首提反内卷，第十一批药品集采下月开标

Core Viewpoint - The eleventh batch of national drug centralized procurement emphasizes a balanced approach to quality, price, supply, and clinical needs, marking a significant shift from a focus solely on low prices to a more comprehensive evaluation of drug procurement [3][4][5] Group 1: Procurement Changes - The eleventh batch will cover 55 varieties and 162 specifications, including key areas such as antiviral drugs and innovative treatments for kidney diseases, with various dosage forms [1] - The procurement process will no longer simply select the lowest price; instead, it will require the lowest bidders to justify their pricing, ensuring a more rational competition [4][5] - A new "anchor price" mechanism will be introduced to prevent excessively low bids from distorting the market, setting a price floor at 50% of the average bid if the lowest bid falls below this threshold [4][5] Group 2: Clinical Considerations - Medical institutions can now report quantities based on specific brands, enhancing the alignment between clinical needs and supply, which is expected to improve the effectiveness of the procurement policy [6][7] - This change acknowledges the importance of brand trust and patient adherence, particularly for complex formulations, moving away from a purely generic approach [7] Group 3: Quality Requirements - New qualification requirements for bidding companies include having at least two years of production experience in similar formulations and compliance with Good Manufacturing Practice (GMP) standards [8] - The increased qualification standards are likely to favor larger, well-managed companies, potentially leading to industry consolidation as smaller firms may struggle to meet these criteria [8][9] - The focus on quality and stability in drug supply is expected to enhance the overall safety and continuity of clinical medication [8][9]