The 12th Five-year Plan of the Bio-pharmaceutical Industry or the recent introduction

A few days ago, people familiar with the matter disclosed to reporters that the 12th Five-Year Plan for the biomedical industry has been finalized and may be introduced in the near future. Analysts pointed out that with a certain degree of shift in drug price policies and a slowdown in the growth of industry costs, the growth rate of profitability of the pharmaceutical industry is expected to recover, and the growth rate of related listed companies is expected to bottom out. The 12th Five-Year Plan in the biomedical industry With the introduction of the "policy dividend" forecast, there may be a trend in the pharmaceutical sector.

China Finance Network: The Twelfth Five-Year Plan of Bio-Pharmaceutical Industry proposes to carry out major actions in the four areas of “innovation of new drugs, industrialization, international development, and upgrading of industrial structure”.

Wang Changlin, head of the planning and drafting group: In the next five years, the development of biopharmaceuticals will focus on innovative drug types such as biotechnology drugs, new vaccines, diagnostic reagents, and chemical drugs for the prevention and treatment of major diseases. It is expected that by 2015, the sales revenue of the top 100 new drug companies will account for 50% of the total sales revenue of the industry. By 2020, five companies will enter the top 100 pharmaceutical companies in the world.

Great Wall Securities Yao Wenqi: The profitability of the pharmaceutical industry will gradually improve. On the one hand, the price of Chinese herbal medicines has been falling for nearly four consecutive months. On the other hand, the pressure of price cuts has gradually eased, and the basis medicine system has improved with the compensation system in various regions. The amount is expected to rebound. It is expected that the profit growth rate and profitability of the pharmaceutical manufacturing industry in the fourth quarter are expected to rebound.

Orient Securities Li Shuhua: This year is a year in which various policies and costs are negative and factors in the industry's psychological fluctuations are concentrated. In the future, policy and market expectations, as well as rising costs and other unfavorable factors, will gradually subside, and the growth of the pharmaceutical industry is expected to rebound. . It is recommended that companies that are less affected by the current bidding price or benefit from the cost reduction, such as proprietary Chinese medicines, biological products, medical devices, and medical services, as well as pharmaceutical companies with cost transferability and pricing power.