It has become increasingly difficult to stimulate industry attention, but the new policy launched by Henan on April 15 may bring changes to the pharmaceutical industry.
Henan will start the second and fourth batches of national collection and renewal contracts, and fill in the renewal of the selected varieties in the first batch of provincial collection and procurement. According to the requirements issued by Henan, all medical institutions should refer to the actual use of the previous procurement cycle and fill in the pre-procurement volume for the next year.
Moreover, Henan stipulates that, in principle, if the actual use increases or decreases by more than 20%, it is necessary to explain the situation; for medical institutions that deliberately underreport or do not report the amount, the medical insurance departments at all levels should conduct interviews. The Health Bureau combed and found that other provinces did not explicitly put forward this article when renewing the contract.
This slight correction of the rules will affect the fate of a large number of unselected varieties and leave a glimmer of life.
More or less is not a good thing for the enterprise
In the previous national or provincial market procurement, the amount of procurement reported by hospitals is generally much lower than the actual amount of use.
It is not new that the reported volume is too low, resulting in the actual use of medical institutions exceeding the forecast procurement volume by 200% or even 400%. On the one hand, this has caused it difficult for the selected enterprises to allocate the market, and on the other hand, it has also squeezed the business space of the unsuccessful enterprises, bringing great operational resistance to all pharmaceutical companies.
At the end of June 2021, the drug collection platform in Yunnan Province showed that acarbose, amoxicillin granules, metformin hydrochloride sustained-release tablets and other varieties increased the declaration of national drug supplementary supply enterprises. Although there is no news that the above products have been cut off in Yunnan, Bayer has told the media that the collection and procurement agreement volume of its product acarbose in the first agreement year in Yunnan is about 750,000 boxes, and the actual supply in the first year is about 4 times the amount of the agreement, exceeding the mining target.
A large increase in sales is not necessarily a good thing for enterprises. Does Bayer want to expand its production line? Will market demand change in the future after the increase in production? There are great uncertainties in the market, making it difficult for companies to judge.
North China Pharmaceutical is a typical example of its failure to adjust production capacity in time to meet demand. In August 2021, due to insufficient production capacity, the supply of ibuprofen sustained-release capsules of North China Pharmaceutical was cut off in Shandong, and it has not changed after many interviews and consultations. Eventually, he was included in the "list of violations" and could not participate in the national collection for the next 9 months.
This time, Henan Province took the lead in restricting the amount of medical institutions to report, requiring the increase or decrease to be guaranteed within 20%, which is obviously to implement the reform concept of the National Medical Insurance Bureau's "scientific agreement on the market procurement volume of the winning products", and to guide and release the market expectations of enterprises in an orderly manner.
The industry generally believes that restricting the number of declarations by medical institutions not only allows the production of winning enterprises to be fully guaranteed, but also ensures that non-winning enterprises can seize the remaining part of the market and provide more treatment options for consumers.
As we all know, behind the opening of the national collection in 2019, the original intention of the National Medical Insurance Bureau is to supply 50% to 80% of the market for collection varieties, and the remaining market is filled by non-collection varieties. However, in actual operation, due to inaccurate quotations and a large increase in demand, the collection varieties actually occupy the absolute market.
At the end of October 2021, the Jiangxi Provincial Pharmaceutical Procurement Service Platform issued a notice saying that the completion progress of the third batch of tofatibud in the national mining was as high as 12371.92%. Non-collection varieties have almost no opportunities in the in-hospital market, and can only turn to retail pharmacies, pharmaceutical e-commerce and other sales channels. A large number of varieties can only choose to withdraw from the market, even including the star products of well-known foreign companies.
Therefore, this slight adjustment in Henan's reporting policy can ensure the production plan of pharmaceutical companies and give other enterprises a glimmer of vitality. A large number of unsuccessful enterprises can reasonably adjust their sales strategies, and on the basis of retaining part of the hospital market, calmly turn to private hospitals, retail pharmacies or pharmaceutical e-commerce channels to hedge the impact of market reduction.
At present, this new policy in Henan is only for two batches of national collection and the first batch of collection varieties in the province, and has not yet been extended to all varieties.
However, on April 18, Henan announced the specific use of all medical institutions in Henan Province in the Fourteen Provinces Drug Alliance, Jiangxi Pharmaceutical Alliance, Hubei Proprietary Chinese Medicine Alliance and the sixth batch of national collections.
Taking the data of the sixth batch of national collection as an example, Henan reported a total of 578,800 human insulin injections, 543,700 insulin aspart injections, and more than 104,200 insulin aspart injections.
This may mean that in the future, when these collections are renewed, Henan may promote the new rules for reporting.
Determining the purchase volume is conducive to the adjustment of production and marketing by enterprises
Henan is not the "first to eat crabs", before that, some provinces have begun to restrict the number of collected varieties to fill in.
In March 2021, the Liaoning Provincial Medical Insurance Bureau issued a notice saying that the second batch of national drug collection renewal, medical institutions that have filled in varieties can rise by 10% according to the 2020 report, even if the patient's requirements are strong, up to 200%.
Liaoning has consciously limited and standardized the active reporting of medical institutions, but the 200% floating space is still relatively uncertain for enterprises.
Compared with Liaoning, Henan has greatly reduced the floating range to within 20%, which undoubtedly gives more impetus to relevant pharmaceutical companies.
In fact, the cross-regional procurement alliance is undoubtedly one of the priorities of the local health insurance bureaus this year. In February this year, Chen Jinfu, deputy director of the National Medical Insurance Bureau, clearly pointed out that the increasing number of varieties collected by the alliance is an inevitable trend and a mainstream trend.
On April 15, the Henan Provincial Medical Insurance Bureau announced that 13 provinces, including Henan, Shanxi, Inner Mongolia, Hebei, Hunan, Guangxi, Hainan, Chongqing, Guizhou, Qinghai and Ningxia Xinjiang Construction Corps, formed an inter-provincial alliance. Counting down, Henan has participated in 4 provincial alliances before and after, and there is also a lot of overlap between the collection varieties between the alliances.
At a recent internal meeting of the National Medical Insurance Bureau, it was clear that by the end of 2022, the number of drug varieties collected by each province (including the inter-provincial alliance) will be no less than 100. It is foreseeable that the procurement of inter-provincial alliances spontaneously formed by various localities has also blossomed everywhere, accelerating the formation of a new consumables price system with a larger procurement volume and stronger negotiation chips.
The superposition of multiple collection alliances makes it not difficult for the provinces to achieve the goal of 100 varieties. In the future, the collection form will be more solidified and the bidding will be more intense.
Analysts pointed out that in the future, the rules for drug collection will be more transparent and the competition will be more intense, and Henan can promote the rules for limiting the amount of reporting to the whole country through cross-regional alliances.
This makes Henan's new regulations on the amount of reporting more realistic, in addition to the collection, leaving a certain space for non-collection varieties, which is the initial idea of the design of the collection and collection system. In the context of the normalization of collection and mining, Henan is ready to move, so are other cities still far away?
Text | Lei Gong operation | 23 Figure | Visual China
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