This year, China's drug market will be a rare negative growth, innovative drugs ignited the future growth engine.

Introduction: Drug retail market, capital market, innovative drug market has attracted much attention, releasing the social pharmacy value highlights, large health industry investment blowout, the accelerated commercialization of innovative drugs and other signals.
. August 13th, on the opening day of the 2020 Xipu Conference on the theme of "Day by Day - A New Era of Health Management for the Full Life Cycle", macro-environmental analysis, policy research and interpretation, market panoramic insight, heavy data release, excellent speech report, forum exchange collision... A thought feast came, drug retail market, capital market, innovative drug market has attracted much attention, released the social pharmacy value highlights, large health industry investment blowout, the commercialization of innovative drugs and other signals.
opening ceremony in Boao, Hainan Province.
The value of social pharmacies highlights the latest data on the drug market released by Zhongkang CMH, showing that in 2019, the total size of the entire Chinese pharmaceutical market (excluding medicinal herbs, Chinese medicine tablets and formula particles) reached 1.82 trillion yuan, an increase of 8.9% over 2018, a rebound from the previous year.
1: The size of the 400 million yuan across the country's drug market was affected by the outbreak, and in the first quarter of 2020, the drug terminal market declined sharply.
expected China's drug market to be about 1.78 trillion yuan in full 2020, down 2.3 percent from 2019, with a rare negative growth.
, in 2019, the grade hospital market accounted for 68.9% of the total drug market, and retail pharmacies accounted for 18.8% of the total drug market.
Figure 2: In the 100-channel market share retail market, the overall size of retail terminals continued to increase, reaching 455.5 billion yuan in 2019, an increase of 4.7% in 2019, with a slight slowdown in growth.
figure 3: National retail pharmacy terminal size and growth rate (MAT: rolling annual data) as an important part of the ecology of the large health industry, social pharmacies are natural health education places, in the life cycle of health management plays a very important role.
of the epidemic, social pharmacies as the supply of medical supplies network the most, access to the strongest window, the role is more prominent.
, LED by epidemic prevention-related drugs, protective products and anti-killing products, MAT2020Q1 retail pharmacy terminal sales amounted to 461.6 billion yuan, up 4.9% YoY.
with the dynamic adjustment of the medical insurance catalogue, the separation of medicines, the gradual landing of national procurement and other medical reform policies, the importance of the drug retail market will be further enhanced.
health industry investment blowout health industry is related to the national economy and people's livelihood of the basic and strategic industries, in line with the requirements of human development and the development of the times, favored by investors.
statistics, the current global stock market value, the market value of large health industry-related stocks accounted for about 13% of the total market value.
, especially in developed countries, the large health industry has become a powerful driving force for the growth of the entire national economy.
"Healthy China 2030" program outline, china's total health service industry will reach more than 8 trillion yuan by 2020 and 16 trillion yuan by 2030.
experienced the epidemic of this national health education, the demand for large health industry ushered in a major upgrade, large health industry has become a new growth pole, major cities compete to build large health industry clusters, 1000 large health industry investment boom.
The capital summit also reflects the investment boom in the large health industry from the side, not only the scale of participation is at a new high, but also the market value of listed companies participating in the meeting is also a new high, accounting for about half of the total market value of the A-share pharmaceutical sector.
health has been the focus of attention in China's capital markets, with 10.79 per cent of equity investment in 2019, the second-highest of any industry, according to health data.
is not difficult to foresee, with the arrival of a new era of health management throughout the life cycle, as a potentially huge sunrise industry, large health industry investment is expected to usher in a blowout.
the commercialization of innovative drugs accelerates in the ecology of the big health industry, innovative drugs can be said to be the pearl of the industry, is a huge potential incremental market, is becoming a new growth engine of the industry.
years, benefiting from the reform of China's drug review and approval system, the number of innovative drugs approved in China has increased significantly, the time of approval has been significantly shortened, and China's innovative drugs ushered in a period of rapid development.
, the State Drug Administration issued the "2019 Drug Review Report" shows that in 2019, the Drug Review Center accepted a total of 700 applications for registration of one class of innovative drugs (319 varieties), the number of varieties increased by 20.8% compared to 2018.
the approval and approval of the drug, in 2019, the Drug Review Center reviewed 10 varieties of the listed 1 class of innovative drugs, and reviewed 58 varieties (including new adaptations) of imported original drugs.
driven by many positive policies, not only is the market of innovative drugs accelerating, but the commercialization of innovative drugs is also accelerating.
ability to commercialize innovative drugs is becoming more and more critical in the future market competition, whether it is health care negotiations, channel selection, or academic promotion, are facing new changes brought about by the new rules of the game.
health care negotiations have become a compulsory course for the commercialization of innovative drugs.
years, more and more innovative drugs have been negotiated into the health-care list.
In last year's medicare catalog adjustment, 70 new drugs were negotiated to be included in the National Health Care Drug Catalog, and the most successful drugs negotiated were new and of high clinical value in recent years, sending a clear signal of support for drug innovation.
addition, the growing maturity of DTP pharmacies provides a new channel for the commercialization of innovative drugs.
Compared with the entry of innovative drugs into the hospital market through a series of admission links, such as tender procurement, hospital procurement list, physician prescriptions, DTP pharmacy's time-available advantages are obvious, is attracting more and more innovative pharmaceutical companies to participate.
at the same time, health commercial insurance, an important supplement to the payment side, is also on the rise.
2019, the original insurance premium income for health insurance was 706.6 billion yuan, up 29.70 percent year-on-year, according to the China Banking Regulatory Commission.
first half of this year, health insurance premium income reached 400.3 billion yuan, up 16.5% YoY, continuing to maintain high growth.
, as an important supplement to medical insurance, can promote the coordinated development between medical insurance, the pharmaceutical industry and medical services, and contribute to the rapid commercialization of innovative drugs for the benefit of the vast number of patients.
China Health Industry Ecological Conference, Xipu will provide industry prospects and market hot spot analysis every year.
the current indications, the construction of the whole life cycle health management model is the best way for the health industry to upgrade and realize the optimization of the supply side.
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