90% of generic drugs or seamless docking of "patent cliff" approaching multi recruitment of pharmaceutical companies

Source: the guiding opinions on promoting healthy development issued by Guangzhou Daily on the weekend of March 16, 2016 clearly stated that by 2020, more than 90% of major patent expired drugs should be imitated and listed; at this time, the national negotiations to solve the problem of high price of expensive imported patent drugs were also under way Seeing that the "patent cliff" is approaching and the market share in China is hard to be guaranteed, many foreign pharmaceutical companies either take the initiative to reduce prices, or negotiate to make profits halfway, or even directly sell the expired patent drugs The reporter learned that at present, some of the domestic powerful pharmaceutical companies are eager to try the production of generic drugs, and some are selling drugs at high prices Industry insiders suggest that generic drugs are in the spring breeze of policy, and interested investors can pay attention to concept stocks The guiding opinions on promoting healthy development issued by the general office of the State Council over the weekend proposed that more than 90% of major patent expired drugs should be imitated and listed in China by 2020 Current situation: the price of imported patent medicine is too high An industry observer told our reporter that there are practical factors that are driving the policy: "the problem of high price of imported patent medicine and the inability of patients to use it is not two days a day, and poverty caused by illness is more prominent Foreign companies hold the right of pricing discourse This kind of "super national treatment" is unreasonable and unfair competition, so once its patent expires, we should let domestic generic drugs with high cost performance keep up with it seamlessly " Even within the patent period, the relevant departments have been conducting national negotiations on expensive imported drugs, choosing patent drugs in representative fields such as cancer treatment and treatment of major diseases as the breakthrough, it said "Before that, the national development and Reform Commission and other departments had also adjusted the price of imported drugs, but the patients could not feel the burden reduction This time, it was said that the decline might reach 50%, which is a good start As for foreign pharmaceutical companies, the pace of patent expiration is approaching, and it is more likely to stabilize their market position in the long run if they trade price for quantity into medical insurance " According to its analysis Recently, AstraZeneca, a multinational pharmaceutical company, transferred its patented drugs boyiding and imdo to kangzhe pharmaceutical and its holding company Tibet pharmaceutical with us $310 million and US $190 million respectively, which is also the largest transaction among Chinese pharmaceutical companies to purchase the Chinese sales rights of the original research products of multinational pharmaceutical companies In this regard, industry observers told our reporter that there are more and more such acquisitions In the case of limited original research and innovation ability, domestic pharmaceutical enterprises can take the fast lane of "buying drugs" to enter the original research and drug market and quickly improve their product structure, but it is not very helpful for their own research and development ability Pharmaceutical companies: competing to apply for popular generic drugs Shi lichen, head of Beijing Dingchen pharmaceutical management consulting company, said that taking over the right to trade in patented drugs from foreign pharmaceutical companies could rapidly improve the competitiveness of domestic pharmaceutical companies, even for drugs that are about to expire or have expired Especially in the bidding system, the original research drugs with expired patents still have significant advantages over many newly listed generic drugs While the patent of imported drugs is about to expire or has expired, there are many listed companies competing for popular generic drugs Wanaike, a famous "blue pill" owned by Pfizer to treat male sexual dysfunction, has expired its patent for its front foot in China, and dozens of pharmaceutical companies have applied for approval for generic drugs Industry insiders suggest that interested investors can pay more attention to domestic generic concept stocks, many of which are star stocks At present, generic drugs are in the spring breeze of policy If you choose the right varieties and smoothly get consistency evaluation, it is likely to occupy the market upper hand and increase new profit growth points.