With the further expansion of centralized mining, the pharmaceutical industry will present three major development trends

[market analysis of pharmaceutical network] the author has learned that the current purchase of the third wheel belt will be held within 2 months, with 35 varieties, including drugs for hypertension and diabetes On the basis of the first two rounds of practice, some rules will be adjusted in this round of belt quantity purchase scheme For example, the number of successful manufacturers can reach six, which is conducive to easing the competition situation of pharmaceutical enterprises According to people familiar with the matter, 35 varieties are expected to be included in the third round of national procurement, with 3 or more manufacturers passing the consistency evaluation This also means that the price reduction of these 35 varieties will not be less than 50% Under the influence of volume purchasing, the pharmaceutical industry is facing a reshuffle Many insiders believe that with the further expansion of centralized mining, the pharmaceutical industry will have the following development trend Trend 1: market concentration has increased, and the top three enterprises that have passed the evaluation first have more opportunities According to the regulations, "there are more than three enterprises that have passed the consistency evaluation for the same kind of drugs, and no more varieties that have failed the consistency evaluation will be selected for centralized purchase." This also means that with the further expansion of centralized mining and the continuous improvement of industry concentration, the first three enterprises that pass the re evaluation are expected to win more market opportunities It is reported that the varieties purchased in the third round may include abitron, adefovir dipivoxil, acarbose, metformin, metronidazole, clindamycin, moxifloxacin, etc The author found that there are many big varieties in these varieties, and the intensity of competition can be seen Taking acarbose, an oral diabetes drug, as an example, according to the clinical consistency evaluation data up to December 2019, it can be seen that at present, Ouyi, qianjinxiangjiang and Haizheng have been evaluated The industry expects that the competition enterprises of acarbose for the first time will be competed by six enterprises, including Huadong pharmaceutical, Bayer, LVYE pharmaceutical, Ouyi, qianjinxiangjiang and Haizheng, Zhejiang Among them, the market share of East China medicine is 30%, and the sales of the product reached 2.535 billion yuan in 2018 It has been estimated in the industry that if the price reduction rate of centralized mining is 65%, the domestic market scale of acarbose of East China medicine after centralized mining is estimated to be 2.958 billion Trend 2: domestic generic drugs will gradually replace the original research drugs, which is expected to break the original research monopoly With the expansion of centralized mining, the quality of domestic generic drugs will continue to improve On the basis of its quality and efficacy equivalent to the original research drugs, medical insurance and bidding policies are also encouraging the use of generic drugs through consistency evaluation, both of which can promote the improvement of penetration and concentration of domestic generic drugs This will also encourage more research and development of high-quality generic drugs The industry believes that in the future, domestic generic drugs will gradually replace the original research drugs, which is expected to break the monopoly of the original research Trend 3: more local enterprises will improve their international competitiveness and try to open up overseas markets Under the promotion of a series of policies such as "supporting Chinese domestic enterprises to produce drugs approved for listing in the European Union, the United States or Japan to be listed in China", enterprises with R & D strength or with the help of the policy spring breeze first obtain certification approval documents overseas, and then apply for consistency evaluation to the State Food and drug administration, so as to speed up the approval process At the same time, after passing the consistency evaluation, domestic generic drugs are expected to gradually replace the original research drugs and enhance the international competitiveness In this context, or more local enterprises will try to explore the overseas market In general, with the promotion of consistency evaluation and collection expansion, the competition pattern of the pharmaceutical industry is expected to be further optimized, and the growth path of domestic generic drugs has not been completed.