Today (April 23), the bid for insulin centralized procurement and continuous procurement was opened in Shanghai, and the bid renewal process was to receive the application materials from 9 a.m., and officially started at 10 o'clock, and the insulin centralized procurement cycle was from the date of implementation of the winning results to December 31, 2027 today (April 23). The bid for the centralized procurement of insulin was opened in Shanghai, and the renewal process was from 9 a.m. to receive the application materials and officially started at 10 o'clock, and the insulin centralized procurement cycle will be from the date of implementation of the selection results to December 31, 2027.
On November 26, 2021, the sixth batch of national centralized procurement of insulin was also opened in Shanghai, covering a total of 16 generic varieties of second- and third-generation insulin commonly used in clinical practice, and the average price of the selected products was reduced by 48%, with the highest reduction of 73.76%.
This insulin special national procurement continues to cover 6 procurement groups, including prandial human insulin, basal human insulin, premixed human insulin, prandial insulin analogues, basal insulin analogues, and premixed insulin analogs, with a total of 11 quotation units, and insulin products that have obtained valid domestic registration approval before April 15, 2024 (inclusive) can participate.
A total of 73 specifications from 13 companies were involved in the succession of insulin procurement, including Novo Nordisk, Eli Lilly, Sanofi, Tonghua Dongbao, Gan & Lee Pharmaceutical, Zhuhai Federation, Hefei Yifan Biotechnology, Hefei Tianmai, Huisheng Biotechnology, Jiangsu Wanbang, Liaoning Boao Biotechnology, Shandong New Era Pharmaceutical, and Yichang East Sunshine Changjiang Pharmaceutical Co., Ltd. all went to the bid opening site to bid.
It is understood that the national demand for the renewal of the bid in the first year is about 242 million, an increase of about 15% compared with the previous round of procurement of 210 million, and the quotation unit of each procurement group of insulin centralized procurement is represented by 3ml: 300 units (refills), and the highest effective declaration price of 6 procurement groups is 40% lower than the highest effective declaration price of the bidding documents in 2021.
The highest effective declared price for the first centralized procurement
Continued with the highest effective declared price
According to the rules of procurement, if the declared price is ≤ 1.3 times the lowest declared price of the procurement group, it will be qualified to be selected. If the declared price is > 1.3 times the lowest declared price of the procurement group, but the declared price is not higher than the price listed in the following table, it will be eligible for selection.
In addition, in the same procurement group, according to the selected products, combined with the price level, according to the ranking determined by the ranking rules of the selected products, they are classified into three categories: A, B and C. Among them, the selected products in category A: the winning products that rank first in each procurement group are the selected products in category A, marked as A1. If the declared price of the remaining selected products is not higher than the price line of Class A products listed in the following table, it is a Class A selected product, and if the selected product does not meet the conditions of Class A selection, but the declared price is not higher than the price listed in Table 4, it is a Class B selected product. The selected products that do not meet the conditions for the selection of Category A and Category B (including the resurrection selection) are the selected products of Category C.
The analysis of the Southwest Securities Research Report pointed out that from the price point of view, the centralized procurement set up three winning price lines, and low-priced products may have room for price increase. From the perspective of the allocation rules, group A products can obtain 80% to 100% of their own reported volume, and at the same time, they can obtain 15%-45% of the reported volume of group B/C products, and 80% of the reported volume of unselected products. Compared with the previous plan, this centralized procurement encourages the product Group A to win the bid.
It is reported that Eli Lilly, Gan & Lee Pharmaceutical, and Tonghua Dongbao have all declared 6 products, and insulin giant Novo Nordisk has declared a total of 7 products.
For the renewal of the bid may win the bid on the enterprise will release a new round of more good, Guosen Securities research report believes that domestic enterprises are expected to maintain the main stock market through reasonable price reduction, and strive for the volume of new products through centralized procurement, and considering that the maximum price limit is set reasonably, it is expected that the price change factor will be less disturbance to short-term performance than the first national procurement.
Source: Yigu Network