Henan discloses first quarter drug trading data The impact of the outbreak is beginning to show

from the data, the notice shows that, affected by the outbreak of the new coronavirus, the first quarter of the drug online transaction amount year-on-year, month-on-month have a significant declineAmong them, the order amount decreased by 23.16% YoY, the distribution amount decreased by 17.61% YoY, and the amount of deposit decreased by 14.07% YoY"Notice" not only published the overall situation of orders in Henan Province in the first quarter, but also published the procurement situation of various regions, medical institutions procurement, production enterprises supply situation, business distribution, returns and so ondata show that in 2020Q1, 86 medical institutions did not carry out online procurement through the provincial pharmaceutical procurement platformSome production enterprises have a low supply rate, 77 production enterprises supply rate of less than 50%, including Zhuhai Ansheng Phoenix Pharmaceuticals, Guangzhou Baiyunshan Chen Liji Pharmaceutical FactoryIn addition, Yongcheng Pharmaceutical Corporation and other 69 operating enterprises did not timely purchase orders for the corresponding medical institutions, drug distribution rate of less than 50%affected by the outbreak, all industries are affected to varying degrees, and the pharmaceutical industry is no exceptionBecause hospital patients are blocked, drug circulation is blocked, although the pharmaceutical industry is a new industry, but also has been greatly affectedto see a littleHenan Province is a large population province, but also a major drug province, in the drug procurement policy is not radical nor conservativeTherefore, the drug trading situation in Henan Province can generally reflect the first quarter of 2020 trading in the national drug marketThe impact of the outbreak is being quantifiedwho is most affected by the outbreak? Who is the most resistant to pressure? Who can recover quickly after the outbreak? This is not only a question to answer during the outbreak, but also a question that has been testing business operatorsZhang Jiang, ashanghai Fudan, also issued a statement today on the results of the outbreakSince the outbreak, due to the company's drug needs to complete treatment in the hospital, drug circulation and hospital patient scare is blocked, the Group's main products Ella, Rijuando, Fumeida shipments and terminal usage are greatly affectedGroup operating income in the first quarter of 2020 decreased by 58.45% compared to the same period in 2019 Fudan Zhangjiang's performance is very dependent on the three core varieties of Ella, Ricciardo and Fumeida, the revenue of the three varieties in 2018 was 390 million yuan, 270 million yuan and 59.23 million yuan, accounting for 53%, 36% and 8% of the revenue, respectively The impact of the three core product stoushs on Fudan Zhangjiang is self-evident Fudan Zhangjiang said that the current domestic epidemic is basically under control, but hospitals and affiliated departments are still in the process of opening up, the number of patients to the hospital and the frequency of visits is still significantly lower than normal levels after preliminary estimates, Fudan Zhangjiang expects that 2020 half-year operating results will still be affected, achievable operating income of about 17.653 million yuan to 252.56 million yuan, a decrease of 55% to 35% YoY; and full-year 2020 revenues will also be affected Fudan Zhangjiang expects full-year 2020 revenue to fall 24% to 13% YoY, and Net Profit for The Parent down 47% to 21% YoY Also the innovative drugs affected are Kanghong Pharmaceuticals' Compaq Recently, Kanghong Pharmaceuticals in the investor exchange minutes said: 2020 by the impact of the new corona epidemic, the national ophthalmology clinic or specialist hospital spree basically closed, the number of patients significantly reduced Coupled with a 25 percent cut in 2019' increase in Compaq's entry into the national health insurance list, biologics revenue fell 35% in the first quarter of 2020 from the same period last year, and chinese traditional medicine revenue fell 11.1% from last year but even in this case, there are still some products that "buck the trend." For example, the recent release of the first quarter of 2020, Beida Pharmaceuticals, the first quarter of 2020 net profit increased 140% to 160% year-on-year, to 124 million yuan to 130 million yuan Beda Pharmaceuticals currently has only one drug on sale, a drug that has been on the market for nearly a decade and has been in the health insurance for three or four years, especially under the influence of competitor Giofinib's entry into the collection and new crown outbreak, and can still maintain such a high growth rate 's growth in the performance of Beida Pharmaceuticals attracted the attention of the Shenzhen Stock Exchange, and issued a letter of inquiry to Beida Pharmaceuticals According to Beda Pharmaceuticals, the reason for Ektini's growth is first of all to continuously tap the clinical application potential of Ektini through clinical trials to provide a wealth of treatment options for patients with EGFR mutation non-small cell lung cancer, and second, the company has carried out a series of academic promotion activities to fully demonstrate the clinical advantages of Ektini differentiation In addition, during the new corona outbreak, Beida Pharmaceuticals and dealers actively coordinate, take the initiative to properly stock, according to market changes to properly arrange safety inventory, to avoid the impact of the outbreak caused by patients out of medicine according to Southwest Securities, the total operating income of 2020Q1,238 pharmaceutical listed companies decreased by 2.6% and the total net profit of the mother fell by 6.1%, according to Southwest Securities however, different subsectors have shown different reactions in the process Among them, medical services, other biological drugs other than blood products and vaccines, injection of Chinese medicine, oral Chinese medicine and other income declined the most, but pharmacies, innovative pharmaceutical industry chain, medical equipment showed revenue and profit growth 6 medical services (Berry Gene, Huada Gene, Golden Domain Medicine, General Medicine, Eyre Eye, Dean Diagnostics) 2020Q1 total revenue decreased by 13%, and net profit decreased by 58.9% Although the short-term impact of the epidemic is obvious, but Southwest Securities believes that in the health China strategy and medical reform to promote the failure of the policy to encourage social health care and medical service price reform, such as the landing, will promote the development of the medical service industry 2020Q1, the total revenue growth rate of eight innovative pharmaceutical and industrial chain companies (COOs such as DRUG Mingkangde, Kelein and other CMO enterprises) grew by 15.8%, and the total net profit growth rate of the mother was 14.6%, showing better resistance in the outbreak With the domestic pharmaceutical policy catalysis, MAH system and other improvements, CRO, CMO enterprises will continue to maintain high growth 48 medical device companies increased their total revenue by 8.1% in 2020Q1 and net profit by 12.1% However, medical device companies have also been divided, 13 in vitro diagnostic companies in 2020Q1 revenue and net profit decline, other medical devices such as protective supplies, virus detection, medical equipment listed companies ushered in explosive growth Such as protective supplies type Zhende medical (deduction non-maternal growth rate of 912.34%), British medicine (withholding non-maternal growth rate of 276.05%), virus detection class Da'an gene (detained non-return mother growth rate of 653.94%), medical equipment class Libang instruments (withholding non-maternal growth rate of 140.23%) chinese medicine is subject to the restriction of complementary drugs, Chinese medicine injection pressure increased and other policy impact, from 2019 onto out of the low growth rate The total net profit growth rate of 59 Chinese medicine companies was -4.5%, and in 2020Q1 was affected by the new crown epidemic, the growth rate of total revenue was -6.6% and the net profit growth rate of the mother was -11.7% among the , 13 Chinese medicine injection companies 2020Q1 revenue growth -9.6%, total net profit growth of -29.6%, the most serious decline due to the impact of the epidemic; part of the data from Southwest Securities "Pharmaceutical Industry 2019 Annual Report and 2020 Quarterly Report Summary: Data will speak, medical devices, raw materials, pharmacies and innovative pharmaceutical industry chain performance bright" (original title: a batch of drug sales plummeted! This pharmaceutical province disclosed the first quarter of drug trading data, the impact of the epidemic has been revealed! )