2016-08-05 15:33
The pharmaceutical industry policy tightening by pharmaceutical companies into the health care market
[straight news network Beijing on August 5th news] (Securities Daily) health industry become the meat and potatoes of the investment community, and health care products become an important field of many pharmaceutical companies have the layout of the.
August 4th, Shanghai Pharmaceutical (19.950, -0.04, -0.20%) announced that it will participate in the privatization of the Australian vitamin manufacturer Vitaco, and intends to 938 million yuan to obtain a 60% stake in Vitaco. Shanghai medicine, said the company can be acquired into the health care products industry, to enjoy the benefits of the future growth of the industry.
What is worth mentioning is that in addition to Shanghai medicine, including Tasly (3.97, -0.30, - 0.75%), Dawei (16.290, 0.44, 2.78%), Jincheng Pharmaceutical (23.660, -0.10, 0.42%), River Pharmaceutical (34.240, 0.04 and 0.12%) and a number of pharmaceutical companies have been in the health care industry layout. "From two or three years ago, a number of pharmaceutical companies began to layout health products." Ding Chen, Beijing, Shi Lichen, the head of pharmaceutical management consulting, told the Securities Daily reporters.
"In recent years, pharmaceutical industry policy more and more tight, both conformance assessment of generic drugs, or drugs substantially lower prices, let pharmaceutical business days very sad. And health care products is not so strict regulation, profit also has certain protection; in addition, with the enhanced awareness of health care, the future of the market will be a lot of disease prevention, health care products market space is still there." Oriental Gao Sheng, vice president of the east to accept the "Securities Daily" reporters, said.
However, although the health care products market is very big, but to create a star product is increasingly difficult. How to get a cup of soup in the competitive health care market, which is a lot of companies are still exploring.
"Release" of the health care products market
In June 30th this year, the State Food and Drug Administration issued a notice on the implementation of the "health food registration and filing management measures," the relevant matters.
The notice pointed out: "after July 1, 2016, the provincial food and drug supervision and administration department shall not accept an application for registration of health food, is no longer health food registration inspection sample letters sample; health food raw materials directory is published, the admissibility of the application for record filing of the health food."
Analysts believe that the changed record system, health food registration is extremely simple, brought about by the document control and monopoly situation will be broken, enterprises to enter the cost will be greatly reduced. "Regulatory authorities on the attitude of health care products gradually to 'put' in the direction of development, so that enterprises to compete." Shi Lichen said that the implementation of the record system helps enterprises to let go to create their own product group.
It is worth mentioning that, before the implementation of the above policies, many pharmaceutical companies have already caught the sky, this field layout.
Jincheng pharmaceutical released July 6th approved certificate of domestic health food notice. The company's own research and development of glutathione grape seed vitamin CE tablets is one of the downstream products of glutathione. Jincheng pharmaceutical, said the approval certificate of the glutathione grape seed vitamin CE tablets health food, is conducive to further carry out the relevant business in the field of health food, in line with the company "medicine and health" of the industrial layout.
And this time Shanghai Pharmaceutical proposed acquisition of Vitaco is a development, production and sale of a series of nutrition, health and care brand products nutritionals. Vitaco is the main market of Australia and New Zealand, the main products include health care products, sports nutrition and health food. "Indirect sales" Vitaco's business in China contains through commercial channels "direct sales" brand for Healtheries (the Chinese name "healtheries") and Musashi (Chinese name "Musashi") products, and in Australia and New Zealand by local distributor in China. In the first half of 2016, Vitaco China's direct and indirect sales revenue of nearly $11 million 520 thousand. Shanghai pharmaceutical, said companies have their own domestic online and offline channel resources, and Vitaco have high-quality health care products, the combination of the two can create a large-scale health product combination and fist product; the acquisition fit Shanghai medicine in the field of health strategy development standard, and can promote Shanghai Pharma's international development and layout.
Qu thermite in view, enterprise acquisitions overseas health care products company, product introduction domestic faster than the speed of drug, but also a very good choice.
"Explosive" scarce
The layout of pharmaceutical companies in the field of health care products, is closely related to the potential market and profit.
The new Sanban listed enterprise Jiu Shengtang main business is bioactive peptides ("enzymatic peptide) series of health food, nutrition food, health food and related products R & D, production and sales. The company released data show that last year the company achieved operating income of 1741.27 million yuan, gross margin was 75.23%, the weighted average return on net assets rate was 44.29%; 2014 achieve operating income 938.68 million yuan, gross margin is 73.74%, the weighted average return on net assets rate was 36.23%. In addition, in the A-share listed companies, Tomson times 2016 Bannianbao show that company's main products were tablet, powder, capsule, which tablet gross margin was 73%, gross margin of powder was 55%, capsule of gross margin was 62.8%.
However, the regulatory authorities to implement the record system for health care products, so that the whole market in the spring of health care products in the same time, it will further exacerbate the competition in this industry.
Layout of health care products, pharmaceutical River in 2016 semi annual report in this, after the implementation of the "health food registration and filing management approach", health food products listed the management mode of adjustment by the original registration system for registration and record keeping system combining the management mode, reduced the processing time, many foreign companies began acquisition of domestic health food enterprises, distribution of health development, intensified competition in the industry.
According to pharmaceutical River, in the first half of this year, by the influence of segments of the market environment and policy, during the reporting period health care products of the whole plate sales is not ideal, only to achieve operating income of 110 million yuan, drop compared to the same period 22.24%.
Analysts believe that, with the development and growth of large health industry, the future health care products market size is expected to exceed one hundred billion yuan. But it is worth mentioning that, in this huge market, star products, especially popular "explosive" is a little less. "Health care products threshold is low, may soon make a 'explosive product', but the life cycle is relatively short." Qu Rongxiang reporters.
Maca as health care products to the market, its glory and decline is a microcosm of the situation changes in the health care market. It is understood that Maca won the 2011 national "certification of new resources of food, then the price and output rise directly to a high position of maca. According to media reports, some coffee to fry Heima per kg million price. However, the price of this year Maca and into another extreme, prices plummeted, the lowest purchase some Maca to every kilograms 1 yuan.
For this phenomenon, Shi Lichen believes that enterprises need to solve the two major problems of product groups and marketing channels, and the latter is the primary problem.
Qu Rong said that the drug is much higher than the requirements of health care products, pharmaceutical companies to do health care products, is the advantage of technology. "But there are also difficulty in marketing health care products, health care products need to build a strong brand, and the original product sales strategy and channel also tend to have relatively large differences, want to also is not an easy thing to do good sales."
Shi Lichen told reporters that the health care products sales channels, including supermarkets, pharmacies, electricity providers and specialized health products stores, and specialized sales of health products store sales. "The establishment of the marketing system is the first to solve the problem of health care products industry layout. Enterprise is not to get the product, you can achieve sales in the market. Many pharmaceutical companies are involved in this field, but rarely succeed".
Qu Rongxiang reporter said health care products market in China has been more confusion, but also the lack of leading enterprises in the real, such as Tomson times (13.280, -0.02, - 0.15%) of this kind of enterprises, the market share of than the current is still very low. But in the future there will be a number of competitive enterprises.
Interpretation of the news hot spots, showing sensitive events, more exclusive analysis, in the "things" WeChat, scan two-dimensional code free reading.
 |