多位业内人士对财联社记者表示，该文件是真实的。据上述流出的报量目录，涉及共62个品种，280个品规。一位资深药品集采专家预测，按照常规进度，第十批国采大概会在12月20日之前完成报价。1. Recently, a leaked document of the tenth batch of national procurement quota circulated in the industry. Today, the reporter verified with the relevant department, and they stated that this is an internal document not for public release. The formal centralized procurement document will be released to the public later. 2. Several industry experts informed the reporter that the leaked quota list does not represent the final procurement list. However, the competition among at least seven institutions will be intense in the tenth batch of national procurement. 3. The competition in the tenth batch of national procurement will be particularly fierce.
On October 16th, Caixin reported (Reporter: Lu Afeng) that recently, the National Medical Products Administration held a meeting on national centralized drug procurement in Shanghai. A leaked document of the "tenth batch of national procurement quota" in the industry has attracted widespread attention in the medical industry.
Caixin reporter contacted the contact information left in the above-mentioned document and spoke to a staff member of the National Medical Products Administration Office. The staff member confirmed the authenticity of the document but stated that they could not verify the content circulating online. The document is internal and will not be publicly released. The official centralized procurement document will be released later.
According to many industry insiders who spoke to Caixin, the leaked quota directory includes a total of 62 varieties and 280 specifications. A senior expert in pharmaceutical centralized procurement predicted that following the usual schedule, the tenth batch of national procurement is expected to complete quoting by December 20th.
Several industry insiders caution the Caixin reporter that the leaked quota list is not equivalent to the final centralized procurement list of the tenth batch of national procurement. The quota list is a document sent by the relevant department to hospitals for quantity reporting. The department will evaluate the quantities reported by the hospitals and then produce the actual centralized procurement list. Zheng Pei, General Manager of Henan Dongxiao Enterprise Management Consulting Co., told Caixin.
"In other words, the final varieties involved in the tenth batch of national procurement will be among this quota list." Zheng Pei emphasized.
"(The final centralized procurement directory) may remove some varieties based on the quota list or may retain all." Zhang Tingjie, Founder of Fengyun Yaotan, told the Caixin reporter. "But based on the quota list, it is evident that the competition in the tenth batch of national procurement starts with at least seven institutions."
Senior pharmaceutical industry expert Guo Xinfeng told Caixin that the National Healthcare Security Administration's Drug Price and Tendering Procurement Guidance Center previously published a directory involving 137 varieties, requiring various provincial centralized procurement institutions to verify platform medicine purchase data and obtain actual sales from previous years. The leaked quota list, on the other hand, acquires actual demands from hospitals, which will be evaluated comprehensively before announcing the true tenth batch of national procurement directory.
According to the above quoted directory, Drug Cloud, and other public information, the varieties that may be included in the tenth batch of national centralized procurement with a market size exceeding 1 billion include 20 individual products, such as Levosimendan Hydrochloride Liposome for Injection, Ceftriaxone Sodium for Injection, Piperacillin Sodium and Tazobactam Sodium for Injection, Compound α-Keto Acid Oral Sustained-release Preparations, Adrenaline Hydrochloride for Injection, Aspirin Oral Sustained-release Preparations, Sitagliptin Oral Sustained-release Preparations, and other major varieties. There are 20 individual products with a market size of 0.4 billion to 1 billion, including Spironolactone Oral Sustained-release Preparations, Regorafenib Tablets, Sitagliptin and Metformin Hydrochloride, 5-Fluorouracil for Injection, Levosimendan for Injection, Nicardipine Hydrochloride for Injection, and Ampicillin Sodium for Injection. A total of 22 individual products have a market size below 0.4 billion.
Among them, the number of varieties with fierce competition and eligibility for application exceeds twenty, including Sitagliptin Oral Sustained-release Preparations for Diabetes, Methylprednisolone Sodium Succinate for Injection, Paromomycin for Injection, and Mannitol Sodium Chloride for Injection.
This round of national procurement may reach a new height of competition intensity, as Guo Xinfeng cited, for example, Paromomycin for Injection has already been evaluated by 22 companies. Following the rules of the ninth batch of collective procurement, only 10 will be selected, meaning that 12 companies need to be eliminated, resulting in fierce competition for selection eligibility.
Financial Association journalists found through a search on Drug Cloud that the companies involved in manufacturing Paromomycin for Injection include several large pharmaceutical companies such as Shandong Xinhua Pharmaceutical (000756.SZ), China National Pharmaceutical Group, Humanwell Healthcare (600079.SH), Yangtze River Pharmaceutical Group, and CSPC Pharma (01093.HK), among others.
It is worth mentioning that in the above-mentioned leaked procurement documents, the joint procurement office also emphasized the discipline of medical institutions in reporting: for quantities reported lower than 80% of their historical purchase volume, medical institutions are required to provide explanations; for institutions not reporting quantities, reporting but not procuring, or procuring but not meeting the required quantity, public inquiries will be conducted and special on-site inspections organized.
