Forecast of the seventh batch of centralized procurement of anti-tumor drugs! Over 4 billion market

The sixth batch of centralized procurement (special insulin project) will be opened this Friday, and the seventh batch of centralized procurement will soon be put on the agenda
.
As one of the popular categories of centralized procurement, anti-tumor drugs have 10 generic drugs that meet the national centralized procurement requirements.
In 2020, the total terminal sales of public medical institutions in China will exceed 4.
4 billion yuan
.
Qilu Pharmaceutical, Chia Tai Tianqing, and Hausen Pharmaceuticals involved the largest number of over-reviewed products; afatinib, lenvatinib, irinotecan, sunitinib and other over-rated companies reached 5 or more
.
The 100 billion anti-tumor drug market continues to expand! The imitation game intensifies.
The latest data from Minai.
com shows that in 2020, the terminal sales of anti-tumor drugs in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (Chinese public medical institutions) will exceed 100 billion yuan, a year-on-year increase 10.
69%; 2021H1 sales exceeded 57 billion yuan, a year-on-year increase of 17.
74%
.
Chemical sales of terminal antineoplastic drugs in public medical institutions in China (unit: 10,000 yuan) Source: Minet.
com.
Chinese public medical institutions terminal competition pattern.
Anti-tumor drugs are a big cake in the current domestic drug market.
Red sea competition has gradually spread to anti-tumor drugs.
Various segments of the market
.
On November 19, CDE officially issued the "Guiding Principles for Clinical Research and Development of Anti-tumor Drugs Oriented by Clinical Value", which puts forward higher requirements for the research and development of domestic anti-tumor drugs
.
Generic anti-tumor drugs are also constantly facing the challenge of centralized procurement.
The first batch of centralized procurement included three major varieties including gefitinib, imatinib and pemetrexed.
The second and third batches each have 2 anti-tumor drugs, the fourth batch has 3 anti-tumor drugs, and the fifth batch of collectively collected anti-tumor drugs rises to 6
.
A total of 16 generic drugs have been included in the national centralized procurement of anti-tumor drugs
.
National centralized procurement of anti-tumor drugs As the first batch of centralized procurement varieties, the market size of gefitinib and imatinib began to decline after the implementation of centralized procurement.
The cumulative sales of gefitinib in 2019-2021H1 declined by more than 50%.
The cumulative sales of martinib have fallen by nearly 25%, and the sales of pemetrexed have been relatively less affected by centralized procurement.

.
Overall, among the anti-tumor drugs, the post-collection market for generic drugs is in a downward trend, while innovative drugs are successively launched and increased in volume, driving the upward development of the entire anti-tumor drug market
.
On the other hand, with the rapid growth of the anti-tumor drug innovative drug market, the living space of generic drugs will be further squeezed
.
10 varieties meet the requirements for centralized procurement, Qilu, Zhengda Tianqing Baping.
Up to now, 10 anti-tumor drugs have met the requirements for centralized procurement by the country (3 over-reviewed/2 over-reviewed + 1 original research)
.
The total terminal sales of 10 generic drugs involved in China's public medical institutions in 2020 will exceed 4.
4 billion yuan
.
Among them, sales of 8 drugs exceeded 100 million yuan, and sales of irinotecan injections reached 1.
712 billion yuan
.
Sources of anti-tumor drugs that meet the requirements of the national centralized procurement: From the perspective of the competition pattern, the Minetin database shows that there are as many as 7 companies that have reviewed afatinib maleate tablets, and a 7+1 competition pattern has been formed; Erlotinib hydrochloride tablets There are 6 over-rated companies, including 5 over-rated companies in 3 varieties, including lenvatinib mesylate capsules, irinotecan hydrochloride injection, and sunitinib malate capsules
.
These varieties may be the focus of collection
.
If these varieties are successfully included in the collection, more companies will be reviewed before the bid opening day, and competition will become increasingly fierce
.
In terms of the number of over-reviewed companies, Qilu Pharmaceutical, Chia Tai Tianqing, and Hausen Pharmaceutical involve the largest number of over-reviewed products
.
Among the 10 anti-tumor drugs, Qilu Pharmaceutical has been reviewed for 7 varieties, which is worthy of being the "King of Volume"; Chia Tai Tianqing has been reviewed for 5 varieties, of which tinib drugs account for 4; Hausen Pharmaceuticals Four varieties have been reviewed, and two companies, Kelun Pharmaceutical and CSPC, have each reviewed three varieties.

.
Yangtze River, New Era, Osaikang.
.
.
16 companies sprint for anti-cancer drugs that meet the national centralized procurement requirements.
Source: Meinnet.
com MED2.
0 China Drug Evaluation Database Among the 10 anti-tumor drugs that meet the national centralized procurement requirements , There are 16 companies under review for consistency evaluation (excluding other companies under review)
.
Some varieties are still waiting for evaluation by many companies, and there are also varieties with a good competitive landscape that no one cares about
.
Among the varieties with 5 or more companies that have been reviewed, with the exception of sunitinib malate capsules, the remaining 4 varieties are still under review according to the new registration classification
.
Wherein imatinib mesylate Lun cutting through the capsule to be as many as eight business assessment, including YangtzeRiver Pharmaceutical, CSPC, Cologne medicine, Aosai Kang, Dunlop like medicine
.
There are only 2 companies that have been evaluated in 3 varieties, including Dasatinib tablets, Vinorelbine tartrate injection, and Trifluridine tepipyrimidine tablets
.
Except for the new era pharmaceutical industry's dasatinib tablets, which are under review, no new companies have applied for production of vinorelbine tartrate injection and trifluridine tepipyrimidine tablets
.
It is worth noting that although there are many heavy varieties of the 10 anti-tumor drugs, most of the products have been approved for marketing in the past three years, and the market is still in the development stage
.
If these varieties are included in centralized sourcing, it will be difficult for the market size to grow further, but it will help companies with low market share to quickly seize the market
.
Therefore, companies that have not yet passed the evaluation should speed up and strive to pass the evaluation as soon as possible to avoid missed collections
.
For companies interested in sharing the market, it is recommended to avoid "Red Sea" varieties and choose varieties with a good competitive landscape
.
Source: Minet.
com database.
Statistics are as of November 22.
If there are any omissions, please correct me!