What changes will halftime bring to the medical industry in the second half?

Source: Medical Network

Like basketball games, "the first half" was attacked by the new crown epidemic, the pace of domestic production and life was disrupted, and the economic rhythm was affected. Facing the "second half" of the resumption of production, how to play? Where to call? It's all about the problem. At this time, the "half-time break" represented by the two sessions is particularly important, and the key to the second half of the final may be a "coach" sentence.

Today, the "two sessions" were officially held in Beijing. Looking back at the two sessions held in various localities years ago, in the work reports of governments in various provinces and regions, medical research, medical health and reform of the medical system are all focused on. Presumably, the convening of the two sessions means that, on the one hand, the situation of epidemic prevention and control continues to improve and the order of economic and social life accelerates to recover, which is a summary of the epidemic period; on the other hand, it is bound to release the problems and solutions found in the anti epidemic work, which will be very important for a long time in the future, especially in medical health and drug research and development Can China's pharmaceutical industry develop well after the resumption of production? What is the development direction? What are the key tasks? Will get the answer on this day.

The following is the author's sorting out of some materials, thinking that the general rate will be mentioned in the two sessions, and the future pattern will also change in several areas.

Vaccine: the only way to stop the epidemic

As the only choice to end the "post epidemic era", the role of the period is self-evident. During the two sessions, it is also expected to introduce a number of policies in the field of biomedicine, especially the "vaccine" part. Not only the "new crown vaccine", but also all vaccine R & D and production enterprises may have a good time.

From the perspective of capital investment, from the perspective of the key investment points of the vaccine industry and the future market space of heavyweight varieties, the product pipeline of the company is becoming more and more important to the company. The heavyweight vaccine with significant improvement and exclusive advantages determines the future of the whole company to some extent.

Considering the R & D and safety will be the key point advocated by the country next. Referring to the progress of the new crown vaccine R & D and the review speed of clinical trials, the author speculates that the benefits of the review and approval of innovative drugs in 2019 will be fully owned or even exceeded this year. At the same time, more strict vaccine safety supervision is bound to follow.

The following listed vaccine related enterprises can focus on:

Kangxinuo (new crown vaccine, 2 / 4-valent meningitis combined vaccine, whole serum pneumonia vaccine PBPV, tuberculosis enhanced vaccine, etc.);

Unknown medicine (new crown vaccine, inactivated enterovirus 71 vaccine, inactivated hepatitis A vaccine, combined hepatitis A and B vaccine, split influenza virus vaccine, inactivated pandemic influenza virus vaccine, etc.)

Zhifei Biology (Mycobacterium heifer vaccine, AC Hib triple vaccine, diploid rabid vaccine, 15 valent pneumonia combined vaccine, tetravalent norovirus vaccine, etc.);

Kangtai Biology (13 valent pneumonia combined vaccine, diploid rabies vaccine, quadruple vaccine & quintuple vaccine, quintuple rotavirus vaccine, etc.);

Hualan Biology (4-valent influenza vaccine, rabies vaccine, AC combined vaccine, etc.);

Changchun hi tech (nasal spray influenza vaccine, rabies vaccine, herpes zoster vaccine, varicella vaccine, etc.);

Watson Biology (13 valent pneumonia combined vaccine, 2 valent HPV vaccine, etc.);

From the development of innovative drugs in the past few years, it can be seen that "domestic substitution" is no longer the focus of the pharmaceutical industry. At present, China needs to have a unique "core competitiveness" in pharmaceutical development to compete with the international community. Therefore, in the future years, the development of innovative drugs will be supported by the state to varying degrees. The two sessions are no exception. The industrial chain of innovative drugs will be developed from R & D , review, production to post IPO payment and other links will receive corresponding policy support, and once again usher in golden development opportunities.

In particular, cro industry, at the moment of common transformation of national pharmaceutical enterprises, a large number of small and medium-sized enterprises suffer from the inability to carry out new drug research and development, and the funds, talents and time are far from enough, while cro industry is the lifesaver of such enterprises. In the process of helping enterprises transform, it also develops itself, which can be described as a win-win situation (reference intermediary and real estate).

Innovative drug recommendation focuses on Enterprises: Hengrui pharmaceutical, China biopharmaceutical, Hansen pharmaceutical, Shiyao group, Beida pharmaceutical, HISCO, Kelun pharmaceutical, Fosun Pharmaceutical, Kanghong pharmaceutical, Tonghua Dongbao;

Cro recommends enterprises of concern: Wuxi apptec, Zhaoyan new medicine, tag medicine, KANGLONG Huacheng and kailaiying.

Construction of medical facilities and management of high value medical consumables: increase in quantity and decrease in price

The epidemic, on the one hand, exposed the deficiencies in China's medical infrastructure construction, on the other hand, the epidemic promoted the supplement of medical facilities, coupled with the purchase of medical equipment under the new infrastructure in the future, the construction of medical facilities will be greatly promoted.

Novel coronavirus pneumonia joint prevention and control mechanism medical treatment team issued the notice on promoting the experience of construction and management of fever clinics in Shanghai in the past few days, and promoted the work experience of Shanghai Health Protection Committee to deal with the epidemic situation. The notice pointed out that hospitals at all levels should increase the configuration of fever clinics and related medical equipment. In particular, the paper points out that it is necessary to gradually increase the CT configuration of fever clinic, and gradually build up the classification according to the lack of imaging examination capacity of fever clinic. To a large extent, it has been disguised to tell us that in the past