Medicine industry: will the export of traditional Chinese medicine continue to deteriorate in 2014

Key words of 2013 innovation of bureau change 2014: Prospect of bribery gate in 2014: the change of "marketing with gold" mode if it is necessary to find out which event in 2013 has pried the whole pharmaceutical industry, then it is absolutely "GSK bribery gate" With the top 10 pharmaceutical company in the world and the largest pharmaceutical company in the UK being shot, the potential rules of "direct bribery" and "sponsorship projects" of multinational pharmaceutical companies in China have been exposed Multinational pharmaceutical giants have fallen into an unprecedented state of tension Doctors and pharmaceutical representatives who were once close to each other and conveyed benefits to each other have started to avoid each other, and relevant pharmaceutical academic conferences have been postponed or even suspended Including Lilly, Sanofi and other multinational pharmaceutical companies' offices in China were visited by relevant Chinese regulatory authorities Of course, it is not only multinational pharmaceutical companies that are affected According to the statistics of Ifind (23.820, - 0.37, - 1.53%), the cumulative sales expenses of 140 listed pharmaceutical companies reached 49.8 billion yuan in 2012, far exceeding the net profit of 31 billion yuan they created in the same period Of course, in the environment of "medicine for medicine", the issue of medical rebate has become an open secret In January 2013, Gaozhou hospital, previously listed as a model of medical reform, was once involved in kickbacks In order to turn around the situation, GSK launched a new compensation plan at the end of last year, and no longer linked income to personal sales indicators At the same time, GSK announced that it would stop inviting health care professionals to publicize their product information and related disease knowledge to those who have the right to prescription and can influence the prescription through payment The new model launched by GSK has attracted the attention of other pharmaceutical companies in China Directors of multinational pharmaceutical companies have told reporters that once the new remuneration system of GSK is proved to be able to be promoted in China, other multinational companies are expected to follow up the reform in order to avoid regulatory risks In addition, the national health and Family Planning Commission introduced the requirement of "nine prohibitions" and announced that it would launch the blacklist system in 2014 In the view of the industry, this policy trend of the regulators means that the anti commercial bribery storm caused by the GSK event will continue to maintain a high pressure in 2014, which will be a self-evident deterrent to pharmaceutical companies and hospitals Key words: "toxic" traditional Chinese medicine 2014 Outlook: whether the export of traditional Chinese medicine will continue to worsen one after another "quality gate" events, making the road of traditional Chinese medicine enterprises in 2013 rough In February, the Department of health of the Hong Kong Special Administrative Region government said that five Yunnan Baiyao (100.01, 0.23, 0.23%) Chinese patent medicines contained unidentified aconitine alkaloids In March, CCTV exposed that Guangdong Baoshan hall used the branches and leaves of shanyinhua to extract and produce vitamin C Yinqiao Tablets In May, the Hong Kong Department of Health announced that Tongrentang (20.08, - 0.15, - 0.74%) "jianti wubu pill" was detected to have excessive mercury content and asked for recall In September, the UK drug administration said it planned to ban the sale of Chinese patent medicines in the UK from the beginning of this year, which has made Chinese medicine face unprecedented difficulties in the UK The frequent emergence of "quality gate" in Chinese medicine market has once made the safety of Chinese medicine a focus of attention at home and abroad, and also affected the fluctuation of some overseas markets and Chinese medicine stocks In the first quarter of last year, the growth rate of traditional Chinese medicine exports from the mainland to Hong Kong hit a new low of 4.3%, according to the Statistics Department of the Hong Kong Trade Statistics government In 2012, the figure was still 14.4% Statistics show that more than 60% of the Chinese medicine products rejected by the importing countries are due to "green barriers" Taking the plant-based Chinese medicine as an example, 85 batches have been blocked, and the number of blocked batches of animal-based Chinese medicine is also increasing Key words: 2014 prospect of hepatitis B vaccine: the market pattern may be reshuffled Since the beginning of December last year, many newborns died of adverse reactions due to the injection of hepatitis B vaccine produced by Kangtai biology, and then their products were suspended in 27 provinces However, on the third day of 2014, the authoritative department finally concluded that there was no problem with the quality of hepatitis B vaccine in Shenzhen Kangtai, and the death cases were not related to the vaccine At present, China's vaccine market is divided into two categories: planned vaccine, commonly known as "class I vaccine", which is produced by the state and provided by the government for free to citizens, with relatively fixed market capacity, Shenzhen Kangtai, Tiantan Biology (20.88, 0.03, 0.14%), Dalian Hanxin, Huabei Pharmaceutical (5.09, - 0.04, - 0.78%) and Hualan Biology (31.12, 0.71), 2.33%); the second kind of vaccine, also known as "valuable vaccine", adopts the principle of voluntary and self expense, and the enterprise has the corresponding independent pricing right, so the competition is more fierce The hepatitis B vaccine for newborns belongs to the first category of "first category vaccine" paid by the government According to statistics of China Merchants Securities [Weibo] (11.93, - 0.03, - 0.25%), a total of 91.07 million bottles of hepatitis B vaccine were approved and issued by the hepatitis B vaccine market in the first 10 months of 2013, a year-on-year increase of 101.9% Among them, 23.99 million bottles were from Shenzhen Kangtai, accounting for 26.3%; 26.47 million bottles were from Dalian Hanxin, accounting for 29%; 23.53 million bottles were from Tiantan biology, accounting for 25.8%; 12% were from North China Pharmaceutical and 2.9% were from Hualan biology Although the State Food and Drug Administration and the national health and Family Planning Commission have come out to clarify, and Kangtai hepatitis B vaccine is still clear, analysts believe that the domestic hepatitis B vaccine market may be reshuffled Key words: collagen 2014 Outlook: consumer confidence is hard to recover in the short term Collagen has always been associated with whitening and beautifying However, in 2013, the industry fell into a storm from the doubt of a doctor Many people began to question collagen, and even related manufacturers fell into the doubt of profiteering and counterfeiting The sales of the whole industry fell by more than half From the trend of 2013, collagen is likely to become another "Chinese style pour down" product In May last year, "burn Superman a Bao", certified by Weibo as chief physician of burn department of Beijing Jishuitan Hospital, questioned oral collagen, saying that all oral collagen health care products were deceiving Since then, collagen has attracted attention from all parties For collagen products, "false propaganda", "profiteering" and even "adulterated" hats have appeared one after another Although the manufacturers try their best to explain the quality and effect, but the public's trust is as high as the A-share index in most of last year The market of collagen products, which once occupied a significant position in the advertising space of various media, has also declined dramatically According to the senior management of Russell China, the main raw material provider of collagen protein, the market as a whole has declined by 8% at the highest Cheng Behind this "Chinese style collapse" lies the urgent benefits of enterprise marketing and the absence of supervision Collagen industry is just in its infancy in China, only some of its products have obtained the qualification of health products, most of which still belong to the category of food However, due to the imperfect laws and regulations and the lack of supervision, many enterprises, in order to make fast money, do not divide food and health products, and exaggerate the effectiveness of advertising, greatly stimulating sales for a period of time However, once the query is widely heard, the false propaganda or frictionary propaganda made in order to stimulate sales can not justify itself at all, and the decline of consumer trust can not be prevented At present, many consumers still hold the attitude of "prefer to believe what they have, not believe what they have" It is expected that in 2014, the whole collagen industry will still be difficult to have a significant rebound [Facebook] Lin Jianning, director of CFDA South pharmaceutical Economic Research Institute: policy dividend brings strategic opportunities As a think tank directly under CFDA, CFDA South pharmaceutical Economic Research Institute under CFDA, since its establishment, its annual holding of China Pharmaceutical (20.81, - 0.06, -0.29%) economic information conference has become the wind vane Conference for the whole industry to observe the trend of the industry Lin Jianning, director of CFDA Southern Institute of pharmaceutical economics, accepted an exclusive interview with Nandu reporter on the trend of China's pharmaceutical economy in 2014 Nandu: what do you think of the future of the pharmaceutical industry in 2014? Lin Jianning: we are cautiously optimistic about the development of the pharmaceutical industry in 2014 The so-called caution is that there are still large variables in the policies of medical insurance fee control, drug price and bidding, which need close attention of the industry While optimism is that we have a positive expectation on the demand potential of China's pharmaceutical market The government's efforts to improve basic medical insurance, the spread of serious illness medical insurance, and the growth of public demand for health are still predictable It is expected that the pharmaceutical industry will maintain a growth rate of more than 18% In particular, the various policy dividends of the national deepening economic system reform will gradually emerge in 2014 It should be Chinese medicine The pharmaceutical industry is entering a new period of strategic opportunities Nandu: how should pharmaceutical enterprises deal with it? Lin Jianning: there are two main breakthroughs for the future pharmaceutical industry: first, innovation, because only innovation can be in an advantageous position in terms of pricing and bidding At present, the price competition of traditional generic drugs has become white hot, and only innovation can bring a breakthrough opportunity for the characteristic development of enterprises Second, diversification, including big health and channel diversification We have noticed that Guangyao, Kangenbei (13.51, 0.00, 0.00%), Harbin Pharmaceutical and Sinopharm have made a positive layout in the big health industry According to our observation, great health is also a trend of development of pharmaceutical enterprises in the world Nandu: multinational pharmaceutical distribution giants have begun to make a large-scale layout in China How do you see the development of pharmaceutical business in 2014? Lin Jianning: up to now, there are still more than 16000 drug wholesale enterprises in China The concentration of the top 100 pharmaceutical circulation enterprises is only 64%, and the concentration of the top three enterprises is 28.8% (96% in the United States) There is no real intensification, and great integration is the general trend At the same time, most pharmaceutical distribution enterprises have not been able to extend more specialized value-added services beyond the traditional logistics and distribution functions, such as the supply chain extension of hospital pharmacy, while the cooperation with transnational distribution giants has not remained at the level of market for technology, but rather a complementary of resources and advantages China's pharmaceutical business development is bound to meet a round of open international competition Zhuo Yongqing, CEO of rdpac: it is suggested to scientifically and reasonably divide the quality level of drugs affected by the GSK incident Several multinational pharmaceutical companies in China have been exposed by the media that they are suspected of violating the "compliance" clause in China "Compliance" is exactly what GSK and its partners, the "common" association in China, the pharmaceutical research and development industry committee (rpac) of China Association of foreign funded enterprises, emphasize GSK eventually "voluntarily" withdrew from the association But the GSK incident "injured" the rpac At the end of the year and the beginning of the year, the reporter from Nandu interviewed Zhuo Yongqing, CEO of rdpac, and he had something to say "APEC launched a code of business ethics in the field of biomedicine in Mexico in September 2011 (i.e the Mexican principles) As a member of APEC and the host country of 2014 APEC conference, China's implementation of ethical standards for pharmaceutical enterprises is of great significance for strengthening drug safety supervision, combating commercial bribery and improving business ethics among stakeholders We look forward to China benefiting from good business ethics in Asia Pacific countries