The third batch of national collection quotations ended: the original study tightened the price imitation price reduction kill.

And this morning's quotation link is still "stimulus", compared to the past, the original pharmaceutical companies in the price reduction is more cautious, in the face of tens of billions of market, according to the pre-release news, only Wei material, Pfizer and Yousse ratio of the three original research products to be selected, most of the original research products hit a high price or 10% symbolic price reduction, while generic pharmaceutical companies killed unprecedented, 90% of the decline in the scene, at least 14 varieties of varieties appeared.
01. Foreign investment: a large number of withdrawals in the third batch of national harvest, due to the number of varieties of record high, the original research and pharmaceutical enterprises involved in this time is not in the minority.
According to Dongguan Securities' previous statistics, Pfizer and Mercado involved 5 varieties, Novarma, AstraZenetel, Lilly and Yoshibi involved 3 varieties, Astellas and ShiGuibao involved 2 varieties.
the original pharmaceutical enterprises involved in varieties in the domestic market mostly dominate, the market share is higher, after the implementation of the collection, the market share of the original research pharmaceutical enterprises will be successfully shortlisted generic drug companies divided.
e.g. Viglitin and Tigrello still account for almost 100% of the country's public health facilities in 2019 (Novarlor and AstraZeneta), Mosesas sodium chloride injections, non-anaparticles, anatropines, methonone The proportion of original studies in the oral regular release dosage forms with Apixaban was also as high as 96 per cent (Bayer), 89 per cent (Mercado), 87 per cent (AstraZeneum), 86 per cent (Danish Lingbei) and 82 per cent (Squipp).
But in this collection, a large number of foreign products have taken high-priced, current price quotation measures, a small number of symbolic choice to reduce the price of about 10%, almost equivalent to giving up the collection market directly.
For example, Apixaban, which accounted for 82% of the original research, was selected by Zilu Pharmaceuticals, Haussen Pharmaceuticals, Zhengda Tianqing and other generic pharmaceutical companies, while Bayer-led Moxisha Star Sodium chloride injections were selected by Tianjin Red Day and Hainan Aicco, and Bayer was out.
examples of the high prices of pharmaceutical companies in the original research industry abound.
For example, the maximum effective declared price of the tablets is 9.5 yuan, the original study reported to 36.3 yuan; 7.67 yuan, the original research report 24.8 yuan; Ao nitrogen flat mouth collapse 5mg maximum effective declared price of 9.26 yuan, the original research price exceeded the limit price nearly doubled; the ground chlorine ray he set a 5mg limit price of 1.48 yuan, the original research reported twice the price.
, Bayer and Pfizer's performance descriptions of selected products for volume purchases attracted industry attention and reflection in their first half 2020 earnings reports.
Bayer in January this year in the second round of national centralized volume procurement, with 0.18 yuan per piece of a capable of ultra-low prices, directly out of the most competitive East China Medicine, but Bayer said in its semi-annual report, Bayer (common name Akapo sugar) global sales fell 73.8 percent, mainly due to the Chinese market to implement a volume purchase policy, The growth of Bay Tang's sales can not offset the sharp price reduction of drugs.
, however, Pfizer reported good news.
Pfizer reported revenue of $2,006 million in the first half of the year, with strong sales from Liputo and Live Hi driving second-quarter revenue up 17 percent from a year earlier.
the end of 2018, Lipto and Live Hi were out in the first 4-plus-seven belt purchase.
Pfizer also failed to bid for the 4-plus-seven expansion in September 2019.
but Pfizer's sales of both drugs have rebounded.
In fact, before, many of the original drug research enterprises in the national collection has been quoted high prices, automatically give up the collection market, and this time, many of the original drug research enterprises just continue the previous practice.
it is understood that the collection of only the ingredient methyl cobalt tablets, excellent than the left ethyl laxitan injection, Pfizer nymphamine tablets three original varieties of the winning bid, but compared with the previous round is still cold.
but for domestic pharmaceutical companies, the opposite is true.
. 02. Domestic capital: once again break through the price is also a volume of procurement, Chinese and foreign enterprises have come out of a completely different outcome.
whether or not they win, performance will be affected, but from the performance of each, if domestic pharmaceutical companies do not win, performance will be implicated or greater.
september last year and January this year, the expansion of the 4-7 and the second round of centralized procurement nationwide bid opening, Xinlitai, East China Pharmaceuticals, Beijing New Pharmaceuticals and so on have seen a sharp decline in the stock price.
addition, with the past few rounds of generic drug companies hit the floor price, the collection of many imitation species still appear "ultra-low price", a large number of hair varieties appear.
E.g. before the national market in billions of yuan of metformin, this time there are more than 20 enterprises bidding, a large number of enterprises are down more than 70%, the price will be pulled to only a few cents a piece, Chongqing Core Pharmaceuticals fell by 92%, the price of metformin (250mg) pulled down to 1 cent 5 pieces, the probability becomes the lowest price of the species.
merck and Shi Guibao in the regular release and slow release agent type are reported more than 1 yuan / piece price, while exceeding the effective declared price, no chance of collecting the market.
omeprazole, ibuprofen, dopamine, finasteride, megin, Monrust sodium, sodium bicarbonate, hydrochloric acid citricol, ethyl butanol, amoxicillin and other varieties have reported a price of about 1 hair, vitamin B6, katopri, chlorine and nitrogen equal varieties appear only a few cents of the price.
the limited price information circulating from the scene, the largest decline was in the stone drug European-Italian Megyn, a decline of 98.7% to 9.88 yuan a box (10mg x 60).
was declared on the market in China by Danish Lingbei Pharmaceuticals at the end of 2012, and the stone drug was approved in July 2020 as a barefoot variety.
a total of six companies offered prices, Lingbei and Yangzijiang prices fell less than 15%, while Baiyunshan, Hunan Dongting, Huachen Pharmaceuticals and Shiji Europe all fell by more than 90%, the price of a clear polarization.
Stone medicine this time is also playing a large number of ultra-low prices, in the Catopri tablets on the stone drug price reduction of 92%, Monrust sodium chewing tablets on the price reduction of 97%, Celexib, Tigrello, ibuprofen, metformin and other varieties, the price reduction range is also more than 80%, there is a big probability of winning.
in the previous collection, the same large number of use of sharp price reduction strategy Qilu in this collection again played a low-priced card.
a total of 8 varieties are eligible to declare this time, second only to Tianqing, Yangzijiang and Shi medicine.
From the current information, Qilu in apixaban tablets fell the most, reaching 96.6%, reported 0.977 yuan / piece, this variety of the domestic market has been approved 5 generic drugs, and as if through the consistent evaluation, in addition to Qilu for Zhengda Tianqing, Howson, Colum and Qingfeng medicine, the winning bid between 23-40 yuan / piece, the generic price is basically below 5 yuan.
In addition, Qilu cut its price by 95.1% on the O nitrogen flat, Monrust sodium chewing tablets by 96.1%, Tofatib by 97.6%, Vigritin by 89%, and Qilu by 92.7% on the West End, eliminating Pfizer and Baiyunshan by a significant price reduction.
has the potential to sweep the country again.
it is learned that this Qilu and Shi medicine each have 8 varieties to be selected, Yangzijiang and Howson followed closely behind, respectively, 7 and 5, Hengrui and Haizheng 4 respectively.
and had previously suffered from the loss of the letter Litai, Jingxin this time to regroup, intended to be selected.
Xinlitai in the ground chlorine he fixed a price reduction of 60.7%, to 0.58 yuan / piece of the winning bid, Puli Pharmaceuticals reported 0.472 yuan / piece also won the bid, while the original study of Merca East at a price far higher than the effective declared price was not selected.
Xinlitai on pivastatin price reduction of 92.9%, for Grelo price reduction of 84.9%, showing a higher price reduction and the will to vote, it is believed that Xinlitai three products all selected, Beijing New Pharmaceuticals two varieties also pressure line selection.
(final results still need to be officially announced.)
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