According to the Drug Comprehensive Database (PDB) of the China Medical Institute of Medicine 22 city sample hospitals drug terminal data, anti-infectives are still the most expensive type of drugs. In the first quarter of 2012, the total amount of anti-infective drugs used in the sample hospitals was about 4.9 billion yuan, but the amount only dropped by 4.40% year-on-year. Although the amount was only a “drizzle” compared with the “big earthquake” predicted by some industry insiders, according to According to the analysis of some industry insiders and related experts, the Ministry of Health's anti-resistance has actually had a huge impact.
The antibiotic market has shrunk sharply ahead of schedule
A senior executive of a pharmaceutical company told Nandu reporters that the coverage of statistical data for sample hospitals is relatively limited.For example, many grass-roots hospitals are not included. However, grass-roots hospitals are indeed one of the groups most affected by the restricted resistance order. Sales of ceftriaxone and cefoperazone have dropped very sharply. However, in large hospitals in many places, there are only restrictions on the prescription rights of doctors at all levels, but there are no restrictions on the total amount and total amount of antibiotics used, so if some low-level but high-priced antibiotics are used, corresponding The decline in the total amount of money is also limited.
An investor in the pharmaceutical industry who did not want to be named also told Nandu reporters that many hospitals that still implement a 15% price difference still have incentives to use expensive drugs. Although the types of antibiotics that can be used are limited, they are within the range of options. For the same level of antibiotics, many doctors may use more expensive varieties.
Zhu Hengpeng from the Research Institute of Economic Research Institute of the Chinese Academy of Social Sciences told Nandu reporters that as long as the amount of antibiotics does not increase, it actually means a substantial shrinkage. According to analysis, other major categories of drugs and overall medications have grown rapidly.According to PDB data, in the first quarter of 2012, except for antibiotics, the year-on-year growth rates of other major categories of drugs and overall medications were all above 20%, and the growth rates were both Significantly higher than the level of the whole year of 2011, the demand for display terminal drugs is still relatively strong. If antibiotics are not controlled, the growth rate should be more than 20%. From this perspective, the previous strict anti-resistance measures of the Ministry of Health still have a huge impact.
Policy to stay alive
But this does not mean that antibiotic manufacturers have no way of survival. Some analysts in the pharmaceutical industry analyzed by reporters that the forthcoming implementation of the "Administrative Measures for the Clinical Application of Antimicrobial Drugs" is still somewhat relaxed. Hospitals and secondary hospitals limit the number of antibacterial drugs used. At the same time, there are no restrictions on anti-tuberculosis drugs and Chinese antibacterial drugs.
It is understood that China has abused antibiotics for many years, and the result is that if the range of restrictions on the use of antibiotics is too large at once, it may bring some unpredictable clinical consequences. This may be an important reason why the policy has opened some holes. one.
The aforementioned investors in the pharmaceutical industry believe that for some large-scale antibiotic manufacturers, because of their richer product lines, they can quickly switch to anti-tuberculosis drugs and traditional Chinese medicine preparations. It is reported that some fast-moving companies even started planning for the shift of their product lines at the beginning of last year. Moreover, in the future "hierarchical management catalogue" formulated by various provinces, there may be some unrestricted or less restricted but profitable varieties. This is also an opportunity for enterprises. But for some small and medium-sized enterprises with a single product, they may not be so lucky and will inevitably close their doors or be acquired by large companies. In the next one or two years, the entire antibiotic industry may usher in a major reshuffle, and the degree of concentration will increase as a result.