The seventh batch of 87 nationally sourced varieties meet the conditions (list attached)

The 7th batch of centralized procurement is imminent, and 6 companies have passed the evaluation of 10 drugs

01

87 large varieties meet the conditions

Since the review and approval of the "National Organization of Drug Centralized Procurement Pilot Program" in November 2018, the national centralized drug procurement has been carried out for 3 years.

Mass purchases select varieties with large clinical usage and sufficient market competition, and sufficient market competition actually refers to three companies that have been evaluated for consistency

According to statistics from Huazhao Medical Network, in terms of product names, there are currently about 585 drugs that have been evaluated for consistency, of which about 63.

Among the names of these varieties not included in the national mining, 52% were passed by exclusive enterprises, 24% were passed by 2 enterprises, and the remaining 24% were passed by 3 or more enterprises

Source: Huazhao.

It can be seen that according to the number of over-rated companies from high to low, there are 4 injections among the top 10 varieties, and 2 of them have over 10 companies with over-rated injections

Both of these two products are common clinical varieties.

According to data from Meinenet.

The global scale of clindamycin phosphate injection in 2020 is 163 million U.

02

The influence gradually expands

From an overall point of view, the proportion of injections in 87 products that have been reviewed and approved by three companies is not small, which is inseparable from the rapid advancement of the consistency evaluation of injection varieties in recent years

According to statistics from Jiangsu Huazhao.

However, considering that China has carried out the evaluation of oral solid preparations since 2016, it was not until 2019 that it began to announce the injection reference preparations.

The data shows that the proportion of applications for consistency evaluation of injections has increased year by year, while the number of oral regular-release dosage forms accepted has been declining year by year.

According to data from Huazhao.

According to the "Blue Book on the Progress and Effects of China's Medical Insurance Drug Administration Reform" issued by the Chinese Pharmaceutical Association and the China Medical Insurance Research Association, the first five batches of national bulk purchases covered 218 drugs, with an average price reduction of 54%

Data show that in the three years since the implementation of centralized procurement, the accumulated cost savings as of September 2021 is about 250 billion yuan.

Volume purchases have had a greater impact on the pharmaceutical market, and the cost savings are behind the pressure on corporate revenue
.

Hengrui Pharmaceuticals bluntly stated in this year's semi-annual report that the sales of Hengrui's traditional generic drugs have declined due to the impact of national and local purchases
.
The semi-annual report shows that Hengrui's third batch of centralized procurement began in November 2020, and the sales revenue of the six drugs involved in the reporting period fell 57% month-on-month
.

Considering that in the 5th round of centralized procurement, Hengrui Pharmaceuticals also had many products shortlisted, but the final performance was not satisfactory-two blockbuster products lost their bids, and the price drop of 6 winning bidders was also much higher than that of competitors.
It is foreseeable Hengrui will also face greater pressure on its future performance
.

In this regard, according to internal research data of Hengrui Pharmaceuticals, Zhang Lianshan, Senior Deputy General Manager and Global R&D President of Hengrui Pharmaceuticals, pointed out that what Hengrui Pharmaceuticals needs to do is to move the target forward, and at the same time adapt the drugs that are already on the market or are about to be launched.
Symptoms have been developed to reduce the impact of generic drugs on centralized procurement
.

With the normalization of volume purchases, the categories involved are expanding, first from oral preparations to injections, and now to insulin.
It is expected that in the near future, it will include Chinese patent medicines and even Chinese medicine formula granules, and it is really necessary to collect all of them.
Pick
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