The place has already moved, how far is the national procurement of proprietary Chinese medicines?

Due to the unique attributes of Chinese patent medicines, there is a big difference between the relevant rules of centralized procurement and chemical medicines.
It cannot follow the rule of "the cheaper the price, the more hopeful it will enter the centralized procurement" like chemical medicine
.
At present, the national procurement of Chinese patent medicines, which is widely concerned in the industry, has not yet arrived, but local actions have already taken place
.
On the evening of December 21, the 19 provinces and autonomous regions of China patented medicines collected bids and produced the results of the selection
.
A total of 97 companies and 111 products were selected this time, with a selection rate of 62%, an average drop of 42.
27%, and a high drop of 82.
63%
.
Overall, the decline was relatively mild
.
The products selected this time are all those with large clinical dosage and high purchase price, and the dosage forms are complete, including Shuanghuanglian oral liquid, Shenmai injection, Xuesaitong, Xueshuantong, Bailing, Ginkgo biloba and other varieties
.
Among them, Yunnan Botanical Pharmaceuticals and Sichuan Senke Pharmaceutical's Ginkgo biloba leaves both cut prices by more than 80%
.
The price has dropped from the original 20 yuan/box and 24 yuan/box to 3.
72 yuan/box and 4.
17 yuan/box respectively, and the price of each piece has dropped to about one cent
.
Since China launched the "4+7" centralized procurement pilot, it has now reached the sixth round, covering chemical drugs, insulin and other products, with an average drop of about 50%
.
Regarding the centralized procurement of proprietary Chinese medicines, it has previously been reported in the industry that it will be sooner or later that proprietary Chinese medicines will enter the country for procurement
.
On August 9 this year, the National Medical Insurance Bureau responded to the “Suggestion to Accelerate the Entry of Chinese Medicines and Formula Granules into Centralized Procurement" in a related reply, stating that it will work with relevant departments on the basis of improving the quality evaluation standards for Chinese patent medicines and formula granules.
, Adhere to quality first, take clinical demand as the orientation, start with high-priced and large-volume varieties, and scientifically and steadily promote the reform of centralized procurement of Chinese patent medicines and formula granules
.
With the development of the centralized procurement of proprietary Chinese medicines in the 19 provinces and autonomous regions, the industry generally believes that the national procurement of proprietary Chinese medicines will arrive in the near future
.
Kaiyuan Securities released a research report that, judging from the volume purchases of Chinese patent medicines that have already landed, the price of centralized procurement is not expected to drop off a cliff, but based on its cost, it ensures that Chinese medicine companies have a certain profit margin.

.
In addition, in terms of the scope of centralized procurement, branded Chinese medicine OTC has certain centralized procurement and hedging properties, and has a relatively high price maintenance capability
.
As for the impact of price cuts brought about by centralized procurement, relevant companies have also made preparations
.
For example, Kunyao Group stated on the investor interaction platform in September that the centralized procurement of Chinese patent medicines is the general trend, and in the short term it will bring a certain drop in the price of winning bids.
In the long run, this will help the development of Chinese patent medicine authentic medicinal materials.
And the improvement and construction of the quality standard system, and the acceleration of the survival of the fittest in the industry, are development opportunities for some companies
.
It is understood that in this local alliance, Kunyao Group’s Xuesaitong dripping pills (dropping pills, containing 5mg of panax notoginseng saponins, 300 pills) will be selected at 24.
38 yuan, a drop of more than 36%.
According to the proposed selection, the average price The price per pill is only 0.
08 yuan
.
For another example, on December 28th, Watson Pharmaceuticals stated in an institutional survey on the centralized procurement of Chinese patent medicines.
The procurement of the 19 provinces Chinese patent medicine alliance may exceed market expectations, but it is reasonable
.
At the same time, the 19 provinces of Hubei Province’s procurement of Chinese patent medicines in volume involves more provinces and covers a wider range of products, which has great guiding significance for the possible implementation of the national centralized procurement of Chinese patent medicines in the future.
See it as a microcosm of the national procurement of proprietary Chinese medicines in the future
.