Some pharmaceutical products have amazingly high gross profit margins, and this news may not be believed by many ordinary people before the collection. Last year, after the state organized the centralized bidding and procurement of coronary stents, the price of stents dropped from an average price of about 13,000 yuan to about 700 yuan, and my God, the decline reached 95%. Now I have found that coronary stents used to be a huge profit! After the price comes down, it is definitely much cheaper for the people to install a bracket, which is really for the sake of the people.
First, explain what is called collection. The reason behind the collection is to reduce the burden of medical insurance and reduce the burden on residents. Collection is the national centralized procurement, such as the collection of cephalosporin drugs, before a grain of 3 yuan, now everyone together to bid, the winning bid will get the share of all public hospitals, other pharmaceutical companies in the next two years will not have the opportunity to supply the hospital, which is equivalent to the flow of the target of the enterprise has no food to eat, so everyone takes turns to bargain, the final collection price may be 0.1 yuan a grain, the winning manufacturers have the opportunity to lose money and drink, and finally kill both lose.
At present, the collection of western medicines in the pharmaceutical industry has gradually expanded from the previous period through consistency evaluation to medical consumables, traditional Chinese medicines, etc. Recently, a letter entitled "Hubei Provincial Medical Security Bureau on Inviting Participation in the Centralized Procurement of Provincial Cross-regional Alliances of Proprietary Chinese Medicines (E medical insurance letter [2021] No. 106)" flowed out, causing an uproar in the industry, and everyone believes that the collection of proprietary Chinese medicines is not far away. What caused the pharmaceutical sector to fall sharply on Friday was that conventional in vitro diagnostic reagents were also collected in Anhui. Anhui Provincial Pharmaceutical Centralized Procurement Service Center announced the launch of centralized procurement negotiations and bargaining for clinical test reagents. The scope of purchased products is mainly for some chemiluminescent test reagents with large clinical dosage, higher purchase amount, more mature clinical use and more adequate market competition, including some tumor markers, myocardial marker detection, and hepatitis B two-and-a-half, five items of alpha gong, and procalcitonin (PCT) detection reagents.
The negotiation process is for the expert group and the enterprise that accepts the product shortlisted price to form a negotiated price with volume procurement through two rounds of negotiations (of which hepatitis B is two-and-a-half, and five packages of A gong are packaged to confirm whether it is shortlisted and the negotiation is successful). The centralized procurement cycle is 2 years, and public medical institutions take 80% of the annual procurement volume of the successfully negotiated products on the provincial drug procurement platform as the purchase volume of the guarantee agreement, and similar products that are not included in the negotiation scope need to be linked to reduce prices in accordance with certain rules. This is different from the previous collection, that is, others have won the bid at a reduced price, and those who have not won the bid must also reduce the price, otherwise they will not let you sell in Anhui (private hospitals and pharmacies are not OK).
Why is it so domineering? It is said that this tender was led by the Anhui Discipline Inspection Commission, so it is no wonder that it is so domineering! In March this year, the Anhui Provincial Discipline Inspection and Supervision Network issued a notice saying that the director of the laboratory department of a hospital in Anhui was currently undergoing disciplinary review and supervision and investigation due to serious violations of discipline and law. The information flowing out of this collection ventilation shows that (the authenticity has yet to be verified), the view of a leader is: the profit of testing reagents is too high, the company has enough profits to engage in commercial bribery, corrupt our medical staff, and now we are determined to beat the price of testing reagents down, so that you have no money to pay bribes anymore, so as to protect our hospital experts! If that's true, it's funny. From this point of view, at the current stage, Anhui's detection reagents are only a case and will not be promoted nationwide in a short period of time, so the market is a bit too panicked.
Of course, excessive panic is also understandable, because the market plummeted, the pharmaceutical leader Hengrui Pharmaceutical fell to a halt, and everyone generally believes that Hengrui Pharmaceutical's poor performance is also a disaster for the collection, so it is more afraid of the collection. In fact, there is also a weakness in the collection of testing reagents in Anhui, that is, if everyone does not report, the existing testing equipment in the hospital needs to be replaced, so who will pay this money? All reagent manufacturers can survive without mixing in Anhui, but all public hospitals in Anhui Province cannot do testing, can the people of Anhui survive? This time, I did a bit of a desperate job, and the rabbit was in a hurry and bitten!
However, the drawbacks of collection and collection have also begun to gradually appear. A famous article on the weekend "The First Interruption of Supply by the State Collection!" North China Pharmaceutical was heavily punished" article caused widespread concern among investors, the third batch of national organization drug centralized procurement of varieties of ibuprofen sustained release capsules of the selected enterprise North China Pharmaceutical in Shandong Province failed to supply the agreed procurement volume according to the agreement, the company itself on August 11, 2021 proposed to give up the selection qualifications, resulting in no drugs available in Shandong. In order to punish this irresponsible behavior, the state decided to include North China Pharmaceutical Co., Ltd. in the "violation list" and cancel the company's application qualifications for participating in the centralized drug procurement activities organized by the state from August 11, 2021 to May 10, 2022.
On August 18, the Heilongjiang Provincial Drug Centralized Procurement Network issued the "Notice on the Withdrawal of Some Drugs from the Provincial Procurement Platform", saying that some enterprises submitted an application for the withdrawal of the hanging network drugs from the provincial procurement platform, and after research, some drugs withdrew from the provincial platform, and the drug was no longer accepted within 2 years after the withdrawal. It is understood that a total of 782 drugs have withdrawn from the Heilongjiang Provincial Procurement Platform, involving 167 pharmaceutical companies, of which 235 drugs have withdrawn from the Heilongjiang Provincial Procurement Platform due to suspension of production, acyclovir extended-release tablets, pefloxacin mesylate injection, ticarcillin sodium clavulanate potassium for injection and other drugs.
There is also a story here that after the collection tender, the quality of the balloon also appeared problems. "You can't sacrifice product quality in order to save costs." One expert said at a recent internal academic conference: "Recently I did a patient who ruptured four balloons, causing perforation of blood vessels, which did not exist before. "Everyone knows that cheap is not good, and good goods are not cheap!"
Pharmaceutical companies in the collection of supply, or there are a variety of reasons, such as insufficient supply of raw materials, and then such as the original sales market of the drug is limited, after entering the collection, the supply suddenly increased, and the production line can not be expanded in time. North China Pharmaceutical's abandonment of the qualification for the election is definitely a helpless move, who does not want to earn money? However, the collection price is too low, there is no money to earn, and now the price of raw materials under the epidemic is rising, and it is even more difficult to make ends meet, the lesser of the two evils, it is not a big deal to stop production than to lose money.
Logically, in the process of collective bidding, if the company's own production cost remains high, it should not quote a low price, and after winning the bid at a low price, in any case, it should also find a way to supply. However, this does not rule out that pharmaceutical companies lower the standard to produce unqualified products for hospitals, which is also one of the drawbacks of collection, after all, no one is willing to do the loss of money. In addition, there are still some companies that hold a fluke mentality in the process of collecting and bidding, and believe that if the supply is cut off, they will not be punished. Today, North China Pharmaceutical, as the first to be punished, coupled with the state-owned enterprises, is expected to have a deterrent effect on the industry.
In the future, pharmaceutical companies will definitely consider carefully when collecting quotations, consider the factors of raw material price increases, etc., and leave a reasonable profit margin for themselves, otherwise even if they win the bid, it is a dead end. Judging from the North China Pharmaceutical incident, this has awakened the alarm for future collection and procurement enterprises, and it is necessary to make reasonable quotations, and the future bidding and bidding for mutual bargaining will certainly be more rational, and we should see the effect of insulin collection in September this year.
In addition, the varieties collected by the state are mainly concentrated in the urgent clinical demand, and the varieties with high prices and large quantities will be the first to be included in the scope of collection. Generally speaking, innovative drugs are not collected in countries, so innovative pharmaceutical companies are wrongly killed this time. Innovative drug research and development is not only risky, long cycle and needs a lot of financial support, and the source of funds still needs the profits of pharmaceutical companies, if pharmaceutical companies can not even get the profits to survive, how can they have money to do research and development? Originally the funds are tight, if the research and development fails, it will directly collapse, even if it is fortunate to succeed, this new product has not been collected for several years. Therefore, the current collection and procurement system needs to be further improved, otherwise the quality of China's drugs cannot be guaranteed, and no pharmaceutical company is willing to engage in research and development. Don't be too short-sighted in doing things!