You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
第五批集采有3家企业纳入品种超10个,造影剂、吸入剂等重磅品种在列
格隆汇 04-16 09:10

本文来自: Insight医药情报局

最重磅的第 5 批集采要开始报量了。

不过,从初步的报量清单来看,本次集采并没有纳入生物药、中成药,这也给相关品类带来一定喘息时间。虽然是报量品种目录,但是较以往来看,与最终目录不会有太大差别,参考意义重大。

话不多说,第五批集采是国家历次集采中纳入品种数量最多的一次,本次共 60 个品种,涉及 207 个品规,其中注射剂有 30 个品种,远超前几次注射剂品种之和。

就目前 Insight 数据库统计,本次纳入品种超过 5 个的企业共有 9 家,其中以中国生物制药齐鲁制药扬子江科伦药业纳入品种数量位居前列,预计受本次集采影响较大。

第五批集采纳入品种较多的企业

外资企业中,辉瑞阿斯利康本次纳入品种较多,各有 6 个和 7 个品种纳入集采,其次葛兰素史克、费森尤斯卡等企业也均有超过 2 个品种被纳入。

第五批集采纳入品种较多的外资企业

从目前统计的品种竞争情况来看,大多数品种处于 3-4 家企业竞争的位置,当然后面随着更多企业过评,数据会有变化。本次竞争最激烈的两个品种为艾司奥美拉唑利伐沙班,符合企业数量均超过 10 家。

备注:随着过评企业增加,后续会有变化

值得注意的是,本次有 2 款造影剂品种被纳入,分别是碘海醇碘克沙醇注射液,竞争情况均已满足 3 家仿制药过评+原研进口。其中,上海司太立和扬子江药业两款造影剂均过评,面临集采。此外,国内造影剂龙头恒瑞的碘克沙醇暂未过评可能无缘本次集采,但是司太立的碘海醇此前已经与恒瑞达成合作,由恒瑞负责国内推广销售工作,本次集采势必会受影响。

附:Insight 数据库整理的全部符合集采企业清单(文末可下载原始数据

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account