The third batch of collection and reverse forced pharmaceutical companies to accelerate the transformation of product structure, the future will be developed in two directions

"Pharmaceutical Network Market Analysis" August 20, the third batch of national drug centralized procurement in Shanghai officially opened the bid, attracted the attention of the industry.
the number of varieties collected this time is 56, the result is 55 varieties of successful procurement, the number of drug varieties close to the first two batches of the total, the market size of more than 50 billion yuan.
the proposed selection of products to a high drop of 95%.
industry believes that the third batch of collection will force pharmaceutical companies to accelerate the transformation and upgrading of their own product structure, the future of enterprises will be in two directions.
The third batch of collection to force the transformation of pharmaceutical companies, the future will be developed in two directions (photo source: pharmaceutical network) "price reduction" is still the third batch of the key words to select products to a high drop of 95% "price reduction" is still the third batch of key words.
A total of 189 enterprises participated in this collection, resulting in 125 enterprises to be selected, the 191 products to be selected by the average price reduction of 53%, to a high decline of 95%, of which, metformin, non-anaesthamide prices fell by more than 90%, Moxisar star prices fell by more than 80%.
In addition, from the rules of this collection, the overall use of the second batch of collection rules, only on the rules to make further optimization and adjustment, at most, the number of selected enterprises from the original 6 to 8.
, the industry generally believes that this also shows that the collection will gradually become normal, the future concentration of the generic drug industry will continue to improve.
even more surprising is that Mercer East, Roche, AstraZeneta, Lilly, Novarma, GSK, Pfizer and other foreign-funded pharmaceutical companies because the price of varieties above the limit, have been out.
drug collection has become a battleground for leading pharmaceutical companies in China, winning pharmaceutical companies including "barefoot" enterprises are expected to further stabilize market share or "bend oversized" through collection.
Pharmaceutical companies to accelerate product structure transformation in the future will be in two directions to develop the industry believes that the third batch of collection will force pharmaceutical companies to accelerate the transformation and upgrading of their own product structure, the future pharmaceutical enterprises will be developed in two directions: first, research and development-oriented enterprises;
companies in both directions can also integrate and develop.
in terms of the direction of scale production, although the winning pharmaceutical companies can further stabilize market share through collection, so as to become bigger and stronger enterprises, but is facing the trend of product price reduction.
background, increasing cost control has become the key to the survival of pharmaceutical companies.
the industry generally believes that only the pharmaceutical companies that hold the API in their own hands can bring down costs, achieve large-scale production, and stand out from the crowd.
refore, the realization of the integration of the pharmaceutical industry chain will become the direction of enterprise transformation and upgrading, with rich generic pharmaceutical echelons, large-scale production capacity, API integration of leading enterprises will be optimistic.
the direction of research and development orientation, under the background of the normalization of volume procurement, the pharmaceutical pattern has changed and innovation has become the main theme of industrial development.
pharmaceutical companies favored by the market in the future, not only need to have the strength of large-scale production of generic drugs, but also need to have the ability of new drug research and development.
Industry estimates that in the next three years, the goal of the national collection is to hospital procurement amount from high to low arrangement of the first 160 varieties as the focus, but not involved in the varieties may be included in the provincial, municipal and other local collection, covering the category will continue to expand, extended to biological agents, Chinese medicine and other fields.
the medium to long term, with a rich product line, and research and development strength of innovative pharmaceutical companies will be more competitive.
, in recent years, a series of domestic policy measures have been introduced to encourage drug innovation and research and development.
such as the pilot system of listed licensees, generic drug consistency evaluation, drug association review and approval system, in the context of innovative strategy, new drug research and development shows vitality, attracting more enterprise layout.
Because China's pharmaceutical enterprises are mainly small and medium-sized, with the time cost, capital cost and risk of new drug research and development rising, in recent years, pharmaceutical companies and the pharmaceutical industry "water seller" - CRO cooperation is increasing, to further improve the quality and efficiency of research and development projects, reduce research and development costs and risks.