[Reprinted] Inner volume market, Ji Cai will always be cruel

[Reprinted] Inner volume market, Ji Cai will always be cruel

Source: Archimedes Biotech/Archimede

Seven batches and eight rounds have been carried out so far. The average decrease in the selected drugs was 48%, while the average seven -wheeled decrease of the first six batches was 53%.

The average decline seems to be peaceful, but the large variety of cliff -like declines, the cruelty is still, and it will always be cruel. Earlier, the market has been looking forward to collecting marginal easing, squeezing the water of the sales link, and taking into account the reasonable profit of the enterprise.

It's time to give up fantasy.

Because the collection of generic drugs is essentially the game of the stock market, the pattern of excessive homogeneous competition will never change.

After several repairs of the collection of collecting and mining rules, it has become complicated and obscure. Although the minimum medium price does not directly correspond to the maximum market share, those with low prices can choose to supply developed areas priority, which is still low -cost orientation. Considering that the innovation margin cost of generic drugs is zero, the Medical Insurance Bureau will never show mercy.

In an internal roll market, when the predicament of the prisoner, the original price system naturally failed.

From then on, imitation drugs have no comfort zone. Is the choice of pharmaceutical companies staying in Shura field or going to innovative drugs?

Because the epidemic was postponed for half a year, the seventh batch of collection was unprecedentedly crowded, and 29 products were approved between June 20th and July 7th. The number of competition companies in 14 varieties is ≥10, accounting for nearly 1/4 of all varieties. According to the rules of collection, ≥13 companies participating in the quotation, up to 10 shortlisted, involved 7 varieties: omeprazole injections, clinithromycin phosphate injections, Osdowe Weigtido often release dosage forms, cephalosporin 肟 肟 肟 肟 肟Oral interpretation type, propenol, oral interpretation of Norofovir, cephalosporin injection, and Idala's injection. 11-12 companies involved in the quotation, up to 9 shortlisted, involved 4 varieties: Lidakin injection, nonopenphenylplastic release agent, nitobacon injection, ceflyhin injection.

There is no winner in the collection, analyzing the results of a certain pharmaceutical company in the competitive pattern and market share. It is meaningless. It is just a 50 -step laughed and 100 steps for each other.

There are more than 10 large varieties with a sales scale of over 1 billion yuan. Today we watched the end of the two major divine medicines.

The king of rolls is Omeprazole injection, with a total of 28 companies competing. According to Mine.com data, the domestic medical market sales scale of Omeprazole sodium injection in 2020 is 5.210 billion yuan, and the sales volume of similar treatment of digestive ulcer injection products is the highest in the market. The original pharmaceutical company Aisley Kang ranked second to 14.31%. Today, Cyrone Pharmaceutical was selected for Omelzole (40mg), and the offer was 1.16 yuan/branch, a decrease of 91.7%.

Another volume king is the influenza God Medicine Osdowe capsule, with a total of 16 companies competing. In 2019, in the domestic public medical institutions and urban physical pharmacies, Oshweweed total sales of 6.5 billion yuan. East Sunshine Medicine once occupied nearly 90 % of the market in Olympic Osdowei in China. In 2019, it was the highest time of light, with sales revenue of 5.939 billion yuan. The prevention and control of the new crown epidemic has also been curbed to the influenza virus. In 2020, Kewei's sales revenue was 2.072 billion yuan, and the sales revenue in 2021 was 560 million yuan.

Today, the minimum quotation of Oascwell is 0.99 yuan/piece, and the winning company is East Sunshine. The 30mg specification limit of this variety is 6.45 yuan/piece, and the 75mg specification limit is 13.01 yuan/piece. The selection announcement issued by Colom Pharmaceuticals showed that its 75mg specifications of 10 capsules/box Olyva Wei, the proposed price was 14.96 yuan, a decrease of 88.5%.

Overlore's ups and downs of Ozhe Wei's life, reaching the end of the life cycle, can be described as a panting. In the case of 70 or 80 % of the market size, the market share has lost its value.

The old god's medicine has also means that the intergenerational change is ongoing.

Omeprazole is a proton pump inhibitor (PPI), which has many shortcomings. It has a short period of half -life and insufficient acid suppression. The new generation of acidic drugs P-CAB has made comprehensive progress. In April this year, Luo Xin Pharmaceutical's new type of new drugs was approved for listing for Gera-rang, becoming the first domestic P-CAB drug. The advantage of alternative.

Roche Anti -influenza New Medicine Macarhawe was approved for listing last year. It is the first and only single -dose oral drugs approved for the treatment of influenza in 20 years. It only needs to take the medicine for the whole process to significantly reduce virus detoxification in 24 hours And Osdowei usually needs 72 hours to play a role.

Instead of rolling in the imitation of old medicines, it is better to turn to innovative drugs with loose competition pattern.

6 companies have more than 10 varieties incorporated into this collection, including Qilu Pharmaceutical, Yangzi Jiang Pharmaceutical, Coron Pharmaceutical, Stone Pharmaceutical Group, China Biopharmaceutical, and Chengdu Bite. It is not a glorious thing, Qilu Pharmaceutical is known for its price butcher. However, some companies should also see that some companies are also working hard. Coren Pharmaceuticals has exerted ADC drugs and synthetic biology. The Stone Medicine Group fully embraces the frontier field. The dust can always have four or two pounds.

The national organization has saved more than 260 billion yuan. Where did the money saved?

The successful plot should be the innovative medicine. After all, the rise of domestic innovative drugs is the best way to meet the failure to meet clinical needs and improve drugs.However, in 2018, 2019, 2020, and 2021, the overall average decline in medical insurance negotiations was 56.7%, 60.7%, 53.8%, and 61.7%, respectively. The support for the growth of infant domestic innovation drugs for the payment environment needs to be strengthened.

Hope tomorrow will be better.

Disclaimer: This article is the content of Yaozhi.com, and the copyright of the pictures and text belongs to the original author. The purpose of reprinting is to pass more information, which does not represent the viewpoint of this platform.If the content, copyright and other issues are involved in the work, please leave a message on this platform, and we will delete it as soon as possible.

- END -