Sales progress of the second batch of nationally sourced varieties

Recently, the author of this article published an article "Analysis of Sales Data of 4+7 Varieties", which analyzed the sales of 4+7 varieties two years after their launch, which attracted widespread attention
.

The second batch of national procurement was implemented in various provinces from April 1st to June 20th, 2020.
This article compares the sales of the second batch of national procurement from the start of implementation to the end of 2020 and the same period in 2019.
It is developed from three different dimensions: ①generic drugs vs.
original drugs, ②hospital sales vs.
pharmacy sales, and ③sales vs.
sales volume
.

A total of 77 pharmaceutical companies (including 3 foreign companies) with 32 generic names (including 3 original research drugs) won the bid for the second batch of volume purchases, with an average decrease of 53%
.

01 Overall market

1.
Hospital

1.
Sales

The sales of generic drugs involved in the second batch of national procurement in hospitals dropped from 18.
2 billion yuan in 2019 before the bidding to 13.
9 billion yuan in 2020, a drop of 24%, and the original research drugs dropped from 15.
7 billion yuan in 2019 to 2020.
Of 9.
7 billion yuan, a decrease of 38% (Figure 1).
Sales of original research drugs and generic drugs have both declined, and the patent cliff of original research drugs has appeared
.

2.
Sales volume

The sales volume of generic drugs involved in the second batch of national procurement in hospitals dropped from 6.
6 billion doses in 2019 before the bidding to 6.
3 billion doses in 2020, a decrease of 4%, and the original research drug dropped from 2.
524 billion doses in 2019 to 2020.
The annual 2.
5 billion doses decreased by 0.
83 (Figure 1).
The decline in sales of original research drugs due to the patent cliff is all expected, and the sales of generic drugs are cost-effective due to the dual effects of the original research alternatives and their own price reductions.
It should rise, but the result will not rise but fall.
One is because the implementation time for implementation is still short (only half a year) by the end of 2020.
The second is that although the epidemic has eased, the number of consultations has not fully recovered, and another period of observation is extended.
Sales volume growth will turn negative to positive
.

2.
Pharmacy

1.
Sales

The sales of generic drugs involved in the second batch of national procurement in pharmacies dropped from 3.
9 billion yuan in 2019 before the bidding to 3.
6 billion yuan in 2020, a drop of 8%, and the original research drug dropped from 2.
7 billion yuan in 2019 to 2020.
The year’s 2.
3 billion yuan, a drop of 14% (Figure 2)
.

2.
Sales volume

The sales volume of generic drugs involved in the second batch of national procurement in pharmacies dropped from 4.
6 billion doses in 2019 before the bidding to 4.
1 billion doses in 2020, a decrease of 9%, and the original research drugs rose from 960 million doses in 2019 to 2020.
990 million doses were removed in the year, an increase of 2.
9%
.

In pharmacies, both the sales and sales volume of generic drugs have declined.
In addition to the gradual spread due to the price linkage of national procurement, it is also related to the limited sales of respiratory medicines such as acetaminophen tablets and the lack of full recovery in outpatient clinics due to the epidemic
.

02 Specific varieties

1.
The second batch of generic drugs involved in national procurement

1.
Sales

The product with the largest increase in sales is Anrisentan, which has increased from 32 million yuan in 2019 to 52 million yuan in 2020, an increase of 64%
.

The second largest increase in sales was Abitron, which increased from 1.
15 billion yuan in 2019 before the bidding to 1.
26 billion yuan in 2020, an increase of 10%.
This variety is composed of three companies: Jiangxi Shanxiang, Chengdu Shengdi and Zhengda Tianqing Pharmaceutical companies won the bid with a decrease of 65%, 69% and 77% respectively
.

Fudosteine ​​had the largest decline in sales, which dropped from 400 million yuan in 2019 to 175 million yuan in 2020, a decrease of 56%.
The three pharmaceutical companies of Jiangsu Zhengda Fenghai, Sichuan Kelun and Yichang Dongyang Sunshine respectively We won the bid with 56%, 73% and 73%
.

The second largest decline was Tigio.
This product has not only a large decline, but also a large market before the bidding.
It has dropped from 3.
6 billion yuan in 2019 to 1.
6 billion yuan in 2020, a 54% decrease.
The two leading pharmaceutical companies Qilu and Hengrui won the bid with a 41% and 58% drop respectively
.

Before the second batch of national procurement bids, the largest market was paclitaxel for injection (albumin-bound type), which dropped from 6.
4 billion yuan in 2019 to 6.
2 billion yuan in 2020, a decrease of 2.
74%.
Three leading pharmaceutical companies, Hengrui, CSPC, and Celgene Corporation, the original foreign company, won the bids, with a decrease of 68%, 69%, and 52% respectively.
The Announcement on Suspension of Import, Sale and Use of Paclitaxel for Injection (Albumin-bound) by Celgene Corporation of the United States (No.
44 of 2020) issued by the Bureau suspended the sales of Paclitaxel for Injection (Albumin-bound) and won the bid The purchase volume is divided between Hengrui and CSPC
.

Before the second batch of national procurement, the second largest market size was Acarbose, which is also the product with the highest market share of oral hypoglycemic drugs in China.
It has dropped from 6.
1 billion yuan in 2019 to 3.
3 billion yuan in 2020.
46%, this variety was won the bid by Sichuan Luye and the original foreign company Bayer of Germany
.

2.
Sales volume

The largest increase in sales volume was abiraterone, which surged from 9 million doses in 2019 before the bidding to 21 million doses in 2020, an increase of 1.
33 times
.

The largest decline in sales volume was azithromycin.
Sales fell from 566 million doses in 2019 to 355 million doses in 2020, a decrease of 37%.
This variety is composed of Suzhou Erye, Zhejiang Zhongyi, Beijing Sihuan and CSPC Ouyi 4.
The home won the bid, and the declines were -72%, -73%, -76% and -78%
.

Before the second batch of national collection, the largest sales volume was Acarbose, which rose from 3.
43 billion doses in 2019 to 3.
76 billion doses in 2020, an increase of 10%
.

The second largest sales volume before the bidding was amoxicillin, which dropped from 2.
94 billion doses in 2019 to 2.
7 billion doses, a decrease of 8%.
Six companies in Enbei won the bid, with a drop of between 20% and 47%
.

Second, the original research drug

Next, we will analyze 16 original research drugs with relatively complete data
.

1.
Sales

According to statistics, the sales of the 16 original research drugs did not have a positive growth, and all of them declined, with a decline ranging between 6% ∽ 67%
.

The smallest decrease in sales was French Servier's Bipler (indapamide), which dropped from 51 million yuan in 2019 to 48 million yuan in 2020, a drop of 6%
.

The biggest decline in sales was UCB (Levocetirizine Hydrochloride) of Belgium UCB, which dropped from 9 million yuan in 2019 to 3 million yuan in 2020, a 67% drop
.

Before the second batch of national procurement, the two largest varieties on the market were Bayer.
In addition to the aforementioned Baitang apple, the other is Baifle (moxifloxacin hydrochloride), which was down from 2.
44 billion yuan before the bidding.
By 2020, 1.
58 billion yuan, a decrease of 35%, only these two varieties, Bayer has lost 2.
6 billion yuan due to the second batch of national sourcing
.

2.
Sales volume

Among the 16 original research drugs in the statistics, only 2 original research drugs have achieved an increase in sales.
Among them, Bayer's Baitangping has the largest increase, which has increased from 1.
54 billion doses in 2019 to 2.
18 billion doses in 2020.
Boehringer Ingelheim’s Mobic (meloxicam tablets) has increased by 41%, which has increased from 17 million doses in 2019 to 19 million doses in 2020, an increase of 12%
.

The sales of the remaining 14 original research drugs have declined to varying degrees.
Among them, UCB's Youze (Levocetirizine Hydrochloride) has the largest decline, which has dropped from 2 million doses in 2019 to 1 million doses in 2020.
A decrease of 50%
.

The second batch of nationally sourced varieties, compared with 2019, in terms of sales, generic drugs and original research drugs have declined in hospitals and pharmacies, while in terms of sales volume, generic drugs have not risen but declined.