It's hard for pharmaceutical companies to buy with volume

2020 Chinese pharmaceutical market is a difficult time for all pharmaceutical companies, for reasons that need not be detailed. Taking the new road seems to be the only option, but there is still a lot of obscurity about how to go.Jun don't see: some of the lightfoot who has been catching up with the evaluation of metformin, just out of the mountains hit the iceberg, profits have too many variables. In this paper, the author is inspired by some research data and views, talk about pharmaceutical companies to adapt to the collection policy, what should be done quickly?"Influenced by the centralized drug procurement policy, "no products to do" has become the topic of many pharmaceutical agents in 2020. Exclusive dosage form chemicals, high-quality chemical generics, auxiliary drugs, exclusive Chinese medicine injections are in the future collection of "hunting" range. Product line than a single domestic manufacturers urgently need to introduce products to supplement the existing product line. For a time, the whole industry is recruiting BD, pay attention to do product introduction. BD is in a shortage of people and project transactions are at record highs. Research and development-oriented enterprises may not be able to fully understand the policy and market, marketing-oriented enterprises hope that research and development funds should not be invested too much. When it comes to generics, small and medium-sized companies are trying to avoid the domestic giant's product line. " First, pharmaceutical enterprises to adapt to the collection policy to move upthe author refers to the urgent action, forced by the absolute strong position of strategic buyers, is to seek in a vulnerable environment, some like-minded pharmaceutical enterprises actively seek to live, in a rich and pragmatic way of cooperation to innovate products, marketing, with a transparent and open position to welcome all relevant departments to inspection, fly inspection.From the strategic point of view, this way of starting from industry and enterprise has four characteristics:First, it is different from the traditional and ill-treated and arbitrage, second, the relevant participants form pragmatic and effective endowment cooperation at the critical moment of life and death, third, there is no need to form a unified, general, formal alliance, and fourth, the emphasis on research and development, production, business and the two links between the two links. Tactically, this relationship does not take shape naturally and needs to be driven by bold people like a collection policy.

, who will advocate pharmaceutical companies have to act to change theOne is the domestic generics giant, which has benefited greatly from the collection policy. You know, today's collection policy is like the beginning of the construction of high-speed rail, as a relationship between 1.4 billion people of another epic project, the future not only city and county, but also rural. Domestic generic pharmaceutical giants sitting in the first carriage of the opening ceremony, theoretically to the building built the last kilometer, which is not only a solemn commitment to the policy of the necessary task, but also the market, users of the attention of the feasible business. In case the product pipeline is missing, we will go to the market Taobao old drug renovation (over-consistent evaluation or improvement of new drugs), in case the research and development efficiency is not good, please small and medium-sized enterprises to help is not disgraced.The second is in the collection policy under the profit-making system of the collapse of the enterprise. You know, burning sticks are always hot and unbalanced. Just like the drug collection policy, strategic buyers hold the buyer's power, do not obey the competitive negotiations and recruitment rules it makes, it is really not good ah. But between the scenery and the scenery is no longer between pharmaceutical companies, it is not applicable to that system of discourse. We all do medicine, each other's strengths and weaknesses and values who is not clear than who? Talk about winning to continue to talk, talk about not winning and perhaps there are better partners waiting, to be excavated. We advise pharmaceutical companies that have temporarily lost power not to be discouraged and to catch up in the right direction.Third, the development and reform sector, which once had heavy power in this field, is in power. Don't look at the harvest policy today is hot and booming, but the strategic buyers continue to cattle on the basis of the development of the industry, lies in the successful transition of old production capacity to new products. Drug research and development, production, commercial links between the gains and losses between enterprises, between the loss and loss of businesses, of course, there is a set of free cooperation between the market trigger mechanism, the industry also hopes that the development and reform departments can help enterprises in the three-medical linkage policy environment to point a few clear roads, if you can match some funds better.Fourth, to see the international changes in the trend of national sovereignty funds. We should know that since 2013, China's tertiary industry as a proportion of GDP exceeded the secondary industry for the first time, and in the first half of 2020 China's industrial economy accounted for only 33% of GDP. California, the most populous and financially powerful state in the United States, has passed legislation that will allow the state government to work with industry to produce and distribute generics. Based on China's raw materials, generic pharmaceutical production capacity is large but not strong, the collection policy can also be regarded as the baton of structural adjustment, and the investment sector may consider the introduction of more in line with the pharmaceutical, pharmaceutical business industrial transformation opportunities.

, international cooperation is an opportunity as well as a risk andAt this junter, Keystone Pharmaceuticals has reached a strategic partnership of nearly $500 million with Pfizer, roughly including a $200 million equity investment by Pfizer in Keystone Pharmaceuticals, and Pfizer's acquisition of the PD-L1 antibody Shugli monoantigen at Chinese mainland with exclusive commercial rights, Keystone Pharmaceuticals is entitled to nearly $300 million in milestone payments and additional tiered royalties, and the two parties jointly select concept-proven tumor products developed jointly in Greater China, possibly from Pfizer or imported from third parties. PS: The PD-L1 developed by Pfizer and Merck is not listed in China and has no direct competition, and several precision therapy drugs developed by Keystone Pharmaceuticals are expected to be commercialized by a self-built "more lean team".Everything is specific, from the current observation, international cooperation mainly includes: first, the purchase of multinational pharmaceutical companies products commercial rights, second, the commercial rights of their products to sell to multinational pharmaceutical companies; We think that these three ways of domestic enterprises are the pros and cons of risk ranking is: the disadvantages gradually decline, the benefits gradually rise. Not all of them are tall.In the first form of cooperation: the right to buy the commercialization of products from multinational pharmaceutical companies. With the exception of some multinational pharmaceutical companies that do not have marketing networks in China, why don't multinational pharmaceutical companies dominate the sale of the product in domestic organizations? I am afraid the reasons include: First, the relationship between international prices, multinational pharmaceutical companies do not want to be targeted by domestic or international strategists;In a second form of cooperation: the commercialization of its products is sold to multinational pharmaceutical companies. We believe that: is the pros and cons, mainly look at the development stage of domestic enterprises, strength and strategy. In the case of Keystone Pharmaceuticals, for example, its cooperation with Pfizer or other peers with the ability to commercialize products is just a matter of need. But if domestic enterprises will be the main products, ace products are poured to multinational pharmaceutical companies, it may lack of policy sensitivity, loss of control of the market.In a third way: in the research and development process to cooperate with each other. That is to say, many domestic pharmaceutical enterprises research and development departments, personnel not only for the domestic generic drug giants, including larger enterprises to bear the division of labor, but also in the global pharmaceutical research and development industry chain introductory art. This is not difficult to understand. After all, the cornerstone of the pharmaceutical industry, Baiji Shenzhou has innovative drug talent, they also have improved drugs, drug evaluation talent, the future can also find the right team and talent from the market. Ways to see through death include thinking about reso living.   The above three ways of cooperation, is the last way for many domestic pharmaceutical companies, but also many enterprises with the current strength of the road can not be touched for a while. But even so, it helps to think about it and look at it. Through the calculation, we understand: no matter what, pharmaceutical companies must pay attention to the clinical efficacy of drugs, must be in line with the policy of rational drug use and the market. We believe that: in the collection of the target, there are promising business changers, creators will appear, not who's famous, not big fish eat small fish.

4th, the calculation of pharmaceutical enterprises and pharmaceutical business   Let's talk about the power of the pharmaceutical business first. Still to the cornerstone of pharmaceutical and Pfizer's strategic cooperation for example, in fact, there is strength, thinking of the pharmaceutical business can come to fight with Pfizer, grab a grab. Even if you can't get this PD-L1, you can talk about other businesses, commercial rights to products, milestone payments, and so on.   Pharmaceutical business only need to pay attention to: First, compliance with the law; We always think: at home, the pharmaceutical business than the most knowledgeable marketing-oriented pharmaceutical companies in the line of some.   The general direction of policy is a one-vote, two-vote system. Pharmaceutical business want to invest in research and development, production, pharmaceutical companies want to dig a good use, efficient commercial team. But there are indeed many gaps in temperament and trust between them. And contracts, laws, policies can help solve in a timely manner. On the one hand, pharmaceutical companies should have a price reduction cycle of any product risk management concept, to strictly control the cost and profit of marketing links; (Cypress Blue)