From imitation to innovation, where is the breakthrough of the transformation of Chinese pharmaceutical industry?

[industry trends of pharmaceutical network] from consistency evaluation to 4 + 7, generic drugs do not earn money, and Innovation Track congestion has become an industry phenomenon With the continuous acceleration of brand shuffling and upgrading of the pharmaceutical industry, pharmaceutical companies in the future should start to define their own positioning, and seize the opportunity to find a breakthrough for comprehensive transformation and upgrading As we all know, China is a big country of generic drugs The consistency evaluation of generic drugs launched in the past two years is called to make up "historical debts" by the insiders Only drugs that reach the original research level through the consistency evaluation of generic drugs can be shortlisted in the national volume procurement varieties In September of this year, 4 + 7 with volume procurement staged Compared with the purchase price in 2018 in the alliance region, the price of the target product will be reduced by 59% on average According to the insiders, no surprise, at the end of this year, 4 + 7 may also try to explore the expansion of varieties, which will have a greater impact on the whole industry at that time In the future, with the continuous impact of 4 + 7 on the whole industry, the long-term price of generic drugs will still fall rapidly in the future, and some generic drugs without competitiveness will be eliminated by pharmaceutical companies In this context, the era of "high gross profit" of generic drugs is coming to an end Generic drugs without technical barriers will gradually return to the level of manufacturing profits, while innovative drugs will usher in a period of rapid development Industry insiders said that the first, difficult and improved new drugs and generic drugs that can make breakthroughs in technology will have stronger competitiveness in the market, strong product line, and companies with the ability of continuous innovation and increment will be favored by the capital market Innovation is an inevitable trend, and the congestion of the track is increasing Looking at the field of global pharmaceutical research and development, "China" is a key word that can never be ignored China's achievements in the field of pharmaceutical research and development in recent years are remarkable The growth rate of global pharmaceutical market is accelerating, and the emerging market is leading the new growth With the acceleration of drug review at home and abroad, Chinese enterprises are rapidly following up the FDA's new batch of drugs International multi center clinical trials are speeding up, and domestic pharmaceutical giants continue to add drugs With R & D investment, China has become a new drug R & D country in Asia It is worth noting that many pharmaceutical companies add codes to develop innovative drugs, which also aggravate the congestion of the track According to the data, there are more than 100 enterprises known to be still researching PD - (L) 1 products in China, including Fuhong Hanlin, Baiji Shenzhou and other famous innovative pharmaceutical enterprises In fact, not only the track congestion, but also the convergence of R & D In the next two years, it is expected that more than 10 PD - (L) 1 antibodies will be approved or applied for listing in China Take the hot PD-1 research and development, three of them have been approved, and there are more than 30 in line Generics don't make money, innovation track is crowded Therefore, some people in the industry say that we should relax our understanding of innovation On the road of innovation, we don't have to develop new drugs to be called innovation In fact, the upgrading of sales and the improvement of the network, including the innovation of generic drugs themselves, are also innovations Now, the key competition of pharmaceutical companies is internal power Who can do it faster and better, and then promote it, which is more important than choosing a racetrack With the continuous implementation of 4 + 7, a large number of generic drugs have been eliminated, but new drug research and development takes a long time and too much convergence, which also makes many pharmaceutical companies start to look for other ways of transformation In this way, the Chinese cosmetic market is in the golden age, which has attracted a lot of attention and attempts to transform pharmaceutical enterprises As early as in 2008, Yunnan Baiyao spent about 60000000 of its total acquisition of three pharmaceutical companies, officially entered the field of daily chemicals, and launched toothpaste, washing, facial mask and other products The product Yunnan Baiyao toothpaste launched in 2005 has become a star product supporting half of the company's performance, with a market share of about 18.1%, ranking the second in China Tongrentang established Tongrentang Cosmetics Co., Ltd jointly with Hong Kong Tongxing group in 2005 After nearly 5 years of accumulation, in 2009, Tongrentang officially launched three series of cosmetics, i.e beauty shop, Tongrentang herbal and Yizhuang Yisheng pharmaceutical announced its entry into the cosmetics field in 2015, with beauty salons as the main channel The Yunnan group excellent biotechnology, founded by Zhou Jiareng, founder of Dian Hong Pharmaceutical Co., has launched the three brand of washing and care Huaxi bio has launched the the Imperial Palace lipstick and the Imperial Palace beauty mask Up to now, the "cross-border" actions of major pharmaceutical enterprises continue However, it is worth noting that although compared with the traditional pharmaceutical industry, the cosmetics industry is more advantageous in risk and gross margin However, due to the late start of China's beauty market, it can even be said that it is in a state of deformity monopolized by foreign countries Moreover, the technological R & D and marketing of cosmetics are different from traditional medicine, and this "cross-border" road may go through a difficult and long development stage At present, China's pharmaceutical market has formed a competition pattern of "multinational pharmaceutical enterprises change, traditional pharmaceutical enterprises seek transformation, and new and sharp pharmaceutical enterprises rise rapidly" Three types of pharmaceutical enterprises are exploring effective future development paths However, under the circumstances that the state has issued a series of policies to encourage drug innovation and increased support for innovative drugs, innovative drug research and development will still be a great opportunity for development However, in addition to enhancing the innovative drug business, the pharmaceutical enterprises' diversified operation, vertical expansion of business segments and diversified layout will also be an effective means to cope with the changes of market environment.