Forecast for the seventh batch of centralized procurement of antibacterial drugs!

As the sixth batch of centralized procurement comes to an end, the seventh batch of centralized procurement is about to start

The hundreds of billions of antibacterial drugs market is under pressure! Pfizer's market share increases

As the leading category in the domestic clinical use of drugs, systemic antibacterial drugs have long been under the continuous high pressure of the restrictive anti-infusion policy.

Meinenet data shows that under the further impact of centralized procurement and the epidemic, the terminal systemic antibacterial drugs used in China's urban public hospitals, county-level public hospitals, urban community centers, and township health centers (referred to as Chinese public medical institutions) will drop by 26.

Sales of terminal systemic antibacterial drugs in public medical institutions in China (unit: ten thousand yuan)

Source: Mi Nei.

From the perspective of manufacturers, the top 5 end-system antibacterial drug manufacturers in China's public medical institutions in 2020 are Pfizer, Hainan Hailing Chemical Pharmaceuticals, Ruiyang Pharmaceuticals, Yangzijiang Pharmaceuticals, and North China Pharmaceuticals

With major antibacterial drugs such as cefoperazone and sulbactam, linezolid, tigecycline, and azithromycin, Pfizer's market share of terminal systemic antibacterial drugs in public medical institutions in China has increased from 3.

25 medicines have been collected! Alternative medicine catalog exposed

Among the five batches of centralized drug procurement carried out by the country, systemic antibacterial drugs are the main target of centralized procurement.

Azithromycin oral regular-release dosage forms and amoxicillin oral regular-release dosage forms are the second batch of collected varieties, and the selection results have been implemented in April 2020

Recently, the first to fifth batches of nationally-sourced alternative medicine catalogs released by the National Medical Insurance Administration have been circulated in the industry.

In fact, as early as the implementation of the 4+7 centralized procurement pilot in 2019, some pilot cities issued the "Reference Range of Alternative Drugs of the Same Type of Selected Drugs"

In the scope of the reference monitoring of alternative drugs, there are many varieties that have not yet been included in the centralized procurement, entering the new batch of centralized procurement catalogs or opportunities for the rebirth of these products

Reference monitoring scope of alternative drugs for centralized collection of systemic antibacterial drugs

26 billion market! Beite, Qilu, Fosun.

The total terminal sales of 16 generic drugs in China's public medical institutions in 2019 exceeded 26 billion yuan

Systemic antibacterial drugs with 3 or more reviewed companies

Source: Meinenet MED2.

Note: The sales amount is less than 30 million yuan with *

From the perspective of drug dosage forms, there are as many as 8 injections among the 16 generic drugs, 4 oral regular-release dosage forms, and 2 granules and dry suspensions

From the perspective of competition, the competition between clindamycin phosphate injection and cefixime oral regular-release dosage forms (cefixime tablets/capsules/dispersible tablets) is the most fierce, with over 10 companies, 13 of them, 11 homes
.
There are 8 over-rated companies for cefminox injection, and 6 over-rated companies for meropenem injection, cefmetazole injection and cefepime injection, forming a 6+1 competition pattern
.

In terms of the number of over-reviewed companies, Better Pharmaceuticals, North China Pharmaceuticals, Qilu Pharmaceuticals, Jinhong Pharmaceuticals, Fosun Pharma (Hexin Pharmaceuticals, Suzhou Erye) involved the most over-rated products
.

Better Pharmaceuticals involved 5 generic drugs this time, including cefixime oral regular-release dosage form, cefmetazole injection, cefepime injection, cefixime granules, and metronidazole injection
.
Systemic antibacterial drugs are the key areas of Better Pharmaceuticals, and the company has been evaluated in 14 varieties in this field
.

It is worth noting that North China Pharmaceuticals (including subsidiaries), the third batch of companies that collect ibuprofen sustained-release capsules, has 5 varieties on the list, including Clindamycin Phosphate Injection, Cefixime Capsules, and Ammonium Cillin clavulanate potassium tablets, amoxicillin sodium and clavulanate potassium for injection, meropenem for injection
.
If these varieties are included in the centralized procurement on May 10, 2022, the company will not participate due to the penalty of suspension of supply
.

In addition, Qilu Pharmaceutical, Fosun Pharmaceutical, and Jinhong Pharmaceutical each have 3 products on the list
.

Data source: Mi Neiwang database

Note: The statistics are as of December 21st, if there are any omissions, please correct me!