Xinjiang began to link the fifth batch of national procurement results

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1.

The notice shows that the pre-declared drug purchase quantity (non-multiplied purchase ratio) in each coordinating area will be provided to the company (for reference only) so that the manufacturer can select and stock the distribution company in advance.

In response to 211 product regulations, Xinjiang declared the number of drug purchases in 14 cities/districts/autonomous prefectures in Xinjiang

According to data from Meinnet.

With the continuous advancement of the fifth batch of national procurement, not only Xinjiang, but other provinces/cities are also accelerating the process

Guizhou Province

On July 13, the Guizhou Provincial Public Resources Trading Center issued the "Notice on Carrying out the Fifth Batch of National Drug Centralized Procurement of Selected Species Qualification Materials in Guizhou Province

The notice shows that the fifth batch of national drug centralized procurement application for selected varieties in Guizhou Province will be carried out.

Shanghai

On July 12, Shanghai Sunshine Pharmaceutical Purchasing Network issued the "Notice on Launching the Fifth Batch of National Drug Centralized Procurement of Selected Drugs in Shanghai"

According to the notice, starting from July 13, 2021, companies will log in to the "Shanghai Pharmaceutical Purchasing Service and Supervision Information System" and enter the "Drug Declaration" sub-column, and select "Selected Varieties in the National Centralized Procurement of Drugs" in the type of listing to report to the Shanghai area.

Guangdong Province

On July 8, the Guangdong Provincial Drug Exchange Center issued the "Notice of the Guangdong Provincial Drug Exchange Center on the Implementation of the Fifth Batch of National Organized Drug Centralized Procurement of selected drugs and maintenance of distribution relationships

The notice shows that the fifth batch of national centralized procurement of selected drugs and the maintenance of distribution relations will be carried out on the third-party drug electronic trading platform of Guangdong Province

The distribution relationship maintenance period is from July 8, 2021 to July 31, 2021, and stipulates that the distribution relationship can be designated after the registration of the selected drugs takes effect.

2.

In an interview with CCTV, the director of the Medical Price and Bidding Purchasing Department of the Shanghai Municipal Medical Security Bureau, Gong Bo, said that a major feature of this centralized procurement is that the number of large varieties is large, and 26 drugs have sales of more than 1 billion yuan

Taking budesonide suspension for inhalation as an example, Meinenet data shows that in 2020, the top 1 terminal inhalation products of public medical institutions in China will have sales of more than 5 billion yuan, and the original research drug company AstraZeneca has a market share of 94.
63%
.
On February 26, 2020, CP Tianqing announced the listing of the country's first budesonide suspension generic drug, which has since broken AstraZeneca's long-term monopoly in this market
.

In the fifth batch of national procurement bids, the highest effective declaration price of budesonide suspension for inhalation was 14.
036 yuan, and AstraZeneca reported 8.
9 yuan, a decrease of 36.
59%
.
Chia Tai Tianqing, Changfeng Pharmaceutical, Sichuan Purui Te Pharmaceutical, and Health Yuan won the bids at 5.
65 yuan/branch, 3.
19 yuan/branch, 2.
79 yuan/branch and 3.
39 yuan/branch, respectively.
Among them, Sichuan, a subsidiary of Beite Prime Pharmaceuticals' quotation dropped by more than 80%
.

According to AstraZeneca’s 2020 annual report, global sales of the asthma drug budesonide fell 33% to US$996 million
.
The loss of the bid may further impact AstraZeneca's budesonide sales market
.

Also affected is Hengrui Medicine.
Public information shows that the 5 injections selected this time-oxaliplatin injection dropped by about 95%, cisatracurium besilate injection dropped by about 85%, and docetaxel Sai injection decreased by about 97%, ropivacaine hydrochloride injection decreased by about 54%, and palonosetron hydrochloride injection decreased by about 80%
.
The two major products lost this time-iodixanol injection and glycopyrrolate injection, Hengrui Medicine's 2020 annual report shows that the total sales of the two products in 2020 will be 1.
873 billion yuan, accounting for the company's 2020 business The income ratio is 6.
75%
.
Hengrui Medicine has publicly stated that the failure to win the bid of iodixanol will affect product sales to a certain extent
.

For pharmaceutical companies, winning the bid for centralized procurement will accelerate drug sales in a relatively short period of time
.
Take Kelun Pharmaceutical’s central nervous product Bailuot as an example.
In the second round of centralized procurement, it expanded the bids in 8 cities including Guangdong and Sichuan, and successfully continued in “4+7” cities such as Beijing, Shanghai and Tianjin.
According to the target, the sales volume of Bailot in 2020 will increase by approximately 13.
25% year-on-year
.
Similarly, Stellite Pharmaceuticals won the bid for 3 varieties in this centralized procurement.
The agreed procurement volume corresponds to a purchase amount of approximately 189 million yuan.
It is foreseeable that the sales volume will increase further
.

In each round of centralized procurement, a pharmaceutical company that wins the bid will inevitably fail.
For a pharmaceutical company with a larger market share, the bidding means a failure in defense.
Conversely, for a company with a small market share, the successful bidding will be A great opportunity to occupy market share
.

The follow-up work of the fifth batch of centralized procurement is still advancing one after another in various provinces, and the pharmaceutical industry has begun to enter the market one after another
.
The National Medical Insurance Bureau stated that patients across the country will use the reduced-price drugs in October this year
.
Therefore, whether it is for domestic or foreign pharmaceutical companies, a new round of industry reshuffle has begun to accelerate
.

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