55 varieties "evaporate" 14 billion in half a year!

Recently, many provinces have launched the first and third batches of national procurement and renewal work, each with its own characteristics
.
Judging from the results of some of the selections, the third batch of centralized procurement continued to be stable and declining
.
According to data from Mi Nei.
com, in the first half of 2021, the sales scale of the 55 products of the third batch of centralized procurement in China's public medical institutions decreased by about 14 billion yuan compared with the same period last year, a decline of more than 50%
.
Sales of more than half of the varieties were "cut in half", and 6 rose against the trend (4 rose by more than 50%); the imitation substitution effect was significant, and the leading position of some original research products was replaced by domestic products.
The "barefoot varieties" have increased significantly
.
55 varieties "evaporated" 14 billion in half a year, and these 6 bucked the trend.
The third batch of centralized procurement was successfully opened in August 2020, and began to be implemented in November of the same year.
As of the first half of 2021, it has been implemented for more than half a year
.
Judging from the results of the implementation, the sales of most varieties have increased.
Some varieties have completed their annual purchases in just a few months, but the overall sales have been declining
.
According to data from Mi Nei.
com, the total sales of 55 varieties (in terms of generic drugs) in the first half of 2021 in China's urban public hospitals, county-level public hospitals, urban community centers, and township health centers (Chinese public medical institutions) exceeded 130 100 million yuan, a decrease of about 14 billion yuan over the same period last year, a decline of more than 50%
.
Terminal sales of the third batch of centralized procurement products in China's public medical institutions in 2021H1 Note: The procurement cycle with * is 1 year in principle; less than 100 million yuan/representative source: Mynet.
com China's public medical institutions terminal competition pattern sales of more than half of the varieties "Half-cut", these six contrarian rises.
Due to the sharp drop in the winning bid price, the sales of most varieties (especially mature varieties on the market) in China's public medical institutions have declined, and nearly half of the varieties have fallen by more than 50%.
Oral regular-release dosage forms of metazidine have the largest decline, exceeding 75%
.
Trimetazidine oral constant-release dosage form is a drug with a relatively high market maturity.
There are 4 companies that have won the bid for centralized procurement, namely Wuzhong Medicine Suzhou Pharmaceutical Factory, Ruiyang Pharmaceutical, Yuanda Pharmaceutical and Fuyuan Pharmaceutical
.
Before centralized procurement, these four companies all occupied a certain market share, and sales declined to varying degrees after centralized procurement reduced prices
.
However, from the perspective of the overall market, the market share of the original research manufacturers and the unselected companies has declined, and the market share of the selected companies has increased
.
The source of the market share changes of different types of manufacturers of trimetazidine oral regular-release dosage forms in China's public medical institutions.
Source: Meinenet.
com.
Chinese public medical institutions' terminal competition pattern.
The original large-scale varieties of the market have undergone centralized procurement and price reductions.
The absolute value of sales reduction is usually Relatively large, in the first half of 2020, the sales of valsartan oral regular-release dosage forms and moxifloxacin sodium chloride injections with sales of more than 2 billion yuan and 1.
8 billion yuan in the first half of 2020 have fallen by more than 1 billion yuan
.
The market share changes of different types of manufacturers of valsartan oral regular-release dosage forms in China's public medical institutions.
Source: Meinenet.
China's public medical institutions' terminal competition pattern.
Six varieties have risen against the trend, including olanzapine orally disintegrating tablets and dapoxetine hydrochloride.
The growth rate of tablets, tofacitinib oral constant-release dosage form, and levetiracetam injection concentrated solution exceeded 50%
.
Dapoxetine is the first male premature ejaculation treatment product in China, tofacitinib is a new generation product for the treatment of rheumatoid arthritis, levetiracetam injection concentrated solution is a new type of anti-epileptic drug, and three generic products have been obtained.
The approval time is relatively short, and the market has not yet fully opened up.
After the centralized procurement has won the bid, the volume of tofacitib will be increased rapidly.
The sales of levetiracetam for injection concentrated solutions have increased significantly; the bid price of vitamin B6 oral regular-release dosage forms is higher than the regular online price of some unreviewed products, so sales have risen instead of falling
.
The market share changes between the original manufacturers of tofacitib and the selected companies for the terminal tofacitib oral dosage form in Chinese public medical institutions.
Source: Mynet.
com.
The competitive landscape of the terminal of Chinese public medical institutions.
In general, after the implementation of the third batch of centralized procurement, most of the varieties are on sale The overall market share of the selected companies is rising; the domestic varieties with a short time to market (the immature varieties in the market) tend to increase in sales and sales after centralized procurement.

.
The imitation substitution effect is significant, and the leading positions of multiple original research products have been replaced.
Among the 55 varieties of the third batch of centralized procurement, the volume of the original research products is relatively large.
Before the centralized procurement, more than 50% of the varieties were dominated by the original research manufacturers
.
After the implementation of the centralized procurement, the market for most varieties is still dominated by the original research manufacturers, but the market share is declining.
The market share of Gliptin oral regular-release dosage form and Merck’s etoricoxib oral regular-release dosage form, etc.
, has dropped from 81.
85%, 90.
14%, 97.
17%, and 93.
51% in 2020 to 69.
42%, 60.
59%, and 93.
51% in the first half of 2021, respectively.
54.
99%, 51.
09% and so on
.
The leading position of many original research products has been replaced by domestic products, such as azacitidine injection, Xinji was replaced by Chia Tai Tianqing, another winning bid company Huiyu Pharmaceutical in the first half of 2021, the growth rate of more than 1000%; quetiapine oral normal release dosage forms, Hunan Dongting replaced by AstraZeneca Pharmaceuticals; montelukast granules, Merck was used instead of n Dafeng sea like
.
In general, the imitation of the original research is very obvious in the third batch of centralized procurement.
Even if the dominant position of the original research products not selected by the centralized procurement has not changed, their market share has gradually been eroded; the original market share has been relatively low.
After winning the bid, the enterprise can get a good volume
.
22 types of centralized procurement have expired, and the renewal model of each region has its own characteristics.
On November 4, the National Medical Insurance Bureau issued a notice that in principle, all national organizations should continue to carry out centralized procurement after the expiration of the centralized procurement agreement.
"One principle (not just bargaining, no quantity), three stables (stabilizing market expectations, stable price levels, and stable clinical use), one goal (leading the society to form long-term stable expectations), and two methods (provincial or inter-provincial The alliance is a unit, complying with laws and regulations, and steadily carrying out the continuation work), three methods (inquiry, bidding and comprehensive evaluation)"
.
According to the third batch of centralized procurement rules, the national bid-winning company is one or two varieties, and the procurement cycle is in principle one year, including azacitidine injection, moxifloxacin sodium chloride injection, and levetiracetam injection In principle, the purchasing cycle of concentrated solution is 1 year
.
This means that the agreement period for 22 varieties in the third batch of centralized procurement has expired.
At present, Guangdong, Beijing, Hebei, Hubei, Shandong and other provinces and cities have started to renew their bids
.
Beijing’s renewal of bids can be summarized as "quantity inquiry, two-way selection, and price linkage", which requires re-collection by means of volume linkage and two-way selection, referring to the overall price level of the market, linking the country and each province (region, city) Select the price in volume purchase
.
The 13-provincial alliance led by Guangdong has collected 45 nationally-sourced varieties that have expired, of which 22 are the third batch of collectively-sourced varieties.
The feature is "divided into two groups according to whether they have been reviewed or not, and ABC is divided according to market structure.
Three purchase lists, one product and one price limit, tiered quotation P1P2, unit comparable price ≤0.
20 shortlisted
.
" Judging from the results of the selection announced on December 7th, compared with the price of the original selection of China National Mining Central Guangdong, most varieties have steadily declined, and some varieties have fallen by more than 50%.
For example, the original selection price of linezolid tablets is 31.
25 yuan/piece ( Pfizer), the lowest selected price for the renewal bid is 11.
46 yuan/piece (Chongqing Huabang), a decrease of about 63%; some varieties have not been reduced or increased in price, such as clozapine tablets, the original selected price was 0.
0158 yuan/piece (Enhua) , The highest selected price for the renewal bid is 0.
2 yuan/piece (Enhua), an increase of 11 times
.
Hebei renewal methods are divided into inquiry and bidding.
The procurement cycle of the products that produce the selected results by the inquiry method is 2 years, and the procurement cycle of the varieties that produce the selected results by the bidding method is 1 year
.
Judging from the results of the selection announced on December 23, compared with the price of the original selection of National Mining in Hebei, most varieties have steadily declined, and the prices of individual varieties have not been reduced or increased
.
Shandong has carried out centralized procurement of 47 nationally-sourced varieties that have expired in the agreement, 22 of which are the third batch of collectively-sourced varieties
.
Judging from the results of the selection announced on December 16, compared with the original selection price of National Mining Zhongshan Shandong, most varieties maintain the original selection price, some varieties have slightly reduced prices, and the prices of individual varieties have increased, such as clozapine tablets.
It is 0.
0158 yuan/piece (Enhua), and the price in the renewal bid is 0.
0395 yuan/piece (Changzhou Pharmaceutical Factory), an increase of 150%
.
In general, the third batch of nationally sourced varieties that are currently being carried out in various regions have their own characteristics, with prices rising and falling, but there are few cases of big rises or big drops, and basically remain stable on the basis of national sourcing
.
Source: Mi Neiwang database, provincial recruitment and procurement platforms, etc.
Note: Statistics are as of December 27.
If there are any omissions, please correct me!