After the sixth batch of insulin collection landed, the winning pharmaceutical company actively expanded production and transformation

【Pharmaceutical Network Industry News】"Compared with the first and second generation of insulin, the third generation of insulin has better blood sugar control, lower risk of hypoglycemia, and more flexible injection time, but many diabetics in the past will not choose the third generation because of the more expensive problem, the national organization of insulin special collection results after the implementation of the results, insulin prices have dropped significantly, and some patients have begun to use three generations cheaper than the second generation to better control
blood sugar.
" A person in the hospital said
.
The sixth batch of insulin collection has landed nationwide On November 26, 2021, the sixth batch of special centralized procurement of insulin in the country was launched, and this collection included the second and third generations of insulin, involving a total of 81 varieties
.
The results show that a total of 42 products from 11 companies are to be selected, with an average decrease of 48%, and the decline in high quotations of enterprises even exceeds 73%.

After centralized procurement, it is expected to save about 9 billion yuan in insulin costs per year, greatly reducing the burden of
patients.
Among the 42 products to be selected, both imported insulin and domestic insulin, among them, the domestic insulin enterprises Gan & Lee Pharmaceutical and Federal Pharmaceutical each won the bid, Tonghua Dongbao has 4, in addition, Hefei Tianmai, Dongguang Pharmaceutical, Wanbang Biochemical and Hisun Pharmaceutical have 3, 2, 2 and 1 respectively
.
Multinational pharmaceutical companies Zhongnuo and Nord also performed well, with a total of 7 products winning bids, 5 from Eli Lilly, 3 from Poland Baitong, and 2 from Sanofi
.
From the perspective of China's insulin market structure, in the past, the "3+3" market pattern was mainly maintained by Novo Nordisk, Sanofi, and Eli Lilly, three multinational pharmaceutical companies, as well as domestic manufacturers Gan & Lee Pharmaceutical, Tonghua Dongbao, and Federal Pharmaceutical, of which three multinational pharmaceutical companies occupied most of the Chinese market
.
With the landing of the sixth batch of insulin centralized procurement, domestic insulin companies with less pressure on price reduction and are expected to retain more profit margins have more opportunities, and the proportion of domestic insulin market is expected to increase in the future, breaking the original pattern
of the market.
The number of diabetic patients in China is large, which has exceeded 110 million, and in the context of the aging of the population, the prevalence of diabetes in China is still increasing
.
According to a national epidemiological survey conducted in 2015-2017, the prevalence of diabetes among adults in China has increased from 0.
67% in 1980 to 11.
2%, an increase of 16.
7 times
.
It can be seen that China's diabetes treatment drug market has broad development prospects, and insulin, as a large variety of hypoglycemic drugs, will also usher in a huge market space
.
Winning pharmaceutical companies actively expand production and transformation After the landing of centralized procurement, coupled with the continuous expansion of market demand for insulin, insufficient production capacity has become a problem
faced by winning enterprises.
In order to meet the demand for production capacity, some winning enterprises actively expanded production and transformation
.
For example, seven insulin products won the bid for the federal pharmaceutical company that was collected by the state, which carried out its first expansion in
March this year.
It is reported that after the completion of the transformation, the production efficiency of insulin aspart API has been successfully shortened from "three days batch" to "two days batch"
.
Considering the market demand for insulin, and the large-scale production workshop has not yet been officially put into production, the company said that all employees in the workshop will adhere to the successful concept of the first transformation, continue to clarify the goal, and complete the task
with quality and quantity.
The multinational pharmaceutical company Sanofi expanded production earlier, and the company spent 200 million yuan in 2020 to build a new production line for insulin glargine injection, which is expected to have an annual production capacity of 48 million units
after completion.
In June 2021, the company once again announced an investment of 200 million yuan to expand the production of the
project.
It is worth mentioning that compared with chemical drugs, the production barriers of insulin will be higher, the production cycle will be longer, and the approval procedures required when the company's production capacity changes are more complicated, so the industry expects that it will be difficult for pharmaceutical companies to expand production capacity
in a short period of time.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.