Continuous regulatory measures for auxiliary drugs, transformation and upgrading into a top priority

[pharmaceutical network market analysis] a few days ago, the State Food and Drug Administration issued the announcement on the revision of the manual of cerebrosine and carnosine injection and the announcement on the revision of the manual of compound osteopeptide injection, requiring the two drugs to add [warning words], revise [taboos] and [precautions] in the manual This is equivalent to wearing a new "tight hoop" on the heads of these two auxiliary drugs Photo source: since this year, the publication of "key monitoring directory" and the adjustment of "national medical insurance directory" are all intended to focus on the treatment of auxiliary drugs But in fact, since December 12, 2018, the national health and Health Commission issued the notice on the management of clinical application of auxiliary drugs, the whole pharmaceutical industry has clearly known that such a day will come sooner or later In addition, on August 20, the National Medical Insurance Bureau issued a notice, which published a new version of the national basic medical insurance, work injury insurance and maternity insurance drug catalog Among them, dozens of high value and easily abused auxiliary drugs will be eliminated What's more, in the future, all provinces and cities will successively publish key monitoring catalogue to strengthen the supervision of auxiliary drugs In fact, at present, the monitoring measures for auxiliary drugs are indeed emerging in an endless stream After the catalog is started and adjusted, the monitoring of auxiliary drugs is in an upgraded state At least 25 provinces and cities, including Guangxi, Hubei, Zhejiang, Anhui, Xinjiang, Jiangxi, Hainan and Qinghai, have released key monitoring directories According to statistics, at least 173 drugs are 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 However, due to the superposition of policies, the development situation of auxiliary drug fundamentals is not optimistic It can be seen from this year's Zhongbao and the third quarter's report that the performance of listed companies with auxiliary drugs as their main business has declined significantly, and the share price has declined Among them, Sihuan pharmaceutical is a typical example Seven major products of the company are listed in the first national key monitoring drug catalog, and these seven products together account for 78.9% of its total sales in the first half of 2019 The negative effects of the policy on adjuvant drugs are already obvious In the future, there may be other auxiliary drugs that will suffer from the trend of "the same treatment", which makes a large number of auxiliary drug enterprises feel bleak However, some insiders also said that the impact of policies on listed companies of auxiliary drugs is certain, but it will not fundamentally shake the development of auxiliary drugs, after all, auxiliary drugs still have great value in the market However, the transformation and upgrading of auxiliary drug enterprises has become an urgent matter At present, the primary task of enterprises is to cut costs, reduce drug prices, carry out low-cost marketing on the premise of ensuring drug safety and quality, play an advantage in medical insurance control and fierce market competition, and retain a place in the market Then, the auxiliary drug companies will look for the existing drugs to carry out joint drug use In the later stage, they can do innovative drug research and development, or invest in the acquisition of biopharmaceutical projects At present, a number of pharmaceutical companies are beginning to reduce the scale of auxiliary drugs business, and adjust their product structure in advance, such as Li Zhu group Some pharmaceutical companies are fleeing from the hospital to the outside, such as transferring to DTP pharmacy (professional pharmacy) and so on In addition, some pharmaceutical companies choose to increase and speed up the re research of products after they are put on the market, trying to provide more scientific basis for drug efficacy, and directly focus on the field of innovative drugs with large investment, long cycle, high technology and high income, among which anti-tumor drugs, stem cell drugs and so on are the research and development hot spots Generally speaking, the future period will be an important period of transformation for China's pharmaceutical industry Pharmaceutical enterprises that are preparing to transform or are in the process of transformation should meet the requirements of policies and markets as soon as possible, and return to the clinical value of products, so as to persist in the wave of market development.