People's Daily health client reporter Tan Qixin
Following the centralized procurement of proprietary Chinese medicines led by Hubei in the 19-province alliance, on April 8, the Guangdong Alliance Qing Kailing and other centralized procurement of proprietary Chinese medicines was selected/selected, and the collection involved 53 large varieties, including Qing Kai Ling, Blood Plug Tong, Awakening Brain Tranquility, Compound Danshen and other well-known products.
The wave of collection of proprietary Chinese medicines is inevitable. A number of securities companies pointed out in the research report that the Guangdong Alliance collection released the signal of continuous expansion of the collection of proprietary Chinese medicines, compared with the collection of chemical drugs, the average decline in the collection of proprietary Chinese medicines is relatively mild, after the collection of land, the short-term suppression of the stock price of traditional Chinese medicine factors eliminated, will be better than the exclusive varieties of winning the bid.
Workers are busy in the pharmaceutical production workshop of a traditional Chinese medicine enterprise in Neiqiu County, Hebei Province. Xinhua News Agency reporter Xing Guangli /photo
The lowest bid price for individual non-exclusive varieties is only about 4 cents
"Of course, the price reduction of Chinese (Cheng) medicine is a good thing, compound salvia tablets, ginkgo biloba leaves are commonly used medicines for me and my lover, every 3 months to the hospital to recheck and prescribe drugs, although the price is not expensive to reimburse with medical insurance, but for us elderly patients, the medical expenses are still not a small burden." Lao Li, a patient with coronary heart disease who lives in Guangzhou, told the People's Daily health client reporter.
The reporter combed and found that among the 53 varieties to be selected this time, covering cardiovascular and cerebrovascular diseases, gastrointestinal diseases, cold medicines, gynecological drugs and other treatment areas, from the perspective of competition in various groups, the number of eligible enterprises such as ginkgo biloba, compound danshen, and blood plugs is relatively large, and the number of competitive enterprises has reached more than a dozen or even dozens.
One of Lao Li's commonly used drugs - compound danshen tablets quotation gives a full of "sincerity", the lowest selection price is only about 4 cents per tablet, which means that a bottle of 200 pieces of compound danshen tablets is sold for less than 10 yuan in the hospital; while another commonly used cardiovascular and cerebrovascular clinical drug Ginkgo biloba oral preparation is fiercely competitive, more than 40 products are to be selected, and many Chinese pharmaceutical companies have taken the initiative to level the price to the price of the selection with the amount, and the lowest selection price is less than 1 cent / tablet.
The prices of some of the most closely watched exclusive varieties have also been significantly lowered. For example, one of the recommended treatment drugs for new crown pneumonia, Hot Poison Ning Injection, is an exclusive variety of Kangyuan Pharmaceutical, and the price selected in this collection is 26.1885 yuan, which is more than 60% lower than the highest effective declaration price of 66.3 yuan; while the proposed winning price of Lianhua Qingpeng, the exclusive variety of Ling Pharmaceutical, is 2.3295 yuan / bag, compared with the highest effective declaration price of 3.75 yuan / bag, a decrease of 37.88%.
However, there is still a lot of discussion in the industry about how the pricing mechanism for the collection of proprietary Chinese medicines should be formulated. Tang Chunyu, a deputy to the National People's Congress and executive director of Hunan Times Sunshine Pharmaceutical, mentioned at this year's two sessions that some proprietary Chinese medicines with low daily average costs are themselves very low in price and it is difficult to withstand the pressure of price reduction.
Xiao Wei, deputy to the National People's Congress, academician of the Chinese Academy of Engineering, and chairman of Kangyuan Pharmaceutical, also mentioned that it is necessary to scientifically and rationally carry out centralized procurement of proprietary Chinese medicines, set prices scientifically and reasonably, and avoid bad currency expelling good money.
Collection and procurement is an inevitable trend, and Chinese medicine enterprises should actively respond
Up to now, according to the previously released documents, the pre-order volume of the Guangdong Alliance of Proprietary Chinese Medicines in the first year of collection and procurement is 3.995 billion (tablets/grains/bags/sticks), of which 3.394 billion (tablets/grains/bags/branches) are public hospitals, 0.63 billion (tablets/grains/bags/branches) are designated social medical institutions, and 138 million are retail pharmacies (tablets/grains/bags/branches).
Or affected by the news of the collection, the reporter found that the Chinese medicine stocks involved have shown a bipolar trend since April 8, and some exclusive varieties of production enterprises, such as Yiling Pharmaceutical, Kangyuan Pharmaceutical, Kang enbei, and Tasly, have shown different increases in stock prices, while the stock prices of winning pharmaceutical companies that lack exclusive varieties for some audiences have a slight downward trend.
"The trend of normalization of collection and procurement is immutable, and manufacturers need more strategies to adapt." On the one hand, improve the depth of their own products, grasp a relatively stronger voice, and enhance brand value, such as the decline of exclusive products in Guangdong collection and procurement is significantly lower than that of non-exclusive products. On the other hand, we will expand our own product coverage and strive for a larger market space in an innovative way with the help of the wave of development of traditional Chinese medicine. From another dimension, the out-of-hospital market (retail end) and the upstream market (Chinese herbal medicine) will not be affected by short-term collection, which is a new direction for manufacturers to extend and expand. Huaan Securities Research Institute analyst Tan Guochao said.
Judging from the final results of this collection, the competition between the groups with more participating enterprises and large procurement volume is more intense, and the enterprises will face greater pressure to reduce prices and give greater reductions, such as the "Ginkgo Biloba Group". In the scoring rules for the collection and collection of proprietary Chinese medicines, the ranking and supply capacity of pharmaceutical companies and the creativity of pharmaceutical enterprises exist as sub-items.
Tan Guochao pointed out that in general, for enterprises, if they want to reduce the pressure of price reduction, they need to strive to improve the technical level of medical institutions such as drug quality, recognition, enterprise ranking, supply capacity, and innovation power.
