In the future, with the overall support of national policies, there are still opportunities
for the valuation of traditional Chinese medicine.
The industry said that it continues to be optimistic about the long-term opportunities of traditional Chinese medicine, and is optimistic about the three major directions of the traditional Chinese medicine sector: classic prescriptions, brand OTC, and traditional Chinese medicine diagnosis and treatment services
.
First of all, classic famous parties refer to some traditional time-honored enterprises with historical inheritance and better resource endowments; The other is brand OTC (over-the-counter drugs), which mainly refers to out-of-hospital sales and pharmacy sales, but may lack some resource endowments, more rely on brands, brand image and channel marketing capabilities established by modern marketing, to do some products of brand promotion; There is also a category of traditional Chinese medicine prescription drugs, which correspond mainly to products that need to be sold with a prescription in the hospital; There are also traditional Chinese medicine diagnosis and treatment services, and in recent years, we have seen some chain companies appear such services
.
In the past two years, the traditional Chinese medicine industry has undergone substantial changes
in terms of policy support and industry fundamentals.
It is understood that with the "14th Five-Year Plan" period of China's revitalization and development of traditional Chinese medicine to the national strategic level, from top-level design to specific measures, in the past two years, the state has successively introduced important policies involving medical insurance payment, optimization of the review and approval system, encouraging traditional Chinese medicine innovation and talent development, etc.
, to comprehensively promote the rapid development of
the traditional Chinese medicine industry.
With the support of the policy, the marketing approval speed of innovative Chinese medicine drugs has accelerated significantly, and a total of 22 innovative Chinese medicines have been approved from 2016 to 2021, of which 12 were approved in 2021, exceeding the total from 2016 to 2020
.
With the continuous approval of new Chinese medicine drugs, a large number of pharmaceutical companies have increased their enthusiasm for innovation, increased their research and development efforts and investment layout of new Chinese medicine drugs, and also driven the Chinese medicine industry to move towards standardization and
scientificity.
In the face of the future, the long-term logic of the traditional Chinese medicine industry is still being strengthened
.
From the perspective of policy, policy dividends are still continuing
.
For example, on December 23, the General Department of the State Food and Drug Administration publicly solicited opinions on the Regulations on the Protection of Varieties of Traditional Chinese Medicines (Draft Revisions for Comments), which mentioned that the state implements hierarchical protection
of varieties of traditional Chinese medicines.
Analysts pointed out that the protected varieties of traditional Chinese medicines will usher in five major advantages, including exclusive market protection, connection with the list of basic drugs, connection with medical insurance policies, connection with commercial insurance policies, and reasonable "high quality and high price"
supported by the state.
From the perspective of market demand, the demand for traditional Chinese medicine has great
potential.
Analysts pointed out that in the era of aging population, the elderly chronic diseases represented by cardiovascular diseases, heart disease and diabetes will increase significantly, and traditional Chinese medicine has more functions in prevention, conditioning and health care than Western medicine, and has both pharmaceutical attributes and consumption attributes, and the public awareness and market coverage of some brands of traditional Chinese medicine OTC will gradually increase, which will help to increase
valuation.
The traditional Chinese medicine market will face huge development opportunities, so how should we operate as business managers to seize these opportunities? Some insiders said: on the one hand, improve the product evidence-based and dock modern medical concepts
.
The person pointed out that in recent years, the clinical dosage of proprietary Chinese medicines has decreased, mainly due to the lack of clinical evidence-based data, and it is difficult to connect Chinese medicine theory with modern medicine in an orderly manner, which leads to limited or even disagreement
with doctors' understanding of Chinese medicine.
On the other hand, from inside the hospital to outside the hospital, strengthen the exploration
of new marketing models.
In addition, it is necessary to strengthen the management of large customers and do a good job in market access
.
The traditional Chinese medicine industry is ushering in a golden period of development, with good long-term prospects, and next year will still be an important investment direction
for the market.
From a short- to medium-term perspective, the Chinese medicine industry has both the two main logics of valuation improvement and marginal improvement in fundamentals, so the overall performance of the Chinese medicine industry in the short term will be stronger than that of the pharmaceutical industry as a whole
.
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