The seventh batch of nationally picked these varieties has met the conditions

01 Many large varieties have met the conditions

01 Many large varieties have met the conditions

On October 30, Beijing will implement the results of the fifth batch of centralized procurement
.

With the announcement of the implementation time of the fifth batch of centralized procurement in Beijing, the implementation time of the fifth batch of national procurement has been confirmed

Cyberlane inquired about the work schedule of the sixth batch of national procurement (specialized insulin procurement) released by the Joint Procurement Office and found that the centralized procurement of insulin has completed the reporting by medical institutions and will enter the next stage
.

Along with the normalization of the sixth batch of national procurement (special collection of insulin), a review of the WeChat public account "Yao Chunqiu" found that as of October 28, there is a high probability that another batch of drugs will enter the seventh batch of national procurement
.

Including Erlotinib Hydrochloride Tablets, Afatinib Maleate Tablets, Methylprednisolone Sodium Succinate for Injection, Irinotecan Hydrochloride Injection, Sunitinib Malate Capsules, Fosapitan Dicapsulate for Injection Amine, nedaplatin for injection, temozolomide for injection, raltitrexed for injection, lenvatinib mesylate capsules
.

Image source: WeChat public account "Yao Chunqiu"

02 Enterprise competition is fierce

02 Enterprise competition is fierce

From the above list, it can be seen that the competitive landscape of these drugs has become very fierce.
There are more than 3 companies that have reviewed drugs, and there are even 8 afatinib maleate tablets
.

The varieties with the largest number of competing companies are: afatinib maleate tablets (8 companies), erlotinib hydrochloride tablets (7 companies), methylprednisolone sodium succinate for injection (6 companies), and irinotecan hydrochloride injection Liquid (6 companies)

Afatinib maleate tablets entered the national medical insurance catalogue through medical insurance negotiations in 2018.
According to data from Meinenet, its terminal sales in public medical institutions rose sharply in 2019, exceeding 200 million, with a growth rate of 2148.
36%
.

The growth rate of 2021H1 slows down, but sales are close to the whole year of last year

At present, in addition to the original Boehringer Ingelheim, there are 7 companies that have been reviewed by Hausen, Kelun, Qilu, Yangtze River, Chia Tai Tianqing, Jiangxi Shanxiang, and CSPC Ouyi
.

It is worth noting that in the evaluated specifications, Yangtze River Pharmaceutical has the same as the original Boehringer Ingelheim, with 20mg, 30mg, 40mg, and 50mg

In 2020, the total sales of erlotinib tablets in public medical institutions and physical pharmacies in cities in China will exceed 300 million yuan
.

In addition to the original Roche, there are 6 companies that have been reviewed by Hausen, Kelun, Xinlitai, Suzhou Terui, Nanjing Youke, and Shanghai Chuangnuo

Methylprednisolone sodium succinate for injection ranked first among the top 20 public medical institutions' terminal systemic corticosteroid products in 2019, with sales of more than 2.
3 billion yuan, and the growth rate in the past three years has exceeded 10%
.

There are already 6 companies that have been evaluated, namely Tianjin Jinyao, Sinopharm Rongsheng, Chongqing Winbond, Nanguang Chemical, and Haisco Pharmaceuticals, and Pfizer is the original researcher

The size of irinotecan hydrochloride injection in the terminal market of China's public medical institutions in 2020 is 700 million yuan
.

There are 6 reviewed companies, namely Qilu, Hengrui, Hainan Jinrui, Shanghai Chuangnuo, Sichuan Huiyu, the original research is Pfizer, Pfizer still has the most complete specifications, respectively: 2ml: 40mg, 5ml: 0.

Looking back at the five rounds of national sourcing, in the fifth batch of centralized sourcing, up to 10 companies have been allowed to be selected.
As more and more varieties meet the rules, it can be foreseen that by the seventh batch of national sourcing, the competition among relevant enterprises will become more severe
.

03 The key to oncology drugs is to accelerate innovation

03 The key to oncology drugs is to accelerate innovation

With the normalization of policies such as volume procurement, a large number of oncology drugs have long been imported into the country
.

According to "Yao Chunqiu" statistics, "five batches and six rounds" national procurement included 19 tumor drugs

According to previous reports by "China Business Intelligence Network", according to the forecast of new cancer cases in China, the number of new cancer cases in China is expected to reach 4.
60 million in 2021, accounting for 23.
6% of new cancer cases worldwide
.
The increase in the number of cancer patients has promoted the rapid development of China's anti-tumor drug market
.

The Chinese anti-tumor drug market has been showing a steady growth trend in recent years
.
From 2016 to 2020, the market size of anti-tumor drugs has increased from 125 billion yuan to 207.
4 billion yuan, and its market share has also increased from 9.
4% to 12.
1%
.
In the next few years, China's anti-tumor drugs will show a rapid upward trend.
It is expected that its market size will reach 240.
6 billion in 2021, and the market share of anti-tumor drugs will reach 13.
2%
.

Previously, the National Health Commission issued the "Administrative Measures for the Clinical Application of Anti-tumor Drugs (Draft for Comment)", clarifying that innovative drugs with obvious clinical advantages, high safety, or urgent clinical needs, irreplaceable, should be included in the anti-tumor drug supply catalog in a timely manner
.
This is also believed by the industry to put forward higher requirements for the development of anti-tumor drugs
.

Centralized procurement stirs up the market of hundreds of billions.
In addition to price cuts for a large number of drugs, it is more important to accelerate innovation
.
For related companies, the challenge never stops
.