Up to 800%!

Among the five batches of national centralized procurement, the sales of many varieties have increased significantly, up to 800%

01

Nationally sourced varieties, sales increase by over 800%

Since 2018, the national centralized procurement has reached the fifth batch, with more than 200 drugs included.

According to statistics from the WeChat public account "Yao Chunqiu", 4 nationally sourced varieties entered the ranking of the top 50 domestic annual growth varieties, namely: Engligliflozin tablets, Olanzapine orally disintegrating tablets, and Tofacitib citrate tablets.

Englegliflozin film (enter the fourth batch of national procurement in February 2021)

The sales scale in 2019 will be 141.

The 2019 financial report of Boehringer Ingelheim and Eli Lilly showed that the net global sales of Engelia reached US$3.

According to the Insight database, during the medical insurance negotiations in 2019, the price of Enpagliflozin was reduced to enter the medical insurance.

Cyberlan inquired about the data from the State Food and Drug Administration, and there are 8 data related to Enpagliflozin tablets

Among them, Jiangsu Hausen, Sichuan Kelun, Chia Tai Tianqing and Jiangsu Wanbang's Engelegin films have all entered the fourth batch of national purchases

The fourth round of centralized procurement, on December 25, 2020, the Shanghai Sunshine Pharmaceutical Purchasing Website officially announced that on February 8, 2021, the final selection results of the fourth batch of national procurement will be announced, and the fourth batch of national procurement results will basically be implemented nationwide in June

Olanzapine orally disintegrating tablets (enter the third batch of national procurement in August 2020)

The sales scale has increased from RMB 227.

Olanzapine orally disintegrating tablets are mainly used for the treatment of schizophrenia.

Cyberlan checked the data of the National Food and Drug Administration and found that there were 44 pieces of information related to olanzapine, and well-known pharmaceutical companies such as Qilu and Kelun Dongyang were deployed one after another

In the third batch of national procurement, the selected companies for olanzapine orally disintegrating tablets are Qilu (5mg*14 tablets/6.

In the third round of national procurement, the centralized procurement documents will be released on July 29, 2020, the official selection results will be announced on August 24, and the results of centralized procurement will be launched in many places across the country in November

Tofacitib citrate tablets (in August 2020, it will enter the third batch of national procurement)

In 2019, the sales scale was 33.

The original researcher of tofacitinib citrate tablets was Pfizer.

According to data from Menet.

Cyberlane inquired about the data from the National Food and Drug Administration, and there were 13 pieces of information about tofacitib citrate tablets
.

In the third batch of national centralized procurement, Qilu Pharmaceutical (5mg*28 tablets/44.
8 yuan), Nanjing Simcere TECO Pharmaceuticals (5mg*28 tablets/55 yuan), Zhengda Tianqing (5mg*28 tablets/123 yuan), Hunan Kelun (5mg*20 tablets/143 yuan) entered the game
.

According to data from Minai.
com, in September 2019, Chia Tai Tianqing won the first domestic imitation of tofacitib citrate tablets.
Subsequently, Qilu Pharmaceutical, Kelun Pharmaceutical, Yangzijiang Pharmaceutical and other companies have also obtained approval for the product.
In two years, 11 local companies have been approved for listing of this product, and the market has changed from a blue ocean to a red ocean
.

Ibuprofen injection (enter the fourth batch of national procurement in February 2021)

In 2019, the sales scale was RMB 37.
7 million, and the sales scale in 2020 was RMB 132.
6 million, an increase of over 252% year-on-year
.

Ibuprofen is a non-steroidal anti-inflammatory drug, which is an antipyretic and analgesic, mainly used to relieve mild to moderate pain
.
Its analgesic effect is strong, side effects are small, and it is one of the most common antipyretic analgesics in clinical application
.

It is reported that ibuprofen has been approved for production in many dosage forms, including: tablets, capsules, sustained-release tablets, granules, suspensions, injections, orally disintegrating tablets, etc.
33 kinds (including compound dosage forms)
.
According to data from Minaiwang, ibuprofen has the largest market share of injections, reaching 51.
43%; followed by solutions at 32.
7% and capsules at 7.
48%
.

Cyberlane inquired about the data from the National Food and Drug Administration, and there are 8 pieces of information about ibuprofen injection
.

Among them, Hangzhou Minsheng Pharmaceutical, Jilin Sihuan Pharmaceutical, and Chengdu Better were successfully selected as the fourth batch of national sourcing companies
.
It is worth noting that ibuprofen tablets have also entered the fourth batch of national collections, while previously, ibuprofen sustained-release capsules/granules were included in the third batch of national collections
.

It is reported that the fourth round of centralized procurement will be officially announced on December 25, 2020 on the Shanghai Sunshine Pharmaceutical Purchasing Website.
On February 8, 2021, the final selection results of the fourth batch of national procurement will be announced.
The fourth batch of national procurement results will be basically announced in June.
Landed nationwide
.

In the list, there are nearly 33 injection drugs, accounting for two-thirds of the list
.
In the 600 billion injection market, it is expected to increase the volume further
.

In addition, many nationally sourced varieties that have not entered the list have also achieved sales growth
.
For example, the second batch of nationally collected varieties of Anrisentan increased from 32 million yuan in 2019 to 52 million yuan in 2020, an increase of 64%; Abitron increased from 1.
15 billion yuan in 2019 before the bidding to 2020 1.
26 billion yuan in the year, an increase of 10%
.

02

Pharmaceutical companies welcome exams, increasing industry concentration

In the ranking of the top 50 varieties of domestic annual growth, most of the varieties are not included in the national procurement, but the sales volume has still increased significantly
.
Taking fosapitant dimethyl meglumine for injection as an example, the sales volume in 2019 increased from RMB 300 million to RMB 230.
2 million, a year-on-year increase of 76,633%
.

It is reported that fosapitant dimeglumine is a NK1 receptor antagonist, the product is mainly used in the process of tumor treatment, as an adjuvant to chemotherapy, to prevent nausea and vomiting caused by chemotherapy
.

According to data from Menet.
com, in 2018, the market size of antiemetics and antinausea drugs in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (Chinese public medical institutions) was nearly 8 billion yuan, TOP20 products Among them, aprepitant capsules ranked tenth
.
Although oral aprepitant is suitable for most patients, for some patients who are confused or have disease-related nausea and cannot tolerate oral administration, the choice of injection administration can provide greater flexibility and convenience, so injection Fosapitan dimeglumine also has a great market demand
.

In June 2019, fosapitant dimethyl meglumine was included in the "List of Recommendations for the First Batch of Encouraging Generic Drugs Catalogue", which also contributed to the subsequent growth of sales
.

At present, national centralized procurement has gradually become normalized, and more and more drugs will be included
.
As we all know, the sales of drugs that enter the country will increase in a long period of time
.

Take the second batch of nationally sourced varieties as an example.
Abiraterone has the highest progress, reaching 2433.
85%, 480% of Amrisentan tablets (5mg), 309.
07% of Tadalafil tablets 20mg, and 100mg of paclitaxel (albumin-bound type).
355.
54% completed
.

For each round of centralized procurement rules, different changes are also taking place
.
As nationally sourced varieties have a certain period of purchase, they will inevitably face the problem of renewal of bids
.
The third and fourth batches of national organization of the centralized procurement of drugs stipulate that the procurement cycle of the selected products from 4 or more companies is 3 years (1 or 2 companies, 1 year; 3 companies, 2 years; 4 companies and above, 3 Years), that is to say, for the nationally organized drug collections, they will face the problem of renewing their bids at most 3 years later
.

For 4+7 and expanded collections, many domestic provinces have issued relevant documents to make arrangements for the renewal of the variety
.

Looking back at the five rounds of national mining, we can see that since December 2018, a total of 218 varieties have been selected, and some varieties have fallen by more than 90%
.

For enterprises, the increasingly mature rules of centralized procurement require more enterprises to face up to the development and changes of the industry and actively participate
.
This also requires that pharmaceutical companies that enter centralized procurement must actively innovate and reduce costs in terms of R&D, raw materials, and production; while companies that fail to enter centralized procurement must actively change their marketing models
.