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[Pharmaceutical Network Market Analysis] Not long ago, the results of the seventh batch of centralized procurement of drugs organized by the state were released in Nanjing, Jiangsu Provin.
A total of 60 drugs were successfully purchased in this centralized procurement, involving 31 treatment categories, covering common diseases, chronic disease drugs and Drugs for serious diseases such as anticancer dru.
The average price of the selected drugs will be reduced by 4
In this centralized procurement, a total of 488 products from 295 companies participated in the bidding, and 327 products from 217 companies obtained the qualifications to be select.
For enterprises, whether they win the bid or not, the centralized procurement will have a certain impact on th.
Among them, for the winning pharmaceutical companies, after the selected varieties enter the hospital medical insurance channel, the quantity will be guaranteed, saving the company's sales expenses, but at the same time, due to the relatively low profits of the selected varieties, the enterprises also face the challenge of cost contr.
The industry believes that with the advancement of new medical reforms such as centralized procurement, generic drug companies can only make small profits even if they enter centralized procureme.
The entire generic drug market is facing difficulties in making profits, and it is expected that some generic drug companies may gradually withdraw from the mark.
"In the future Chinese pharmaceutical industry companies, there may be 3-5 top companies with market value or sales of more than 200 billion yuan, 30-50 waist companies with market value or sales of about 50 billion yuan, and the rest will be 300 There are about 500 small and beautiful pharmaceutical compani.
” CITIC Securities also pointed out in the research report that it is expected that the heavy-duty generic drugs (including injections) with large clinical drug use and high purchase amount (including injections) will no longer be the profit growth point of pharmaceutical compani.
In this context, how to survive is a challenge faced by a large number of generic drug compani.
Facing the future, "transformation" and "innovation" will undoubtedly become a "sword" hanging on the head of pharmaceutical companies, and it will also be a way for pharmaceutical companies to enhance competition main way of pow.
So, how should pharmaceutical companies transform? Some pharmaceutical companies such as Huahai Pharmaceutical and ProLogis have been actively expanding into the upstream API field in recent yea.
The industry believes that the realization of a vertically integrated industry chain of "API + preparation" will help Chinese generic drug companies to reduce costs and improve prof.
At the same time, in the context of centralized procurement, companies with cost advantages can also gain advantages in bidding and reduce the risk of huge losses caused by losing bi.
For example, in the seventh batch of centralized procurement, Sialon Pharmaceuticals, which successfully won the bid for all three varieties, said that the normalization and institutionalization of centralized procurement can just give full play to and highlight the advantages of the company's entire industry cha.
It is understood that Sialon Pharmaceuticals owns the entire industrial chain of R&D, production, marketing and technical services of pharmaceutical intermediates, APIs and preparations, and has built the R&D and production capacity for the integration of chemical APIs and preparatio.
The raw materials of the company's key products are all self-produced, and it has a complete supporting system for the pharmaceutical indust.
It has stronger control over the quality and cost of products, and has obvious advantages in product research and development, production, quality stability and production cost contr.
There are also a number of pharmaceutical companies such as Kelun Pharmaceutical, Qilu Pharmaceutical, Hengrui, e.
, which are developing in the direction of large-scale and intensive development, from making generic drugs to making new dru.
Among them, Hengrui announced as early as 2019 that it would cut off all generic drug projects and comprehensively transform and innova.
Up to now, Hengrui's innovative drug sales revenue has accounted for 40% of the company's total reven.
At the same time, 10 innovative drugs have been approved for marketing in China, and the transformation has achieved initial resul.
Recently, Sihuan Pharmaceutical also stated that due to the impact of changes in the pharmaceutical industry and policies, it is difficult for the generic drug business to bring more performance growth and profit guarantee as befo.
The expected divestment of generic drugs will focus more on the medical aesthetics sector with higher growth and higher profit margins and the bio-innovative drug sector with high value growth, and promote the two-wheel drive strategy of medical aesthetics and biopharmaceuticals at full spe.
implement
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
A total of 60 drugs were successfully purchased in this centralized procurement, involving 31 treatment categories, covering common diseases, chronic disease drugs and Drugs for serious diseases such as anticancer dru.
The average price of the selected drugs will be reduced by 4
In this centralized procurement, a total of 488 products from 295 companies participated in the bidding, and 327 products from 217 companies obtained the qualifications to be select.
For enterprises, whether they win the bid or not, the centralized procurement will have a certain impact on th.
Among them, for the winning pharmaceutical companies, after the selected varieties enter the hospital medical insurance channel, the quantity will be guaranteed, saving the company's sales expenses, but at the same time, due to the relatively low profits of the selected varieties, the enterprises also face the challenge of cost contr.
The industry believes that with the advancement of new medical reforms such as centralized procurement, generic drug companies can only make small profits even if they enter centralized procureme.
The entire generic drug market is facing difficulties in making profits, and it is expected that some generic drug companies may gradually withdraw from the mark.
"In the future Chinese pharmaceutical industry companies, there may be 3-5 top companies with market value or sales of more than 200 billion yuan, 30-50 waist companies with market value or sales of about 50 billion yuan, and the rest will be 300 There are about 500 small and beautiful pharmaceutical compani.
” CITIC Securities also pointed out in the research report that it is expected that the heavy-duty generic drugs (including injections) with large clinical drug use and high purchase amount (including injections) will no longer be the profit growth point of pharmaceutical compani.
In this context, how to survive is a challenge faced by a large number of generic drug compani.
Facing the future, "transformation" and "innovation" will undoubtedly become a "sword" hanging on the head of pharmaceutical companies, and it will also be a way for pharmaceutical companies to enhance competition main way of pow.
So, how should pharmaceutical companies transform? Some pharmaceutical companies such as Huahai Pharmaceutical and ProLogis have been actively expanding into the upstream API field in recent yea.
The industry believes that the realization of a vertically integrated industry chain of "API + preparation" will help Chinese generic drug companies to reduce costs and improve prof.
At the same time, in the context of centralized procurement, companies with cost advantages can also gain advantages in bidding and reduce the risk of huge losses caused by losing bi.
For example, in the seventh batch of centralized procurement, Sialon Pharmaceuticals, which successfully won the bid for all three varieties, said that the normalization and institutionalization of centralized procurement can just give full play to and highlight the advantages of the company's entire industry cha.
It is understood that Sialon Pharmaceuticals owns the entire industrial chain of R&D, production, marketing and technical services of pharmaceutical intermediates, APIs and preparations, and has built the R&D and production capacity for the integration of chemical APIs and preparatio.
The raw materials of the company's key products are all self-produced, and it has a complete supporting system for the pharmaceutical indust.
It has stronger control over the quality and cost of products, and has obvious advantages in product research and development, production, quality stability and production cost contr.
There are also a number of pharmaceutical companies such as Kelun Pharmaceutical, Qilu Pharmaceutical, Hengrui, e.
, which are developing in the direction of large-scale and intensive development, from making generic drugs to making new dru.
Among them, Hengrui announced as early as 2019 that it would cut off all generic drug projects and comprehensively transform and innova.
Up to now, Hengrui's innovative drug sales revenue has accounted for 40% of the company's total reven.
At the same time, 10 innovative drugs have been approved for marketing in China, and the transformation has achieved initial resul.
Recently, Sihuan Pharmaceutical also stated that due to the impact of changes in the pharmaceutical industry and policies, it is difficult for the generic drug business to bring more performance growth and profit guarantee as befo.
The expected divestment of generic drugs will focus more on the medical aesthetics sector with higher growth and higher profit margins and the bio-innovative drug sector with high value growth, and promote the two-wheel drive strategy of medical aesthetics and biopharmaceuticals at full spe.
implement
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
