The Office of the National Drug Joint Procurement (ONDJP) published the conclusive enterprise roster for the 11th batch of the country’s centralized drug procurement program (VBP 11th). A total of 389 parent companies have been confirmed for bidding, a modest decline from the draft‑for‑comments stage, while the total demand remains steady at 3.7 billion doses (excluding unspecified‑manufacturer requests).
Key Takeaways
| Metric | Detail |
|---|---|
| Enterprise Participation | 389 confirmed parent companies |
| Demand Volume | 3.7 billion doses (constant) |
| Change vs Draft | Slight reduction in participants |
| Next Steps | Contract awards expected in the coming weeks |
Procurement Context
China’s centralized procurement scheme, launched to streamline drug purchasing, cut costs, and improve access, has become a cornerstone of national health policy. VBP 11th covers a broad therapeutic spectrum, from antibiotics to oncology agents, promising substantial savings for the public health system.
Enterprise Landscape
- 389 companies have met all eligibility criteria and registered for the bidding.
- The participant count fell modestly from the draft‑for‑comments list, reflecting tightened qualification standards.
- Major pharmaceutical manufacturers and distributors remain on board, preserving a competitive bidding environment.
Demand Outlook
- 3.7 billion doses represent the total procurement volume for VBP 11th, unchanged from earlier estimates.
- Demand is distributed across 12 therapeutic categories, with the largest volumes in chronic disease management and vaccines.
- Excluding “demand without specified manufacturers” keeps the figure conservative, focusing on confirmed supply‑chain partners.
Market Implications
- Price Competition: The large volume and narrow participant pool are likely to drive price reductions across multiple drug classes.
- Supply‑Chain Consolidation: Smaller manufacturers may seek alliances or exit the bidding process to remain viable.
- Policy Momentum: Successful execution of this batch reinforces the ONDJP’s credibility and may pave the way for even larger procurement volumes in future cycles.
Forward‑Looking Statements
This release contains forward‑looking statements that involve risks and uncertainties. Actual results may differ materially.-Fineline Info & Tech
