10 great changes of pharmaceutical industry

The rain is coming and the wind is blowing all over the building! More than half of 2019 has passed With a series of policies interwoven, new changes have taken place in China's pharmaceutical industry No matter drugs or medical devices, no matter the production or circulation terminal, they are all changing 1 The goal of lowering the drug price to the floor countries is to control the price reduction The first round of "4 + 7" far exceeds the impact of the two vote system on the industry In addition, a series of measures such as national medical insurance cost control, financial verification, national (provincial) key monitoring of the catalogue of rational drugs, western medicine's non training and examination of the prohibition of the development of Chinese patent medicine, DRGs and so on are superimposed As soon as the drug price of public medical institutions falls, it will affect the price of other terminal drugs With the development of the second round of "4 + 7", the first round of bid dropping enterprises will make a comeback, the number of participating enterprises will increase, the scope of procurement will be expanded, the period of centralized procurement will be extended, multiple bid winning enterprises will share the market equally, and one bid winning enterprise will be avoided, and the first round of bid winning enterprises will be used as the ceiling In addition, according to the documents circulated by the state health insurance bureau, the drug price continues to decline, the low-cost drug catalog or adjustment, and the drug price runs naked all over the country Affected by many factors, the total profit of the pharmaceutical industry will increase this year, but the growth rate may be lower than before 2 The market game intensifies "4 + 7" The market game is not only limited between the selected and non selected varieties, but also exists in the implementation and non implementation regions It is inevitable for the whole country to play chess together In order to exchange price for quantity, pharmaceutical companies and even foreign companies will take the initiative to reduce prices, and the drug prices will be directly matched For the bid winning varieties that "4 + 7" can not meet the requirements of supply, other pharmaceutical enterprises that meet the requirements will make up the position urgently At the same time, the relevant departments carry out some drug use surveys, and whether the supply is satisfied or not will become an important consideration for the purchase of new tires It is reported that the China India drug regulatory agency has contacted with Indian generic drugs or directly participated in volume procurement In my opinion, once India's generic drugs come in, it will be conducive to the control of medical insurance fees and the reduction of patient costs, but for Chinese pharmaceutical companies, it is undoubtedly worse, the industry integration is accelerated, and the trend of survival of the fittest is more obvious However, the China India meeting did not make a substantive breakthrough, and there are many obstacles for Indian medicine to come to China If the national health insurance bureau comes out directly, the problem of India 's drugs entering China may be solved 3 Sales force simplification because the scope of 4 + 7 is basically a large variety, which is essentially equivalent to disintermediation, direct supply and no price difference, which not only affects the development of relevant CSO companies, but also affects the strategy and scale of self built sales force of enterprises After all, if the drug sales volume is larger, it is possible to enter 4 + 7 If the sales volume is smaller, it is difficult to reflect the value In this context, it may not be easy for such companies For pharmaceutical companies, reducing expenditure and freeing up more resources, further reducing marketing costs of generic drugs, and increasing R & D costs are the main direction With the introduction of innovative drugs into the market, medical representatives are more inclined to academic promotion, and academic requirements are more stringent The sales strategy will be adjusted accordingly, and the professional population, including medical representatives, will be simplified, layoffs or transferred to the development of other terminals are inevitable 4 more innovation The rigid standard of "4 + 7" is to pass the consistency evaluation In the next period of time, pharmaceutical enterprises will still rely on generic drugs to some extent However, with the comprehensive spread of volume purchase, the adjustment of medical insurance catalog, and the country's efforts to move from a big pharmaceutical country to a powerful pharmaceutical country, the enterprises with too few generic drugs will not have a good time, and innovative drugs will become the focus of the market, followed by research and development With the increase of development investment, the opportunity of industry restructuring comes Jiao Hong, director of the State Food and drug administration, said that it is incumbent on drug regulatory authorities to encourage innovation In other words, next, pharmaceutical companies will continue to increase investment in innovative drug research and development, acquire and merge new drug pipelines or trends, further integrate the industry, further improve a series of supporting measures such as talent, clinical, production and use, and focus on innovative drug research and development enterprises such as Hengrui pharmaceutical, Zhengda Tianqing, Qilu pharmaceutical, Fosun Pharmaceutical, humanwell pharmaceutical and Kelun pharmaceutical Great good 5 To strengthen cost control, under the condition that the price of "4 + 7" drugs has dropped much more than expected and the R & D investment of innovative drugs is huge, controlling cost to cope with price competition has become a key factor to test the survival and development of enterprises Due to the high import price, the raw materials and equipment of upstream pharmaceutical companies will be welcomed Internet plus drug circulation will be further popularized At present, all links of the pharmaceutical supply chain will be opened, industry and commerce, product planning, logistics, marketing and other aspects will be coordinated, and the first electronic data exchange platform 001pt.com (hereinafter referred to as "001 platform") and other powerful third-party service platforms will be further used It is understood that the 001 platform was developed by Shenzhen Henghe and China Mobile CA center It has realized the electronization of the first business data, network exchange and authentication It has been directly handling ukey for users for a long time, with electronic signature and time stamp The data is massive, permanent storage and national use The trace can be traced throughout the process, helping pharmaceutical enterprises reduce costs and improve quality to cope with the cruel price competition 6 In the short term, the status of hospital as the first terminal will not change The centralized purchase extends from public hospitals to private medical institutions and chain drugstores, plus the group purchase landing (Sanming alliance, Shenzhen GPO, Guangzhou GPO, Guangxi GPO, etc.), the drug price will be further reduced Under the promotion of Internet technology and national policies, prescription circulation platform, smart pharmacy, unmanned pharmacy, robot pharmacist, etc will be developed With the outflow of prescription, high-priced drugs and imported drugs will start to seek out the market outside the hospital The hospital side pharmacy will become a place for strategists to fight for The focus of pharmacy expansion will be shifted to the second and third tier cities, and the chain rate of drugstores will be increased Although the shackles of online prescription drugs have not been lifted, but the pharmaceutical e-commerce has entered a period of rapid development, multi track competition intensified, and the era of competing for the best comes In addition, the game among pharmaceutical enterprises, distributors, retail terminals and pharmaceutical e-commerce will continue, and the phenomenon of fleeing goods will still occur In order to maintain the price system, pharmaceutical enterprises will continue to stop supplying some or even all pharmaceutical e-commerce But all the people in the world are for the benefit When the interests are the same, the two sides will also move towards cooperation 7 Although the national, provincial, and all levels of medical institutions implement dynamic adjustment of the list of auxiliary drugs, the related drugs are not hammer dead, but the scale of the use of auxiliary drugs is reduced, or even out of the mainstream drug market trend or irreversible In this case, pharmaceutical enterprises should make good preparations On the one hand, they should improve the medical evidence-based, verify the efficacy of drugs, strengthen the barriers to competition, and get rid of the suspicion of auxiliary drugs to the maximum extent On the other hand, they should speed up the layout of hospital side drugstores and second and third tier cities and other grassroots markets to deal with policy restrictions 8 The strictest supervision is coming, and the legislative process of drug supervision is speeding up The era of "no strictest, only stricter" is coming The newly revised "Drug Administration Law" and "Regulations on the supervision and administration of medical devices" or the "vaccine law" have been passed and will be implemented on December 1 The illegal economic cost and personal cost have increased greatly At the same time, the drug information traceability system has been steadily promoted, the team of professional drug inspectors has been established, and the key areas such as the concentration of drug industry and high-risk drug production have been inspected China's medical device supervision has taken an important step in implementing the unique identification of medical devices 9 The new version of the national health insurance catalog will be published, some innovative drugs or rapid national promotion and large-scale, local or no longer supplement them This means that once pharmaceutical companies miss the national train, it may be difficult to get on again In addition, the payment of medical insurance tends to be unified, and basic drugs will not be included in the catalogue of auxiliary drugs in principle At the same time, the reform of the remuneration of public doctors continued to be promoted, and drugs, consumables and testing were not linked, so the out of hospital medical and testing consumables services ushered in opportunities 10 To expand the scope of volume procurement, high value consumables have been included in the scope of volume procurement in Anhui Province In the future or nationwide promotion, the transition from "high cost, high gross profit" to the era of "low cost, low gross profit" will lead to the development of enterprises with more innovative products and product pipelines, and weak agents will be forced to transform With the spread of hierarchical diagnosis and treatment, the expansion of the primary market, domestic medical devices with price and policy advantages will usher in good results It is not hard to see that "4 + 7" is just a big step in the national health reform It is not only a challenge but also an opportunity for the pharmaceutical industry that the state forces the price of drugs to fall through the lever of medical insurance, further realizes the linkage of three medical services, and forces the transformation and upgrading of pharmaceutical enterprises Only by increasing R & D, reducing costs, improving quality and embracing the Internet can enterprises survive and develop in this great shuffle.