Promote the expansion of the market for graded diagnosis and treatment-based drugs.


Release time:

2015-09-25


At present, the most important market for drug sales is still in hospitals. While hierarchical diagnosis and treatment changes the medical port, the drug consumption port also changes, which will inevitably affect the sales mode and resource tilt direction of specific drugs, thus affecting the pattern of the drug consumption market.
Yang Shuyu, director of the Xiamen Municipal Health and Family Planning Commission, believes that 85% of the current hospital patients are patients with chronic diseases. Xiamen regards graded diagnosis and treatment as a major system and takes the lead in implementing chronic diseases such as cardiovascular and cerebrovascular diseases, diabetes, and hypertension. "If 80% of patients with chronic diseases go to the community, graded diagnosis and treatment will basically be formed, and large hospitals can free up time and space to solve difficult diseases."
If a large number of patients with chronic diseases sink to primary medical institutions, it will quickly change the pattern of the primary drug market. At present, the use rate of essential drug list varieties in primary medical institutions is more than 90%, the use rate in tertiary hospitals is about 25%, and the use rate in secondary hospitals is about 40%. With the implementation of hierarchical diagnosis and treatment, a large number of frequently-occurring and chronic disease groups will become the main force of primary medical institutions. As a result, the use of basic drugs will also increase, and it is expected that the overall market share of essential drugs will usher in a round of large Expansion.
In the new edition of the catalogue of essential drugs in 2012, the total number of patent medicine varieties is 203, and there are 61 exclusive varieties of Chinese patent medicine. Judging from the number and proportion of each treatment category of the new version of the base drug, the demand for primary treatment and the use of common diseases with a large amount of drugs are relatively high. Among them, the proportion of drugs used for cold and respiratory diseases is 22%, the proportion of drugs used for cardiovascular diseases is 11%, the proportion of drugs used for gynecology is 10%, and the proportion of drugs used for orthopedics is 7%. The above four types of common diseases at the grass-roots level account for 50% of the total number of basic drugs in the new edition.
The share of the entire essential drug market is about 150 billion yuan, and the preliminary estimates of the above categories of drugs account for more than 60% of the drug prescription use in primary medical institutions. These varieties will also become the market growth space and the largest growth rate in the basic drug catalog.
From the point of view of revenue, gross profit ratio and tender price, the expansion of the basic drug market benefits from the impact of large to small cardiovascular and cerebrovascular drug companies are: Guizhou Bailing, Yiling Pharmaceuticals, Xinbang Pharmaceuticals, Tibet Pharmaceuticals, Tianshili, Wohua Pharmaceuticals. Guizhou Bailing's drug business realized an income of 1.553 billion yuan in 2014, of which Yindan single product has completed the bidding in 19 provinces such as Liaoning with the help of the bidding opportunity of basic drugs, contributing an income of 0.532 billion yuan for the whole year, becoming the main driving force for the company's steady growth in performance. Tibet Pharmaceutical's Nuodikang Capsule has entered the list of basic drugs and is the exclusive variety of cardiovascular and cerebrovascular drugs. Judging from the current bidding progress, Nuodikang has successively completed the bidding work in most provinces. The winning price is stable and is expected to fully benefit from the basic drug dividend in the next few years. It is expected that Nuodikang capsule sales revenue is expected to become a large variety in 1 billion yuan.
The beneficial enterprises related to cold and respiratory drugs are Ling Pharmaceuticals and Taiji Group. However, Yiling Pharmaceuticals' Lianhua Qingwen Capsule and Jizheng Syrup belong to the new basic drug catalog varieties, in the enterprise's revenue and gross profit ratio is relatively small, in the short term, the contribution to the company's performance elasticity is limited.
Among the skeletal muscle drug-related enterprises, Qizheng Tibetan medicine benefited the most, and the gross profit of the company's revenue accounted for 84%. It is expected that the expansion of the basic drug market will greatly increase the company's revenue and performance. Qizheng Tibetan Medicine's drug business achieved sales revenue of 0.811 billion billion yuan in 2014, up 16.06 from the same period last year, with the main growth contribution coming from the growth of basic drug sales. During the reporting period, the company's basic drug sales still achieved rapid growth, with a growth rate of 63%, even though the bidding for basic drugs was not launched in most parts of the country. The coverage of basic drugs has been further expanded, with more than 20,000 outlets such as township health centers, village health centers and community service stations. While the basic drug market is growing rapidly, both large hospitals and retail markets have maintained a growth trend, of which the retail market has increased by 21%, far higher than the growth level of the industry.
In gynecology and urinary system drugs, the enterprise with the largest proportion of revenue and gross profit is Guilin Sanjin, and the enterprise with the greatest potential for performance growth is Zhongxin Pharmaceutical. The two varieties of Shaofu Zhuyu Pills and Longqing Tablets of Zhongxin Pharmaceutical Co., Ltd. have entered the catalogue of basic drugs, and the bidding price is relatively high, which has certain marketing advantages.
Diabetes and other chronic diseases in the use of drugs, the future market prospects of the compound xuan Tong capsule of the pharmaceutical industry can be expected. Compound Xueshuantong has won the bid in the tender for basic drugs in more than ten provinces, of which Shandong, Shanghai and other major drug-using provinces are the winning areas for new basic drugs. With more and more new regional base drugs winning bids, the growth of compound thrombosis is expected to accelerate.
However, according to the current situation learned by the reporter of China Securities News, the vast majority of drug manufacturers do not have special channels and network layout for the policies related to hierarchical diagnosis and treatment.