Ministry of Health dynamic biomedicine upgrade

Opportunities and Risks under the Main Line The Ministry of Health issued the “2012 Health Work Essentials”. In 2012, the new rural cooperative medical care system will be further improved in accordance with the requirements of basic, strong grassroots and construction mechanisms, and comprehensive reform of grassroots medical and health institutions will be promoted; Expand the scope of implementation of the national essential medicine system, promote the implementation of the national essential medicine system in village clinics, encourage local governments to adopt purchasing services, etc., and gradually incorporate non-government-run grassroots medical and health institutions into the implementation scope; complete the national basic standards applicable to medical and health institutions at all levels. The development of the drug list (2012 edition), standardizing the local addition of non-catalog drugs.

The main capital flow into individual stocks (02/09) institutional capital flow has been found to be a huge change free Level-2 high-speed market charge software powerful features limited time free analysis from the analysis can know that China's medical insurance expansion is the trend of the times, more policy to promote; and biotechnology drugs gradually In the trend, the expiration of patents provides a major opportunity for generic drugs in China. Therefore, there are opportunities in the biomedical industry.

Due to the high oil prices and the tension in the Middle East, it is not difficult to solve in the short term, and the cost is greatly increased, which is alert to the investment risks brought by the plastics industry.

Why do we choose the biomedical industry (opportunity) at this time?

1. Medical insurance coverage, policy promotion From the perspective of behavioral analysis, China's medical insurance expansion is the general trend, coupled with domestic policies to help biomedicine, will certainly bring huge development opportunities to the industry. For example, on November 28, 2011, the Ministry of Science and Technology released the “Twelfth Five-Year Plan for Biotechnology Development”. On December 26, the Ministry of Science and Technology and the Ministry of Human Resources and Social Security jointly issued the “National Medium- and Long-Term Biotechnology Talent Development Plan (2010-2020)”. In less than a month, two consecutive development plans directly refer to “biotechnology”, indicating that the state will increase its support and promote the bio-industry as a pillar industry of the national economy. Especially in the medical insurance is covering the whole people, the basic medical catalogue will be expanded, and a large amount of demand is gradually erupting. Therefore, there are great opportunities in the biomedical industry.

From the perspective of capital preferences, biopharmaceutical listed companies have always been relatively stable in their performance. They have always been valued by public funds. Once the demand is expected to erupt, they will be able to attract them to use funds.

2. Industry-based biotech drugs are gradually becoming a trend, and patent expiration provides a major opportunity for generic drugs in China. With the increasing difficulty in the creation of new chemical drugs, biotech drugs have gradually become an important source of innovative drugs. The plan said that by 2020, biotech drugs will account for more than one-third of all drug sales revenue. Following the 2010 clopidogrel, losartan, donepezil, tamsulosin and enoxaparin, in 2011, six other heavyweight world-selling patented drugs expired. Therefore, in 2011, it was regarded by the international pharmaceutical industry as the “Best City Year” for the best-selling patented drug manufacturer. However, in the development and production of generic drugs, Chinese companies have accumulated decades of experience. At present, a large number of patented drugs have expired, which is a rare business opportunity for domestic API manufacturers. Therefore, the biomedical industry deserves long-term attention.

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