Forecast of the seventh batch of centralized procurement of anti-tumor drugs! Who are you most looking forward to for the 10 varieties in the 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

The 100 billion anti-tumor drug market continues to expand! Increasing imitation game

The latest data from Menet.

Chemical sales of terminal anti-tumor drugs in public medical institutions in China (unit: ten thousand yuan)

Source: Mi Nei.

Anti-tumor drugs are currently a big cake in the domestic drug market, and Red Sea competition has gradually spread to various segments of the anti-tumor drug 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 development of domestic anti-tumor drugs

Generic anti-tumor drugs are also constantly facing the challenge of centralized procurement.

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.

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

10 varieties meet the requirements of centralized procurement, Qilu, Zhengda Tianqing Baping

Up to now, 10 types of anti-tumor drugs have met the national centralized procurement requirements (3 over-evaluated/2 over-evaluated+1 original research)

The total terminal sales of 10 generic drugs involved in China's public medical institutions in 2020 will exceed 4.

Anti-tumor drugs that meet the requirements of national centralized procurement

Source: Mi Nei Net Database

From the perspective of competition, there are as many as 7 companies that have been reviewed for afatinib maleate tablets, and a 7+1 competition pattern has been formed; there are 6 companies that have been reviewed for erlotinib hydrochloride tablets, and lenvatinib mesylate has been reviewed.

If these varieties are successfully included in the centralized procurement, more companies will be reviewed before the bid opening day, and the competition will become increasingly fierce

Judging from 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 Pharmaceuticals has been reviewed in 7 varieties, which is worthy of being the "King of Volume"; Chia Tai Tianqing has been reviewed in 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.

Source: Meinenet MED2.
0 Chinese Drug Evaluation Database

Among the 10 anti-tumor drugs that meet the national centralized procurement requirements, 16 companies are under review for consistency evaluation (excluding those that have been reviewed and other products 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!