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[Pharmaceutical Network Market Analysis] In recent years, with the normalization of national procurement of drugs and the advancement of medical insurance negotiations, the competition pattern of the domestic pharmaceutical market has undergone significant changes, and the "involution" of the generic drug market has intensified, which has become a red s.
At the same time, the exchange of volume for price is forcing pharmaceutical companies to speed up their transformation and transformation, and innovative drugs will bring about a blue ocean of developme.
The pharmaceutical industry (Photo source: Pharmaceutical Network) The “involution” of generic drugs intensifies The results of the seventh batch of centralized drug procurement have been releas.
A total of 61 large varieties of drugs have been included in the centralized procurement, involving nearly 300 pharmaceutical companies competing on the same sta.
The competition for generic drugs is particularly fier.
Among them, there are only 14 varieties that are competing with more than 10 pharmaceutical compani.
There are 28 pharmaceutical companies in the category of omeprazole, and 10 are to be selected on the same sta.
Under the normalization of centralized procurement, price wars are inevitable, the profit margins of generic drugs are greatly reduced, and companies with large volumes of generic drugs and high profits are inevitably affected in terms of performan.
For example, in February this year, the secretary of the board of Hengrui Medicine mentioned to investors on the interactive platform that the sales of some of the company's generic drugs have declined due to national and local procurement in large quantiti.
Previously, Dongguan Securities also issued a research report directly pointing out that the decline in sales of generic drugs dragged down the performance, and mentioned that the quarterly decline in performance in the first half of 2021 was mainly dragged down by the decline in sales of traditional generic dru.
"The third batch of centralized procurement started in November 2020 involved the company's 6 drugs, and the sales revenue in the first half of the year fell by 57% month-on-mon.
Carrelizumab began to implement the negotiated price of medical insurance from March 1, 2021, and the decline was 85%, coupled with many problems such as the difficulty of entering the hospital and the different implementation time of medical insurance in various places, resulting in a negative month-on-month growth in the sales revenue of camrelizum.
” Due to the impact of the policy on generic drugs, some pharmaceutical companies are accelerating the divestiture of traditional generic drugs busine.
On July 15, Sihuan Pharmaceutical announced that the company intends to propose the sale of some or all of its generic drugs and other non-core traditional medicine businesses that have not met the company's performance expectations or are not in line with the company's long-term strategic goals due to changes in the pharmaceutical indust.
and asse.
It is reported that in 2021, the performance of the company's generic drug segment will drop by 92% year-on-ye.
Innovative drugs will bring a blue ocean of development to pharmaceutical companies In recent years, under the background of a series of policies to encourage innovation, the domestic innovative drug industry has developed rapidly, bringing a blue ocean of development to pharmaceutical compani.
Hengrui, which has increased R&D investment and bet on innovative drugs in recent years, has 10 innovative drugs approved for marketing in China by the end of 2021, and more than 60 innovative drugs are under clinical development, with more than 250 clinical trials in China carried out outsi.
In the first half of 2021, the company's innovative drug revenue accounted for 43%, a significant increase compared to the previous ye.
Kelun Pharmaceutical, which once started with generic drugs, is also making efforts to innovate and transfo.
The company has 55 innovative large and small molecule projects, promotes 12 innovative clinical projects, and simultaneously develops 9 innovative preclinical projects and more than 30 drug discovery projec.
At present, the company is at a critical stage in which generic drugs are launched in batches and the focus is gradually shifting to the research and development of new dru.
The industry expects Kelun Pharmaceutical's innovative drugs to gain moment.
It is worth mentioning that the threshold for the research and development of innovative drugs is hi.
At present, domestic pharmaceutical companies have weak innovation capabiliti.
Most of the pharmaceutical companies are still in the Me-too new drug development stage, and the track has become more and more crowd.
In this regard, in recent years, the New Deal has been cracking down on "pseudo-innovation", pointing to the problem of repeated research and development of popular targets in the domestic innovative drug industry in recent yea.
The research and development of innovative drugs is inseparable from the high investment of the company's own research and developme.
Pharmaceutical companies need to increase their research and development investment and pay attention to improving their own hard-core technologies in order to gain a firm foothold in the mark.
In addition, pharmaceutical companies can also find more ways out by expanding product pipelines and expanding overseas marke.
Some securities analysts believe that the risk of declining generic drug business revenue this year is expected to gradually ea.
In the future, with the accelerated pace of innovation by pharmaceutical companies, innovative drugs will gradually emerge in the drug market, bringing more good news to patien.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
At the same time, the exchange of volume for price is forcing pharmaceutical companies to speed up their transformation and transformation, and innovative drugs will bring about a blue ocean of developme.
The pharmaceutical industry (Photo source: Pharmaceutical Network) The “involution” of generic drugs intensifies The results of the seventh batch of centralized drug procurement have been releas.
A total of 61 large varieties of drugs have been included in the centralized procurement, involving nearly 300 pharmaceutical companies competing on the same sta.
The competition for generic drugs is particularly fier.
Among them, there are only 14 varieties that are competing with more than 10 pharmaceutical compani.
There are 28 pharmaceutical companies in the category of omeprazole, and 10 are to be selected on the same sta.
Under the normalization of centralized procurement, price wars are inevitable, the profit margins of generic drugs are greatly reduced, and companies with large volumes of generic drugs and high profits are inevitably affected in terms of performan.
For example, in February this year, the secretary of the board of Hengrui Medicine mentioned to investors on the interactive platform that the sales of some of the company's generic drugs have declined due to national and local procurement in large quantiti.
Previously, Dongguan Securities also issued a research report directly pointing out that the decline in sales of generic drugs dragged down the performance, and mentioned that the quarterly decline in performance in the first half of 2021 was mainly dragged down by the decline in sales of traditional generic dru.
"The third batch of centralized procurement started in November 2020 involved the company's 6 drugs, and the sales revenue in the first half of the year fell by 57% month-on-mon.
Carrelizumab began to implement the negotiated price of medical insurance from March 1, 2021, and the decline was 85%, coupled with many problems such as the difficulty of entering the hospital and the different implementation time of medical insurance in various places, resulting in a negative month-on-month growth in the sales revenue of camrelizum.
” Due to the impact of the policy on generic drugs, some pharmaceutical companies are accelerating the divestiture of traditional generic drugs busine.
On July 15, Sihuan Pharmaceutical announced that the company intends to propose the sale of some or all of its generic drugs and other non-core traditional medicine businesses that have not met the company's performance expectations or are not in line with the company's long-term strategic goals due to changes in the pharmaceutical indust.
and asse.
It is reported that in 2021, the performance of the company's generic drug segment will drop by 92% year-on-ye.
Innovative drugs will bring a blue ocean of development to pharmaceutical companies In recent years, under the background of a series of policies to encourage innovation, the domestic innovative drug industry has developed rapidly, bringing a blue ocean of development to pharmaceutical compani.
Hengrui, which has increased R&D investment and bet on innovative drugs in recent years, has 10 innovative drugs approved for marketing in China by the end of 2021, and more than 60 innovative drugs are under clinical development, with more than 250 clinical trials in China carried out outsi.
In the first half of 2021, the company's innovative drug revenue accounted for 43%, a significant increase compared to the previous ye.
Kelun Pharmaceutical, which once started with generic drugs, is also making efforts to innovate and transfo.
The company has 55 innovative large and small molecule projects, promotes 12 innovative clinical projects, and simultaneously develops 9 innovative preclinical projects and more than 30 drug discovery projec.
At present, the company is at a critical stage in which generic drugs are launched in batches and the focus is gradually shifting to the research and development of new dru.
The industry expects Kelun Pharmaceutical's innovative drugs to gain moment.
It is worth mentioning that the threshold for the research and development of innovative drugs is hi.
At present, domestic pharmaceutical companies have weak innovation capabiliti.
Most of the pharmaceutical companies are still in the Me-too new drug development stage, and the track has become more and more crowd.
In this regard, in recent years, the New Deal has been cracking down on "pseudo-innovation", pointing to the problem of repeated research and development of popular targets in the domestic innovative drug industry in recent yea.
The research and development of innovative drugs is inseparable from the high investment of the company's own research and developme.
Pharmaceutical companies need to increase their research and development investment and pay attention to improving their own hard-core technologies in order to gain a firm foothold in the mark.
In addition, pharmaceutical companies can also find more ways out by expanding product pipelines and expanding overseas marke.
Some securities analysts believe that the risk of declining generic drug business revenue this year is expected to gradually ea.
In the future, with the accelerated pace of innovation by pharmaceutical companies, innovative drugs will gradually emerge in the drug market, bringing more good news to patien.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
