在过往通讯(积极的国家计划来降低药品成本，于2019年1月发表 医用耗材 & Consumables Players Face Challenge of Government-Initiated Price Cuts in China, 2019年9月出版), 888棋牌在线 reported the mounting pressure that biopharmaceutical 和 medical device companies are facing in defending their prices in China.
2020年11月, two years following the implementation of the national centralized tender program that started with biopharmaceuticals, the first medical device was targeted – drug-eluting coronary stents. 这一结果令人瞠目结舌, with the average price of the ten stent products that won the national tender dropped to 700 Yuan ($100), 从13,000元(~)1美元,857), 以前省级投标的平均价格.1
下面, we would like to draw your attention to 和 share our insights on some other interesting findings in the process.
The market size of drug-eluting coronary stents, by annual volume, is in the 1.3 ~ 1.600万范围
Our medical device clients seek China’s market data in terms of annual procedure volume to underst和 the potential of the market 和 the competitive l和scape. It has always been difficult as such data are not publicly available 和 industry analysts like us traditionally must make a bold estimate based on a mix of primary 和 secondary information, 建模, 和, 坦率地说, 888棋牌在线多年的中国行业经验.
Whereas this national tender has revealed that the current market size is in the 1.3~1.600万范围 as the volume of this national procurement program, 1.0700万支架, is calculated as 65%~80% of the consolidated dem和 estimated by the public hospitals in China. Table 1 is the procurement plan by province that adds up to 1.0700万年. 透视全省市场, BHA has also added the population 和 number of Class III hospitals in the province.
Table 1: Estimated Annual DES Procurement Plan Through the National Tender by 省
| 省 | DES体积估算 | 人口(2010年人口普查) | No. 三级医院分类(2019年) |
|---|---|---|---|
| 安徽 | 32,170 | 59,500,468 | 67 |
| 河南 | 92,568 | 94,029,939 | 84 |
| 广东 | 90,108 | 104,320,459 | 192 |
| 山东 | 72,484 | 95,792,719 | 165 |
| 河北 | 66,828 | 71,854,210 | 65 |
| 北京 | 65,304 | 19,612,368 | 85 |
| 辽宁 | 54,532 | 43,746,323 | 128 |
| 上海 | 51,061 | 23,019,196 | 47 |
| 江苏 | 50,137 | 78,660,941 | 157 |
| 四川 | 47,192 | 80,417,528 | 200 |
| 浙江 | 43,167 | 54,426,891 | 130 |
| 山西 | 41,746 | 37,327,379 | 61 |
| 陕西 | 34,285 | 35,712,101 | 56 |
| 广西 | 32,296 | 46,023,761 | 74 |
| 吉林 | 28,703 | 27,452,815 | 47 |
| 湖南 | 28,082 | 65,700,762 | 85 |
| 天津 | 26,345 | 12,938,693 | 43 |
| 湖北 | 26,342 | 57,237,727 | 102 |
| 新疆 | 30,508 | 21,815,815 | 51 |
| 黑龙江 | 25,608 | 38,313,991 | 90 |
| 内蒙古 | 22,156 | 24,706,291 | 78 |
| 云南 | 21,628 | 45,966,766 | 64 |
| 江西 | 19,263 | 44,567,797 | 71 |
| 甘肃 | 14,984 | 25,575,263 | 39 |
| 福建 | 14,457 | 36,894,217 | 67 |
| 重庆 | 12,675 | 28,846,170 | 39 |
| 贵州 | 11,312 | 34,748,556 | 51 |
| 宁夏 | 10,811 | 6,301,350 | 15 |
| 海南 | 4,553 | 8,671,485 | 18 |
| 青海 | 2,912 | 5,626,723 | 20 |
| 西藏 | 497 | 3,002,165 | 13 |
Tender results: 10 winning products from 8 manufacturers, led by domestic players
The eight winning companies include two international players, Boston Scientific 和 Medtronic 和 six Chinese companies (JWMS, 埃森技术, 微创, Lepu大发888在线娱乐, 仁爱大发888在线娱乐和Medfavour大发888在线娱乐).
The tender document has also revealed that there are currently 27 CFDA approved drug-eluting stents supplied by 12 manufacturers. Table 2 is the reported intended procurement volume by manufacturer, 披露市场份额信息.
表2:制造商报告的采购计划(*表明投标获胜)
| 制造商 | 国产/进口 | 2021年计划采购 |
|---|---|---|
| 微创* | 国内 | 392,226 |
| 波士顿科学* | 进口 | 120,626 |
| Lepu大发888在线娱乐* | 国内 | 120,560 |
| 雅培血管 | 进口 | 108,944 |
| 美敦力公司* | 进口 | 105,955 |
| JW大发888在线娱乐(JWMS) * | 国内 | 100,690 |
| 请大发888在线娱乐* | 国内 | 53,441 |
| 埃森技术* | 国内 | 41,865 |
| Biovention | 国内 | 20,070 |
| Medfavour大发888在线娱乐* | 国内 | 9,774 |
| Biotronik AG) | 进口 | 563 |
| 胶束技术爱尔兰 | 进口 | 8 |
| 总计 | 1,074,722 |
As mentioned earlier, the average price to win the national tender was a 93% drop across the board. JWMS, 谁以最低价格中标了, 把价格从13美元降了下来,300元(1美元,900) to 469 yuan ($67); Boston Scientific went from 17,000元(2美元,428)到775元(111美元)的两个支架.
Apart from the immediate questions such as whether this is a sustainable business for these winning companies, how to ensure the quality of the stents is not compromised etc., we are just as interested in observing what is going to happen to those who lost the bidding war (e.g. 雅培血管). We know that this national tender is intentionally designed to leave some room for hospitals to purchase from outside the tender scope as instead of covering all the dem和, 投标量仅为估计金额的65% ~ 80%. So, it will be interesting to watch the competitive dynamics in the 20%~35% “free” space of the market, or 500,大约按体积计算有000个支架.
Although the sustainability of the national tenders has always been questioned by the industry 和 industry advocates, the practical advice we will give to the industry is to be prepared especially if you have products that fall into the following categories, which are defined as “High-Price Consumables” by a working document, called Tentative Guidelines for Centralized Procurement of High-Price Medical Consumables issued in 2012 by the Ministry of Health. 其中包括血管内介入装置, 非血管介入设备, 骨科植入物, 神经外科植入物, 电生理导管, 心脏起搏器, 体外血液循环/血液净化装置, 眼科植入物, 牙科植入物, 和其他人.
A key element of the tendering process is the speed with which it is executed. 当888棋牌在线回顾DES招标过程的时间表时, 正式投标文件于10月16日公布, 投标日期是11月5日，正好在11月5日之内 小时, the bidding was done, 和 the results were immediately made available to the public. 作为一个结果, 各组织必须在招标过程之前作出决定, 不在招标期间, whether the organizational imperative is to win the tender 和 the lowest price they can go.
波士顿大发888在线娱乐协会 works with innovative medical technology 和 biopharmaceutical players to help clients unlock the value of innovation. Our in-market experts closely monitor the policy 和 market trends in strategic markets like China to stay on top of industry trends 和 develop strategies 和 action plans to capture opportunities 和 mitigate barriers. BHA will continue to monitor 和 provide updates on the further development of the national tenders in China. 请 888棋牌在线 看看888棋牌在线能帮上什么忙.
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