The new crown antigen self-test product has just been approved for marketing, and the centralized collection will follow.
A few days ago, a reporter from the Nandu Pharmaceutical Enterprise Compliance and Development Research Group noticed that the Shandong Provincial Medical Insurance Bureau issued the “Implementation Plan for Special Centralized Procurement of New Coronavirus Antigen Detection Reagents” (hereinafter referred to as the “Plan”), which clearly carried out The new coronavirus antigen detection reagent products are purchased in a centralized manner, and the purchase results are included in the provincial centralized purchasing platform for pharmaceuticals and equipment, and medical institutions and pharmaceutical companies are publicly traded online.
Shandong Province will carry out the collection of new coronavirus antigen detection reagents (source: Shandong Provincial Medical Insurance Bureau official website)
The reporter from Nandu noticed through the “Plan” that the selected companies are determined according to the order of the declared price from low to high. In terms of price, the declared price of the product is not higher than 1.3 times of the lowest quotation; the declared price is higher than the highest valid declared price The decline rate is ≥50%, and at the same time, the quotation of the enterprise shall not be lower than the cost.
As for the allocation of purchase volume after the election, if the same quotations cause the number of companies to be selected to exceed the number specified in the bidding rules, the company with the largest committed supply (single-day supply) will be given priority; If it is the same, the company with the same quotation will re-quote, and the one with the lowest price will be selected.
Although the COVID-19 antigen self-testing products are only available in Shandong province to carry out mass collection, but in the view of the industry, this may be a “first exploration” for the country’s mass collection.
Actually, whether the COVID-19 antigen self-test products have been collected in the country, the centralized collection department has released relevant signals. On March 14, Tianjin Pharmaceutical Purchasing Center, which is responsible for the nationwide centralized procurement of high-value medical consumables, issued the “Notice on Carrying out Centralized Maintenance of Novel Coronavirus Antigen Detection Reagent Information”, indicating that it will be carried out from March 14. Centralized maintenance of novel coronavirus antigen detection reagent product information. This has also been interpreted by the outside world as a signal that “new crown antigen products should be collected in quantity”.
Nandu reporters noticed that compared with the “gold standard” of nucleic acid detection, although the new crown antigen self-test product is only for reference, it is estimated from the sales obtained by the companies involved in production overseas. , This product has the potential of “collecting with volume”, and many brokerages predict that it may reach a market size of more than 10 billion per month.
Minsheng Securities research report shows that, assuming the ex-factory price of the product is 6-10 yuan per person, and taking the median value of 30% based on the penetration rate range of 10% to 50%, it corresponds to the domestic monthly new crown antigen The testing market space is 8.06-13.44 billion yuan. Zhongtai Securities pointed out that with reference to overseas distribution policies, such as the official release of domestic antigen self-test kits, it is estimated that the monthly market size of the domestic new crown antigen self-test kits is expected to reach 17.7 billion to 26.6 billion yuan, and the annual market size will reach 212.4 billion. Yuan to 319.2 billion yuan.
At the same time, Nandu reporters learned that at least 11 new coronavirus antigen self-test products have been approved by the State Food and Drug Administration, and they are also qualified for centralized collection in terms of types.
It is understood that the current retail price of the new crown antigen self-test product is about 20 yuan or more, but industry insiders believe that this price has a large room for price reduction, “the cost is mainly concentrated on the outer packaging” .
The research report released by GF Securities Development Research Center shows that the production cost of a single dose of antigen self-test reagent in my country is about 2 to 3 yuan, mainly composed of biological raw materials, NC film, plastic It consists of four parts: parts and labor. Among them, the expenditure of labor and plastic parts is generally relatively stable, and the price fluctuation of biological raw materials and NC membranes will have a greater impact on the cost. The main production enterprises of antigen self-test reagents have a high proportion of self-produced raw materials and have a strong ability to adjust costs. “In extreme cases, the production cost can be reduced to 1.5 yuan.”
Of course, some companies have already taken the initiative to cut prices before the full-scale development of centralized procurement with volume.
On March 15, the Guangdong Provincial Drug Trading Center released the “New Coronavirus (2019-nCoV) Detection Reagent Alliance Regional Group Procurement with Volume” (which will be launched in 2021). The price of the selected product of the new coronavirus (2019-nCoV) antigen detection kit (colloidal gold method) has been adjusted to 9.8 yuan per person.
On the same day, the Henan Provincial Public Resource Trading Center issued the “Notice on Matters Concerning the Online Procurement of Novel Coronavirus Detection Reagents and Related Consumables”, showing that Wanfu Biotech also reduced the price of the above-mentioned selected products to 9.8 yuan/person.
Relevant persons from Wanfu Biological said that the price dropped by 41.7% compared with the previous selected price of 16.80 yuan/person.
Reporters of Narada Pharmaceutical Enterprise Compliance and Development Research Group will continue to pay attention to whether the new crown antigen self-test products will be collected nationwide in the future.
Source: Southern Metropolis Daily