Why is Liwei Ke 2 yuan? Revealing the market logic behind low-priced drugs
Recently, a gastric medicine called "Liweike" has caused heated discussion across the Internet because the unit price is only 2 yuan. This article will combine hot topics in the past 10 days, analyze the survival status of low-priced drugs through structured data, and explore the economic logic behind it.
1. Hotspot list of drug price disputes across the Internet (last 10 days)
| Ranking | topic | amount of discussion | Related events |
|---|---|---|---|
| 1 | Liweike is priced at 2 yuan | 285,000 | Drug store delisting controversy |
| 2 | Centralized drug price war | 192,000 | Centralized procurement of the 9th batch of drugs started |
| 3 | The disappearance of cheap drugs | 157,000 | Nitroglycerin tablets out of stock |
2. Dismantling of Liweike’s cost structure
| Cost item | Proportion | Amount (yuan) | Industry comparison |
|---|---|---|---|
| Raw material cost | 42% | 0.84 | The average price of similar drugs is 1.2 yuan |
| production cost | twenty three% | 0.46 | Automated production line saves 30% |
| circulation cost | 18% | 0.36 | The average price of traditional channels is 0.8 yuan |
| profit margin | 17% | 0.34 | Industry average 25% |
3. Analysis of the survival status of low-priced drugs
1.policy driven: National centralized procurement has been carried out in 9 batches, with an average price reduction of 53%. Livec was included in the fourth batch of centralized procurement catalog as a basic drug.
2.market game: Price comparison of similar competing products shows that Liwei Ke has achieved cost advantages through large-scale production:
| Drug name | Specification | Unit price (yuan) | market share |
|---|---|---|---|
| Liwei Ke | 14 pieces/box | 2.00 | 31% |
| An imported brand | 7 pieces/box | 35.00 | 45% |
| Domestic generic drugs | 14 pieces/box | 8.50 | twenty four% |
3.Consumer awareness: Weibo survey shows that 68% of consumers believe that the quality of 2-yuan drugs is questionable, but in fact, the drug has passed the consistency evaluation and its efficacy has been officially certified.
4. Three dimensions of industry impact
1.Supply chain restructuring: The concentration of API companies has increased, with the market share of the top five manufacturers rising from 52% in 2019 to 67% in 2023.
2.Pharmacy Transformation: The gross profit margin of independent pharmacies dropped to 18%, while chain pharmacies maintained a gross profit margin of 25%+ by increasing service items.
3.R&D turn: In the R&D investment of pharmaceutical companies, the proportion of innovative drugs will increase from 39% in 2020 to 61% in 2023.
5. Forecast of future trends
| Time node | Predict events | Probability | Influence |
|---|---|---|---|
| 2024Q2 | More 2-yuan drugs appear | 85% | ★★★★ |
| End of 2024 | The distribution rate of low-price drugs in primary medical institutions exceeds 90% | 75% | ★★★ |
| 2025 | The first $1 prescription drug appears | 60% | ★★★★★ |
Conclusion: Liweike’s 2 yuan pricing may seem abnormal, but in fact it is the inevitable result of the deepening of pharmaceutical reform. Driven by the volume-based purchasing policy, more "floor-price" drugs will appear in the future, and the ultimate beneficiaries will be patients with chronic diseases who need long-term medication. However, it should be noted that reasonable profit margins are still the key to ensuring sustainable supply of drugs.
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