Growth slows down the transformation of the development path of the pharmaceutical industry

Source: since 2015-12-14, China's economy has been facing severe and complex internal and external situations, and the downward pressure on the economy is increasing At the same time, the pharmaceutical industry, which is closely related to national policies, is in an embarrassing situation of sustained economic slowdown According to Ames China Hospital Pharmaceutical statistics report, the total sales volume of China's hospital pharmaceutical market in the first quarter of 2015 increased by 7.1% compared with the same period last year, reaching the lowest quarterly growth rate since the growth of the pharmaceutical market slowed down in the fourth quarter of 2012 Since the notice on further improving medical service action plan issued by the health and Family Planning Commission at the beginning of the year, there have been waves of reform in the pharmaceutical industry The health and Family Planning Commission has repeatedly and repeatedly emphasized the rational use of drugs and vigorously promoted the clinical pathway, ranging from the spread of antibacterial drugs to hormone drugs, anti-tumor drugs and auxiliary drugs, in order to strengthen the clinical use of intervention It can be seen that under heavy pressure, the development of China 's pharmaceutical market presents a very optimistic situation It is an indisputable fact that the economic downturn is caused by the policy repression, but there are many problems that cannot be ignored All along, the domestic pharmaceutical industry can be said to have "many problems" As we all know, China is a pharmaceutical power, but not a pharmaceutical power Restricted by the inertia of the traditional development mode, the low management level of the enterprise itself, the weak product competitiveness, the poor international channels, the shortage of international talents and other constraints, the development path of Chinese local pharmaceutical enterprises can be described as thorny How to speed up the development of domestic pharmaceutical enterprises? How can the pharmaceutical market continue to grow? These have become unavoidable problems in the current domestic pharmaceutical industry In this regard, this newspaper has carefully planned the topic of "growth slows down the transformation of the development path of the pharmaceutical industry", invited experts in the industry to analyze the decline in the growth of the domestic pharmaceutical market, and made suggestions for the "breakthrough" of the pharmaceutical industry in China Next, let's listen to the voice of the industry! Chen Jiayu / Wen slowing down "take it for granted" medical Observer: data shows that the total sales volume of China's hospital medical market in the first quarter of 2015 was 154.2 billion yuan, an increase of 7.1% compared with the same period of last year, reaching the lowest quarterly growth rate since the growth of the medical market slowed down in the fourth quarter of 2012 What do you think of this? Xie kongbiao: in fact, this is a very normal situation Our country's GDP has reached the lowest point at present Influenced by the economic trend, the pharmaceutical industry can't be alone Li Congxuan: This is the inevitable result of the strong implementation of various national medical reform measures And only the growth rate slowed down, the total amount did not decrease At the same time, it is also a process that must be experienced to change the structure of medicine If the growth rate of the total amount of the pharmaceutical market only refers to the decrease of the total amount of the pharmaceutical sales, it does not play a very big role in reducing the medical expenses for patients, because if the other expenses in the medical process are increasing substantially, the key to the problem is to find a balance point, and each item should have a relatively reasonable charging point of value regression Wang Deren: from the perspective of market economy, the ups and downs of industry development is a normal industrial law China's drug market has maintained strong growth for more than 10 years Since the inflection point of the decline in growth rate in the fourth quarter of 2012, although relevant agencies have been reducing market growth expectations, they did not expect that there will be a single digit growth rate in the first quarter of this year, which gives the impression that "winter" is really coming Zeng Jun: In my opinion, the Chinese hospital drug market is not a mature market, and the real degree of marketization is not obvious in the pharmaceutical industry, so every time the policy moves, it will have a certain degree of impact on the domestic pharmaceutical market; and the growth rate of the hospital market in the first quarter we see now has entered a single digit, which is a comprehensive impact of various policies in recent years We believe that the data in 2015 will be even worse Medical Observer: in fact, in recent years, the growth of China's medical market continues to slow down, and in the first quarter of this year, it reached the lowest growth rate As far as you know, what is the main reason for the slowdown? Why is a "minimum"? Lu Chuanyong: The regulation of a series of policies of the national new medical reform has intensified the continuous concussion of the low growth rate, especially the strengthening of rational drug use and vigorously promoting the clinical path by the health and Family Planning Commission, ranging from the spread of antibacterial drugs to hormone drugs, anti-tumor drugs and auxiliary drugs, aiming to strengthen the intervention of clinical use, promote individualized drug use, and reduce the drug damage of patients, under such a heavy blow In 2015, the pharmaceutical industry faced a huge impact Zeng Jun: since the "GSK company" incident, the government has gradually lowered the price of drugs, which has led to a drop in the price; on the other hand, the drug use structure has also been greatly adjusted in the past two years These measures are a drop in the number of drugs used in the hospital market Both price and quantity show downward trend, which began to show in 2014 So far, they are still in the process of downward trend, which is the "lowest value" we mentioned Xie kongbiao: since the growth rate of national investment in health insurance has declined, the economy of China's medical market has slowed down in recent two years As for the minimum value, each industry will have a certain minimum value at the stage of development In the next three years, the minimum value of the pharmaceutical industry will appear Li Congxuan: the reason why the hospital drug market slows down and the lowest value appears is because of the influence of the following measures: clinical pathway management; drug proportion management; hierarchical medical management; bidding and fee control This shows that the new medical reform began to be vigorously implemented, which should be a good thing, and problems in the implementation process should be corrected Wang Deren: there are many reasons for the slowdown of the whole industry The main problem is market purchase There are two main channels for drug sales: hospital terminal and retail terminal The slow growth of hospital drug market is the inducement for the industry to enter the winter As we all know, in recent years, medical institutions have been vigorously promoting the control of drug proportion or average drug cost; the drug price caused by the centralized bidding and procurement of local governments in pursuit of the "lowest price"; the stricter review of new drugs by the food and drug administration leads to less new drugs entering the market and higher market barriers, which makes the new drug sales fail to reach the expected goal; therefore, there is no "lowest" but lower Medical Observer: according to your analysis, what impact does the continuous slowdown of the pharmaceutical market economy have on China's pharmaceutical industry and pharmaceutical enterprises? Li Congxuan: to bring about the change of drug structure in the medical market, pharmaceutical enterprises should study and pay attention to it as early as possible, and do a good job in the adaptive adjustment of product structure in advance; it will also bring about the change of drug marketing mode According to the change of terminal sales structure, it is necessary and inevitable for pharmaceutical marketing mode to keep pace with the times, and it is necessary to have the concept of survival of the fittest Zeng Jun: for the industry and pharmaceutical enterprises, this is actually a redefinition of what is a "good variety", which is also a turning point of how to build a "good variety" understanding At this time, enterprises will really pay attention to the connotation of products, and the industry will really put the words "R & D, innovation, medical marketing" on the theme of various seminars Wang Deren: for the whole pharmaceutical industry, the continuous slowdown of growth is a favorable opportunity to promote the restructuring of the industrial structure, which can effectively change the current "small, scattered, disorderly and multi" pharmaceutical industry The pattern, out of the perplexity of vicious price competition caused by low-level repeated production, enables enterprises to actively improve their innovation and R & D capabilities, thus promoting the transformation and upgrading of the industry as a whole Xie kongbiao: due to the slow growth rate, the pressure on the pharmaceutical industry is self-evident In the past few years, due to the relatively large development expectation of many enterprises, they increased investment in some fixed assets, which resulted in the overcapacity of the company's products in the past two years, resulting in the development not meeting the expectation In this case, the economic operation efficiency of the whole company will further decline, and this downward trend will affect the whole industry In addition, affected by the economic downturn, it will speed up the integration between enterprises and develop intensively Several major categories of drugs have been impacted: from the perspective of treatment, the growth of traditional Chinese medicine, antibiotics, anti-tumor drugs and infusion products has declined significantly According to your analysis, what is the reason for the obvious downward trend of the growth of these drugs? Xie kongbiao: in the past few years, the development of traditional Chinese medicine in our country has not been growing rapidly However, with the state's control over the proportion of drugs and high price drugs, some traditional Chinese medicine products have declined In recent years, the abuse of antibiotics has been suppressed by policies, and some results have been achieved, so the growth of antibiotic market has declined Wang Deren: there are two major problems of traditional Chinese medicine injection: too many particles caused by backward preparation process and safety in clinical application, which lead to a significant decline in the use of traditional Chinese medicine injection The decline of other drugs is mainly due to the fact that the health and Family Planning Commission is further standardizing the clinical pathway management of medical institutions, and limiting the abuse and over prescription use of some antibiotics and anti-tumor auxiliary drugs through some specific measures Zeng Jun: "in recent years, adjuvant therapy such as tumor and traditional Chinese medicine has risen again and occupied a large proportion, so the current clinical medication structure is indeed unreasonable Based on this, no matter the government or the people, we all see the current situation, so the policy should be the first to intervene the industry, adjust the structure of clinical medication, restrict the access of traditional Chinese medicine, restrict the abuse of antibiotics, limit the use of tumor, auxiliary drugs and "soup" products Lu Chuanyong: Traditional Chinese medicine, antibiotics, anti-tumor drugs and infusion products are under the control of policies, and the growth and decline are more obvious For example, Jiangsu's plan stipulates that outpatient clinics should gradually cancel the diagnosis and treatment of infusion products for injection Beijing, Jiangsu, Yunnan, Anhui and other cities have focused on monitoring the products with large clinical use, and the five ministries and commissions of the state jointly issued the "control of public medicine by printing and Distributing" The notice of several opinions on unreasonable increase of hospital medical expenses puts forward specific indicators for controlling drug abuse and transitional prescription Medical Observer: Although the policy further increases the support for traditional Chinese medicine, the growth trend of traditional Chinese medicine market is not "immediate", but has a downward trend In your opinion, what are the reasons that affect the growth of traditional Chinese medicine market in China? Zeng Jun: it is the work of the government departments related to traditional Chinese medicine to increase the support for traditional Chinese medicine Indeed, some progress has been made in recent years, because the biggest problem of traditional Chinese medicine is standardization Since 2006, I have been responsible for the construction of gap base of traditional Chinese medicine, and then I have participated in the project process of standardized treatment of some diseases in orthopedics of traditional Chinese medicine So I know that some departments have done some work, but these are not enough, and they are kidnapped by interest groups, which leads to the problem of unreasonable use of traditional Chinese medicine