Industry: The third round of collection short-term will not bring a greater impact on the overall pharmaceutical sector.

" Pharmaceutical Network Market Analysis: July 29, Shanghai Sunshine Pharmaceutical Procurement Network released the third batch of national drug tape procurement related documents, involving a total of 56 varieties, will be opened on August 20.
compared with the previous two batches of 25 and 33 varieties, the third batch of collection seisiably expanded significantly, and even covered a number of billion-dollar varieties.
at present, many investors are worried about whether the third round of collection work will bring a greater impact to the pharmaceutical sector.
to this, some securities people believe that, because the early market for centralized procurement of drugs has been fully expected, after the first two rounds of nationwide collection, has sufficient experience, procurement rules have also stabilized, the release of the collection policy on the pharmaceutical sector's follow-up marginal effect weakened.
superposition plate rotation, the current market funds to seek biological vaccines and other hot spots of the desire is strong, in the short term, the third round of national collection will not bring a greater impact on the overall pharmaceutical sector. some pharmaceutical companies
participate in this round of collection also have a relatively positive attitude towards this.
for example, China Biopharma said that a total of 9 products were included in the collection catalog, because these products in the company's revenue share is small, the overall impact of the price reduction on the performance is small;
Henson Pharmaceuticals has six products included in this collection.
among them, apixaban, Prikabili, cephalosporinib and other products have occupied a certain market share, or in this collection of price reduction has been affected, but because these products in the company's revenue share is not high, so the impact on performance is limited.
but there are also securities people believe that the implementation of volume procurement will be reconstructed the pharmaceutical market pattern.
from the third batch of varieties involved in the collection, including capetabine, moxisha sodium chloride, metformin, methylcobalamin, cyclotopsine, non-bustamine, cephalosporini, shatatan, tegrilol, anacurium and other large varieties of the billion-dollar class, and most varieties of the original research enterprise market accounted for a higher proportion.
, the securities person felt it was necessary to pay attention to the opportunities and challenges brought by the collection of these large varieties of related enterprises.
, in addition, with the normalization of collection, some of the original market share is not high once the winning bid, the relevant enterprises or have the opportunity to overtake the bend, to obtain a higher market share, to help the company to improve revenue levels.
for example, the Onitrogan flat-mouth collapse tablets of The East Sunshine Drug and the Kramycin slow release tablets were included in the collection catalogue.
it is understood that the market share of these two products companies are very low, if the winning bid will help its market share to rapidly increase, and further optimize the company's revenue structure.
unique, stone medicine group was included in this collection catalog of 7 products, the company's market share is not high, if you can win the bid in this collection, the company will also be at a lower cost to obtain market share.
July is the time for the pharmaceutical industry to publish intensively.
data show that of the 126 pharmaceutical companies that have disclosed half of their half-year results, half are expected, including 40, slightly 18, 3 with a profit and three.
industry senior people believe that after a brief adjustment of the pharmaceutical sector, the trend will be significantly differentiated, optimistic about innovative drugs and supporting industrial chain, specialty apinew drug and in vitro diagnostic preparations enterprises.
the above-expected results of individual stocks may continue to hit new highs, the recommendation is to focus on mining medium-level is expected to exceed expectations of the industry leader.
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