The third batch of national mining, bid opening soon
Recently, according to industry sources, a few days ago, the heads of price purchasing departments of provincial medical insurance bureaus held a meeting in Shanghai. The main content of the meeting was to discuss the rules of the third batch of procurement with quantity. The contents determined at present will be opened on August 18th, and the implementation plan and detailed rules will be released at the end of the month.
Recently, according to industry sources, a few days ago, the heads of price purchasing departments of provincial medical insurance bureaus held a meeting in Shanghai. The main content of the meeting was to discuss the rules of the third batch of procurement with quantity. The contents determined at present will be opened on August 18th, and the implementation plan and detailed rules will be released at the end of the month.
As far as the above news is concerned, the author of Cypress Blue's special contributor, Code Wanzhao, pointed out that the "1.8 times fuse mechanism and 50% price reduction" respectively limited the price range and price reduction range, and it is reasonable in principle to keep consistent with the second batch.-First of all, the third batch is the expansion of varieties, the number is still limited (86 specifications), and the standard conditions for finalists remain the same; From the time point of view, the third batch is being done next to the second batch. There is little difference in the supply and competition pattern of varieties, and the principle of winning is similar and reasonable. Furthermore, it is not surprising if the rhythm of the fourth and fifth batches remains the same.
The above professionals further stated that, first of all, from the perspective of the stability of the rules, to a certain extent, it means that the reform is mature and stereotyped, and at least in the third batch of decision-making, the pattern and effect of the second batch of winning bids and losing elections are relatively recognized; Secondly, if it comes true, pharmaceutical companies will have the least impact on tactical preparation (which is the same as the previous real questions in the new exam questions). He further pointed out that strategically, pharmaceutical companies should have given up their illusions long ago, because comprehensively promoting centralized procurement is a fixed trend; Third, we should look back at the similarities and differences between the first three batches of procurement (rules and effects): the first batch is a pilot, it is local competition, and the differences between the rules and the second batch are more normal; However, apart from the difference in the size of the encirclement, the second batch has other far-reaching changes, which deserve special attention.
Looking back, we can see that the general progress of the third batch of national procurement is as follows-on July 21, 5 days ago, Shanghai Sunshine Medicine Purchasing Network officially issued the Notice on Carrying out the Collection of Basic Information Related to Some Drugs, and started the collection of basic information of some drugs; Prior to this, Hunan and other provinces have started their own reporting work; Up to now, the maximum effective declared price has been discussed, and the rules of winning are also under discussion. That is to say, in a few days at the earliest, the documents of the third round of national acquisition will be officially released.
Looking back, we can see that the general progress of the third batch of national procurement is as follows-on July 21, 5 days ago, Shanghai Sunshine Medicine Purchasing Network officially issued the Notice on Carrying out the Collection of Basic Information Related to Some Drugs, and started the collection of basic information of some drugs; Prior to this, Hunan and other provinces have started their own reporting work; Up to now, the maximum effective declared price has been discussed, and the rules of winning are also under discussion. That is to say, in a few days at the earliest, the documents of the third round of national acquisition will be officially released.
How to deal with imitation pharmaceutical companies and original research pharmaceutical companies
With the progress of centralized drug procurement organized by the state to the third batch, the normalization mechanism has already appeared. In addition, it has become an irreversible trend in the whole country that the pilot provinces of comprehensive medical reform bring drugs that have not passed the consistency evaluation and high-value medical consumables into the collection scope.
On July 23, the General Office of the State Council issued the Notice on Printing and Distributing Key Tasks for Deepening the Reform of Medical and Health System in the Second Half of 2020, which clearly pointed out that the scope of centralized procurement and use of drug varieties organized by the state should be expanded in an orderly manner, pilot projects for centralized procurement of high-value medical consumables should be carried out, and policy documents for reforming and improving the drug procurement mechanism should be formulated.
According to the analysis of the article "the influence of VBP on the pattern of China's pharmaceutical market" published by Beijing Faber technology development co., ltd., a medical consulting company, and China pharmaceutical market research association, the main purpose of purchasing with quantity is to realize the substitution of generic drugs for the original research drugs and reduce the false high price of generic drugs. It can be said that in the game of national collection, the main players are the original pharmaceutical companies and domestic generic drug companies.
According to the data of Minenet, in 2019, the total sales of 86 products in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions) exceeded RMB 56 billion, involving 300 pharmaceutical companies
Domestic head pharmaceutical companies are still the core participants-the consistency evaluation database of the Mi intranet shows that among the third round of collection varieties, China's biopharmaceuticals led by 9 over-evaluated varieties; The number of varieties involved in four enterprises including Qilu Pharmaceutical, Haosen Pharmaceutical, Hengrui Medicine and Shiyao Group reached 6; There are 8 and 7 over-evaluated varieties involved in Shanghai Pharmaceutical Group and Yangzijiang Pharmaceutical Group respectively; Fosun Pharma and Kelun Pharmaceutical each have 4 over-evaluated varieties involved.
Original drug research enterprises need to take an active part in the battle-in the third round of national mining, Pfizer and Merck have 5 varieties included, AstraZeneca and Novartis have 4 varieties included, and Squibb has 3 varieties included.
The national centralized procurement has been carried out to the third round, and some insiders pointed out to Cybertron that with the centralized procurement of drugs organized by the state entering the normalization stage, the participation willingness of foreign pharmaceutical companies will be further strengthened.
The national centralized procurement has been carried out to the third round, and some insiders pointed out to Cybertron that with the centralized procurement of drugs organized by the state entering the normalization stage, the participation willingness of foreign pharmaceutical companies will be further strengthened.
Generally speaking, for domestic pharmaceutical companies, because the varieties collected by the state are generally the main market advantages of the original research pharmaceutical companies, for the sake of occupying or even robbing the market, the quotation among domestic pharmaceutical companies is more fierce.
Specifically, the attitude of domestic pharmaceutical companies to participate in the national organization of drug collection and collection is also divided into several situations-Huahai Pharmaceutical, Kelun Pharmaceutical, and Lepu Pharmaceutical, which are pharmaceutical companies that have been actively participating, such as Huahai Pharmaceutical. Winning 7 varieties in the first round of collection and collection; Yangzijiang and Shiyao belong to selective participating enterprises. These enterprises usually analyze the market accurately and make correct judgments according to their own characteristics and needs. For example, the clopidogrel of Shiyao Group won the bid at a price reduction of 19%, and there was no market share before. Sales volume is the pure increase of products; Zhengda Tianqing, Xinlitai, Jingxin, Beijing Jialin and Qilu Pharmaceutical are enterprises with repeated bidding performance and uncertainty. For example, Qilu Pharmaceutical's performance in the first round of centralized mining and the second round of centralized mining is quite different.
The collection is normalized, and the transformation of pharmaceutical companies is imminent
Up to now, the series effects of drug collection organized by the state have continuously appeared.
First, the product structure has changed; Second, the market structure has changed; Third, the competition mechanism has changed; Fourth, the marketing rules have changed. With the increasing concentration of generic drug manufacturers, the substitution of imported products will be accelerated, and industries such as circulation and pharmaceutical retail will also face new challenges due to the transmission of policies.
From the perspective of enterprises, foreign-funded pharmaceutical companies have adjusted their strategies and organizational structure one after another, some disbanded their medical and sales teams, some diverted medical representatives to other teams for internal personnel adjustment, and some began to divest their product lines or sell products, focusing on innovative drug fields—for example, GlaxoSmithKline sold the star hepatitis B drug "Hepudin" to Fosun Pharma.
For domestic enterprises, the normalization and continuous expansion of quantity procurement also force pharmaceutical companies to choose their own positioning-positioning in the generic drug industry, improving variety selection ability and cost control ability, and accepting to reduce profits; Or make up your mind to transform innovative drugs.
For domestic enterprises, the normalization and continuous expansion of quantity procurement also force pharmaceutical companies to choose their own positioning-positioning in the generic drug industry, improving variety selection ability and cost control ability, and accepting to reduce profits; Or make up your mind to transform innovative drugs.
From the perspective of enterprises, foreign-funded pharmaceutical companies have adjusted their strategies and organizational structure one after another, some disbanded their medical and sales teams, some diverted medical representatives to other teams for internal personnel adjustment, and some began to divest their product lines or sell products, focusing on innovative drug fields—for example, GlaxoSmithKline sold the star hepatitis B drug "Hepudin" to Fosun Pharma.
For domestic enterprises, the normalization and continuous expansion of quantity procurement also force pharmaceutical companies to choose their own positioning-positioning in the generic drug industry, improving variety selection ability and cost control ability, and accepting to reduce profits; Or make up your mind to transform innovative drugs.
For domestic enterprises, the normalization and continuous expansion of quantity procurement also force pharmaceutical companies to choose their own positioning-positioning in the generic drug industry, improving variety selection ability and cost control ability, and accepting to reduce profits; Or make up your mind to transform innovative drugs.