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At the end of 2021, the results of the sixth batch of special collection of insulin and the results of the new round of medical insurance catalogue negotiations have been released.
Among them, the 81 products selected for insulin will be reduced by an average of 48%, and the prices of 67 medical insurance negotiated drugs will be reduced by an average of 61.
71%
.
However, from the perspective of market reaction, due to the market's increased tolerance for centralized procurement and medical insurance, the overall performance is relatively stable
.
Now that the new year is approaching, whether there are still investment opportunities in the pharmaceutical and health industry has attracted the attention of the industry
.
In the view of AVIC Securities analysts, the pharmaceutical market will accelerate differentiation.
On the one hand, domestic substitution will accelerate; on the other hand, the giant effect will intensify
.
In the medium and long term, they are at a relatively low stage, and low-value second-tier blue chips with certain performance may usher in a good buying opportunity
.
At the same time, it is recommended that at the time when the valuation switch is getting closer, the advance layout especially needs to pay attention to the sustainability of growth
.
It believes that in the long run, the long-term logic of the procurement of drugs and consumables will remain unchanged.
It is recommended to continue to focus on the innovative drug industry chain, high-end medical devices, medical services and medical consumption, and to tap second-tier blue chips with relatively low valuations
.
CITIC Construction Investment said that it has attached great importance to the investment value of the supply chain for a long time, and is optimistic about the internationalization capabilities of innovative drug and device leading companies
.
It is expected that 2022 will become an important year for Chinese innovative drugs to be launched overseas
.
In addition, benefiting from pharmaceutical innovation and the increase in outsourcing rate, it is expected that the CXO industry will maintain a relatively high level of prosperity in 2022.
It is recommended to focus on international integrated giants
.
Zheshang Securities analysts believe that under the adjustment of the medical insurance drug catalog, as the entire innovative drug market enters a healthy and sustainable development, the increase in the demand for innovative drug research and development will also promote the increase in the demand for domestic R&D and production outsourcing service companies.
It is recommended to pay attention Excellent company on the CXO track
.
In addition, Dongguan Securities recently issued a research report on the outlook for the industry in 2022.
From a short-term perspective, the overall growth rate of the industry in 2022 is expected to be low at the top and high at the end, and the sub-sectors are still highly differentiated
.
From a long-term perspective, my country’s aging population will continue to intensify, there is still room for improvement in medical and health expenditures, and the industry’s long-term upward trend remains unchanged.
.
It is recommended to pay attention to key enterprises such as BeiGene and Cinda Bio in the field of innovative drugs, as well as WuXi AppTec on the CDMO track
.
On the whole, there are still investment opportunities in the pharmaceutical industry in 2022.
Specifically, there are at least five sub-sector investment opportunities such as innovative drugs, innovative medical devices, medical services, medical consumption, and CXO that deserve attention
.
Among them, innovative drugs, innovative devices, and CXO are generally mentioned and optimistic about the subdivisions in the industry
.
From the perspective of the innovative drug sector, the current centralized drug procurement has been carried out to the sixth round.
Under the normalization of centralized procurement, drug price reduction has become a trend, and the profitability of generic drugs is meager, forcing pharmaceutical companies to transform in the direction of innovation, and to deploy ahead of schedule in the field of innovative drugs.
Leading companies with R&D capabilities are expected to benefit
.
At the same time, the medical water seller CXO industry will also usher in opportunities under the booming development of innovative drugs.
Related leading companies may benefit from high economic growth.
In addition, in the innovative device sector, like drugs, medical devices are also facing The trend of centralized procurement and price reduction, and the further expansion of the product range involved, is expected to accelerate the pace of import substitution of domestic equipment in the future, and leading companies will get more opportunities
.
Among them, the 81 products selected for insulin will be reduced by an average of 48%, and the prices of 67 medical insurance negotiated drugs will be reduced by an average of 61.
71%
.
However, from the perspective of market reaction, due to the market's increased tolerance for centralized procurement and medical insurance, the overall performance is relatively stable
.
Now that the new year is approaching, whether there are still investment opportunities in the pharmaceutical and health industry has attracted the attention of the industry
.
In the view of AVIC Securities analysts, the pharmaceutical market will accelerate differentiation.
On the one hand, domestic substitution will accelerate; on the other hand, the giant effect will intensify
.
In the medium and long term, they are at a relatively low stage, and low-value second-tier blue chips with certain performance may usher in a good buying opportunity
.
At the same time, it is recommended that at the time when the valuation switch is getting closer, the advance layout especially needs to pay attention to the sustainability of growth
.
It believes that in the long run, the long-term logic of the procurement of drugs and consumables will remain unchanged.
It is recommended to continue to focus on the innovative drug industry chain, high-end medical devices, medical services and medical consumption, and to tap second-tier blue chips with relatively low valuations
.
CITIC Construction Investment said that it has attached great importance to the investment value of the supply chain for a long time, and is optimistic about the internationalization capabilities of innovative drug and device leading companies
.
It is expected that 2022 will become an important year for Chinese innovative drugs to be launched overseas
.
In addition, benefiting from pharmaceutical innovation and the increase in outsourcing rate, it is expected that the CXO industry will maintain a relatively high level of prosperity in 2022.
It is recommended to focus on international integrated giants
.
Zheshang Securities analysts believe that under the adjustment of the medical insurance drug catalog, as the entire innovative drug market enters a healthy and sustainable development, the increase in the demand for innovative drug research and development will also promote the increase in the demand for domestic R&D and production outsourcing service companies.
It is recommended to pay attention Excellent company on the CXO track
.
In addition, Dongguan Securities recently issued a research report on the outlook for the industry in 2022.
From a short-term perspective, the overall growth rate of the industry in 2022 is expected to be low at the top and high at the end, and the sub-sectors are still highly differentiated
.
From a long-term perspective, my country’s aging population will continue to intensify, there is still room for improvement in medical and health expenditures, and the industry’s long-term upward trend remains unchanged.
.
It is recommended to pay attention to key enterprises such as BeiGene and Cinda Bio in the field of innovative drugs, as well as WuXi AppTec on the CDMO track
.
On the whole, there are still investment opportunities in the pharmaceutical industry in 2022.
Specifically, there are at least five sub-sector investment opportunities such as innovative drugs, innovative medical devices, medical services, medical consumption, and CXO that deserve attention
.
Among them, innovative drugs, innovative devices, and CXO are generally mentioned and optimistic about the subdivisions in the industry
.
From the perspective of the innovative drug sector, the current centralized drug procurement has been carried out to the sixth round.
Under the normalization of centralized procurement, drug price reduction has become a trend, and the profitability of generic drugs is meager, forcing pharmaceutical companies to transform in the direction of innovation, and to deploy ahead of schedule in the field of innovative drugs.
Leading companies with R&D capabilities are expected to benefit
.
At the same time, the medical water seller CXO industry will also usher in opportunities under the booming development of innovative drugs.
Related leading companies may benefit from high economic growth.
In addition, in the innovative device sector, like drugs, medical devices are also facing The trend of centralized procurement and price reduction, and the further expansion of the product range involved, is expected to accelerate the pace of import substitution of domestic equipment in the future, and leading companies will get more opportunities
.
