See the soul -style bargain again!Average price reduction 48%

Source: Securities Times

On July 12, the seventh batch of national collection of the seventh batch of national collection was officially opened. The collection of 60 drugs in this collection is successful. The average price reduction of drugs is planned to be selected by 48%. According to the agreed purchase volume, it is expected to save 18.5 billion yuan per year.

In the evening, many companies announced their products to win the seventh group of national collection. Among them, Kellen Pharmaceuticals planned to win a total of up to 11 products, and Hansen Pharmaceutical had 5 products to win the bid, and 2 products in Haizheng Pharmaceuticals won the bid.

Since the establishment of the State Medical Insurance Bureau in 2018, 7 batches of national organizational drugs have been carried out, covering a total of 294 kinds of drugs. According to the pre -mining price, the amount involved accounts for 35%of the annual procurement of chemicals and biopharmaceuticals in public medical institutions. The concentrated volume procurement has become an important model for drug procurement of public hospitals.

Multiple companies announced to be selected

According to reports, pharmaceutical companies actively participated in the collection, 488 products from 295 companies participated in the bidding, and 327 products from 217 companies were qualified for selection. Among them, 6 of the six international pharmaceutical companies were selected, and 211 domestic pharmaceutical companies were selected as 321 products, and the proportion of bidding companies was 73%.

On the evening of July 12, a number of listed companies issued an announcement that the company's products planned to select the seventh batch of centralized nationwide drugs.

Domestic infusion leader Coron Pharmaceutical announced that the company and subsidiaries participated in the seventh batch of centralized nationwide pharmaceutical procurement bidding on July 12. The company's 11 products such as sodium chloride injection, azolic acid injection, azolic acid injection, and phosphoric acid octopic acid, etc.

Regarding the project to win this time, Colom Pharmaceutical stated that if the company subsequently signed a procurement contract and implemented it, it will further expand the sales of related products, increase market share, increase the company's brand influence, and have a positive impact on the company's future operation performance Essence

Hanyu Pharmaceutical announced at night that the company's heavy product "Yitatapptide injection" was successfully selected in the seventh batch of national drug collection. Hanyu Pharmaceutical said that the company's "Eitaba Peptide Injecting Light" was successfully selected this time that it was conducive to the company's cardiovascular industry products quickly open the domestic sales market, increase market share, promote the development of relevant products in the domestic market, enhance the company's brand influence Create new performance increment.

Hisheng Pharmaceutical announced in the evening that the company and the wholly -owned subsidiary Hanhui Pharmaceutical participated in the seventh batch of centralized nationwide bidding for the seventh batch of nationwide drugs organized by the joint procurement office. After the bidding and bid evaluation of the joint office, the company's products are planned for the centralized procurement of the phenolic phenolin tablets and Lula Siratone tablets.

It is also reported that a total of 5 drugs in Hansen Pharmaceuticals were successfully selected, namely Hengsen (injecting Mikafen's net sodium), Pladine (Elotinininyl Hydininine), Malayic acid Aafitinib, and Shengli Nihini, Shengli Pinnin, Shengli Nihocene, and Shengsa Fuda (apple acid sanitininib capsule), Lula Siraidone tablets.

Big varieties gathered, injections occupy the protagonist

From the perspective of the variety of collection, the large market size and sufficient competition have always been the focus of collection. The seventh batch of national optics continues the trend of large varieties.

According to statistics, among the seventh batch of major varieties, more than 10 varieties with more than 1 billion market size, including Omeprazole, Morro Peinan, Niferne Pleurotus, Donnah, Owanptide, Ilidekang, Metollo, Metolo, and Metollo Our and other large varieties.

Among them, Omeprazole is the first listed proton pump inhibitor, which is suitable for other diseases caused by gastric esophageal reflux disease and excessive acidic formula in the gastric. According to Mine.com data, the sales of Omertazole sodium in 2020 in the terminal of the terminal of Chinese public medical institutions were 5 billion yuan, and the sales volume was first in the injection of digestive ulcer injection products in similar treatments.

Meiro Peinan is an anti -infective drug, which is suitable for adults and children infected by a single or multiple bacteria that are sensitive to Mero Peinan. According to Mine.com, Mero Peinan injection in 2019 China's public medical institution terminal sales reached 6 billion yuan. Nifine is a heavy -dwelling variety. Miine.com data shows that in 2020, Nizeto Horizon sold 6.8 billion yuan in the domestic hospital market. Plazanophopidic is mainly used for hypertension, coronary heart disease, and labor angina pectoris.

From the perspective of pharmaceutical dosage forms, injection is still the focus of this collection. Among the varieties of this collection, 28 are injections, accounting for nearly 50%. Among them, the most intense competition is Ome Litzole injection, with as many as 26 companies, including the original pharmaceutical companies Astrikon and Aoshay, North China Pharmaceutical, Yipinhong, Coron Pharmaceutical, Luo Xin Pharmaceutical, Fu'an Pharmaceutical Industry Wait for 25 local companies that have "appraised".

In fact, starting from the fifth batch of collection, the focus of the variety involved in the national collection has been tilted from oral drugs to the injection field. With the advancement of the consistency evaluation of injection, the injection will continue to attract the attention of collecting policies.

From the perspective of competition, this collection is still "inside". According to statistics, in addition to ohoprazole injection liquid, propyol is orally for Norofovir, cheromyrocyrin phosphate injections, Lidakin injection, cephalosporin oral constant -release type, cephalosporin injection, nitrate, nitrate, nitric Benzene flat -controlled release type, Edara's injection, Osdowe Weigto lying dosage form, doolfan injection, ceflypyrpin injection, sulfonic acid Llinini capsules, miulnie farmers injection and other varieties are all 10 Home or above companies are competing.

Normally, forcing enterprises to transform and innovate

On the evening of the 12th, according to China News Network, 60 drugs were purchased in this episode successfully, and the average price of drugs was planned to be selected by 48%, which can be called "soul -type bargaining." According to agreed purchases, it is expected to save 18.5 billion yuan per year. In recent years, the reform of centralized and high -value medical consumables has continued to advance, and the market -oriented mechanism has effectively squeezed the price of medical prices. Since the establishment of the State Medical Insurance Bureau in 2018, 7 batches of national organizational drugs have been carried out, covering a total of 294 kinds of drugs. According to the pre -mining price, the amount involved accounts for 35%of the annual procurement of chemicals and biopharmaceuticals in public medical institutions. The concentrated volume procurement has become an important model for drug procurement of public hospitals.

In 2021, the national pharmaceutical collection policy gradually shifted from pilot to normal operation. In early 2022, the executive meeting of the State Council made it clear that "to promote the normalization of centralized procurement, institutionalization, and accelerating the expansion, continuously reducing the price of medicine and benefiting patients. "

From the perspective of the industry, the intensive collection of collection is accelerating the prices of squeezing the prices of drugs. In the future, the medical collection will tend to be normalized, forcing pharmaceutical companies to carry out innovative transformation, and innovative drugs will become the future profit point of pharmaceutical companies.

Dongguan Securities believes that the competition pattern of related varieties after collection will be reshaped. As the collection of collection tends to be normalized, the impact on the market has weakened. Companies involving large varieties and large market share are highly impacted. From the perspective of policy orientation, the collection of pushing pharmaceutical companies for innovation and transformation.

The Guolian Securities previously stated that the average price of drug collection prices of the four times was about 50%, and the frequency of collecting mining at this stage was twice a year. The impact of Jixai's impact on the pharmaceutical and biological industry is weakened compared to before; in the field of pharmaceuticals, the sub -sector that reduces the price of immunohisties in the field of drugs is still more investment value. Innovative drugs belong to the new drug sequence and will not enter the collection of collection; at this stage of anesthesia drugs, they will not participate in the collection.

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