第11批集采结果公布：纳入55种药品

Core Viewpoint - The 11th batch of national organized drug centralized procurement results has been announced, with implementation set for February 2026, focusing on maintaining clinical stability, ensuring quality, and preventing excessive competition [3][10]. Summary by Sections Procurement Results - A total of 55 drugs were included in the 11th batch of procurement, covering various therapeutic areas such as anti-infection, anti-allergy, anti-tumor, and more [3][4]. - Approximately 46,000 medical institutions participated, with 445 companies submitting bids for 794 products, resulting in 272 companies winning bids for 453 products [3][5]. Market Dynamics - The overall selection rate increased from 49% in the 10th batch to 57% in the 11th batch, attributed to the introduction of a revival mechanism allowing about 25% of companies to regain eligibility [6][10]. - The average price difference for selected drugs narrowed to 1.7 times, with 13 products triggering a price correction mechanism to maintain orderly pricing [6][7]. Competitive Landscape - The average number of companies competing per product doubled to 14 compared to 7.5 in previous batches, indicating heightened competition while maintaining a high selection rate [6][7]. - Major domestic companies like Qilu Pharmaceutical and international firms like Germany's B. Braun secured multiple selections, reflecting a balanced competitive environment [7][12]. Regulatory Improvements - The procurement rules have been continuously optimized, focusing on fairness and transparency, with new mechanisms such as anchor pricing and revival processes introduced [10][11]. - Quality control measures have been strengthened, requiring bidders to have relevant production experience and compliance with Good Manufacturing Practices (GMP) [11][12]. Industry Transformation - The centralized procurement system is pushing companies to adapt, with some focusing on compliant generic drugs while others accelerate innovation in drug development [12][14]. - The market is witnessing a shift towards high-quality, innovative products, with a significant increase in the number of approved innovative drugs and medical devices [14][15]. Future Outlook - The drug procurement system is evolving towards a more transparent and quality-focused approach, with ongoing adjustments based on feedback and practical conditions [15]. - The core principles of the procurement system remain stable, ensuring a balance between public welfare, corporate development, and high-quality industry transformation [15].