subject: The New Medical Reform Will Allow Pharmaceutical Market Face A Reshuffle - Health Care Reform, [print this page] Differentiation is inevitable Interview reporter noted that while the Liao Xinbo medical analysts and other industry people in the part of the health point of view differences, however, believe that the new Medical Reform Will make Pharmaceutical market Face a reshuffle.
In fact, new medical reform plan for comment after the end of the "more than 90% of the people to give positive comments and recommendations of the" official stance is different from China Pharmaceutical Industry Management Association issued a "14 suggestions" essential drugs against the harmonization of procurement, direct distribution.
"On the whole, implementation of the new program would not be bad and can not bring much good to the pharmaceutical industry, on the contrary, may be some impact. This impact is separate from medicine to bring the pharmaceutical industry's growing differentiation. "Liaoxin Bo told reporters.
CITIC Securities analyst Jie Yao medicine in the report also pointed out that implementation of the new medical reform, drug consumption market structure will change accordingly, the two ends of the health care market will likely be dominated by domestic medicine. The middle section of the health care market, will become the future high-end market, will present a joint drug imports, domestic high-value innovation New Drugs Coexisting. Drug prices with the relevant policies, import, joint venture, the proportion of domestic consumption of drugs will change, the proportion of domestic drug consumption will rise.
"As the quality and safety of drugs hidden in small businesses more, in my view, the state actually would like to take out small business health care reform to enhance the industrial concentration to ensure drug safety. Therefore, the production is definitely fixed tilt to large enterprises, pharmaceutical companies listed on more than a big company, more likely to become fixed, while the production of generic drugs will be eliminated for small businesses. from the perspective of the overall pharmaceutical industry, new medical reform the industry may not have much role in promoting, However, the general situation of Chinese listed companies, it is beneficial. "wide known case of analysis.
Market has been preheated Capital market has always been ahead of the characteristics of warm, new medical reform in this market were also evident.
Topview data show that medical institutions plate positions from about 16% in early 2008 to the current 20%. Month announced a new medical reform plan, agencies do more basic is the same medicine section, net capital inflow of 1.295 billion yuan.
Securities analyst Hung Shun Lu monthly report in November that the pharmaceutical industry, medicine, pre-plate through the whole level of the full valuation adjustment, the relative CSI 300 has a relatively reasonable position, considering health care reform will bring health care market expansion of the industry policy of good, should be actively given stock valuation relative to the Chinese CSI 300 additional premium.
Comprehensive analysis of wide known that basic drugs companies will form a positive sentinel general medicine, the implementation of differential slip, as will enhance the share of domestic medicine, the first simulation capabilities with innovative systems Pharmaceutical companies HRH pharmaceutical industry will benefit as the other, pharmaceutical distribution industry, there is definitely a plate market next year, but have to wait for the program came out to be complementary.
"Direct delivery status is determined by the government, is critical to get the right to direct distribution. I can only say that the pharmaceutical industry's leading enterprises such as the plate line medicine, Sinopharm shares, Huadong Medicine, Shanghai Traditional Chinese Medicine, Nanjing medicine have the opportunity. "(Ma Jianzhong)
The rehabilitation program of medical reform draft for comments baked to the end of the domestic securities companies large and small coincidence, the new R & D program to do an in-depth interpretations of pharmaceutical analyst attitude was consistent with the new medical reform that will bring new opportunities market expansion in sight, brand generic medicine companies will benefit.
However, the recent news from the public forum in Guangzhou have been a very different interpretation, namely: the new medical reform plan as a move up the momentum incredible medicine plate.
As speaker of the forum, the Guangdong Provincial Health Department deputy director Liao Xinbo of the above statements, Yujingsizuo.
