The Fourth Batch Of National Centralized Procurement Plans To Save 12.4 Billion Yuan Of Drug Costs
The government's policy of centralized purchase is to "protect the basic". Domestic drugs in the hospital channel will account for about 70% to 80%, meeting the basic needs of patients. For patients with higher demand, they often choose the retail market.
On February 3, the fourth batch of centralized drug procurement organized by the state was opened in Shanghai, and the results of the proposed selection were produced. A total of 158 winning products were purchased in this centralized purchase, with an average reduction rate of 52% and a maximum reduction rate of 96%. The fourth batch of drugs involved in the treatment of hypertension, diabetes, gastrointestinal diseases, psychiatric diseases, malignant tumors and other treatment fields. According to the preliminary calculation, it is estimated that 12.4 billion yuan of drug costs will be saved in one year. It is understood that patients across the country are expected to use the drugs after the price reduction of this centralized purchase in May 2021.
Judging from the on-site situation and the results released, price reduction is still the most concerned topic. The price reduction of domestic drugs is still very large. Multinational pharmaceutical enterprises are still cautious in this performance, and some enterprises still abandon the bid. Moreover, the Quotation Strategies of enterprises are becoming more and more mature. For example, for nateglinide tablets / 120mg / 12 tablets, Novartis offered 1.18 yuan per tablet, which was 1% of the highest effective bidding price. In the third national centralized purchase, many multinational pharmaceutical enterprises directly quoted multiple times the highest effective bidding price.
On the price issue, Fu Gang, vice president of China Pharmaceutical Business Association, told reporters that all centralized purchasing products will definitely return to cost performance in the future, and the demand is also differentiated. The government's policy of centralized purchase is to "protect the basic". Domestic drugs in the hospital channel will account for about 70% to 80%, meeting the basic needs of patients. For patients with higher demand, they often choose the retail market.
At the same time, relevant persons in charge of several multinational pharmaceutical enterprises, including Epson, told the reporter of 21st century economic news that the division of labor is becoming more and more detailed, and a third-party professional business platform including Baiyang pharmaceutical has emerged, which is a very effective platform for enterprises to expand their market outside the market, and can also effectively save the marketing costs of enterprises.
At the same time, it should be noted that from the demand side, factors such as procurement with volume, expiration of a large number of patented drugs and aging population will further promote the demand for API. Shi lichen, director of Beijing Dingchen pharmaceutical management consulting center, believes that under the trend of institutionalization and normalization of national centralized purchasing, the API industry and commercialization mode are already in the process of reform. Moreover, from the perspective of a series of policies including API anti-monopoly, the mode of combination boxing will pave the way for the better development of Jicai.
Saving 12.4 billion yuan
On the evening of February 3, the results of the fourth batch of national centralized drug procurement were announced. In this round of centralized purchase, 45 varieties and 80 product specifications were included, involving 21 foreign-funded enterprises and 105 domestic enterprises. On that night, East China pharmaceutical, Jingxin pharmaceutical, dongyangguang, Minolta, Puli pharmaceutical and other enterprises disclosed the information that related products participated in the centralized procurement and were to be selected.
Compared with previous batches of centralized procurement, the fourth batch focused on drugs with large consumption and high purchase amount in the list of basic medical insurance drugs. Among the 45 varieties and 80 product specifications included in the collection, 8 were injection varieties, 3 were eye drops, and the rest were oral preparations. According to the data of MI Nei net, the total sales volume of 45 generic drugs in China's public medical institutions in 2019 is 55 billion yuan, involving the highest procurement scale of more than 25 billion yuan, and the purchase amount of nine major varieties exceeds 1 billion yuan.
Price reduction is still the main theme, and the cost of a number of commonly used drugs and anti-cancer drugs will be significantly reduced.
For example, the price of esomeprazole enteric coated tablets (20 mg / tablet) decreased from 9 yuan to 3 yuan after collection, and the cost of the whole course of treatment was about 240 yuan. The price of sorafenib, an anticancer drug, dropped from 95 yuan to 30 yuan. According to the dosage of 2 tablets per day, it can save 3900 yuan per month for patients.
The cost of bortezomib injection, an anticancer drug for the treatment of multiple myeloma, was reduced from 1500 yuan to 600 yuan. The cost of the whole course of treatment was about 36000 yuan. Amisulpride was selected by Sanofi company, the original drug research enterprise. The price of amisulpride was reduced from 12 yuan to 1.6 yuan, and the patient could save 912 yuan per month.
According to the published results, the injection that the market focuses on is also fierce competition, with a total of 8 injections included in the list. In terms of the purchase scale of each drug, nine products with a purchase scale of more than 1 billion yuan include parecoxib injection, ambroxol injection, doxofylline injection, pantoprazole injection and other injection products.
In terms of the average price decline, it is similar to the first three batches of centralized purchase. The average decline rate of this round is also close to 52%, and the highest drop rate is 96%. According to the preliminary calculation, it is estimated that 12.4 billion yuan of drug costs will be saved in one year.
Chen Jinfu, deputy director of the State Medical Security Bureau, previously pointed out that the first three batches of state-owned centralized drug procurement involved 112 varieties, and the average decline of selected products reached 54%. By 2020, the actual procurement volume had reached 2.4 times of the agreed procurement volume, and the overall cost savings exceeded 100 billion yuan, effectively reducing the burden of patients. At the same time, according to the basic rules of centralized procurement organized by the state, the local government carried out centralized procurement of drugs. The total number of centralized procurement at provincial level reached 259 varieties, and the annual cost savings reached 24 billion yuan.
In this regard, Fu Gang pointed out that the government's policy of centralized purchasing is to "guarantee the basic level", and enterprises will exchange the quantity with price. However, all the products of centralized purchase will definitely return to the cost performance ratio in the future, and the demand will also be differentiated.
Changing the pattern
The performance of multinational pharmaceutical enterprises in national centralized procurement has also been paid close attention.
A senior person in the industry told the 21st century economic news reporter that in the third batch of national centralized procurement, those who directly quoted prices far higher than the highest effective bidding price took the initiative to leave the competition. However, the quotation of multinational pharmaceutical enterprises was relatively "mild", and many enterprises were stepping on the "line" quotation. According to the specification of nateglinide tablets / 120mg / 12 tablets, Novartis offered RMB 1.18 per tablet this time, which was 1% on the highest valid quotation.
According to Fu Gang, many multinational pharmaceutical companies are unable to cut prices substantially because they want to maintain the global price system.
However, in fact, before the start of centralized purchase, multinational pharmaceutical companies have actively reduced the price of their products. On January 18, Pfizer's new anticancer drug "Aibo Xin", which failed in both medical insurance negotiations, took the initiative to reduce the monthly treatment cost from 29799 yuan to 13667 yuan, with a reduction rate of 54%.
In addition to actively reducing prices, multinational pharmaceutical companies are also looking for the outside hospital market. Fu Gang pointed out to the reporter of the 21st century economic report that most of the expired patent drugs of many multinational pharmaceutical enterprises belong to long-term reuse products in practice. There will still be long tail effect in patients and the demand is still there. Therefore, some patients will still insist on purchasing the original research drugs with higher hospital prices.
However, Fu Gang also pointed out that under this background, multinational pharmaceutical enterprises have certain difficulties in further expanding the population, because newly added patients in the hospital often use prescription domestic drugs first. Although there will also be people who go to pharmacies to turn to original research brands, the growth rate will not be as fast as before.
"This kind of original non patent prescription drug will definitely decline in quantity and relatively stable price from the hospital channel to the retail channel, but its marketing expenses will also be reduced, so it will have a reasonable profit. It does not need to equip the corresponding marketing team, and can save funds and resources. Focusing on newly listed patent drugs, basically, all multinational companies in China In fact, in other countries, they are the same strategy. " Fu Gang pointed out.
It is understood that the price of Baitangping, which was included in the centralized purchase, has been greatly reduced. However, due to insufficient production capacity, many hospitals are out of stock, but there are still sales in many retail markets. Fu Gang pointed out to the reporter of the 21st century economic report that this phenomenon will be more and more. Most multinational pharmaceutical enterprises have reached a consensus, that is, the original brand drugs which have formed a scale will give up the original channels in the hospital and focus on the retail market in the process of centralized purchase. In the retail market, the price still maintains the brand price, and profits can be recovered. Then the hospital promotion platform is dissolved, and then the power is put into the market of innovative drugs.
Professionals including Fu Gang believe that there will be more and more specialized business platforms, which can effectively save the marketing costs of enterprises.
Fu Gang pointed out that according to the data released by listed companies, the marketing expense rate of most listed pharmaceutical enterprises is above 45% - 50%. In the past, the gross profit of drugs was high, and some single products also had a marketing team of two or three thousand people. However, in the current pharmaceutical background of centralized purchase and medical insurance cost control, this mode is not sustainable. At the same time, the pharmaceutical industry also has a professional division of labor, such as professional clinical outsourcing platform and commercial platform third-party platform.
Since the implementation of the centralized purchase policy, many multinational pharmaceutical enterprises, including Takeda pharmaceutical, astilat, and Epson, have cooperated deeply with Baiyang Pharmaceutical Group to lay out the retail work of prescription drugs in the off hospital market. At present, multinational pharmaceutical companies need to change their thinking and actively look for more business development paths, Chen Jialin, general manager of Epson China, told 21st century economic reporter.
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