深度｜316种国家集采药品接续采购开标，覆盖26个治疗领域

Core Viewpoint - The recent round of national drug procurement has resulted in 4,163 products from 1,020 companies being shortlisted, covering 316 commonly used drugs across 26 therapeutic areas, with only 21 original drugs winning bids, representing less than 10% of the total [1][2]. Group 1: Procurement Details - The procurement aims to reduce drug prices and patient burdens while reallocating saved healthcare funds to innovative drugs that provide significant clinical value [2]. - The procurement process was led by the medical insurance bureaus of Jiangsu, Henan, and Guangdong provinces, with a high selection rate of 93% among participating companies [2]. - The results of this procurement are expected to be implemented by the end of March 2026, with a procurement cycle lasting until the end of 2028 [2]. Group 2: Original Drug Participation - The original drugs selected include various formulations such as Fosinopril and Acarbose, with companies like Bristol-Myers Squibb and Sanofi involved [3]. - Several original drugs that had previously won bids in earlier rounds, such as Gefitinib and Clopidogrel, did not participate in this round, allowing generic competitors to dominate [4][3]. - The absence of original drugs in the procurement reflects a trend where original drugs face significant competition from generics post-patent expiration, leading to a decline in sales and profits [6]. Group 3: Market Dynamics - The "patent cliff" phenomenon has led to original drugs experiencing substantial sales and profit declines once their patents expire, which was previously mitigated by high prices and market share [6]. - Some original drug companies have reduced or dissolved their sales teams for products affected by procurement policies, yet many still find market opportunities outside public hospital settings [7]. - Cross-national pharmaceutical companies are increasingly focusing on innovative drug development while divesting mature product lines to local firms [8][9]. Group 4: Future Outlook - The Chinese government is implementing policies to support the development of innovative drugs, which is expected to expand the overall pharmaceutical market [10].