The eighth batch of large-scale variety games: Pfizer, Sanofi, AstraZeneca, Coron, Yangtze River, etc. compete for the 60 billion market!

Recently, the eighth batch of centralized procurement of drugs organized by the state has been officially put on the agenda
.

According to the eighth batch of centralized procurement information disclosed by the industry, the eighth batch of centralized procurement is planned to include 41 varieties (181 product specifications), and data from Minai.
com shows that the total sales of these 41 varieties in China's public medical institutions in 2021 will exceed 60 billion yuan, of which more than 20 are more than 1 billion large varieties, and piperacillin tazobactam injection leads with more than 8 billion yuan; The competition of 7 varieties is fierce, and the number of enterprises that meet the conditions reaches 10 or more
.

Among the multinational original research enterprises, Pfizer, Sanofi, Merck, Lundbeck, AstraZeneca, Eisai and other enterprises are listed, of which Pfizer has the largest number of products, and 3 varieties are to be included, with cefoperazone sulbactam injection and voriconazole injection having a high
market share.

According to the analysis of market experts, the eighth batch of centralized procurement injection varieties accounted for more than 60%, and there was no lack of well-known super large varieties; Moreover, the number of enterprises included in this collective procurement has increased to at least five, which will further increase the price reduction game between enterprises
.
At present, the national centralized procurement has entered a new stage of normalization and institutionalization, whether it is product price or supply security, the policy continues to become reasonable; With the continuous deepening of the reform of centralized procurement, the market has always paid close attention
to how the subsequent impact on the terminal will show new changes.

Five have been rated as thresholds

The competitive advantage of leading enterprises is highlighted

From the eighth batch of collective procurement variety catalogue disclosed by the industry, there are two main changes in this collective procurement: first, the inclusion threshold of varieties is from 3+1/4+0 to 4+1/5+0; Second, oral solution products are not in the
catalog.
The industry generally believes that the threshold for inclusion in the collective procurement catalogue has risen from 4 in the seventh batch of national procurement to at least 5, which also means that the more competitive or fierce
the enterprises participating in the bidding.

According to statistics, 27 of the 41 varieties in this variety catalog are injections, and the proportion of injections has reached more than
60%.
According to data from Minai.
com, injection is the main drug use route in China's public medical institutions, and the market has accounted for more than
50% for many years.
In 2021, the sales scale of terminal chemical injection in China's public medical institutions exceeded 600 billion yuan, a year-on-year increase of 10%.

Among them, piperacillin tazobactam injection led with more than 8 billion yuan, and the products of 4 companies have been evaluated; Cefoperazone sulbactam injection followed, with sales of nearly 7 billion yuan, and the number of evaluated companies has reached 7
.

In fact, if the seventh batch of insulin special procurement is not included, a total of 71 injections have been included in the six batches of collective procurement so far (in terms of the generic name, Palonosetron injection was included in the fifth and seventh batches), including pantoprazole injection, omeprazole injection, meropenem injection, ceftazidime injection, iodixanol injection, cefuroxime injection, docetaxel injection, edaravone injection and many other clinical varieties
.

From the perspective of enterprises, among domestic pharmaceutical companies, Kelun Pharmaceutical, Beite Pharmaceutical, Yangtze River Pharmaceutical, North China Pharmaceutical, Qilu Pharmaceutical, China Biopharmaceutical, Fosun Pharma and other enterprises involved in the number of injection varieties reached 5 or more; Among multinational companies, Pfizer, Sanofi, Tanabe Mitsubishi Pharmaceutical, etc.
have multiple injections listed
.

Industry analysts pointed out that collective procurement has always adhered to the focus on "large clinical dosage and high procurement amount" varieties, from hypertension, diabetes, digestive diseases, immune diseases and other common diseases and chronic diseases, the scope of the scope has gradually expanded to the field
of malignant tumors and other major diseases and rare diseases.
Experts said that injections are the largest proportion of systemic antibacterial drugs, as more and more injection products are evaluated or treated as over-evaluated, it is expected that more systemic antibacterial injections will be added to the centralized procurement camp in the future, and the market will be increasingly affected
.

Among the 41 varieties in the eighth batch, there are 10 domestic enterprises involving 5 or more evaluated varieties, in addition to Beite Pharmaceutical, Yangzijiang Pharmaceutical, Qilu Pharmaceutical, CSPC Pharmaceutical Group, China Biopharmaceutical, etc.
, Fosun Pharma, North China Pharmaceutical, China Resources Pharmaceutical, Lunan Pharmaceutical, etc
.
also have many evaluated varieties.

In addition, the entry threshold from the previous three with original research, to four with original research, and then to the upcoming eighth batch of national procurement requirements to include original research to five, varieties of enterprises that have passed the consistency evaluation of generic drugs will be shortlisted to participate in price competition in the future, and the advantages of head enterprises in the field of generic drugs will be further highlighted
.

Pfizer has the largest number of products

Three products made the list

In November 2018, the fifth meeting of the Central Committee for Comprehensively Deepening Reform deliberated and adopted the "Plan for Deepening the Reform of the Government Procurement System", and after more than three years of exploration and practice, a system
of volume procurement has been initially established.
At present, the national procurement rules with volume are gradually maturing, and the scope of procurement is "various drugs with large dosage, high amount and clinical necessity", and the main objectives are: 1) reducing drug prices; 2) Establish a drug price formation mechanism; 3) Promote medical reform and industrial supply-side reform
.

After three years, China has carried out seven batches and eight rounds of national centralized drug procurement, the scope of implementation has expanded from 11 cities to the whole country, the procurement content has expanded from oral dosage form to injection dosage form, from chemical drug to biological drug, and the variety, quantity, and degree of competition are constantly achieving breakthroughs
.
The rules of centralized procurement have also been continuously optimized, the quality supervision has been more rigorous, and the supply guarantee has been more stable, showing an overall trend of "price reduction, volume increase, and high quality
".

Under the background of centralized procurement, China's pharmaceutical industry has undergone great changes, and with it, multinational pharmaceutical companies have gradually increased their enthusiasm to participate in centralized procurement by adjusting their strategies and business strategies in China
.

Judging from the experience of seven national centralized procurement, the first round of multinational pharmaceutical companies belongs to the wait-and-see state; After the second round, some foreign-funded pharmaceutical companies adjusted significantly and began to actively participate in the recruitment and expansion of the scope and increase the range of
price reduction.
According to incomplete statistics, more than a dozen multinational pharmaceutical companies participated in the second round of volume procurement, of which 6 foreign companies performed well and 7 varieties were shortlisted
.
In the sixth batch of insulin national procurement, Chinese and foreign companies actively responded to the battle, and Novo Nordisk, Eli Lilly, Poland Baitong and Sanofi respectively have 7, 5, 3 and 2 products to win the bid
.

In the eighth batch of centralized procurement enterprises, there are more than 20 original pharmaceutical companies involved, and multinational enterprises such as Pfizer, Sanofi, Merck, Lundbeck, AstraZeneca, Eisai and other multinational companies are listed
.

Pfizer has 3 varieties to be included in the centralized procurement catalogue this time, with cefoperazone sulbactam injection and voriconazole injection having a higher
market share.
According to data from Minai.
com, the sales of terminal cefoperazone sulbactam injection in China's public medical institutions exceeded 6 billion yuan in 2020, with a year-on-year increase of nearly 6% in the first half of 2021, and Pfizer had the largest market share, more than 80%.

At present, the product has been evaluated
by 7 enterprises such as Suzhou Dongrui Pharmaceutical, Qiluanti Pharmaceutical, Suzhou Erye Pharmaceutical, and Hainan Herui Pharmaceutical.

According to industry analysts, only five companies are included in the collective procurement catalog, and the more companies participating in the bidding, the more competition or fiercer
it is.
However, it is good
for enterprises with large market share and cost advantage in original research and reference preparations.

According to the current comprehensive information, the quotation of about 30 days after the medical insurance statistical information, from the eighth batch of reporting statistics nodes, the eighth batch of quotations may be around mid-March to early April
.
The execution time is generally about four months after the quotation, and it is generally estimated that it will be executed
around July and August.
In the future, the new media center of "Medical Economic News" will continue to pay attention
to the quotation and winning stage of each product by enterprises.