Source | Fengyun Medicine Talk (reprinted with permission of Cyberlan)
Author | Zhang Tingjie
The competition pattern of the seventh batch of national procurement is undoubtedly the innermost volume of the previous national procurement, on the one hand, the interval between the fifth batch and the seventh batch is less than half a year longer than that of the second to fifth batches, and on the other hand, the number threshold for inclusion is increasing.
Many agent friends should have tasted the "sweetness" when the fifth batch of national procurement, so many are asking what products in the seventh batch are worth paying attention to (do a do), this article from the existing competitive landscape, follow-up possible approval, market capacity, limit price expectations and other aspects to the agent friends to make a product recommendation.
Assuming that the quotation time of the seventh batch of national mining is between March 25 and April 10, it is expected that the number of subsequent evaluators of the products in the catalog will be in accordance with the carrying rules of 4 into 3, 5 into 4, 6 to 10 = N-2 (refer to the fifth batch).
Octreotide injection
The market size of a single product of 2 billion or so, the current pattern (1 + 3) the original Research Novartis + Sinopharm Yixin, Benxi Hengkang, Suzhou Tianma, the maximum price is expected to be 80 yuan / piece, the lowest will not be less than 30 yuan / piece, there are more ideal expectations; the number of enterprises that may be evaluated in the follow-up will not be many, and 2 should be the limit.
The product itself has a certain degree of difficulty from raw materials to the process, and there is a 2-3 year operation time after winning the bid, with a large scale, a small number of households, a large difficulty, and a limit price.
Mycophenolate mofetil
The market size of single products is around 1.5 billion, and the current pattern (1 + 4) is the original research Roche + Haizheng / Simcere / Sino-US East China + Qionglai Tianyin. The market price of each enterprise is relatively ideal, the product treatment cycle is long, the patient has individual differences in different products (the dressing change is not strong), and the product itself has certain difficulties; there may not be many follow-up evaluation manufacturers.
The problem with this product is that most of the enterprises that have been evaluated are self-operated, which is more troublesome from the perspective of agents, and the marketing ability of the original research and other self-operated enterprises is not weak.
Ibandronate sodium injection
The market size of single products is about 800 million, and continues to rise, the current pattern (1 + 3) original research Roche + Qilu / Nanjing Hengsheng + Yuan Dong. In terms of products alone, the market price is very chaotic, but the prices are very high, especially the price of the original research is particularly high; there is only 1 enterprise that may be evaluated in the follow-up, and the competition pattern has been stuck.
There is also a good thing that Roche's market sales are not large, it has not been included in the collection of large products, the seventh batch has four products; the cost of the product and the current price have a more ideal expectation.
Similar products Zoledronic acid currently have a pattern of 1 + 7, so Ibandronate basically occupies the "time and place".
Haloperidol melitrexine
The market size of single products is about 800 million, and continues to rise, the current pattern (1 + 3) the original Yanling North + Hainan Huineng / Chongqing Shenghuaxi / Sichuan Haisi. The price of single pieces / grains is maintained at more than 1.5 yuan, the price of similar spiritual products is general, and the follow-up evaluation enterprises cannot be seen at present, the competitive landscape is ideal, and several companies have the possibility of agency, which is worth paying attention to.
Palicalciol injection
The market size of single products is about 400 million, and the annual increase is very large, the current pattern (1 + 3) the original research AbbVie + Hengrui / Weiqida / Yuan Dong (guowei). The price of a single branch is 120--160, and the original research price is slightly higher, but the market sales volume of the original research is relatively general, and Hengrui occupies more than 80% of the market share.
As far as the product is concerned, the market education is in place, the price is very ideal, the market rises steadily, and there are many subsequent listings of the same type of products, and it is earned to get it.
Irinotecan injection
The market size of single products is about 1.5 billion, and the current pattern (1+5) is the original yan Pfizer + Hengrui / Qilu / + Hainan Jinrui + Shanghai Chuangnuo + Sichuan Huiyu. The price of a single branch is basically stable at more than 500 yuan, and the original research price is 1100 yuan +, but the market sales volume of the original research is relatively general, and Hengrui occupies more than 80% of the market share.
The product market is mature, the space is large enough, and the follow-up has not been evaluated for the time being, the pattern has basically been stabilized, the limit price can be expected, the number of terminal markets operated is limited, and the price is expected to rise.
In addition to docetaxel, almost all tumor products have a good price performance in the national collection.
Terbutaline inhaled
On the specifications of the product specifications of the market size of the single product less than 800 million, however, the same product of the injection and other all the combined market size is still relatively large, is a large product in the field of inhalation (respiratory system), the current pattern (1 + 3) the original research Astra AstraGalvan + Renhe Yikang + Shisi Medicine + Renhe Yikang. The price of a single stick is basically stable at more than 4 yuan, the original research price is not high, in addition to AstraZeneca is a domestic injection, from the history of the implementation of national procurement, it will have a relatively large direct market impact on similar products.
The product market is mature, the product space is acceptable, but the final market pattern of this product is still relatively large, if according to the above estimated quotation time, in this period can still be approved by the enterprise can still see several.
Market volume, product education level, clinical recognition, and price limit should all be acceptable, and the only hard injury may be the "fierceness" of the competitive landscape.
Leflunomide
The market size of a single product of about 500 million, the country caili treatment of rheumatoid arthritis unique indications products are not much, non-steroidal pain is there, the current pattern (0 + 4) Qilu + Suzhou Long March + Fujian Huitian + Hebei Long Live. Later, it is possible that there should be about one, two extremes, and if this product is five, it is still more predictable, if it is six, it is more troublesome.
The price of a single piece is basically stable at more than 2 yuan, although there is no original research, but the competition pattern is more ideal, the market scale is also in, the product is relatively mature, even if it is a follow-up and then out of the big problem.
Similar products include calcium acetate and aripiprazole oral tablets.
Methylprednisolone sodium succinate injection
The market size of single products is about 1.2 billion, the products are more clinically applied to the department, the current pattern (1 + 4) the original research Pfizer + Chongqing Huabang + Liaoning Haisike + Tianjin Jinyao + Sinopharm Rongsheng. Later, it is possible that it should be around one, and the competition pattern is basically relatively clear.
The price of a single stick is basically stable between 16 and 20 yuan, and the overall style of Pfizer is conservative in the fifth batch, and several products such as linezolid/tofatibud/venlafaxine have declined in the front, and the overall decline rate is not high.
The product market size, application scope, market foundation, and competitive landscape are relatively good, and most of the participating enterprises are agency systems.
Ondansetron injection
The market size of single products is about 600 million, and the current pattern (1 + 4) is the original Yannuohua + Qilu + Harbin Sanlian + Fu'an Pharmaceutical + Beijing Shiqiao. Enterprises that have been evaluated later cannot be seen for the time being, and the competitive landscape is basically a foregone conclusion.
After the evaluation, the price of a single branch is basically stable at more than 30 yuan, the fifth batch of the market competitor of the product, Palonostron Guocai, is basically in a few dollars, the price of the Dorasetron of Hisco is directly hit from 144 to more than 14 yuan, and the tropane Siqiong is basically taken in all provinces of the country, and it is expected from the perspective of the competitive pattern.
Similar products have been relatively low prices, the key factor of this product is the limit price, if the limit price refers to the evaluation and the original research is very worth looking forward to.
Although some products have an ideal pattern and can limit prices, they are not listed in self-operated enterprises.
The above information is for reference only, the style of each enterprise, the situation of each agent is not the same, please consider your own discretion.
Attached: List of the seventh batch of national reports
