Business Club, July 30th News
August 1，The "Administrative Measures for the Clinical Application of Antibacterial Drugs", which is the most stringent anti -decree in history, will be officially implemented。It is reported，The Ministry of Health is currently organizing the people in charge of antibacterial drug improvement in various provinces in Hefei、Guizhou and Xi'an meetings to discuss issues in the trial process，and will further consolidate antibacterial drug rectification work。
Facts，As early as 2011, when the method was still soliciting opinions，Related antibacterial drug companies already feel cold wind，Lu Anti -Pharmaceutical (600789)、Qianyuan Pharmaceutical (300254)、Federal Pharmaceutical、Jincheng Pharmaceutical (300233) and other antibacterial drug companies have encountered a large area of performance landslide。After the official implementation of this year，How can related listed companies be "limited"? The baked intermediate report preview display，Qianyuan Pharmaceuticals continued to decline in the first half of 2012，and the amplitude is about My stake betting app40.87%-49.31%; Jincheng Pharmaceutical's semi-annual performance is expected to decrease by 69%-76%。Lu Kang Pharmaceutical's first quarter performance decreased year -on -year performance，Losses 30.9058 million yuan。
Industry insiders think，This year's antibacterial drug -related companies are not optimistic，But the formal draft stipulates that "antibacterial drugs referred to in these measures do not include traditional Chinese medicine preparations with antibacterial effects"，Therefore, traditional Chinese medicine antibacterial drugs may benefit。
Antibiotic companies are calling hard
Representative enterprise as an antibacterial drug production，Lu Kang Medicine adopted a variety of measures last year, which still cannot stop the decline in the decline in the significant decline in performance。Announcement display，As of December 31, 2011，Lu Anti -Pharmaceutical's operating income of 2.333 billion yuan，6.23%over the previous year; but the total profit is only 27.052 million yuan，82.04%compared to the same period last year。
Lu Kang Medicine Explanation，Affected by the "restriction" policy such as antibacterial drug classification management，Domestic antibiotic drug market price decrease fell，The company's main raw drugs 7ACA and related products have fallen sharply; as the national basic drug bidding is implemented in various places，Some antibiotic products prices inverted the bid to win the bid to bring great negative effects to the market。
The Ministry of Health issued the "2012 National Antibiotic Clinical Application Special Remediation Activity Plan in 2012"，Policies such as "Administrative Measures for Clinical Application of Antibacterial Drugs" and other policy influence，Qianyuan Pharmaceutical Anti -infectious drug sales have declined a year -on -year，Net profit attributable to shareholders of listed companies in the first half of this year is 1,2 million yuan Stake Sports Betting-1,4 million yuan，decreased by 40.87%-49.31%year-on-year。
Qianyuan Pharmaceutical Anti -infectious Pharmaceutical Sales accounted for 71.79%of the company's operating income in 2011。Limited resistance order，Last year, the company's anti -infective drug sales revenue appeared a decrease of 12.84%year -on -year。And the company's adverse effects and future long -term market expansion needs to minimize the uncertainty of the national industry policy，increased marketing strength，In 2011, sales costs increased by 22.74%，Also drag the performance to a certain extent。
It is also deeply "limited" and Jincheng Medicine，The company's leading product AE-active ester is more obvious by policies，Sales in the first half of the year decreased sharply。Company said，Continue to be subject to the "Administrative Measures for Clinical Application of Antibacterial Drugs"、The impact of the "Restrictions" policy such as the Holocated Administration of Antibacterial Drugs，The product market competition intensified during the reporting period，The prices of the main products have decreased significantly year -on -year，The gross profit margin of the product decreases significantly year -on -year。Jincheng Pharmaceutical's profit of 41.7649 million yuan in the first half of last year，This year has fallen to 10 million yuan -13 million yuan，decreased by 69%-76%year-on-year。
Antibacterial drug limited use will be normalized
"Measures" issued graded management in clinical application of antibacterial drugs。According to safety、Efficacy、Bacterial resistance、Price and other factors，Divided antibacterial drugs into three levels: non -restricted use level、Restricted use level and special use level。
In the formal draft, specially added "Improving the Clinical Application of Antibacterial Drugs"，Highlighting the current status of low level of antibiotics in my country，Iriliarism is mainly reflected in excessive dosage、Excessive stake online sports bettinguse of use、Variety selection of unreasonable three aspects。
The antibiotic industry has gone through the high -speed growth of 2010，Go to the inflection point in 2011。According to the rectification results of some hospitals，For Class I incision，Antibiotic dosage through intervention，can be reduced from 90%to 10%，and does not affect the treatment effect at all。From this，The degree of abuse of antibiotic drugs can be seen。State's management of anti -videos of antibiotics is also strengthening year by year，"Restriction Order" is imperative。
The most stringent restrictions in history after the implementation of the history，The application of the product in the special directory will be strictly controlled，The application of the product in the special directory will be strictly controlled。Relevant departments will require medical institutions to formulate and control outpatient intravenous infusion antibiotic proportions，The formal draft also clearly specifies，The use of antibiotics of township medical institutions and community health centers will be managed by the county level and the corresponding level health department，The village clinic room is responsible for the township toilets entrusted by the county health department，Almost left no management gap。
Wu Yongpei, director of the Pharmacy Management Department of the Hospital Management Institute of the Ministry of Health, said，With the implementation of the Measures，Antibacterial drug restrictions will move towards normalization，In the future，will be further improved。
Although the policy is very harsh，But what needs to be noticed is，The definition of antibacterial drugs in the "Measures" refers to the treatment of bacteria、Icheella、clothing chlamydia、Like Body、Spiral、Drugs in the pathogenic disease caused by pathogenic microorganisms such as fungi and other pathogens，stake sports betting app"excluding the treatment of tuberculosis、Drugs of infectious diseases caused by parasitic diseases and various viruses, as well as traditional Chinese medicine preparations with antibacterial effects。"Therefore, traditional Chinese medicine antibacterial drugs are not limited。
In addition，In addition to the policy impact brought by the restriction order，In fact, every antibacterial drug company has their own difficult scriptures。For example, the representation of Qianyuan Pharmaceutical，Due to the deepening of the European debt crisis，Medical raw materials and main customers of the intermediate requirements to extend the credit account period，Company to avoid credit risk，Sales of this part of the business was suspended，Make the sales of medical raw materials and intermediates also declined sharply year -on -year。
