Under the normalization of centralized procurement, what changes have been made to the corporate strategy of "Fast Horses" in the consistency evaluation?

According to the China Pharmaceutical Industry Information Center CPM new drug research and development monitoring database, the medical network news on March 17 shows that after 2020 is approaching the end of the year, the speed of consistency evaluation has accelerated significantly.
In December 2020, the number of over-evaluation approvals exceeded 200 for the first time
.
After entering 2021, the review momentum has not diminished
.
Although there was a long Chinese New Year holiday in February, the number of monthly reviews has dropped, but the total number of approvals that passed the consistency evaluation in the first two months of 2021 has reached 336, which is basically the same as that of the end of 2020, and an increase of 60 year-on-year.
% (Figure 1)
.
Figure 1 Monthly trend of the number of over-reviewed approvals.
Data source: CPM database.
According to CPM database statistics, up to now, the number of over-reviewed generic drugs has reached 466 (in terms of generic name + dosage form), of which 46 were over-rated for the first time since 2021 , The trend and the increase in the number of over-comment approvals are basically synchronized
.
Among the 46 varieties reviewed for the first time this year, there are 2 large varieties that rank within the top 50 in terms of the amount of medication used by the sample hospitals , 4 rank within 50-100, and 6 rank within 100-500, accounting for a total of About 1/4 (Figure 2)
.
At the same time, many manufacturers (over 10) intense competition nearly a third species, most varieties of metronidazole injection approved production enterprises reached 207
.
According to relevant policies and regulations, for generic drugs including essential drugs approved for marketing before the implementation of the new registration classification of chemical drugs, there is a three-year period after the first review, and the company that cannot complete the consistency evaluation within the three-year period may be the drug The approval is not guaranteed
.
The countdown to the evaluation of other manufacturers of the above-mentioned varieties
.
Figure 2 The ranking of the amount of drugs used in the sample hospitals for the first review of this year.
Data source: CPM database Table 1 The first review of the variety in 2021 (the top 100 sales of sample hospitals in 2020).
Nowadays, the national centralized drug procurement work has entered normalization, according to the beginning of the year.
The "Opinions of the General Office of the State Council on Promoting the Normalized and Institutionalized Development of Centralized and Volume Procurement of Drugs" issued by the General Office of the State Council, regarding drugs that are included in the medical insurance catalogue, with large amounts, high purchase amounts, and reviewed generic drugs will be prioritized for purchase Range
.
Up to now, among the over-evaluated varieties of generic drugs, from the perspective of competition among over-evaluated companies, only one over-evaluated company has the most varieties, followed by two over-evaluated companies, but the number of over-evaluated companies is 3 and The proportion of more than 3 varieties has reached 36%
.

　　Figure 3 Data source: CPM database of over-rated products and over-rated companies.
From the perspective of past national drug collection bidding products , it is possible for over-rated companies to be included in the centralized procurement if they have 2 over-rated companies.
Combining the clinical consumption and purchase amount ranking of the varieties , Perhaps the next batch of national drug collection varieties will be among them
.

　　Table 2 Many companies have been evaluated and have not yet been included in the national collection of varieties (the sample hospital sales top 100 in 2020)