The "Butterfly Effect" of quantity purchasing is coming! Downsizing, restructuring or centralized outbreak in pharmaceutical enterprises

Source: Medical Network

Recently, according to the media in the industry, a domestic pharmaceutical company decided to turn all the products in Henan market into contracting mode from May because of the delay in product online, the impact of epidemic situation and the competition of the same products, resulting in unsatisfactory market development and sales in Henan, far from the company's and the region's expected goal. According to the article, the salary of the pharmaceutical company was only paid to the end of April, and the team was basically disbanded. And if you are willing to stay to do the agency system, do not take the salary to make money, you can continue to reimburse.

Who is the one who disbanded the sales team? People in the industry have speculated. Some believe that the company is xinlitai, but some insiders speculate that it is Beijing Sihuan Pharmaceutical Co., Ltd., because the article reveals that the company's products have dropped to 5.64 yuan / tablet, while the azithromycin of Sihuan Pharmaceutical Co., Ltd. won the bid at the price of 5.64 yuan / box in the purchase of the second tire.

However, according to e drug manager's understanding to people close to the enterprise, the enterprise is actually Shanghai huilun, and the product involved is its core product, tegrilo (trade name: Camry). On May 10 or so, huilun Henan market issued relevant notice of market adjustment to employees.

According to the notice, the direct reason for the adjustment of the team was poor product promotion: by the end of April, Henan team had developed 32 hospitals at all levels, 12 pharmacies, sold 1481 boxes in April, with a total amount of 263700, but the expenses from the establishment to March totaled 1315100 yuan (excluding the salary and performance in April), including 824100 yuan for personnel, 4911000 yuan for development loans and other expenses.

The bigger reason is the vicious competition of other competitors and the risk of entering 4 + 7. According to the notice of the enterprise, the price of Zhengda Tianqing tegrilo tablet has been reduced to 5.64 yuan / tablet, while more than three enterprises have passed the consistency evaluation. In accordance with this development, the company and the region suffered more serious losses.

According to the official website, Shanghai huilun, founded in 2004, is a full industrial chain enterprise dedicated to the research and development of new small molecule drugs and generic drugs, the production of APIs, the production of preparations and marketing.

The "Butterfly Effect" caused by volume purchasing is emerging. With the expansion of volume procurement, layoffs, corporate restructuring and so on will become more and more concentrated.

Decide to give up the last straw of the product

Tegrilol tablet is a product of cardiovascular field, which is used to treat acute coronary syndrome and reduce the incidence of thrombotic cardiovascular events. The original research enterprise is AstraZeneca, and China was approved in November 2012. At present, it has entered the category B directory of national medical insurance in 2019.

Tegrillo's global sales did not meet AstraZeneca's expected $3.5 billion. According to insight data, global market sales in 2017 were not satisfactory, with only US $1.08 billion (7.67 billion yuan). In 2017, the sales volume of tegrillo terminal in China's public medical institutions was about 500 million yuan. Compared with 2 billion yuan of clopidogrel in the domestic market, tegrilol did not perform well.

However, compared with clopidogrel, tegrilol is more effective in inhibiting platelet aggregation, and there is no patient resistance, which still attracts a large number of domestic enterprises to copy and layout. In August 2018, xinlitai announced that tegrilol tablets obtained the consistency evaluation, which is the first approved tegrilol generic drug in China. One year later, on June 12, 2019, generic drugs of Sinopharm group and Nanjing Zhengda Tianqing were listed successively, and the number of domestic enterprises in tegrilo reached 3. On December 17, 2019, Guangzhou Hairui Pharmaceutical Co., Ltd. of Yangzijiang Pharmaceutical Group obtained the approval of the State Food and drug administration according to the new class 4 Application of tegrilol tablets, which was deemed to have passed the consistency evaluation.

As of the approval of Yangzi River, there are 8 domestic approved manufacturers of tigrilo. In addition to Yangzi River, there are also original research AstraZeneca, Shanghai huilun, Jiangsu pharmaceutical, Nanjing Youke pharmaceutical, Nanjing Zhengda Tianqing, xinlitai, Shiyao Ouyi and Zhengda Tianqing. In addition, 14 enterprises such as Lepu pharmaceutical, Kelun pharmaceutical and Haizheng pharmaceutical are applying for / deemed to apply for conformity assessment. Haizheng pharmaceutical also announced in October 2018 that the US anda of tegrilol tablets obtained FDA's provisional approval.

Since last year, several securities have predicted that tigrew will enter the second batch of centralized purchase catalogue. The number of tegrilo evaluated manufacturers has reached 3, and they are popular cardiovascular products purchased with volume, so it is very likely to be collected in the near future.

In addition to the fierce competition for similar products, Zhengda Tianqing has recently lowered its price for tegrilo again. On April 29, 2020, Henan Public Resources Trading Center issued a notice on reducing the price limit of 36 drugs such as butylphthalide soft capsule. Zhengda Tianqing applied to reduce the price of 90 mg tegrilol from 83.65 yuan / box to 79.85 yuan / box, equivalent to 5.7 yuan / piece. According to the notice of Shanghai huilun, Zhengda Tianqing once again reduced its price to 5.64 yuan / tablet in Henan.

According to the data of yaozhi.com, 5.7 yuan / tablet is the lowest bid price of tegrilo at present, and the latest bid price of Shanghai huilun in Guizhou is also 5.7 yuan / tablet. Zhengda Tianqing chooses to reduce the price by another 0.06 yuan, which may be the last straw for Shanghai huilun to decide to "give up" the product.

The first anniversary of "4 + 7" of xinlitai: 442 sales staff reduced and 26 products cut off

Seeing the "layoff", the insiders have speculated about xinlitai, which is not without evidence. In fact, under the influence of Taijia, the core product, entering the mass procurement, xinlitai recently cut staff and adjusted Posts frequently.

In 2019, xinlitai achieved a revenue of 4.47 billion, a year-on-year decrease of 3.9%, and its net profit attributable to shares and non net profit attributable to the parent both fell by more than 50% year-on-year