"4 + 7" excessive procurement polarization: product explosion to 300%!

"At present, for the problem of" 4 + 7 "overload, the information collected from the market shows a polarization trend First, like Beijing, we will continue to purchase and select enterprises Another kind is like Shanghai, especially in some secondary and tertiary hospitals, which are gradually loosening up Basically, after completing the national order and prescription quantity of the current month every month, it will be liberalized, and non selected enterprise varieties can be purchased " Guo Xinfeng, a partner of Nanjing Leyao Venture Capital Management Co., Ltd., said that the sales volume of a company's products in Beijing has exploded to 300%, and the company is still purchasing, without any order diversion With the steady promotion of national procurement with volume, some hospitals have completed the agreed procurement volume, and how to allocate the excess part has become the focus of enterprises The information that the follow-up procurement shows polarization and the outflow of all parties shows that the use of national centralized procurement exceeds the expectation Fujian Province, as the first pilot province in China to fully follow up the "4 + 7" drug centralized purchase, officially implemented on June 3 Fujian Fuding general hospital released the latest information Since the first "4 + 7" centralized drug purchase prescription was issued on June 3, as of June 25, 13413 "4 + 7" medium-sized drug prescriptions had been issued, and the drug cost was 459315.23 yuan "On the whole, the procurement and use of the selected varieties have been completed well, and they are basically over fulfilled," said the hospital director of the pilot area For the over quantity problem, the head of a Shanghai hospital pointed out that the "4 + 7" belt quantity purchase policy is different from the previous three batches of belt quantity purchase policies that Shanghai has implemented After the first three batches of Shanghai belt quantity purchase requirements have been completed, the hospital will open the original research drugs with high price to the patients on the basis of completing the belt quantity purchase, while the "4 + 7" belt quantity purchase related varieties have not adopted similar policies Compulsory completion measures However, the president of the hospital also said: "as the proportion of self-sufficiency of products that are higher than the price of selected drugs in the same generic name only increases by 10%, patients feel little difference, so we need to further increase the guidance of the use of selected drugs In the next step, we should continue to play the role of medical insurance payment, and properly open the gap in the proportion of payment " In fact, under the influence of "4 + 7", the price and market position of relevant drugs have become increasingly clear With the active participation of non pilot areas, the impact is expanding It is understood that after Hebei Province issued the notice on requesting to confirm the online price of the selected drugs and generic drugs with the national centralized procurement, on June 30, Hebei Province issued the notice on announcing the online maximum price of the selected generic drugs in the national centralized procurement (hereinafter referred to as the notice) By 17:00 on June 28, some manufacturers had confirmed the price Recognize According to the notice, 114 drug prices confirmed by 67 drug manufacturers are in line with the regulations of Hebei Province, and they are listed as the highest price limit of the drug in Hebei Province According to the requirements, Hebei compared the prices of the same generic drugs in Hebei Province with the lowest prices in Beijing, Tianjin and Shanghai, and required the relevant drug manufacturers to confirm If the enterprise does not confirm the price, it will be disqualified It is found by comparison that, because of the gradient price reduction, and the allowable price is higher than that of the selected drugs, the prices of the original drugs and the varieties through the consistency evaluation are basically confirmed For the 225 drugs with unconfirmed price, most of them are not evaluated According to the price confirmation information provided by Hebei Province, most of the prices of these non evaluated varieties are equal or lower than those of the selected varieties Perhaps because of the low price, these enterprises can not confirm the price, and these drugs will also be disqualified from the network in Hebei The challenge of non evaluated enterprises is increasing In the view of the industry, this result also reflects the current trend of drug purchase market, that is, even if the price has declined, the original research and evaluated varieties are actively competing for the market, and the varieties that have not been evaluated and have the opportunity to pass the consistency evaluation also keep the market first by lowering the price However, the living space of the hospital market within the scope of "4 + 7" procurement, which has not been evaluated, is rapidly shrinking Because there is no guarantee of quantity, it is difficult for enterprises to reduce prices to obtain the market, so they can only choose to give up As a matter of fact, the attitude of all regions to the varieties that pass the consistency evaluation and have not been evaluated is basically the same As Guizhou made it clear in the notice of 2019 on the procurement of generic drugs through quality and efficacy consistency evaluation that all medical institutions should include the drugs through quality and efficacy consistency evaluation into the directory of substitutable drugs with the original research drugs, and give priority to purchase and use; if the drugs fail to pass the consistency evaluation, the actual procurement shall be carried out The price shall not be higher than the variety passing the consistency evaluation At the same time of applying materials, the enterprise shall provide the lowest price and the highest price of drugs implemented in all provinces of the country after passing the consistency evaluation as a reference If there is no winning price in the country after passing the evaluation, the enterprise shall provide the lowest price and the highest price of the products implemented in all provinces of the country before passing the consistency evaluation If the price of "4 + 7" pilot area is voluntarily applied for by the enterprise, it will be directly incorporated into the trading system of provincial medicine centralized purchase platform for the purchase of provincial medical institutions, without any price negotiation Liu Baohua, deputy general manager of Luoxin Pharmaceutical Group Co., Ltd., thinks that "4 + 7" has a great impact on the enterprises, and now the survival of some small enterprises is also facing challenges Especially in terms of consistency evaluation, if the state further promotes the centralized mining, although enterprises are encouraged to make consistency evaluation, small enterprises may not be able to afford it After the product passes the consistency evaluation, it is also faced with substantial price reduction, and the cost may not be recovered " "Enterprises can only exist through consistency evaluation Enterprises that first passed the consistency evaluation can also get some opportunities in the market But in a period of time, as more and more enterprises pass the consistency evaluation, there will be no advantage to pass the consistency evaluation, but they are not eliminated, and everyone starts to compete in the same track " Liu added To this end, Guo Xinfeng thought: "enterprises can only seize the market by their own sales ability Like the original research drug, because the price reduction is not much, for the market loss, it will definitely win the high-end users and other market segments Because most of the market is reserved for the selected varieties, the market opportunities for the unselected varieties are relatively limited, and the market opportunities for the unselected varieties will be smaller, so these enterprises will actively expand the non-public hospital market "