New bidding for basic medicines wins at a new starting point

The new version of the base drug tender, Beijing, Qinghai, Shandong, Shanghai, and Guangdong has yielded results, and other provinces are in full swing, with different rules and hidden mysteries. The industry structure is changing again. What are the trends and who is winning at a new starting point?

The base drug market has grown faster than the industry. Promote the use of “safe, effective, and reasonably priced” drug-based drugs, expand the scope of use of the drug-based drug list and the proportion of drug-based drugs, enhance the guiding role of drug-based drugs for clinical use of drugs, and control the cost of drugs and change the use of drugs to provide medical services. "The direction is the same. We believe that the base drug market is in a period of gold development.

The Beijing-based drug tendering contract will provide a good demonstration role. The practice of winning a bid with high quality weight and winning multiple bids in each auction group has provided a good demonstration role for the new round of tenders in various regions, reflecting the trend of turning back the only low bids under the “double envelope” system.

Qinghai was the first province after Beijing to issue a new edition of the base drug tender. The practice of moderate price limits, quality stratification, and winning bids in each auction group continued and developed the concept of quality in Beijing bidding. Qinghai’s bidding results have reduced the price range and are representative.

The rigorous degree of the tender mode in Guangdong is outstanding, with exploration and piloting as the mainstay. Even though the severity of the Guangdong plan is outstanding, the winning price of many varieties is still higher than that of Beijing, and only a few varieties are more than 10% lower than the winning bid prices in Beijing. This shows that under the most severe bidding mechanism, the overall price of the base medicine has gradually increased. Stable, the prices of many varieties have no room to fall.

Anhui's new base drug tendering program released noticeable loose information. In the previous round of bidding for base medicines, Anhui initiated the “double-envelope” system and won the bid at a low price. However, the new scheme was significantly different from the previous bidding scheme. This time, the quality stratification, significant technology mark, and the highest composite score were the winning bids. The last time, basically the opposite, shows the orientation of Anhui to abandon the quality of low-price insurance. Combined with the requirements of Anhui to require all-public hospitals to cover all public hospitals, we can see that the quality of the base drugs requires higher requirements.

Exclusive species become "evergreen". Since there is no competing product, the exclusive varieties generally have a good price maintenance system and form a virtuous circle of prices in the bidding. The bidding for Beijing-based medicines basically confirmed the price of the exclusive products. Since then, the bidding prices for the exclusive products in Qinghai, Shandong, Shanghai, and Guangdong have been higher than the bid prices in Beijing. The future low-priced exclusive varieties also have substantial price increases.

In the provinces and cities where the original research medicine is no longer divided into high-quality levels, some of the original research medicines have given up the market for base medicines, which has provided opportunities for the development of generic medicines in the market for generic medicines. Exclusive generic medicines have the exclusive advantage of the market for the base medicines. For example, the case of Huadong Medicine's Acarbose Tablets in the bidding for Guangdong based medicines. Changshan Pharmaceutical's low-molecular-weight heparin calcium also has an opportunity to replace the original research drug in the Shandong-based pharmaceutical market.

Generic drugs and generic drugs at the stage of generic drug use are among the species with the largest price cuts, such as oxaliplatin and risperidone, which have been markedly undercut in this round of bidding. Some companies took the initiative to respond to the trend, reflecting excellent market adaptability and competitiveness, such as the Oxaliplatin tenders in Beijing and Qinghai, and the letter in the bidding for Guangdong Cyclosporine.

Price-for-price is the purpose of competing for the market of basic medicines. The essence is to replace the advantages of the products in the market with a limited price, or to take advantage of the competitive pattern. For exclusive products, it is in exchange for an advantageous layout, which is in exchange for competitive products. Competitive advantages. Among the newly entered categories in the list of basic medicines, some large-area exclusive varieties have the potential to significantly change their prices. For example, the compound Xuesaitong capsules of all medicines, the serum-reducing brain granules of Tasly, and the pine ginseng of Yiling Pharmaceutical Co., Ltd. Heart capsules and so on.