Under the normalization of collection and harvesting, domestic substitution has accelerated the transformation of multinational pharmaceutical companies

Under the background of the normalization of mining, great changes have taken place in China's pharmaceutical industry.
Especially after several rounds of collection, the direction of the original research expired drug price reduction has been very clear, and this is in China's multinational pharmaceutical companies are producing a series of effects, specifically in the performance of multinational pharmaceutical companies.
, Pfizer reported third-quarter financial results, with global revenue of $12.131 billion, down 4 percent from a year earlier.
its biopharmaceutical division grew 4 percent in the third quarter to $10,215 million.
, however, revenue fell 18 per cent year-on-year.
, Pfizer's generic brand and generics division, reported sales of just $1,916 million in the third quarter.
, Pfizer explained that the impact of Liputo and Live Hi did not enter the drug collection, Puqiang China's performance fell.
this is Puqiang's Liputo, Live Hi after exiting the collection, the first disclosure of sales fell year-on-year.
the start of the national drug collection in 2019, Puqiang these two star varieties due to the price reduction is not in place, but failed to enter the collection.
, it is not just Pfizer that is affected by drug collection.
same day, Sanofi's third-quarter earnings announcement also said that Polyvi, Ambovi and Amoli products were affected by drug collection, with sales down 64.1 percent, 37.8 percent and 44.4 percent, respectively.
Sanofi's third-quarter revenue also fell 8.9 percent from a year earlier to $775 million.
note that, in addition to the decline in sales caused by the failure of drugs to be collected, the performance of multinational pharmaceutical companies entering the collection has also declined.
such as in the second batch of national collection, Bayer Akapo sugar (commodity name: Bai Tangping) at ultra-low prices to obtain the collection qualification, which has attracted widespread attention in the industry.
But in the 2020 Q1 results, Bayer's first-quarter revenue in China's pharmaceutical business declined, and Bayer explained that it was due to market expectations that the bulk purchase prices of Baitang and Baifule would be lower from April 1, resulting in a delay in demand in the first quarter.
industry believes that the decline in the performance of many multinational pharmaceutical companies proves that, with the collection of drugs into normal, imported raw drugs have gradually lost the main share of the public hospital market.
the future pharmaceutical market, the income of multinational pharmaceutical companies to import raw drugs will be diluted.
fact, after three national harvests, the current multinational pharmaceutical companies have a clear understanding of china's pharmaceutical policy orientation, such as volume procurement, and are also thinking and adjusting.
, for example, more and more multinational pharmaceutical companies are now paying attention to the market outside the market.
To Pfizer as an example, after the collection of the target, it has done a re-analysis of the relevant strategy, made a "one product, two regulations, three dosage forms" strategy to help hospitals establish a reasonable drug use catalog, suggested that it retain a national collection of varieties, and then retain a original drug species.
on the one hand, to ensure that medical institutions can complete the task of national collection, on the other hand, when the supply of drugs collected by the state is not available, or high-end patients have the demand for original research drugs, their own varieties can complement the needs of patients.
In addition, AstraZeneta has chosen to actively expand its business, has been in nearly 10 disease areas with various partners in the industry to develop the overall solution, but also in the field of Chinese medicine has made an attempt to sign an agreement with Green leaf pharmaceutical group to obtain its blood lipid kang capsule products in Chinese mainland's exclusive promotion rights.
, in addition to actively layout the market outside the market, multinational pharmaceutical companies are also further accelerating the development of innovation, accelerate the introduction of innovative drugs.
to this, industry analysts believe that, with the domestic generic drugs into the era of micro-profits, will force domestic and foreign pharmaceutical companies to accelerate the pursuit of business transformation, actively looking for opportunities for off-court market cooperation, and at the same time focus on new drug research and development innovation.
this background, will bring about a series of personnel changes due to business development, the future may trigger a major personnel adjustment in China's pharmaceutical industry.