Recent policies in the field of pharmaceuticals are constantly，"Measures for the Registration of Drug Registration (Revised Draft)" has been officially released，and ask the revised draft to start soliciting opinions。Some analysts said，Future Drug Registration Management and other aspects have made large adjustments，May stimulate pharmaceutical production enterprises Stake Sports Bettingstake online sports bettingmergers and acquisitions and reorganization。Where，Chinese medicine and innovative drugs accounting for relatively large listed companies are expected to usher in Dongfeng。

 

  These two years are the big year of drug review reform，Reporter learned from the website of the State Drug Administration，"Measures for the Registration of Drug Registration (Revised Draft)" (hereinafter referred to as the "Draft for Soliciting Opinions" has been officially released。From the perspective of the industry，"Draft for Soliciting Opinions" newly increased stake online sports betting& ldquo; related approval & rdquo; Terms，It may further stimulate pharmaceutical companies Stake Sports Bettingstake online sports bettingmergers and acquisitions for mergers and acquisitions。

 

  Pharmaceutical enterprises or upstream layout

 

  "Draft for Soliciting Opinions" pointed out，Innovative drugs should have clear clinical value; improved new drugs should have obvious clinical advantages than the original variety;。East Xing Securities Analyst Yang Ruomu believes，This is the reform of chemical registration and classification of chemicals announced in the early stage、Innovative drugs in the preferred approval、The idea of ​​generic drugs is consistent，All are encouraged to innovate with clinical value -oriented。

 

  "Draft for Soliciting stake online sports bettingOpinions" also proposes stake online sports betting& ldquo; related approval & rdquo; Terms。As stipulated in Article 74，Application of the raw and drug application for listing，Application or supplementary application association application with the drug preparation，Application for listing without accepting separate raw materials。

  

  So，Some people in the industry estimate，Related approval may make the upstream and downstream pattern of the pharmaceutical sector re -establish。Pharmaceutical companies will hold upstream resources & ldquo;。& ldquo; In the future, pharmaceutical companies will quickly lay out upstream layout，M & A reorganization is indispensable。& rdquo;。

 

  At the same time，Yang Ruomu pointed out，Compared to the regulations in the current documents & ldquo;，From the date of acceptance of the protection of Chinese medicine to make administrative decisions，Speaking of generic drug applications for the same variety & rdquo;，"Draft for Consultation" from & ldquo; suspended & rdquo; rose to & ldquo; stop & rdquo;，Encourage Chinese medicine innovation。

 

  Some institutions think，Considering the economy of Chinese medicine，The proportion of traditional Chinese medicine in the future may be further increased。For example，stake online sports bettingData show，The growth rate of the total profit of stake betting appthe Chinese medicine beverage industry has decreased from more than 30%in the past to about 8.36%in 2014，But last year rose to about 22%。So，Most experts estimate，Future Chinese medicine products may gradually focus on industry leaders。

 

  A -share market，Chinese medicine leading listed companies have always resisted。Guo Xin Securities Analyst Deng Zhouyu said，East Ejiao、China Resources Three Nine、Bai Yunshan、Tazhi and other Chinese medicine leading companies in 2016 are all at the bottom of history。Demonstration of Chinese medicine leading stocks has replenishment and valuation repair requirements。

 

  Innovative individual stocks will be obtained & ldquo; protection & rdquo;

 

  "Draft for Consultation" gives more protection for innovative drugs。Natural drug innovation drugs can automatically obtain variety protection while applying for listing permits。

 

  Analysis thinks，Generally speaking，Non -circulating pharmaceutical companies R & D investment accounts for about 5%of operating income，Where，The highest proportion of biomedicine，The average value is about 8%。The relatively low generic drugs，At about 5%。Chinese patent medicine is relatively low，at 3%~ 5%。