After the national harvest, the analysis of the changes in the market structure of diabetes drugs!

At the end of 2021, the special procurement of the sixth batch of national medicines for centralized procurement of insulin has attracted the attention of the industry
.
At present, the number of diabetic patients in China ranks first in the world, with a prevalence rate of 10.
9%
.
With the obvious trend of younger people with diabetes, the intensified aging of the population, and the gradual improvement of national health needs and affordability, the diabetes drug market is facing both opportunities and challenges
.
This article reviews the changes after the centralized procurement of 4 diabetes drugs, and predicts the market trend after the special centralized procurement of insulin
.
The 4 varieties are: acarbose and glimepiride collected in the second batch, metformin hydrochloride and vildagliptin collected in the third batch
.
In the second batch of acarbose centralized procurement, Bayer Pharma won the bid for acarbose tablets at 0.
181 yuan per tablet, a 92% drop from the average price of 2.
28 yuan in 2019
.
Sichuan Luye Pharma won the bid for acarbose capsules at 0.
32 yuan per capsule, a 76% drop from the average price of 1.
36 yuan in 2019
.
According to the PDB database data, the sales of acarbose in the sample hospitals in 2019 were 1.
317 billion yuan (the magnification of the digestive tract and metabolic drugs is 3.
13, and the amount of drugs purchased in public hospitals across the country is 13.
17×3.
13 about 4.
122 billion yuan).
Yuan, the same below)
.
The second batch of centralized procurement will be launched in April 2020
.
Judging from the sales data of sample hospitals, the sales volume of acarbose in 2020 decreased slightly compared with 2019, but the sales fell to 492 million yuan, a decrease of 62% compared with 2019
.
In the first three quarters of 2021, the sales volume of acarbose increased slightly compared with 2020, and was the same as that in 2019; while sales fell further, and the full year of 2021 is expected to be reduced to about 200 million yuan, which is down again compared to 2020.
60%
.
From the perspective of corporate sales, in 2019, Bayer Pharma and China East China accounted for the main share
.
In the first three quarters of 2021, Bayer Pharma, the winning bidder, still ranked first, accounting for 49% and 64% of sales and sales volume respectively; while the sales volume of the winning bidder, Sichuan Luye Pharma, far exceeded that of China, the United States, and East China, but the sales volume was slightly lower.
The main reason is that the price of acarbose of Sichuan Luye Pharma is only about half of that of Central America and East China
.
In the second batch of glimepiride centralized procurement, 5 companies won the bid for glimepiride tablets: Guizhou Shengjitang won the bid for 2mg with 0.
052 yuan/tablet, Guangzhou Hairui Pharmaceutical won the 2mg specification with 0.
077 yuan/tablet, Chongqing Conker won the bid for the 1mg specification at 0.
053 yuan/tablet, Shandong Xinhua won the 1mg specification with 0.
054 yuan/tablet, and Beijing Xinlu won the 1mg specification with 0.
055 yuan/tablet
.
Compared with the price in 2019, the price has dropped by more than 93%
.
According to the PDB database data, the sales of glimepiride in the sample hospitals in 2019 were 289 million yuan
.
The second batch of centralized procurement will be launched in April 2020
.
Judging from the sales data of sample hospitals, the sales volume of glimepiride in 2020 is basically the same as that in 2019
; In the first three quarters of 2021, the sales volume of glimepiride in the sample hospitals decreased slightly compared with 2020
; Judging from the company's sales, in 2019, Sanofi (Beijing)'s glimepiride dominated one of the sample hospitals, and CSPC Ouyi ranked second
.
In the first three quarters of 2021, the total sales volume of the five winning companies in the sample hospitals accounted for 91%, and the five companies ranked in the top five; Sanofi (Beijing) ranked sixth in terms of sales volume, but its price It is 3.
35 yuan/piece, far exceeding the winning bidder (less than 0.
1 yuan/piece).
Therefore, Sanofi (Beijing)'s glimepiride sales amount still ranks first among the sample hospitals, accounting for 76%
.
The sales volume of other manufacturers such as CSPC Ouyi and Jiangsu Wanbang is ignored.

.
In the third batch of metformin hydrochloride centralized procurement, eight companies including Chongqing Kerui, Beijing Jingfeng, Shanghai Xinyi Tianping, CSPC Ouyi, Penglai Nuokang, Shijiazhuang Yiling, Hebei Tiancheng and North China Pharmaceutical won the bid for metformin hydrochloride tablets.
Prices range from 0.
015 yuan to 0.
065 yuan
.
Metformin hydrochloride sustained-release tablets include Tianfang Pharmaceutical, Beijing Wanhui Shuanghe, CSPC Ouyi, Shijiazhuang Huaxin, Jiangsu Deyuan, Nanjing Yihua, Guangdong Saikang, and Yuekang Pharmaceuticals.
to 0.
128 yuan
.
According to PDB database data, the sales of metformin hydrochloride in sample hospitals in 2019 were 738 million yuan
.
The implementation period of the third batch of centralized procurement varieties is in November 2020, so the market in 2020 is basically unaffected
.
Judging from the sales of sample hospitals, the sales volume and sales amount of metformin hydrochloride in 2020 are basically the same as those in 2019
.
In the first three quarters of 2021, the number of sales has increased significantly, but the decline in sales has been extremely large
.
Judging from the company's sales, in 2019, Sino-US Shanghai Squibb's metformin hydrochloride dominated one of the sample hospitals
.
In the first three quarters of 2021, the total sales volume of the winning bidders (15) in the sample hospitals accounted for 78%
.
The total sales of the winning companies in the sample hospitals accounted for only 18%, mainly due to the relatively large price gap
.
In the third batch of vildagliptin centralized procurement, 6 companies won the bid for 50mg vildagliptin tablets, Qilu won the bid with 0.
45 yuan/tablet, Jiangsu Hansen won the bid with 0.
80 yuan/tablet, Nanjing Shenghe won the bid with 0.
84 yuan/tablet Winning the bid, China Resources Secco won the bid with 0.
95 yuan/piece, Yangtze River Sichuan Hairong won the bid with 0.
96 yuan/piece, and Nanjing Youke won the bid with 1.
18 yuan/piece
.
According to PDB database data, the sales of vildagliptin in sample hospitals in 2019 were 112 million yuan, and only Novartis exclusively supplied it
.
The implementation period of the third batch of centralized procurement varieties is in November 2020, and 6 companies have generated a small amount of sales in 2020
.
Judging from the sales of sample hospitals, the sales volume of vildagliptin in 2020 decreased by 14% compared with 2019; the sales fell to 85.
47 million yuan, a decrease of 24% compared with 2019
.
In the first three quarters of 2021, the number of sales fell further than in 2020; while the amount of sales fell more rapidly, it is expected to drop to about 16 million yuan in the whole of 2021, a drop of about 80% compared to 2020
.
Judging from the company's sales, Novartis exclusively supplied it in 2019, but in the first three quarters of 2021, the total sales volume of the winning companies (6) in the sample hospitals accounted for 93%, and the total sales amount accounted for 72%
.
Novartis, the non-winning original research company, achieved 28% of the sales amount with 7% of the sales volume, mainly due to the price advantage.
Compared with 4.
23 yuan per tablet in 2021, its price has been reduced by only 19%.

.
Summary <<< Stepping on the right rhythm to echo the normalization of centralized procurement From the perspective of market changes after the implementation of centralized procurement of the above four varieties, compared with 2019, the sales volume of the four varieties in the sample hospitals will remain basically unchanged, but The amount of sales has declined exponentially, and the amount sold in 2021 is only about one-tenth of what it was in 2019
.
This result is undoubtedly conducive to reducing the burden on patients and the pressure on medical insurance payment
.
For enterprises, the shortlist of centralized procurement is very important for the production enterprises that own the product, especially for small and medium-sized enterprises whose marketing strength is not very strong.
qualifications
.
For large companies, the situation is also very severe.
If they do not step on the rhythm, they will gradually or even lose the market that once dominated.

.
The varieties of diabetes drugs that entered the fourth batch of centralized collection included empagliflozin, gliclazide, canagliflozin, nateglinide and repaglinide, and the varieties of diabetes drugs that entered the fifth batch of centralized collection were glipizide Zine controlled-release tablets and regular tablets, saxagliptin
.
The fourth and fifth batches of centralized procurement have just been implemented, and the sales data for the first three quarters of 2021 have not yet been reflected.
However, with the implementation of these diabetes chemical drugs and insulin centralized procurement, the diabetes drug market will undergo a new round.
Shuffle
.
The results of the sixth batch of insulin centralized collection show that the largest number of selected varieties is Novo Nordisk, with as many as 7; followed by the local Gan & Lee Pharmaceuticals, Zhuhai Union and Tonghua Dongbao, with 6, 6 and 5 respectively; Eli Lilly, Yifan (representing Polish Bertone) and Sanofi and other three foreign companies have 5, 3 and 2 varieties selected respectively
.
It can be seen from the sixth batch of centralized procurement that foreign-funded giants are uncharacteristically and responded positively, which also shows that foreign-funded enterprises agree with the normalization of national centralized procurement and worry about losing the public hospital market if they are not selected
.