【Figure Description】A brief analysis of the progress and results of 1-5 batches of national acquisition

The impact of collection on the hospital generic drug market is limited, and the impact of the epidemic is more obvious
.
The bottom blue area of Figure 1 is the selected product (general agent specification), and the middle orange area is the selected generic name
.
On the one hand, from 2017 to 2021, the overall market size of selected products showed an upward trend, accounting for 6.
1% from 4.
8%; On the other hand, compared with the hospital-side generic drugs, the market size of the selected products is small, and the proportion of the selected products has fluctuated between 4% and 6% over the years, which has a small
impact on the market.

Figure 1: 1-5 batches of selected products and general courtyard market changes

The growth trend of selected products has not spilled over to the hospital-end generic drug market, and the biggest influencing factors of hospital-end generic drugs are the population base and clinical demand
.
From 2017 to 2019, the scale of the generic drug market rose steadily, and in 2020, affected by the epidemic, some clinical demand lagged behind or disappeared, and the generic drug market declined, and after the epidemic calmed down in 2021, the generic drug market also increased
with the recovery of clinical demand.

The cost savings of generic drugs are mainly reflected in the market of selected generic names, and more accurately, the non-selected products
of the selected generic names.
Since the implementation of the 4+7 expansion in December 2019, the size of the selected generic name market has decreased significantly, and the proportion has also decreased from 22.
6% in 2017 to 18.
6% in 2021, a decrease of 4 percentage points
.
Combined with the increase in the market size and proportion of selected products, it is not difficult to speculate that the scale and proportion of non-selected products with selected generic names have decreased
significantly.

The distribution of products adopted by the set varies greatly in different treatment areas, and there are many
common diseases and major diseases.
1-5 batches collected a total of 766 selected products, involving 17 treatment categories, and the most selected products of anti-infective drugs, a total of 132, and the only treatment category
with more than 100 selected products.
Followed by drugs for the cardiovascular system, a total of 97 selected products; Then there are antitumor drugs, blood and hematopoietic system drugs, endocrine and metabolic regulation drugs and digestive system drugs, the four treatment categories of the selected products are more than 60, antitumor drugs are up to 67, digestive system drugs are 60
.
Table 1: Distribution of treatment categories of selected products in 1-5 batches

The selected products have led to changes in the market share of major categories of treatment, and the proportion of antitumor drugs and drugs for mental disorders has increased
significantly.
The therapeutic field with the highest proportion of selected products is anti-tumor drugs, accounting for 21.
8% in 2018, and further increased by 6.
8 percentage points
after collection.
The drug use for mental disorders had the highest growth of 7.
3 percentage points, and the ranking of major categories also jumped from seventh in 2018 to second in 2021
.

Figure 2: Changes in the hospital-side market of 1-5 batches of selected products (by major categories of treatment)

In addition to these two categories, the proportion of other treatment categories has declined, especially the larger category, such as blood and hematopoietic system drugs, anti-infective drugs, cardiovascular system drugs and digestive system drugs, the decline ranges from 2% to 5%.

The collection of generic names has led to changes in sales and market share of major treatment categories, with ups and downs
.
Different from the selected products, in 2018, the top five treatment categories of the common name were anti-infective, cardiovascular system drugs, antitumor drugs, digestive system drugs, and blood and hematopoietic system drugs in order, accounting for a total of 65.
7%.

In 2021, antineoplastic drugs rose by 1 place, blood and hematopoietic system drugs rose by 1 place, cardiovascular system drugs and digestive system drugs decreased by 1 place each, and the number of anti-infective drugs did not change, but the proportion decreased from 17.
8% to 16.
8%, a decrease of 1 percentage point
.

Figure 3: 1-5 batches of collection of general hospitals end of the market changes (by major categories of treatment)

The selected enterprises are mainly
traditional pharmaceutical companies and large and medium-sized enterprises.
A total of 766 selected products were included in the 1-5 batches, involving 340 enterprises (unmerged parent companies).

The most selected products are Qilu Pharmaceutical Co.
, Ltd.
, with a total of 24 products; In addition, Qilu Pharmaceutical (Hainan) Co.
, Ltd.
also has 8 products to choose from
.

Figure 4: Distribution of selected enterprises in 1-5 batches of collection and procurement (unmerged parent companies)

In addition to Qilu Pharmaceutical, the enterprises with the total number of selected products ranked 2-10 are Ouyi Pharmaceutical Co.
, Ltd.
(18), Zhejiang Huahai Pharmaceutical Co.
, Ltd.
(16), Chia Tai Tianqing Pharmaceutical Group Co.
, Ltd.
(16), Yangtze River Pharmaceutical Group Co.
, Ltd.
(15), Sichuan Kelun Pharmaceutical Co.
, Ltd.
(15), Jiangsu Hengrui Pharmaceutical Co.
, Ltd.
(15), Chengdu Beite Pharmaceutical Co.
, Ltd.
(14), Jiangsu Haosen Pharmaceutical Group Co.
, Ltd.
(14) and Shenzhen Xinlitai Pharmaceutical Co.
, Ltd.
(10) are mostly traditional pharmaceutical companies and large pharmaceutical companies
.
Gathering and procurement will improve industry concentration and drive industrial transformation and upgrading
.

The selected products in the collection are mainly conventional dosage forms, and the later batches include more innovative dosage forms
.
The largest number of dosage forms adopted in 1-5 batches are tablets, involving 378 selected products, followed by injections, a total of 190, and capsules a total of 63, which is consistent with the characteristics of clinical drugs
.
With the normalization of collection and acquisition, 3-5 batches of collection began to incorporate innovative dosage forms, such as the 3rd batch of collection into oral disintegration tablets (4) and concentrated solutions for injection (4), the 5th batch of collection into soft capsules (5) and inhaled suspension (4), etc.
, enriching clinical drug choices and improving the quality of
clinical drugs.

Figure 5: Dosage form distribution of selected products in 1-5 batches