[Zhou Jun] 77 pharmaceutical companies are in the storm of inspection; 16 senior managers of pharmaceutical companies resign; 1.8 billion level products are "cold"; another two provinces follow up 4 + 7

This week's highlights: 1 Finance Bureau and medical insurance bureau "two swords work together", 77 pharmaceutical enterprises have sunk into the examination storm of more than 200 million value products, but 18 of them have been neglected 3 Inner Mongolia takes the lead, followed by Hebei, and the two provinces follow up 4 + 7 4.5 Another wave of resignations is coming in The General Administration wants to hear about finance + medical "two swords work together", and 77 pharmaceutical enterprises have sunk into the examination storm The official website of the Ministry of Finance announced on June 4 that it will carry out the quality inspection of accounting information in the pharmaceutical industry in 2019 between June and July Previously, the Ministry of finance, together with the state health insurance bureau, randomly selected 77 pharmaceutical enterprises and listed them in the inspection list Its purpose is to "analyze the composition of cost and profit from production to sales of drugs, reveal the formation mechanism of drug price, so as to fundamentally control the problem of high drug price The absolute reality is implemented to "the authenticity of expenses", "the authenticity of cost", "the authenticity of income", "whether the salary payment of marketing personnel is compliant", etc In fact, since May 2019, after the listed pharmaceutical companies issued the 2018 financial statements, the Ministry of finance has started to have the meaning of moving pharmaceutical companies Therefore, more than ten pharmaceutical companies have received the post audit inquiry letter about the 2018 annual report from Shanghai Stock Exchange Including Kangenbei pharmaceutical, Yibai pharmaceutical, Bubu pharmaceutical, Dali pharmaceutical and other large enterprises, which is not the meaning of catching small fish and shrimp This supervision work is just the follow-up of the inquiry event of Shanghai Stock Exchange Among the 77 pharmaceutical enterprises that have accepted the spot check, there are two types: one is subject to the inspection of the regulatory authority; the other is subject to the inspection of the local finance department Among them, there are 15 enterprises inspected by the Supervision Bureau of the Ministry of Finance and 62 enterprises inspected by the local finance department Each provincial and municipal finance department (31 provinces and cities) is responsible for 2 enterprises In this supervision list, there are 28 A-share listed companies, including Sanofi, Shiguibao, Lilai and other multinational pharmaceutical companies, Fosun Pharmaceutical, Hengrui pharmaceutical, Changbu pharmaceutical, Tianshili and other domestic main forces, as well as state-owned enterprises such as Shanghai pharmaceutical, China Resources Sanjiu and Guoyao It's not hard to see that the enterprises in this spot check are all equally and comprehensively covered no matter from any angle On June 3, CDE released the 22nd batch of generic reference preparations, involving 495 drugs, 231 of which belong to injection / injection, involving 82 varieties Of the 82 varieties, 64 have been evaluated for the consistency of enterprise layout, among which 23 varieties have declared more than 2 enterprises, while 18 varieties have not From the perspective of enterprise application, 64 varieties involve 57 pharmaceutical enterprises (by group) Enterprises with more than 5 varieties applied for include Kelun pharmaceutical, Qilu pharmaceutical, Yangzijiang pharmaceutical and Zhengda pharmaceutical Among them, Kelun pharmaceutical takes the lead in applying for 9 varieties At present, among the enterprises applying for injection consistency evaluation, Kelun pharmaceutical has 35 varieties, which are far ahead in the application process However, in such a competitive market, there are 18 products that are ignored There are three possible reasons for the prediction: 1 The market competition is too big, the monk is more than the meat is less, resulting in the rapid reduction of market share, and the cost-effectiveness of earlier market investment is not high 2 The trend of drugs is declining, the market sales in recent years are declining, the future prospect is unpredictable, and we should be cautious about whether the investment will have a good return 3 The small number of approved manufacturers may also be one of the reasons In order to deepen the reform of the medical and health system and improve the mechanism of drug price formation, it is proposed to select some cities as pilot cities to carry out price linkage work with volume and settlement for selected drugs in the centralized purchase of "4 + 7" urban drugs organized by the state It is expected that four cities will implement the "4 + 7" price linkage as a pilot, because it is volume procurement, so in order to ensure the accuracy of consumption, it is necessary to count the actual procurement volume of each hospital in 2018 and the planned procurement volume in 2019 Ma Xiaowei, director of the National Health Commission, said in an interview with China Securities News on March 12 at the Great Hall of the people that "4 + 7" volume procurement will further expand its scope and gradually promote it to the whole country This is not the case Hebei Province has also started the bottom-up statistics of 4 + 7 selected drugs later Moreover, the survey statistics of Hebei Province are different from those of the four pilot cities in Inner Mongolia The survey statistics range of Hebei Province is for medical institutions at all levels in the province, including 25 varieties selected in the pilot drug centralized purchase and use organized by the state It is clear that the use amount in 2018 natural year and July 1, 2019 need to be counted The estimated usage by June 30, 2020 will be reported online before June 5, and the cities will be summarized and reported to the provincial health insurance bureau before June 6 The behavior of non pilot provinces and cities also fully defined the overall thinking of national organization, alliance procurement and platform operation As for the pilot cities, since April 1, all the pilot implementation work in 11 cities has been started, 27.31% of the total agreed procurement has been completed by 24:00 on April 14, and the completion status is much faster than expected In May, the resignation boom of 16 pharmaceutical executives "Jin San Yin Si" just passed, and another 16 pharmaceutical executives resigned in May Details are as follows: on May 30, Hyundai pharmaceutical changed its CFO, Hyundai pharmaceutical announced that Mr Li Hao, CFO, applied to resign as CFO due to job transfer, and will not hold any post in the company after resignation At the same time, the company appoints Mr Zu Jing as the chief financial officer of the company, whose term of office shall be from the date of deliberation and approval of the board of directors to the date of expiration of the term of office of the board of directors On May 28, Northeast Pharmaceutical announced that Mr Wu Tao, deputy general manager, applied to resign from the position of deputy general manager of the company due to personal reasons After his resignation, Mr Wu Tao still holds other positions in the company On the same day, Northeast Pharmaceutical appointed Mr Zhang Zhengwei as the vice general manager of the company On May 9, Northeast Pharmaceutical announced that Mr Ji Yong, general manager of the company, had applied to resign as general manager due to the change of work After leaving as general manager of the company, Mr Ji Yong still holds other positions in the company At the same time, Mr Zhang Lidong, Secretary of the board of directors of the company, applied for resigning as secretary of the board of directors of the company due to the change of work After resigning as secretary of the board of directors of the company, Mr Zhang Lidong still holds the post of deputy general manager and chief financial officer of the company On May 25, the resignation of independent director of first pharmaceutical Co., Ltd announced that Ms Liu Tao, an independent director, requested to resign from the position of independent director of the eighth board of directors, director of Audit Committee of the board of directors and other special committees under the board of directors due to her personal reasons After resigning, Ms Liu Tao will no longer hold any post in the company On May 24, Kangzhi pharmaceutical announced that Mr Hu Feihong, a director of Kangzhi pharmaceutical, had been appointed as the head of Foshan branch of Dongguan Securities Co., Ltd due to his original term of office until December 22, 2019 According to relevant regulations, he proposed to resign as a director, member of the audit committee and member of the strategic committee of the company After resignation, he will no longer hold other positions in the company On May 23, Panlong pharmaceutical announced that Xie Xiaofeng, deputy general manager, resigned as deputy general manager of the company due to personal reasons After resigning from the company's deputy general manager, Mr Xie Xiaofeng continued to serve as the company's director and member of the remuneration and assessment committee of the board of directors On May 22, the resignation of the independent directors of Changsheng biology announced that the independent directors Mr Shen Yi and Mr Ma Dongguang resigned from the company's independent directors, members of the professional committee of the board of directors and other relevant positions due to the expiration of their three-year terms of office After resigning, Mr Shen Yi and Mr Ma Dongguang will no longer hold any post in the company On May 22, the chairman of Nanhua biology resigned Nanhua biology announced that the chairman Xiang Shuanglin resigned as the chairman of the company due to work arrangement After resigning, Xiang Shuanglin is still the director and general manager of the company Xiangyu pharmaceutical two executives resigned May 17, Xiangyu pharmaceutical announced that general manager Lin fankui submitted the resignation report, Lin fankui resigned from other positions in the company On May 15, Furen Pharmaceutical Co., Ltd changed the employee representative supervisor of the company, and announced that Mr Li Cheng, the employee representative supervisor, resigned from the position of employee representative supervisor of the seventh board of supervisors due to personal reasons After resigning from the position of supervisor, Mr Li Cheng is still in the company On May 11, taiantang Board Secretary resigned, taiantang announced that Ms Zhang Yeping, deputy general manager and Secretary of the board of directors, resigned as deputy general manager and Secretary of the board of directors due to personal reasons After resigning, Ms Zhang Yeping will not work in the company and its subsidiaries Guan Hao's resignation of director and deputy general manager on May 10, Guan Hao announced that Mr Kou Bing, the director and deputy general manager, and Mr Deng Liang, the director and deputy general manager, had applied for resignation of the Fourth Board of directors and deputy general manager of the company due to personal reasons After resigning, Mr Kou Bing and Mr Deng Liang will no longer hold other positions in the company On May 9, Hanyu pharmaceutical announced that Mr Zeng Shaobin, the supervisor, resigned as the shareholder representative supervisor of the Fourth Board of supervisors due to personal reasons On May 6, tiger Pharma announced that Ms Cao Xiaochun, director, general manager and Secretary of the board of directors, had applied to resign as secretary of the board of directors After resigning, Ms Cao Xiaochun will continue to serve as the company's director and other senior management positions Statement: this opinion only represents the author, not the position of yaozhi.com, welcome to exchange and 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