The results of the third batch of collection selection attracted investors' attention, can the winning enterprise buy it?

Pharmaceutical Network Pharmaceutical Stock Market: 55 varieties, 189 pharmaceutical companies, 44 billion yuan market size, the average price reduction of the proposed winning products 53%.... At present, in the third batch of national organizations of drug centralized procurement work to be selected results announced at the same time, whether the winning company can buy and buy has also attracted the attention of investors and hot discussion.
investors believe that the recent adjustment of the pharmaceutical sector, for fear of conduction effects, or wait and see the end of the adjustment.
There are also investors said that the price reduction of this collection is quite large, for the enterprises that did not bid can be said to be nakedly short, but for the winning bid of the enterprise is a big profit, after all, market share and other greatly improved, the future strong, can continue to pay attention to the leading such as Huahai Pharmaceuticals.
In addition, some investors believe that the collection has landed, no expected poor, excess earnings weakened, but the second half of the pharmaceutical sector to pay attention to the opportunity still exists, the adjustment of the health insurance catalog, innovative drug health insurance negotiations are more attention to the direction, and with volume procurement, each price reduction in the strengthening of pharmaceutical companies must develop innovative drugs industry trends and investment logic.
21, the pharmaceutical index rose sharply, as of the morning close, the Chinese medicine index rose more than 1.5%.
, the production of recombinant insulin similars technology leading enterprises Ganli Pharmaceuticals in the 20th after a big rally.
that in July, there were market rumors that insulin would be added to the national drug collection list, resulting in a sharp drop in the company's share price.
from the results of the third batch of collection selection, insulin was not included in the collection list, Ganli Pharmaceuticals was also able to recover lost land.
to be selected for procurement of Jianmin Group in the early hours of the 21st hit a halt, as of the release, up 9.95 percent.
Jianmin Group announced on the evening of August 20, the company's wholly-owned subsidiary Ye Kai Thai pharmaceutical products left ethyl laxitan oral solution to select the third batch of national drug centralized procurement, the company in April 2020 won the National Drug Administration The "Drug Registration Approval" of the oral solution of Zuo-irasitan approved by the Bureau has not yet been sold, and the expected number of selected products is expected to earn 11.93 million yuan, accounting for about 1% of the company's 2019 pharmaceutical industry revenue.
10.04 percent as of the time of writing.
Yanyuan Pharmaceuticals announced on the morning of the 21st, the company and subsidiaries Hailisheng Pharmaceuticals, Jiayi Pharmaceuticals has been through generic drug quality and efficacy consistency evaluation of the drug ammonia hydrochloride bromosin dispersion tablets, hydrochloric acid fluoroxitin capsules, hydrochloric acid Tansorosin slow release capsules and apixaban tablets participated in the third batch of UNTAC procurement tender work.
the results of the proposed national centralized procurement of drugs issued by the Joint Procurement Office, the above-mentioned drugs are intended to be the winning bid of this centralized procurement.
it is learned that the proposed winning product tansorosin hydrochloric acid tansorosin slow release capsules, hydrochloride bromosine dispersion tablets 2019 sales revenue of 147 million yuan and 470.152 million yuan, respectively, Accounted for 12.96 percent and 4.15 percent of the company's 2019 operating income;
if the company subsequently signed a procurement contract and implementation, will be conducive to further expand the sales of related products, improve market share, the company's future operating performance has a positive impact.
industry said that the impact of centralized procurement is limited, and has been reflected in the previous price.
procurement will squeeze out drug prices, in the short term depressed the profits of pharmaceutical companies, but for the vast number of people using it is to reduce the burden of drug costs.
medium- and long-term, with the release of winning varieties, the original market share of pharmaceutical companies will be improved profits, "barefoot" enterprises are expected to achieve "bend over-the-ride."
and with the normalization of collection, the product line rich, innovative ability of the leader is more worth looking forward to.