The performance of traditional Chinese medicine injection enterprises is becoming worse and worse, and the industry reshuffle is accelerating

[pharmaceutical network industry trends] at present, under the impact of policies such as limited medical insurance, key monitoring of auxiliary drugs, and re evaluation after the injection goes on the market, the performance of traditional Chinese medicine injection enterprises is becoming increasingly ugly, and the industry reshuffle is accelerating Where will they go in the future? Industry data shows that from 2013 to 2017, the sales volume of traditional Chinese medicine injection in public hospital terminals (Beijing, Guangzhou, Nanjing, Chongqing, Chengdu, Xi'an, Harbin, Shenyang, Zhengzhou) in key cities increased year by year, and the annual growth rate fluctuated Since the second half of 2017, provinces have successively issued relevant documents on key monitoring drugs, with antibiotics, injection, especially traditional Chinese medicine injection and auxiliary drugs as the key monitoring objects By 2018, the State Food and drug administration has issued a number of announcements on the revision of the manual for a number of traditional Chinese medicine injection varieties, including Xuesaitong injection, Xueshuantong injection, Qingkailing injection, Yiqi Fumai injection (freeze-dried), gastrodin injection, Danshen injection, Shuanghuanglian injection, Chaihu Injection, Shenmai injection, etc It is also doomed that traditional Chinese medicine injections are going downhill In 2018, sales of traditional Chinese medicine injections dropped 13.11% year on year Among these traditional Chinese medicine injections, there are some familiar varieties Taking Danhong injection as an example, with the frequent adverse reactions and increasingly strict restrictions on the use of traditional Chinese medicine injection, Danhong injection was listed in the national medical insurance category B list in 2017, and was strictly restricted to the severe patients with clear evidence of acute attack of ischemic cardio cerebral vascular disease in secondary and above medical institutions At the same time, it is listed in the key monitoring by early warning, which also has a significant impact on the performance of relevant production enterprises For example, from 2013 to 2015, the sales volume of Danhong injection, the main product of step pharmaceutical, was 11.352 billion, accounting for more than 30% of its revenue and more than 40% of its profit By 2018, the annual report of the company showed that the annual sales volume of Danhong injection and the actual purchase volume of medical institutions had declined significantly Danhong injection is only a microcosm of the limited use of traditional Chinese medicine injection, and many traditional Chinese medicine injection enterprises are affected by the limited products, and even the profits are greatly reduced, so the life is more and more difficult For example, Xingnaojing injection and Shenmai injection, the leading products of Dali pharmaceutical industry, are limited to the purchase and use of secondary and above medical institutions within the scope of medical insurance payment, and their performance is affected The main product of Kunming Pharmaceutical Group, Xuesaitong freeze-dried powder needle for injection, was also included in the scope of limiting the use of hospitals above level II Affected by this, the sales volume of this product decreased by 26.13% in the first half of 2018 Zhongheng group said that sales of traditional Chinese medicine injections are facing challenges due to the tightening of policies on traditional Chinese medicine injections, restrictions on the use of new medical insurance, key monitoring and other restrictions The sales of its blockbuster product Xueshuantong for injection decreased by 21.1% year on year in 2018 Some pharmaceutical companies also pointed out that the main products failed to enter the national essential drugs catalogue (2018 Edition), which may be at a disadvantage in the market competition compared with the similar drugs that have entered the catalogue, and will have an impact on the profits of the enterprises   It can be seen that the shuffling of traditional Chinese medicine injections is intensifying, but from a positive point of view, although some of the main ingredients are not clear, and the effectiveness and safety of the unknown traditional Chinese medicine injections are out of the market, the traditional Chinese medicine injections with guaranteed efficacy and safety can still remain When small enterprises are forced to leave the market, the remaining enterprises are expected to occupy the market of division vacancy Get the chance.