Pharmaceuticals: Business is becoming bigger and stronger Industrial heavy industry upgrade

Business News Agency October 15th reporter learned from the relevant persons of the Chinese Medicine Association that the contents of the Chinese medicine section of the “12th Five-Year Plan” for biomedical medicines formulated by the Chinese Medicine Association has been reported to the Ministry of Industry and Information Technology. "The plan will seek expert advice in a unified manner.

At the same time, relevant persons from the China Pharmaceutical and Business Association stated that the “Twelfth Five-Year Plan” for pharmaceutical circulation was led by the Ministry of Commerce, and that a draft for solicitation has been published a few days ago, and some modifications were made after soliciting opinions from industry associations and experts. Planning will soon enter the reporting and publishing process.

Pharmaceutical industry and business have different themes

The reporter was informed that in the field of pharmaceutical commerce (ie, pharmaceutical circulation), the theme of the "12th Five-Year Plan" period is still mergers and reorganizations, and bigger and stronger. In the pharmaceutical industry, the main task of the "12th Five-Year Plan" period is to achieve industrial upgrading.

For the “12th Five-Year Plan” of biomedicine, the China Securities Journal reporter was informed that the plan was mainly led by the National Development and Reform Commission and the Ministry of Industry and Information Technology. The current planning and formulation are nearing completion.

Experts from the Chinese Pharmaceutical Industry Management Association stated that during the “12th Five-Year Plan” period, the biopharmaceutical industry will focus on two major issues. One is to identify key areas for independent research and development and to strive to catch up with international advanced standards during the “12th Five-Year Plan” period. At present, it seems that biopharmaceuticals should be one of the key points; secondly, it focuses on promoting the upgrading of the pharmaceutical industry. It is now possible to determine that during the “Twelfth Five-Year Plan” period, China will become the second largest consumer of medicine after the United States, and it is expected to become the first in the future. Large pharmaceutical consumer countries, however, China's current pharmaceutical competitiveness is relatively low, so it is imminent to accelerate industrial upgrading.

For the measures to encourage industrial upgrading, the above experts said that they are not limited to encouraging completely independent innovations in pharmaceuticals. The reason is that complete innovation, after all, is difficult and costly, and the policy will also encourage companies to upgrade their formulations and innovate application results. Improving the manufacturing level of the entire industry is all part of the concept of industrial upgrading.

Analysts said that innovative pharmaceutical listed companies will continue to receive policy support in the future and it is expected that more companies will seek industrial upgrading or business transformation during the “12th Five-Year Plan” period.

For the pharmaceutical distribution industry, the status quo of “multiple, small, scattered, and chaotic” industries has not changed significantly during the “Eleventh Five-Year Plan” period. During the “Twelfth Five-Year Plan” period, the integration of pharmaceutical companies is promoted and industry concentration is promoted. Degree is still an important task.

This point is clearly reflected in the draft of the 12th Five-Year Plan for Public Pharmacy announced recently. The Opinion Draft clarifies that the pharmaceutical circulation industry will focus on becoming bigger and stronger during the “Twelfth Five-Year Plan” period, and encourage industry mergers and reorganizations. By then, national or regional giants such as Sinopharm Holdings and Shanghai Pharmaceuticals are expected to become more powerful.

Published time or to be clearly planned

For the specific time of the above plans, sources revealed that many “Twelfth Five-Year” sub-plans including biomedicine were basically completed, but it is likely to wait for a clear release of the overall industry-wide planning.

Authoritative experts predict that at the Fourth Plenary Session of the 17th CPC Central Committee, it is likely that macro-level planning will be released. It is expected that there will be some contents related to the bio-pharmaceutical industry, and the “12th Five-Year Plan” of bio-medicine will also be revised and adjusted. Tend to fit in with it.

It is understood that the "Twelfth Five-Year Plan" for the pharmaceutical industry is actually not limited to the "Twelfth Five-Year Plan" for biomedicine and the "Twelfth Five-Year Plan" for pharmaceutical distribution, but also includes "National Foods" led by the State Food and Drug Administration. Drug safety planning, etc.

According to industry insiders, different planning divisions are too detailed, and different ministries also have a clear division of labor. This can, on the one hand, promote planning and development of responsibilities, but also to a certain extent, it leads to the establishment of multiple planning positions at the time of commencement of planning, and the effect of planning linkage. There may be limitations.