Domestic pharmaceutical companies and multinational pharmaceutical companies are racing on two opposite tracks

The reasons are also quite complicat.

It's no exaggeration to go wild on the opposite tra.

Great changes unseen in a century

Reform ushered in a new li.

In the international environment, the number of global black swan events has increased, the erratic and fast-spreading new crown pneumonia epidemic, the global supply chain crisis, various butterfly effects and chain reactio.

The domestic environment is not simple eith.

So,Whether it is fear of the unknown or a deep understanding based on reality, both multinational pharmaceutical companies and domestic pharmaceutical companies have chosen to do the same thing: transformation and upgradi.

Pharmaceutical companies are on both ends of the scale

GSK spun off its consumer health business in the middle of last year to form the "new GS.

Earlier, Merck said it would split its business into two, spinning off women's health, biosimilars and some mature medicines into a new company, Ogall.

Earlier, Pfizer divested its generic drug business into Upjohn, merged with Mylan, and established Huiz.

Contrary to the fact that multinational pharmaceutical companies are lightly loaded, at the other end of the scale are domestic pharmaceutical companies that choose to walk on multiple le.

Huadong Medicine has been in the limelight recent.

In 2018, Huadong Medicine wholly acquired Sinclair, a British company, and officially set foot in medical aestheti.

Unlike other industries that are single-handedly involved in medical aesthetics, pharmaceutical companies are scrambling to enter medical aestheti.

There are also several companies involved in C.

There are also some pharmaceutical companies eager to invest, such as Yunnan Baiyao and Tigerm.

Is Diversity Wrong?

Not al.

Diversity means experimentation means new li.

Nucleic acid testing, the spring breeze of "reform and opening up", "the winner is the king and the loser is the bandi.

As of the end of 2021, a total of 34 nucleic acid detection reagents have been approved for listing, from 28 companies, of which 12 are listed compani.

In the early stage of the Wuhan epidemic in 2020, 6 new coronavirus detection products of 6 companies were the first to be approved for emergency listi.

The six companies are Zhijiang Bio (68831SH), Shengxiang Bio (68828SH), Jienuo Bio, Berger Medical, Daan Gene (00203SZ) and Huada Group (BGI and Huadazh.

mad.

In August 2020, Shengxiang Bio was listed on the Science and Technology Innovation Board as the "first anti-epidemic stoc.

Chairman Dai Lizhong's wealth and market value exceeded 15 billion yuan, making him one of the billionair.

In January 2021, Zhijiang Bio will be listed on the Science and Technology Innovation Board of the Shanghai Stock Exchan.

In 2020, Zhijiang Bio's total operating income exceeded 2 billion yuan, total profit was more than 1 billion yuan, operating income increased by 6972% year-on-year, and net profit attributable to shareholders of listed companies increased by 17096% year-on-ye.

Shengxiang Bio and Zhijiang Bio were previously unknown companies, and their technology was not advanced, and it was impossible to commit to the research and development of nucleic acid detection reagents ear.

However, the wind came, the enterprise seized it, and it was do.

In the face of the unknown epidemic, if you choose to reduce risks and focus on core business, you will not have excess returns and seize future opportuniti.

Compared with some top genetic testing companies, such as Berry Gene, Genetron Health, Burning Rock Medicine, e.

, they failed to get a share of the new crown nucleic acid testi.

Standing in front of the wind, can you say "inaction is a fault"? Missing this time means falling behind and a reshuffle of genetic testi.

summary

On the way to transformation, domestic pharmaceutical companies and multinational pharmaceutical companies have chosen two opposite tracks, largely because domestic pharmaceutical companies are not yet ready for .

Stripping out generics? There's nothing left if you strip it, bad id.

Multinational pharmaceutical companies have abundant capital reserves and clear future cash flow, so they can streamline business, reduce risks, and cultivate innovation behind closed doo.

At this stage, domestic pharmaceutical companies are facing the crisis of "there is today, but there is no tomorrow", and they cannot wave their hands in &g.

At present, Hengrui, which is more focused on innovation and transformation in China, is also based on the premise of "imitation and innovation", and has been using its own funds to support research and developme.

On the other hand, time is a true frie.

Most of the multinational pharmaceutical companies are century-old companies, and they have accumulated a lot of experience and lessons on how to develop and grow and how to deal with cris.

In contrast, domestic pharmaceutical companies have no economic reserves and no experience reserves, so the transformation path must be more diversifi.

Moreover, youth is also a kind of capit.

Domestic pharmaceutical companies are new born calves, with strong mobility and flexibility, and it is easier to achieve qualitative breakthroug.

Refer to small biotech companies in the United States, and see companies emerging due to the new crown epidem.

However, "success is also small, defeat is also small", diversification is always a double-edged swo.

If you stand on the top of the tuyere, you will improve your quality; if you stand on the wrong tuyere, you will be involved in a torna.

Focusing on the enterprise itself, it is also necessary to discuss the facts, improve both hard power and soft culture, take history as a mirror, and take dreams as hors.