The sixth batch of national procurement began to report

The sixth batch of national procurement (insulin) special projects will enter the hospital reporting stage today, and chemical drugs will be collected or in the queue
.

01 The sixth batch of national procurement, began to report

On September 10, the Office of Joint Procurement of National Organizations of Drugs issued the "Announcement on the List of Related Enterprises and Products for the Sixth Batch of National Organizations of Centralized Drug Purchasing (Insulin Special)".
This time, there were 81 insulin products purchased by the State, and the publicity period ended 9.
On the 13th, after the publicity is over, the hospital will be organized to fill in the demand according to the list
.

In other words, as soon as possible today, the hospitals that have confirmed their participation in this round of insulin special national procurement will start to fill in the procurement volume
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Which institutions will participate in the special national procurement of insulin?

The previously circulating state-organized centralized insulin procurement plan (draft for comments) made it clear that public medical institutions are still the main executives of this round of centralized procurement-public medical institutions at all levels and military medical institutions should participate
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Judging from the previous five rounds of national procurement, after the variety announcement and the hospital report, it will enter the stage of issuing centralized procurement documents.
The bid opening time, location, and possible product price limits are expected to be clarified at this stage
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After the bid opening is over, as usual, it will enter the stage of the announcement of the results of the proposed selection, the announcement of the results of the selection, and the preparation stage before the collection
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When the industry still believes that the sixth batch after the fifth round of national procurement will still focus on chemical drugs, the concentrated procurement of insulin has entered the sixth batch of national procurement
.

This time, the national procurement of insulin included a total of 81 products.
The three giants Novo Nordisk, Eli Lilly and Sanofi in the hypoglycemic field of multinational pharmaceutical companies, as well as domestic insulin leaders Tonghua Dongbao, Ganli Pharmaceutical, as well as Zhuhai United Laboratories and Yuheng Latecomers such as Pharmaceutical, Wanbang Biochemical and Dongyang Sunshine are all involved
.

According to Cyber ​​Blue, further sorting out:

The second-generation insulins involved in this round of insulin special include rapid-acting human insulin, basal human insulin, and pre-mixed human insulin.
There are 43 products in total.
The main companies involved are Hefei Tianmai Biotechnology, Jiangsu Wanbang, Eli Lilly, and Novo Nordisk.
Germany, Tonghua Dongbao, Yichang East Sunshine Yangtze River Pharmaceutical, Zhuhai Federation, Harbin Yuheng, Hefei Yifan, Ganli Pharmaceutical, the competition pattern is relatively scattered;

The third-generation insulins include fast-acting insulin analogs, basal insulin analogs, and premixed insulin analogs.
There are 38 products in total.
The companies involved are Ganli Pharmaceutical, Eli Lilly, Novo Nordisk, Sanofi, Zhuhai Federation, Tonghua Dongbao , The competitive landscape is relatively concentrated
.

It is worth noting that this is consistent with the grouping method of the draft-the second-generation and third-generation insulins are divided into 3 groups according to quick-acting, basic and premixed respectively, for a total of 6 groups
.

In the future, pharmaceutical companies will compete in the unit of enterprise + generic name, and will compete fairly among the generic name products in the same group
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In this round of national procurement, multiple selections will be implemented using the method of selection by difference, and the selection rate will be appropriately increased.
Based on the fifth batch of national procurement, the selection rate has exceeded 70%, and the selection of insulin-specific companies may be more optimistic
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According to the weighting rules, the selected companies are grouped according to the price of the insulin, and the purchase amount is allocated accordingly.
In general, the price of the company and the production capacity will be determined.
The original use of the hospital will comprehensively determine the final bidding result and market weight.

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An authoritative person who did not want to be named told Cyberlan that referring to the decline in the local centralized procurement of insulin, it is expected that the decline in this round of insulin procurement will not be very large, and the situation of multinational pharmaceutical companies in retaining the market will be better than the previous five rounds.
National procurement of chemical medicine
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According to the schedule of the draft for comments, the work related to the centralized procurement of insulin will be launched in September and will be implemented in early 2022.
The cycle will be two years.
The seventh batch of centralized procurement can also be said to be on the way
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02 After the insulin special project, is it still a national source of chemical medicine?

Looking back at the national procurement of insulin, which was listed as the sixth batch, there have been some surprises in the industry
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Judging from the progress of the fifth batch of national procurement, the work related to the fifth batch of national procurement has basically ended, and only the provincial implementation of the fifth round of national procurement remains
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Judging from previous signals released by the National Medical Insurance Bureau, since July 15 last year, after the Medical Insurance Bureau convened experts to study the centralized procurement of biosimilar drugs (including insulin), relevant parties have held several meetings on the centralized procurement of insulin
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The special centralized procurement of insulin has been officially recognized as the sixth batch of national procurement.
Will it have any impact on subsequent national procurement? The aforementioned people pointed out to Cyberlan that there is basically no impact, and the only thing that needs to be considered is the time taken for this round of insulin special
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As for whether Guocai's eyes will return to chemical medicine after the special collection of insulin, the authoritative person gave Cyberlan a positive answer
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Because most of the chemical injections have not yet been collected, as to how many varieties will be included in the national collection in the end, he said that at this stage, whether it is 500 or 620, there is no high-level conclusion
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According to industry media, there are currently about 40 chemical drugs that meet the requirements for inclusion in the new round of national procurement.
If the calculation is based on the next round of national procurement before the end of the insulin special project, on the one hand, the number of eligible varieties may further increase, and the other On the one hand, the degree of competition among related companies may intensify
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After the consistency evaluation of the three chemical drugs and insulin as a biosimilar drug are different in production capacity, the number of companies, the degree of substitutability, and the price difference between multinational pharmaceutical companies and domestic pharmaceutical companies, companies may also have to come up with completely different Countermeasures
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Regarding how pharmaceutical companies deal with subsequent centralized procurement, Cyberlan’s special author, Ma Wanqi, pointed out to Cyberland that with the advancement of centralized procurement, it is more likely that pharmaceutical companies’ quotations will be moderate, even if they accidentally lose their bids.
You can find your own high volume opportunities in the surplus consumption outside the country—such as pharmaceutical e-commerce, out-of-hospital drugstore channels, etc.
, while companies can further expand their price advantages
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In general, no matter whether it is a large variety or a less important variety that is included in the national procurement, the product pipeline of the enterprise needs to be updated and expanded with the times, and actively seek transformation
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Attachment: The original document of the web-transmitted insulin collection plan

(The specific rules are subject to the official release)