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News Detail

Medical and biological industry weekly: medical services and medical devices have long-term investments.

2016/07/07 15:52

Recent industry and company information review

1, the catalogue of low price drugs is about to be published. Some Chinese medicine varieties are learned by the new students. In the documents issued by the development and Reform Commission to the provinces, 890 varieties are included in the list of low price drugs. For these varieties, the NDRC plans to cancel the highest zero price set by the government. To only limit the daily use of the cost (that is, the medicine is below 3 yuan, the Chinese patent medicine is below 5 yuan), the production enterprises in this scope, according to the cost and market conditions of independent pricing, reported to the Sales Department of the price department for record.

2, Shenzhen will cancel the two selection of drugs and broaden the allocation of basic drugs. After the abolition of drug addition last year, Shenzhen recently decided to cancel the "two selection" of drugs. Yesterday, the Shenzhen municipal health and Family Planning Commission held the city's work conference on drug administration and sunshine medication. At the meeting, it is proposed that Shenzhen will no longer carry out the "two selection" of drugs, and cancel the additional varieties of medicines other than the national and provincial basic medicines list.

3, there is a rise and the reduction of the insurance, the development and Reform Commission is brewing adjustment of the drug price scheme is reported, the national development and Reform Commission is brewing a plan to adjust the price of Chinese medicine, is expected to be introduced in early next year. The price adjustment target is the Chinese patent medicine of the non essential national essential drugs in the price range of the government, and the price of proprietary Chinese medicines entering the national essential drugs should be studied separately. At present, China's Chinese patent medicine production enterprises are 2595. "There is a rise and an insurance" to encourage low price drug production to meet market demand, and enterprises with a large number of exclusive Chinese medicine will be affected, such as Yiling pharmaceutical, Tongren hall, health care industry or will face a decline in profit.

4, 104 medical equipment industry standards issued by large enterprises will profit CFDA a day before the promulgation of 104 medical equipment industry standards, of which 31 compulsory standards, recommended standards 73. This is the first time that the State Food and drug administration has promulgated the standards for medical devices since its establishment. The industry standards promulgated by the State Food and drug administration can rectify the market and protect the interests of large medical device enterprises.

A review of the market last week

Last week, the biopharmaceutical sector fell by 2.91% a week, losing the market. All six sectors of the sub sector fell, in which medical services and medical device plates were adjusted for lock returns, the fall was relatively large, the single week fell 14.43% and 8.90% respectively. Among the other sectors, the biologics plate fell 2.87%, the chemical pharmaceutical plate fell 2.03%, the Chinese medicine fell 1.43%, and the pharmaceutical business fell 1.32%. In terms of shares, Shanghai, Baiyun Mountain, Asia Pacific medicine, Fred stock, Hansen pharmaceuticals, purple and Han, East China medicine, Tongren hall, etc., while David medical, baalet, Dean's diagnosis, Richard's instrument, tiger medicine and so on. At present, the TTM value of the biopharmaceutical plate is 35 times, and the dynamic valuation is 31 times. Compared with the total 300 (excluding financial services), the valuation premium rate is 142%, and the valuation has picked up.

This week's investment view

After a series of negative stimulus in the early days, the overall valuation pressure eased. With the resumption of IPO, the introduction of the low price drug catalogue and the policy of encouraging social capital to establish a healthy service industry, the pharmaceutical sector, especially the plate of medical services and traditional Chinese medicine, has ushered in investment opportunities again. We insist that the pharmaceutical sector has a long-term investment value. In the near future, we suggest that we continue to pay attention to private hospitals. The medical service theme of the logo, the concept stocks of SOE reform, the exclusive varieties of Chinese medicine and some of the concept stocks with high sending and transferring. In the stock pool, it is recommended to pay attention to TBL, Yunnan Baiyao, East China medicine, double Heron pharmaceutical industry and other industries. Recently, it is suggested to pay attention to people's welfare, Chinese medicine, compound star medicine, Qianhong pharmaceutical, Qianjin medicine and other stocks.