With the volume of procurement national expansion, more market growth, less competition varieties appear!

On September 1, Shanghai Sunshine pharmaceutical purchase network posted the purchase documents, and the national expansion of 4 + 7 volume purchase was officially launched From the perspective of procurement area, the scope of this procurement is the joint procurement of 11 cities (4 + 7) and provinces other than Fujian and Hebei The bidding time is coming Bidding price is the key The determination of bidding price depends on the market capacity on the one hand and the number of competitors on the other Competitors only need to inspect the manufacturers whose varieties have passed the consistency evaluation, but different varieties have different diseases, so the market capacity is difficult to weigh objectively Therefore, the author compares the quantity of this purchase with the quantity of 4 + 7 volume purchase, looks at the growth rate under the same variety, and looks at the market capacity from the change of the objective growth rate, so as to provide the industry with reference to the drug sales volume There are two varieties with the largest market growth rate Yangzi River still needs to make a lot of profits After comparing the volume of this volume purchase with the volume of 4 + 7, the sorted table is as follows: after the volume purchase nationwide expansion, the market capacity expansion may not be as much as expected, and there are less than 4 + 7 volume purchase varieties, i.e fosingpri The largest market expansion is in the two varieties of gefitinib and enalapril The growth rate of gefitinib started with 734% (one won the bid), with a maximum growth rate of 1068% (three won the bid) In the 4 + 7 volume procurement, AstraZeneca's gefitinib 250mg * 10 pieces of products won the bid at the price of 547 yuan Currently, there are two large domestic enterprises, Qilu and Zhengda Tianqing, through the consistency evaluation Under the situation of surging volume, the market competition of gefitinib will be particularly fierce The growth rate of enalapril's two specifications is more than 700% (one won the bid), and the market is enlarged by more than 12 times (three won the bid) The winning manufacturer of enalapril 4 + 7 is Yangzi River, the winning specification is 10mg * 16 pieces, and the winning price is 8.93 yuan At present, in addition to the original research, only Yangzi River has passed the consistency evaluation If MSD still insists on not reducing the price, these new markets will be Yangzi River's Foreign investment benefits Generally speaking, the growth rate of large varieties is more cautious from the perspective of atorvastatin, rosuvastatin and amlodipine, with a maximum growth rate of 332% The more the volume increases, the smaller the market impact for foreign pharmaceutical companies or market leaders On the one hand, the market volume of these varieties is large, but as a hot variety in the market, there are many manufacturers who have passed the consistency evaluation, so the bid price of 4 + 7-belt procurement has been very low For example, the bid price of atorvastatin, rosuvastatin and amlodipine is within 1 yuan, especially the price of amlodipine is 15 yuan Even if foreign pharmaceutical companies are willing to reduce their prices, will they be willing to supply the market at such a low price after the volume purchase is promoted nationwide? On the other hand, the impact of foreign enterprise variety sales is obvious after purchasing with volume The foreign varieties purchased with volume have been ranked in the top 20 of Fujian sales list, but only implemented for one month, all of them were out of the top 20 In this case, the smaller the growth rate is, the smaller the capacity expansion of volume purchasing is, and the larger the remaining non volume market is The more number of enterprises passing the consistency evaluation, the more competitors, the more fierce the competition will be According to the data provided by the professional pharmaceutical industry consulting service provider aimeida database, among the 25 products purchased with volume, 3 or more products that have passed the consistency evaluation are: two products that have passed the consistency evaluation are: only one product that has passed the consistency evaluation is: these provinces have a large purchase volume According to the details published in this volume purchase, even if three pharmaceutical companies win the bid, they can choose the bid winning area according to the price If the price is the same, they will be ranked according to the order of priority The following is the ranking of province volume.