National procurement with a large number of documents: two varieties suddenly significantly reduce the purchase volume!

Yesterday (September 8), the office of the national volume purchasing alliance suddenly released a document, significantly reducing the purchase volume of two varieties of gefitinib and pemetrexed Among them, gefitinib is one of the most popular varieties in the market, and one of the two varieties with the largest increase in the volume of purchase this time If three companies win the bid, the agreed purchase volume will be 12 times of the 4 + 7 purchase volume (for the content of the increase in volume of purchase, please refer to the national expansion of volume of purchase previously arranged by interest academy, and the varieties with more market increment and less competition appear! Yi Wen The sharp increase in purchase volume makes the variety particularly attractive in the market As of the publication of this paper, AstraZeneca, Qilu and Zhengda Tianqing are qualified to participate in this bidding As a result, this kind of competition has become a peak competition between the original research manufacturer and the local head enterprise This makes the competition of this variety particularly attractive However, after adjustment, gefitinib has only 55% of the original purchase volume, and the fierce competition has greatly reduced, which is good for those who lose the bid or those who have little market share In 4 + 7, AstraZeneca won the bid with a decrease of 76%, while Qilu lost the bid This time, if AstraZeneca still wins the bid with the price cut of a strong man, then the state-owned enterprises will lose again Although three enterprises can win the bid, it is difficult to shake AstraZeneca's leading advantage For local enterprises, the reduction of the number of enterprises with a volume will become a good thing, at least the rest can be used to compete for market increase If it is Zhengda Tianqing or Qilu, there will be more price reductions, especially Zhengda Tianqing In the 4 + 7 bidding, entecavir won the bid at 0.62 yuan per piece, with a price reduction of more than 90% As a latecomer who only joined the competition of this variety in May this year, Zhengda Tianqing may again give the market a staggering price If the state-owned enterprises win the bid with the floor price, AstraZeneca, which occupies more than 90% of the market, will not lose too much market However, for the industry, it is necessary to think about how the domestic pharmaceutical enterprises will build their own competitive advantage and moat when they encounter the big price reduction of the original research pharmaceutical enterprises, especially how to seize the market when they lose the price advantage under the requirements of marketing compliance? Geofitini is an example After the last round of sharp price reduction, the price of 50mg * 10 tablets was 547 yuan Compared with atorvastatin and rosuvastatin, which cost less than 1 yuan per tablet, the profit margin is still considerable For domestic pharmaceutical companies, if they win the bid in volume, they will become an important source of profit But when the original research drug market at a low price, where is the competitive advantage of domestic enterprises? If there is no way to deal with the competition, we will lose this important market Where is the survival space of pharmaceutical enterprises? For Qilu, Zhengda Tianqing and all domestic pharmaceutical companies, this is a question to be considered According to the announcement, only 55% of the purchase amount of gefitinib is left The adjustment of the purchase amount of this variety is as follows: 1 The oral regular release dosage form of gefitinib is 250mg; the agreed purchase amount of Hainan in the first year is changed from 2.8436 million tablets to 38800 tablets; the calculation base of the agreed purchase amount in the first year in the alliance area is adjusted to 5.3927 million tablets According to the announcement, the purchase volume decreased by 2.8048 million pieces, and the originally announced purchase volume was 8.1975 million pieces, a decrease of 34.2% 2 Peimeiqusai injection 500mg: the agreed purchase quantity of Hainan in the first year was revised from 70800 to 0700; the calculation base of the agreed purchase quantity in the first year in the alliance area was adjusted accordingly to 120100 According to the announcement, the purchase volume of pemetrexed injection with the specification of 500mg was reduced by 70100, and the purchase volume originally announced was 190200, down by 36.86% After Hainan greatly reduced the purchase amount of gefitinib, Jiangxi also significantly reduced the purchase amount of gefitinib: oral regular release dosage form of gefitinib 250mg; the calculation base of the agreed purchase amount in the first year of Jiangxi was revised from 1029200 to 159000; the calculation base of the agreed purchase amount in the first year of the alliance region was correspondingly adjusted to 4522500 In this way, after Jiangxi lowered the purchase volume again, the remaining quantity of gefitinib was only 55% of the original purchase volume In addition, there are also some dosage form Amendments: 1 The serial number of atorvastatin oral regular release dosage form 20mg total item 25: the specification 10mg is revised to 20mg; 2 The serial number of olanzapine oral regular release dosage form 5mg total item 25: the specification 10mg is revised to 5mg; 3 The serial number of enalapril oral regular release dosage form 10mg total item 25: the specification 100mg is revised to 10mg; 4 The Serial No 25 under the total 500mg of pemetrexed injection: the specification 100mg is revised to 500mg Gefitinib: before the peak competition of the white hot competition, the author has done the variety situation Compared with the 4 + 7 volume procurement, gefitinib's procurement is one of the varieties with the highest increase, which is a hot variety in the market, and the competition is quite fierce In the 4 + 7 volume procurement, only two foreign pharmaceutical companies choose to reduce the price and win the bid Gefitinib is one of the products with large market potential and scale Gefitinib is a first-line treatment drug for lung cancer patients It was first listed in Japan in July 2002, approved by FDA in May 2003, and listed in the United States In 2005, gefitinib tablets of AstraZeneca (Iressa) were listed in China Until 2017, domestic generic drugs of Qilu were listed, Iressa directly monopolized the domestic market According to the data of mienei.com, in 2017, the sales volume of gefitinib tablet, the terminal of China's public medical institutions and urban retail pharmacies, was 2.187 billion yuan, with Ariza of AstraZeneca occupying 91.61% of the market share, Qilu pharmaceutical occupying the rest of the market, seizing more than 8% of the market once listed, and Qilu's marketing ability was also very strong In 2018, 4 + 7 volume purchasing became the watershed of this variety competition In the 4 + 7 bidding, AstraZeneca's gefitinib tablets (250mg * 10 tablets) were selected at 547 yuan, with a 76% decrease Qilu pharmaceutical, which failed in the bidding, began to reduce its price in non volume purchasing places Zhejiang, Heilongjiang, Shaanxi and other provinces' centralized purchasing departments issued announcements, saying that after the enterprises applied for it voluntarily, the price of jifeitini tablets (specification: 0.25g * 10 tablets) in Qilu was 498 yuan / box, which was 49 yuan lower than the bidding price of aslikang A reduction in quantity is an opportunity for the loser According to the alliance document, a new round of belt quantity procurement will be opened on September 24, next Tuesday At present, jifeitini in Qilu has passed the consistency evaluation In May this year, Zhengda Tianqing's "jifeitini tablet" also obtained the drug registration approval issued by the State Food and drug administration, and officially joined the market competition of this product Therefore, this round of bidding has become one of the original research manufacturers and domestic leading enterprises The climax of the battle As the 4 + 7 cities that did not participate in the volume purchase, Fujian and Hebei all carried out the 4 + 7 bid winning result, that is, AstraZeneca's gefitinib has won the bid in these places, further consolidating its market position This round of bidding for belt quantity procurement has become a battle for the rest of the country's market According to the previously announced purchase volume, the purchase volume of 4 + 7 is 491500 pieces, while the basic purchase volume after the national bid expansion is 8197500 pieces If one of them wins the bid, the purchase volume will reach 4099500 pieces, more than 8 times of the agreed purchase volume of 4 + 7; if two of them win the bid, the purchase volume will be 4918600 pieces, 10 times of the purchase volume of 4 + 7; if three of them, the purchase volume will be 5738400 pieces, nearly 12 times of the 4 + 7 quantity In the last round of belt purchase, AstraZeneca won the bid with a decrease of 76%, which shows its determination to acquire this variety Now, under the condition of large-scale expansion of this variety, its competition will also be heated If this time with volume, AstraZeneca is still a strong man with a strangled price cut, Qilu and Zhengda Tianqing, who joined the battle group, will still lose most of the market in this product According to the rules of centralized mining, although three companies can win the bid, those with low price can choose the winning area first Even if the price is the same, AstraZeneca has the right to choose the winning area first This is to occupy AstraZeneca, the market leader After picking and choosing, there is not much room for domestic enterprises If it is Zhengda Tianqing or Qilu with more price cuts, it can seize most of the shares, especially Zhengda Tianqing In 4 + 7, entecavir won the bid at 0.62 yuan per piece, with a price cut of more than 90% As the latecomer who joined the competition in May this year, Zhengda Tianqing may again give the market a staggering price, so AstraZeneca will not lose too many markets Of course, for the medical insurance department, it is not important that AstraZeneca, Qilu and Zhengda Tianqing win the bid What is important is that the medical insurance department has greatly reduced the medical insurance expenditure through centralized procurement, and the patients have also benefited However, for domestic pharmaceutical enterprises, it may become a precise market strike - they have lost important varieties in important market fields, which brings about the question that the industry must consider: how will domestic enterprises seize the market when foreign pharmaceutical enterprises reduce their prices substantially? What is the competitive advantage? This time, the adjustment of gefitinitzsche's purchase volume has undoubtedly reduced the degree of white hot competition in volume purchase For domestic enterprises, if AstraZeneca wins the bid at a large price cut this time, domestic pharmaceutical enterprises will still have some market space for development.