Zhang Min
RecentlySuperstakerouletteThe notice of National Healthcare Security Administration Office on strengthening regional coordination to improve the quality and expansion of centralized pharmaceutical procurement in 2024 (hereinafter referred to as "the notice") points outSuperstakerouletteTo continue to vigorously promote the centralized procurement of medicine and medicine.
The notice points out that it is necessary to upgrade provincial alliance procurement with conditions to national alliance procurement. This means that collection will accelerate the realization of one-place collection and national follow-up, breaking the previous pattern that provincial alliance procurement only covers some provinces. In addition, the Circular mentions that by the end of 2024, at least one batch of drugs will be collected in each province, the cumulative number of drugs collected at the national and provincial level (including participating in alliance procurement) will reach more than 500, and at least one batch of medical consumables will be collected in each province by the end of 2024. This means that there is still room for growth in the variety of medicines and medical consumables that participate in the collection in the future.
There is no doubt that the "speed-up and expansion" of collection will deepen the changes in the market pattern. On the one hand, collection will squeeze out the "moisture" of the prices of drugs and pharmaceutical consumables and eliminate enterprises that do not have competitive advantages and rely on high-price sales to maintain profits; on the other hand, collection also makes room for more new drugs, good drugs and innovative equipment to be incorporated into medical insurance, so that high-quality enterprises can gain more market share.
In the face of policy adjustment, the author believes that listed pharmaceutical companies should do a good job of "addition and subtraction" at the two levels of operation and capital operation, in order to adapt to changes and seize development opportunities.
Under the "speed-up and expansion" of collection and acquisition, pharmaceutical enterprises which lack innovative products, single product structure and limited market channels are facing great challenges. Therefore, at the operational level, listed pharmaceutical companies should "add" in innovation investment, product pipeline layout, product quality and market expansion, and "subtract" products with too fierce competition, low threshold and low added value.
Specifically, enterprises should increase investment in research and development of innovative drugs and high-end generic drugs, develop competitive drugs that meet clinical needs, enrich product pipelines and enhance competitiveness. In addition, listed pharmaceutical companies should reduce the layout of products that are too competitive in the market, reduce or even cut down the development of low-end generic drugs.
Collection and acquisition requires that the selected enterprises must guarantee the supply with high-quality products, therefore, enterprises must do "addition" in product quality to ensure that the production and transportation of drugs comply with the relevant regulations in order to win the market. In addition, under the premise of ensuring product quality, enterprises should also reduce costs and increase efficiency through digital and intelligent solutions.
At the capital level, companies can achieve resource sharing and complementary advantages through mergers and acquisitions, so as to reduce costs, improve R & D efficiency and expand market share. At present, mergers and acquisitions in the pharmaceutical industry have gradually heated up, and some powerful pharmaceutical companies have begun to carry out mergers and acquisitions in the domestic and international markets in order to seek the effective integration of resources.
In addition, listed pharmaceutical companies also need to do "subtraction" to divest the business of non-core assets and further focus on the main business. Recently, for example, China Biopharmaceuticals has repeatedly sold stakes in its businesses, including general pharmaceuticals and commercial circulation, in order to focus on core business and innovation.
mighty wave crashing on a sandy shore. In the face of the changes brought about by collective mining, only by constantly improving their competitiveness and doing difficult and correct things, can listed pharmaceutical companies go wider and further.
