Institutions are cautious about the news that the third round of drug procurement is about to begin, and the new round of centralized collection policy provides for an increase in the number of drug varieties from 25 to 35. Of course, for the people, it is hoped that the drugs will enter the medical insurance catalog so that they can be bought for less money.
But for the drug companies, if the drugs enter the medical insurance catalog, it is a benefit to the people, but if they do not enter the medical insurance catalog, it is a negative, so it is contradictory. Agencies are also sensitive to this matter.
a stock market has a new hot spot, a stock market has a new hot spot, is oversold. The recent list of the biggest gainers is the most recent big gainers, this situation will continue until the end of the market, because the institution's money is used to chase the oversold, pharmaceutical speculation will be reduced, the pharmaceutical series of the market is over.
Public **** health incidents are gradually under control, the demand for pharmaceuticals, masks, protective clothing, medical and so on. has risen sharply and pharma stocks have been blown by the wind leading to good speculation. There have been similar situations before, such as SARS in 2003, during which the pharmaceutical industry was in the spotlight.
Some pharmaceutical stocks, even up, produced by very high barriers to the stock, there have been many bull markets. But when the public **** health incidents gradually get under control, the effect of the hype of medicine will be significantly reduced, the pharmaceutical market began to adjust, when some of the pharmaceutical stocks will plummet.
It is expected to maintain a high growth rate of more than 20% in the next few years. From the industry point of view, with the aging of the medical industry, the demand is very large, so there is still room for improvement in the future, we are optimistic about innovative drugs, CXO, medical devices and other industries, looking ahead to the market outlook, the outlook for the subsectors include innovative drugs, innovative medical equipment, vaccines, CXO, medical services, chain drugstores, IVD and so on. Medical reform has become the most important factor affecting the way of pharmaceutical distribution
Centralized medical consumables procurement system has entered a stable development stage. China centralized from 2000 to start exploring the procurement of drugs and medical consumables. After 20 years of development, it has entered a stable development stage. The state clearly stipulates that all medicines and high-value consumables of public medical institutions are procured through provincial centralized procurement platforms, and allows the exploration of local-level procurement modes that meet their own characteristics. The centralized procurement platform has become the core of promoting medical reform and landing new policies.
Since 2018, the "two-invoice system" and "zero-plus-fee" policies, which have had a profound impact on China's pharmaceutical distribution, have been fully implemented nationwide. Because the "two-invoice system" requires that only two invoices be issued from the manufacturer to the hospital during the circulation process, the gold model is basically unsustainable. However, the medical centralized purchasing platform has become the implementation tool and the core of the effective implementation of this policy.