Do you have to "lie flat" in the face of centralized procurement of original research pharmaceutical companies?

The impact of centralized drug procurement on imported original research products has always been a topic of concern to everyone
.
Is the original research drug company "winning the bid and leaving the game", or is it "positive growth soon" as Bayer President Stefan Oelrich said last year? We select the first and second batches of centralized sourcing products that have been implemented for a long time, and use [Smart Drug Big Data Analysis Platform PharmaONE] to enlarge the sales data of the overall Chinese market and the retail sales data of [China Pharmacy Retail Database R-PDB] , To analyze this problem
.
1.
The replacement effect of domestic imitation products is achieved, and the selected imitation products are indispensable.
Figure 1 and Figure 2 respectively count the first and second batches of centralized procurement of original research/imitation products in the overall market sales
.
It can be seen from the figure that the proportion of sales of imitation products has increased to a certain extent after the implementation of centralized procurement
.
In the first batch of centralized procurement regulations, the proportion of imitation products rose from 43% to 51% (an increase of 8%), and the second batch increased from 73% to 84% (an increase of 11%)
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This increase is mainly attributable to the increase in the proportion of selected imitation products
.
Figure 1.
The proportion of the overall market sales of the first batch of original research/imitation products of the first batch of centralized procurement.
Figure 2.
The overall market sales share of the second batch of original research/imitation products of the second batch of centralized procurement.
Sales decline Figures 3 and 4 respectively count the changes in the overall market sales of the original research involved in the first and second batches of centralized procurement regulations
.
As can be seen from the figure, the sales of the unselected original research have dropped by more than 20%, while the sales of the selected original research have increased significantly
.
This finding is in line with everyone's expectation for centralized procurement and high volume
.
Figure 3.
The first batch of centralized procurement regulations related to changes in the overall market sales of the original research Figure 4.
The second batch of centralized procurement regulations related to changes in the overall market sales of the original research Statistics of the first and second batches of centralized procurement regulations involving changes in the overall market sales of the original research
.
As can be seen from the figure, no matter whether it is selected or not, sales in 2020 will drop significantly, and the decline of the selected original research is greater than that of the unselected original research
.
The first batch of selected original research is 16% more than the unselected original research, and the second batch is 4% lower
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As the execution time of the second batch of centralized procurement becomes longer, the difference between the two declines may be closer to that of the first batch of centralized procurement.
There is no such thing as "positive growth soon" as Stefan Oelrich said
.
Figure 5.
The first batch of centralized procurement regulations related to changes in the overall market sales of the original research Figure 6.
The second batch of centralized procurement regulations related to changes in the overall market sales of the original research View
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It can be seen from Figure 7 that the enthusiasm of the original research companies to participate in centralized procurement has always been low, and the proportion of generic names that have won bids for the original research has always fluctuated around 10%
.
Figure 7.
1-5: Proportion of the number of generic names won by the original research in batches of centralized procurement 4.
The original research companies are trying to lay out retail "rebirth".
Faced with such a cruel reality, the original research companies have not "sit and wait to die", but actively think of ways to solve the problem
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We selected 5 original research companies (Bayer, Merck, Boehringer Ingelheim, Sanofi and Squibb) related to the first and second batches of centralized procurement regulations, and analyzed 15 related original research products of these companies (see Table 1) The overall market and retail performance
.
Table 1.
After analyzing the original research products involved in 1-2 batches of centralized procurement of five original research pharmaceutical companies, we found two conclusions: 1.
The sales of selected original research companies have fallen far more than those of unselected original research companies.
Figures 8-12 respectively show these 5 companies.
Changes in the overall market sales of the original research related to the 1-2 batches of centralized procurement regulations
.
It can be found that the sales decline of the selected original research in 2020 is much greater than that of the unselected original research
.
The decline of the selected original research is more than 40% or even as high as 99%, while the decline of the unselected original research is basically less than 30%
.
Figure 8.
The overall market sales changes of the original research related to the 1-2 batches of centralized procurement regulations of Bayer Figure 9.
The overall market sales changes of the original research related to the 1-2 batches of centralized procurement regulations of Merck & Co.
, Ltd.
Figure 10.
The 1-2 batches of Boehringer Ingelheim Figure 11.
The overall market sales changes of the original research related to the procurement regulations Figure 11.
The overall market sales changes of the 1-2 batches of Sanofi's centralized procurement regulations Figure 12.
The overall market sales changes of the original research related to the 1-2 batches of Sanofi's centralized procurement regulations 2.
All the original research products are actively deploying retail, and the retail sales of the unselected original researches have generally increased.
Table 2 shows the comparison of the overall market and the retail end of the original research related to the 1-2 batches of centralized procurement regulations of these 5 companies
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It can be seen that an obvious phenomenon is that the sales of the unselected original researches have increased at the retail end, the highest increase is as high as 39%
.
As for the original research of Zhongxuan, retail sales will either increase, and even if it declines, it will be much lower than the decline in the overall market (see the column "Difference between retail sales and overall market sales growth in 2020")
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All this shows that all the original research products are actively deploying retail, looking for opportunities for survival
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Table 2.
Comparison of the overall market and retail end of the original research products involved in 1-2 batches of the five original research pharmaceutical companies Market sales will always decrease, and the decline of bid-winning products will be even greater
.
In such a predicament, choosing a retail layout is the choice of many original research companies.
From the perspective of effect, it is indeed a better direction
.