The third batch of national mining landed in November, the performance of pharmaceutical enterprises will be affected?

"Pharmaceutical Network Market Analysis" So far, Shanxi, Gansu, Jiangsu and other at least 10 provinces and municipalities have been determined to start on November 1 to implement the third batch of national harvest results.
the current industry is more concerned about the issue is, under the normalization of collection, drug companies will be affected? Judging from the impact of the first two batch collections on pharmaceutical companies, the company's performance differentiation is intensifying.
For example, Huahai Pharmaceutical's net profit in the first half of this year increased by 72.77 percent year-on-year, one of the main reasons for the surge in net profit is that with the promotion of centralized procurement by the state, the company relies on the opportunity to expand the alliance region, product market coverage has been rapidly improved.
it is understood that in the three batches carried out in the country, Huahai Pharmaceuticals won the bid of 7, 2 and 3 varieties, a total of 12 varieties won the bid.
first-half net profit fell 30.95 percent year-on-year.
of the reasons for the decline in net profit reported in the
report were the loss of the Swisshvastatin expansion, the reduction in the price of the Simvastatin collection, and the decrease in the company's sales revenue.
industry pointed out that, with the full spread of the collection, the competition of the same category of products is bound to intensify, the performance of the winning enterprise is relatively good, but a round of collection of winning bid does not mean that the market share has been maintained.
Because although my pharmaceutical companies can enter the collection through the principle of "quantity for price", but the winning bid does not mean that we will be able to enter the terminal sales, if the drug in the collection through price reduction breakout, terminal sales can not keep up, the drug sales performance will also be hit.
But under the trend of normalization of collection, the industry believes that the role of drug collection on the performance of enterprises is also changing, "the market has a fuller expectation of collection, drug collection on the performance of pharmaceutical enterprises and market sentiment gradually weakened."
" at the same time, for domestic pharmaceutical companies, the collection is also its "bend over-the-top" opportunity, because the volume of procurement reduces the promotion costs and sales costs of enterprises.
this, industry recommendations can focus on the collection of large varieties of related enterprises to bring challenges and opportunities.
, many pharmaceutical companies believe that the promotion of the third batch of mining is conducive to the growth of the company's performance.
for example, the hydrochloric acid bromosine dispersion tablets, hydrochloric acid fluoroxitin capsules, hydrochloric acid tansorosin slow release capsules and apixaban tablets were successfully successfully won in the third batch of collection.
company said that the collection agreed to purchase volume, and in the country-wide simultaneous implementation.
the implementation of the medical institutions to give priority to the use of centralized procurement of selected varieties, and ensure the completion of the agreed procurement volume.
If the company subsequently signed a procurement contract and implementation, will be conducive to further expand the sales of related products, improve market share, promote the company's product market development, enhance the company's brand influence, the company's future operating results have a positive impact.
Is not unique, in the third batch of mining, East China Medicine's Anazole tablets (1mg), dopamine tablets (10mg) double winning the bid, the company believes that is conducive to the rapid release of sales of two products, has a positive impact on the operation.
it is worth mentioning that, in the face of the complex internal and external environment, East China Medicine is also focused on the collection of external market power.
, for example, the original hospital market was hit by the loss of the Acapo sugar chip collection in the second quarter.
However, the company believes that there is still a lot of room for growth in markets other than the Acapo sugar chip market (including grass-roots and community markets, private hospitals, OTC markets) and will use the advantages of the marketing team to aggressively expand the grass-roots, out-of-hospital and retail markets.
the company's second-quarter results were also evidenced by a 2.74 per cent rise in second-quarter operating income and a 3.67 per cent drop in net profit.