The tender opens tomorrow! The third batch of national mining these pharmaceutical enterprises enter: stone medicine, Qilu, Yangzijiang...

It is understood that August 20, 2020 (Thursday) 7:30 a.m. began to receive the declaration materials, 10 a.m. declaration information disclosure, 2 p.m. supply area identified.
In means that the day after the day after, the results of the third batch of national collection will be announced, its quotation and decline will directly stir up the 54 billion yuan market involved - the third batch of collection of a total of 56 varieties, according to the data of the in-network, these 56 varieties in 2019 in China's public medical institutions terminal total 54 billion yuan.
Dongguan Securities estimates that according to the first year of the agreed purchase volume and the highest effective declaration price involved in the first year of the variety, the highest agreed amount involved in the third batch of collection and mining is 22.64 billion yuan.
the third batch of 56 varieties are to meet the competitive conditions of 3 and above: of which 18 varieties of over-rated enterprises reached two, and the original research manufacturers have been approved for import.
There are 38 varieties of over-evaluated enterprises in the number of 3 and above, of which Catopri oral regular release dosage form, metformin slow release control release type and metformin oral regular release type over-evaluation enterprise number of 10 and above.
number of enterprises with oral regular release dosage form of metformin, reaching 27, and the competition is extremely fierce.
The third batch of national collection, there are 6 varieties of the highest procurement amount of more than 1 billion yuan, respectively, Moxisa sodium chloride injection, Tegrello oral normal release agent type, metformin oral normal release agent type, non-nachonamide oral normal release agent type, methococolamide oral normal Release dosage form, amino glucose oral recurring agent, etc., the maximum agreed purchase amount is 1.76 billion yuan, 1.35 billion yuan, 1.31 billion yuan, 1.23 billion yuan, 1.19 billion yuan and 1.18 billion yuan, respectively.
1, variety competition pattern In the collection of the highest amount of several large varieties, because the number of over-evaluated enterprises is small, thus directly affecting the final enterprise quotation and competitive pattern.
Taking the first batch of national expansion of volume procurement as an example, the competition for more than 3 varieties of "inner volume" serious, and the pre-harvest market expectations, the decline mainly comes from more than 3 varieties;
For the annual national collection, if more enterprises meet the bidding criteria, its variety will still be the hardest hit by the price, and with more and more players on the field, the intelligence analysis work behind the offer will be more onerous than before.
Moxisa sodium chloride injection The highest procurement scale of this variety is 1,759 million yuan, the first of 56 varieties, but because there are only two domestic evaluation enterprises, respectively, Tianjin Red Day Pharmaceuticals and Hunan Aike Pharmaceuticals, so there is a better competitive pattern.
According to wind medicine library data, in 2019, the domestic sample hospital sales of moxisa sodium chloride injections were 913 million yuan, Bayer sales accounted for about 96.08 percent, Tianjin Red Day Pharmaceuticals and Hunan Aike Pharmaceuticals were not sold.
according to the maximum number of finalists rules, if all three companies declare, will be shortlisted for a maximum of 2.
If the two over-evaluated pharmaceutical companies to a lower decline to obtain the third batch of collection, will directly achieve "bend over-car", to achieve rapid growth in sales, after all, the national collection is a domestic generic drugs instead of the original research drug a great strategic opportunity, once successful, the future will form a good patient purchase viscosity, and then can radiate the rest of the market, especially the out-of-hospital market.
the two over-rated companies can achieve expected sales without having to pay the cost of sales and form a sales team.
The maximum procurement scale of the oral normal release dosage form for Greelo was 1,346 million yuan, ranking second among 56 varieties, based on the agreed purchase volume and the highest effective declared price for the first year.
The original research manufacturers of this variety for AstraZene, a total of 6 domestic enterprises have a consistent evaluation, respectively, Xinlitai, Zhengda Tianqing, Shi Pharmaceutical Group, Shanghai Huilun Jiangsu Pharmaceuticals, Yangzijiang Pharmaceuticals and Nanjing Yuke Pharmaceuticals.
This variety is also the original research manufacturers occupy the vast majority of the market share, in 2019 Forguero tablet domestic sample hospital sales of 507 million yuan, AstraZenezen sales revenue accounted for about 97.69 percent, Xinlitai, Zhengda Tianqing and Stone Pharmaceutical Group sales revenue accounted for 2.24 percent, 0.04 percent and 0.02 percent, respectively.
if all seven companies are declared, they will be shortlisted for up to five.
the third batch of the most competitive second metformin collection varieties, metformin oral normal release agent type procurement scale ranked third, up to 1.305 billion yuan.
The original research manufacturers for Shi Guibao, the domestic evaluation of 27 enterprises, including Shi Pharmaceutical Group, Shenzhen Zhonglian Pharmaceuticals, Beijing Four Rings Pharmaceuticals, Jiangsu Su Chinese Medicine, if these 28 enterprises are declared, will be a maximum of 8 finalists.
Non-nachomin oral normal release agent type The highest procurement scale of this variety is 1.268 billion yuan, ranking fourth among 56 varieties, its original research manufacturer is Mercerdong, over-rated enterprises for 7, including Tianfang Pharmaceuticals, China Resources Seko Pharmaceuticals, Chengdu Peter Pharmaceuticals, Yangzijiang Pharmaceuticals, Kangnbei, Hubei Shubang Pharmaceuticals, Nanjing Saints and Pharmaceuticals.
According to wind medicine library data, in 2019 the domestic sample hospital sales of non-naxiongamine oral normal release dosage form were 278 million yuan, Mersadong sales revenue accounted for about 96.62 percent, Tianfang Pharmaceuticals, China Resources Saike Pharmaceuticals and Chengdu Peter Pharmaceuticals sales revenue accounted for 1.18 percent of the total.
if these eight companies declare, they will be shortlisted for up to six.
Competition and slow methyl cobaltamine oral regular release agent type The highest procurement scale of this variety reached 1,192 million yuan, in the domestic sample sales of 434 million yuan, its original research manufacturers for Weicai, revenue ratio of 91.43 percent, Yangzijiang Pharmaceuticals, Qingfeng Pharmaceuticals for over-rated pharmaceutical companies, sales accounted for 2.8% and 0.06%, respectively.
if these three companies report, the maximum number of finalists two.
2, these enterprises, is expected to reverse the wind according to Dongguan Securities combing, the third batch involved in the original drug companies more.
the third batch of varieties, a number of original pharmaceutical companies involved in a number of varieties, Pfizer, Mercerton, Novarhua, AstraZenein, Lilly, Youssebi have more than 3 varieties into the collection.
the original pharmaceutical enterprises involved in the varieties in the domestic market mostly dominate, the market share is higher, after the implementation of collection, the market share of the original pharmaceutical enterprises will be successfully shortlisted generic pharmaceutical enterprises split.
corresponding to the domestic pharmaceutical enterprises, involving more varieties of enterprises for Zheng Datianqing, Yangzijiang, Stone Pharmaceutical Group and so on.
In the third batch of collected varieties, domestic pharmaceutical companies are involved in 9 over-rated varieties, Stone Pharmaceutical Group involves 8 varieties, Qilu Pharmaceuticals involves 7 varieties, Shanghai Medicine, Hengrui Pharmaceuticals, Jiangsu Haussen are involved in 6 varieties, Colleen Pharmaceuticals involves 5 varieties, Fosun Pharma involves 4 varieties, Baiyunshan, Ealing Pharmaceuticals, Luoxin Pharmaceuticals, People's Fu Pharmaceuticals, Huahai Pharmaceuticals, Xinlitai, Haizheng Pharmaceuticals and Connbe involve 3 varieties.
and this "barefoot" enterprises more, the vast majority of varieties of domestic over-rated enterprise sales accounted for relatively low.
the third batch of 56 varieties involved in the sale of 37 varieties of raw drug enterprises accounted for more than 50%, the proportion of domestic over-evaluation enterprises sales is still low.
it is understood that part of the evaluation of enterprises involved in the sale of varieties in the sample hospital proportion of zero, is a "barefoot" varieties.
4 of the 9 varieties covered by The Sun, 4 "barefoot" varieties, and 2 varieties accounted for less than 0.1% of sales.
"barefoot" varieties of the nine varieties involved in Yangzijiang, and 1 variety accounted for less than 1% of sales.
Stone Pharmaceutical Group has 5 "barefoot" varieties, Qilu Pharmaceuticals has 5 "barefoot" varieties, Hengrui Pharmaceuticals has 1 "barefoot" varieties, 1 variety sales accounted for only about 1%;
Dongguan Securities believes that the third batch of collection on the domestic evaluation of the negative impact of enterprises is small, and "barefoot varieties" can obtain price exchange volume, in the market has a place in the opportunity.
But there are also views in the industry that the understanding of "barefoot is not afraid to wear shoes" is biased, the future competition of generic drugs is not a single variety of competition, a single variety even in a round of volume procurement bid is not possible to obtain a long-term stable market;
, the future national collection and local collection background of the drug market pattern, will be reshuffled.
(Picture Source: Dongguan Securities Research Institute) This article is collated from Dongguan Securities", "The tender is about to open this month, focusing on the reconstruction of the competitive landscape of large varieties - the third batch of collection and mining special report", Wei Hongmei.
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