首提“反内卷” 第十一批药品集采下月开标 专家：这是集采实施7年来一个里程碑批次

Core Viewpoint - The eleventh batch of national drug centralized procurement emphasizes a balanced approach between quality, price, supply, and clinical needs, moving away from a sole focus on low prices [1][2][4]. Group 1: Key Highlights of the Eleventh Batch of Procurement - The procurement will cover 55 varieties and 162 specifications, including key areas such as antiviral drugs and innovative treatments for kidney diseases [1]. - The principles guiding this procurement include "stabilizing clinical use, ensuring quality, preventing collusion, and countering excessive competition" [2][3]. - A significant change is the optimization of price control mechanisms, which will no longer simply use the lowest bid as a reference point, aiming to prevent irrational price drops [3][4]. Group 2: Changes in Procurement Rules - Medical institutions can now report quantities based on specific brands, enhancing the alignment between clinical demand and supply [5][6]. - New qualification requirements for bidding companies include having at least two years of production experience for similar formulations and compliance with GMP standards [8]. - The procurement rules have been tightened to prevent collusion and bid-rigging, with strict penalties for violations [10]. Group 3: Implications for the Industry - The changes are expected to lead to a more rational competition environment, focusing on product quality and brand reputation rather than just cost [7][9]. - Larger, well-managed companies are likely to benefit from the increased qualification standards, while smaller firms may face challenges [8][9]. - The procurement process is evolving into a tool for guiding high-quality development in the pharmaceutical industry, rather than merely a price-cutting mechanism [4][9].