After the national smog, the market for anti-thrombotic varieties has changed dramatically!

Medical Network News on August 16 Since the state organized the "4+7" drug centralized procurement in December 2018, China has organized 5 batches of drug procurement, and a total of 218 drugs have been successfully purchased
.
What is the market share change and research and development situation after the successful bidding of the centralized procurement? This article takes antithrombotic drugs as an example for retrospective analysis
.
There are three antithrombotic drugs that have won the bid in the first four batches, namely: the first batch of clopidogrel bisulfate tablets, the third batch of apixaban tablets and ticagrelor tablets
.

Clopidogrel bisulfate tablets
sales increased slightly, but the amount of sales fell 64.
0%
sales decline in the amount of cliff->
round "4 + 7" Jicai December 2018 published successful results, Salubris of clopidogrel bisulfate tablets Won the bid
.
In September 2019, the "4+7" national expansion and collection was announced.
Three companies including Sanofi, CSPC Ouyi, and Lepu Pharmaceutical won the bid, and Xinlitai was out with a price of 3.
13 yuan per piece
.
Judging from the sales data of sample hospitals in the first three years of the PDB database , after the first round of "4+7" centralized procurement , the total sales volume of clopidogrel bisulfate tablets in 2019 increased slightly, but the sales amount was compared to 2018 There has been a significant decline in the year
.
After the "4+7" nationwide expansion of centralized procurement in 2020, the sales volume of 75mg clopidogrel bisulfate tablets has still increased, but the sales amount has fallen precipitously
.
In 2020, the sales amount of sample hospitals of this type decreased by 64.
0% compared with 2019, which was caused by the sharp drop in purchase prices
.


　　Latecomers choose the opportunity to bid to enter.

From the sales of various companies of this type in 2019 and 2020, Sanofi's (import and joint venture) share has exceeded 50%, and its average price has dropped from 14 yuan in 2019 to The average in 2020 is 3.
6 yuan, and the fourth quarter of 2020 has dropped to about 2.
8 yuan
.
Xinlitai, Lepu Pharmaceutical and CSPC ranked second to fourth in share
.
The sales of clopidogrel bisulfate tablets in the sample hospitals have been divided among the four companies mentioned above
.


In addition to the above-mentioned 6 companies that have production approvals for clopidogrel bisulfate tablets, in September 2019, after the "4+7" national expansion and centralized procurement, the manufacturers that obtained the 4th category of chemical drugs include Nanjing Zhengda Tianqing, Jiangsu Lianhuan, Hunan Dino, Boda Weiye and Chengdu Yuandong Biotech are also gradually entering the provincial centralized procurement platform.
If they want to enter the hospital in large numbers, they need to wait for the "4+7" nationwide expansion of centralized procurement procurement cycle for 2 years.
After full, choose the opportunity to bid to enter
.

　　The
　sales volume
of Apixaban tablets increased slightly, but the sales amount dropped sharply in the fourth quarter of 　　2020.
The
third batch of national centralized procurement results was announced in August 2020.
Starting from October and November 2020, the third batch of countries The provinces and cities of the selected drugs in the centralized procurement have gradually entered the formal procurement stage .
Judging from the winning bid price, Jiangsu Hausen is the highest and Qilu Pharmaceutical (Hainan) is the lowest .




Because it is the fourth quarter of 2020, the sales data of the sample hospitals in the PDB database is viewed quarterly: the sales data of the second and third quarters of 2020 are basically the same; and into the fourth quarter, after the implementation of the procurement, the original research Bristol-Myers Squibb the return, successful companies Jiang Su Jiayi and pharmaceutical Qilu pharmaceutical (Hainan) achieved a sales, sales increased slightly in the fourth quarter than the third quarter, but a sharp decline in the amount of sales, a decrease of 64.
0%
.


　　There is no minimum, only lower.

From the average price in the fourth quarter of 2020, the unit prices of CP Tianqing and Jiangsu Haosen Pharmaceutical have dropped by more than half; the unit price of new entrants, Jiangsu Jiayi Pharmaceutical, is 3.
536 yuan, which has won the bid The price is the same; the new entrant Qilu Pharmaceutical (Hainan) showed a unit price of only 0.
977 yuan, which is lower than the bid price of 1.
954 yuan
.
According to the query of the price information of the provincial centralized procurement platform for medicines in the CPM database, in December 2020, the online prices of 6 domestic manufacturers in Gansu Province were all 0.
98 yuan per piece
.
In addition to the above-mentioned seven companies with production approvals for apixaban tablets, the third batch of manufacturers that have obtained the fourth category of chemical drugs after the collection in August 2020 include Jiangsu Wanbang Biochemical, Nanjing Zhengda Tianqing, Zhejiang Hisun, and Chengdu Beite , Guangzhou East Sunshine, Hunan Qianjin Xiangjiang and other 6 companies
.
Enterprises that have not won the bid and newly approved enterprises are gradually entering the provincial centralized procurement platform, grabbing about 30% of the remaining amount of other affordable online products purchased by various public medical institutions to purchase provincial drug centralized procurement
.

　　Tigrelor tablets
　　sales volume and amount have both decreased
the
　　price difference between the winning bids is very large
.
The implementation of ticgrelor tablets will also start from October and November 2020.
From the perspective of the winning bid price, the price of Yangzijiang Pharmaceutical Group Guangzhou Hairui Pharmaceutical Co.
, Ltd.
The highest, Shanghai Huilun Jiangsu Pharmaceutical is the lowest, with a difference of 2.
6 times between the highest price and the lowest price
.
Purchases will begin in the fourth quarter of 2020.
In the first three quarters of 2020, the sales volume will increase slightly, the sales amount will also increase slightly, and the average price will remain basically the same
.
Among them, the original research AstraZeneca is "outstanding", with sales accounting for more than 91%, and sales accounting for more than 94%
.
Entering the fourth quarter, after the implementation of the on-site procurement, the sales volume of the winning bidders increased significantly, while AstraZeneca decreased significantly.
AstraZeneca achieved 89.
36% of sales with 61.
32% of sales volume, and domestic manufacturers with 39.
68% of sales volume.
The sales volume achieved 10.
64% of the sales amount, which shows that the price of the winning bidder is very low
.
The number of sales in the fourth quarter fell by 10.
9% compared to the third quarter, while the amount of sales fell by 41.
6%
.


Judging from the average price in the fourth quarter, the prices of Shanghai Huilun Jiangsu Pharmaceutical, Nanjing Zhengda Tianqing, Yangtze River Pharmaceutical Group Guangzhou Hairui Pharmaceutical, Shenzhen Xinlitai and CSPC Ouyi have all declined, and are in line with their bid prices.
Close
.
Entering the fourth quarter, after the implementation of the on-the-spot procurement, the unsuccessful bidder Nanjing Youke withdrew from the sales, and the winning bidder Zhejiang Hisun Pharmaceutical achieved sales
.

　　Newcomers and 10 home
ticagrelor sheet 9 has in addition to the production approval, the third group after 2020, August 4 Jicai obtained Kayaku type approval of pharmaceutical manufacturers also Haikou, Dunlop medicine , Nanjing Kefeiping Shenghui, Beijing Fuyuan, Sichuan Haisco, Guangzhou Dongyangguang, Nanjing Haichen, Jiangsu Wanbang Biochemical, Zhejiang Hisun, Shandong Luoxin, etc.
10 companies that have not won the bid and newly approved companies are also gradually entering The provincial centralized procurement platform, in addition to grabbing about 30% of the remaining amount of each public medical institution, waits for the expiration of the two-year procurement cycle to choose an opportunity to enter
.

　　Postscript <<<
　　How to avoid low-price competition
From the perspective of the market structure of the above three antithrombotic drugs after winning bids, the finalists of centralized procurement are the top priority for manufacturers
.
For small and medium-sized enterprises with weak marketing capabilities, if they do not win the bid, they may withdraw completely and lose their qualifications for competition; for large enterprises, it is also very severe.
If they do not step on the correct rhythm, they will gradually or even lose their dominant position.
Position of the market
.
Therefore, this is a war without gunpowder, and every pharmaceutical company must pay attention to it
.
For companies, they need to use product pipelines and product echelons to hedge against the risk of a single product that may lose bids or significantly reduce prices.
At the same time, in the face of the continued decline in terminal prices, companies need to increase the control of upstream raw materials to control costs.
In the long run It seems to be advanced to high-end generic drugs or modified formulations in order to avoid low-price competition
.