Under the appearance of multiple differentiation of the industry, these three areas of pharmaceutical enterprises layout focus

"Pharmaceutical Network Market Analysis" In recent years, with the normalization and institutionalization of drug collection and collection work organized by the state, a number of pharmaceutical companies began to accelerate the withdrawal or "elimination", there are a number of pharmaceutical companies increasing market share, and a number of pharmaceutical companies to consider transformation ... From the above comprehensive point of view, the reshuffle of pharmaceutical companies is already in progress, and at the same time show the trend of multiple differentiation.
multiple differentiation of the pharmaceutical industry appears, these three areas of pharmaceutical enterprises layout focus (photo source: pharmaceutical network) in order to cope with this change, domestic pharmaceutical companies have begun to adjust their development strategies, in the industry in a number of areas of layout.
the author combed the relevant announcements and development plans of pharmaceutical enterprises in recent years, found that these three areas have become the focus of the layout of pharmaceutical enterprises.
, the integration of raw materials and pharmaceutical preparations into a winning market key in recent years, the pharmaceutical industry reforms superimposed on each other more and more effective, the impact on the pharmaceutical industry is also expanding.
such as volume procurement, health insurance payment method reform, etc. have further aggravated the industry's survival of the fittest, the strong are strong, the weak are accelerated elimination trend is becoming more and more obvious.
, if pharmaceutical companies want to have core competitiveness, they must return to the clinical value of drugs and change the traditional way of profit distribution in the pharmaceutical industry.
, especially in the process of drug enterprise transformation, we need to fully understand where profits are mainly located and avoid excessive competition.
, the choice of the right runway will be very important, some industry experts after analysis that in the short term, API-preparation integration of enterprises can better counter policy risks.
and with the expansion of the pilot, the cost advantage of the integrated enterprises of "raw materials and preparations" will be more concentrated.
in fact, many pharmaceutical companies are now also layout this area.
such as Guangshengtang plans to raise about 500 million yuan in a non-public offering for "the construction project of the integrated production base of API preparations" and "the construction project of ZTE preparation workshop in Jiangsu Province".
, Oxiang Pharmaceuticals also plans to raise a total of no more than 350 million yuan for the construction of production bases for specialty API and key pharmaceutical intermediates.
Through consistent evaluation, improve market competitiveness in accordance with relevant national policies, through consistent evaluation of drug varieties, will be appropriately supported in the payment of health insurance, while medical institutions should give priority to procurement and clinical priority selection.
the drug company's varieties through consistent evaluation, is conducive to improve the market competitiveness of the drug, to the company's performance to bring better impact.
based on this, the vast number of pharmaceutical companies have also begun to speed up the evaluation.
incomplete statistics, in the first half of 2020, 12 enterprises have adopted or as if the number of drugs evaluated by consistency is more than 4.
, Qilu Pharmaceuticals in the first half of a total of 12 drugs through consistent evaluation, become a "big winner."
Industry believes that in the "three" has become a large number of generic drug approval is suspended from the network of important critical points, as well as with the national collection and provincial-level production of continuous implementation, a large number of non-evaluation of generic drugs will accelerate the gradual de-marketing background, generic drug companies need to carefully do a good job strategy, consider their own survival strategy, as soon as possible to do a good job of transformation and upgrading.
especially in a variety of small market, many competitors, over-rated enterprises full of three, you can consider discontinuing production.
to increase innovation efforts, take the road of imitation combination in recent years, with the continuous deepening and expansion of volume procurement, the industry generally believes that generic drugs "micro-profit era" has arrived.
, generic generics without technical barriers will gradually return to manufacturing profit levels, and the era of "high gross margins" for generics is coming to an end.
, the industry believes that high-tech barriers to generic and innovative drugs will become the future direction of pharmaceutical companies.
understood that at present, a number of leading pharmaceutical enterprises have already begun to "abandon" the general generic drug projects, high imitation, innovation into the new direction of enterprise development.
Such as Hengrui Pharmaceuticals in the summer of 2018 to stop the general generic drug program, the relevant officials also said at an industry conference on October 9, 2019, to change the survival of enterprises, more competitive advantage, we must take the road of innovation.
addition, many well-known pharmaceutical companies, including Zhengda Tianqing and Colum Pharmaceuticals, have also accelerated the transformation from "imitation combination" to "imitation combination".
70% of the new projects in 2019 are innovative drugs.
Now, Zhengda Tianqing has formed an average annual investment of 1.5 billion yuan in scientific research, research and development team of 1500 people, more than 250 innovation patterns in research projects, it is expected that a few years later each year to market an innovative drug will also be realized.