Basic infusion classification bargaining!

On August 23, the Shanghai Municipal Pharmaceutical Centralized Bidding and Purchasing Affairs Management Office issued a notice to change the "glucose injection", "sodium chloride injection" and "glucose sodium chloride injection" (containing a large volume greater than or equal to 50ml) in the city’s medical insurance catalog.

Set "red, yellow and green" bargaining standards

Innovation will become the fulcrum of profit

Although basic infusion drugs have not yet been included in the national centralized procurement, new policies have been successively issued in various regions on the network of large infusion products.
How to cultivate new competitiveness has become a top priority for representative enterprises with infusion as their main business
.
Taking Huaren Pharmaceutical as an example, the company basically covers all varieties and specifications of large infusions .
According to its financial report, the company's basic infusion revenue has grown rapidly .
Huaren Pharmaceutical said it actively embraces the three-level centralized procurement policy at the national, provincial, and municipal levels .
The driving force lies in the expansion of the business field from large infusion and nephrology fields to the fields of respiratory system and fine anesthetics through acquisitions, and to achieve the integrated development of "raw materials + preparations" .
As a matter of fact, Yantai, Shandong has already started mass procurement of five basic infusion products: sodium chloride, dextrose, glucose sodium chloride, mannitol, and sodium lactate Ringer .
It can be seen that it may only be a matter of time to purchase large amounts of infusion products .
  What attracts people's attention is that in response to market changes in the new era, three listed companies in the large infusion industry have implemented deep bundling of equity transactions .
Chenxin Pharmaceutical announced that Tianjin Qianding, a shareholder of the company holding more than 5% of the shares, transferred 16.
1015% of its shares in Chenxin Pharmaceutical to Kelun Pharmaceutical and Shisiyao respectively, with a total transaction price of approximately 934 million yuan .
After the transaction is completed, Kelun and Shisiyao will become the second and fourth largest shareholders of Chenxin Pharmaceutical .
At present, Kelun also holds 20.
51% of the shares of Shisiyao Group .
Leading companies have deepened equity binding, and the market interprets that the concentration of the large infusion industry will further increase .
  In addition, innovation is a common challenge faced by infusion companies .
  Affected by the epidemic, the performance of companies whose main business is infusion products has declined to varying degrees .
Kelun adopts the access first principle, and strengthens the cost competitive advantage of the entire industry chain from process design, material procurement, manufacturing, warehousing and logistics, etc.
  



  

  




  
  

.
At the same time, its R&D investment in 2020 will be 1.
516 billion yuan, and R&D investment will account for 9.
21% of sales revenue
.
Since 2017, 75 items have been approved for the market, and 20 innovative drug clinical studies have been carried out, and they have joined the new track of major diseases such as tumor, liver disease, and autoimmunity
.
  In the past two years, Shisiyao has promoted its innovation-driven strategy, gradually removing the label of “dominant in one industry” for large infusion solutions, and has achieved breakthroughs in the coordinated development of R&D and industrialization in multiple areas of the industrial chain such as innovative drugs and specialty APIs .
Now more than 80% of the benefits are created by new products or replacement products .
China Resources Double Crane is also vigorously promoting innovation and transformation, increasing the research and development of innovative drugs and biological drugs, and responding to market competition .
  The National Health Commission issued the top ten medical quality and safety improvement goals for 2021.
"Reducing the rate of intravenous infusion in hospitalized patients" is among the top ten goals.
It can be judged that the use of infusion products in hospitals will be tightened, and innovation is still needed.
Compete speed .