A large number of drugs have been monitored, and the achievements of famous drug enterprises have declined

[industry trends of pharmaceutical network] on July 1, the health administration of the national health and Health Commission issued the "notice on printing and distributing a batch of national key monitoring and rational drug catalog (chemical and biological products)" The list of the first batch of national key monitoring drugs for rational use was released, and 20 kinds of drugs, such as ganglioside, cGMP, rat nerve growth factor, were included in the list Subsequently, all localities responded in a timely manner and began to formulate key monitoring directories in their own regions Now, four months later, under the influence of policies such as key monitoring drug catalog, more and more enterprises' sales volume of main products has begun to be impacted, and some related enterprises' performance has begun to fluctuate substantially, especially those enterprises that have not adjusted the product operation ratio in time For example, in the case of Haite pharmaceutical industry, which takes mouse nerve growth factor for injection as the "main target", the sales volume of drugs under special monitoring has declined The results of the third quarter announced recently show that the net profit attributable to shareholders of the listed company in the third quarter was 11.881 million yuan to 16.2361 million yuan, a year-on-year decrease of 60% to 45% In the first two quarters, the total net profit attributable to shareholders of the listed company decreased by only 15% to 5% year on year The reason for the performance change given by Haite bio is that the sales of its main product, Jinlujie (rat nerve growth factor for injection), continued to decline compared with the same period last year due to the policy adjustment of the pharmaceutical industry, that is, the market environment At present, Haite pharmaceutical has begun to adjust its business and layout new business Similarly, the sales volume of Danshen ligustrazine injection of Kangenbei decreased by 8.94% compared with the same period of last year, and the sales revenue decreased by 6.22% compared with the same period of last year; in the third quarter of 2019, Kangenbei achieved an operating revenue of 1.743 billion yuan, down 8.7% compared with the second quarter, mainly because the sales revenue of Danshen Ligustrazine Injection affected by the above-mentioned policies decreased And the group's enbitup (butylphthalide), also on Zhejiang's first batch of key monitoring directory Some insiders believe that at present, only Zhejiang Province monitors EBP, while the restricted market only accounts for 3.95% of the national market, which has limited impact on enterprises However, in 2016, the total sales volume of enbip reached 2.65 billion Hong Kong dollars, accounting for 55.5% of the total sales volume of innovative drugs of Shiyao group In recent years, it has a trend of taking the lead If its market is limited in a large area, the performance of Sinopharm group will inevitably be impacted In addition, the sales revenue of mouse nerve growth factor for injection in the nerve field of Lizhu group was 307.10 million yuan, down 14.62% year on year; the sales revenue of Shenqi Fuzheng Injection (the traditional Chinese medicine injection in the key monitoring catalogue) was 669.53 million yuan, down 18.46% year on year However, due to the timely adjustment of the product line and the transformation to Biopharmaceutics in recent years, the performance of Lizhu group is still slightly affected by the relevant policies Limited use is the norm, and price reduction is the trend At present, the list of key monitoring drugs is almost spread across the country, and has been published in many provinces Earlier, the document of the second price negotiation of a municipal health and Health Committee in Jiangsu Province showed that it required commercial companies to negotiate with manufacturers for price reduction The hospital sold the price to patients according to the negotiated price, and the supplier subsidized the price to the hospital in the form of coupon discount every other month The new price will be implemented on September 1, 2019 Among them, the implementation of specific negotiation price reduction requirements mentioned that the national key monitoring drugs were required to reduce the price to 25%   Subsequently, on August 19, the notice of General Office of the people's Government of Qinghai Province on printing and distributing the implementation plan of drug centralized purchase and use in 2019, which was put online by the people's Government of Qinghai Province, required centralized purchase of three types of drugs, among which, for drugs with large purchase quantity and high purchase price, it is required to take the list of key monitoring drugs published by the National Health Commission as the basis , formulate procurement catalogue and conduct centralized bidding procurement On October 28, Guangxi health and Health Commission issued the first batch of list of key monitoring drugs, 25 drugs were selected, and 5 varieties were added compared with the national version, including bone melon extract, deer melon polypeptide, sodium cantharidate (including compound preparation of sodium NORCANTHARIDATE and sodium cantharidate), fat soluble vitamin and compound preparation, and mannan peptide On the same day, the health and Health Commission of Hubei Province also released the first batch of key monitoring directories On the basis of the national version, the catalogue also includes five varieties: Guhong injection, Shenxiong Injection, Luffa polypeptide injection, placenta polypeptide injection and safflower yellow pigment injection As of the 30th of last month, at least 25 provinces and cities, including Guangxi, Hubei, Zhejiang, Anhui, Xinjiang, Jiangxi, Hainan, Qinghai, etc., have released key monitoring directories, and according to statistics, at least 173 drugs have been under key monitoring It can be seen that, in addition to the limited use, the price of drugs under key monitoring will also be further under pressure No matter where the key monitoring drugs are treated gently or head-on, it can be seen that the use of clinical drugs is strictly controlled, and the medical insurance catalogue "cage for bird" has become the main theme of the pharmaceutical industry In the future, enterprises can not only focus on the same or several main products, and it will be the general trend to adjust the rich product line and the transformation of the past biopharmaceutics.