316种国家集采药品接续采购开标,原研药中标的比例不到一成
第一财经·2026-02-12 14:56

Core Viewpoint - The recent round of national drug procurement in China has resulted in 1,020 companies winning bids for 4,163 products, covering 316 commonly used drugs across 26 therapeutic areas, with original research drugs making up less than 10% of the selected products [3][5]. Group 1: Procurement Results - The procurement process involved a high participation rate, with a selection rate of 93% and an average of 14 companies winning bids for each product [5]. - The selected original research drugs include various formulations such as oral and injectable forms, with notable companies like Merck, Sanofi, and Bayer involved [6]. - Some original research drugs that previously won bids in earlier rounds did not secure selection in this round, indicating a shift in market dynamics [6][7]. Group 2: Market Dynamics - The introduction of national drug procurement has led to significant price reductions for original research drugs, which now face competition from generics, resulting in a phenomenon known as the "patent cliff" [9]. - Despite the challenges, many original research drugs maintain a presence in the market, particularly in outpatient settings, leveraging brand strength [10]. - Some multinational pharmaceutical companies are divesting mature product lines to focus on innovative drug development, reflecting a strategic shift in response to the evolving market landscape [11][12].

316种国家集采药品接续采购开标,原研药中标的比例不到一成 - Reportify