The rise of domestic insulin after centralized procurement is imminent, and this field will also usher in an explosion

Following chemical drugs, biological drugs have also entered the scope of centralized procurement
.
Not long ago, the results of the sixth batch of insulin special projects that have received wide attention from the industry were released.
From the results, the average price reduction of domestic insulin is greater than that of imported products, and the number of varieties to be bid is also twice the number of imported varieties
.
The market generally believes that the rise of domestic insulin after centralized procurement is imminent, and the market structure of long-term monopoly by imported manufacturers is expected to be reshaped.
Under this background, the pharmaceutical equipment industry will also usher in opportunities
.
Pharmaceutical equipment (picture source: Pharmaceutical Network) After the centralized procurement, domestic insulin has accelerated the substitution of imported insulin.
The sixth batch of centralized insulin procurement has a total of 42 insulins in 6 categories and won the bid
.
Among them, the domestically selected products corresponded to 28, with an average decrease of 51%; the imported products corresponded to 14 with an average decrease of 45%
.
Judging from the results of price reductions, the overall price reduction of imported products is not as large as that of domestic products.
This also means that domestic products will have more development opportunities and is expected to accelerate the pace of import substitution
.
In terms of domestic bid-winning companies, Tonghua Dongbao, Ganli Pharmaceutical and other domestic insulin companies were selected with good results.
Among them, Tonghua Dongbao has 4 product specifications that have been selected, an average reduction of 41% compared to the price limit; Ganli Pharmaceutical has 6 product specifications It is proposed to be selected with an average reduction of 65% compared to the price limit; in addition, United Lab also has a 6-point product plan to win the bid
.
The market believes that the result of the insulin selection is better than expected, and the cost reduction effect is obvious.
It is expected to stimulate the competition pattern of China's insulin market, break the status quo of the monopoly of import manufacturers for many years, and also establish a good start for the subsequent development of other types of biopharmaceuticals
.
Tianfeng Securities also pointed out in the research report that the country's just-concluded insulin procurement has been implemented.
Domestic insulin companies such as Tonghua Dongbao, Ganli Pharmaceutical and other domestic insulin companies have achieved better results, and domestic substitution is expected to accelerate
.
From the perspective of market size, according to Meinenet data, the sales of terminal insulin and similar drugs in China's public medical institutions will be close to 27 billion yuan in 2020
.
Under the trend of accelerated import substitution of domestic insulin, the pattern of the 27 billion market will undoubtedly undergo tremendous changes.

.
The equipment industry will also usher in an explosion.
With the import substitution of domestic insulin becoming a trend, equipment manufacturers in the industry chain will also usher in an opportunity for an explosion
.
Take the second-generation recombinant human insulin as an example.
The production of this type of insulin requires a series of procedures such as fermentation, separation, purification, drying, and packaging; the production process of the third-generation insulin glargine includes the production of inclusion bodies, the purification of insulin, and the production of preparations.
, The equipment involved in the process is diverse and the process is complicated
.
Related equipment manufacturers need to make timely adjustments to meet the production needs of domestic insulin after the collection
.
The industry pointed out that whether it is a chemical or biological medicine, a challenge that is generally faced after winning the bid is the issue of capacity supply
.
Since the core concept of centralized procurement with volume is "price for volume", some manufacturers have successfully won the bid by reporting low prices, but they have to face cost pressure, and the amount of supply that needs to be completed may also be high, which is prone to supply Difficult risk
.
"In the field of biopharmaceuticals, the situation is even more special.
Because the process of biopharmaceuticals is complex, the pressure on production capacity and supply will be much greater than that of chemical drugs, and the risk will be higher
.
" Therefore, production capacity problems may hinder the centralized procurement and supply of biopharmaceuticals.
A big obstacle
.
In this context, upstream equipment manufacturers should target the "bottlenecks" of insulin manufacturers' production capacity and increase their research
.
In terms of production capacity, the layout of imported manufacturers is worthy of attention
.
In the case of Eli Lilly, which is actively participating in the centralized procurement, it is reported that in order to further satisfy the supply, Eli Lilly invested 2 billion in the construction of the Suzhou insulin filling plant as early as 2014, and introduced the introduction of insulin dispensing, filling, and testing.
The complete production line to the packaging can ensure continuous supply to the European and Chinese markets
.
Among the domestic manufacturers, such as Ganli Pharmaceutical Co.
, Ltd.
, already has one insulin raw material production line and two small-capacity injection sub-packing lines, which can ensure sufficient supply of raw materials and preparation products
.
In addition, the company continues to expand its production capacity.
The construction of the production base in Linyi, Shandong, with a total investment of 1.
7 billion yuan, is also proceeding smoothly as planned.
After being put into the market, it will meet the needs of more markets.

.
From the perspective of demand, insulin manufacturers will have more urgent needs for integrated, green, and automated high-end equipment, which is also the direction that related equipment companies should strive for
.
In addition, suppliers who can provide customers with integrated insulin solutions have more advantages than suppliers who provide a single device
.
In general, under the trend of "domestic substitution", not only the accelerated rise of domestic insulin manufacturers, but also a good opportunity for domestic equipment to accelerate the substitution of imported equipment
.
Domestic equipment companies should seize the opportunity, actively transform and upgrade, and help the domestic insulin industry develop more steadily
.