The new sword of the Ministry of Health refers to antibiotics abuse of cephalosporin raw materials and falls together
Release time: 2011-09-06 & nbsp & nbsp & nbsp Source:
Business Club, September 3rd, is known as "the most stricter in history" "Administrative Measures for the Clinical Application of Antibacterial Drugs" (Draft for Solicitation of Opinions).，Antibiotic manufacturers feel the autumn and cold in advance。According to an industry analyst who is unwilling to disclose the name，At present, about 100 billion yuan of antibiotic markets may be able to retract from 200-30 billion yuan，He thinks，The most serious period of the growth rate of antibiotics has passed，It may decline in the second half of the year。
New Sword refers to antibiotics abuse
According to the draft of comments，A antibacterial drug varieties of third -level medical institutions do not exceed 50 species in principle，There are no more than 35 species in the secondary hospital，The same universal name injection dosage form and oral dosage types do not exceed 2 types，Prescription composition of the same type of compound stake sports betting apppreparation stake online sports betting1-2。Another，Antibiotic drugs in clinical non -restricted use、Restricted use and special use of 3 levels of management。That is according to the patient's condition、Antibiotic effect，Each antibiotic medicine has different levels of division。
The second draft is the second draft for this comments，In April this year, the Ministry of Health released the first round of "Administrative Measures for Clinical Application of Antibacterial Drugs (Draft for Solicitation)"。Industry insiders think，The "Special Rectification Activity Plan for the National Antibacterial Drug Clinical Application in 2011" issued by the Ministry of Health in July means that the curtain of regulatory antibacterial drugs in my country has been opened。
For listed companies，"All antibiotic companies in the first round will be affected，Production 3、Four -generation cephalosporin more companies are more affected。"A pharmaceutical analyst said。The market generally believes that there is a certain degree of beneficial anti -infected Chinese medicine preparations that are not within the scope of management，Baiyunshan、Yunnan Baiyao [61.28 -0.92%]、Red Japanese Pharmaceutical [26.99 -0.04%] and other related Chinese medicine antibacterial products。
But some analysts expressed his different opinions: "The first draft does not say that traditional Chinese medicine anti -infective preparations，Market Lenovo Traditional Chinese Medicine may be limited; but the second draft clearly excludes Chinese medicine outside，Therefore, the benefits of Chinese medicine are just relative to the first draft，New rules of antibacterial drugs will not affect the amount of traditional Chinese medicine antibacterial drugs，It is mainly a problem that restricts abuse。”
The unreasonable use of My stake betting appantibacterial My stake betting appdrugs is common in the world's，The theme of the World Honesty Day in 2011 is "Do not take action today，No medicine can be available tomorrow。"" according to the WHO standard，The average usage rate of antibacterial drugs in the hospital should be less than 30%，But，At present, the usage rate of antibacterial drugs in my country is about 46.5%，The average usage rate of antibacterial drugs in hospitalized patients is as high as 70%，The use rate of patients with surgery is even 97%-100%。
Due to high abuse，Antibacterial drugs have become the largest medication in my country，This phenomenon is extremely unreasonable。Director Jiao Yahui, Director of the Medical Department of the Ministry of Health, once told the media，The Ministry of Health will rectify the irregular situation of anti -bacterial drugs in 3 years。The new rules that have been released this year have made the Ministry of Health focus on solving the determination of antibacterial abuse。
Cephalosporin raw material volume and price fell together
Several listed companies that reported antibiotics interviewed by the reporter yesterday said，The new rules have not yet been introduced for formal documents，Not convenient comment。But some analysts point out，Antibiotic order reduction、The decline in sales growth has been revealed in the first half of this year。Consistent Pharmaceutical [0.00 0.00% Stock Research Report] 2011 interim report display，Its cephalosporin product revenue is 800 million yuan，increased by 15.69%year -on -year; and in the first half of 2010，Cefbal product revenue is 692 million yuan，The year -on -year increase is 75.28%，The growth rate drops sharply。Consistent Pharmaceutical's respiratory cough medication in the first half of 2011, although the revenue in the first half of 2011 stake betting appwas only 124 million yuan，But the stake betting appincrease was 39.21%，Also far more than cephalosporin products。and North China Pharmaceutical [11.15 -0.18%] cephalosporin products achieved revenue of 541 million yuan in the first half of this year，Fall 4.45%year -on -year。
From the details,，New regulations also require doctors to be qualified in addition to the clinical application of antibacterial drugs，It also clarified the prescription permissions of each doctor's corresponding antibacterial drug。It is reported，Restricted level antibiotics can only open the place if the deputy chief physician level or above。Industry insiders think，Due to the relationship of "medicine with medicine"，The hospital will still prefer the use of large sales varieties，For large antibiotic varieties that have been sold in sales，Impact limited。
Some analysts said: "From drug resistance、Price、Three indicators of efficacy，Cef 3、Four Generations High price、More resistance to drug resistance，Leading abuse increase，Therefore，Three -generation cephalosporin basically does not involve。"General Manager of Beijing Oriental Bitter Technology Co., Ltd. (Health Network)、Chief researcher Wu Huifang also thinks，The most affected one will be the kind of homogeneity of the effect，Drug -resistant varieties and excessive varieties of imitating manufacturers in the same product，It is mainly concentrated in two、3、Four Generations Cefbal and Pinosterone。
Antibiotic upstream companies are also implicated，At present, some raw materials have fallen together，Important intermediates such as cephalosporin antibiotics 7-ACA price has fallen below 500 yuan/ton at a high of 860 yuan/ton last year，and penicillin intermediate 6-APA price also decreased from 225 yuan/ton to 190 yuan/ton，stake betting appCefei Tosamine raw material stake online sports bettingprices fell from 1,000 yuan/ton to 600 yuan/ton。Qilu Securities Research Report Show，downstream dealers began to reduce orders，Try to avoid inventory as much as possible，Some hospitals have begun to restrict the use of antibiotics，Antibiotic use and use variety decreased sharply。
Qilu Securities Research Report Show，At present, the antibiotic industry is facing unprecedented challenges，The original high -end product terminal advantage is no longer，Restricted after use means that many products are very likely to withdraw from some high -end markets，and low -end products are thin and difficult to sell，Industry profit level Facing an inflection point。From the perspective of the entire industry，The proportion of anti -infective drug sales has decreased from 30.73%in 1999 to 23.10%in 2010。
New Sword refers to antibiotics abuse
According to the draft of comments，A antibacterial drug varieties of third -level medical institutions do not exceed 50 species in principle，There are no more than 35 species in the secondary hospital，The same universal name injection dosage form and oral dosage types do not exceed 2 types，Prescription composition of the same type of compound stake sports betting apppreparation stake online sports betting1-2。Another，Antibiotic drugs in clinical non -restricted use、Restricted use and special use of 3 levels of management。That is according to the patient's condition、Antibiotic effect，Each antibiotic medicine has different levels of division。
The second draft is the second draft for this comments，In April this year, the Ministry of Health released the first round of "Administrative Measures for Clinical Application of Antibacterial Drugs (Draft for Solicitation)"。Industry insiders think，The "Special Rectification Activity Plan for the National Antibacterial Drug Clinical Application in 2011" issued by the Ministry of Health in July means that the curtain of regulatory antibacterial drugs in my country has been opened。
For listed companies，"All antibiotic companies in the first round will be affected，Production 3、Four -generation cephalosporin more companies are more affected。"A pharmaceutical analyst said。The market generally believes that there is a certain degree of beneficial anti -infected Chinese medicine preparations that are not within the scope of management，Baiyunshan、Yunnan Baiyao [61.28 -0.92%]、Red Japanese Pharmaceutical [26.99 -0.04%] and other related Chinese medicine antibacterial products。
But some analysts expressed his different opinions: "The first draft does not say that traditional Chinese medicine anti -infective preparations，Market Lenovo Traditional Chinese Medicine may be limited; but the second draft clearly excludes Chinese medicine outside，Therefore, the benefits of Chinese medicine are just relative to the first draft，New rules of antibacterial drugs will not affect the amount of traditional Chinese medicine antibacterial drugs，It is mainly a problem that restricts abuse。”
The unreasonable use of My stake betting appantibacterial My stake betting appdrugs is common in the world's，The theme of the World Honesty Day in 2011 is "Do not take action today，No medicine can be available tomorrow。"" according to the WHO standard，The average usage rate of antibacterial drugs in the hospital should be less than 30%，But，At present, the usage rate of antibacterial drugs in my country is about 46.5%，The average usage rate of antibacterial drugs in hospitalized patients is as high as 70%，The use rate of patients with surgery is even 97%-100%。
Due to high abuse，Antibacterial drugs have become the largest medication in my country，This phenomenon is extremely unreasonable。Director Jiao Yahui, Director of the Medical Department of the Ministry of Health, once told the media，The Ministry of Health will rectify the irregular situation of anti -bacterial drugs in 3 years。The new rules that have been released this year have made the Ministry of Health focus on solving the determination of antibacterial abuse。
Cephalosporin raw material volume and price fell together
Several listed companies that reported antibiotics interviewed by the reporter yesterday said，The new rules have not yet been introduced for formal documents，Not convenient comment。But some analysts point out，Antibiotic order reduction、The decline in sales growth has been revealed in the first half of this year。Consistent Pharmaceutical [0.00 0.00% Stock Research Report] 2011 interim report display，Its cephalosporin product revenue is 800 million yuan，increased by 15.69%year -on -year; and in the first half of 2010，Cefbal product revenue is 692 million yuan，The year -on -year increase is 75.28%，The growth rate drops sharply。Consistent Pharmaceutical's respiratory cough medication in the first half of 2011, although the revenue in the first half of 2011 stake betting appwas only 124 million yuan，But the stake betting appincrease was 39.21%，Also far more than cephalosporin products。and North China Pharmaceutical [11.15 -0.18%] cephalosporin products achieved revenue of 541 million yuan in the first half of this year，Fall 4.45%year -on -year。
From the details,，New regulations also require doctors to be qualified in addition to the clinical application of antibacterial drugs，It also clarified the prescription permissions of each doctor's corresponding antibacterial drug。It is reported，Restricted level antibiotics can only open the place if the deputy chief physician level or above。Industry insiders think，Due to the relationship of "medicine with medicine"，The hospital will still prefer the use of large sales varieties，For large antibiotic varieties that have been sold in sales，Impact limited。
Some analysts said: "From drug resistance、Price、Three indicators of efficacy，Cef 3、Four Generations High price、More resistance to drug resistance，Leading abuse increase，Therefore，Three -generation cephalosporin basically does not involve。"General Manager of Beijing Oriental Bitter Technology Co., Ltd. (Health Network)、Chief researcher Wu Huifang also thinks，The most affected one will be the kind of homogeneity of the effect，Drug -resistant varieties and excessive varieties of imitating manufacturers in the same product，It is mainly concentrated in two、3、Four Generations Cefbal and Pinosterone。
Antibiotic upstream companies are also implicated，At present, some raw materials have fallen together，Important intermediates such as cephalosporin antibiotics 7-ACA price has fallen below 500 yuan/ton at a high of 860 yuan/ton last year，and penicillin intermediate 6-APA price also decreased from 225 yuan/ton to 190 yuan/ton，stake betting appCefei Tosamine raw material stake online sports bettingprices fell from 1,000 yuan/ton to 600 yuan/ton。Qilu Securities Research Report Show，downstream dealers began to reduce orders，Try to avoid inventory as much as possible，Some hospitals have begun to restrict the use of antibiotics，Antibiotic use and use variety decreased sharply。
Qilu Securities Research Report Show，At present, the antibiotic industry is facing unprecedented challenges，The original high -end product terminal advantage is no longer，Restricted after use means that many products are very likely to withdraw from some high -end markets，and low -end products are thin and difficult to sell，Industry profit level Facing an inflection point。From the perspective of the entire industry，The proportion of anti -infective drug sales has decreased from 30.73%in 1999 to 23.10%in 2010。
