Policy push to speed up the elimination of the knockout, a number of pharmaceutical companies to stop the development of generic drugs

　　Recently, the State Drug Administration has continuously issued the 25th and 26th batch of generic drug reference preparations, involving 177 varieties and 343 product regulations The industry believes that, with the publication of this batch of generic drug reference preparations, the relevant product market competition will enter a new stage, at the same time in the three medical linkage, with the amount of procurement and other policies under the pressure, there will be a large number of generic drugs will be eliminated in the future
A number of pharmaceutical companies to stop the development of generic drugs, generic drug elimination accelerated recently, East China Pharmaceuticals said that the company combined with the market competition pattern and project research and development progress to fully adjust the existing product structure, after careful discussion and research, clean up and eliminate some low-barrier, low commercial value of generic drug development - including anti-tumor field of elofinib tablets, Imatinib tablets, Possupni tablets project, super-antibiotic field of non-dacomymy and dabavan powder needle project, digestive endo-drine
In addition to East China Pharma, Hengrui Pharma has also stopped a large number of generic drug research and development It is reported that in October 2019, Hengrui Pharmaceuticals publicly announced that in 2018 has stopped a large number of generic drug research and development, to the market hot biological agents Hengrui Pharmaceuticals said that so far, the patent expired in the original research drug, the imitation has been copied, even if the patent is still a long time away from the expiration of the drug, the company after evaluation of its market value is not high As a result, Hengrui thinks the value of the investment is not too great in terms of the ratio of investment to output
The industry said, "concentrated procurement and consistency evaluation left a reasonable profit of generic drugs, but also can not have a high profit, want to through the sales channels to make a steady profit days will not be there." "The generic knockout phase, which has not passed the consistency evaluation, is accelerating
For example, on April 13, the Beijing Drug Mining Platform issued a notice, which requires the national quantity procurement of varieties of drugs that have not passed a consistent evaluation of the suspension of the network, involving 843 drugs On April 10, the Shanghai drug mining platform announced that the number of enterprises that have passed the consistency evaluation exceeds (including) 3, will no longer purchase drugs that have not passed the consistent evaluation, and that the procurement and settlement of the corresponding drugs will also expire simultaneously on April 20 This also means that genericdrugs that do not pass a consistency evaluation will not enter health insurance
The industry says the process of puplasting will continue to accelerate under a series of policies It is estimated that 90% of generic drugs in China will be withdrawn from the market in the future as the policy of consistency evaluation becomes clearer and the rules for drug bidding are improving In order to obtain more development opportunities in the future, enterprises can either expand the scale, improve quality, control costs, improve the level of supply management, or increase investment in research and development of new drugs, or enter the global market to explore the field of drug research and development and sales
Increase efforts to lay out innovative drugs or high-tech barriers generic drugs, highlighting the re-enveloping under the pressure of the policy, the process of the market phase-out of generic drugs will continue to accelerate In this context, the market for innovative drugs is beginning to rise Such as East China Medicine in the elimination and clean up of backward varieties at the same time, announced the vigorous distribution of innovative drugs and high-tech barriers generic drugs, continue to increase research and development investment, focusing on the layout of anti-tumor, endocrine and autoimmune three core areas with outstanding clinical value of innovative drugs and high-tech barriers generic drugs
Similarly, Hengrui Pharma has also turned to popular biologics on the market while halting the development of generic drugs And said that innovative drugs are certainly the company's focus In addition, there are enterprises also said that the company adheres to the development of high-end chemical generics, innovative drugs, and long-term layout of biological drugs, "currently the company has been working with a number of Indian companies to introduce technology development of high-difficult generic drugs." Today, the process of generic elimination is accelerating, while the market opportunities for innovative drugs with high-tech barriers will be growing Analysts pointed out that national policies in China's innovative drug research and development plays a decisive role, including macroeconomic and industrial policies, science and technology policies, registration and regulatory policies, health insurance payment policies, fiscal and financial policies and procurement policies, and so on, these policies will strongly promote the development of China's innovative drug market
Under the influence of policies in the health insurance, marketing and other industries, the future of innovative drugs will show an accelerated trend, and some enterprises said that with the company's transformation to innovative drugs, now innovative drugs have gradually entered the harvest period Take Hengrui Pharmaceuticals as an example, and many of its innovative drugs have been listed one after another It is reported that Hengrui pharmaceutical innovative pharmaceutical pipeline layout is rich, in addition to PD-1, Appatinib, pyridine, fluoropyri and other heavy products have been listed, the target layout is rich, covering a variety of indications, there are many potential products clinical progress smoothly
The industry believes that China's generic drug feast began to close, the golden age of innovative drugs is coming In order to seize the new market development opportunities, enterprises need to continuously increase investment in research and development of innovative drugs or promote the development of high-end generic drugs with core values.