On the 3rd, the fourth batch of national drug collection, which has attracted much attention, announced the results of the proposed selection, with an average price reduction of 52%. It is worth noting that in this round of collection, the variety of injections has increased significantly, as well as drugs for the treatment of mental diseases.

In the view of industry experts, the process of replacing the original research drug market with domestic high-end generic drugs will accelerate in the future. At the same time, domestic pharmaceutical enterprises are also facing more fierce competition in innovative technology and industry reshuffle and integration.

Collection of drug prices again "diving" into the inclusion of antidepressants

The proposed drug price "diving" is still the most concerned highlight of this collection. All 45 drugs included in the procurement were successfully purchased, with an average price reduction of 52%.

This batch of collection, many anti-cancer drug prices directly "cut".

For example, the price of sorafenib, an anticancer drug, has dropped from 95 yuan to 30 yuan. Based on the dosage of 2 tablets per day, it can save 3900 yuan per month for patients. The single price of bortezomib injection for the treatment of multiple myeloma has been reduced from 1500 yuan to 600 yuan, which can save about 36000 yuan in the whole course of treatment.

In addition, esomeprazole enteric-coated tablets (20mg/tablet) for gastric ulcer treatment, the price of each tablet dropped from 9 yuan to 3 yuan after collection, saving about 240 yuan for the whole course of treatment.

It is worth mentioning that this collection for the first time to include a number of injection varieties, including 8 injection varieties, more than the sum of the first three batches, collection coverage of drug dosage forms category further expanded. Eight varieties accounted for 31% of the total amount of drugs purchased, with an average price reduction of 75%.

Taking ambroxol hydrochloride injection, which is widely used in clinic, as an example, the proposed winning price of Yunnan Longhai Natural Plant Pharmaceutical Co., Ltd. is only 2.3 yuan, and the average price is only more than 20 cents.

Injections are widely used in clinical practice, the amount is larger, a number of injection products into the collection to reduce prices, meaning that the national collection is further expanding the coverage.

In addition, this purchase involves not only drugs in the treatment of hypertension, diabetes, digestive tract diseases, malignant tumors and other fields, but also drugs for mental diseases, including antidepressants.

For example, for the treatment of depression and generalized anxiety disorder, duloxetine hydrochloride enteric-coated capsules, this collection has a number of domestic pharmaceutical companies into the procurement of generic products, including Qingdao Baiyang Pharmaceutical Co., Ltd., Shanghai Shangyao Zhongxi Pharmaceutical Co., Ltd., Shiyao Group Ouyi Pharmaceutical Co., Ltd. and so on.

Generic drugs accelerate the replacement of the original research drug prices in addition to more innovation

According to the information from the National Health Insurance Bureau, a total of 152 enterprises participated in the collection, resulting in 118 enterprises to be selected, and the proportion of enterprises to be selected increased to 71%.

It is worth noting that in this collection, some multinational pharmaceutical companies have also changed their "Buddhist" attitude and actively quoted prices.

The 158 selected products include 5 products from 5 foreign-funded companies, involving multinational pharmaceutical companies in Germany, France, India and Japan.

For example, Fresenius Cabi's propofol medium/long chain fat emulsion injection and Sanofi's amisulpride tablets have both reduced their prices by more than 80%, surpassing local pharmaceutical companies.

On the other hand, with multiple rounds of collection landing, generic drugs to accelerate the replacement of the original research drug competition pattern is also increasingly prominent.

Among the 158 selected products, 156 generic drugs and 2 original drugs were evaluated by quality and efficacy consistency. Generic drugs occupy an absolute proportion.

Insiders analysis, the collection of some varieties of the main market share occupied by the original research drugs, domestic pharmaceutical companies can use the collection of generic drugs to quickly seize market share.

At the same time, with the continuous promotion of consistency evaluation, collection will become the regular sales model of generic drugs, and with the reduction of product prices, drug accessibility is further improved, product release speed greatly increased.

In the context of increasingly fierce competition in domestic generic drugs, in addition to price, technological innovation is also the key focus of competition for the survival of the fittest in pharmaceutical companies.

For example, Zheng Aiju, general manager of Baiyang Pharmaceutical, introduced to the media that the duloxetine hydrochloride enteric-coated capsule selected by the enterprise this time used enteric-coated pellet coating process (drug-containing layer, isolation layer and enteric-coated layer). The production process is complicated, which poses great challenges to drug preparation technology, and the technical competition of high-end generic drugs is fierce.

The state's move to "squeeze water" should be an inevitable trend.

"Group purchase", "soul bargain", the state to "squeeze water" ...... Public opinion often describes the drug concentration with volume procurement.

Indeed, from the "4+7" centralized procurement pilot to the national expansion, the national "group buying" drugs have brought about breakthrough results in the past two years: the three batches of national centralized procurement totaled 112 drugs, with an average price reduction of 54%, and the overall cost savings exceeded 100 billion yuan.

Before the results of the centralized procurement were released, the General Office of the State Council had just issued the "Opinions on Promoting the Normalization and Institutionalization of Centralized Drug Procurement."

Among them, it is clearly stated that in accordance with the principles of basic and clinical protection, the focus should be on the inclusion of drugs with large dosage and high purchase amount in the basic medical insurance drug catalog into the scope of procurement, and gradually cover all types of drugs that are clinically necessary and reliable in quality that are listed in the country. Should be adopted.

In addition, the document also emphasizes that drugs that have passed (including deemed to have passed, the same below) the quality and efficacy consistency evaluation of generic drugs (hereinafter referred to as consistency evaluation) are given priority to be included in the scope of procurement. When a certain quantity or amount of eligible drugs is reached, a centralized band purchase is initiated. Actively explore appropriate procurement methods for "orphan drugs" and shortage drugs to promote stable supply.

This means that in the future, it is a foregone conclusion that more types of drugs and therapeutic areas will be included in the national drug collection, and the optional scope of the public's "drug price list" will continue to expand.

For pharmaceutical companies, especially for domestic generic drug companies, centralized collection is more like a watershed of industry reshuffle.

Fu Gang, vice president of the China Pharmaceutical Business Association, analyzed the media that if it is a generic drug, there is no certain market scale, the enterprise itself does not have an international layout, and the domestic centralized procurement has not won the bid. There is no such opportunity to be prescribed by the first patient in the hospital, and the development of the enterprise will be more difficult.

"The decentralized pattern of thousands of pharmaceutical factories is also an immature manifestation of the entire industry, and there will be a process of integration." According to Fu Gang's analysis, domestic generic drug companies will experience "merging similar items". Some powerful companies will win and the industry will gradually mature. This is beneficial to market supervision and industrial ecology.