Chen Jinfu said that in the next step, in accordance with the deployment of the 43 executive meetings of the State Council, based on the results of the pilot evaluation, we will fully listen to the opinions of all parties, improve the policy and system of centralized bidding procurement, and study and deploy the pilot work to expand CSC securities commented that in the past five months, the centralized drug purchase in 4 + 7 pilot cities has been fully implemented It is expected that this year, with the number of varieties passing the consistency evaluation further increasing, the centralized drug purchase varieties and coverage will be expanded According to the analysis of mienei.com, at present, China has 4 municipalities directly under the central government, 15 sub provincial cities (Shenzhen, Dalian, Qingdao, Xiamen, Ningbo cities separately listed in the plan), the first batch of "4 + 7" pilot cities for volume procurement includes 4 municipalities directly under the central government (Beijing, Shanghai, Tianjin, Chongqing) and 7 sub provincial cities (Guangzhou, Shenzhen, Shenyang, Dalian, Xi'an, Chengdu, Xiamen), which can be more flexible The local government and its functional departments have a higher degree of cooperation Beijing, Shanghai and Guangzhou in the 4 + 7 cities ranked in the top three in the public hospital chemical terminal city pattern in 2018, with sales exceeding 10 billion yuan, and sales in Chengdu, Tianjin, Chongqing and other cities were also relatively good Therefore, if we want to expand the pilot area, we should choose the sub provincial cities with the above characteristics Hangzhou, Ningbo, Wuhan, Nanjing, Jinan, Harbin, Qingdao and Changchun have a great chance to be selected In 2018, Hangzhou and Wuhan ranked fifth and sixth in the chemical terminal city pattern of public hospitals in key cities, and Wuhan has launched GPO last year, which is similar to Guangzhou and Shenzhen, while Hangzhou and Ningbo belong to Zhejiang Province, which has well combined provincial bidding procurement and medical insurance payment standards, and Qingdao has its own characteristics in the major disease relief system ▍ the Liaoyuan effect of belt quantity purchase the second batch of varieties and pilot cities are undoubtedly the core issues concerned by the industry, and the linkage of the first batch of belt quantity purchase is undoubtedly crucial At the 2019 China DTP and prescription drug retail conference, cypress blue learned that for the 4 + 7 linkage, the official attitude is that the 4 + 7 cities must be resolutely implemented, and the 5 provinces where the 4 + 7 cities are located should take the volume first before linkage, and other provinces are not allowed to linkage (picture source: Cypress blue) from the perspective of non pilot areas, Tangshan, Qinhuangdao, Taiyuan, Fujian, Liaoning and Shaanxi basically choose linkage or encourage linkage For example, Fujian Province clearly follows up the implementation of the whole province, Liaoning province encourages the province to directly hang the net with the selected price, while Shaanxi province issues a notice that enterprises are mainly voluntary, preferentially listed in the price limit hanging net Shandong, Shanghai, Sichuan and Guangxi do not link or encourage linkage For example, Sichuan clearly indicates that the current procurement policy is still implemented in non pilot areas Shanghai's attitude is to link prices in non centralized mining areas Pharmaceutical institutes can send letters (only for bid winning enterprises and products) Based on different procurement modes and different prepayment modes, centralized mining is not recommended In addition to the provinces and cities mentioned above, other regions have not yet made a statement on the linkage of 4 + 7, which is basically to maintain the original procurement status It is believed that with the continuous accumulation of pilot experience and the gradual maturity of landing, the 4 + 7 pilot will play a "Prairie fire effect", realizing price linkage, amplitude reduction linkage, ideological linkage and mode linkage For the double-edged sword of volume procurement, research institutions suggest that pharmaceutical enterprises take product reserve + R & D innovation as the main direction With the promotion of volume purchase, small pharmaceutical companies are expected to cut in quickly through short-term price reduction, especially those mainly based on generic drugs, facing the pressure of substantial price reduction However, due to the decline of drug space and the shortening of life cycle, it is the key development direction for pharmaceutical companies to focus on product reserves to improve their hematopoiesis capacity and strengthen innovation, research and development to enhance product competitiveness.