The showdown between Stryker and Weigao Orthopedics is a major attraction
The artificial joints after the collection are being implemented nationwide, and the spinal implant consumables have also sounded the horn of collection. On January 10, the Joint Procurement Office of High-value Medical Consumables organized by the State issued a notice to carry out centralized maintenance of spinal medical consumables information.
Artificial joints, trauma, spine are the three major focuses of orthopedic implant collection, Tianjin Joint Procurement Office has organized the national artificial joint collection, trauma consumables twelve provincial alliance collection. According to an insider of the Joint Procurement Office, the spine will become the finale of the collection of orthopedic consumables.
Previously, in some provinces and cities such as Anhui and Liaoning, the provincial collection of spine has been carried out. With Medtronic as the representative of the "lying flat" enterprises, the reduction of thoracolumbar intervertebral fusion devices is only 1%, giving up part of the market.
This time, some enterprises told the Health Bureau: The next spinal national collection can not be casually quoted, winning the bid can survive, the pressure of the enterprise is very large.
The three major foreign capital account for 60% of the market, and the potential for domestic substitution is huge
Spinal collection has long been made clear. On the day of the explanation of the artificial joint collection policy, Gao Xue, head of the national organization of high-value medical consumables joint procurement and collection team, clearly said: "After the artificial joint singing, everyone can go back to prepare for spinal tendering." ”
The spine is the darling of the orthopedic implant market. According to the "China Medical Device Industry Development Report (2021)" released by the China Drug Administration research association, the domestic orthopedic implant market size will be close to 30 billion yuan in 2020. Among them, the spine market grew by 10%, surpassing trauma and artificial joints, and the market size reached 8.9 billion yuan.
Among them, Johnson & Johnson, Medtronic and Stryker occupy nearly 60% of the market; domestic enterprises are mainly Weigao Orthopedics, Tianjin Zhengtian, Sanyou Medical, and Dabo Medical.
Johnson & Johnson and Medtronic are the two kings of the spine market, occupying half of the domestic spine market for many years. Among domestic enterprises, Weigao Orthopedics' market share exceeds that of Stryker, ranking third in the industry and first in domestic production, but there is still a big gap with Johnson & Johnson and Medtronic.
"Import king" has always been a common phenomenon in the field of high-value consumables.
According to an analysis report on the use of consumables for orthopedic medical insurance patients in a top three hospital: in 2019, 5 of the 6 brands with the most applications in the hospital were imported. The author said: "The cost of imported consumables is relatively high, the probability of self-payment is also high, although more than 90% of the implantable equipment in this hospital is imported, but the quality is also uneven, which is easy to cause medical disputes." ”
High-priced spine products have pushed up medical costs, and a research report published by the Chinese Journal of Medical Equipment in March 2021 showed that in the 346 cases of spinal surgery in hospitals from May to July 2019, the cost of spinal consumables used by the four doctors with the largest number of surgeries was much higher than the average. The authors believe that more than 80% of these major surgeries use high-value consumables and need to be monitored intensively to reduce the burden of public expenses.
There is a certain price advantage in domestic spine products, and there is an opportunity to achieve domestic substitution in the context of collection.
According to the 2021 mid-year report of Weigao Orthopedics, the revenue of spine products in the first half of the year was 490 million yuan, an increase of 33.94% year-on-year. Although Sanyou Medical's spine revenue is not as good as Weigao Orthopedics, it has a strong momentum of development, with a year-on-year increase of up to 75%.
Dabo Medical has also begun to exert its strength, according to its 2021 interim report: Dabo Medical to independently develop and merge and absorb potential companies in the context of collection, improve the competitiveness of spine products, and has acquired Beijing Underslip to further enrich the minimally invasive spine product line.
The collection is normalized, and lying flat is probably not enough
Before the national collection, the local pioneer spine collection test water, has reflected the fierce competition.
In September 2021, Anhui released the winning results of the second round of spinal collection: 35 enterprises participated in the election, of which 24 foreign companies such as Zimmer, Johnson & Johnson, Stryker, as well as domestic Weigao Orthopedics and Beijing Fuller won the bid. The selected price of the product is reduced by an average of 59% on the basis of the negotiated transaction price in 2019.
Among the domestic enterprises participating in the collection of spine in Anhui, the core products of Weigao Orthopedics and Beijing Libel were all selected, and the foreign-funded enterprise Stryker performed the most actively, and many groups of products were selected, especially among the two fixed fusion devices of the anterior cervical spine and the thoracolumbar intervertebral fusion device, which were the highest declines in the group.
In the Chinese market, Stryker's share is close to that of Weigao Orthopedics, and close-quarters hand-to-hand combat can only reduce prices. A similar situation may occur in this national spinal collection.
Wei Gao rubbed his fists and looked forward to the gathering. The Health Bureau noted that Weigao Orthopedics stressed in the 2021 interim report that it is necessary to sit firmly in the first position of the domestic spine market.
In the Anhui spine collection, Medtronic did not exert its combat effectiveness, and only reduced the price by 1% in the competition of thoracolumbar intervertebral fusion devices, directly "lying flat"; Zimmer, Johnson & Johnson, and Stryker were all selected. Medtronic is known as the "king of the spine" in China, will Medtronic give up in this national spine collection? Medtronic did not respond for the time being.
The Health Knowledge Bureau learned that the national artificial joint collection organized by the Tianjin Joint Procurement Office did not have the requirements for localization and replacement. However, the staff of the Joint Procurement Office told the Health Bureau that in the process of collecting and bidding for medical consumables, the decline of foreign brands is likely to be higher than that of domestic enterprises, and the situation faced by domestic and foreign enterprises is the same, and they all need to fight a battle.
The competition between Wei Gao and Stryker and Medtronic is likely to impact another company: Sanyou Medical.
According to the 2021 semi-annual report of Sanyou Medical, the company's spine products accounted for 94.37% of the total revenue, and once the bid was dropped, it faced a life and death problem. Sanyou Medical also does not deny the possibility of falling off the bid, but said: Pay close attention to the collection policy and strive to increase market share.
Text | David
Operational | Twenty-thirteen
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