Collection is not simply repetitive, and so is the market

Since the implementation of the "4+7" pilot in March 2019, as of now, 7 batches of 8 rounds of collection and procurement have been carried out, but to some extent, as a normalized industry policy, we still have less understanding of collection and procurement, especially the implementation of the results of the selection of market changes inside and outside the backyard, resulting in a variety of complex impacts

Therefore, whether it is for the better implementation of policies or to provide more decision-making references for enterprises, it is of great significance

According to the PDB sample hospital database, we have sorted out the sales and sales changes of 1-5 batches of selected products from 2018 to 2021.

Figure 1: Changes in the market of 4+7 selected drugs in the collection

Figure 2: Market changes in the hospital end of the second batch of selected drugs

Figure 3: Changes in the market of the third batch of selected drugs

Taking the 4+7 collection as an example, the results of the selection were implemented from March 2019 and December 2019 respectively, and after one or two years of implementation, the provinces carried out renewals, and the renewal results were divided into successful renewals by the selected enterprises and non-selected enterprises

However, in general, the successful continuation of the selected enterprises accounts for about the majority, ensuring the smooth continuation of the purchase with volume

In fact, before the collection was carried out, the sales and sales volume of the hospital market mostly maintained a positive growth of more than 10%, and the increase in sales was higher than the increase in sales, indicating that the price of

The overall trend of change in the second and third batches is similar to that of the first batch, first the volume market diverges, and then the volume market returns (the third batch of collection has not yet observed the regression

In addition, the gradual rationalization of corporate quotations and the continuous optimization of collection rules have also had a positive impact on

Again, the impact of collection on the market of selected products is relatively rapid, and the impact is also relatively large

Figure 4: Market changes in the hospital end of the second batch of selected drugs

Figure 5: Market changes in the hospital end of the second batch of selected drugs

We have separated batches 4 and 5 from the previous batches 1-3 because batches 4-5 have shown new characteristics and trends

This is a positive signal for the selected enterprises, after all, the enterprises are ultimately for the purpose of profit, and the results of the double increase in the volume of the market can further improve the enthusiasm of

The spillover effect of the collection and procurement we mentioned earlier is verified: it has a price reduction pull effect

brief summary

brief summary

Since the implementation of the collection, the industry has been highly concerned, and the collection is also constantly optimizing the rules and patching loopholes

It is believed that with the continuous promotion and improvement of collection and mining, the moisture of generic drugs has gradually been squeezed out, and enterprises and collection are expected to form a positive cycle of complementarity, and enterprises can quickly release the amount of collection, seize the market, and achieve reasonable returns, promote the formation of a healthy circulation environment in the industry, drive the transformation and upgrading of the industry, improve the efficiency of the use of medical insurance funds, and maintain the interests of more patients
.