Beijing, August 24 (Reporter Zhang Ni) Recently, the third batch of state-organized centralized drug procurement with a procurement scale of tens of billions of yuan produced the results of the proposed election, and the publicity time was until the 23rd.
This time, many star drugs have given "jumping prices", so that patients can see the real benefits. At the same time, domestic pharmaceutical companies are actively trying to survive under the background that the profit space is being pressed again.
Data map: Zhejiang Anji automatic dispensing machine "on the job" Yu Danfei photo
The third batch of medicines has been collected! Hypoglycemic drugs fell to less than one hair per tablet.
Recently, the third batch of countries organized centralized drug procurement, resulting in a quasi-winning result.
It is reported that a total of 189 enterprises participated in this procurement, resulting in 125 enterprises to be selected and 191 products to be selected, with an average price reduction of 53% and the highest drop of 95%.
From the point of view of drug types, it is planned to include 56 varieties, involving more than 300 product specifications, and the types of diseases to be treated involve malignant tumors, hypertension, diabetes, mental diseases and so on.
Compared with the second batch of national centralized procurement, the third batch of procurement rules have also been fine-tuned and optimized, and the maximum number of enterprises that can be selected has been further increased from 6 to 8.
According to the "Announcement of the Results of the National Centralized Drug Purchase" published on the 20th, a total of 55 varieties were successfully purchased, and the number of drug varieties was close to the sum of the first two batches.
In addition to the number of drug varieties far ahead of the two batches of centralized collection, the low price of the drug to be selected this time has also attracted attention.
Take metformin, a commonly used drug for diabetes, as an example. In this collection, Chongqing Kerui Pharmaceutical reported the price of 0.015 yuan/tablet for 0.25g of metformin tablets, with the lowest price per tablet, with a drop of over 90%.
For the majority of patients, this undoubtedly brings real benefits.
Hu Shanlian, a professor at Fudan University School of Public Health, commented in an interview with the media that 55 kinds of drugs won the bid in the third national centralized procurement, which played a great role in improving the concentration of pharmaceutical companies, standardizing drug circulation, establishing payment standards for medical insurance drugs, improving the hospital drug list, improving the accessibility of patients’ drugs and reducing medical expenses in the future.
Data map: A doctor is introducing drugs to patients. Photo by Wang Yiping
Multinational pharmaceutical companies "retreat" and domestic pharmaceutical companies enter "price killing war"
In the past, the original research drugs of many multinational pharmaceutical companies occupied a dominant position in the domestic market. Before two batches of centralized procurement, the decline in drug prices of foreign-funded enterprises has always been highly concerned.
However, this time, multinational pharmaceutical companies have experienced a collective "big retreat" phenomenon, and many enterprises have been "out".
Judging from the publicity results, only the original research drugs such as Mecobalamin tablets of Weicai, concentrated solution of levetiracetam for injection with excellent time ratio and linezolid tablets of Pfizer won the bid.
Taking moxifloxacin hydrochloride and sodium chloride injection as an example, according to the data of wind Medical Library, the sales of domestic sample hospitals of moxifloxacin and sodium chloride injection in 2019 was 913 million yuan, and Bayer’s sales revenue as the original research pharmaceutical factory accounted for about 96.08%.
However, in this collection, Moxifloxacin Hydrochloride and Sodium Chloride Injection won the bid by Tianjin Hongri Pharmaceutical and Hunan Aike Pharmaceutical, and Bayer, the original research pharmaceutical factory, was eliminated. Among them, Tianjin Hongri and Hainan Aike quoted 32.8 yuan and 35.27 yuan respectively.
"For the original brand drugs, if they can’t keep up with the domestic prices, because they will generally drop to 70% and 80%, even if the number may be more after winning, there is no profit." Fu Gang, Vice President of china association of pharmaceutical commerce and Chairman of Baiyang Pharmaceutical Group, analyzed in an interview.
In contrast to foreign pharmaceutical companies, although domestic pharmaceutical companies have an absolute advantage, they have also entered a "price killing war".
In this collection, the number of enterprises that have reviewed the oral dosage form of metformin (0.25g, 0.5g) has reached 29, and the number of enterprises that have reviewed the dosage form of metformin (0.5g) has reached 17. The competition is fierce beyond imagination.
According to the published results, only 8 companies including Tianfang Pharmaceutical, Beijing Wanhui Shuanghe Pharmaceutical and Unacon won the bid for metformin hydrochloride sustained-release tablets (0.5g).
Among them, the price of the products of Beijing Wanhui Shuanghe Pharmaceutical Co., Ltd. is only 0.78 yuan, and the average single-chip price is less than 10 cents. The supply provinces cover Inner Mongolia, Heilongjiang, Shanghai and Hunan.
Data Map: The drug vending machine appeared in Hezuo Road, Hezuo Street, Chengdu High-tech West Zone. Anyuan photo
After three rounds of centralized purchasing, the pharmaceutical industry is undergoing reshuffle.
Since the "4+7" pilot cities started the procurement of drugs in December 2018, pharmaceutical companies have experienced three rounds of "baptism".
In January this year, the National Medical Insurance Bureau and other five departments issued the Notice, clarifying that the second batch of centralized drug procurement and use organized by the state will no longer select some areas to carry out pilot projects, and all provinces in the country and Xinjiang Production and Construction Corps will form a procurement alliance, in which all public medical institutions and military medical institutions will participate.
In addition, the above-mentioned "Notice" also mentioned that medical institutions and retail pharmacies designated by medical insurance can participate voluntarily.
Subsequently, the local upgraded version of the quantity procurement has also been released.
For example, recently, the Shanghai Medical Insurance Bureau and the Shanghai Municipal Health and Health Commission jointly issued the Opinions, encouraging public medical institutions to carry out centralized bargaining procurement of drugs with quantity and budget on the basis of adhering to quality priority, ensuring dosage and ensuring payment back, and giving priority to drugs that are not included in the national and municipal procurement with quantity, especially drugs with abnormal prices (such as drugs with significantly higher prices than other brands of the same variety or drugs with obvious price increases) and drugs at their own expense.
In the industry’s view, the expansion of centralized drug collection also means that for domestic pharmaceutical companies, the competition will become more and more fierce, and the "good days" of domestic generic drugs lying to make money have come to an end, and it seems to come faster than everyone expected.
Fu Gang said that in the past, many pharmaceutical companies, whether foreign or domestic, sometimes a company developed a new drug and could recruit a marketing team of two or three thousand people. The proportion of sales expenses is too high.
Obviously, this mode of operation can no longer adapt to the new market environment.
Data Map: An automated production line of a pharmaceutical company is producing Chinese patent medicines. Liu xuemei
Survival and symbiosis, where is the way out for pharmaceutical companies?
Undoubtedly, the pharmaceutical industry in China is undergoing a change, and in the face of the industry change and the possible reshuffle effect, where is the future outlet for pharmaceutical companies?
Innovation is, of course, the unchanging law of seeking new advantages.
Take Hengrui Pharma, where many drugs won the bid, for example, in recent years, the investment of enterprises in R&D has been increasing.
According to the data of its 2019 annual report, in 2019, Hengrui Pharma accumulated R&D investment of 3.896 billion yuan, up 45.90% year-on-year, and R&D investment accounted for 16.73% of sales revenue.
For most unsuccessful enterprises, in addition to accelerating innovation, it is imperative to move to the off-campus market. However, how so many brand products continue to release value in the retail market is also a dilemma that pharmaceutical companies need to solve urgently.
The industry environment forces enterprises to reform their marketing model. For example, the "commercial platform" set up by Fu Gang with Baiyang Medicine said that the "commercial platform" deeply links medical institutions, retail enterprises and industrial enterprises through omni-channel management, multi-category collaboration and digital marketing, optimizes marketing costs and improves marketing efficiency and standardization.
"The cost of building a national sales team by a single pharmaceutical company in the off-campus market is too high, and this commercial platform enterprise is like a highway. The products of pharmaceutical companies are like cars. The more cars on the road, the lower the cost."
Fu Gang said that it is unrealistic for pharmaceutical companies to support a national marketing team with thousands or even tens of thousands of people by several products. Industrial enterprises should regard all downstream customers as key links in their own value chain and actively cooperate to seek symbiosis and win-win. (End)
