National collection series (one) the fourth batch of collection open the bid! The starting and bottom player competition pattern

The fourth volume purchase took place on 3 February.
the previous batch collection, the fourth batch focused on the basic medical insurance drug catalog of large quantities, high procurement amount of drugs.
this collection involved a total of 45 varieties of 80 regulations, of which 8 injections, 3 eye drops, the rest are oral preparations.
the fourth batch of volume procurement negotiations in that, this paper on the clinical use of some key varieties, market size and competitive landscape made some detailed combing and analysis.
First-line injection large varieties included in the collection of this collection will be included for the first time in the clinical large varieties of injections, including pentolatole injections, ammonia bromoso injections, Parexib injections, boron zomi injections, dosso-tea-alkali injections and other 8 large first-line injection varieties.
, the market size of chemical injections is still increasing year by year, according to cmH data from China Central Health University.
new kangjie collated some of the market scale, rapid growth, fierce competition pattern of the collection of varieties.
Chart 1. Fourth batch of volume procurement part of the variety details data source: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kais system, Zhongkang Industrial Capital Research Center finishing Note: hospital-side sales data source public second- and third-tier hospital market main varieties analysis chart 2. Data sources of pythonazole injections: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kais system, Zhongkang Industrial Capital Research Center finishing Note: hospital-side sales data source public second- and third-tier hospital market lutonazine injections are large varieties of first-line injections.
As a drug for gastrointestinal diseases, the injection of pythonazole has a broad patient base, in the domestic second- and third-tier public hospitals end-sales of more than 4 billion yuan, the market cake is large, is a battleground.
the product's original research party is Takeda, the domestic track also has Yangzijiang Pharmaceuticals, Jiangsu Osaikang and many other evaluation enterprises to compete.
,000 chinese company, now holds 24% of the market, surpassing Takeda's, according to Zhongkang CMH.
believe that the pythola injection will be the biggest point of view in this round of collection.
Chart 3. Ammonia Bromoso injection data sources: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kais system, Zhongkang Industrial Capital Research Center finishing Note: hospital-side sales data source public second- and third-tier hospital market cake cake, but the competition is also extremely fierce.
Although the market capacity of ammonia bromosot injections is large, in 2019 the sales volume of the second and third-tier public hospitals is 3.38 billion yuan, but the hydrochloride bromoso injections have 12 evaluation enterprises, plus the original research, there will be 13 enterprises to collect bids.
The current market share of the original Grigg Ingham is about 30%, the results of the bidding for the product may have a great impact on Grigg Ingham's business in China in the future, whether the collection will enhance the domestic voice is also worthy of attention.
Chart 4. Propofol medium/long chain fat lactation injection data source: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kaisi System, Zhongkang Industrial Capital Research Center: Hospital sales data source public secondary and tertiary hospital market propofol medium/long chain fat lactation injections for anesthetic analgesics, hospital end market dosage.
propofol in / long-chain fat milk injection is still the largest proportion of the original research, the local generic drug market is expected to break the status quo of the dominant market of the original research drug.
the first evaluation enterprise of propofol medium/long chain fat emulsion was Jiangsu Yingke Biopharmaceuticals, and Koren was approved and treated as the same as the second evaluation of the variety.
Chart 5. Dosso-tea-alkali injection data sources: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kaisi System, Zhongkang Industrial Capital Research Center: Hospital-side sales data source public second- and third-tier hospital market Dosso-tea-alkali injections in the second- and third-tier public hospitals in 2019 sales of nearly 2.5 billion yuan, is an important drug for obstructive trachea disease.
Previously, the competition pattern of this category has been divided by domestic, at present only Yangzijiang and Shi Four drugs in 2020 according to the new classification was approved for listing and the same evaluation, but earlier Stone Pharmaceuticals Europe, Shandong Hualu Pharmaceuticals and other five pharmaceutical companies, four types of generic listing applications have been reviewed and approved.
Chart 6. Data on oral regular release dosage forms for tamoazamine Source: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kaisi System, Zhongkang Industrial Capital Research Center: Hospital-side sales data source public second- and third-tier hospital market for morcommon Amine is an anti-tumor-active alkaloid that can be used to treat newly diagnosed adult patients with polygonal glioblastoma, starting with radiotherapy and then as maintenance therapy, and can also be used to treat adult patients with refractic interdational astrocytes.
, before the harvest, the domestic share of tymoamine has been gradually increased, Tianshili's market share has exceeded Merca East ranked first.
At present, the domestic market has capsules and injections approved for the market, capsule evaluation enterprises have Tianshili, Shuangli Pharmaceuticals, and has been included in the fourth batch of national collection catalog, will be the original study of Merca East to start a price war.
Chart 7. Parexib Sodium Injection Data Source: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kais system, Zhongkang Industrial Capital Research Center: Hospital end-of-sale data source public second- and third-tier hospital market Parexib sodium injection market growth momentum is strong, in 2019 the size of the second- and third-tier public hospital market nearly doubled.
At present, Pfizer occupies half of Parexib sodium injections, domestic Colum, Qilu followed closely behind, Hengrui, Haizheng and other competitors, but also before the collection to get a consistent evaluation approval, domestic manufacturers between the competition is more intense.
Chart 8. Esomerazole (Esomerazole) oral regular release dosage form data source: Shanghai Sunshine Pharmaceutical Procurement Network, Zhongkang CMH, Zhongkang Kais system, Zhongkang Industrial Capital Research Center collated Note: hospital sales data source public secondary and tertiary hospital market Esomerazo (Esomerazo) oral permanent release type market is currently divided by the original AstraZeneca and domestic Lemietra pharmaceutical market share, of which AstraZeneca.
there are currently Guangdong Dongsan, Shanxiang Pharmaceuticals and other manufacturers through the consistent evaluation, with the promotion of collection, the competitive landscape will be reshuffled.
summary of the current, in the domestic injection market, foreign pharmaceutical companies still dominate.
in this collection category, injections occupy a certain proportion, and the long-term monopoly of foreign pharmaceutical companies pattern or will change with the arrival of the collection.
long term, collection has become the norm for generic companies, and price cuts are inevitable.
but in fact, falling prices will also lead to a significant increase in sales, at least product sales are guaranteed compared to companies that fail to win.
companies that win are likely to grow as their product size and market position increase, which is a good thing in the long run.