Three-wheeled band volume procurement catalog as soon as July, basic use of the two-wheel rule

It has been 5 days since the National Health Insurance Administration held a meeting on May 15 th in Shanghai pharmaceutical centralized bidding and procurement management to discuss the work related to national collectionThe heat of the three rounds of national gatherings continued to heat up, and more key information about the meeting emergedit is understood that the State Joint Office on May 15 in Shanghai Pharmaceutical Institute held a national band procurement meeting, participants including the leadership of the National Health Insurance Administration and some provincial and municipal recruitment office leadership, the content of the meeting mainly related to the second batch of national volume procurement landing and the third batch of band procurement startand online messages show that the third batch of collection drug catalog statistics as of the end of June 2020, the progress of the july to start the collection, but still face variablesAt the May 15 meeting, officials said that because the second batch of national collection of some drugs is difficult to supply, coupled with the impact of the epidemic led to the domestic economic situation is grim, the impact of drug price reduction will be relatively large, so the third batch of collection time needs to be delayed later to be determinedAnd in the third batch of national collection before landing, may have to do three kinds of high-value supplies of national collection, a few days ago the National Health Insurance Bureau has sent statistical forms to all areasin fact, the second-round strap purchase variety in this year's landing process has encountered supply challengesOn April 10, 2020, Shanghai Sunshine Pharmaceutical Procurement Network released the "Shanghai on the implementation of the second batch of national organizations of centralized procurement of drugs in the results of the work tips" mentioned that, affected by the outbreak, the second batch of national organizations of drugs centralized procurement of 32 varieties, Ometan ester tablets, anlitan tablets, polyeethylene glycol in June can gradually restore production capacity, normal supplyAnd the second batch of national collection landing progress, may directly affect the speed of the start of the three rounds of collectionbut in any case, the third batch of national collections is sure to land another one in 2020Which varieties may end up in the three national collections? Is it more challenging or more opportunities for enterprises and varieties involved to enter the national collection catalogue? Will the rules of the game for three rounds of national collection change? As with the final landing time, it is important for pharmaceutical companies that can be involved to sort out these issues"I can confirm that the third batch of national collection will follow the second batch of the good content of the program, the selection of product range for fully competitive varieties, that is, the original research drug and over-consistency evaluation of the variety at least '1 plus 2' pattern"Related pharmaceutical companies in an interview with E drug managers, saidand the information circulated online on the 15 May meeting also mentioned that the rules of the third batch of national collections would not change much from the second batch, and that individual details would be fine-tuned, but the details had not yet been finalizedthe previous analysis of China-Thai Securities also believes that, according to the 4-7 pilot, 4-7 expansion, the second batch of national collection of the situation, the varieties included in the collection is basically a generic drug evaluation enterprises more varieties, the third batch of band procurement may continue to follow the three and above competitive model, that is, 2 and above the original research, the number of over-rated entrepreneurs in 2 and above (excluding the original research) varieties are included in the next batch of national collectionspecifically, in the second round of band procurement, allowing more than 4 winning bids to share 80% of the committed market volume, and introduced a quote over the minimum price of about 1.8 times trigger the elimination mechanism automatic ally out mechanismIn fact, the price of the second round of band purchases is very intense the entire second round of national collection of 33 varieties, the final bargaining success of 32 varieties, sodium bicarbonate flow standard The price reduction of the whole second round reached 53%, the highest decline reached 93%, the average decline of foreign-funded original drugs by 82%, and the average decline of 51% of generic drugs if the three-round national collection continues the two-round national collection of bidding ideas and rules of the game, I believe that the relevant varieties involved will also usher in a fierce price killing Based on the consistent evaluation of more than two, Sino-Thai Securities Research selected 54 oral preparations and 4 injections that may be included in the three rounds of collection This includes a larger sales amount, more evaluation enterprises, more intense competition varieties Omeprazole intestinal capsules for consistency evaluation has been 3 varieties, over-rated enterprises including Luoxin Pharmaceuticals, Yangzijiang Pharmaceuticals, Changjiang Health According to the statistics of Ricenet, the overall market size of omeprazole intestinal capsules in 2018 is about 2.2 billion yuan finasteride is also a consistent evaluation of the enterprise super 3 varieties, over-evaluation enterprises include Cornbey, China Resources Seiko Pharmaceuticals, Chinese medicine and so on Minet terminal data show that the corresponding retail and medical terminal market in 2018 sales of finaemine about 1.8 billion yuan is worth noting that the list also includes the second round of containing the second round of shipment of the purchase of metformin hydrochloric acid / capsule symphobe tablets and metformin hydrochloride slow release tablets due to impurity problems On May 8, 2020, CDE finally published on its official website a pilot version of the guidelines for the study of nitrosamines in Central Asia, and the monitoring of nitrosamines impurities has been put on the agenda If the problem continues to have an impact, there may be not only metformin hydrochloride tablets/capsules and metformin hydrochloride reprievetablets, such as cesatan capsules may also be out of the third round of national harvesting And from the point of view of enterprises involved, Hengrui Pharmaceuticals, Fosun Pharma, Stone Pharmaceutical Group and China Biopharmaceuticals may be involved in the third round of the country's more variety listed enterprises Sino-Thai Securities Research and Development Analysis shows that Hengrui Pharmaceuticals may involve three rounds of national collection of varieties, of which The total market size of The Carpenter, non-bustamtablets, and Toqubin tablets exceeds 1.2 billion yuan, 700 million yuan and 500 million yuan, respectively, but Hengrui Pharmaceuticals in the market share is not more than half, the original research drug or hold a considerable market share, with volume procurement may be able to provide opportunities for these varieties to turn over and the table above shows that China Biopharmaceuticals and Stone Pharmaceuticals Group, involving three rounds of national collection of varieties may be the most, respectively, 8 and 7 , Stone Pharmaceutical Group and China Biopharma have completed a consistency evaluation of the big varieties of the Forgreo tablets of more than 500 million yuan, but the original pharmaceutical company AstraZeneca occupies an absolute market share, the original research sales reached 495 million yuan If the forgreatee film included in the three rounds of national collection, may reverse the pattern of the original research monopoly market, but AstraZeneca in the previous rounds of belt procurement actively involved, may also reduce the amount of warranty to maintain their own leadership position is particularly noteworthy, whether it is China Biopharmaceutical's Linadoamine capsules, metformin hydrochloride slow release tablets, ceresib capsules, amino glucose tablets, or stone pharmaceutical group's Mengrush sodium chewing tablets, cephalosporine capsules, in the original market of more than 100 million in a small proportion of sales, the original research drug still holds a considerable market share Once included in the three rounds of national collection, although the price of related varieties of challenges, but can help local pharmaceutical enterprises to impact the market monopoly position of pharmaceutical enterprises, to achieve domestic drug generation in addition, Fosun Pharma also has four varieties that may be involved It is worth noting that these four varieties are sold for more than 100 million varieties, especially non-bustas tablets and pivastatin calcium tablets, sales of more than 500 million yuan and 400 million yuan, respectively, and Fosun Pharma in these four varieties of sales market share is not large, the original drug still occupies a considerable market share, if the relevant varieties into the band procurement, may make the market pattern flip (original title: Heavy: Three-wheeled strap-volume procurement catalog as soon as July!) 2.2 billion omeprazole and other large varieties of large probability of being selected)