Large specialty drug companies are more likely to benefit from the new deal on low-cost drugs

the veil of low-cost drugs is being lifted step by step At the end of May, the State Health and Planning Commission issued a "notice on the procurement management of the of commonly used low-cost drugs." By the time of the press release, Shanghai, Hunan, Jiangxi, Anhui and other 8 provinces and cities published a list of low-cost drugs It is said that the supporting rules of low-cost drugs will also be released soon For pharmaceutical companies, the concern is which companies are more likely to benefit from this policy.　　The reporter studied the list of low-cost medicines in Shanghai, Jiangxi, Hunan and other provinces and cities From these catalogues, Chinese medicine enterprises are more likely to benefit, and, Baiyunshan, China Resources 39 and other large pharmaceutical enterprises, as well as Buddha Pharmaceuticals, Qizheng Tibetan medicine and other characteristics of Traditional Chinese medicine, ethnic pharmaceutical enterprises should benefit more.　　The common ground of the provincial directory from the published 8 provincial and municipal directory, can be roughly divided into three categories: First, Jiangxi, Anhui, is basically the full implementation of the national low-cost directory Only two Western medicines were added in both provinces and cities, and six were added to the of chinese drugs, respectively Second, the appropriate increase in the variety of provincial supplements Fujian added 7 Western medicines , 10 chinese drugs , Hubei added 13 Western medicine, 32 Chinese medicine and 5 ethnic medicines, Shanghai added 75 Western medicine, 67 Chinese medicine, Guizhou added 67 Western medicine, 90 Chinese medicine Third, the place almost re-engaged in a set Yunnan, Henan seems to strive to do a different catalog, generally to provincial varieties to replace national varieties, and a number of varieties to change the dosage form, such as Yunnan will be eight Jane mother pills into eight Jane Yi female tablets, the Wuji white phoenix pills into Wuji white phoenix pills, Henan will be silver-warp edifying poison pills into silver-turned antidosis, oral solution.　　8 provinces and cities directory of the common point is: First, Wang Baochi Pill and other national directory of some of the exclusive varieties did not enter the local directory Second, the provinces added varieties have exclusive varieties or manufacturers of fewer varieties Among them, some varieties are the exclusive varieties of small Chinese medicine enterprises, such as Jiangxi supplemented stone tablets, for the henan Province, Dazhao Pharmaceutical Co., Ltd exclusive production; Third, the local supplementary directory to the local enterprises have some care, the degree is different, such as Hubei added Wuhan Jianmin (1.38% of the funds research report) production of dragon peony bone particles.　　In addition, Hubei's supplementary catalog has personalized, specifically to increase the national medicine column, increased Renqing Mango capsules and other 5 varieties of Tibetan medicine.　　Listed companies are more likely to benefit because Jiangxi, Shanghai, Hubei, Anhui, Guizhou on the added varieties marked clearly, the reporter combed the five provinces and cities of the supplementary varieties, and made the corresponding statistics From the results, there are 16 exclusive varieties, both listed companies, such as Yabao Pharmaceutical's strandblue total glycoside dispersion tablets, Wuhan Jianmin's dragon peony bone particles, Qizheng Tibetan medicine's Renqing Mango capsule There are also small businesses, such as Shanghai Han Yin Pharmaceutical Co., Ltd (Shanghai Huahua Subsidiary) of the compound four-season green tablets, Shanghai Jing'an Pharmaceutical Co., Ltd (A joint venture of Fosun Pharmaceuticals) of the ginseng North melon paste, Shanghai Leiyun Fengfeng Pharmaceutical Co., Ltd (Shanghai Pharmaceutical Heavy Sun Company) of the Dragon Vera Pill On the whole, listed companies are superior in the exclusive variety.　　The benefits of listed companies are more pronounced in terms of expansion In the manufacturer of 4 varieties, listed companies entered most varieties Baiyunshan, China Resources 39, Yabao Pharmaceuticals, Buddha Pharmaceuticals, Qizheng Tibetan medicine into a relatively large variety, there are about 3 varieties in the column Taiji Group, Kunming Pharmaceuticals, Shanghai Pharmaceuticals, etc also have more varieties into the provincial supplement list.　　Among them, the most noteworthy is qizheng tibetan medicine Its Gannan Fuge Tibetan Medicine Co , Ltd not only has the exclusive access to the Supplementary List of Hubei Province, five-flavored musk pills, twenty-five-flavored pearl pills are also added to hubei and Jiangxi supplementary list If Hubei's practice of supplementing ethnic medicine is popularized, its benefits will be more obvious Now, Tibet, Qinghai, Sichuan, Inner Mongolia and other Tibetan areas have not yet published a list of low-cost drugs, these places to add Tibetan medicine is a high probability of events.　　However, the specific extent of the benefits to large pharmaceutical companies and specialty drug companies remains to be seen One is to see the variety, is the large variety or small variety, and the other is to see the same kind of drug the degree of competition.　　Policies and how companies should respond to determine the extent of specific benefits Most provinces and cities have not yet published a list of low-cost drugs, but should be released by July 1 From a policy point of view, low-cost drugs also have several uncertainties: First, the provinces and cities that have not yet published the catalog of what kind of route, is Jiangxi practice, Shanghai, Hubei, or Henan, Yunnan and so on almost self-made set, the direction of the catalog will determine the competitive landscape of the market However, the benefits of one type of medicine are obvious, that is, the original base drug is low-cost drugs.　　Second, according to the current policy of low-cost drugs, primary health care is still centralized procurement, county-level public hospitals directly linked to the Internet transactions So, how to do non-base drugs on the grass-roots amount? Manufacturers directly linked to the public hospitals docking to achieve what requirements, direct bargaining procurement who will supervise, supervision of the system?　　Third, from the current policy point of view, into the catalog of low-cost drugs may not be able to raise prices immediately, the short-term benefits of pharmaceutical companies may not come out.　　From the corporate point of view, whether to develop the appropriate low-cost the structure of the pharmaceutical structure and market layout can benefit from the key to low-cost drug policy Take Qizheng Tibetan medicine as an example, the sales of the whole drug in the total sales revenue is not high Last year, the sales revenue of the drug was less than 2 million yuan, accounting for about 2.7% of the total sales revenue Tibetan medicine relative to traditional Chinese medicine prices are high, the company may not have expected products to enter the low-cost drug catalog If passive response to the sale of drugs will rise, but it is difficult to become the future of fast-growing product categories Also such as Buddha Pharmaceuticals, its entry into the existing provincial supplement catalog of 3 products, only the intestine pills are the company's main products, and manufacturers more, the company should focus on the development of low-cost drug market is a strategic choice.　　Part of the benefits of low-cost drug New Deal listed companies list of the company drugs efficacy of the number of manufacturers Qi zheng is the tibetan medicine twenty-five taste pearl pills An God open tips Used for stroke, half-body failure, etc A number of Renqing Mang capsules of the wind live blood, relieved pain For wind chill and wet paralysis, joint pain Exclusive five-flavored musk pills tonsillitis, pharyngitis, influenza, anthrax, rheumatoid arthritis, nerve pain, gastritis, gingivitis 6 Futs pharmaceutical refit pills (concentrated pills) re-intestinal pass more ginseng pills kidney false 7 gynecological breeding pills to replenish gas blood, liver relief, radon For menstruation, such as 4 Baiyunshan throat disease capsules for tonsillitis, acute pharyngitis, chronic pharyngitis acute attack 3 children Qi should be pill fever alarm, sputum cough, anti-eating insecticidal 2 hot anti-inflammatory capsules clear heat detoxification, anti-inflammatory pain relief, hamstring activity 6 wu snake itching pills (concentrated pills) itching, urticaria exclusive Abao pharmaceutical strands blue total glycosina dispersal tablets of high-fat blood exclusive head-gout capsule headache exclusive Zhongjing stomach tablets in the temperature of cold, stomach pain 3 Tai Chi Group renal life capsule sin-replenishment, can regulate the immune function of the elderly tend to normal Exclusive Power Day Madu Zhong Pill ischemic stroke exclusive clear-sound ingestion pill pharyngitis 3