There is not much time left for insulin!

Once upon a time, whenever the Chinese men’s football internationals were fighting on the court in the World Cup qualifiers, but the score was always bloody behind, I would always recall the meaningful words of the host of "Football Night", Liu Jianhong.
:

-There is not much time left for the Chinese men's football team
.

But today, there is not much time left for insulin companies!

After five batches and six rounds of national procurement, they finally set their sights on insulin
.

There are always some illusions in this world that are dangerous
.

In January 2020, Wuhan City will test water for the special purchase of insulin, mainly second and third generation insulins, with a total purchase amount of 1,705,690, including a number of large varieties with annual sales of over 1 billion yuan, Sanofi and Gansu.
A total of 7 groups of companies including Li and Tonghua Dongbao participated in the negotiation
.

This has also laid a solid foundation and foreshadowing for the next step of national insulin special procurement
.

After all, insulin is different from other drugs, and different specifications and types are very different
.

Therefore, on August 18, the insulin consultation draft, in terms of the scope of procurement and grouping, competition was carried out with "company name + generic name" as the bidding unit, and the second- and third-generation insulins were divided into quick-acting, basic and pre-mixed insulins.
There are 3 groups, a total of 6 groups, and the companies in the same group offer fair competition
.

The opinion draft requires that products of the same enterprise with the same generic name and different product names shall be regarded as one bidding unit, and the quotations shall be the same
.

Basically, on the premise of distinguishing basic medication methods and respecting the actual medications used by doctors and patients, all that can be combined are combined
.

Some companies may even pretend to be innocent and ask, is it reasonable to do so? I just want to say a word:

——I thought I was Dou E when I entered, and basically all of them were lunatics after I came out!

Data show that in 2019, about 463 million people in the 20-79-year-old population worldwide have diabetes
.

With reference to the market development history of developed countries, the domestic market still has great potential for development
.

This potential is the driving force for the special procurement of insulin
.

According to the insulin opinion draft issued by 818, we must insist on starting from clinical needs, respect the choice of medical institutions, and specify the generic name (various brands) when reporting the amount, and the medical institution will choose the amount according to the needs and specifications
.

In the past, the reported volume was the reported stock
.

After all, there is a foundation for the stock, and the demand for the next year will be relatively virtual
.

Fortunately, the opinion draft also clarified the logical relationship between quoted volume and price
.

In terms of basic volume, “the first-ranked company is based on 100% of the reported volume by the medical institution, the other A-selected companies are charged with 80% of the reported volume, and the B-selected companies are charged with 80% of the reported volume.
The selected enterprises in Category C shall carry 50% of the reported volume
.

In terms of increments, the plan stipulates that “medical institutions will allocate 30% of the reported volume of selected companies in category C to any type A company as an increase
.

To put it bluntly, after going around such a big circle, it is still encouraged to enter the A category to grab more stock and increase.
If you can't enter the A category, you must at least try to get into the B category.
If you can't enter A, you cannot enter B.
Unfortunately, you enter C.
Basically it means that only the quantity and price will fall, keeping some in stock, and the other quantities are basically:

-Boundless merits
.

"Insulin, as a protein biological macromolecule, has a unique complex tertiary structure.
Even if different analogues have the same amino acid sequence (primary structure), their different twisting and folding methods will also form a kaleidoscopic spatial structure, so it cannot be done.
It can only be similar until it is completely replicated
.
Therefore, the insulin production processes and prescriptions of different manufacturers are very different, and it is difficult to ensure consistency
.
"

Therefore, according to the requirements of the draft for comments, the medical institution shall independently select the allocation amount according to the needs and specifications
.

How to choose clinically?

Is it to choose the original research of high quality and high price (for the time being)? Or choose generic drugs that benefit the country and the people?

But for enterprises, all roads do not necessarily lead to Rome, but all roads must lead to toll booths
.
Only a price reduction is the last word
.

In the context of special insulin procurement, centralized insulin procurement is obviously a historic opportunity and opportunity for those domestic brands with certain technical strength and relatively stable and mature production lines
.

After centralized procurement, domestic companies can use their advantages in price and cost to compete with foreign pharmaceutical companies, and finally realize domestic substitution under the comprehensive role of national policy guidance, social capital support, and stable production lines
.

On January 22 this year, the General Office of the State Council issued the "Opinions on Promoting the Normalized and Institutionalized Development of Centralized and Volumetric Procurement of Drugs", arranging and deploying and putting forward work requirements for promoting the normalized and institutionalized development of the national centralized and volumetric procurement of drugs.

.
Based on the subsequent voices, "The inclusion of biosimilar drugs in centralized procurement, including large varieties of Chinese patent medicines, is an institutional requirement, but the rules are more optimized, more targeted, and the quality is more in line with the drug itself.
Properties"
.

Replacement and upgrade, let conscience enterprises live better! It is not only the expectation but also the trend
.

Therefore, for the insulin that has been specially purchased, the only way to go is steady and far, otherwise it will go all the way (GUN)
.

Reference materials: "Gaohe Investment: Analysis of the Impact of Insulin Entry into the National Special Collection"