The marketization of drug price and the strengthening of supervision of herbal extracts lead to the reshuffle of industry structure

On June 1, the official website of the State Food and Drug Administration released two more news - "notice on further improving the special treatment of Ginkgo biloba drugs" and "notice on the illegal sale of Ginkgo biloba drugs and related corporate governance of Ningbo Lihua Pharmaceutical Co., Ltd." On May 30, Yibai Pharmaceutical Co., Ltd., Xinbang Pharmaceutical Co., Ltd and Kelun Pharmaceutical Co., Ltd issued an announcement to start the recall of relevant products At present, a total of 9 listed companies have announced that they will start the recall work, including Qianyuan pharmaceutical, Haiwang biological, Yunnan Baiyao, Kangenbei, Fangsheng pharmaceutical, Hansen pharmaceutical, etc From June 1, the government pricing of most drugs in China was cancelled, except for narcotic drugs and class I psychotropic drugs The relevant departments reminded that although the price of drugs was liberalized, the sales could not be willful According to the reporter, some low-cost drugs and Chinese patent medicines are about to raise their prices, but the industry believes that the main theme is still to reduce the number of characters, so we don't need to worry about the wallet becoming thin; in addition, the State Food and drug administration has made a real start on the supervision of "Ginkgo biloba drugs", involving a number of listed companies The reporter noted that the pharmaceutical sub sectors, such as chemical pharmacy, traditional Chinese medicine and medical device service, rose by more than 6% People in the industry believe that measures such as the marketization of drug prices and the strengthening of the supervision of herbal extracts may lead to a reshuffle of the industry pattern, and the bull market can still appropriately "take medicine" According to the forecast report on the competition pattern and development prospect of China's pharmaceutical industry in 2015-2020, the drug price reform includes: canceling most of the drug government pricing, improving the drug purchase mechanism, playing the role of medical insurance and fee control, and the actual transaction price of drugs is mainly formed by market competition The reporter learned that it is the attitude of most pharmaceutical companies to wait and see; some of the low-cost drugs on the market or 20-30% increase in price, and the word-of-mouth drugs with large market demand may also slightly increase in price, while the majority of chemical generic drugs may usher in large-scale price reduction in the future "Everything is determined by the relationship between supply and demand The homogenization of drugs for common diseases is serious and the competition is fierce Small and medium-sized pharmaceutical enterprises are especially afraid to say that they are rising." Industry observers said "It's really spring for drug sales On the one hand, the young stroke population has led to a large amount of drug sales The sales of Angong Niuhuang Pill under our company reached 8 million yuan in 2011, which will exceed 100 million yuan in 2015 It has been covered by medical insurance and the reimbursement rate is not low After the drug price is released, it is also considered to slightly adjust the price of some products, but the price is certainly within the range of consumer acceptance " In a recent stroke prevention campaign, the head of a pharmaceutical industry in Baiyunshan, Guangzhou, said Some industry observers said that even with a small price adjustment, the price may still be lower than that of the same kind of products In addition, most of the products with high brand value, good market reputation or exclusive technology can increase the price In the future, there may be a large number of generic pharmaceutical enterprises planning to reduce the price to seize the market Generally speaking, the main theme should be to reduce the price Strict control: on the 19th of last month, the State Food and Drug Administration launched the recall of 9 listed companies of ginkgo leaf drug enterprises after rectifying them The State Food and Drug Administration issued the notice on illegal production and sale of ginkgo leaf drugs by Guilin Xingda Pharmaceutical Co., Ltd and other enterprises On June 1, the General Administration of solar food and Drug Administration stated again that it had been found that Ningbo Lihua Pharmaceutical Co., Ltd had purchased some batches of Ginkgo biloba extract from unqualified enterprises and sold it to other pharmaceutical manufacturers in the name of the enterprise Its behavior was suspected of violating relevant regulations, and the local government had filed a case for investigation The incident comes from the Bureau's inspection of enterprises selling ginkgo leaf drugs at low prices, which found that some ginkgo leaf drug manufacturers did not hesitate to use hydrochloric acid for illegal extraction Previously, it has asked to stop selling Ginkgo biloba drugs of Guilin Xingda Pharmaceutical Co., Ltd and WAN Bangde (Hunan) Natural Medicine Co., Ltd The Bureau reiterated that all recalled drugs should be recalled before June 3, and said that since Ginkgo biloba extract is mainly used for drugs and health food, all manufacturers of Ginkgo biloba extract must be regulated in the future At present, there are hundreds of companies registered in China that produce ginkgo leaf related drugs, including ginkgo leaf, ginkgo leaf granules, ginkgo leaf capsules, ginkgo ketone ester tablets, ginkgo leaf oral liquid, etc "China's plant extract market is seriously reorganized or put on the agenda This emerging field is expanding rapidly, and the previous supervision is indeed lagging behind." Said long Muheng, director of the Department of traditional Chinese medicine of the otolaryngology Research Institute of Guangdong Armed Police Hospital Pharmaceutical sector: the bull market can still consider "taking medicine" The reporter noted that on June 1, the pharmaceutical sector rose the most, the medical device service sub sector rose by 6.76%, the chemical pharmaceutical sector rose by more than 6%, the traditional Chinese medicine sector also rose by 6.12%, and several stocks rose and fell "Multiple factors are stimulating the rise of pharmaceutical market On the one hand, the concept stocks have been affected by the epidemic in the near future; on the other hand, the drug price liberalization will also benefit the leading stocks with many fist products and high market share, and the competition in the drug market will be more intense Many small and medium-sized enterprises may face the risk of reshuffling out, and the industry concentration may be further improved; In addition, the CFDA will vigorously rectify all kinds of drugs, including extracts, in the future, and the industry structure will face a reshuffle " Industry observers said that interested investors can still consider "taking medicine" in the bull market, and the rigid demand and growth of the plate can not be underestimated.