On November 6, the National Development and Reform Commission issued the catalogue of guidance for the Adjustment of capacity structure (2019), which will come into effect as of January 1, 2020. A large number of pharmaceutical production and energy are involved. There are more than 900 items in the catalogue, accounting for 60% of the total number of items in the catalogue. The new catalogue slightly increases the limit and elimination standard, adds or modifies the restriction class, and eliminates nearly 100 items of the class.
In recent years, the environmental protection of medical products, in particular the drug substance and the production process, has attracted more and more attention from the regulatory authorities. In particular, in November 2017, the Ministry of Industry and Information, the Environment and Environmental Protection Department, the State Planning Commission and the General Administration of Food and Drug Administration have jointly issued a notice to request the production of the cross-peak of pharmaceutical enterprises in the surrounding areas of Beijing and Tianjin.
(picture source:搜狗图片)
The production capacity structural adjustment guidance catalog, which has been published in 2005,2011 and 2013, has played an important role in strengthening and improving macro-control, guiding social investment direction, promoting industrial structure adjustment and optimizing and upgrading. The new revision of the "Directory>" is to adapt to the new situation, new tasks and new requirements. Compared with the past, the new revision of the overall tone of the "directory>", turning to the optimized stock allocation, expanding the high-quality incremental supply, the high-end attitude in the global value chain of the layout is more clear. It can be seen that the innovative drugs, in particular the prevention and control needs of major and multiple diseases in China The first development and production of general name drugs, children's drugs, and the development and production of shortage drugs were listed at the top of the encouraging list. At the same time, the modern technology research of major disease prevention and control vaccines, antibody drugs, gene therapy drugs, cell therapy drugs, as well as the modern dosage form technology of traditional Chinese medicine, the inheritance of processing technology of traditional Chinese medicine, and the development and production of classic prescription of traditional Chinese medicine are also encouraged.
In addition, the encouragement also includes digital medical imaging equipment, AI auxiliary medical equipment and other emerging technologies. Combined with the policies issued by the competent departments of the industry, such as the Health Care Commission, the Drug Administration Bureau, the Medical Insurance Bureau, and so on, industry analysis, clinical urgent emergency and rescue drugs, slow disease drugs, such as children's drugs, anticancer drugs, etc., will mainly undertake good benefits. Traditional Chinese medicine, including traditional Chinese medicine slices, proprietary Chinese medicine, speed up the process of modernization, improve quality, will also achieve explosive development.
Take genetic drugs as an example. The previously approved home-grown gene-immunoassay drug, PD-1, has continued to be released. According to the interim report of 2019, Junshi Bio's Trepizumab, the first half of the sales revenue reached 308 million yuan. The second approved cinda bio's cindiolizumab achieved $330 million in sales. According to industry forecast, by 2020, the global anti-tumor drug market size will reach 150 billion US dollars, China market size will exceed 30 billion US dollars. Analysts believe that China will produce more and more anti - cancer drugs. The participation of the product in the competition, and even the more and more important position.
In accordance with the relevant provisions, the relevant departments will examine and approve, approve or record the incentive projects in accordance with the relevant provisions; for restricted projects, new construction will be prohibited, and the existing production capacity will be allowed to be reformed and upgraded within a certain period of time; for phase-out projects, investment shall be prohibited and phased out within the prescribed time limit. This means that under the regulation and control of the state encouraging, restricting and eliminating one batch, the pattern of the pharmaceutical industry in 2020 has added new variables. Combined with generic drug consistency evaluation, bulk procurement and other policy measures, the knockout process of the pharmaceutical industry will be accelerated. Analysts believe that although these policies may lead to price increases, discontinuation of supplies and other stress in the short term,
According to the inquiry, there are 26 items of medicine. Among them,6 of the encouraging class,6 of the restricted class,8 of the backward production process equipment of the phase-out category,5 of the backward products, and 1 for the "Drug cold chain logistics, drug logistics quality safety control technology service" under the modern logistics industry, The above-mentioned
