"Low price era", where is the future of pharmaceutical enterprises?

[industry trends of pharmaceutical network] frequent policy, medical insurance fee control and industry upheaval are the consensus of all pharmaceutical people in recent years In the face of the current environment, some people feel that cold winter is coming, shouting "keep warm and live", others find that opportunities are coming, singing "enter a new era" So what should pharmaceutical companies do in the future if they want to live and develop in such a complex and changeable environment? At present, the majority of Chinese pharmaceutical enterprises are generic pharmaceutical enterprises With the continuous deepening of volume purchasing, generic pharmaceutical products are facing the test of "price" and "volume" Therefore, most pharmaceutical companies want to achieve development through "cost-effective" and "production scale" to win In this process, enterprises with the integrated development mode of APIs will have more advantages Because generic drugs can not be separated from price war, and API is the core of production cost in price war High quality and low price API can keep the invincible position in the competition At present, the "4 + 7" expansion will not only squeeze out the high water content of drug price, benefit patients, but also have a profound impact on the entire pharmaceutical industry, constantly forcing enterprises to adapt to the new market environment In the past, most of Chinese pharmaceutical enterprises earned the difference by the mode of distribution and distribution Compared with transnational pharmaceutical enterprises, the proportion of R & D expenses of domestic pharmaceutical enterprises accounted for the business income But now, the better development of domestic pharmaceutical enterprises in the future is accelerating to catch up through R & D innovation   In the future, pharmaceutical companies need to continuously strengthen their own R & D capabilities or cooperate with cro companies to develop R & D business and drugs with clinical application value; introduce external funds or accelerate financing and listing, so that enterprises can maintain sufficient cash flow; enterprises with M & A capabilities can choose to merge and reorganize enterprises that complement their product lines and can expand clinical fields; sales teams Strong enterprises can act as agents for pharmaceutical enterprises without marketing ability The end of "high gross profit and high return" in cost control for pharmaceutical enterprises lies in the state's attack on the new price formation mechanism of pharmaceutical market Therefore, the problem of "cost" has to be faced by all pharmaceutical enterprises, circulation enterprises and CSO organizations To reduce costs and improve efficiency, the industry is forced to shift from "opportunism" to "strengthening management" For pharmaceutical companies, "consistency evaluation" has no turning back, it will be divided into "innovative drugs" and "generic drugs" two camps Large scale production is the general trend in the era of "low price" Only by establishing a unique production platform through merger and reorganization can cost control be effectively reduced Expand overseas market in 2019, pilot cities will implement volume procurement, the national volume procurement bidding will be completed in 2020, auxiliary drug monitoring catalogue will be published one after another, and DRG payment mode pilot cities will be announced, which is a big blow for many enterprises The reason is that the market of generic drugs is saturated, the drugs with unclear efficacy are mainly controlled, and a large number of new biological agents like PD-1 are imitated Therefore, it is an inevitable trend for Chinese pharmaceutical enterprises to expand their market overseas, and also an inevitable way to survive At present, after years of rapid development of China's pharmaceutical industry, some enterprises improve their competitiveness through cross-border M & A or the establishment of API and preparation production bases abroad The domestic production workshops of a number of imitation enterprises have passed the cGMP certification of developed countries and the pre certification of the World Health Organization, and have the ability to explore overseas markets In the future, only by continuously expanding the overseas market can domestic pharmaceutical enterprises continue to gain more market share