The sixth batch of national mining in 6 provinces and cities will be implemented (list attached)

A large number of provinces have successively started the sixth batch of online declarations for national procurement, which will be implemented immediately

01 The sixth batch of national harvests will land immediately

On March 21, the Qinghai Provincial Drug Procurement Center issued the "Notice on Carrying out the Declaration of Selected Drugs for Centralized Drug Procurement (Insulin Special) organized by the State" (hereinafter referred to as the "Notice")
.

The "Notice" mentioned that the declaration enterprise must complete the confirmation of the distribution relationship before 17:00 on April 4, 2022
.

By convention, the selected results will be officially implemented soon after the company's distribution is completed.
The determination of the delivery time in Qinghai Province also makes the time for the centralized insulin procurement to be more clear
.

According to the work arrangement issued by the National Organization of Drug Joint Procurement Office on January 6, 2022, from May 2022, the results of the sixth batch of national centralized drug procurement (insulin special) will be officially implemented, and the specific implementation date is subject to the announcements issued by local governments
.

According to Cyber ​​Blue, Fujian, Guangdong, Shanghai, Gansu, Heilongjiang and other places have issued notices on the work of listing or online reporting of selected drugs from the sixth batch of nationally sourced (special insulin) drugs
.
According to past experience, when the official landing date, the selected products generally enter the purchasable state directly from 0:00 on the same day

Fujian

On March 18, the Fujian Provincial Joint Purchasing Center for Pharmaceuticals and Equipment issued the "Notice on Carrying out the Online Filing of Drugs Related to the Sixth Batch of Nationally Organized Centralized Drug Purchasing (Insulin Special)".
The product declaration time is from March 21 to 27, 2022
.
That is to say, starting today, Fujian Province has started the online reporting of the sixth batch of drugs related to centralized procurement (special insulin)

Guangdong

On March 17, the Guangdong Provincial Drug Trading Center issued a notice on the declaration and distribution relationship maintenance of the sixth batch of nationally organized centralized drug procurement (insulin special), and the distribution relationship maintenance work time will be from March 17 to March 31.

.

At the same time, Guangdong Province stipulates that the distribution relationship designation can be carried out after the registration of the selected drug takes effect
.
For the distribution and supply of medical institutions at or above the county level, the selected enterprise shall designate a distribution enterprise in the unit of prefecture and city; Each county (city, district) shall not exceed 5

The selected enterprises should ensure that the distribution of the selected drugs covers all medical institutions participating in drug procurement in the province
.

Although various provinces have successively carried out the work of hanging on the Internet, the regulations of each province are different - Guangdong Province stipulates that there shall be no more than 5 distribution companies for each product in each county (city, district); Shanghai has opened the channel of hanging on the Internet; Liaoning Province It is planned to start the implementation of the selection results in early May; Heilongjiang will be directly linked to the network according to the selection price
.

It is now the end of March, and there is only about a month left before the sixth batch of national harvests will land
.

02 The market reshuffle will start immediately

A total of 42 products from 11 pharmaceutical companies were selected in the sixth batch of Guocai (special insulin products)
.

The largest decrease was Eli Lilly's protamine zinc recombinant lispro insulin cable mix (25R), with a decrease of about 74%; the smallest decrease was about 40%; there were 27 varieties with a decrease of 40%-50%, a decrease of more than 50% have 15 varieties
.

In this centralized procurement, the decline of Gan Li is generally around 60%, Hisun has reached 67%, and Yifan and Tianmai are around 55%
.

According to CCTV news, there are 32,000 medical institutions participating in this round of national procurement, and the declared demand for centralized insulin procurement is about 200 million, involving an amount of nearly 17 billion yuan
.

Specifically, Novo Nordisk accounted for about 46%; Tonghua Dongbao accounted for about 18%; Eli Lilly Suzhou about 10%; Gan & Lee Pharmaceuticals about 9%; Sanofi about 8%
.

Judging from the results of the sixth batch of national procurement, the actual contracted procurement volume is about 14 billion yuan
.
According to data from Minet.

Insulin centralized procurement is about to land, and the market will undergo a major reshuffle
.

According to the 2021 performance report, Novo Nordisk’s total annual revenue was DKK 140.
8 billion, an increase of 11% year-on-year; among them, China’s revenue was DKK 16.
019 billion, an increase of 14% year-on-year, accounting for 11.
38% of Novo Nordisk’s global revenue
.
The reason for the growth of revenue in China is mainly due to the rapid increase of Victoza (liraglutide) after entering the medical insurance.

In this national procurement, domestic pharmaceutical companies have become the biggest winners
.
Tonghua Dongbao occupies the largest share of the second-generation insulin, with a total demand of 31.

Guosheng Securities pointed out in a research report that Tonghua Dongbao insulin glargine increased rapidly and the second-generation insulin grew steadily
.
In 2021, the revenue of Tonghua Dongbao insulin analogs (third generation) increased by more than 200% year-on-year.

When the results of the sixth batch of national procurement (insulin special projects) were announced, many professionals in the industry believed that after the start of centralized insulin procurement, the replacement of domestic brands could be promoted, and the market share of domestic enterprises was expected to further expand

Looking at it now, once the sixth batch of national procurement is implemented, changes in the insulin market will begin immediately