What is the impact of enterprises entering the market after the collection?

According to the statistics of the selected products (general agent regulation enterprises), the second batch of collection and procurement involves a total of 100 selected enterprises
.

The compound growth rate of 71 enterprises is positive, accounting for about 70%; The compound growth rate of 29 enterprises was negative, accounting for 29%.

The selected products of the 18 enterprises did not have sales in the sample hospitals in 2019, indicating that the selected products of these enterprises did not enter the mainstream market before the collection.

Figure 1: Compound growth rate distribution of selected products among 100 selected enterprises (2019-2021)

How much catfish effect will be brought to the market by post-entry enterprises, and how much market share can be brought by "low price for volume", has always been of concern to the industry, and also affects the implementation results of collection and the formulation
of corporate strategies.

Table 1: Changes in sales of 18 post-entrants and selected products

Omesartan

Omesartan

Omesartan is a class of angiotensin II receptor antagonists, used to treat hypertension, PDB national sample hospital market can query the sales data of Omesartan tablets and capsule two dosage forms, non-selected capsule sales accounted for the same generic name The proportion has decreased steadily, accounting for from 2% to 1%, indicating that capsules are not commonly used dosage forms
.

Table 2: Product information and sales changes of Omesartan manufacturers

The tablet only has a 20mg of this selection specification, involving 4 selected enterprises and 3 non-selected enterprises
.

The tablets are only 20mg, the selected specification, involving 4 selected companies and 3 non-selected enterprises
.

Therefore, the collection and procurement effectively promotes the selected enterprises of Omesartan, including the first-entry and late-entry enterprises, to seize the market, and the substitution effect for the non-selected enterprises of the same variety (dosage form) is obvious
.

Collecting and procuring effectively promotes the selected enterprises of Omesartan, including the first-entry and late-entry enterprises, to seize the market, and the substitution effect for non-selected enterprises of the same variety (dosage form) is obvious
.

Moxifloxacin

Moxifloxacin belongs to another situation and is also very representative
.

The PDB sample hospital market found sales data of 3 moxifloxacin dosage forms, including eye drops, tablets and injections, of which moxifloxacin injection is the mainstream dosage form, accounting for 87.

Table 3: Product information and sales changes of moxifloxacin manufacturers

The second batch of moxifloxacin selection specification is 0.

There has been no rapid growth.

After the inclusion of moxifloxacin tablets into the collection, although the post-entry enterprises achieved the volume, the proportion of sales was not obvious, and the proportion of the selected enterprises in the first entry was significantly reduced, which led to a reduction
in the share of the entire variety (dosage form).

These two companies are also barefoot companies, but their sales share has risen to 11% and 12%, respectively.

Collecting and promoting enterprise volume is the starting point, but because the dosage form can not be effectively replaced, the volume ceiling depends on the market size
of the selected variety (dosage form).

paracetamol

Changes in acetaminophen are partially similar
to those of moxifloxacin.

Since there are as many as 86 products that can be queried by the national sample hospitals of acetaminophen, all product and enterprise information is placed as an attachment at the end of the
article.

The reason why acetaminophen is similar to moxifloxacin is that the selected dosage form of acetaminophen is not the mainstream dosage form
.
The second batch of acetaminophen tablets was adopted into 0.
5g, while tablets accounted for only 9% of sales under the same generic name in 2019; There are a total of 6 selected enterprises in acetaminophen, of which 5 are late-entrants, and the sixth Chengdu Tongde Pharmaceutical Industry accounts for only 0.
01%.

After the implementation of the collection, although the proportion of sales of the selected enterprises has increased, it has not exceeded 1%, the increase is limited, and the reverse has led to a decline in the proportion of the entire dosage form to the same generic name, leaving only 3%
in 2021.

After the implementation of the collection, although the proportion of sales of the selected enterprises has increased, it has not exceeded 1%, the increase is limited, and the reverse has led to a decline in the proportion of the entire dosage form to the same generic name, leaving only 3%
in 2021.

The reason is that many non-selected enterprises with a relatively high proportion of acetaminophen tablets before collection, such as Northeast Pharmaceutical Shenyang First Pharmaceutical Factory (2.
67%), Sino-US Tianjin SmithKline Pharmaceutical (2.
13%), Sinopharm Group Shantou Jinshi Pharmaceutical (0.
93%) and Sinopharm Group Guangdong Global Pharmaceutical (0.
56%), etc.
, will basically drop to a few tenths and zero-zero points by 2021
.

However, acetaminophen and moxifloxacin are also different in that they are only included in the second batch
.
So, where did the lost market share of acetaminophen tablets go?

It does not go to mainstream dosage forms
.
According to PDB national sample hospital market data, the mainstream dosage form of acetaminophen is drops, and the market share from 2019 to 2021 has also decreased by 5 percentage points, from 52% to 47%.

Tracing to the bottom, the most significant growth of the acetaminophen hospital market is a product of Qingdao Guohai Biopharmaceutical Co.
, Ltd.
, with a dosage form of dry suspension and a specification of 1.
01g: 0.
3g
.
The proportion of sales of this product rose from 3% in 2019 to 8% in 2021, and the proportion of single products increased by 5 percentage points
.
The reason for the relevant market changes is mainly due to dosage form and specification factors
.

The reason for the relevant market changes is mainly due to dosage form and specification factors
.

Acetaminophen dry suspension is a children's drug, and the advantages of dry suspension for easy use and odor masking technology can improve the compliance of children, and the advantages of dosage form are obvious
.
A total of three acetaminophen dry suspensions were queried by the sample hospitals, and the market share of the other two dry suspensions also increased
to varying degrees.
Secondly, the specification of 1.
01g: 0.
3g is the smallest dose of the three dry suspensions, which is more suitable for children's dosage, especially young children, and is therefore or more popular
with doctors and parents.

Summary and reflection

Summary and reflection

In summary, the collection can promote most of the selected enterprises, especially the late-entry enterprises, to exchange price for volume, but the specific growth depends on how large the market size of the selected varieties (dosage forms) is, whether it is a clinical mainstream dosage form, or determines the growth ceiling
of the enterprise.

Specifically, the growth space of non-mainstream dosage forms with the same generic name will not be particularly large, and due to the low participation enthusiasm of large pharmaceutical companies, it often involves more post-entry enterprises; The growth space of mainstream dosage forms is large, but due to fierce competition, there are relatively few late-entry enterprises, and the first-entry selected enterprises can also achieve effective growth
in share.
Therefore, from a comprehensive point of view, the impact of enterprises entering the market after the collection of procurement is relatively limited, although "barefoot people are not afraid of wearing shoes", but there is no need to be afraid of barefoot, and the results of selection and implementation will be another manifestation
under the free competition of the market.

Finally, this paper mainly uses the form of cases to analyze the enterprises that have entered the bureau after collection, or there are imperfections
.
In addition, the invisible price reduction pressure brought about by late-entrants is not discussed in the article, but it should also be considered
.

Appendix: Product information and sales changes of acetaminophen manufacturers

Appendix: Product information and sales changes of acetaminophen manufacturers