"Pharmaceutical reform" recruited to see the blood, the era of eating medical insurance home has passed
The “drug reform†new policy was introduced, and the shares of Hengrui and Fosun fell sharply. Data protection disguised to extend the patent protection period, is it good or bad for local pharmaceutical companies? The era of lying on the bottom of the research and development results 20 years ago is gone forever.
All you have to do is hold live, don't be eliminated before the industry breaks out again.
After the Prime Minister visited a hospital and another foreign-funded pharmaceutical company in Shanghai a few days ago, the State Council executive meeting announced on Thursday that it would implement zero tariffs on imported anti-cancer drugs from May. Foreign companies have not had time to celebrate, but let Hengrui and Shares of local pharmaceutical companies such as Fosun Pharma fell sharply.
In fact, the zero-tariff policy for anti-cancer drugs was announced last month. It is not an accident at all. Moreover, the tariff on imported drugs is originally 4%, and the annual import duty is less than 20 billion yuan. The reaction is really incomprehensible.
In fact, several important but not too much medical policies have been announced:
The approval of clinical trials has been changed from the approval system to the default system. The imported chemical drugs no longer require customs drug inspection; a 6-year data protection period for innovative drugs is established, and a new five-year patent protection period for new drugs listed at home and abroad is given.
The former can reduce the cost of customs clearance and logistics of pharmaceutical companies, and accelerate the circulation of drugs, but these are still small money; the latter influence is even greater. Data protection can prohibit generic drugs from using the clinical trial data of the original drug to apply for listing, which is equivalent to extending the patent protection period in disguise. .
Some people think that this is a blow to the development of innovative drugs for local pharmaceutical companies that are not yet strong. This seems to be different from the development and use of generic drugs encouraged by the government two weeks ago. How do you understand this?
In fact, the government's announcement on Thursday actually benefited the most from innovative drugs, whether they were developed by foreign or local companies. In the short term, it may have a little impact on the competitiveness of local pharmaceutical companies, but directly comparing with the world's first-class new drugs will only rapidly improve the ability of local new drug research and development. From cars to mobile phones, from finance to retail, the greater the openness of the industry, the stronger the competitiveness of local enterprises, and vice versa. From this perspective, we believe that this is a positive for local pharmaceutical companies, and Hengrui and Fosun are wronged in the stock market!
Two weeks ago, the policy of encouraging generic drugs encouraged the replacement of the original drug in the patent period. In essence, it was also in line with the international model, preventing the pharmaceutical companies from lying on the research and development results 20 years ago and eating the limited family of medical insurance. Encourage innovative drugs to be driven back and forth in a car without any conflict.
The power of this round of "drug reform" is in recruiting blood, directly hitting the industry for many years, and when it is said, it is ahead of the industry's most optimistic forecast.
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