Zhejiang Jizhi is clear: no growth hormone, Fosun and Takeda heavy items are facing bargaining

On the evening of September 16, the Zhejiang Pharmaceutical Procurement Center released the "Third Batch of Pharmaceutical Purchase Procurement Documents in Zhejiang Public Medical Institutions". This document has attracted much attention from the market because of the need to collect growth hormones.

But in the final release of the files, it is clear that it does not contain growth hormones.

In the solicitation notice issued on August 17, Zhejiang did not announce the specific procurement directory, but at the time, a "collection of varieties" appeared on the Internet. It is listed. The network directory caused a strong response the next day, and Changchun High -tech stock price fell sharply.

Although Zhejiang did not gather growth hormones in the end, there are still many highlights that the third batch of collecting lists disclosed this time.

Jacking does not affect growth hormone

Why can the collection of growth hormone attract strong attention every time?

Growing hormones, blood products and Chinese medicines are difficult to evaluate consistency. In the case of simply comparing the retail price, the difficulty of collecting collection has been relatively large. Therefore, when the Guangdong Alliance announced that the growth of growth hormones was included in the collection, the news quickly attracted attention.

Initially, the company was relatively optimistic about Ji Cai.

The Guangdong Ji Cai finally set a short -acting powder needle product. The average price reduction of the selected/alternative varieties was 19%, and the highest price was 52%. However, the core product of Changchun High -tech is a long -term water needle. After the price of powder is reduced, it may have a certain impact on the high -priced water needle market. Changchun High -tech choices will increase the promotion. In the first half of 2022, the company's sales cost reached 1.763 billion yuan, an increase of nearly 30%year -on -year, driving the company's performance slightly more than the same period last year.

The effectiveness of Guangdong Liancai is very small. The most popular water needles that everyone wants to cut prices have not dropped.

In fact, in the previous misunderstanding of the Internet Zhejiang collection list, a pink needle with 4IU and 10IU is also targeted at. Even if the collection is carried out, it will not have a great impact on the market pattern of Changchun High -tech and Ako Bio.

The Jianzhi Bureau had learned from the enterprise that according to one treatment cycle in half a year, the cost of using water needles was about 40,000 to 60,000 yuan, and the annual treatment cost of long -term water needles exceeded 150,000 yuan. The price of powder needles is the lowest, and it has been abandoned by the manufacturer. Changchun High -tech has been deploying the price of long -term water needles this year to cope with the pink needle collection. At present, the market results are still active.

The price of heavy single products is reduced by more than 90%

In addition to growing hormones, the 22 varieties of Zhejiang collection are basically "frequent visits" in other provinces.

Zhejiang's collection of injections this time is mainly with 16 types, such as Liang Bingrein, Bei Stein, and restored glutathione, all of which are large varieties.

Liang Bingrein has previously appeared in the collection of many provinces such as Jiangsu, Fujian, and is a gonad hormone drug. According to Mine.com data, in 2019, Liang Liang Bingrein's national sales were more than 2.7 billion yuan, and sales in Fujian Liangbelin in Fujian exceeded 120 million yuan in 2021, an increase of 17%year -on -year. 50%.

Restore glutathione is also a large single product that sells more than 2 billion yuan an annual sales. A Tuo Moran, produced by Chongqing Pharmaceutical Friends, a subsidiary of Fosun Pharmaceutical, is the largest domestic sales of glutathione.

In the semi -annual report of Fosun Pharmaceutical at the end of August, the operating income of the core products of metabolism and digestive systems decreased by 2.54%year -on -year, mainly because the number of sales and unit prices after the implementation of the collection of epitmurlan and the unit price decreased.

In addition, the nicotinamide injections, pyracan injection, and heyone cocoa injector in Zhejiang Ji Cai are all competitive varieties. Among the "Eight Provincial and Two Districts" inter -provincial alliance collection, the largest decline is pyracatin injection, nicotinamide injection, and heyone cocoa alkali injection. Among them, Piracatin's injection decreased the highest, reaching 98.02%. The decline of nicotinamide and hexone cocoa is also more than 80%.

It can be seen that although it does not integrate the lively hormones of the outside world, the core varieties of some enterprises will suffer severe pressure on bargaining in Zhejiang.

Writing ｜ Yang Xixia

Edit ｜ Jiang Yun Jia Ting

Operation | Twenty -thirty

Illustration ｜ Visual China

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