Red Star Capital Bureau reported on March 3 that according to the notice of the National Joint Procurement Office of Chinese Proprietary Medicines, a communication meeting of procurement enterprises of the Chinese Patent Medicine Alliance will be held on the afternoon of the 23rd to introduce the relevant rules of the National Proprietary Chinese Medicine Alliance procurement and solicit opinions and suggestions from enterprises.
The list of participants involved 110 companies, including Yibai Pharmaceutical (600594.SH), Zhongsheng Pharmaceutical (002317.SZ), Shenwei Pharmaceutical (02877.HK), Yuekang Pharmaceutical (688658.SH), Yabao Pharmaceutical (600351.SH), Sunflower Pharmaceutical (002737.SZ), Kelun Pharmaceutical (002422.SZ), Baiyunshan (600332.SH; 00874.HK) and other pharmaceutical companies.
As early as September 2022, 9, the National Joint Procurement Office of Proprietary Chinese Medicines issued the "Procurement Announcement of the National Alliance of Proprietary Chinese Medicines", which was composed of representatives appointed by 8 provinces, 20 municipalities directly under the central government and 4 autonomous regions to form the National Joint Procurement Office of Proprietary Chinese Medicines, under the guidance of the National Medical Insurance Administration, to carry out centralized procurement of proprietary Chinese medicines and related drugs, and the Hubei Provincial Medical Insurance Bureau undertakes the daily work of the Joint Procurement Office and is responsible for the specific implementation.
According to the procurement catalog, this round of collective procurement is divided into 16 procurement groups and includes 42 kinds of drugs, including compound cantharid, compound thrombosis, coronary heart ning, hua toadin, elderberry seven, le pulse, vascular rehabilitation, cerebral an, garcinia and bone, Xiang Dan, Xinkeshu, Xingnu Jing, crow bile oil, ginkgo damole, ginkgo biloba leaf extract, and Zhenyuan.
The centralized procurement cycle is 2 years, which can be extended depending on the situation. If an extension of the procurement cycle is required, the Joint Procurement Office will make a separate announcement before the end of the procurement cycle. The purchase agreement is signed once a year during the procurement cycle, and if the agreed purchase volume of the current year is completed in advance during the procurement cycle, the selected enterprises in excess will still supply at the selected price until the expiration of the procurement cycle.
It should be noted that during the procurement cycle, the unselected products are included in the monitoring and management of the alliance region, and the unselected products purchased by medical institutions shall not exceed 10% of the actual purchase volume of the same procurement group.
According to Zhongkang CMH data monitoring, in 2022, the sales of proprietary Chinese medicines in the two major channels of hospital market and retail pharmacies totaled 3360 billion yuan, accounting for about a quarter of the three major drug markets.
Southwest Securities said that the rules for the centralized procurement of proprietary Chinese medicines are more friendly and the decline is more moderate. From the perspective of rules, the winning rule for the national centralized procurement of generic drugs in the country is the lowest winning price, and the reduction in the centralized procurement price of proprietary Chinese medicines is not the only basis for scoring. From the average reduction rate, the decline rate of proprietary Chinese medicines is generally lower than that of national centralized procurement of generic drugs, and the decline rate of exclusive proprietary Chinese medicines is relatively lower.
Red Star News reporter Yu Yao Intern reporter Hu Anyong