The collection of Chinese medicine is coming

Two years have passed since november 14, 2018, when the relevant departments promulgated the Pilot Programme for Drug Procurement by the National Organization.
in these two years, it can be said that all Western pharmaceutical companies are experiencing unprecedented changes.
But compared with the "blood and rain" experienced by Western pharmaceutical enterprises, Chinese medicine enterprises seem to be a "scenic side of the unique" feeling, although life is not good, but at least did not face such a situation as Western pharmaceutical enterprises.
, the boss of a Chinese medicine company has been happy to express to me: Chinese medicine is not suitable for the collection of work.
on July 15 this year, the National Health Insurance Administration listened to experts' opinions and suggestions on the centralized procurement of biological products (including insulin) and Chinese medicine.
it seems that the days of Chinese medicine collection are getting closer and closer to us.
the performance of Western pharmaceutical enterprises in the first three rounds of collection, the bosses of Chinese medicine enterprises, have foresheadowed the arrival of the "cold winter of Chinese medicine".
, of course, waiting is not entrepreneur style, but what can be done? At present, the news about the collection of Chinese medicine is already flying all over the sky.
e.g.: "In January next year, the state will start collecting Chinese medicine", "Chinese medicine collection only reduce prices but do not take quantity", "the object of collection is a large amount of varieties, and exclusive or not."
in fact, what we need to analyze most now is the original intention of the state, and only by understanding the most fundamental purpose will we have the clearest judgment.
the core purpose of the national policy, there are no more than the following aspects: First, "cage for birds", the medical insurance funds used in the major diseases and serious illnesses, and indeed solve the problem of the burden of medical care for ordinary people.
is to simplify the sales link, purify the sales behavior.
is to encourage innovation.
based on the above analysis, we cannot conclude that technological innovation and exclusive varieties will be protected.
the field of chronic diseases and the same prescription drug of the same name, it is more likely to become the first varieties of Chinese medicine belt procurement.
, the market performance of Chinese medicine, look at the problems faced according to the above basic judgment, we first come to comb the current Chinese medicine market product situation.
as of June 30, 2020, there were 58,424 Chinese medicine approval numbers, accounting for 35.5% of all domestic drug approval numbers.
, the exclusive generic name (spec) of Chinese medicine preliminary statistics 1335, only 2.3% of all Chinese medicine numbers, can be seen the extent of its scarcity.
but are these exclusive varieties doing well in the market? We can not draw such a conclusion, because there is no such targeted data to explain, but one thing is certain, the days of Chinese medicine enterprises, in fact, are not good.
here, we can use several data to illustrate: 1: The production of Chinese medicine in 2019 was 2.464 million tons, down 5.9% YoY, and the production of Chinese medicine in the first half of 2020 was 1.039 million tons, down 12.2% YoY.
: Sales of Chinese medicines in terminals of public medical institutions in China reached RMB283.018 billion in 2019, down 1.7% YoY.
sales of chemical drugs in the same period last year amounted to 109.2922 billion yuan, an increase of 5.77 percent year-on-year.
this data, but also on the premise that Western medicine products are collected.
3: Recently, many grade hospitals issued a message, no longer chinese medicine as a hospital drug species, and began to carry out a gradual clean-up.
Above these facts, it seems to tell us that the use of traditional Chinese medicine in hospital terminals, is facing serious challenges, and this reality, it seems that the state-advocated development strategy of Chinese medicine, there has been a serious out of step, then what is the reason? Third, several problems faced by Chinese medicine enterprises from people's common sense analysis, we seem to blame some external factors, such as Western medicine is not familiar with Chinese medicine, not recognized, last year's introduction of the grade hospital of Western medicine do not allow the prescription of Chinese medicine and other reasons.
but the saying goes: ironing also needs to be its own.
problem arises, first of all, we should look for the reason from ourselves.
in the course of my communication with some experts and business owners, I also found some problems that enterprises themselves need to solve, such as: 1: quality assurance of medicinal herbs.
Traditional Chinese medicine pay attention to traditional Chinese medicine, but due to the lack of understanding of the rational development and utilization of traditional Chinese medicine resources, resulting in some Chinese medicine, especially wild medicinal resources, over-mining, the distribution of the scope is shrinking, many varieties of large-scale wild distribution has been rare, some taoist medicinal herbs excellent species are disappearing or disintegrate, some varieties are even endangered.
over-fertilization of water, shortened cultivation years, abuse of pesticides and plant growth regulators, heavy metals and harmful elements exceeding the standard, as well as sub-filling, doping to make false is the current quality of Traditional Chinese medicine there are major problems.
2: Production process management.
the multi-component effect of traditional Chinese medicine will inevitably make production quality control and process change difficult.
for most Chinese medicine enterprises and Chinese medicine products, the quality control level of the production process is still very low, it is difficult to achieve the overall quality control of the complex system of Chinese medicine.
3: Perfection of the instruction manual.
The latest "Special Provisions for the Registration and Administration of Chinese Medicine" issued in 2020 states: "The application of innovative Chinese medicine and listed drugs are basically the same and functional treatment, non-clinical effectiveness and clinical trials should be carried out to prove its efficacy advantages and characteristics";
these policies have clearly told enterprises about the future trend of Chinese medicine research and development, Chinese medicine re-evaluation is not an optional question, but a mandatory answer, especially for Chinese medicine injections.
above just listed the Chinese medicine enterprises face a few problems, and these problems, are unique to Chinese medicine products, if these problems can not be solved very well, will be the efficacy of Chinese medicine, safety, as well as the public's recognition of Chinese medicine products, have a greater impact.
, so as today's Chinese medicine enterprises, how do we do it? In the face of such a status quo, how will enterprises deal with it? On the one hand, it is the upcoming policy, the impact on enterprises, on the other hand, it is the Chinese medicine enterprises themselves, need to solve the problem.
here, we analyze you from the perspective of enterprise development planning.
in fact, when we talk about the chinese medicine enterprises are having a hard time, do we also think of the performance of drug species in hospitals in previous years? Take Chinese medicine injections, a product sales can reach nearly 10 billion scale, and in a few years to achieve, it can be said that this contains too many reasons, but can not rule out clinical abuse, low awareness of doctors and other reasons.
It is precisely because of the overuse of such varieties, as well as the adverse reactions brought about by the event, led to the present level of hospitals on the Chinese medicine species of caution and rejection, so we say that the previous years are the Chinese drug overdraft application of a few years, and these years, we are repaying the previous years of "drug use dividends."
that "existence is reasonable" makes sense.
First of all, from the perspective of enterprise development planning, we should position enterprises in the "stronger not bigger, do not do wide", as far as possible to focus on their core areas, to grasp their own limited resources.
from the framework of future development, we should focus on the development of three links, that is, new product research and development, academic marketing and capital markets.
1, talking about the research and development of Chinese medicine, should be said to be the development direction of modern Chinese medicine enterprises.
According to the new Classification of Chinese Medicine Registration, the new regulations divide the registration of Chinese medicine into four categories: innovative Chinese medicine, chinese medicine improved new medicine, ancient classic prescription Chinese medicine compound preparation, the same name prescription medicine, the first three categories are new Chinese medicine.
Same-name prescription drug, refers to the name, prescription, dosage form, functional treatment, usage and daily consumption of tablets equal to the same as listed Chinese medicine, and in terms of safety, effectiveness, quality control is not less than the marketed Chinese medicine preparation.
new regulations require that such drugs be compared to the listed Chinese medicine production process of the same name and indicated whether they are consistent.
similar to the consistent evaluation of generic drugs, the same name is also very similar, mutual substitution.
analysts pointed out that after a detailed division of Chinese medicine, the track with volume procurement has been clearly defined.
, compared with the complex situation of the exclusive varieties, the same name prescription drugs, more likely to become the first batch of Chinese medicine belt procurement.
, we say that the first three types of new Chinese medicine research and development, will be the development of Chinese medicine enterprises opportunities.
2, about the academic marketing of Chinese medicine, is a need to use evidence-based data to speak the process.
From the look and see of Chinese medicine to the classic theory of Chinese medicine, we never doubt its value, but what is needed most now is to use the language of modern medicine and evidence-based medicine data to transmit product information to every doctor.
According to market statistics, 70% of the prescriptions for traditional Chinese medicine come from Western medicine doctors, 30% from Chinese medicine doctors, we believe that Chinese medicine doctors should know more about the rationale and treatment plan of Chinese medicine products, but from a marketing point of view, we need more, is to let the majority of Western medicine doctors to chinese medicine prescriptions, to produce greater confidence.
3, the development of enterprises, can not be separated from the operation of capital, we will participate in the development of enterprises, called the enterprise's "bend over-bus."
According to our statistics, as of December 2018, the size of the Chinese medicine industry in more than 20 million enterprises have more than 1500, more than 40 pharmaceutical companies completed the listing, which does not include Hong Kong-listed enterprises, such as Hebei's leading Chinese medicine enterprises Shenwei Pharmaceuticals, is the Hong Kong-listed enterprises.
In my lecture on a public class on Chinese medicine, I met the boss of a securities company, she told me that the securities company is very concerned about Chinese medicine enterprises, and the core of concern is the research and development of new products.
from the perspective of capital markets, new products and capital are accompanied by each other, that is, only innovation, will get more support, will stand out in the market competition.
chinese medicine is a treasure of our country, but in the process of development, Chinese medicine is also facing the same serious challenges.
like we are discussing today, Chinese medicine collection is about to open, how should enterprises deal with it? In the face of such a topic, we can think of cross-border, but want to cross the border and talk about how easy, at this moment, each Chinese medicine enterprise boss, shouldering not only the social responsibility of entrepreneurs, but also the chinese medicine heritage of the mission, we have to do is to adhere to, through persistence, to find their own way of development.
I think this sentence, is the current development of Chinese medicine enterprises.
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