202 large varieties have met the conditions for national picking (list attached)

01 A large number of varieties have met the conditions for centralized procurement

Recently, Shanghai Sunshine Pharmaceutical Purchasing Network released the latest news that the results of the sixth batch of national procurement (insulin special) will be implemented at the end of May 2022

At present, 6 batches and 7 rounds of national procurement have been carried out.

According to industry sources, the seventh batch of national mining may start at the beginning of this year

The variety filter criteria are:

1.

2.

There are 103 varieties that have been reviewed by 3 companies, and 11 varieties that have been reviewed by 7 companies or more, namely omeprazole sodium for injection, clindamycin phosphate injection, and benzoate agar Liptin tablets, tenofovir fumarate alafenamide tablets, sitagliptin phosphate tablets, tofacitinib citrate tablets, moxifloxacin hydrochloride and sodium chloride injection, afatinib maleate tablets, Cefminox Sodium for Injection, Edaravone Injection, Cefixime Capsules

In the previous article (click to read ☞ just now! The sixth batch of national procurement, the execution time is determined), Cyborg has analyzed the most frequently reviewed omeprazole sodium and clindamycin phosphate injection for injection

Alogliptin Benzoate is one of the main drug varieties in the field of diabetes treatment that has been rated more than 10 times.

According to the International Diabetes Federation's (IDF) Diabetes Atlas report, 463 million adults (9.

In recent years, the scale of China's diabetes drug market has been increasing year by year

Another one with more than 10 reviews is tenofovir fumarate alafenamide tablets, which is a powerful drug for the treatment of chronic hepatitis B in adults and adolescents.

According to data from Minet.

Potential collection varieties (all lists are attached at the end of the article)

Image source: Southwest Securities

Data source: Yaozhi.

02 16 key large varieties

It is worth noting that, according to the analysis of Southwest Securities, there are a total of 12 large varieties of the above-mentioned Top 100 sales that meet the conditions for centralized procurement without centralized procurement

There are 16 key varieties that may be included in the centralized collection, namely meropenem for injection, piperacillin sodium and tazobactam sodium for injection, omeprazole sodium for injection, trastuzumab for injection, and tazobactam sodium for injection.

The sales scale of these key large varieties in 2020 will exceed several billion yuan.

Among these key large varieties, the number of injections accounts for the vast majority
.

According to data from Minet.
com, in the first half of 2021, 114 injection varieties (517 product specifications) passed or were deemed to have passed the consistency evaluation, of which more than 70% were approved for supplementary applications
.
In fact, since 2020, the over-evaluation of injections has begun to show a "blowout" trend.
From 2017 to 2020, a total of 78 types of injections (216 specifications) have been over-evaluated
.

With the advancement of the consistency evaluation of injections, it is foreseeable that injections will still become the main force in the future batches of centralized procurement
.

03 The challenge of medical representatives is not small

On October 15, 2021, the National Health and Medical Commission mentioned in the "Implementation Opinions of the State Council Leading Group on Deepening the Reform of the Medical and Health System on Deepening the Experience of Sanming City, Fujian Province and Deepening the Reform of the Medical and Health System" that the normalized and institutionalized development of state-organized drugs Consumables will be purchased in a centralized manner, and the scope of purchase will be gradually expanded, striving to purchase more than 300 generic names of drugs by the end of 2022
.
At the end of the "14th Five-Year Plan" period, the number of generic drug names for centralized procurement of drugs by national and provincial organizations in each province should exceed 500
.

From the "4+7" volume procurement to today's sixth batch of national procurement (special insulin), a total of 234 kinds of drugs are covered.
It can be seen that a large number of varieties will enter the national procurement this year
.
For medical representatives, the challenges are still not small
.

After the annual centralized procurement, pharmaceutical companies that win or lose the bid will basically adjust their own development strategies and teams in the face of declining sales and profits
.

Under the background that more varieties are included in the centralized procurement team, the sales teams of more and more pharmaceutical companies will also be adjusted.
At that time, medical representatives may face transfer or layoff
.

Judging from the announcement of the results of the fifth and sixth batch of centralized procurement in 2021, major pharmaceutical companies have indeed made corresponding adjustments to varying degrees
.
For example, Hengrui mentioned in the 2021 semi-annual report that "strengthening troops and streamlining administration" and so on
.

The "2022 Salary White Paper" released by the salary analysis platform Xinzhi believes that the reform of the pharmaceutical industry is increasingly focusing on quality, efficiency and innovation, and biotechnology companies are the new trend of medical talents
.

With the continuous advancement of centralized procurement and the continuous improvement of various specifications in the pharmaceutical industry, medical representatives need to keep pace with the times and make changes
.

Attachment: Potential Collection Species

Image source: Southwest Securities

Data source: Yaozhi.
com, compiled by Southwest Securities