Medical network - on March 30, recently, yi hundred pharmaceutical news. Whether executives to increase again, or 1.3 billion investment to build tumor medical services group, all reveal a good hundred pharmaceutical determination to "focus on big tumor", in addition, the company tumor line varieties benefit from medical insurance directory adjustment, to provide the basis of tumor layout. So, how companies large tumor strategic progress?
1, company executives to increase many times show confidence in large tumor strategic layout
Recently, yi hundred pharmaceutical stake of the announcement. According to the announcement, chairman of the board of directors of the company, such as managing director Mr LangHongPing 25 ms DouQiLing core management staff in March 2, 2017 to 17.50 yuan/shares to increase company 9.06 million shares (1.14% of the company's total equity), to increase the total amount is RMB 159 million. In addition, yi hundred pharmaceutical in 2015 July, August and September launch employee stock ownership plan, executives to increase and the controlling shareholder's stake.
Yi hundred pharmaceutical has a lot of tumor drug product lines, sales experience, research and development, and the doctor hospital resources, based on this, the company "focus on large tumors," big industry chain development of tumor, strive to create core based on tumor drug + tumor medical group's ecosystem. The executives to increase again, are highlighted management tumor strategy layout are full of confidence about the future, the company's future development momentum is strong.
2 varieties, tumor line into the new health care the old and new species form a resonance benefit
Table 1 2017 version of the new health insurance directory into drugs and adjust
The new medical insurance directory has been introduced, the medical insurance directory adjustment involved profit usd 9 pharmaceutical and subsidiary products, los platinum and its indications, compound cantharis capsule remains and fu phlogistic palace zhixue granules capsule health care elimination classification changed from class b to class a, ginkgo biloba injection preparation increased indications. YiYu capsule, and qi huoxue dropping pill dropping pill, Dan lamp brain dropping pill, regulate the menstrual function of department of gynaecology to four new drugs into the medical insurance directory.
Company main products YiYu capsule, los platinum and compound cantharis capsule combined with eddy injection (the new catalogue will be reserved in health b treatment) field of the four products are tumor drugs. Tumor line varieties into the new health, growth is expected to drive the drug plates, lay a solid performance for tumor layout.
YiYu capsule: health care new varieties Annual growth rate as high as 243.69%
YiYu capsule is the company's acquisition of guizhou hundred auspicious pharmaceutical exclusive varieties, has been in guangdong, hubei, jiangxi provincial health insurance directory b class, success in the 2017 version of the health insurance directory, suitable for malignant tumor radiation and chemotherapy and has a limited inspection evidence of leukopenia.
Figure 1 YiYu capsule in Chinese public medical institution pattern of proprietary Chinese medicine sales (unit: ten thousand yuan)
According to the data shows that YiYu capsule nearly two years in China's urban public hospitals, public hospitals at the county level, urban community centre and four Chinese traditional pattern in towns and townships (hereinafter referred to as the "pattern of Chinese medicines, Chinese public medical institutions") combined sales market and the growth rate of all showed a trend of rising, the growth rate of two years more than 100%, in 2015 the growth rate of more than 200%, according to the above trend growth, sales will top 2016 millions.
Compound cantharis capsule: cancel the indications limit growth potential is tremendous
Figure 2 pattern of public medical institution proprietary Chinese medicine in China pharmaceutical compound cantharis capsule sales
Although the figure 2 shows that compound cantharis capsule use restricted in the old health care, but the public medical institutions in China in 2013-2015 combined sales pattern of the traditional market rise year by year, the product profit usd 2015 pharmaceutical sales of nearly 300 million yuan. In compound cantharis capsule of numerous factories house, yi hundred pharmaceutical production of the product in the market occupy half, more than 60% market share for three consecutive years. The adjustment, compound cantharis capsule lifted 2009 edition "is limited to the digestive system tumor drugs, extend for use in all middle-late tumor, huge potential for growth.
Los platinum: as an alternative drug cisplatin, belong to the broad spectrum antitumor medicine
Figure 3 public medical institutions chemical medicine pattern of platinum China sales (unit: ten thousand yuan)
Yi hundred pharmaceutical subsidiary los platinum, exclusive products as alternative medicines of cisplatin, belong to the broad spectrum antitumor medicine. By m Intranet data known los platinum public medical institutions in China nearly three years chemical medicine combined sales for the market pattern of an upward trend, in 2015 sales of 2015 yuan, for two consecutive years of growth in more than 40%. In the 2017 version of the medical insurance directory, los platinum from "in the case of other platinum drugs is invalid to use the" limit, is expected to greatly promote the growth of sales.
3, two years in 1.3 billion into the tumor medicine temporarily do not meet the expected effects
Yi hundred pharmaceutical since 2015 layout tumor medical services. Since January 2016 to February 23, 2017, its investment 17 times in a row, in the field of tumor medical investment totaling 1.093 billion yuan. Bootstrap hk pharmaceutical will focus to expand to build 2015 tumor after medical industry chain, so far, it has accumulated in the field of tumor medical investment of 22, involving capital of 1.315 billion yuan.
Table 2 yi hundred pharmaceutical group and proportion of capital contribution of the established oncologists
At present, yi hundred pharmaceutical has been layout three cancer hospital, 24 tumor radiotherapy center, established in guizhou, hunan, sichuan, anhui, tianjin, liaoning six doctors for cancer group, and set up a $3 billion the size of the tumor industry fund, and equity participation, holding 10 investment company.
Traditional drug firms in cross-border investment medical, yi hundred pharmaceutical is earlier a action. Yi hundred pharmaceutical since 2015 and one after another set up the fund, a doctor group, through investment after diagnosis management APP build "big cancer" strategy. Through two years of development, good hundred pharmaceutical in tumor medical service is not smooth, investment in hospital and the doctor group failed to meet the desired effect. Both acquisition and tumor hospital medical center, and set up a doctors group, yi hundred will face competition from 3 armour hospital. Although the new health reform, the country developed a number of policies to encourage social capital to run medical around let go of the doctor, encourage more practice, but in the short term, the doctor can not completely break barriers to the free flow, the predicament of personnel in the development of private hospitals will not get very good.
conclusion
The medical insurance directory adjustment, yi hundred pharmaceutical major varieties of performance is relatively bright eye, no matter in the number of new varieties, and its use scope, the companies have become the adjustment of one of the biggest beneficiaries. Multiple core antitumor drugs to enter the new health insurance directory, layout performance basis for tumors. Company since transition tumor medical services, although the temporary did not achieve the desired effect, but the doctor group as an important part of the tumor medical industry chain still has a lot of imagination, the company's subsequent performance will be no growth, is worth looking forward to. |
