The seventh batch of national collection of drugs has decreased by 48%on average!There are medicines from 108 yuan per capsule to 18 yuan

On July 12, the seventh batch of national organizational drugs were concentrated in Nanjing. The 321 products from 211 domestic pharmaceutical companies were selected. The average price reduction of the selected drugs was 48%. According to agreed purchases, it is expected to save 18.5 billion yuan per year.

On the evening of the same day, many listed pharmaceutical companies such as Hanyu Pharmaceutical (300199.SZ) and Huahai Pharmaceutical (600521.SH) successively announced the results of the proposed selection. The Red Star Capital Bureau noticed that many varieties in this selected selection have not achieved listing sales, or shortly after listing. The future sales performance of the manufacturer has been "bottomed out" without listing without listing. Many listed pharmaceutical companies said that this will have a positive impact on the company's future operation performance.

Picture according to IC Photo

It is still the main variety, with an average price reduction of 48%

A number of listed companies issued the proposed selection announcement

On July 12, the seventh batch of national organizational drugs were purchased in Nanjing. According to reports, 488 products from 295 companies participated in the bidding, and 327 products from 217 companies were qualified for the selection. Among them, 6 international pharmaceutical companies have a total of 6 products selected; the remaining 211 domestic pharmaceutical companies have 321 products selected, and the proportion of bidding companies is 73%.

This procurement is included in 61 medicines, which continues the trend of large varieties, involving common diseases such as hypertension, diabetes, anti -infection, and digestive tract diseases, as well as major diseases such as lung cancer, liver cancer, kidney cancer, and bowel cancer. For medication, the average price reduction of drugs is 48%.

Taking the first -line liver cancer -targeted Yaolunbutoni capsule as an example, each medicine drops from an average of 108 yuan to an average of 18 yuan, and a treatment cycle can save 8,100 yuan. For the first time in the field of lowering blood pressure, it was included in the slow -controlled release agent. The price of nifeding horizontal control was 58%reduced, and the price of Matolol's slow -release tablet was 53%. The burden on the medication of patients with hypertension was significantly reduced.

Judging from the sales of the terminal of China's public medical institutions in 2021, the total market size of the collection of varieties exceeded 30 billion yuan, and the nonnopine horizontal controlled release type and Moro Peinan injection. Among them, Omeprazole injection competition is the most intense, and 28 pharmaceutical companies have met competitive conditions.

On the evening of July 12, Hanyu Pharmaceutical, Huahai Pharmaceutical, Huaner Pharmaceutical Factory (688799.SH), Cube Pharmaceutical (003020.SZ), Hyonalty Pharmaceutical (600267.SH), Yipinhong (300723.SH), Yangtze River Health (002435.SZ), Beiyu Pharmaceutical (300016.SZ), and Coron Pharmaceutical (002422.SZ) and many other listed companies have announced the results of the selection.

Colom Pharmaceutical proposed 11 varieties

"Influenza Pharmaceutical" Oshwa Wei as low as 0.99 yuan/piece

The Red Star Capital Bureau noticed that among the companies that have been announced, the most varieties in Colom Pharmaceutical have reached 11 varieties.

Among them, Potal acid injection is the key variety of Kelun Pharmaceutical, which is used to treat the osteoporosis of women's osteoporosis, adult men's osteoporosis, and PAGET's disease (deformation osteitis) in 2020- In 2021, sales revenue of 88.2146 million yuan and 101 billion yuan were achieved.

There are many varieties of Colom Pharmaceutical's proposed selection, which has nothing to do with the company's imitation drugs in recent years. Its 2021 annual report shows that the company's 33 products were approved to be listed and 30 products were declared and produced. From 2017 to 2021, Colom Pharmaceutical was approved for listing, and 52 items were in the application production stage.

It is also worth mentioning that the "fluid medicine" Olympiawell, which has attracted much attention, reduced from an average of 4.5 yuan to 1 yuan per piece.

On July 12, a bidding company told the Red Star Capital Bureau that this time Oasiswell's participation in the bidding company was fiercely competitive, more than 13. According to media reports, the final winning bidding companies include Dongyang (600673.SH), Huahai Pharmaceutical, Coron Pharmaceutical, Stone Medicine Ouyi, Qilu Pharmaceutical, etc. The minimum quotation is 0.99 yuan/piece, and the bidding enterprise is East Sunshine. The 30mg specification limit price is 6.45 yuan/piece, and the 75mg specification limit price is 13.01 yuan/piece.

According to the Red Star Capital Bureau, the price of 10 grains/boxes of Olympic Weiri was basically more than 100 yuan at that time, and Olyva Weil, which has the Dafi brand, sells for 240 yuan/box.

Many bidds are new products

The sales performance has been "bottomed" by the hospital

However, the Red Star Capital Bureau noticed that many varieties that were selected this time have not achieved listing sales, or shortly after listing.

Take Colom Pharmaceutical with the most selected varieties as an example. Faminininine and Palonoho-hydrochloride's injections have no income from 2020-2021.

The same is true of Yitar Patth peptide injection in Hanyu Pharmaceutical. The Eiddid Peptide injection was only evaluated by the quality and efficacy of generic drugs in August 2021. This product was used for patients with acute coronary arterial syndrome (unstable angina pectoris/non -ST segment elevation myocardial infarction).

Hanyu Pharmaceutical pointed out in the 2021 annual report that based on the shrinking of the capacity of the international market in Eitabin (also known as Errye), the trustee has made it clear that the company will no longer provide the company's processing business, and to maintain related drugs to maintain related drugs.The number of project management fees for the large amount of FDA (US Food and Drug Administration) must be paid each year.10,000 yuan.This also means that after the loss of overseas markets, Hanyu Pharmaceutical turned passively to the country, while the collection of the collection is expected to quickly enter the market to increase the domestic market share.

In fact, enterprises like Kellen Pharmaceutical and Hanyu Pharmaceutical, their products in the new listing stage, although they will reduce product profit margins to a certain extent, but more are "endorsements of public hospital channels"The sales performance also obtained the" bottom ", which will have a positive impact on the company's future business performance.

Red Star News reporter Deng Lingyao

Editor Ren Zhijiang

- END -