The First Batch Of Injections "Collection Mining" Eliminated Rate Of Nearly 90% Billion Level Market Is Facing Changes.

Recently, the first batch of drug alliance in Shanxi province has announced the results of the selection, and the 21 varieties are all injections. Due to the winning bid, the final product of only 17 enterprises is selected, 140 enterprises are out, and the elimination rate is nearly 90%.

It is also understood that many local governments began to implement the policy of local edition quantity purchase. Among them, Fujian, Shandong and Hubei Wuhan accounted for more than 70% of the quantity of injections. In May 14th, the State Drug Administration also issued a notice on the evaluation of the consistency of quality and efficacy of generic drug injection, and the injection consistency evaluation was officially launched. As of the announcement date, the starting rate of injection consistency evaluation was only about 3%.

Shi Lichen, founder of Beijing Ding Chen medical management consulting center, pointed out to the twenty-first Century economic report reporter that the consistency of the injection assessment will be more intense than the oral preparation, and the market competition for generic drugs will be intensified. The relevant market will usher in a new round of restructuring and shuffling. Shanxi is also the first province to carry out quantity purchase around injections, which has demonstrative effects on other regions.

Chemical drug injection 100 billion market will face changes. Industry veteran pointed out that oral preparations can be sold in retail or online channels, and the basic sales terminals of injections are in hospitals. Once they are suspended or unable to participate in the collection, they will lose the market once they are evaluated. Once they are included in the collection, the price reduction will be huge. So the Shanxi injections will decline or exceed 50%, and some varieties will fall by more than 90%.

The elimination rate is nearly 90%.

On the evening of May 25th, the Shanxi drug extraction Center announced the first batch of the first batch of injections in the province to be awarded the bid. It involves 21 varieties and 29 products.

According to the April 20th Shanxi medical equipment centralized procurement network, the first batch of drug procurement alliance documents (SX-YPDL2020-1) issued by the first batch of drug consortium of Shanxi medical institutions showed that the 21 varieties involved in the purchase of the injection volume were common injections, covering antibiotics, anticancer drugs and other fields. These are commonly used large varieties with mature clinical usage, large purchase amount and relatively full competition.

It is understood that Shanxi requires local products to be linked to the network to meet the requirements, all of them need to take part in the procurement with quantity, otherwise they will be revoked, and a large number of enterprises will take part in the declaration of the quantity purchase, which will lead to the final fierce competition.

According to the announcement of Shanxi Provincial Center for drug and equipment collection, 157 enterprises passed the qualification examination, and 102 products of 58 enterprises failed to pass the qualification examination. In the end, 434 products of 140 enterprises were defeated, and only 17 of the 17 enterprises, including the National Pharmaceutical Group, Harbin Pharmaceutical Group, Shang Yao group, Qilu pharmaceutical company and Sichuan Coron, were eliminated. The elimination rate was nearly 90%.

Among them, a total of 102 products failed to pass the qualification examination, involving 58 pharmaceutical companies. There are five main reasons for not having passed the trial. The most common reason is that enterprises do not belong to the top five hundred of China's pharmaceutical industry, and sales of products are not the top three in 2019. Only 61 items were excluded, involving more than 30 enterprises.

In addition, Shanxi also put forward requirements for pharmaceutical enterprises, that is, the five hundred main business income of the pharmaceutical industry, the top three sales of products in 2019, and the annual production capacity of enterprises should reach 2 times higher than the agreed purchase volume.

In addition, some of the products were not considered to be valid because of the main product regulations. The substandard bidding was considered invalid, involving parecoxib of Pfizer, ambroxol, Guangzhou Baiyun Mountain and mercillin.

Because this campaign is all big, so competition is fierce.

According to statistics, the total sales of 21 injections in Shanxi province in 2018 were more than 100 million yuan in the terminal of public hospitals in Shanxi Province, and the proportion of public hospitals in the province was over 6%.

Among them, levofloxacin injection has 35 pharmaceutical companies, such as Cologne pharmaceuticals, Li Zhu pharmaceuticals and Yangzi Pharmaceutical Co., Ltd., which has been sold for more than 6 billion yuan. In 2018, the sales volume of China's public medical institutions exceeded 6 billion yuan.

Intensified competition

Due to the fact that Shanxi is clear that the central election price of drug concentration is not released in public, it is not known for the specific price.

However, according to the results of the industry's spread, on the basis of the lowest price in the country, the average decline or over 50%, and some varieties dropped to 90%. In addition, compared with the list of the top three enterprises purchased by Shanxi in the same year with the general name catalogue, the number of the top three enterprises was purchased. Most of the selected enterprises are non top three enterprises, and the market structure of Shanxi injections will face big changes.

According to the procurement documents of the first batch of drug alliance of Shanxi medical institutions, the procurement volume is 70% according to the total purchase quantity of the general name of the selected products in the Procurement Alliance within 2019 years of the Shanxi medical equipment procurement platform. The selected enterprises will directly get the total purchase volume of 70%, and become the head of purchasing volume.

Recently, in addition to Shanxi, Fujian, Shandong, Hubei Wuhan and other provinces after the launch of the volume of procurement, will also be injected into the scope of chemical injection. Chou Bingyu, deputy director of Shandong medical insurance bureau, said that the province will start the centralized procurement with the provincial level. For the 40 high staple medicines and 5 kinds of high value medical consumables with high price, large volume and wide coverage, we will carry out the whole province's centralized purchasing with quantity, including 28 injections, accounting for 70%.

With the first batch of injections in Shanxi and the purchase results in various locations, the national level and the volume of procurement around the injection will speed up. A few days ago, the State Drug Administration issued a notice to clarify the requirements for consistency evaluation of chemical injections. Shi Lichen pointed out that under the influence of the dual policy of consistency evaluation and quantity purchase, the market of chemical drug injection will usher in a rapid reshuffle.

? ? ? According to the statistics of Insight database, dosage forms are injected, microspheres for injection, liposomes for injection, emulsion for injection, and microemulsion for injection. The listing number is in use, the type of drugs is chemical generic drugs, and the database for searching the listed drugs is 30667 databases (involving 1000 enterprises) need to carry out a consistent evaluation (not excluding Sodium Chloride Injection). As of May 14th, as of May 14th, 1010 conformance evaluations, submission of supplementary applications, BE test, filing reference and application reference have been passed / regarded. The starting rate of consistency evaluation of injection is only about 3%.

According to Wan Lian Research Institute, consistency evaluation of injection will be the starting point and starting point of "centralized purchasing" for injection products.

Guo Rong Securities pointed out that since the application of injection is based on the hospital side, in order to retain or acquire more market share in the future volume purchase, enterprises will accelerate the consistency evaluation, and it is expected to be more intense than the oral solid preparation.

A successful bidder to the twenty-first Century economic report reporter said that compared to oral preparations, injection companies win the bid, it is easier to "counter attack" market, the original market share of a higher proportion of enterprises are highly successful companies are nibbling the market, so the price cuts are also spare no effort.

"For injection, a large number of terminals are in the hospital, and there are not many markets in the retail market channel. With the advance of the consistency evaluation of injection, the competition in the injection market may be more fierce than the oral preparations." The person in charge pointed out.

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