Medical network - August 15, to further standardize the market price behavior, shortage of drugs and drug ingredients to guide the related compliance to conduct business in accordance with the law and curb illegal behavior such as prices, malicious control pin, the national development and reform commission to study and draft the shortage of the operator active pharmaceutical ingredients and drug price behavior guide (draft), and for the public to ask for some advice.
On August 14, the semi-annual report released by xinhua pharmaceutical showed that revenue in the first half of the year rose 20.25 percent from a year earlier. Net profit was up 132.79% from a year earlier, in large part due to the improvement in the supply and demand pattern of raw materials, and the growth of the gross profit margin and rapid income growth.
MaiSiKang lai founder Shi Lichen third-party medical service platform for the 21st century economic report reporter pointed out that because the country intensify environmental protection, some enterprises have shut down backward production capacity, excessive pollution, make the production capacity is relatively concentrated, demand greater than supply, API prices under market regulation, drive the related enterprise performance improvement.
In addition to environmental factors, however, there is a reason for the price increase of raw materials and raw materials, as well as the monopoly of API. In the 21st century, reporters found that many of the most common API drugs were up more than 50 percent from the end of last year, some even as high as 400% to 500%.
The national development and reform commission (NDRC) has been concerned about the drug monopoly for years and punished some companies. The national development and reform commission recently issued a guide on the price behavior of drug and API operators and asked for advice from the public. In Roland berger, a consulting firm partner Jin Yi view, under the background of deepening the reform, the creation of the file will be conducive to curb illegal drugs and drug ingredients to rise in price, malicious control pin, etc, further maintaining the order of the market price and establish a fair market environment.
In Jin Yi view, active pharmaceutical ingredients, CMO, and generic drug production transfer from Europe and the United States and India to China is a trend and a big probability event, the scale of China's active pharmaceutical ingredients and production services companies is a good opportunity, companies need to layout business combination and advantage product category in advance.
The price of raw materials has risen sharply
"The price hike is a normal phenomenon, and now the prices of artificial, rent and raw materials are going up." Recently, the reporter in the 21st century economy in Beijing more than ten pharmacy visit, multiple pharmacy staff expressed the similar point of view, and active pharmaceutical ingredients and drug prices have is an indisputable fact.
In the interview, the 21st century economic report found that many of the most common API drugs were up more than 50 percent from the end of last year, some even as high as 400% to 500%. It is also known that there are significant differences in retail prices in different regional pharmacies.
To the most common form of the double auspicious pharmaceutical co., LTD., the production of erythromycin eye ointment, for example, has long sold 0.8 yuan/branch, at the end of last year some pharmacies in two yuan/m, but at present many pharmacies the drug price has, such as a drugstore sales price is 3.5 yuan /, in another a pharmacy is 6 yuan/teams.
The price of the API has been rising all the way. Vitamin D3, for example, animal husbandry professional institutions, with dispatch, on August 11 daily price of 435 yuan/kg, and on June 7, vitamin D3 market price is only 69 yuan/kg, only more than two months, up more than 500%.
However, in the case of calcium pantothenate and niacinamide, the prices of raw materials and raw materials have been stopped. Sichuan fortune securities pay close attention to for active pharmaceutical ingredients and points out that the recent chemical pharmaceuticals partial variety price continues to rise, VB5, VB2 quotation weeks range is 21.67%, 10.26%, and points out that with the high temperature overhaul period coming, market demand change, and environmental factors such as joint action, still have some vitamin products price rise space.
Related enterprises have also raised prices repeatedly. On June 26, brother technology raised the quotation of related products, such as MSB quotation 150 yuan/kg, and MNB quotation of 180 yuan/kg, which was 15 yuan/kg of the previous quotation. In early may, the new pharmaceutical industry raised the price of vitamin B6 by 10% due to the increasing domestic environmental inspection. The vitamin market is affected by the price increase of the manufacturer and the price of goods. The market price is chaotic, and the cost of vitamin use in the feed is about 55% higher than the end of June.
The price of upstream and downstream of raw materials has been greatly increased, which also brings beautiful results to the relevant pharmaceutical companies. In the first half of this year, the company reported 24.03 billion yuan in revenue, up 20.25 percent from the same period last year. The net profit attributable to shareholders of listed companies was 107 million yuan, up 132.79% from the same period last year, which is the growth of the gross profit margin and rapid growth of its raw materials.
Primary drug monopoly
But not all companies have been boosted by higher prices for raw materials. Sichuan a declined to be named API, head of the pharmaceutical companies to 21st century business herald reporters that raw material rise, downstream pharmaceutical enterprises also increases, the terminal drug prices rose sharply, is not a good thing for the downstream enterprises, profits does not bring the rapid ascension, and consumer use burdens. "We also have to raise prices, the raw material is monopolized, we can only choose from them, the middle profit is mostly consumed by the dealers."
, according to the controller introduces many API companies are not directly to the downstream preparation medicine supply companies, but through distributors, dealers will to statistics, the API enterprises in production and not in the situation of the production, then find the enterprise total distribution, underwriting contracts.
"For companies that do not produce, they are not allowed to produce by signing contracts to a certain amount of compensation. For the enterprises that are being produced, the market price will be sold at a lump sum above the market price, and the final market price will be determined by them.
Henan LingRui group chairman Xiong Weizheng also said, now API price irrationality, distributors raise prices phenomenon has been very serious, it's not conform to the state policy for the development of the pharmaceutical industry, especially under the condition of the medical system reform at present, some common drugs raw materials rise in price. "A lot of companies have been unable to produce because there is almost no profit, and even production will lose money."
API monopoly is the leading cause of cheap drugs for one reason, in the province pharmaceutical trading center released on May 2 on the list of tetanus antitoxin, these familiar drugs, such as glucose injection was labeled "urgent (rob) save drug", but also for API monopoly cause enterprises to "cut off".
21st century economic report reporter obtained a pharmaceutical industry association in Beijing to the National People's Congress, CPPCC member pharmaceutical industry, according to the supplied materials in recent years, some varieties of generic drug API monopoly phenomenon is increasingly serious, after the manufacturer to produce the API is not sold directly to pharmaceutical preparations of enterprises, but the first to sell a business company, commercial companies sell API change hands again after a few months, the price doubled.
For active pharmaceutical ingredients of monopoly, the national development and reform commission recently price bureau chief Zhang Handong in accepted the media interview, the national development and reform commission from 2012 to do the industry focus on the pharmaceutical industry monopoly, and investigate some illegal activities.
It is understood that not long ago, the NDRC investigated the price monopolization of zhejiang xinsecco pharmaceutical co., ltd. and tianjin handewei pharmaceutical co., LTD., and fined a total of 44.39 million yuan for the two companies. The two companies have returned to normal prices and supply to pharmaceutical companies, and the market competition order has been restored.
According to Zhang Handong, to keep the high pressure of active pharmaceutical ingredients of various kinds of monopoly illegal situation, not relax API market regulation as the small size and antitrust investigation, has done a baseline survey in 2016, the region, methods of active pharmaceutical ingredients monopoly and monopoly status has a deeper understanding.
Problems of the data, including drug price caused by API monopoly, although the development and reform commission (NDRC) attention for a long time, but the effect seems to be not as expected, such as the national development and reform commission after 32 times on drug prices still stop the pace of price increases. In Mr Shi's view, the "Kowloon water treatment" has little effect.
It is reported that since 2011, the national price departments have dealt with promethazine hydrochloride, don't Piao alcohol, estazolam, isoniazid and other operator shortage of several drugs and drug ingredients to the implementation of price monopoly, but since then, and chlortetracycline hydrochloride, erythromycin, don't Piao alcohol, calamine, ranitidine hydrochloride and diclofenac sodium API was the news of a monopoly.
Recently, to further standardize the market price behavior, shortage of drugs and drug ingredients to guide the related compliance to conduct business in accordance with the law and curb illegal behavior such as prices, malicious control pin, the national development and reform commission to study and draft the shortage of the operator active pharmaceutical ingredients and drug price behavior guide (draft), and for the public to ask for some advice.
In the view of many downstream pharmaceutical companies, one of the effective ways to break the monopoly of raw materials is to release the original pharmaceutical approval from the state administration of food and drug administration, which does not include drug administration. The national development and reform commission, the price supervision and anti-monopoly bureau deputy director Li Qingceng introduction, about 1500 kinds of chemical pharmaceuticals in China, and among them, 50 kinds of API a company only can produce qualified approval of 44 API only two firms can produce, 40 kinds of API only three can produce.
Chongqing day SAN pharmaceutical group co., LTD., chairman liu at an industry conference to 21st century business herald reporter said: "the future API is chemical medicine, chemical products, is not included in the drug administration. And make sure that cheap drugs don't disappear, and that prices and raw materials are guaranteed.
Du zhenxin, chairman of shandong chenxin pharmaceutical co., LTD., recommended that the raw materials be used for the registration of pharmaceutical raw materials (DMF) system. According to the international standard raw material medicine implements the preparation system, only the country implements the approval system. The approval system is pre-managed and DMF is the management of the event and the post-mortem.
Environmental productivity
In addition to the above monopoly factors, the production enterprises of raw materials have also encountered development bottlenecks, especially the environmental standards. In recent years, in the case of environmental policy. It is often seen that, on the one hand, pharmaceutical companies are "bombarded" by downstream pharmaceutical companies. On the other hand, raw drug companies are "complaining" under environmental pressure.
Shi lichen told 21st century economics reporter, the pharmaceutical enterprise especially the raw material drug enterprise pollution seriously and the production process particularity and the historical reason have inseparable relationship.
In the case of the lack of medicine, a large number of crude pharmaceutical companies have been produced, and the environmental protection is not taken seriously in the production process. Pharmaceutical companies have a high cost of pollution control, costing hundreds of millions or more. In the past, companies tended to be fined rather than more environmentally friendly when enforcement was not strong enough.
API production process of large amount of waste gas, waste water, waste residue, waste composition is complicated, for the environment and human health risks are more serious, which makes the pharmaceutical enterprise environment situation is relatively serious, and constantly with pharmaceutical companies because of environmental protection are required to limit production or production to make improvement.
On November 17, 2016, hebei atmosphere do send 2 scheduling for the prevention and control of atmospheric pollution ", subsequently, shijiazhuang city people's government issued "on the action plan for development of sword to cut, north China pharmaceutical in 4 days after announcement API, in part, will affect the current profit is 50 million yuan.
In the future, environmental protection will remain the main theme. On August 7, the CPC central committee and the state council decided to launch the fourth batch of central environmental protection inspectors. , according to the environmental protection official news network has been set up eight central environmental protection inspectorate, respectively in jilin, zhejiang, shandong, hainan, sichuan, Tibet, qinghai, xinjiang (corps) to carry out the supervision to work.
In previous inspector, the pharmaceutical industry is punished because of the environmental issues, to the enterprise five regulators for residential surveillance, two senior executives to obtain a guarantor pending trial, and the northern pharmaceutical production improvement measures, clear can not meet the rectification demand cannot be restarted. And this time the pharmaceutical industry is still the chief inspector.
Shandong, zhejiang and other places are the densely distributed regions of China's vitamin API, and as the environmental standards become stricter again. Many vitamin raw materials manufacturers have to shutdown overhaul, and make some vitamin varieties of tight supply, some manufacturers have stopped offer closely watching, there are also some suppliers have stock up to stay up, the above-mentioned vitamin offer higher part of the reason this is so.
China is a major producer of chemical raw materials, especially the production capacity of fermented drug products in the world, and now 70% to 80% of the world's raw materials are produced in China. In Shi Lichen view, along with the increase of environmental regulation strength, is bound to eliminate a large number of small and medium, the weakness in the environmental protection to upgrade enterprise, the enterprise will be wiped out in the next year or two. "This is actually also the elimination of backward production capacity, on the path of industrial upgrading."
The elimination race of domestic API enterprises is accelerating under the increasing pressure of overproduction and environmental protection policies. The cost of pollution control has gradually increased, and some small and medium-sized pharmaceutical companies have not invested enough in environmental protection, which has led to the production or suspension of substandard products.
Such as apis are concentrated area in taizhou, zhejiang province until 2001, has more than 2000 companies, mainly production of apis and intermediates of small and medium-sized enterprises, but increase the intensity of environmental regulation, taizhou shut down nearly thousand pharmaceutical chemical plant, so far more than a mere hundred.
"In the end, because of environmental protection, overcapacity and other factors, good companies will win, and industry concentration will increase further." "He pointed out.
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