Reporter Zhang Min
Xiong Yue, a trainee reporter
On February 17, Shanghai Sunshine Pharmaceutical Purchasing Network issued the "Notice on Carrying out the Eighth Batch of Drug Information Filling in the Centralized Procurement of Drugs Organized by the State" (hereinafter referred to as the "Notice"). From February 20, 2023, the Joint Procurement Office The eighth batch of drug information related to the centralized procurement of drugs organized by the state was carried out.
According to the announced drug reporting scope, a total of 41 varieties and 181 specifications of drugs have entered the centralized procurement, such as argatroban injection, amlodipine atorvastatin oral regular-release dosage form, sodium valproate injection, etc., covering the whole body Anti-infective drugs, cardiovascular and cerebrovascular system drugs, blood and hematopoietic system drugs, nervous system drugs and other therapeutic fields.
Deng Zhidong, general manager of Hainan Boao Medical Technology Co., Ltd., told the "Securities Daily" reporter, "The eighth batch of national centralized procurement has rich categories and many participants. The threshold for shortlisting has been further raised. The number of selected varieties has decreased compared with last year, but the number of selected products has increased year-on-year. , the competition among pharmaceutical companies has become more intense.”
Injectable drugs account for a large proportion
Related breeds are highly competitive
In terms of dosage forms, among the above-mentioned 41 varieties, 27 are injections, accounting for more than 60% for the first time compared with previous national centralized procurement; there are 11 oral regular-release dosage forms; granules, sustained-release and controlled-release dosage forms and oral solutions 1 of each dose.
In this regard, Deng Zhidong said, "Injection drugs included in this centralized procurement account for a relatively large proportion. Such drugs rely on hospital channels and account for a relatively large share in the chemical drug market." With the advancement of sexual evaluation, the number of over-evaluated drugs has increased significantly, and the competition for centralized procurement of related varieties may become fiercer.
From the perspective of therapeutic field, anti-infective drugs for systemic use are the drugs with the largest number of varieties in this collection, including amoxicillin-clavulanic acid oral constant-release dosage forms, amoxicillin-clavulanic acid injections, aztreonam injections, ornidazole Injections and other varieties.
Cardiovascular and cerebrovascular system drugs, blood and hematopoietic system drugs also have 7 and 6 varieties included in the centralized buying.
According to statistics from Minet.com, among anti-infective drugs for systemic use, ornidazole injections, metronidazole sodium chloride injections, cefotaxime injections, cefoxitin injections and other varieties are highly competitive. More than 10.
Taking ornidazole injection as an example, as of February 19, the official website of the State Food and Drug Administration shows that there are 31 approvals for ornidazole injection in China, and the manufacturers involved include Shijiazhuang Siyao Co., Ltd. and Beijing Shuanglu Pharmaceutical Co., Ltd. Co., Ltd., Hunan Warner Pharmaceutical Co., Ltd., Sichuan Kelun Pharmaceutical Co., Ltd. and other 15 pharmaceutical companies.
There are also 7 pharmaceutical companies that can participate in the competition for systemic anti-infective drug cefoperazone sulbactam injection.
The original research pharmaceutical company of this variety is Pfizer, with a market share of more than 80%.
In addition, there are more than 10 over-evaluated pharmaceutical companies (including original drug companies) for Tranexamic Acid Injection, Sodium Valproate Injection, and Enoxaparin Injection.
Local pharmaceutical companies
Participate in multiple large variety competitions
According to public information, the eighth batch of national centralized procurement involves more than 20 original pharmaceutical companies, including Pfizer, Sanofi, AstraZeneca, Roche, Eisai, Merck and other foreign-funded pharmaceutical companies.
Among them, Pfizer has 4 original drugs included in the centralized procurement, including amlodipine atorvastatin oral regular-release dosage form, voriconazole injection, piperacillin-tazobactam injection, and cefoperazone-sulbactam injection. most in number.
Among them, voriconazole injection, cefoperazone-sulbactam injection, and piperacillin-tazobactam injection are all large single products with market sales of billions of yuan.
Minet data shows that in 2021, the market shares of terminal voriconazole injections and piperacillin-tazobactam injections in China's public medical institutions will be about 2.4 billion yuan and 8.3 billion yuan, respectively.
It is reported that Pfizer has a market share of more than 40% and 80% respectively in the first two drugs.
But at the same time, there are 10 local pharmaceutical companies such as Livzon Pharmaceutical Factory of Livzon Group, Hainan Puli Pharmaceutical Co., Ltd., Hainan Beite Pharmaceutical Co., Ltd., and Yangzijiang Pharmaceutical Group Co., Ltd. that have been evaluated for voriconazole injection.
In terms of cefoperazone-sulbactam injection, there are also generic drugs from local pharmaceutical companies such as Suzhou Erye Pharmaceutical Co., Ltd., Shandong Runze Pharmaceutical Co., Ltd., Shenzhen Lijian Pharmaceutical Co., Ltd., and Qilu Anti Pharmaceutical Co., Ltd.
The above-mentioned pharmaceutical companies may participate in the competition for the 100 million yuan market, stirring up the competition pattern.
According to industry analysts, the threshold for inclusion in the eighth batch of national centralized procurement ranges from "3+1/4+0" (3 over-evaluated pharmaceutical companies + 1 original research pharmaceutical company / 4 over-evaluated pharmaceutical companies + 0 original research pharmaceutical companies) to "4+1/5+0" (4 over-rated pharmaceutical companies + 1 original research pharmaceutical company/5 over-rated pharmaceutical companies + 0 original research pharmaceutical companies), which may attract more pharmaceutical companies to participate Bidding is becoming more competitive.