Original Linglong Rice Intranet
Highlights
Entering May, the tenth batch of centralized procurement is like an arrow. According to data from Minenet, there are currently 144 varieties that meet the competitive conditions of 5 or more, and the total sales of terminals in China's public medical institutions will exceed 100 billion yuan in 2023; Injections are still the "protagonists", 31 varieties are fiercely competitive, and leading companies such as Qilu, Yangtze River, and Kelun are ready to go.
Chemical drugs that meet the application qualifications of 5 or more enterprises and are not included in the centralized procurement (see the end of the article for the detailed table)
Note: Some drugs may not be included in the centralized procurement due to patent period, product attributes, etc., and all information is subject to the official! Manual finishing, if there is any omission, please correct.
Source: Minenet Integrated Database
100 billion! 144 varieties are ready for the tenth batch of centralized procurement
At present, the 144 varieties that are not included in the national procurement and meet the competitive conditions of 5 or more companies will have a total sales scale of more than 100 billion yuan in 2023 in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (hereinafter referred to as China's public medical institutions).
There are more than 30 varieties of more than 1 billion varieties, including piperacillin, laoxycephalosporin, norepinephrine, resorcinol, dalteparin and other injections, oral regular-release dosage forms such as epastastat, sitagliptin, sacubitril-valsartan, linagliptin, aspirin, acetylcysteine, sevoflurane and other inhalers, lactulose and other oral liquid agents, etc.; The sales of more than 20 varieties have not exceeded 100 million yuan, and most of them are newly listed varieties in recent years.
Distribution of sales of 144 varieties
From the perspective of dosage form distribution, injections are still the "protagonist", accounting for more than 40%, and the sales scale of terminal chemical drug injections (excluding biological drugs) in China's public medical institutions has remained above 40 billion yuan in recent years; Oral regular-release dosage forms followed closely with about 37%, and oral liquid dosage forms ranked third with about 10%.
Distribution of dosage forms of 144 varieties
From the perspective of therapeutic fields, 144 varieties cover 13 treatment categories, focusing on digestive system and metabolic drugs, nervous system drugs, cardiovascular and cerebrovascular system drugs, systemic anti-infective drugs, blood and hematopoietic system drugs, etc., and the number of varieties involved reached 21, 20, 20, 20 and 16 respectively, accounting for more than 10%.
Distribution of 144 varieties of treatment categories
31 varieties were "robbed", with Qilu, Yangtze River and Kelun leading the way
From the perspective of competition, among the 144 varieties, there are 31 or more enterprises that meet the declaration qualifications, and the total sales of terminals in China's public medical institutions will exceed 30 billion yuan in 2023.
Varieties with 10 or more qualified enterprises
Source: Minenet Integrated Database
Sitagliptin oral regular-release dosage form, resorcinol injection, acetylcysteine inhaler, esmolol injection, piperacillin injection, peramivir injection, aspirin oral regular-release dosage form, sacubitril valsartan oral regular-release dosage form, ampicillin injection, dapagliflozin oral regular-release dosage form, low-calcium peritoneal dialysate (lactate-G1.5%) and other varieties will have terminal sales of more than 1 billion yuan in China's public medical institutions in 2023.
Sitagliptin oral regular-release dosage form is the most competitive, and 25 companies have met the application qualifications, and the compound patent for this product expires in July 2022; The antispasmodic resorcinol injection followed with 19 companies, and the world's first specifically binding neuromuscular blocking antagonist, sugammadex injection, ranked third with 18 companies.
From the perspective of the enterprise, it is expected that in the tenth batch of centralized procurement, Qilu Pharmaceutical, Yangtze River Pharmaceutical, Kelun Pharmaceutical, CSPC Pharmaceutical Holdings, Chengdu Beite Pharmaceutical, Zhengda Pharmaceutical, Shanghai Pharmaceutical, Shijiazhuang Four Pharmaceuticals, China Resources Pharmaceutical, etc. are still the "main force", and there are currently 30, 27, 26, 23, 22, 20, 19, 17, 16 varieties that have been evaluated to meet the competitive conditions of 5 or more.
Enterprises with 15 or more varieties (group)
Qilu Pharmaceutical led the way with 30 evaluated varieties, including 13 injections, 13 oral regular-release dosage forms, 2 eye drops and 2 sustained-release and controlled-release dosage forms, among which cetrorelix acetate for injection, eltrombopag ethanolamine tablets, regorafenib tablets, and mirabegron sustained-release tablets are all newly approved varieties in 2024, and sitagliptin oral regular-release dosage forms, sacubitril-valsartan oral regular-release dosage forms, and piperacillin injections are all large varieties with more than 2 billion.
Yangtze River Pharmaceutical followed with 27 varieties, including 11 injections, 10 oral regular-release dosage forms, 4 oral liquid doses, 1 inhaler and 1 oral disintegration tablets, among which tedizolid phosphate tablets, posaconazole enteric-coated tablets, acetylcysteine solution for inhalation, and donepezil hydrochloride oral disintegration tablets are all newly approved varieties in 2024.
Kelun Pharmaceutical ranked third with 26 varieties, including 15 injections, 9 oral regular-release dosage forms, 1 sustained-release and controlled-release dosage form, and 1 topical liquid dosage form, of which eltrombopag ethanolamine tablets are newly approved varieties in 2024.
Chemical drugs that meet the application conditions and have 5 or more enterprises and are not included in centralized procurement
Source: Minenet database
Note: The statistical scope of "Drug Terminal Competition Pattern of China's Public Medical Institutions" by Minenet is: China's urban public hospitals, county-level public hospitals, urban community centers and township health centers, excluding private hospitals, private clinics and village clinics; The above sales are calculated based on the average retail price of the product at the terminal. The statistics are as of May 13, if there is any omission, please correct!