The seventh batch of national procurement applications involving 200+ enterprises has been launched!

By Linan

The seventh batch of national procurement applications has been launched, involving a total of 208 medicines including afatinib oral regular-release dosage form and oseltamivir oral regular-release dosage form

On February 17, 2022, the Joint Procurement Office officially issued a notice on the reporting of drug information related to the seventh batch of state-organized centralized drug procurement.

This report involves a total of 208 medicines including afatinib oral regular-release dosage form, oseltamivir oral regular-release dosage form, iopamidol injection, and edaravone injection dosage form

As early as January 20, there was news in the industry that the seventh batch of national mining was about to start reporting

According to the previous progress of national mining, it is expected that the rules and documents of the seventh batch of national mining will be announced soon, which is not far from the on-site quotation

01

Involving 200+ companies

Qilu, Kelun and other "leaders" have passed the evaluation list

According to relevant statistics, this round of national procurement involves a total of 58 varieties and 208 specifications, and there are about 18 large varieties with a market size of more than 1 billion, including omeprazole injection, nifedipine sustained-release/controlled-release dosage form, cefix Oxime oral normal-release dosage form, cefmetazole injection, cefminox injection, bromhexine injection, oseltamivir oral normal-release dosage form, edaravone injection, methylprednisolone injection, tigecycline injection, iritinib Kang Injection, Flupentixol and Melitracen Oral Sustained-Release Formulation, Clindamycin Injection, Metoprolol Sustained-Release and Controlled-Release Formulation, Mycophenolate Mofetil Oral Normal-Release Formulation, Meropenem Injection, Octreotide Injection , Zoledronic acid injection

Among them, the sales of nifedipine sustained-release and controlled-release dosage form, meropenem injection and omeprazole injection all exceeded 5 billion yuan

The seventh batch of 208 product regulations of national procurement involves about 220 companies.

Specifically, as a leader in "consistency evaluation", Qilu Pharmaceutical has a total of 13 varieties included in the report

Kelun Pharmaceutical, a leading domestic injection company, also has 13 varieties shortlisted in this national harvest, mainly including afatinib maleate tablets, omeprazole sodium for injection, oseltamivir phosphate capsules, fumaric acid Tenofovir alafenamide tablets, iopamidol injection, erlotinib hydrochloride tablets, lenvatinib mesylate capsules, lidocaine hydrochloride injection, sunitinib malate capsules, tirofiban hydrochloride Sodium Chloride Injection, Ornidazole Tablets, Roxithromycin Tablets, Zoledronic Acid Injection

According to statistics from Sinolink Securities, the companies that included 5 or more types of collected reports also included Yangzijiang Pharmaceutical (10), Chia Tai Tianqing (10), CSPC (8), and Chengdu Beite (7).

Among multinational pharmaceutical companies, Pfizer leads with 5 varieties, followed by Roche and Novartis with 4 categories

02

A variety of star items are listed

Injections account for nearly half

From the perspective of therapeutic areas, among the seventh batch of national harvests, anti-tumor and antibacterial drugs are the highlight

In addition, there are some big items in this round of national procurement, such as edaravone, oseltamivir,

Edaravone is one of the first batch of national key monitoring rational drug catalogues, and its national sales in 2019 are expected to be about 3 billion yuan

Oseltamivir, with sales of 6 billion in 2019, is currently the best-selling anti-influenza drug in China

It is worth noting that there are as many as 27 kinds of injections in the seventh batch of Guocai, accounting for 46.
5%, accounting for almost half of the country
.
Starting from the fourth batch of national mining, injections were included, and the proportion of injections in the fifth batch of national mining continued to increase, accounting for 48%
.
With the development of the consistency evaluation of injections, it is expected that more and more injections will be collected
.

Omeprazole injection is the product with the most over-evaluation companies.
A total of 24 generic drugs have passed the consistency evaluation, and the competition is fierce
.

Guorong Securities pointed out that from the perspective of the variety orientation of recent centralized procurement, the proportion of injections has been increasing.
Injections are the dosage form with the largest sales of pharmaceutical drugs in hospitals in China, with a market capacity of more than 500 billion yuan.
For pharmaceutical companies, the competitive landscape Still to be stabilized
.

In addition, the varieties with more than 10 over-rated companies include tenofovir alafenamide oral normal-release dosage form, clindamycin phosphate injection, cefixime oral normal-release dosage form, nifedipine sustained-release/controlled-release dosage form release form
.

03

not at a low price

Centralized procurement rules are becoming more and more mature

On February 11, 2022, the State Council Information Office held a regular briefing on State Council policies on deepening the reform of centralized procurement of drugs and high-value medical consumables
.
When answering a reporter's question, Chen Jinfu, deputy director of the National Medical Insurance Administration, said, "The rules of purchasing with quantity serve the system, requiring a link between quantity and price, ensuring quality, promoting innovation, stabilizing supply, and ensuring clinical use
.
At present, the country has formed around these aspects.
A series of institutional supporting policies have been formulated
.
Purchasing with quantity does not pursue the lowest price, and also firmly opposes running bidding.
The design of the rules is to achieve reasonable price adjustment and fair competition among enterprises.
.
.
"

Since the initial 4+7 pilot, the number of companies selected for centralized procurement has been gradually relaxed from one to several, and the relevant rules have been gradually improved and enriched
.
Special breeds also have specific regulatory requirements
.
In response to the phenomenon of supply interruption and insufficient supply of enterprises after the election, centralized procurement has further expanded the accessibility after the election to ensure supply.
At present, the rules are gradually being clarified
.
Regarding the upcoming seventh batch of national procurement rules, there is also news in the industry that there may be new changes, we will wait and see
.

In addition, on January 10, 2022, Premier Li Keqiang presided over an executive meeting of the State Council.
The meeting pointed out that it was decided to normalize and institutionalize the centralized procurement of drugs and high-value medical consumables.
Before the end of this year, the national and provincial centralized procurement of drugs will be Each province has a total of more than 350
.

At present, the national centralized procurement has involved 234 varieties, and the first six batches of centralized procurement of drugs have dropped by an average of 53%, and the amount involved accounts for 30% of the total annual drug procurement of public medical institutions
.
In addition to the 58 varieties reported in the seventh batch, the national centralized procurement involves a total of 292 varieties
.
According to the requirement of two batches a year and the supplement of provincial centralized procurement, the expansion of centralized drug procurement by the end of this year can basically meet expectations
.

Attachment: Scope of reporting for the seventh batch of domestically sourced drugs