麦肯锡：通往创新的桥梁系列之一 2018年终盘点(英文版)(103页).pdf

1、Building Bridges to Innovation CONFIDENTIAL AND PROPRIETARY Any use of this material without specific permission of McKinsey Press search; McKinsey analysis Key topic 3: Dedicated drug regulation 1 From To Key topic Key topic 1: Sharpening concept of “big health” Key topic 2: Enhanced BMI management

2、 Besides organizational changes in major healthcare government authorities marked by consolidation of decision making 1 2 3 4 5 6 1 Most functions except for NRCMS (New Rural Cooperative Medical system). 2 Function responsible for implementation of “WHO Framework Convention on Tobacco Control” 3 Occ

3、upational Safety and Health Supervision Management. 4 URBMI (Urban Resident Basic Medical Insurance) and UEBMI (Urban Employee Basic Medical Insurance). 5 NRCMS (New Rural Cooperative Medical system). 6 Management of medicine and healthcare service prices. 7 Medical Assistance 7 9McKinsey long term

4、impact remains to be seen (The NMPA) reform used to proceed at a very fast, even radical pace. After all these events, we do not see the reform going backward. Instead, we believe it will continue to take place, but in a more steady and thoughtful way. We are quite positive on that” GM interview SOU

5、RCE: CDE; press search; team analysis 1 National Medical Products Administration Supplementary CTA NDA 10McKinsey with high priced team analysis 13.7 15.2 13.0 15.1 0.8 17 0.9 2016 0.2 1.2 0.3 1.3 2018 Q1-Q3 14.8 16.8 10 yrs since 1st registration 5-10 yrs since 1st registration 93%91%86% Share of b

6、rands 10 years since 1st registration however, several key facts point to 2019 as potentially being the “year of reckoning” Mature brands continue to be essential to the performance of leading MNCs 12McKinsey press search; team analysis AS OF OCT 31 2018 13McKinsey Press search, team analysis, exper