In this centralized procurement, due to the recent summer flu comeback and popular "flu drug" oseltamivir attracted much attention. According to the 21st Century Business Herald reporter understands, oseltamivir domestic declaration of the number of manufacturers as high as 75, in the domestic *** there are 22 domestic batch number, 8 imported batch number, in addition to the original drug, as of July 8, oseltamivir through the consistency of the evaluation (including the same as the) of the number of gauges has reached 20, involving the Dongyangyang Pharmaceutical, Shanghai Traditional Chinese and Western Pharmaceuticals, Shiyi Group, Kelun Pharmaceuticals, Bite pharmaceuticals, Qilu Pharmaceuticals, Borei Pharmaceuticals, etc.
There are more than 10 pharmaceutical companies involved in the collection, the relevant results are also coming out, such as Nuotai biological announcement, the company's product oseltamivir phosphate capsule to be selected for the seventh batch of the national centralized purchasing of medicines; according to the relevant pharmaceutical companies involved in the collection, which the lowest price offer of 0.99 yuan / piece, the winning enterprise for the Dongyangyang Pharmaceutical, the limit of the varieties of the price is 6.45 yuan / piece.
Dongyang Pharmaceutical had created the myth of annual sales of 6 billion yuan with oseltamivir. Since the news of the collection price came out on July 12, Dongyang Pharmaceutical closed at HK$6.2/share, a drop of 5.92%; it closed at HK$6.0/share on July 13, a drop of 3.23%. Rehabilitation Home Group Chairman Park Yu pointed out to the 21st Century Business Herald reporter that the collection has become the norm and irreversible, in this context, enterprises must actively participate in the collection, but the era of high profits of generic drugs is gone, and it is difficult to recreate such a sales myth, at the same time, the country is implementing the "dual-channel" policy, the future price of the out-of-hospital market will also move toward the "dual-channel" policy. In the future, the out-of-hospital market price will also be on par with the in-hospital procurement price.
Lowest price 0.99 yuan/tablet
Oseltamivir is a classic drug in the anti-influenza drugs, as a specific inhibitor of neuraminidase, oseltamivir through the inhibition of mature influenza viruses out of the host cells, thereby inhibiting the spread of influenza viruses in the body in order to play a role in the treatment of influenza, can be used in the treatment of influenza A and B, known as the "the king of influenza drugs."
In 2018, oseltamivir had been produced on an emergency basis, and in 2020, it was included in the Influenza Diagnosis and Treatment Program (2020 Edition) by the National Health Commission. As the world's first approved anti-influenza virus drug, oseltamivir was developed by Gilead, commercialized by Roche, approved by the US FDA for marketing in 1999, and approved for marketing in China in 2001. After that, Roche licensed oseltamivir to Shanghai Zhongxi Sanwei Pharmaceuticals and Dongyangguang Pharmaceuticals for production in 2005 and 2006, respectively, and it soon occupied most of the domestic anti-influenza market.
In February 2019, oseltamivir passed the consistency evaluation in China for the first time, and the over-assessed company was Dongyangyang Pharmaceutical. So far, oseltamivir*** has 22 domestic batch numbers and 8 imported batch numbers, involving Dongyangyang Pharmaceutical, Shanghai Zhongxi Pharmaceutical, Shiyao Group, Colen Pharmaceutical, etc. The number of manufacturers who have passed the consistency evaluation (including the deemed equivalent) is 18, among which there are 13 capsules and 5 dry mix suspensions. Among them, the highest number of over-evaluation is still Guangdong Dongyangguang Pharmaceutical, with four approvals.
It is worth noting that Huahai Pharmaceuticals announced only on July 8 in the announcement, its oseltamivir phosphate capsules to obtain the State Drug Administration's "Certificate of Registration of Drugs", which can be described as stepping on the point to obtain the drug approval.
A person in charge of a pharmaceutical company involved in the centralized procurement introduced to the 21st Century Business Herald reporter, oseltamivir this time there are three specifications, respectively, 30mg, 45mg and 75mg. centralized procurement to be selected results show that the East Sunshine Pharmaceuticals with the lowest price offer of 0.99 yuan per capsule won the bid. Far below the price limit drug catalog stipulates oseltamivir maximum retail price of 6.45 yuan per capsule. Winning companies also include Huahai Pharmaceuticals, Coren Pharmaceuticals, Shiyao Ouyi and Qilu Pharmaceuticals, etc., while the original research Roche out of the game. Colen Pharmaceutical announced that its oseltamivir phosphate capsule won the bid for the specification of 75mg, and the proposed winning price is 14.96 yuan/box (10 capsules/box).
According to the data of Minet.com, from 2015 to 2019, the sales of terminal oseltamivir in domestic public medical institutions increased by more than 10 times, of which 5.58 billion yuan in 2019, and Dongyang Pharmaceuticals occupied about 90% of the share.
Bai Yu pointed out to the 21st Century Business Herald reporter, the collection price will also change the whole oseltamivir overall price system, including hospital in-hospital and out-of-hospital prices, but also or affect the price of the same type of influenza drugs.
July 13, the 21st Century Business Herald reporter in Beijing Chaoyang District, a chain of pharmacies to understand, oseltamivir (75 mg * 6 capsules), the price of a box of 98 yuan, the member of the price of 95 yuan, combined with a drug 16.33 yuan; in an e-commerce platform, 75 mg * 6 specifications of the oseltamivir, the lowest domestic selling price of 75 yuan / box, the original imported drugs with the same specifications sold at 220 yuan
60 mg * 6 capsules of oseltamivir.
Can the 6 billion dollar myth be repeated?
The reason why oseltamivir is in the spotlight this time is that the summer flu has recently returned to the south, and many provinces have issued flu warnings. According to China's National Influenza Center data, as of July 3, 2022, the southern provinces of influenza virus test positive rate is on the rise, mainly H3N2 influenza virus, another monitoring data show that the number of outpatient influenza-like cases close to 8%. A hospital emergency department chief physician Liang Wenjian told the 21st Century Business Herald reporter, in recent times, fever clinic visits to the flu patients increased, and most of them are parents with children over, especially with the majority of students.
What is worth paying attention to is that influenza tends to be more prevalent in the fall and winter seasons, and this time there are more cases in the summer, which surprised many people. However, influenza is not a disease unique to fall and winter. China's Influenza Vaccination Technical Guidelines (2021-2022) mention that influenza is a seasonal epidemic and high prevalence in temperate zones in winter and spring every year, while in tropical regions, especially in Asia, the seasonality of influenza is highly diversified, with semi-annual or year-round periodic epidemics, as well as year-round cycles.
Recently, the active influenza in many places in the south has made the market demand for oseltamivir rise again, and oseltamivir, a miracle drug, is hard to find. In this context, recently, Dongyangyang Pharmaceutical's "Kewei" capsule terminal sales price per box once exceeded hundreds of dollars.
The core products of Dongyangguang Pharmaceutical, which won the bid, include oseltamivir phosphate capsules and granules. Information from the National Health Commission shows that as an anti-influenza drug, oseltamivir phosphate granules play an important role in pediatrics, and have been included in the 2019 version of the National Health Insurance Category B, supported by the "major new drug creation" scientific and technological major special projects.
Additional information shows that Dongyangyang Pharmaceutical is a manufacturer and seller of pharmaceutical products, is the preparation platform of Dongyangyang Group, the product oseltamivir is the company's largest source of revenue, listed on the Hong Kong Stock Exchange in 2015.2019, Dongyangyang Pharmaceutical's annual report data show that oseltamivir phosphate particles sales of close to 4.3 billion yuan, and oseltamivir phosphate capsule sales of more than 1.6 billion yuan. Create the myth of oseltamivir annual sales close to 6 billion yuan.
Dongyang Pharmaceutical's 2021 results show that the company's annual revenue of 914 million yuan, a year-on-year decrease of 61.08%; oseltamivir series product sales of about 555 million yuan, a year-on-year decline of 73.19%. The company said the sales decline was affected by the new crown epidemic, but the sales revenue of oseltamivir products still accounted for about 60% of Dongyangyang Pharmaceutical's annual revenue, and this high percentage makes the decrease in sales revenue of this product will be directly reflected in Dongyangyang Pharmaceutical's performance.
Pharmaceutical strategic marketing expert Shi Lichen also pointed out that the centralized procurement is reshaping the pattern of the pharmaceutical industry, especially in the past, large varieties of "miracle drugs", its sales myth or difficult to continue. Centralized volume purchasing has become an important mode of drug procurement in public hospitals, while through the dual-channel layout, will also be extended to the out-of-hospital market, large varieties of drugs "floor price", "cabbage price" will also be the norm.