Market Opportunities Outweigh Challenges

Last year, the industry and the media have cracked down on the “Clinical Application of Antibacterial Drugs Administrative Measures,” the Ministry of Health finally released news recently, this will be called the strictest antibacterial drug restrictions in the history of the order will be formally implemented on August 1. . According to this program, special use grade antibiotics will be restricted for use in outpatient clinics. At the same time, the news that the “Ministry of Health expanded the monitoring of antibiotics 'two networks' to 1,349” was widely noted in the industry. Prior to this, the three major hospitals that were required to be included in the monitoring were the main ones, and the increased "two-network" monitoring units were mainly secondary hospitals.

The number of anti-bacterial drug monitoring sites has increased. For the industry, the days will only get worse and worse. It now appears that the supervision of anti-bacterial drugs will be more and more stringent at the secondary and secondary medical institutions. Therefore, while improving the product structure, pharmaceutical companies must also strengthen the network construction and clinical sales team construction of primary medical institutions. Big business focus adjustment. In other words, companies must always pay attention to the direction of policies and actively respond to them.

The increase in the number of antibacterial drug monitoring outlets can be seen as the strength and determination of the Ministry of Health to implement a restraint order. The restriction of resistance has undoubtedly brought new challenges to many pharmaceutical companies. The most obvious is that antibiotic business sales will rapidly decline, and the antibacterial drug market will shrink overall. In the long run, the original antimicrobial products with low market share and low sales volume will become unsustainable due to the relative shrinkage of the market, which will eventually lead to partial suspension of production; enterprises with single varieties and smaller scales will be eliminated.

Although for some pharmaceutical companies, especially low-end companies, the limit of resistance is not a "cold stream", or even a life-and-death threshold, but from the perspective of the development of the entire industry, the author believes that the opportunity to limit the resistance is far greater To challenge.

Antibacterial drugs have a "brilliant" past in China, but this "brilliance" does not represent prosperity, but reflects the non-standard antibacterial drug industry. To a certain extent, the implementation of the anti-restriction order will bring about a temporary recession in the industry. However, from the perspective of the whole industry, the anti-restriction order will strengthen the supervision of the antibiotic market, which will be beneficial to the anti-bacterial drug market, and promote its The market is moving steadily and healthily. The ban of companies that abuse antibiotics will also benefit the balance of supply and demand in the antibiotic market, and antibiotic prices will tend to stabilize. This brings rare opportunities for domestic antibacterial drugs industry. In other words, the core of the anti-restriction order is to rectify and regulate the antibacterial drug industry. Under the new policy environment and situation, the Chinese pharmaceutical industry will only move forward, gradually becoming more standardized and mature, rather than retrogressive.

Opportunities are always reserved for those who are prepared. The anti-restriction order raised higher requirements for standardization and standardized production of antibiotics in pharmaceutical companies. In fact, under the influence of “limited shock wave”, many antibacterial drug manufacturers have already taken actions. With the implementation and deepening of the restraint order, strategic transformation will become the next priority for many companies. For example, Lukang Pharmaceutical is actively implementing the strategy for large preparations of veterinary drugs; federal pharmaceuticals are interested in cultivating new biopharmaceutical projects; Jincheng Pharmaceuticals has launched weight loss drugs such as oxacacetam and active tripeptide glutathione, etc., which are taken together with the industry environment. A strategy.

It is worth mentioning that because of the restriction of anti-bacterial drugs only limited the production and use of antibacterial drugs, for antibacterial Chinese medicine preparations, it is also a big plus, will bring development opportunities for Chinese medicine with antibacterial and anti-inflammatory effects. At present, there are a total of 20 antibacterial Chinese medicine preparations and the market scale has begun to show a rapid growth trend. Such pharmaceutical companies will become beneficiaries of the policy.

The implementation of the “Administrative Measures for the Clinical Application of Antimicrobial Drugs” undoubtedly brought challenges to many pharmaceutical companies. The most obvious is the rapid decline in sales of antibiotic business and the overall shrinkage of the antibacterial drug market. Enterprises with a single species and smaller scale will be eliminated. However, from the point of view of the development of the entire industry, the opportunities provided by the limited-resistance order far exceed the challenges.