Ranking of consistency evaluation of pharmaceutical enterprises: Huahai, Kelun, Qilu

In 2019, the ranking of consistency evaluation of pharmaceutical enterprises: Huahai is the first, with 20 product plan reviews, Fosun has 19 product plan reviews, ranking the second, Qilu and Kelun are tied for the third, with 16 product plan reviews ▍ big ranking: Huahai and Fosun are in the top two Unknowingly, 2019 is nearly half way through, the first batch of volume procurement progress is beyond expectations, which makes the news that the industry's second volume procurement is about to come to the fore Only after the consistency evaluation, can we have the second batch of tickets for volume procurement Therefore, the progress of consistency evaluation of pharmaceutical enterprises has become a common concern According to the incomplete statistics of cypress blue, as of today (June 7), there are 265 product conformity evaluations involving 120 pharmaceutical enterprises (the number passed by branches is not included in the head office) It should be noted that there have been professionals who have expressed to cypress blue before that, generally speaking, hospital procurement is in accordance with the "product specification", and the enterprise application for evaluation is also in accordance with the specification, so cypress Blue's statistical caliber is the product specification Cypress blue combed and ranked 265 product specifications of 120 enterprises, and got the big ranking of consistency evaluation of pharmaceutical enterprises Among them, Zhejiang Huahai Pharmaceutical Co., Ltd has 20 product specifications passing the consistency evaluation, Fosun Group ranks second with one product specification difference, with 19 product specifications passing the evaluation, Kelun Pharmaceutical Co., Ltd and Qilu Pharmaceutical Co., Ltd have 16 product specifications passing the evaluation, ranking third (the number of branch companies passing the evaluation is included in the head office) Shiyao group, Yangzijiang Pharmaceutical Co., Ltd and Zhengda Tianqing have 12, 11, and 10 product plans respectively, ranking fourth, fifth, and sixth (photo source: Cypress blue) ▍ secondary change, Fosun rushed into the top three in November 2018, cypress blue once combed the consistency evaluation of pharmaceutical enterprises According to incomplete statistics by the author, a total of 107 products passed the consistency evaluation (if there is any omission, please correct it) In the statistics, 7 pharmaceutical enterprises had 3 product planning reviews, 3 pharmaceutical enterprises had 4 product planning reviews, and 4 pharmaceutical enterprises had more than 5 product planning reviews Among them, there are 17 regulations passed the consistency evaluation in Huahai pharmaceutical, 7 regulations passed the consistency evaluation in Yangzijiang pharmaceutical and Shiyao group, 5 regulations passed the consistency evaluation in Hengrui pharmaceutical, and 4 regulations passed the consistency evaluation in Zhejiang Jingxin pharmaceutical, hausen pharmaceutical and Zhengda Tianqing (photo source: Cypress blue, note: the above figure shows the ranking of consistency evaluation of pharmaceutical enterprises in November last year) From the above data, as of June this year, in the past seven months, all pharmaceutical companies have entered the harvest period of consistency evaluation The number of conformity evaluation products has increased significantly and the speed has been accelerated It does not rule out the policy push of 4 + 7 promotion and multi-provincial consistency evaluation when there are three withdrawal From the perspective of pharmaceutical enterprises themselves, although Zhejiang Huahai Pharmaceutical Co., Ltd is still the No 1 company, compared with last November, the speed of consistency evaluation has slowed down significantly Up to now, the number of conformity evaluation has only increased by three regulations In addition, it can be seen clearly that Fosun Pharmaceutical has made rapid progress, and has rushed into the top three There are 19 products with conformity evaluation, only one less than the first Huahai pharmaceutical industry ▍ Huahai, Kelun: the number of products is rich, or the annual report of Huahai Pharmaceutical Co., Ltd., a winner in volume purchasing, shows that the company's operating revenue is 5.095 billion yuan, an increase of 1.85% year-on-year, and the net profit attributable to shareholders of listed companies is 108 million yuan, a decrease of 83.18% year-on-year During the reporting period, the company spent 518 million yuan on R & D, accounting for 10.17% of the operating revenue of the year According to the report, Huahai's research and development of domestic preparations focuses on European and American reporting, consistency evaluation and independent reporting During the reporting period, the company obtained production approval documents for four new products, and applied for production of eight new products The combination of European and American reporting and independent research and development accelerated the rapid development of domestic preparations For a long time, Huahai pharmaceutical industry has adopted the form of "overtaking at a curve" - its overseas drug products enter the domestic market through the supplementary application of domestic listed varieties and the direct application of four kinds of new drugs overseas It only needs to apply for the test data of foreign listing Compared with the similar product enterprises that need to do be test in China, its application cost and time will be greatly reduced After the consistency evaluation, it means that we have got the ticket of purchasing with quantity In the first batch of volume procurement, Huahai pharmaceutical won the bid for six products, becoming the biggest winner According to the analysis of the industry, the key lies in the fact that Huahai is an integrated company of raw materials preparation For similar companies that have no sales team and raw materials medicine in the past, the centralized purchase avoids the sales links they were not good at in the past, and they can improve the gross profit rate by virtue of the advantages of raw materials, so as to realize the volume for price and profit growth Therefore, in the future, the long-term benefits of generic pharmaceutical industry will inevitably come from the integration of raw materials and preparations with abundant products In addition to Huahai pharmaceutical industry, Kelun pharmaceutical industry is also the same This time, Kelun pharmaceutical has evaluated 16 product specifications According to its 2018 annual report, the company has arranged 51 varieties and 53 specifications of APIs Kelun pharmaceutical also clearly stated in its annual report that the company will build a competitive advantage in the whole industrial chain from intermediates, APIs to preparations through innovative development and utilization of high-quality natural resources ▍ Fosun Pharmaceutical: its wholly-owned subsidiaries, Chongqing Yaoyou Pharmaceutical Co., Ltd and Shenyang Hongqi Pharmaceutical Co., Ltd., have made great contributions to Fosun Pharmaceutical All along, Fosun Pharmaceutical has been well-known in the capital market since it was listed in 1998 It frequently performs asset M & A under the capital expansion market Its wholly-owned subsidiaries are mostly in bloom and widely spread, and there are relatively more regulations that have been evaluated for consistency In addition, Fosun's pharmaceutical layout is rich in varieties, with a total of 12 varieties, many of which have been reviewed exclusively ▍ Qilu pharmaceutical: the most abundant varieties According to the statistics of saberland, although Qilu pharmaceutical has only 16 product specifications, not as many as Huahai pharmaceutical and Fosun Pharmaceutical, it has the largest number of varieties, 13 in total, 7 of which are non-4 + 7 purchased varieties According to the data of minenet, pemetrexed, an antimetabolic drug, is a "4 + 7" variety, adefovir dipivoxil, a systemic antiviral drug, is a "4 + 7" variety, and no other varieties are included in the "4 + 7" variety Therefore, other products of Qilu that have been evaluated, such as terbinafine, solinacin, levocetirizine, ondansetron and trimetazidine, have not entered 4 + 7 In 2017, the sales of ondansetron and trimetazidine in public medical institutions in China exceeded 1 billion yuan, or have the opportunity to compete for the second batch of belt purchase It should be noted that Qilu pharmaceutical failed to purchase the first batch of products in volume last year This year, many varieties have been evaluated, and its performance in the second batch is worth looking forward to.