The seventh batch of national procurement was opened: 58 drugs, nearly half of which were injections

On February 17, Shanghai Sunshine Pharmaceutical Purchasing Network issued the "Notice on Carrying out the Seventh Batch of Nationally Organized Centralized Drug Purchasing Related Drug Information Reporting Work" (referred to as the "Notice"), which clearly stated that from February 18, 2022, the The Procurement Office carried out the seventh batch of drug information reporting work related to centralized drug procurement organized by the state
.
This also means that the seventh batch of national mining is officially opened
.
Judging from the "Notice", this national procurement involves a total of 58 drug varieties and 208 specifications, involving more than 220 companies, including Qilu Pharmaceutical, Kelun Pharmaceutical, Yangzijiang Pharmaceutical, Chia Tai Tianqing and other local pharmaceutical companies.
It also involves multinational pharmaceutical companies such as Pfizer, Roche, and Novartis
.
From the point of view of the highlights, there are 18 large varieties with market sales exceeding 100 million yuan, such as omeprazole injection, metoprolol sustained-release dosage form, and meropenem injection.
The therapeutic areas involved include cardiovascular and cerebrovascular diseases.
, nervous system, diabetes,
etc.
In addition, among the 58 drugs, 27 are injections, accounting for nearly half, including omeprazole injection, cefmetazole injection, cefminox injection, bromhexine injection, edaravone injection, methylprednisolone injection, Tigecycline injection, irinotecan injection, clindamycin injection, meropenem injection, octreotide injection, zoledronic acid injection,
etc.
In this regard, Sinolink Securities believes that the national centralized procurement has begun to explore the centralized procurement of injections from the fourth batch.
With the advancement of the consistency evaluation of injections, injections and oral dosage forms will become equal in the face of the centralized procurement policy
.
According to industry analysis, it is expected that the competition in this centralized procurement will be fierce, because the number of over-reviewed companies for some products has reached more than 10, such as omeprazole injection, nifedipine sustained-release/controlled-release dosage forms, propofol Norfovir oral normal-release dosage form, clindamycin phosphate injection, cefixime oral normal-release dosage form,
etc.
Relevant securities sources said that from the perspective of competition, the competition for omeprazole injection among the large varieties is fierce.
The number of companies that have reviewed this variety of generic drugs has reached as high as 24, and there are also 13 companies of nifedipine sustained-release/controlled-release dosage forms.
product reviews
.
According to Sinolink Securities, more than 10 companies have also reviewed related generic drugs for tenofovir alafenamide oral normal-release dosage forms, clindamycin phosphate injections, and cefixime oral normal-release dosage forms.

.
Judging from the enterprises with a large number of shortlisted varieties in this centralized procurement, domestic pharmaceutical companies such as Qilu Pharmaceutical have a total of afatinib maleate tablets, aripiprazole orally disintegrating tablets, tenofovir fumarate alafenamide tablets, etc.
13 varieties were included in the report, and Kelun Pharmaceutical also has 13 varieties shortlisted this time, including afatinib maleate tablets, omeprazole sodium for injection, oseltamivir phosphate capsules,
etc.
According to statistics from Sinolink Securities, the local companies that have included 5 or more types of reports in the collection also include Yangzijiang Pharmaceutical, Chia Tai Tianqing, CSPC, Chengdu Better, Jiangsu Hansen, Luoxin Pharmaceutical, and Chengdu Yuan.
East, Jiangsu Osaikang, Hengrui Medicine,
etc.
Among multinational pharmaceutical companies, Pfizer has 5 shortlisted products, and Roche and Novartis have 4
.
As far as the decline in this national procurement is concerned, China Merchants Securities predicts that the average price decline of the seventh batch of national procurement is similar to the previous rounds
.
China National Financial Securities stated that the first six batches of the national centralized procurement involved 234 drug varieties, plus the seventh batch of 58 varieties reported in the centralized procurement, the national centralized procurement involved a total of 292 varieties
.
Taking into account the normalized twice-a-year national centralized procurement, and the supplement of provincial centralized procurement to the national centralized procurement, the expansion target of centralized drug procurement is to achieve an average coverage of more than 350 drug varieties per province by the end of 2022, which is in line with the expected
.
According to the previous progress of national procurement, it is expected that the rule documents for the seventh batch of national procurement will also be announced, and the on-site quotation time is getting closer and closer
.
The industry predicts that the seventh batch of documents related to national procurement will be issued in March this year, and the official quotation, bid opening and selection of the supply market will be made in April and May, and the implementation may be carried out in June and July
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.