Medical network - on February 27, 2017 edition of national health insurance directory, this is the 2009 national health insurance directory after the release, after eight years of adjustment for the first time. For the pharmaceutical industry, that's really something. Alight upon specific drug firms, however, but several joy of several sorrow.
Introduced in the 2017 edition of national health insurance directory, after more than one trillion yuan drug sales market will be recreated. Biological medicine listed companies which products is expected to become a dark horse, cause the attention of the investors.
According to "securities daily" reporters statistics, as of February 26, a total of 44 new listed companies released products among the national health insurance directory, including two Hong Kong listed company, respectively is east sun medicine and medicine. In addition, he ping, door pharmaceutical, sanli pharmaceutical three new three board listed company also announced, the company product new into the national health insurance directory.
Pharmaceutical industry analysts believe that once the enterprise product enters the national health insurance directory, is expected to enter the provincial tendering, sales will magnify the future market. After the 2009 version of national health insurance directory has given rise to a number of sales over 1 billion yuan.
Be worth what carry is, according to the securities daily statistics, some products have been sold one hundred million yuan of listed company.
Drug firms frequency report good news
Market watches the new national health insurance directory (the national basic medical insurance, inductrial injury insurance and maternity insurance drug catalogue in 2017 version) on February 23, combined with 2535 varieties. It is understood that 2017 national health insurance directory amounted to increase the number of varieties of western medicine, 133, 206 traditional Chinese medicine (TCM).
Benefit from the policy issued as well as the expected, on February 23, several medical secondary market stock prices of listed companies. Among them, the sunflower pharmaceutical co., a pharmaceutical, KTS creatures, hundred million sails medicine, medicine, harden and deal good hundred pharmaceutical close to harden.
On February 24, 25 February, on February 26, including fosun medicine, pharmacy, kang step edge pharmaceutical, happy people medicine, beings taian hall, beida pharmaceutical industry, pharmaceutical industry, etc, many listed companies released the company's products to enter the announcement of national health insurance directory. Many listed companies, said the new products into the national health insurance directory will be beneficial to improve the product sales and promotion, the impact on the company performance is temporarily unable to estimate.
Beings pharmaceutical bulletin said the eye core products "azelastine hydrochloride eye drops" new medical insurance directory 2017 edition, the eye plate business will have a positive impact on the company.
Taian hall, said subsidiary HongXing group co., LTD. Guangdong production heart pill, boa, scattered and small gold treasure pharmaceutical co., LTD. Is a wholly owned subsidiary Shanghai detoxification burn ointment, a total of three products were included in the catalog of 2017 drugs. These three products are exclusive varieties, belongs to the medical insurance b varieties, for the first time into the medical insurance directory. The above products into the medical insurance directory will have a positive impact on its sales.
In some of the new drugs into the national health insurance directory at the same time, some of the listed company product the also withdrew from the national health insurance directory.
, according to the modern pharmaceutical company with a total of 40 new products into the new national health insurance directory, a total of 14 products out of the new national health insurance directory. Treasured island said the company has two new products into the national health insurance directory, withdrew from the national health insurance directory, unit 2 products including sophora element for injection has not production, rifampicin capsules products only a small amount of production in 2015, the exit directory to had no effect on the company's performance.
Some drugs have been sales over one hundred million yuan
Products into the national health insurance directory, it will affect the company's sales. "The public hospitals is still the focus of the enterprise seize market." The Beijing minister, head of the medical management consulting center Shi Lichen told reporters.
According to understand, kang pharmaceutical toxic heat ning injection in 2009 sales revenue of 198 million yuan, in 2010 after the national health insurance directory, in 2011 and 2011 when fast volume, 2015 annual sales income is 1.4 billion yuan.
Agency official said that in 2017 the new national health insurance directory, will impact on existing drug sales market. And this is also the focus of the 2017 medical biotechnology industries investment.
According to "securities daily" reporter understanding, including fosun medicine such as part of the national medical insurance directory of new listed companies to enter drug sales is over one hundred million yuan.
Fosun medicine said that the company has five new products included in the national health insurance directory, including the cloth his sales of 117 million yuan in 2015, leading to 2015 sales of 313 million yuan.
Hengrui pharmaceutical said the company's main product hydrochloric acid right beauty, mi set injection new into the catalog of national health insurance, the products of the company in 2015, the domestic sales of about 700 million yuan; 2016 years ago in the third quarter the product the company domestic sales of about 680 million yuan.
Main product for ek of beida pharmaceutical directory into medicine. Beida pharmaceutical co., said ek, is China's first with independent intellectual property rights for targeted drug in the treatment of lung cancer, the into national health care the catalog of medicines will be conducive to product sales, the impact on the company performance is temporarily unable to estimate. It is understood that ek for 2015 sales revenue of 912.87 million yuan, in the first half of 2016, the product sales income is 518.45 million yuan.
Method group said, the company production of moxa oprah azole enteric-coated metformin hydrochloride the new into the national health insurance directory, the product is sole products, sales of 186.87 million yuan in 2015, in January to September, 2016 sales of 216.28 million yuan.
Huarun double crane, according to the company in the new national health insurance directory of main drug for horse in statin calcium tablet, hemofiltration replacement fluid, valsartan hydrochlorothiazide. The horse cutting statin calcium tablet sales of 260 million yuan in 2016.
Shi Lichen think, however, in the hospital to reduce drug sales accounted for under the trend of enterprise product directory into the drug is expected to be reduced. |