The result of "4 + 7" expansion was settled, and the stock price of out of office pharmaceutical companies fell sharply

[pharmaceutical network Pharmaceutical Stock Market 】September 24 is destined to be an important day for the pharmaceutical industry The results of the nationwide expansion of 4 + 7 volume procurement are partially published Shanghai Sunshine pharmaceutical purchasing network released the results of the nationwide expansion of the pilot National Organization for centralized procurement and use of drugs There are 77 enterprises in the alliance procurement, 45 enterprises to be selected, 60 products to be selected and 25 "4 + 7" pilot drugs to be expanded All of them are successful Compared with the purchase price of the alliance region in 2018, the price to be selected in the pilot project will be reduced by 59% on average, and 25% on average compared with the price level of "4 + 7" pilot project As of the evening of September 24, a number of bid winning enterprises have released the announcement on the drug selection Among them, Huahai Pharmaceutical Co., Ltd and Hyundai Pharmaceutical Co., Ltd all won the bid On the contrary, it was a little lonely that before yesterday's competitive bidding, Zhuhai United Pharmaceutical Co., Ltd., Anhui ankehengyi Pharmaceutical Co., Ltd and Borui pharmaceutical Xintai Pharmaceutical Co., Ltd chose to abandon the bid as "not present" In addition, some of the original bid winning enterprises, due to insufficient price reduction, dropped the bid For example, the winning enterprise of clopidogrel's last round of centralized mining, xinlitai, was out due to the high price of this round Whether the enterprise wins the bid or not, in addition to having an important impact on the future development of the enterprise, has also caused a bloodbath in the capital market On the day of the election results, both A-share and Hong Kong Pharmaceutical stocks experienced a rare earthquake in the year For example, the opening of Enhua pharmaceutical fell sharply in the afternoon of the 24th, and the share price was hit to the limit one hour later, and maintained to the close, with a daily turnover of 596 million yuan; in addition, China's biopharmaceuticals, tailing pharmaceutical, Sansheng pharmaceutical, etc also experienced a sharp decline In the afternoon, the volume of xinlitai fell sharply to close down 9.44% There is also Beijing new pharmaceutical industry, which kept falling to close after a sharp dive in the same day However, while the pharmaceutical stocks of out of business enterprises fell sharply, the stocks of some winning pharmaceutical enterprises also rose against the trend It is reported that the seven varieties of "irbesartan tablets, irbesartan hydrochlorothiazide tablets, losartan potassium tablets, fosinoprina tablets, lisinopril tablets, paroxetine hydrochloride tablets and risperidone tablets" that Huahai Pharmaceutical Co., Ltd participated in the bidding were all awarded the bid As a result, the stock price of Huahai pharmaceutical rose sharply in the afternoon, up 2.98% as of the closing In volume procurement, the winning result of petrochemicals was relatively good, so Hong Kong stock Petrochemicals Group rose sharply after falling more than 5% in the session It was robbed of funds all the way, reporting an increase of 8.54%, and steadily rose more than 13% in the session For the impact of the bid winning result on listed companies, industry insiders said that it is difficult to improve the negative sentiment of investors in the short term, and enterprises will certainly be affected by some negative effects Because the factory price of most listed companies is about 30% of the sales price, if the sales volume can be supplemented by expanding market share after price reduction, the impact of short-term performance is not particularly large However, in the long run, with the continuous carrying out of volume procurement, it will inevitably lead to changes in the pharmaceutical industry, and small and medium-sized enterprises with low degree of specialization, small production scale and high operating costs will be more affected In the future, intensive and large-scale development of the industry will become the norm The industry of generic drugs will speed up the reshuffle In the future, it is expected to create a new leader of innovative R & D and high barriers to generic drugs Innovation will become the driving force for the development of the industry.