The seventh batch of national sources, 87 large 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

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.
Except for the sixth batch of special insulin procurement, the first five batches have focused on chemical drugs, and The industry generally believes that the next step in volume procurement will still focus on chemical drugs
.

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
.

Therefore, products that have been evaluated by three companies and have not been included in the national sourcing are considered to be the focus of the next batch of national sourcing

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.
76% of them are not included in national procurement
.

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
.

There are 87 varieties of "number of over-rated companies ≥ 3" and "2 over-rated + 1 original research company".

Source: Huazhao.
com

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
.

First, omeprazole injection ranked first in the list with 19 over-rated companies, with the most intense competition; followed by clindamycin phosphate injection, with 13 over-rated companies

Both of these two products are common clinical varieties.
Omeprazole injection is the first in sales among similar peptic ulcer injection products.
Clindamycin phosphate injection is also widely used
.

According to data from Meinnet.
com, the domestic medical market sales of omeprazole sodium injection in 2020 will be 5.
210 billion yuan, of which AstraZeneca has the highest market share, reaching 41.
55%; the original research drug company AstraZeneca ranked second with 14.
31 %
.

The global scale of clindamycin phosphate injection in 2020 is 163 million U.
S.
dollars (calculated at the ex-factory price); the domestic market size in 2020 is 697 million yuan (calculated at the bidding price)
.

It is reported that Clindamycin Phosphate Injection was originally developed by Pharmacia Prudence, and the original product is not currently on the domestic market

02.
The influence gradually expands

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.
com, among the 3508 applications for consistency evaluation of generic drugs currently accepted, oral regular-release dosage forms and injections account for 47.
12% and 46.
27% respectively
.

Although the number of declarations is relatively close, 62.

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 official document for the consistency evaluation of injections was finally published in the following year.
So far, the consistency evaluation of injections has been done.
It is advancing rapidly
.

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.
Therefore, considering that if injections continue to exert force in the later stage, it is very likely to catch up with the number of oral regular-release dosage forms
.

According to data from Huazhao.
com, there are currently 87 varieties with three consistent evaluations, and with the further advancement of the consistency evaluation, this data will continue to grow
.

Among the varieties that passed the consistency evaluation but were not included in the national procurement, 24% of the varieties have been evaluated for the consistency of 2, or they will become the next batch of reserve forces that meet the conditions for entering the centralized procurement

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.
With the implementation of the fifth batch of national procurement and the advancement of the sixth batch of national procurement, this figure will continue to expand
.

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.

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.

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
.