The seventh batch of nationally selected varieties meet the conditions (list attached)

There are another batch of large varieties of oncology drugs that meet the conditions, and the 100 billion market may usher in a big storm

01 A batch of drugs has met the conditions

The sixth batch of national procurement (special insulin projects) will open bids this Friday (November 26), and the fifth batch of national procurement has been fully implemented nationwide

According to the previous law of centralized procurement, the types of centralized procurement should meet the requirements of "2 or more over-rated enterprises + 1 original research"

This time, there are 10 varieties that meet the seventh batch of national collections, namely: afatinib oral regular-release dosage form, erlotinib oral regular-release dosage form, lenvatinib oral regular-release dosage form, irinotecan injection, Sunitinib oral regular-release dosage form, temozolomide injection, nedaplatin injection, dasatinib oral regular-release dosage form, vinorelbine injection, trifluridine tepipyrimine oral regular-release dosage form

Among the above-mentioned varieties, the most highly reviewed oral dosage form of afatinib is Boehringer Ingelheim.

The second is the oral regular-release dosage form of erlotinib.

Among them, the highest terminal sales of China's public medical institutions in 2020 is irinotecan injection, which has reached 1.

There are already 10 types of anti-tumor drugs that meet the requirements for centralized procurement.

The largest number of companies to be reviewed is lenvatinib mesylate.

Image source: WeChat public account "Minenet"

02 The 100 billion market may face challenges again

The Chinese anti-tumor drug market has been showing a steady growth trend in recent years

In the next few years, China's anti-tumor drugs will show a rapid upward trend.

In addition to the vast market, the government has also issued a series of policies to help the development of the anti-tumor drug market

On November 19, CDE officially issued the "Clinical Value-Oriented Anti-tumor Drug Clinical Research and Development Guidelines", which is also considered by the industry to put forward higher requirements for domestic anti-tumor drug research and development

In other words, in addition to the impact of centralized procurement, anti-tumor drugs are also facing the crisis of market drugs

According to data from Yaozhi.

Essence International Securities believes that the current domestic new drugs have problems such as excessive concentration of targets and congestion on the track.

In addition to national sources, there are also many anti-tumor drugs included in the medical insurance catalog, including apatinib mesylate, pyrrotinib maleate, and carrelizumab

Regarding this year’s medical insurance negotiations, Soochow Securities predicted in a research report that after this negotiation, Cinda’s PD1 annual treatment cost will be reduced to about 35,000 yuan, and the PD1 monoclonal antibodies of Hengrui and BeiGene will also have a high probability.
The annual treatment cost is reduced to about 35,000 yuan, and the price of Junshi PD1 monoclonal antibody may be reduced to less than 30,000 yuan
.

A variety of anti-tumor drugs have been included in the "List of Nominated Drugs Passed Preliminary Formal Examination for the 2021 National Medical Insurance Drug Catalog Adjustment" issued by the National Medical Insurance Administration
.

According to CCTV news, the results of the negotiations on the 2021 medical insurance catalogue will be announced at the end of this month
.
By then, the 100 billion market will usher in not only the impact of centralized procurement, but also pressure from many sources
.