Pharmaceutical enterprises should determine the right direction and make a good "battle"

[market analysis of China Pharmaceutical network] at present, with the gradual implementation of "4 + 7" volume procurement, the competition among pharmaceutical enterprises will become increasingly fierce The industry believes that from the perspective of business, the current development goal of pharmaceutical enterprises is very clear, that is, to do a good job in R & D, production and sales, after determining the right direction, to play a good "battle" Specifically, short-term operation mainly depends on product lines and policies Among them, in terms of product line, from the perspective of the pilot scheme of volume purchase, in the future, nearly half of the market share of some varieties will be supplied by a single enterprise, and the enterprise with a single product will have a large profit volatility Therefore, the large-scale generic pharmaceutical enterprises with the advantages of capital and product line have broader space and the ability of foreign investment, acquisition or M & A in the new situation In terms of policy, "4 + 7" centralized procurement requires the supervision department to strengthen the whole chain and life cycle supervision, strengthen the inspection on the implementation of GMP, GSP and other specifications of the bid winning enterprises, and strengthen the extension inspection on the original and auxiliary packaging materials of the bid winning varieties The industry believes that the trend of drug supervision and management in China will shift from re evaluation and approval to the whole process and life cycle supervision And this is also the concern of medical people, whether the drug price will keep falling in the future, and whether the consistency evaluation will become a "one-off evaluation" "To be specific, pharmaceutical companies are reducing prices to keep the original market, but they still need to see the trend of policies at any time and adjust their strategies in time." There are pharmaceutical enterprise personnel Product echelon in the medium and long term A good product echelon is conducive to consolidating and improving the position of the enterprise in its core field and enriching the product line of the enterprise in the subdivision field For example, some pharmaceutical companies continue to push through the old and bring forth new products on the basis of stable core products, and successively launch products in many fields, forming a echelon accumulation from product development, production to reserve, ensuring a stable and solid follow-up competitiveness There are also pharmaceutical companies with a continuous rich product echelon Although some products are affected by the auxiliary drug policy, the revenue has declined, but the follow-up product echelon continues to be rich, and the key products continue to maintain a high growth, ensuring the company's rapid growth in performance By continuously strengthening the richness of product echelon, the influence of auxiliary drug policy on the company will continue to weaken To achieve long-term leapfrog development, we need to see the construction and efficiency of enterprise R & D platform and sales platform Under the waves, the survival of the fittest is inevitable The ability of capital, cost and R & D becomes the key factor for pharmaceutical enterprises to win the market in the future R & D ability is the basis for pharmaceutical enterprises to maintain market competitiveness and sustainable operation and development, while sales ability is the guarantee for pharmaceutical enterprises to maintain market share and expand market territory Therefore, a high-level and high-rate R & D platform and sales platform are conducive to ensuring a better return on the future R & D technology and sales investment of enterprises, continuously promoting product R & D innovation, strengthening the position of enterprises and products in the industry's technology R & D innovation, and strong market risk resistance At present, the "4 + 7" volume procurement is further expanding its scope to the whole country, and the pharmaceutical industry pattern is facing reconstruction The industry believes that in the future, the living space of enterprises without consistency evaluation will be further reduced "In this trend, they will face two choices: transformation or sale The pharmaceutical enterprises that fail to pass the consistency evaluation and volume purchase are likely to be acquired by the pharmaceutical enterprises that pass the consistency evaluation and volume purchase in the future " According to the industry, it is an inevitable trend to improve the concentration of the generic pharmaceutical industry after the M & a drama.