麦肯锡：中国的生物制药：洞察十字路口的市场（英文版）(7页).pdf

1、Pharmaceuticals on the other hand, regulatory reform and broadening of market access provide a brighter outlook for innovative and patented products, although real uncertainties remain. Some observers say digital advances will have a major impact on the industry, while others believe true digital tr

2、ansformations are still years away. Critically, companies find it harder than ever to identify, recruit, and retain the talent they need to compete. We seek to shed light on an inflection point in the development of Chinas biopharma market. It draws both on our own observations and on a series of in

3、-depth conversations with senior leaders of multinational pharma companies in China. Through our research, we identified five key insights into the industrys prospects for the next few years. We hope they will encourage debate, broaden stakeholders thinking across the industry, and help companies pl

4、an wisely. Insight 1: Generic-quality consistency evalua- tion and reimbursement reform exert pricing pressure on off-patent originator products, but they potentially release more funding for innovation and shift China toward a developed- market profile. Mature products registered ten or more years

5、ago are estimated to contribute to more than 85 percent of pharma multinationals total revenues in China, and volumes continue to grow. But many executives are concerned about the impact of the rollout of generic-quality consistency evaluation (GQCE) and new tendering rules, which are likely to exer

6、t pricing pressure on mature portfolios. By the fourth quarter of 2018, fewer than 10 percent of the 289 oral solid drugs on the original list published by the National Medical Products Administration (NMPA) had passed GQCE,2 for reasons ranging from lack of bioequivalence testing sites to manufactu