"Life -saving medicine" reduces the price!Part of the world is the lowest in the world

Author:Look at the think tank Time:2022.07.07

On July 4, Shanghai Pharmaceutical Sunshine Procurement Network issued the "Notice on the Sixth Batch of State Organized Pharmaceutical Procurement (Instein Special) Relevant Work", which announced that Shanghai will implement the sixth batch of national collection (insulin special special insulin project will be implemented today. ) Selected results.

So far, 31 provinces across the country have implemented insulin collection.

According to the National Medical Insurance Bureau in November last year, the sixth batch of centralized procurement of drugs (insulin special) in Shanghai in Shanghai. The procurement varieties are mainly targeted at second and third -generation insulin. Insulin analogs, basic insulin analogs, and premixed insulin analogs, a total of more than 80 products in a total of more than 80 products. It involves more than 10 companies including Novo, Lilly, Sinfei, Tonghua Dongbao, Tiantai Dongbao, Tianmai Biological, Ganli Pharmaceutical, Zhuhai Federal Pharmaceutical, Yuheng Pharmaceutical, Wanbang Biochemical, East Sunshine and Hembled Pharmaceutical.

Data show that in 2020, the sales of insulin and analogy of the terminal of China's public medical institutions are about 27 billion yuan, which also means that the special collection of insulin will leverage the market with a scale of nearly 30 billion yuan.

The results of insulin sets showed that there were 45 high -elected products, and the price of the selected products decreased by 48%, a maximum decrease of 73%. The purchase demand in the first year was 210 million yuan, involving a amount of 17 billion.

It is estimated that after the comprehensive landing of insulin collection, it can save about 9 billion yuan of insulin costs each year, which will further reduce the burden of medication for more than 10 million patients who need long -term or even insulin.

A person in charge of a securities research institute and chief analyst in the pharmaceutical industry said in an interview with reporters that collectives are competition in stock, and the stock manufacturers need to hand over their share to new manufacturers. The biggest concern of insulin collection is not to grab the share of the enterprise. The biggest significance is whether it can promote the change of the insulin therapy model. As my country's medical enterprise technology and funds are gradually in place, the second -generation and third -generation insulin products have also begun. The insulin collection is landed in 31 provinces, and the domestic insulin competition pattern is expected to usher in a wave of adjustments.

"In the past, the insulin market was mainly monopolized by foreign companies. The insulin of foreign companies was mainly three generations. With the improvement of the scientific research level, the competitiveness of the entire domestic insulin company is also increasing. The progress of R & D, which also means that the gap between China and foreign countries is gradually narrowing in terms of research and development strength. In the future, in the competition in the insulin market, thin -profit sales will also become a major direction. "The above analysts said.

Wen | Ji Yuanyuan

This article is reproduced from the WeChat public account "21st Century Economic Herald" (ID: JJBD21). The original first was released on July 5, 2022. The original title "" Habitibing Pills "dropped! The maximum bargain is 73%, and some are the lowest in the world! It does not mean that the view of the think tank is not the point of view of the look at the think tank.

Insulin episodes have influenced geometry on pharmaceutical companies?

At present, my country is comprehensively promoting the construction of healthy China, and the prevention and control of chronic diseases is the key.

According to the 10th edition of the 10th edition of the global diabetes map released by the 2021 International Diabetes Alliance (IDF) in 2021, there are about 140 million adult diabetes patients in my country, ranking first in the world.

In recent years, my country has paid more attention to the prevention and treatment of common chronic diseases such as diabetes, and has introduced a series of policies to promote chronic disease management. In April 2021, the National Development and Reform Commission and 20 relevant departments including the National Health and Health Commission jointly studied the "National Basic Public Service Standards (2021 Edition)" clearly incorporated chronic disease management into the "national standard".

Behind this insulin collection of price reductions is the continuous advancement of medication for patients with chronic diseases and the strategy of healthy China. In particular, insulin has a special status in the treatment of diabetes, which is a "life -saving medicine" for some diabetic patients.

Insulin is divided into first, second, and third -generation insulin according to the production mechanism. At present, second -generation and third -generation insulin is the main product on the market.

Three generations of insulin are relatively safe and effective, but the price is higher, which is the mainstream product of first -tier cities. At the grassroots level, due to price reasons, some patients do not consider the efficacy, and choose to use relatively cheap first and second -generation insulin.

Some clinicians of the Endocrine Department told reporters that currently different manufacturers, different specifications, different models, and short -acting, pre -mixed, and long -term prices are different. Domestic premixed insulin prices are generally between 30 and 50 yuan, and imported insulin is generally between 50 and 80 yuan. The price of insulin in different manufacturers will be slightly different. Long -acting insulin, because it gives the problem once a day and the production process, it will be more expensive than premissive insulin. Generally, the price of long -acting insulin is about 150 yuan, and the price of long -term insulin imported is between 170 and 180 yuan.

Among the common second -generation and third -generation insulin of the special insulin concentrated procurement, some three -generation insulin prices fell to the lowest world. According to the landing situation of insulin collection, 5 products such as insulin and basic human insulin are bidded during Tonghua Dongbao Chinese standard; During the bidding, the premium of 6 products such as insulin, basic human insulin, and premature insulin were bidded. In addition, Wanbang Biochemical, Tianmai Biological, Hya Zheng Pharmaceutical, and East Sunshine also have different products. The performance of Gan Li Pharmaceutical and Tonghua Dongbao is the most attracting attention. Ganli Pharmaceutical is considered to be the "killer" of this insulin collection. All 6 bidding products (1 second -generation insulin and 5 third -generation insulin) are all selected. Two three -generation insulin also reported the lowest price. Men's winter insulin quotation was 19.98 yuan, and Guanjing insulin glyphosine and Li Pharmaceutical quotation was 48.71 yuan.

In terms of multinational pharmaceutical companies, Nuo and Nord's insulin injection, sperm insulin, seminal insulin (30r), diquin insulin, Degu insulin, door winter insulin 30, and door winter insulin are marked; The two products of the two products of the two products of Sanofi Valley Insulin injection, glycry insulin injection liquid; Eli Lamin insulin, sperm insulin, seminal insulin hybrid injections, preserved insulin, seminal zinc reorganization and preserved insulin hybrid injection injection 5 products in 5 products.

Among them, the third -generation premixed insulin of Lilly Lili Lotic La Le La La (Symphony Zinc Reorganization Reading Preserved Incorrect Injection (25R)) was even reduced to less than 20 yuan. Most people insulin.

This also means that with the implementation of the collection, the burden of medication has been further reduced, which will also affect the patient's medication. Three -generation insulin market demand for "quality and low price" may be further released.

The centralized procurement reform of drugs and high -value medical consumables continued to advance, and the price of medical prices was effectively squeezed with market -oriented mechanisms. At the previous routine blowing of the State Council, Chen Jinfu, deputy director of the State Medical Insurance Bureau, said that from the cumulative results of the three years of reform, the state organized a collection of more than 260 billion yuan. Since 2018, six batches of drugs have been carried out. The first six batches of drugs have receded an average of 53%, and the average decrease of cardiac stents was 93%. The average price of artificial hip and knee joint was 82%. The overall price level of drugs in 2019 and 2021 continued to decline, with an average annual 7%.

Earlier this year, the State Council proposed that it is necessary to promote the normalization, institutionalization, and speed up expansion of centralized procurement, and continue to reduce the price of medicine and benefit patients. According to the decision -making deployment of the National Assembly, the national concentrated volume procurement in 2022 will be upgraded again, not only will the number of mining will increase, but the category will also expand again.

In response to the competitive landscape of the Chinese and foreign markets after the insulin set, there are also analysts that the market share of multinational pharmaceutical companies can decline, so that more local companies can take advantage of the situation to obtain more market share. One of the important directions for advancement, but no matter which pharmaceutical company is drawn, there is no doubt that in the insulin market, the competitive pattern behind the tens of billions of scale is also expected to adjust. Serving patients, this is also the biggest meaning behind this insulin collection.

What is the trend behind the special collection of insulin?

Judging from the differences between the landscape of the insulin collection and the first five episodes, this is also the first attempt to expand from chemical drugs to the field of biopharmaceuticals. This attempt is also considered by industry insiders that the trend of other biopharmaceuticals in the future has become increasingly prominent.

Regarding the significance of the landing of insulin collection, the above -mentioned securities research institute and chief analyst of the pharmaceutical industry analyzed the reporter's analysis that the relevant industries will usher in structural adjustment, which will benefit the leading enterprise with abundant production capacity in the insulin industry and the high coverage of terminal medical institutions. Essence There are also more voices that according to the advancement of the previous rounds of collection, the specific impact also needs to be based on the patient's medication habits and specific clinical needs.

Recently, Professor Peng Yongde, the First People's Hospital of Shanghai Jiaotong University, also pointed out when interpreting the insulin collection policy that compared with the purchase of chemicals, the insulin collection policy is different. In the procurement of volume, all the medicines participating in the drug must be evaluated by the consistency of the medicine, proving that the drugs participating in the purchase of the volume are consistent with the original drug molecular structure, efficacy, and safety. Because of the support of drug consistency evaluation as the theoretical support of chemical band purchases, most of the bidders purchased by chemical band purchases are domestic companies drugs. Medical institutions should give priority to choosing the bid for bid procurement drugs. You can choose the original drug after the drug.

Peng Yongde said: "But insulin collection policies are different. Insulin is a special biological product. Different varieties and specifications cannot be replaced by each other, and there is no drug consistency evaluation. Therefore, this insulin collection, China participated in China All insulin is used to win the bid, and you can enter the collection catalog. In clinical work, avoid the occurrence of "one -size -fits -all -cut" and blind replacement of insulin, because the insulin of different varieties of specifications may cause serious consequences to patients. "

Peng Yongde also pointed out that after the implementation of insulin collection policies, it will generally not affect clinical use in general, such as basic insulin and pre -insulin, and the role of insulin in the same variety of specifications is similar. From a large direction, it will not affect the treatment of patients' treatment. Essence However, the same variety specifications, different manufacturers' insulin injection devices are different. If the patient changes the insulin, you need to re -buy the injection device, and at the same time, you need to learn and train how to use a new injection device, which will cause inconvenience to the patient.

Because there are differences between different insulin, although the same variety of insulin is the same molecular, the biological agent has a three -dimensional structure, the production process will cause differences, the stability is different, and the insulin difference between different varieties will be even greater. Therefore, as a clinician, at the level of enforcement and the requirements of the collection of policies, we must respect the patient's choice and the wishes of the patient. Between doctors and patients, we must communicate fully, and we cannot blindly replace the treatment plan, otherwise it will bring medical problems.

In addition, because most patients basically do not know that the purchase of such professional nouns, they are only worried that the price of drug prices is suddenly so cheap, and the quality will decline. From a doctor's perspective, they can only explain to the patient in a more popular language. Why why? Now there is a median that can be replaced with the same quality but lower price.

The above -mentioned endocrine department clinicians pointed out to reporters:

First of all, from the perspective of doctors and hospital management, I hope that before policy implementation, I can fully do a good job of knowledge and propaganda at all levels of society, which is more conducive to the implementation and implementation of the hospital;

Secondly, the original intention of concentrated procurement is to minimize the circulation costs of drugs in the middle. I hope that the purchase can solve more "gold sales" links on this basis, so that patients can truly get affordable, cheap and good medicines that are cheap and good. It

In addition, as the number of enterprises selected in the collection varieties continues to increase, supply guarantee is also an important indicator, which is worthy of the attention of pharmaceutical companies.

I have to say that whether it is price, quality, or production capacity, in the environment, the implementation of drug collection has also had an important impact on the development of enterprises. Facing collection, in terms of management, enterprises need to continue to deepen the products, build a marketing team, and develop diversified development. Especially in recent years, the biomedical industry has developed rapidly and has improved its innovation. The era of wins and winning in the past has passed. In order to seize market share as much as possible, whether local companies are still in the direction of transnational pharmaceutical companies to achieve accuracy layout.

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