Injections become the protagonist of the seventh batch of national procurement, and the 100 billion market will face a major reshuffle!

From February 18, 2022, the seventh batch of national harvests will start reporting, and this national harvest involves a total of 58 varieties
.
Among them, injections with large clinical dosage and high purchase amount are a major protagonist, accounting for 27 varieties
.
Injections become the protagonist of the seventh batch of national procurement, and the 100 billion market will face a major reshuffle! (Source: Pharmaceutical Network) From the list, 27 injection varieties include ondansetron injection, omeprazole injection, octreotide injection, iopamidol injection, fondaparinux sodium injection, methylprednisolone injection, coffee Injectable, Clindamycin Phosphate Injection, Lidocaine Injection, Rocuronium Bromide Injection, Micafungin Injection, Milrinone Injection, Paricalcitol Injection, Tirofiban Injection, Tigecycline injection, cefepime injection, cefmetazole injection, bromhexine injection, ibandronic acid injection, irinotecan injection, edaravone injection, eptifibatide injection, zoledronic acid injection, etc.
, involving therapeutic areas including tumor, antibiotics, respiratory system,
etc.
Among the 27 injection varieties, many are large varieties with market sales exceeding 100 million yuan, including omeprazole injection, cefmetazole injection, cefminox injection, bromhexine injection, edaravone injection, methylprednisolone There are 12 varieties of injections, tigecycline injections, irinotecan injections, clindamycin injections, meropenem injections, octreotide injections, and zoledronic acid injections
.
Among them, omeprazole injection, meropenem injection, etc.
are large varieties with market sales exceeding 3 billion
.
According to the data of Minenet, the terminal sales of omeprazole sodium for injection in domestic urban public hospitals in 2021 will be about 3.
951 billion yuan
.
In addition, according to IQVIA and Minet.
com data, the sales of meropenem for injection in China in 2020 were 5.
13 billion yuan (calculated at the tender price)
.
Judging from the degree of competition, there are more than 10 over-evaluated companies involved in multiple injection varieties, such as omeprazole injection, clindamycin phosphate injection,
etc.
Among them, there are 24 companies that have reviewed the related generic drugs of omeprazole injection, including Luoxin Pharmaceutical, Shandong New Times Pharmaceutical, Osaikang, Livzon Group, Sinopharm Modern, Lingkang Pharmaceutical, Haichen Pharmaceutical Industry, Chongqing Fuan Pharmaceutical, etc.

.
Clindamycin phosphate injection and other varieties have also been reviewed by more than 10 companies related to generic drugs, including China Resources Double Crane, Xinhua Pharmaceutical, Hunan Wuzhoutong Pharmaceutical, Jiangsu Shenlong Pharmaceutical, Hunan Hengsheng Pharmaceutical,
etc.
However, there are also some varieties with more moderate competition, such as fondaparinux sodium injection
.
This variety is a new generation of anticoagulant drugs with a current sales of about 500 million yuan.
Compared with traditional anticoagulant drugs, fondaparinux sodium injection has a faster onset of action, and has the advantages of high bioavailability and long half-life.
Therefore, the industry is more optimistic about its market prospects
.
However, due to the high technical threshold, only the original Aspen and a small number of domestic approvals have been approved to produce fondaparinux sodium.
Among them, Hengrui Medicine has won the first imitation of this product in 2018
.
At present, Nanjing Jianyou, Zhaoke Pharmaceutical and Yangzijiang Pharmaceutical have been reviewed, and many other companies are in the process of review and approval
.
Since the start of the national procurement of medicines, six batches have been carried out
.
In addition to the sixth batch of special centralized procurement of insulin, 44 varieties of injections have been included in the first five batches of centralized procurement.
With the development of this centralized procurement, the industry generally believes that the 100 billion injection market will face a major reshuffle
.
Sinolink Securities believes that the national centralized procurement began to explore the centralized procurement of injections from the fourth batch.
With the advancement of the consistency evaluation of injections, injections and oral dosage forms will become equal in the face of the centralized procurement policy
.
This means that the centralized procurement of injections may become the norm, and the future market pattern will also face major changes
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.