第十一批国家药品集采进入倒计时，多个品种竞争激烈

Core Insights - The eleventh batch of national drug procurement documents is expected to be officially released in July, with over 120 drug varieties that have passed evaluation but are not yet included in national procurement [1][2] - The competition for major drug varieties such as cefazolin injection, famotidine injection, and theophylline injection is intense, with the number of evaluated companies exceeding 30 for each [1][3] Group 1: National Drug Procurement Overview - Since the pilot program "4+7" began in November 2018, the National Healthcare Security Administration has conducted ten batches of national drug procurement, successfully procuring 435 drugs and saving approximately 440 billion yuan in medical insurance funds [2] - The eleventh batch of drug procurement is in the countdown phase, with a preliminary list of 75 drug varieties being formed after expert consultations [2][3] Group 2: Competitive Landscape - The number of evaluated companies for cefazolin injection, famotidine injection, and theophylline injection has reached 34, 31, and 30 respectively, indicating a highly competitive environment [3] - Major pharmaceutical companies such as Chengdu Beite Pharmaceutical, Qilu Pharmaceutical, and Kelun Pharmaceutical continue to be key players in the procurement landscape [4] Group 3: Emerging Products - The market for Loxoprofen sodium gel patches has seen significant changes, with six companies obtaining approval for this product in a short period, suggesting it may be included in the national procurement [5] - The approval of Loxoprofen sodium gel patches by multiple companies marks a shift from a previously monopolized market, indicating increased competition [5] Group 4: Future Implications - The competitive intensity observed in the tenth batch of national drug procurement is expected to escalate further, with significant price reductions and stricter regulatory oversight anticipated in future procurements [6]