New base drug market expansion 240 billion local bidding or delay


Release time:

2013-03-25

Although the list of new basic drugs released in mid-March will be implemented on May 1, pharmaceutical companies preparing for bidding for new basic drugs will wait longer-the bidding of provincial health departments may be postponed for a period of time.
In fact, it usually takes 2-3 months from the beginning to the end of the bidding for basic drugs. From the date of publication of the catalogue to the date of implementation, time is clearly insufficient. At present, the Jiangsu Provincial Department of Health has held a meeting to delay the bidding time for basic drugs by two months.
The 2012 edition of the National Essential Drug List, which was tendered or delayed this month, is called the new basic drug list and was released about three months later than originally planned. As early as mid -2012, former Minister of Health Chen Zhu stated that the new version of the basic drug catalog would be released in 2012, but various disputes such as the price and quantity of exclusive varieties made this catalog late.
What has been delayed may also be tendering around. The new catalogue of basic drugs will be implemented on May 1 this year. This means that starting from May 1, medical institutions across the country will be equipped with drugs in accordance with the new catalogue. However, there are only 30 days left before May 1.
The reporter learned from relevant people that the Jiangsu Provincial Department of Health has held a meeting specifically for the implementation of basic drugs, and the relevant bidding work has been started. However, according to the previous bidding situation, the bidding work is more cumbersome. The bidding agencies in various regions first adjusted the original use catalog and created a new supplementary catalog. From the beginning to the end, it usually takes 2 to 3 months. This year's tender has a more special significance for the pharmaceutical market.
The new version of the basic drug catalogue supporting policy requires that only the provincial health department has the bidding power, and there is only one opportunity to add, and no temporary changes are allowed. In the past, the power of bidding could be delegated to the prefecture level. Therefore, as a provincial bidding party, it is more cautious and facing greater pressure to make various preparations as much as possible, including the actual clinical needs and the protection of local enterprises. For pharmaceutical companies, this will be a difficult battle. If the bid is not won, according to the implementation of the 2009 edition of the basic drug catalogue, there will be no chance to participate in the bidding for at least three years.
The 2009 edition of the basic drug catalogue also stipulates that even if the drugs have not won the bid to supplement the catalogue, they can still be sold in tertiary hospitals. Therefore, if it is a drug within the scope of medical insurance reimbursement, it will not have much impact on the enterprise. In some areas, Class A medical insurance is reimbursed by 100 per cent and Class B by 80 per cent. This time, the rules have changed everything. For manufacturers, the first problem with the list of basic drugs added by places that have not won the bid is the loss of the market for a large number of primary medical institutions. At present, the state requires 100 per cent of primary medical institutions to be equipped, and for health insurance drugs, although they can still be sold in 2. tertiary hospitals, they are affected by local measures to limit health insurance, as well as the state's explicit proposal to 2. the ratio of basic drugs in tertiary medical institutions, which is bound to affect the existing market share.
Therefore, desperately rushing into the list of basic drugs is what pharmaceutical companies are trying their best to do. For local governments, how to use existing funds to complete the country's requirements for basic drugs and balance the interests of all aspects is also a very difficult task.
Therefore, the addition of the list of basic drugs may be full of twists and turns. In addition, the impact of the new version of the basic drug bidding is also the impact of the national guidance price. The state has a national guide price for the separate pricing and exclusive varieties in the new version of the basic drug catalog. At present, the guiding price has not yet been issued, so the local bidding process cannot be started.
240 billion of expansion of basic drug market
Although the bidding has not yet started, but a bidding "war" has begun.
Compared with the 307 drugs released in 2009, the new version of the list of basic drugs has increased significantly, with an increase of more than 60%, to 520. Among them, there are 327 kinds of chemical drugs and biological products, 112 more than the 2009 version, and 203 kinds of traditional Chinese medicine, 101 more than the 2009 version. Although the variety has increased, the number of drug specifications has only increased from more than 780 to more than 850, and the number of dosage forms has decreased from more than 2600 to more than 1400. At the same time, it has also reduced some clinical specifications. Take streptomycin as an example. According to the requirements of the 2009 edition, all manufacturers in the country have produced 50 kinds of specifications including tablets, water injections and freeze-dried powders. According to the requirements of the 2012 edition, there are only 34 kinds left. The reduction ratio of antibiotics and other manufacturers is even more obvious.
People in the pharmaceutical industry believe that this measure effectively meets clinical needs while keeping some clinical specifications out of the door frame, increasing the density of drugs, and the competition for bidding will be more intense, which can effectively reduce prices. And some of the varieties that relied on very specifications to maintain prices in the 2009 version of the catalog were ruthlessly excluded from the catalog this time.
However, compared with the 2009 version of the catalogue, the new version of the basic drug catalogue is still less than the local catalogue. This time, the Ministry of Health also made a clear request to all localities to review the implementation status of the 2009 edition of the catalogue and adjust the varieties in the supplementary catalogue. Another issue that companies are concerned about is the proportion of medical institutions that must be equipped, leading to market expansion.
According to the analysis of China Merchants Securities analysts, the corresponding market for essential drugs will be expanded by about 4 times. "The new version of essential drugs should reach about 50% in the county's secondary hospitals, and the sales of essential drugs in the tertiary hospitals should reach 25% ~ 30%. The drug capacity of county-level hospitals and hospitals above the county level is 2.2 times and 10 times that of the primary market respectively. According to this ratio, the corresponding market capacity of essential drugs will be expanded by 3.4 to 4.1 times".
The 2013 National Health Work Conference proposed that the use and sales of essential drugs in secondary hospitals should reach 40% to 50%, and the county-level secondary hospitals in its reform pilot should reach 50%, and the sales of tertiary hospitals should reach 25%.% ~ 30%. According to the data of the Southern Institute of Pharmaceutical Economics in 2011, the drug capacity of county-level hospitals and hospitals above the county level is measured at about 2.2 times and 10 times of the primary medical market, respectively.
If calculated according to the 58 billion scale of the essential drug market in primary medical institutions in 2012, if hospitals at or above the county level in all provinces strictly implement the policy of allocation and use of essential drugs in the future, the essential drug market may be expanded to about 300 billion. 300 billion will account for at least about 30% of China's total pharmaceutical market share. The industry believes that it may reach 40%. The proportion is so high that most pharmaceutical companies are full of expectations. At the same time, competition is becoming more intense. It is understood that most enterprises have begun to arrange the supplementary catalogue of key provinces and prepare for national bidding.
Of course, the enterprise is the first to surround the medical tenderer.