Seven batches and eight rounds of national procurement communication meetings were held, and the forecasting rules were adjusted in three aspects

Today (December 23), the seventh batch of eight rounds of national volume procurement special communication meetings was organized in Shanghai.
This meeting is more about improving procurement rules.
Therefore, whether the new round of national volume procurement will be The adjustment of rules will be the biggest attraction
.
Prediction 1: Is 1+3 possible? Five batches and six rounds of national procurement of chemical medicines have always been based on 0+3 or 1+2 as the trigger mechanism.
Those that meet the relevant requirements can basically be used as an important option for national procurement or an important basis for entering centralized procurement, but not It means that it will definitely enter the national procurement
.
According to statistics from Yaorongyun and other data, the number of those who have reviewed the four companies has reached 70+, but according to the news disclosed by various parties, 1+3 may become the triggering clause of this national procurement
.
The author suddenly thinks that before the official promulgation of the contract renewal terms of Guocang, the industry has issued a draft for comment on the renewal of Guocai.
In this draft, it is specifically mentioned that 6 or more are relatively competitive varieties.
Based on previous logical judgments, three or more companies can constitute sufficient conditions for competition.
However, in this "Notice", six or more companies can only be listed as "competitive varieties", which is far from "sufficient competition.
" There is still a certain distance, and it can be seen that under the new situation, the concept of sufficient competition has undergone brand new changes
.
In the draft of Guocui’s contract renewal, it is worth noting that the varieties selected by five companies or less and the difference between them belong to the varieties that form a certain market competition pattern, but the formation of a certain market competition pattern does not mean that full competition has been formed.
After all, 6 Competitiveness and above are considered sufficient.
As for what is sufficient competition? According to this logic line, 10 companies should start with standard configuration
.
Although this draft of the National Mining Commission for soliciting opinions finally came to an end, it still aroused the author's sufficient vigilance
.
According to this inference, it is not impossible for the country to adopt 1+3 as a new trigger mechanism
.
Prediction 2: Is the comparable unit price ≤ RMB 0.
2 formally written into the clause? Five batches of six rounds of chemical medicines were purchased by the country, and the unit comparable price ≤ 0.
1 yuan has always been one of the rules for the selection.
In fact, the unit comparable price ≤ 0.
2 yuan has long become an internal consensus among relevant parties, but it has not been formally written into the state-owned document.
The 45 countries in Guangdong purchase renewed products, and the "comparable unit price" ≤ 0.
2000 yuan has become one of the selection rules
.
In fact, through local volume purchases (including contract renewals), we can basically see some clues of changes in national volume purchases, including the price adjustment of cephalexin in Guangdong in the early stage, including the difference between the Guangdong national procurement rules and the national procurement rules.
Some changes are Changes in typical procurement rules, including Shanghai and Hubei, do not have the operability to compare with Guocai.
Some changes are changes that the state allows local pilots to some extent, just like Guangdong's Guocai continuation policy
.
Under the background that Guoshui continued to strive for three stability, and under the background that volume purchases basically determined the normalization of price adjustments but should be gradual, the time was right to slightly increase the comparable prices of units
.
Prediction 3: Does the weight learn from the insulin program and cancel the delisting system for constituencies? Five batches and six rounds of national procurement of chemical medicines, the selection method adopted is based on the price from low to high, the relevant companies take turns to choose the area
.
The advantage is that it can ensure a relatively solid market operation, but the disadvantage is that it is easy to form a situation that guarantees supply is not timely
.
On the other hand, this special purchase of insulin showed an average drop of 48% and a highest drop of 74%.
Compared with the previous scenario where the price of national sources fell at least 52%-59% and the highest drop was 98%, the drop was much lower.
On the other hand, Almost all of the six major types of insulin, the second and third generations, can be selected.
Even a few foreign companies have reduced prices by 40%.
There is at least a certain stock (50%) in Group C.
After all, according to the rules, the right to choose the amount to be allocated It is handed over to medical institutions
.
Similarly, as a national procurement of chemical drugs, if we can refer to some of the terms of this special insulin procurement, on the basis of allowing multiple selections, multiple companies in the same province are allowed to share the market, and to a certain extent, the amount to be allocated will be returned to the medical institution.
, In fact, it can also ensure the balance of drug use in the market to the greatest extent, without destroying the structure of drug use
.
It may not be a good way to shift from the amount of the belt to the steady amount
.