[one week Jun] the list of basic drugs was greatly adjusted; 100 pharmaceutical companies disclosed their performance in the first three quarters, with revenue exceeding 100 billion; review those "black swan" events that ignited public opinion

On October 25, the national health and Health Commission issued the National Essential Drug Catalogue (2018 Edition), which will be officially implemented nationwide from November 1 There are 187 kinds of drugs and 22 kinds of drugs (17 of them are chemical drugs) in the new version of the basic drug catalogue The total number of varieties in the catalogue has increased from 520 to 685, including 417 kinds of Western medicine and 268 kinds of Chinese patent medicine It is worth noting that the 2009 and 2012 versions of the basic drug catalogue are all the varieties selected in the medical insurance catalogue However, the 2018 version of the basic drug catalog is the implementation path of "advanced basic drugs, later medical insurance" The national health and Health Commission issued a document recommending several antiviral drugs On October 23, the national health and Health Commission issued the national influenza prevention and control program (Trial) According to the announcement, medical institutions should use antiviral drugs as early as possible for patients with clinically diagnosed severe influenza according to the requirements of relevant diagnosis and treatment programs, and take centralized treatment if necessary to reduce case death As early as January 9 this year, the former national health and Family Planning Commission issued the influenza diagnosis and treatment plan (2018 version), which contains a number of drugs recommended by the former national health and Family Planning Commission for anti influenza virus, such as Shufeng Jiedu Capsule, Yinqiao Jiedu, Sangju cold and other 13 Chinese patent medicines, as well as oseltamivir, zanamivir and palamivir The cold winter is coming, the flu is prone to occur, the market demand for these 16 anti influenza drugs is bound to surge The draft amendment to the drug administration law also brought new highlights, aiming to crack down on fake drugs and substandard drugs On October 22, the draft amendment to the drug administration law was submitted to the Standing Committee of the National People's Congress for deliberation The draft will comprehensively increase the penalties for the production and sale of fake drugs and substandard drugs In general, the new highlights of the revision are as follows: no longer retaining separate GMP and GSP, and the relevant requirements are incorporated into the conditions of drug production and drug marketing license; increasing the punishment for illegal acts of producing and selling fake drugs and substandard drugs (including administrative penalties, fines, etc.); implementing the whole process supervision of drug production and marketing, and supplementing the review and export of drug raw and auxiliary material suppliers Factory inspection, listing audit and other systems, strictly control the purchase, delivery and listing of raw and auxiliary materials; fully implement the drug listing permit holder system, and clarify its responsibilities for drug development, production, operation and safety The first three quarterly reports of 100 hot pharmaceutical companies were published, the revenue of Shanghai Pharmaceutical exceeded 100 billion yuan, and the net profit of 8 pharmaceutical companies dropped dramatically According to incomplete statistics, 100 pharmaceutical companies have disclosed the performance reports of the first three quarters (see the figure below for details) Among them, there are 90 enterprises whose revenue is "expected to be happy" and 10 "expected to be worried"; there are 6 enterprises whose net profit has increased by more than 1 billion, and 8 enterprises whose negative growth rate of net profit exceeds 50% Among them, Weiming pharmaceutical industry and Shuangcheng pharmaceutical industry decreased the most, reaching - 95.38% and - 237.32% respectively, and the net profit of Shuangcheng pharmaceutical industry was - 30 million yuan In addition, it is worth mentioning that only Shanghai pharmaceutical company has a business income of over 100 billion yuan, and there are six enterprises, namely, Guoyao congrui, Guoyao, Huadong pharmaceutical, Nanjing Pharmaceutical, Chongyao holding and Hengrui pharmaceutical So, less than two months from the end of 2018, the pharmaceutical companies have entered the sprint stage of this year Can the enterprises with "pre worry" come first after others and reverse the situation of "continuous loss" of performance? We'll see Data source: Seven "black swan" events announced by the enterprise in the year, and stake shocked the medical circle Accession Yunnan "hemostasis gate" recently, due to a blog by Bo Ya, a popular doctor of Hematology Department of the third grade a hospital, said that "Yunnan Baiyao toothpaste added western medicine with hemostasis function," carbamic acid, which is a prescription drug, should not be added to daily necessities ", and then pushed Yunnan Baiyao into the air of public opinion Later, the doctor clarified some details in the article, and Yunnan Baiyao official issued a corresponding statement, but some netizens didn't buy it So this "hemostasis gate" event is to calm down or continue to ferment? Accession Fosun Pharmaceutical: "fake door" on August 24, Chongqing Institute of medical technology was reported by internal staff as "in recent years, the company's production quality management is very chaotic, a large number of production records, inspection records, cheating GMP certificates and other serious violations" The event of "fake gate" is on the verge of happening, causing Fosun Pharmaceutical A shares to drop several times and the market value to evaporate by more than 5 billion yuan On October 12, Chongqing food and Drug Administration issued a notice, deciding to carry out relevant administrative penalties such as the withdrawal of GMP certificate of the company's API (aripiprazole) according to law This incident not only damaged the stock price of Fosun Pharmaceutical, but also missed the international market of aripiprazole Accession BGI: "report gate" on June 14, Wang Deming, the controller of changjianshi in Nanjing, under the name of "Dugu Jiujian Wang Deming", released the report letter of "report BGI's fake high-tech fraud, suspected of bribing officials and large-scale fraud of state-owned assets" on Tianya forum The "tip off gate" broke out, and BGI's share price was seriously affected in this incident On October 23, BGI's share price fell sharply again, to 49.96 yuan / share, down 5.06% On October 24, the stock price rose to 54.20 yuan / share Accession Meinian health: "fake doctors" on July 30, a self media article "meinian health: if you die, you can only make money once!"! " Since its publication, this article has become popular on various websites After that, meinian health's public relations responded that "there is no case of working without certificate, with wrong certificate or with expired certificate" However, this statement contradicts the inspection results of Guangzhou Tianhe District Health and Family Planning Bureau On August 5, meinian health released a notice confirming that there are three "criminal evidences" in Guangzhou Fuhai clinic every year, namely, fake doctors, no medical examination report signed by the executive doctors and illegal use of CT Accession Huahai Pharmaceutical Co., Ltd.: on July 5, the European Medicines Agency (EMA) announced to investigate valsartan APIs produced by Huahai Pharmaceutical Co., Ltd and detected a possible carcinogenic impurity: N-nitrosodimethylamine (NDMA) The incident may have some impact on the performance of Huahai pharmaceutical First, more than 20 countries around the world are recalling valsartan APIs produced by the company Then, the U.S FDA issued an import ban on the APIs and finished drugs of Huahai pharmaceutical industry on September 28 On October 10, the FDA changed its policy, saying that the ban is only for the Chuannan plant of Huahai pharmaceutical industry Accession Weiming pharmaceutical: in April of this year, Weiming pharmaceutical took Beijing Kexing, a joint-stock subsidiary, as a reason for refusing to provide financial data and information, which made the auditing agency hired by it unable to enter the audit site, so it postponed the disclosure of the annual report The "fight gate" incident once became the focus of attention of all major media, or will have an impact on its performance On October 23, according to the third quarter report of 2018 issued by Weiming pharmaceutical, the company's revenue and net profit from January to September decreased year on year, and the net profit decreased by more than 90% Meanwhile, Weiming pharmaceutical is expected to lose 61-69 million yuan in the whole year Accession Immortality: "vaccine gate" on July 15, due to a notice issued by the State Food and Drug Administration on "falsification of production records of immortality rabies vaccine" The event of "fake vaccine" caused a stir at home and abroad Then, the whole people "denounced" and the drug regulatory bureau, Shenzhen Stock Exchange and CSRC intervened in the investigation and the state leaders gave important instructions On October 15, the State Food and drug administration, China Securities Regulatory Commission and Jilin food and Drug Administration attacked severely, and Changsheng biology was fined 9.1 billion yuan, and the Securities Regulatory Commission imposed a top-level penalty of 600000 yuan, and four parties were banned from entering the market for life Six enterprises such as AstraZeneca and Wuxi apptec have suffered six major administrative penalties! On October 24, the official website of the Ministry of science and technology updated 6 pieces of punishment information, which respectively showed that six units, AstraZeneca, Eide biology, kunhaoruicheng medicine, yaomingkant, Huashan Hospital Affiliated to Fudan University and Huada gene, violated the relevant regulations of the Interim Measures for the management of human genetic resources Some of the punishment decisions were made in 2015 and 2016, and this is the first time for the Ministry of science and technology to disclose the administrative punishment involving human genetic resources Information source: yaozhi.com, enterprise announcement, cypress blue, dingxiangyuan, china.com finance, etc Statement: this opinion only represents the author, not the position of yaozhi.com, welcome to exchange and supplement in the message area; if you need to reprint, please be sure to indicate the author and source of the article.