Love stock

Oriental Fortune Securities--Special Research on Pharmaceutical Bio-industry: Domestic Curb-Reducing Drugs Accelerate the Importation of Import Substitutions [Industry Research]

Click volume:Number of reply: 0Report God Qi chariot Published on 2019-03-14 10:51:22

[Summary of research report content]

    [Investment Highlights]

    In the past 30 years, the blood lipid level of the Chinese population has gradually increased, and the prevalence of dyslipidemia in adults has increased significantly. Although people's awareness of diagnosis and treatment has improved in recent years, because patients with dyslipidemia have no obvious symptoms and are difficult to detect, there is still a gap between the prevalence rate and the rate of diagnosis and treatment, which means that there is still a stock market for lipid-lowering drugs to be digested. At the same time, the advent of the aging era and the younger trend of illness will bring incremental space for dyslipidemia.

    Hypolipidemic drugs have grown steadily in the terminal hospitals, with a growing market share of statins, while statins themselves continue to be iterative, third-generation statins (atorvastatin, rosuvastatin, pinning) Statins have a significant advantage in lipid-lowering effects and are superior to the first two generations of statins in terms of drug safety, so the proportion of third-generation statins in lipid-lowering drugs in sample hospitals continues to increase. With the introduction of atorvastatin, rosuvastatin, and pitavastatin into the 2017 edition of the medical insurance catalogue, as well as the atorvastatin and rosuvastatin new 2018 version of the base drug list, the third-generation statin market share has some improvement. space.

    As atorvastatin and rosuvastatin entered the first batch of procurement lists, domestic manufacturers played a price advantage under the policy support, dervastatin of Dezhan Health and rosuvastatin of Jingxin Pharmaceutical successfully won the bid. 4+7” is the quantity purchase. In the future, with the expansion of the provinces and participating varieties, the import substitution of lipid-lowering drugs will accelerate, and the market share of domestic manufacturers will increase.

    [Configuration suggestions]

    Cautiously optimistic about the price-changing volume is expected to achieve market share improvement of the winning bidder Jingxin Pharmaceutical (002020);

    It is recommended to pay attention to the domestic atorvastatin leading enterprise Dezhan Health (000813).

    【risk warning】

    The implementation of the quantity procurement policy was less than expected;

    The company's capacity constraints cannot support purchase volume requirements.

Read the full text of the attachment please download:Oriental Fortune Securities--Special research in the pharmaceutical and biological industry: the domestic fat-reducing drugs speed up the import substitution

I support() I object() Return to the research report Reply to topic


Post Reply

expression: smile laughing out loud Flowers anger Cry Helpless sweat pain sinister smile Madness Was flat Soy sauce push ups Cutting meat despise Bear Cattle rise
username Password 5 seconds registration

The post you have seen recently

Hot stocks

Financial sector
respected user:

In order to provide a more harmonious, healthy and effective communication environment for the majority of shareholders, if you find any violations of national laws and regulations, please contact us in time with the financial sector management administrator. You are welcome to provide valuable comments and suggestions.

Financial Customer Service Center Email:

Love stock customer service phone: 010-5832 5349