The second shot of the collection of consumables is about to fire! Will the average drop of these four types of products exceed 80%? How are the rules of one product one policy formulated? Before the market share was less than 30%, can domestic substitution be achieved smoothly?

The "Second Knife" of high-value medical consumables from China is being swiped towards orthopedic artificial joints

As the National Organization for High-Value Medical Consumables Joint Procurement Office issued the "National Organization for Centralized Procurement Documents for Artificial Joints (GH-HD2021-1)" (referred to as "Procurement Documents") on August 23, countries with high-value consumables for artificial joints The centralized procurement will officially kick off in Tianjin on September 14

Different from the centralized procurement of medicines, high-value medical consumables have more complex products, and there are greater differences between different consumables, which makes the national organization's high-value medical consumables procurement rules show the general characteristics of "one product, one policy"

How to design the artificial joint centralized procurement plan? What are the key points that enterprises need to pay special attention to? How to determine the bidding strategy? Previously, domestic products had a market share of less than 30%.

In order to better promote the centralized procurement of artificial joints, on August 26, the State Organization of the Joint Procurement Office of High-Value Medical Consumables conducted a training meeting for participating companies to interpret and answer questions on the procurement documents

01 One product, one policy, more gentle rules

Regardless of whether it is medicines or high-value consumables, although the significance of the national organization of centralized procurement is to effectively reduce product prices, "centralized procurement does not pursue low quotations without a bottom line.

Judging from the procurement documents, the artificial joint centralized procurement products are finalized as the primary replacement artificial total hip joint (hereinafter referred to as the hip joint) and the primary replacement artificial total knee joint (hereinafter referred to as the knee joint)

The procurement cycle for this time is 2 years, calculated from the actual implementation date of the results of the alliance in each region

According to the statistics of E-pharmaceutical managers, there are 49 companies participating in the centralized procurement of artificial joints (including hip and knee joints) with a total of more than 140 products.

Group A and Group B can be simply understood as a large group and a small group of product intentional purchases

From the point of view of the rules of the proposed selection, the first rule of the proposed selection is the core rule, and the second and third rules play more of a "resurrection role

The first rule of the proposed selection stipulates that in the same group (within the same bidding unit), the shortlisted companies are determined according to the order of the company's bid comparison price from low to high

"Entering the game, leaving the game" has long become a microcosm of centralized procurement.

It is true that obtaining the qualification for the proposed selection is only the "first step", and the final share of the intended purchase volume for the product depends on the order of the selection

02 After coronary stent, why is it an orthopedic joint?

In November last year, the national organization of centralized procurement of coronary stents produced the results of the selection.

The discussion about who will be the next high-value medical consumables to be acquired by the country has never stopped.

On the one hand, the market size of orthopedic implants is second only to vascular intervention, and is the second largest market for high-value medical consumables
.

According to the "Blue Book of China's Medical Devices 2020", the domestic orthopedic implant market reached 30.
4 billion yuan in 2019
.
If the field of orthopedics implantation is further subdivided, it can be divided into trauma type, spine type, joint type and others
.
In terms of market share, the market share of spine, trauma, and joints is basically the same
.

However, from the perspective of localization, due to the high technical content in the field of orthopedic joint implanted medical devices, the import substitution rate of joint products is the lowest.
Domestically produced products are less than 30%, only 27%, and most of the domestic market share is controlled by Johnson & Johnson, International brands such as Medtronic and Stryker are occupied
.
In 2019, the top seven domestic market share of orthopedic joints were Zimmer (15.
53%), Johnson & Johnson (13.
55%), Akcome Medical (9.
21%), Chunli Medical (8.
96%), and Link Orthopedics (6.
92%).
, Shi Lehui (5.
36%), Weigao Orthopedics (3.
53%)
.

With the advent of centralized procurement of artificial joints, whether domestic brands can expand their market share through centralized procurement and ultimately achieve domestic substitution has attracted attention
.

Another reason why orthopedic artificial joints became the second collection of high-value consumables products comes from the increasing aging of artificial joints in the future
.

In June of this year, a paper entitled "The Future of Joint Surgery" published in the Chinese Journal of Orthopaedics showed that the number of artificial hip and knee replacement operations in China in 2019 has exceeded 900,000 cases, an increase of nearly 20%.
The rapid increase year by year, this growth rate is mainly due to the continuous deepening of China's population aging
.

According to the seventh national census data, as of the end of 2020, there were 264 million people over 60 years old in China, accounting for 18.
7%, indicating that China is about to enter a moderately aging society.
Orthopedic medical equipment is an important need to ensure the health of the elderly population.
One
.
Data shows that most of the users of artificial total hips and knee joints are elderly patients over 60 years old.
With the acceleration of the aging process, the demand for orthopedic medical devices in the elderly population will increase year by year, and artificial joints will have more in the future.
Big potential market
.

Obviously, it is imperative to start the national collection of orthopedic artificial joints as soon as possible
.

03 The local area first, the country learns from it

After the centralized procurement of medicines has become normalized, the development of centralized procurement of high-value consumables at the national level has been the focus of market attention in recent years
.
With the gradual maturity of the centralized procurement system for high-value medical consumables in various pilot areas, the policy for centralized procurement of consumables has gradually become clear
.

In June of this year, eight ministries and commissions including the National Medical Insurance Administration issued the "Guiding Opinions on the Centralized Procurement and Use of High-Value Medical Consumables by National Organizations" (hereinafter referred to as the "Guiding Opinions").
Six aspects, including measures, put forward relevant opinions for the national organization of the centralized procurement and use of high-value medical consumables
.
Experts said that the issuance of this document indicates that volume procurement has become the mainstream recruitment model for medical consumables, and the volume procurement of high-value medical consumables has entered a new stage of comprehensive advancement
.

The "Guiding Opinions" clarified that the overall idea of ​​centralized procurement of high-value medical consumables is "national organization, alliance procurement, platform operation".
The state formulates basic policies and requirements, organizes various regions to form alliances, and uses public medical institutions as the main body of implementation.
Carry out the centralized procurement of high-value medical consumables organized by the state
.

In terms of procurement varieties, we will focus on some high-value medical consumables with large clinical usage, high procurement amount, mature clinical use, sufficient market competition, and high level of homogeneity into the procurement scope
.
For example, cardiovascular, orthopedics, ophthalmology and other fields have the characteristics of high procurement amount, mature clinical use, and sufficient market competition
.
They may be included in the procurement scope in the future .

In fact, many provinces in China have launched centralized procurement of orthopedic implant products, among which orthopedic joints have been piloted in Anhui, Jiangsu, Zhejiang, Fujian and other places
.

In 2019, Anhui and Jiangsu took the lead to start the centralized procurement of consumables
.
In 2019, the average drop of hip joints in Jiangsu Province was 47%, the average drop of initial replacement artificial knee joint collection was 67.
3%, and the largest drop was 81.
9%; in August 2020, in the orthopedics collection of Anhui Province, the average drop of 240 joint products was 81.
97.
%; In February of this year, Shandong Province announced the "Notice on Announcement of the Selection Results of Shandong Province's High-value Medical Consumables Concentrated Quantity Procurement in 2020", which showed that the initial artificial hip replacement in the 7-cities Alliance of Shandong Province decreased by 86.
26% on average.
.
.

Judging from the pilot situation in various places, the industry generally believes that the price reduction of products organized by the state for the centralized procurement of artificial joints may not be less than 80%
.

How much will the national procurement of orthopedic artificial joints ultimately achieve? We will wait and see who will win the battle between domestic and imported products
.