Is anti -cancer drugs than Zhong Xuegao?The original research was cheaper than the generic drug, and the seventh batch of national mining results were announced

Author:Kenji Bureau Time:2022.07.13

The seventh batch of nationwide collection, which was originally planned for two days, was completed in one day.

In the early morning of July 13, Shanghai Sunshine Procurement Network announced the results of the "National Pharmaceutical Pharmaceutical Procurement Proposal". The collection of 61 varieties was originally planned to be collected in this collection. Eventually, 60 drugs were purchased successfully, and compound sulfa metharomodolzolo orally was orally released.

Before the start of the collection of this round of collection, large and small analysis agencies believe that: Ji Cai has been normalized and will not affect the good expectations of the pharmaceutical industry. But reality is still facing. On the 12th, the A -share pharmaceutical sector plummeted; on the 13th, when the market was good, the pharmaceutical sector declined again.

The first -line targeting Yaolilunpinini capsule of liver cancer was repeatedly taken out for example to prove the miserable episode. The first six pharmaceutical companies of the first priority, Qilu, Tianqing, Jiangxi Shanxiang, Shi Yaou Yi, and Chengdu Beite won the bid. Each capsule dropped from an average of 108 yuan to an average of 18 yuan, which was significantly reduced by 97%compared with the previous collection. It's better than the price of an ordinary "ice cream assassin".

Some netizens have a joke: "Cangbatinib has no Qiao Lezu, Zhong Xuegao swept the target medicine."

The average price reduction of drugs is 48%. According to the agreed purchase volume, it is expected to save 18.5 billion yuan per year. It is estimated that the seven rounds of national collection currently launched have saved the cost of 300 billion yuan for the people. However, the medical burden of ordinary people has not been significantly reduced.

There are many rounds of "soul bargaining", and the collection makes pharmaceutical companies suffer. In the end, the "Statistics of the Development of China Health and Health in 2021" released on July 12 showed that last year, the average sanitary cash expenditure of each Chinese was 20954.8 yuan, and the number of 2020 was 19959.4 yuan.

Where did the 300 billion yuan medicine cost saved?

Foreign -funded variety participation less

The price reduction of 50%at every turn has allowed most foreign -funded drugs to pay attention to the national collection. Some people even think that Ji Cai will run away from the original research medicine, which is not the case.

According to the statistics of the Jianzhi Bureau, the seventh batch of nationwide collection has 4 original research drugs, with an average price reduction of 67%.

Ibastin's highest price is 2.93 yuan per piece. The original research Fang Spain Emmoro reported at a low price of 0.34 yuan per piece, not only a decrease of 88%, but even more imitations in Jiangsu Huan Huan and Hunan Jiuding. It is still low, it is rare.

Ibastin is a powerful, high selective, specific H1 receptor block, which is mainly used to treat allergic rhinitis. According to Mine.com data, Ibastine's sales of 2020 exceeded 500 million yuan, and the original research manufacturers accounted for 43.63%of the market share.

"The original research medicine choosing price reduction and collection is undoubtedly to keep the market share." Analysts told the Jianzhi Bureau that the main battlefield of anti -allergic medicine has gradually transferred from the hospital to the pharmacy. Essence

With the implementation of the "restriction order", the procurement of antibiotic products this year is 10%lower than ordinary varieties. Pfizer and Anstela also seized the changes in this policy, and used the market share to observe the hospital channels. However, the two collective customers did not bargain too hard.

Pfizer's Donalin and Mikafen of Asta Lala have won the bid, but compared to other domestic pharmaceutical companies, their original research medicines are not the lowest prices.

After all, foreign companies participated in the collection of collection. The original research varieties of Astraikon, Bayer, and Belief Schimi Bao did not win the bid, and they all chose the strategy of the outside hospital. Analysts pointed out that after the seventh batch of collection, the strategic deployment of multinational pharmaceutical companies will be adjusted again, and it will not rule out the changes in layoffs and optimization teams.

Domestic companies are still the winners. This time, Qilu Pharmaceuticals and Collenine Pharmaceuticals won more than 10 types. Domestic pharmaceutical companies have huge production capacity, and simply competition from price is more advantageous than foreign companies.

By the collection of shops, it has become a model

After the seventh batch of collecting bidding, a number of domestic pharmaceutical companies issued an announcement for the first time to release good news to the capital market.

Coron Pharmaceutical said that the company participated in the seventh batch of collection, and it was planned to win 11 varieties. If the company subsequently signed a purchase contract and implemented it, it will further expand the sales of related products, increase market share, and enhance the company's brand influence.

With the laptoprazolipidine, Rockel bromide injection, and phosphate ovawe capsules entering the seventh batch of selected selection lists, Huahai Pharmaceutical believes that this will help quickly open the domestic sales market, It has a positive impact on the company's future operations.

Many pharmaceutical listed companies such as Hanyu Pharmaceutical, Zhejiang Haizheng and Yinhong in Guangzhou have also announced that the core varieties of the company have entered the seventh batch of collecting lots.

"The scale of production of large pharmaceutical companies is an advantage that competitors cannot match." Analysts pointed out that in the context of the change of the pharmaceutical industry, we must first occupy market share and be conducive to undefeated to win in the market.

According to the statistics of the National Medical Insurance Bureau, a total of 488 products from 295 companies participated in the bidding. After fierce price competition, the 327 products of 217 companies were qualified for the selection, and the proportion of bidding was as high as 73%. Each variety has an average of 5.4 companies selected, which also guarantees that the varieties collection of varieties can be stable in the future.

According to AVIC Securities Research Reports, from the perspective of the recent implementation of the implementation of the country's collection and landing, the domestic varieties of market varieties that dominate the position have significantly accelerated, and domestic enterprises with continuous investment in R & D and transformation are expected to obtain long -term returns in the market.

The opportunity to collect the market for domestic pharmaceutical companies to occupy the hospital.Since the pilot 4+7 episodes launched in 2018, the national episodes have covered 294 medicines.Although the relevant varieties have been constantly replaced, there are many familiar old faces participating in the company. National collection is an important model for drug procurement of public hospitals. Coron and Qilu and other "collecting big households" have been paved in the country.business model.The National Medical Insurance Administration predicts that the seventh batch of varieties will be implemented by the seventh batch of virtues by November 2022 to ensure that patients across the country can use good medicines that are good and cheap.

The seventh batch of national drug centralized procurement is proposed in the selection results of the selection results

The public account of the Jianxian Bureau replied to the "seventh batch" to get:

National Pharmaceutical Concentrated Procurement Procurement results selection results table

Writing | Lei Gong

Edit | Jiang Yun Jia Ting

Operation | Valley

Illustration | Visual China

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