The seventh batch of nationally collected varieties has met the conditions (list attached)

Although the seventh batch of national sourcing has not yet arrived, a large number of varieties have met the requirements of national sourcing, and the competition among pharmaceutical companies is still fierce

01A batch of large varieties has met the conditions

The bid opening time (November 26) for the sixth batch of National Procurement (Insulin Special) has been set, and a new round of price war is about to start

National procurement and other policies have extensively affected the pharmaceutical market.

Zhongtai Securities believes that compared with the centralized procurement of chemical drugs, the sixth batch of national procurement (special insulin projects) has mild centralized procurement rules and greatly improved the selection rate, avoiding substantial or even malicious price cuts, and giving enterprises reasonable profits; on the other hand, imports and Domestically produced products compete on the same platform, and in the face of a unified highest effective declaration price, imported products face greater pressure to reduce prices

Regardless of whether the first five rounds of National Procurement has already handed over the answer sheet or the sixth batch of National Procurement (Insulin Special) is about to be released, the pharmaceutical market has been deeply affected, and it has also helped patients truly profit

According to the WeChat public account "Yao Chunqiu", some products of antibacterial drugs currently meet the conditions for entering the seventh batch of national procurement (only based on the competition pattern of enterprises ≥ 3, and other factors such as patents have not been considered for the time being)

Image source: WeChat public account "Yao Chunqiu"

02 More than pharmaceutical companies are expected to pass the review

Among the varieties of antibacterial drugs that meet the seventh batch of national procurement requirements, some drugs have not yet been reviewed by companies, but it is expected that the number of companies that will be reviewed has reached 3 or more, and many pharmaceutical companies are expected to collectively cross the line for review.

Take cefoperazone sodium and sulbactam sodium as an example.

The most competitive cephalosporin product is cefminox sodium.

In recent years, national supervision has been continuously strengthened, and China's antibacterial market has shown a slight weakness.

From the overall perspective of sales, although the sales data of cephalosporin products are showing a downward trend, they still account for nearly 10 billion market.

In addition, piperacillin sodium, tazobactam sodium and amoxicillin clavulanate potassium are also expected to be included in the seventh batch of national sourcing products.

According to data from Minai.

In 2019, the sales of amoxicillin and clavulanate potassium in Chinese public medical institutions exceeded 6 billion yuan.

03Volume- price linkage is still the core of centralized procurement

The normalization of policies such as national sourcing and mass-purchasing, and the issue of contract renewals for the first few batches of national sourcing drugs have also followed, and the industry's competitive landscape is expected to be reshaped

Cyberlan's inquiry from Huazhao Medical Network found that many provinces have issued notices for the renewal of national procurement contracts, such as:

On November 19, the Inner Mongolia Autonomous Region Pharmaceutical Purchasing Network issued the "Notice on Announcement of the Renewal Results of the Second Procurement Year for Selected Species Selected by Inner Mongolia for the Third Batch of National Centralized Procurement", after consulting the renewal intentions of the drug selected companies with the original procurement cycle of 1 year , 22 drugs including omeprazole enteric-coated capsules have agreed to renew their supply

On November 19, the Jilin Provincial Public Resources Trading Center issued the "Notice on Doing a Good Job in the Renewal of the Third Batch of State-Organized Drug Centralized Procurement and Use of Pilot Contracts
.
"

Previously, the National Medical Insurance Administration issued the "Notice on Doing a Good Job in the Continuation of the Expiry of the National Organizational Drug Centralized Purchase Agreement", which mentioned the principle of "integration of recruitment and procurement, linkage of volume and price", and will adhere to the principle of volume procurement and classification.
Carry out continuation, strengthen credit and performance evaluation, improve supporting policies and strengthen contract performance supervision
.

Although relevant policies such as national procurement and volume procurement have finally achieved drug price reductions, while price reductions still need to ensure the supply of volume
.
With the occurrence of centralized procurement of drugs, pharmaceutical companies should also be vigilant, and volume-price linkage is still the core of centralized procurement
.

According to data from Meinenet, the market size of China's systemic antibacterial drugs will exceed 120 billion yuan in 2020, and antibacterial drugs are also popular in centralized procurement
.

In the context of the normalization of national procurement and the slowdown in sales growth in the antibacterial market, it is conceivable that relevant pharmaceutical companies will face no small test
.