Be transferred out of medical insurance, be monitored... What should auxiliary drug companies do in the future?

[market analysis of pharmaceutical network] at present, the three quarterly reports of listed pharmaceutical companies have been disclosed one after another, many pharmaceutical people and investors are paying attention to the market of pharmaceutical market, although more than 60% of the company's performance has achieved year-on-year growth, and the leading companies are performing well However, the performance of "adjuvant" is worrying According to the industry, under the influence of the policies that are transferred out of the medical insurance catalog and monitored, the auxiliary drugs continue to bear pressure, the market structure will be further adjusted, and the relevant enterprises will also face greater transformation pressure Some pharmaceutical companies suffered from continuous pressure on auxiliary drugs in the third quarter From the third quarter reports of relevant auxiliary drug companies, the impact of policies has been reflected in their achievements Taking ganglioside, which was listed in the list of national key monitoring drugs for rational use in June of this year, as an example, its production enterprises such as Cylon Pharmaceutical Co., Ltd had an on-line revenue of 42.66 million yuan in the third quarter of 2019, a year-on-year decrease of 55.62%; its net profit was negative in the third quarter, a year-on-year decrease of 110.33% Sailong pharmaceutical said that the sales revenue of the products was lower than expected due to the price reduction of drug bidding and the listing of some products in the key monitoring catalogue In addition, mouse nerve growth factor is also one of the monitoring products In the third quarter of 2019, the revenue of shutaishen, the enterprise that produces the product, was 179 million yuan, down 5.47% year on year, but its net profit dropped to 75.5% The third quarter results of other manufacturers were also far below expectations According to shutaishen's statement in the financial report, due to the policy adjustment of the pharmaceutical industry and the impact of the market environment, the sales volume and sales revenue of its product supishan dropped more than that of the same period last year; the adjustment of the new 2019 version of the medical insurance drug catalog released in August 2019 brought great challenges to supishan's marketing work In view of the above reasons, it is predicted that the accumulated net profit from the beginning of the year to the end of the next reporting period will decrease significantly compared with the same period of last year Enterprise transformation is a way out We need to find a suitable path Many pharmaceutical companies are worried that in the future, auxiliary drugs can still stand firm in the market? To be sure, from the current situation, the transformation of auxiliary drug enterprises is a way out It is reported that many pharmaceutical companies have been actively looking for products, projects and teams Some of them use cash flow for innovative drug research and development, some consider investment, merger and acquisition of biopharmaceutical projects or enterprises, some do product upgrading or multiple generic drug projects at the same time However, the industry also pointed out that the transformation of auxiliary drug enterprises is a painful and long process No matter in R & D or sales, the transformation can not be completed in a short period of time, and it is necessary to find a suitable path and find different directions according to the conditions of the enterprise itself For example, those with funds can do R & D and M & A by themselves, and generic pharmaceutical enterprises with sales channels can enrich product lines and introduce new products   In addition, in terms of categories, although driven by policies such as volume purchasing and consistency evaluation, the generic pharmaceutical industry is facing a reshuffle, and innovative drugs have become the research and development direction of many enterprises, enterprises without R & D strength and ability will have greater risk, high cost and long cycle if they start to make innovative drugs from scratch, and they will also feel that they only focus on hot areas such as tumors“ Track "crowded, we suggest to pay attention to rheumatoid arthritis and other varieties Rheumatoid arthritis is a common inflammatory autoimmune disease, with a disability rate of more than 50% According to data, the incidence rate of rheumatoid arthritis in China is about 0.32%~0.36%, but domestic treatment is not enough At present, Lilly, Novartis, Johnson & Johnson, GSK and other multinational pharmaceutical companies have targeted at the domestic market to seize the beach, and the market competition is increasingly fierce, but due to the high price of drugs, many patients are difficult to afford According to the prediction of nature, the market scale of rheumatoid arthritis drugs will reach 30.5 billion US dollars in 2019 The industry believes that rheumatoid arthritis drugs need a certain sales channel If the price of these drugs can be reduced through medical insurance negotiations in the future, it will be a very large and long-term market Auxiliary drug companies can consider this direction.