China's policy plus-code band procurement, what kind of pharmaceutical enterprise advantages will gradually highlight?

Pharmaceutical Network Market Analysis: Recently, "Opinions on Deepening the Reform of the Medical Security System" was released, and the Opinions proposed to deepen the reform of the centralized band procurement system for pharmaceutical and medical suppliesAdhere to the recruitment of one, the volume of price linked, the full implementation of drugs, medical supplies centralized with the volume of procurementThe industry said that the policy plus code band procurement, which will recommend China's generic drug consistency evaluation process
In the eyes of the industry, in the face of the continuous in-depth procurement of the amount, generic products are facing the "price" and "quantity" of the double test"Drug prices fell a lot, on the one hand, corporate profits need to be from research and development, production, sales of all aspects of deep mining, on the other hand, the volume of drug procurement is huge, for some enterprises once the winning band procurement, will face very high production capacity demand, industrial pressure is assigned from raw materials procurement to drug production and distribution of all stagesIn this case, some enterprises with the integrated development model of API preparations, the advantages will gradually be highlightedThe industry said that the collection and expansion of the country, no stock market, raw materials pharmaceutical preparations integrated enterprises obviously benefit, such as Tian pharmaceutical shares, stone pharmaceutical group, Plo Pharmaceuticals, Huahai Pharmaceuticals, Colum Pharmaceuticals and so on
Among them, Tian medicine shares pointed out that, according to the "raw materials and preparations" integrated development orientation, the company to the advantage of raw materials as the entry point, with its own characteristics and higher market position of raw materials products downstream preparations to vigorously develop, cultivate "transdermal absorption drug delivery system", "inhalation delivery system" and other core technologies, complete the development of a variety of new dosage products, establish a high-end formulation product synth industrial layout, build a "base drug protection scale, new drug growth" two major profit model
It is reported that the company to promote the production of raw materials and preparations of substantive business integration, from the market channels, technology research and development through the "raw materials and preparations" throughout the industrial chain, forming a two-wheeled development model of raw materials and preparation products, performance driving force is more significantIn this regard, some market analysis pointed out that the substantive business integration of the production of raw materials and preparations of Tianmedicine shares is conducive to enhancing its core competitiveness, with the gradual release of the integration effect of the industrial chain, performance is expected to further accelerate growth
And Colum pharmaceutical in the antibiotic raw material - intermediate - preparation of the entire industrial chain layout to form a closed loop, from upstream fermentation raw materials to the intermediates of the mid-yu Chuanning project, to downstream supporting related cephalosporine and other antibiotic preparationsRelying on the company's national system layout, effectively enhance the ability to deal with the risk of price fluctuations in antibiotic soforand
In addition, Colum Pharmaceuticals has successfully imitated and developed a API against neo-coronavirus drugs, using its technical advantages in the field of complex API and injection development, and the preparation research has identified the prescribing process, which is expected to achieve the mass production capacity of the generic drug by mid-March
Industry said that the collection will be very large to make up for the domestic sales of raw materials enterprises short board, the future of the main value of generic drugs will be concentrated in RAW medicinePlo Pharmaceuticals said that the company's raw materials - preparation integration advantages gradually appearIts ANDA project - antatine hydrochloride re-release tablets approved by the U.S FDA listed, left ethyl lasitan tablets approved in the new four categories and listed in China (as see through consistency evaluation), and successfully shortlisted the national "4 plus 7" collection and expansion, to achieve rapid volume sales By the end of 2019, the company had submitted a total of 9 registration applications to NMPA, and several projects had entered the review and approval phase There are 16 projects currently under study for consistency evaluation, of which 3 have been declared
With the implementation of the band procurement policy, the water in the drug price is constantly squeezed, the profit margin of the generic drug industry chain has dropped significantly The industry generally believes that there is a more complete raw materials also industrial layout, in the auction of volume procurement cost advantage spline It is reported that for the future development planning, East Asian pharmaceutical industry in the prospectus, said that the company will consolidate the existing core products competitive advantage and market position under the premise of continuous lying, and constantly increase investment, improve the product serialization, scale level, plans in the future to high-end raw materials plus preparations integrated development path, to achieve high-end raw materials, pharmaceutical intermediates, preparations of the coordinated development.