The second round of collection of price-cutting drugs is on the way, pharmaceutical machine leading enterprises are expected to get the opportunity

Pharmaceutical Network Market Analysis: On January 21, Shanghai Sunshine Pharmaceutical Purchasing Network announced the results of the second batch of centralized procurement of national medicinesIt is understood that the collection of 33 varieties of 32 successful procurement, a total of 100 varieties selected, involving 77 selected enterprisesThe Joint Procurement Office said that the next step will focus on the implementation of the winning results, to ensure that patients from April 2020 on the use of high-quality and affordable selected drugsIt can be said that another wave of price-cutting drugs are on the way
For the winning enterprise, through the price-for-volume, obtained the confirmation of the province's market share of 50%-70%, and because the average price reduction of the drug collection reached 53%, in order to maintain the original profit, the winning enterprise also need stake and efficiency
Data show that the second round of procurement volume base of 12.4 billion pieces (bags / branch), the agreed procurement volume of each variety is 50-80% of the procurement volume baseIt is expected that the second round of 33 varieties of drug procurement scale will be as high as 9 billion yuanAmong them, Acapo sugar, for the size of the purchase of more than 1 billion yuanThe purchase amount of the anti-sugar drug Akapo sugar amounted to 2,928 million yuan, while the purchase amount of the drug Tegio for the treatment of advanced stomach cancer was 1.045 billion yuan
These large-scale procurement of varieties of winning enterprises, in terms of capacity needs to have a good response capacity, and therefore by the industry's general concernIn the case of Acapo sugar, studies have shown that there are barriers to process and capacity of Acapo sugarCapacity barriers, Acapo sugar raw materials for fermentation production, it is understood that the current domestic raw materials batch number and production capacity of only Lizhu New Beijiang, East China Pharmaceuticals, Haizheng and Hebei Huarong Pharmaceuticals, which Lizhu New Beijiang mainsupply company preparations, has signed a multi-year agreement, East China Pharmaceuticals has a very large-scale domestic Po-Sugar raw material sinIn the second round of the competition, the original research manufacturers Bayer, Green leaf pharmaceutical and Beijing Fuyuan winning the bid, East China pharmaceutical bid news caused concern in the industry, more people said, in addition to the original research manufacturers, Acapo sugar generic sefrom stake enterprises can guarantee the supply is a major challenge
In addition to capacity barriers, production barriers are also a major factor affecting production capacity, because acabo sugar production barriers are relatively high, which also means that the general pharmaceutical companies in the short term to increase production capacity is difficult to achieve, even if successful bid, but production capacity may be difficult to release
It can be seen that the production capacity and supply capacity of the winning enterprises have been testedSome industry sources pointed out that in this context, equipment companies closely related to pharmaceutical production capacity are also facing greater opportunities and challenges
It is understood that the current environmental impact, many enterprises to resume work time extended, the production progress of the winning enterprises may be affected, in the market supply, capacity expansion and other aspects of the face of severe challenges, for pharmaceutical equipment automation, intelligent requirements will be higher, so with high-level conditions of equipment enterprises are expected to win the opportunity
There are also drug machine people believe that, in the long run, with the band procurement and other policies normal, for the pharmaceutical equipment industry's advantage leading enterprises are good
In fact, the author understands that in 2019 , the results of the "4 plus 7" expansion gradually landed in the process, some pharmaceutical equipment enterprises have tried to study or propose solutions to improve production capacity, reduce costs, to help the winning enterprises solve problems
For example, at the 58th Pharmaceutical Machine Stakes in 2019, equipment companies will bring a unique pharmaceutical "4 plus 7" centralized water supply solution for the production capacity needs of the winning companies under the band procurement Its site chief said the solution was designed to improve water quality, reduce production operating costs and enhance the competitiveness of pharmaceutical companies
There are also enterprises for the winning pharmaceutical enterprises in the face of the need for expanded production capacity, put forward an intelligent material turnover system program that can improve the efficiency of material transfer, without changing the key process parameters and equipment environment, to achieve the automation and unmanned material turnover, greatly improve production efficiency, while reducing the operating costs of pharmaceutical companies
Overall, with the second batch of band procurement varieties will soon benefit the national patients, as well as the normalization of the collection of drugs to become a trend, pharmaceutical equipment in the protection of drug production plays a key role, enterprises need to effectively deepen cooperation with pharmaceutical companies, maintain more in-depth exchanges, while strengthening research and development investment, to create more in line with the real needs of pharmaceutical companies new equipment, new technologies.