The third batch of nationally selected drugs began to hang up the net

On September 9th, the Shanghai Pharmaceutical Central Tendering and Purchasing Service Management Institute issued the Notice on the Implementation of the Third Batch of National Drug Centralized Procurement of Selected Drugs in Shanghai (hereinafter referred to as the Notice).
"Notice" said that in order to implement the third batch of national organizations centralized procurement and use of drugs requirements, is now opened a national drug centralized procurement of selected drugs in Shanghai area of the network channel.
From September 10, that is, from tomorrow, the third batch of Chinese drug companies in Shanghai can log on to the "Shanghai Pharmaceutical Procurement Services and Regulatory Information System" (website:) into the "Drug Declaration" sub-column, in the "National Drug Centralized Procurement selected varieties" module reported to the Shanghai region in the selection of drug-related information, the filing deadline is September 20.
That is to say, the third batch of selected enterprises in The Shanghai area has 10 days to report the relevant information about the selected drugs, pending the completion of all the Chinese drug companies to declare the completion of the network work, the results of the third batch of national selection will be landed in Shanghai.
the third batch is expected to take place around October, according to information previously obtained by Cypress Blue.
, Shanghai is the second city to announce that the third batch of selected drugs will be put online.
five days ago, on September 4th, Beijing had issued a notice on the third batch of state-to-state drug collection in Beijing, and Beijing had given a centralized declaration period of September 4th to September 11th.
It is worth noting that Beijing in the notice, in addition to the third batch of national collection of selected varieties in The Beijing area and the selected enterprises to be sold in Beijing with the generic name of the same drug other specifications of packaging products can be hung on the net, the third batch of national collection of other regions of the selected varieties can also be listed in Beijing, for medical institutions to buy their own.
The above information seems to reveal that in the third batch of state-picked originally designated for each chinese drug-picking enterprises in the provincial market, the third batch of state-picked enterprises may also be expected in their own selected provinces outside the public hospital reporting market for another round of competition.
After the results of the third batch of national mining landed, the market differentiation began according to the previous rounds of national organization of drug centralized procurement experience, the state-selected pharmaceutical enterprises have basically achieved the relevant varieties of price-for-volume, sales rose sharply, some of the procurement of nationally selected varieties even reached several times the original procurement volume.
with the third batch of state-organized drug centralized procurement results into the landing stage, in the public hospital drug market, the third batch of national varieties of market share will also officially begin to shuffle.
July 31st, the Shanghai Pharmaceutical Centralized Tendering and Procurement Service Management Institute issued the "National Drug Centralized Procurement Shanghai Regional Supplemental Document", which provides for the payment of purchase prices and the use of selected drugs.
the requirements of the supplementary documents, all medical insurance designated medical institutions in Shanghai give priority to the procurement and use of national drug centralized procurement of selected drugs, the use of in principle and the previous year's level.
, the use of selected drugs by medical institutions is considered to meet the requirements of "one product, two regulations" in accordance with the provisions of the relevant departments in Shanghai.
as for non-selected drugs, medical institutions may continue to purchase and use unseeded drugs under the premise of ensuring the amount of drugs selected, but the quantity shall not exceed the selected drugs after proportional conversion.
In addition, unelested drugs want to retain the qualification of the network must also further reduce the price - "in line with the requirements of this centralized procurement declaration of the same varieties of the highest price of drugs not selected, according to the spread to achieve a gradient of price reduction (to the bottom of the selection price) can continue to purchase and use, the price difference is greater than the need to further increase the price reduction range."
" In addition, when the third batch of centralized procurement and declaration requirements of the same varieties of imitation pharmaceutical production enterprises more than (including) 3, no longer purchase other drugs do not meet the requirements of this centralized procurement declaration of other production enterprises of the same varieties.
In addition to the above-mentioned provisions, on the use of selected drugs, in late June, the relevant departments involved in the national collection of selected varieties of the use of guidance flowed out, requiring strengthening the medical institutions to use the selected varieties of assessment, and comprehensively strengthen the use of selected products.
Overall, around the national organization of drug centralized belt procurement, selected enterprises and non-selected enterprises, over-consistent evaluation enterprises and non-consistent evaluation enterprises, the original research and pharmaceutical enterprises and over-consistent evaluation enterprises, in policy treatment, product prices, market share, follow-up strategy and development will be significantly differentiated.
for example, in the third batch of state-organized drug centralized belt procurement, the original research drug companies have begun to show a certain tendency to withdraw, generic drugs in the price reduction at the same time, the effect of replacing the original research is obvious.
Due to the strong price pressure of domestic generic drugs, many pharmaceutical companies, taking into account its global drug price maintenance, patient brand loyalty and other factors, began to choose to switch to out-of-hospital sales.
analysis points out that the realization of a number of varieties of winning bids Qilu, Yangzijiang, China Biopharmaceuticals, Shi Pharmaceuticals, Hengrui, Howson, Colum and other leading domestic pharmaceutical companies are expected to benefit.
First of all, from the capital market reaction, due to the price decline of the national organization of drug collection has been expected, the stock price impact is slight;
As for the normalization of drug collection organized by the state, Henyep Securities in a research report analysis pointed out that - in the future, the selection of generic drug varieties, after a significant price reduction in exchange for volume, into low gross margin varieties to contribute a small amount of profits to enterprises will gradually become the norm.
a few higher barriers, better competitive pattern of varieties, most generic drugs may go through this process, China's generic drug market and overseas convergence.
, injections, biosics and other fields will gradually follow the volume of procurement in the future.
long term, the trend of industrial upgrading remains unchanged, and innovative drugs are the core path of the future development of China's pharmaceutical market.
Tianfeng Securities in a research report further said that in the future in the context of volume procurement as the new normal, not only requires enterprises to have a better price strategy, the competitive landscape of products will also become an important bargaining power, in the long run need to pay attention to the core competitiveness of enterprises' products.