Medicine net, June 21, 2008-2017, with new doctor to the starting point, China's pharmaceutical industry has experienced trait in ten years development: policy, economy, society, technology and so on various aspects factor unprecedented changes have taken place, it can be said that, in the past ten years is a traditional mode gradually towards the end of the decade, the catalyst of the new ecological ten years.
Decade of development: a pillar of strength
More than 2016 scale pharmaceutical industrial added value increased by 10.6%, the overall growth rate of 4.6%, higher than the national industry in the industrial industry forefront, in the whole industrial added value accounted for 3.3%, pharmaceutical industry has become a mainstay of China's industrial economic growth.
Industrial scale:
In 2008-2016, the pharmaceutical industry overall size increased from 825.36 billion yuan to 2.963586 trillion yuan, an average growth rate reached 17.3%, but since 2012, the growth of "weak growth" situation, it is worth mentioning that decline in 2015 a turning point, pharmaceutical industry total scale growth began to rebound in 2016, compared with 2015 increased by 0.90%, to 9.92%.
2008-2016 main business revenue and growth rate of pharmaceutical industry (billion yuan)
(source: ministry of industry and information technology of the People's Republic of China)
In the industry of pharmaceutical industry, the proportion of chemicals produced by chemicals is still leading, from 221.9 billion yuan in 2008 to 753.5 billion yuan in 2016, an average annual increase of 16.5%. China's manufacturing industry grew from 167.6 billion yuan in 2008 to 669.7 billion yuan in 2016, an average annual growth of 18.9 percent. The fastest growing biopharmaceutical industry grew at an average annual rate of 20.8% in a decade.
Main business revenue of sub-industry (billion yuan)
(source: ministry of industry and information technology of the People's Republic of China)
Business scale:
Ten years, the drug circulation market scale gradually increase, especially in the seven years from 2010 to 2016, the drug circulation market scale growth from $2010 in 708.4 billion to $2016 in 1.8393 trillion, the average annual growth of 17.2%. But from the trend, growth decline year by year, from 24.60% in 2010 to 10.20% by 2015. In 2015 as the cut-off point, however, with the implementation of the strategy of "healthy China" and "much starker choices-and graver consequences-in" deepening the reform of medical health system, commercial circulation industry development on the new starting point, growth rate of 10.40%, up 0.2% year-on-year, a warming trend.
2008-2016 business circulation enterprise scale change (billion yuan)
(source: ministry of commerce of the People's Republic of China)
Decade of market pattern: shuffle CARDS
So far in 2008, our country medicine health industry under the policy, capital, technology and so on many resultant force, experiencing from barbarian growth to return to the rational growth difficult adjustment, from top to bottom, the pattern of the whole industry reshuffle to become the most obvious mark of this period. Medicine industry, business to terminal, no link can stay out of the matter.
Production industry:
CFDA in March 2011 to start the new version of GMP certification, and divided into two stages: the existing pharmaceutical production enterprise of blood products, vaccines, such as injection asepsis pharmaceutical producing, on December 31, 2013 to the new drug GMP requirements; The production of other categories of drugs reached the new drug GMP requirements by December 31, 2015. Enterprises (workshops) that fail to meet the requirements of the new drug GMP shall not continue to produce drugs after the above prescribed period.
Policies for small and medium-sized pharmaceutical companies for three years, 2011-2013 period, the number of pharmaceutical production enterprise, sluggish growth until the end of 2015 deadline for renewal of the GMP, pharmaceutical production enterprise number have fallen sharply, hit a record in a decade, nearly thousand between drug firms out of business.
It is worth noting that the excess production capacity, rising costs, same problems such as low product always restricts the development of pharmaceutical industry in our country, considering the consistency evaluation, encourage innovation of drug policy bias, high quality, large enterprise integration to upgrade an unprecedented good, m&a tide has begun a new round of financing, industry entered a stage of big reshuffle.
The number of industrial enterprises changed in 2008-2016
(source: CFDA)
Business wholesale:
From 2008 to 2016, the number of commercial circulation enterprises has been developing in a symmetrical way, and the number of enterprises has increased to a peak of 16,295 in 2012. Affected by the distribution policy, the number of pharmaceutical commercial circulation enterprises decreased year by year in 2012-2016. In 2015, the health development planning commission on drug price negotiations pilot draft, request pharmaceutical factory entrusted agent only on a terminal distribution, a large amount of secondary and tertiary agents by the loss of living space, to 2016, the number of pharmaceutical wholesale enterprises in 12975, compared with the peak number of 2012, five years reduce 3320 commercial wholesale enterprises. With the comprehensive landing of the "two-ticket system", the concentration degree has been further improved, the large commercial companies and the regional drug circulation leading enterprises are more positive, and the zero-integration model has ushered in new opportunities.
The number of commercial circulation enterprises changed in 2008-2016
(source: CFDA)
Retail industry:
Between 2008 and 2016, the number of retail pharmacies grew from 365,578 to 447,034, up from 35.38% to 49.37%. As the retail pharmacy market has become increasingly saturated, a gradual increase in the number of retail pharmacies is slowing, and slightly decreased for the first time in 2012, then held steady in 2013-2015, and again in 2016 appeared relatively obvious drop, reduce 1023 compared to the previous year, the monomer drugstores by the 2013 peak 274415 fell to 226331, more than 4.8 monomer drugstores. It is worth mentioning that between 2008 and 2016, the number of chain enterprises increased from 1985 to 5,609.
The new version of the GSP is also December 31, 2015. In the context of the comprehensive national situation, the failure to pass the audit mainly focuses on the single pharmacy and a few chain enterprises with integrity problems.
2008-2016 the number of retail enterprises changed
(source: CFDA)
Listed enterprises:
The number of listed enterprises can be seen from another dimension.
In 2008-2016, medicine a-share listed companies (according to the China merchants securities classification, only statistical pharmaceutical commercial, proprietary Chinese medicine, biological pharmaceutical and chemical pharmaceutical quantity) increased from 102 to 194, until June 16, 2017, 2017, 13 drug firms gain a-share listed again. Judging from the current IPO speed, the total number of listed companies in China's a-share pharmaceutical industry in 2017 has exceeded 250 or A large probability event, and the capital era has come, which also means the acceleration of shuffling.
The number of pharmaceutical companies listed in a-shares listed in 2008 and 2016
(according to the open data of China merchants securities)
Terminal decade: differentiation accelerates
In 2008-2016, the size of six terminal drugs increased from 483.5 billion yuan to 14.909 billion yuan, an average annual increase of 15.1%. Drug terminal high-speed growth in the past decade mainly thanks to expand the coverage of basic medical security system, high-speed economic development, the people demand brought about by the increased ability to pay, but in specific growth and share proportion, each terminal is different, the county level hospital, medicine, electricity and retail pharmacies are the outstanding performance.
The share of county level hospitals increased year by year
Under the size of the overall growth, benefit most is grade hospital market (county, city + 2 above hospital), accounted for from 64.5% growth in 2008 to 72.8% in 2016, up 8.3%. Among them, the strong county level hospital market scale, the level of the hospital's share increased year by year, from 12.2% in 2008 rose to 17.8% in 2016, the size of the market in 2013 has overtaken entity retail pharmacies terminal market. With the gradual saturation of urban grade hospitals, the policy dividend of graded diagnosis and treatment and primary diagnosis of the primary hospital are further promoted, the county grade hospital cake is expected to continue to be large.
Ii. Pharmaceutical e-commerce enters the market launch period
Policy let go of pushing medical electricity release potential, medicine, electricity dealer market from the stage of exploration into the market, the size of the market continues to grow, scale of online pharmacies and drug rose from 2011 yuan in 100 million to 2016, 2016. In 2017, the state administration of food and drug administration issued a notice to officially cancel the approval of medical e-commerce company B and C, which means that the competition pattern of medical e-commerce will become more and more intense.
3. New future of retail pharmacies
In 2008-2016, the size of the retail terminal increased from 143 billion yuan to 337.7 billion yuan, an average annual growth of 11.3%. At the same time, because of the factors such as medical e-commerce, new medical reform and health insurance, retail pharmacy terminals (excluding medicinal materials) have declined from 20.9% to 16.4% in the whole sales terminal. In 2017, the state council approved the "much starker choices-and graver consequences-in" health and health plan clearly accelerate the outpatients with prescription to retail pharmacy to buy medicine, the outflow of prescription and medicine separation resulted from pharmacy terminal new future.
The market size of the six major terminal drugs (billion yuan) from 2008 to 2016
(source: zhongkang CMH)
2008-2016 retail terminal scale change (billion yuan)
(source: zhongkang CMH)
Innovation medicine decade: change bureau
In 2008-2016, it was a zigzag course for the domestic pharmaceutical industry innovation medicine. Especially into the 2012 years later, the generic drug evaluation, drug clinical trial data consistency check list for verification, chemical drug registration policy blockbuster effects such as industry classification reform, also see from policy trend in our country walks, do pharmaceutical drug innovation power of determination.
New drug approvals have hit record lows
From the perspective of the number of new drugs for examination and approval of the review, 2008, a total of 236 new drug registration number, was reduced to 60, 2010 in just the past 2016 years, new drug approval and the lowest since 2008, only 5 certificate issued throughout the year. In China from 2008 to 2016, approved by the innovative medicines and biological products, the vast majority of inclusion in the 17th edition directory or negotiations drugs of medical insurance, and high clinical value of innovative medicine and high-end generic polices.
The number of new drug approvals changed in 2008-2016
(source: CFDA)
Encouraging drug innovation and development is the only way for China to go to the great power of medicine, but the length of the new drug trial has long restricted the growth of innovative drugs. 2010-2015, new drug trial number increased from 1225 to 2985, and in 2016, the drug clinical trial data check list for verification, under the pressure of the listed companies new drugs more cautious, at the same time, the "new" in the new classification of chemical drug registration narrowed sharply defined, low domestic new drugs for trial, 2015 fewer than in 2000, only 818 new drugs to accept the examination and approval.
The number of new drug trials in 2010-2016 has changed
(source: CDE)
R&d investment in pharmaceutical companies continues to rise
According to Pharmaprojects statistics, by the end of 2015, a total of 147 Chinese companies involved in the research and development, if only from the point of view of research and development enterprise quantity, China has overtaken Japan and become the largest new drug research and development in Asia countries.
Clinical research is the largest and most expensive part of the drug development cycle. In recent years, the national policy and capital input power innovative drug research and development, "" much starker choices-and graver consequences-in" national drug safety planning "has significant clinical value for innovative medicines for priority review for approval. In 2011-2015, the amount of medical industry research and experimental development of the pharmaceutical industry reached 44146 million yuan from 211.25 billion yuan, and the industry was about to enter into a fast growing period of qualitative change.
Research and development fund for industrial pharmaceutical manufacturing enterprises above the scale of scale (hundred million yuan)
(source: national bureau of statistics)
|
