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| NDRC attack, these drugs risk big (with list)! |
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| Author：中國銘鉉 企劃部 Release Time：2017-8-16 11:14:10 Number Browse：715 |
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On August 16, the medical website of China now has an exclusive original pharmaceutical variety of nearly 600, involving more than 350 Chinese and foreign enterprises...
On the 14th, the national development and reform commission (NDRC) issued a guide on the price behavior of drug and API operators (draft), which will regulate the market price of medicines and raw materials.
In recent years, the national pharmaceutical policy orientation is health insurance fee, lower drug prices, however, some enterprise human behavior of active pharmaceutical ingredients and had some cheap drugs for monopoly, created a shortage of market or price, cause market turmoil.
Development and reform commission issued the "operator shortage of drugs and drug ingredients price behavior guidelines (draft)" file for the shortage of active pharmaceutical ingredients and drug price, at the same time to form monopoly is defined, the key is to determine the 12 there is "no".
▍ listed drug firms to monopoly of upstream and downstream of the health care medicine profiteering
On August 9, some listed companies (hereinafter referred to as a company) under the announcement said the company received on August 8 securities regulatory commission issued the notice of investigation, because of alleged illegal information disclosure, according to the relevant provisions of the securities law of the People's Republic of China, securities regulatory commission decided to initiate an audit of a company. The company said the company's shares will be suspended from the shenzhen stock exchange if there is a significant disclosure of wrongdoing.
A company is one of domestic professional pharmaceutical excipients production enterprises, and is the domestic few have new penicillin antibiotic sulfonated apis ampicillin sodium and finished product drug registration certificate for one of the enterprises.
The company is listed in 2011 and the performance is very bright. According to its annual report, net profit for 2014-2016 was 288 million yuan, 605 million yuan and 10.26 billion yuan, maintaining high growth. Some media have questioned whether it is possible to control upstream raw materials to form a market monopoly, and to gain profiteering by bidding at high prices.
A company upstream enterprise (hereinafter referred to as company b) is a publicly traded company, is also engaged in antibiotic drug substances and drug products research and development, production and sales, the sulfonated apis ampicillin sodium production industry in the first place.
According to the annual report of company b listed company, net profit in 2016 was 222 million yuan, an increase of 242.07%. The two companies that look like competitors are quietly coming together because of interest.
At present, the first half of the first half of the company's earnings forecast was revised on the same day that the company was released on the same day that the company was investigated, and the net profit was revised to -25% to 0%.
It should be noted that the first time the company's first earnings announcement is actually completed in half a year, it should not have such a directional correction.
There is only one truth, and the results of the investigation will be revealed.
▍ drugs is the key of the state monitoring, vincristine, and eight varieties height in short supply
With the deepening of the reform in our country, with the methods of drug bidding and purchasing to restrict a variety of factors, such as drug prices has led to some cheap drugs frequency now market shortage, which had lower drug prices jumped several times or even more, however, there are some shortages of the drug is still not moderate.
According to the author's report on the information platform for the comprehensive management information platform of the national drug supply security, the report of the shortage of drug monitoring results from January to May 2017 shows that there are more than 860 shortage drugs in total.
Among them, there are 8 varieties of changchun new alkali and vitamin K1, which are in the province of 10 and above. In the shortage area, there are more than 60 varieties in the provinces, such as digoxin, diazepam, fumizam, lobeclin and mitomycin. There are over 200 varieties in the shortage area in the province of 2-4. Nearly 600 species are in short supply in at least one province.
The monthly monitoring of the shortage is related to the shortage of medical institutions and the provinces in the province of 10 and above:
(note: the data is based on the comprehensive management information platform of the national drug supply security, for reference)
▍ exclusive varieties related party or apis into hard-hit areas
The exclusive breed is an important manifestation of competitiveness, but if improper operation means to unlawfully disturb the market order, the price gouging will be punished by the relevant regulatory authorities.
The author has compiled a database on the approval of the state administration of food and drug administration, which has found that there are nearly 600 varieties of exclusive raw materials in China, involving more than 350 Chinese and foreign enterprises.
Specific view, sole API varieties more than 10 at present in our country only a CRC double crane pharmaceutical co., LTD., zhejiang sea is pharmaceutical co., LTD., jiangsu sdsensor pharmaceutical co., LTD., the two companies' sole API varieties also have nine, eight, respectively.
Enterprises and their varieties with exclusive raw materials are as follows:
(note: based on CFDA approval data, for reference)
Finally, I need to make two points:
A profit is a basic starting point of commercial activities, within the scope of the reasonable and lawful for maximum profit is the fundamental purpose of commercial activities, drug management is also a kind of commercial activity, is no exception. This is beyond reproach.
Second, is not to say that the shortage of highly drug and exclusive API variety owner will be engaged in illegal business form the market monopoly, bid up the drug prices, but to a certain degree is high risk zone, it is easier to form the monopoly, is also the national regulators key monitoring objects.
May these operators, who have a monopoly on high-risk varieties, be good to themselves. Do not try and touch the policy red line.
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