After domestically-made innovative drugs have entered the medical insurance one after another, manufacturers are facing two major challenges!

In recent years, with the improvement of the pharmaceutical innovation environment and the advancement of a series of centralized medical reform policies, the increase of capital and the influx of talents, domestic innovative drugs represented by antibody drugs, cell drugs, and gene drugs have flourished and the entire innovation The pharmaceutical market is active
.
At the same time, with the accelerated review of new drugs, the pace of domestically-made innovative drugs is accelerating
.
According to incomplete statistics in the industry, since 2021, there have been as many as 15 domestic Class 1 new drugs approved by the State Food and Drug Administration (excluding new indications)
.
After domestically-made innovative drugs have entered the medical insurance one after another, manufacturers are facing two major challenges! (Picture source: Pharmaceutical Network) In order to promote the availability of innovative drugs and meet the medication needs of patients, in recent years, in the structural adjustment of the medical insurance catalogue, an obvious bright spot is that medical insurance is moving towards more tumors, rare diseases and Chronic disease drugs are tilted
.
For example, in the 2020 version of the medical insurance catalog that will land in March 2021, there are a total of 119 successfully negotiated drugs, with an average price reduction of 50.
64%
.
Among them, in the field of oncology, more than 50 anti-tumor drugs have been included in medical insurance
.
In addition to imported original research drugs, these anti-tumor drugs that have entered medical insurance include domestic innovative drugs, including three domestically-made PD-1 products
.
These new drugs will bring good news to the majority of patients and reduce the burden of drug costs
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For pharmaceutical companies that have successfully negotiated medical insurance, new drugs can be quickly increased after being included in medical insurance, increase market share, and are expected to bring sales growth
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But at the same time, production companies often face two major challenges
.
On the one hand, in recent years, the cost of raw materials and labor costs have gradually risen, and the impact of the drop in drug prices brought by centralized procurement has been superimposed, and pharmaceutical companies are generally facing cost pressures
.
In recent years, it can be seen that domestic pharmaceutical companies have paid more attention to the management concept of "reducing costs and increasing efficiency", speeding up digital upgrades, and promoting the transformation of workshop production from traditional models to intelligent ones
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In addition, there are also some pharmaceutical companies that actively "reduce the burden", make decisions such as canceling subsidiaries, optimize resource allocation and asset structure, and focus on core businesses
.
On the other hand, pharmaceutical companies are also facing challenges in production equipment and material supply
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For production companies, if the supply of production equipment or materials is unstable, the production plan of the pharmaceutical company will be affected, and it may even cause a period of suspension of production, which will bring huge losses to the company
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In the past, large domestic pharmaceutical companies generally used imported expensive equipment to ensure stable production, but imported equipment may have problems such as long delivery times and inconvenient maintenance
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In recent years, with the development of domestic pharmaceutical production equipment and the increase in R&D investment of enterprises, many domestic equipment have continuously achieved breakthroughs, gradually moving from low-end to mid-to-high-end, and even comparable to imported equipment, and domestic equipment is affordable and repairable.
Convenience, timely service and other advantages are highlighted
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It is reported that, especially since 2020, due to the delayed delivery of imported equipment and other factors, many domestic pharmaceutical companies have turned to domestic equipment companies to purchase equipment, which has brought huge opportunities to the domestic equipment industry
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Recently, Tofflon also mentioned in its response to investors in the disclosed investor relations activity record sheet that domestically-made innovative drugs have entered medical insurance one after another, prompting downstream pharmaceutical companies to pay more attention to operating costs and the stability of the supply chain of production equipment and related materials.
In consideration, this has also greatly promoted the development of domestic equipment
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For domestic pharmaceutical machinery companies, a new round of opportunities is coming
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In this context, domestic pharmaceutical companies should seize the opportunity to continuously develop towards high-end, intelligent, and informatized pharmaceutical equipment, improve production efficiency and production stability, and provide high-quality development for domestic innovative pharmaceutical companies.
"Empowerment", while reducing the cost burden of pharmaceutical companies
.