行业研究报告题录
制造业--医药制造业(2018年第33期)
(报告加工时间:2018-08-27 -- 2018-09-02)

行业资讯

境外分析报告

  • 结核病诊断市场分析和分段预测到2024年
    Introduction of novel diagnostic tools and devices within the developing geographies, such as Brazil, India, South Africa, and China, are anticipated to witness an alarming rise in the volume of tuberculosis cases, which is expected to unleash the market potential. We have analyzed various TB diagnostic test types at global as well as regional level.
  • IV导管,针头和注射器市场 - 全球展望预测(2018-2023年)
    IV catheters, needles, and syringes form an essential part of the global medical devices market, which is mainly driven by the rising incidence of trauma cases (accidents and burn cases), growing prevalence of chronic diseases, and increasing cases of hospital-acquired infections. Chronic diseases such as diabetes require medical products such as needles and syringes for the administration of insulin and drawing blood samples for monitoring glucose levels. There are different sizes of needles that are used for different purposes in the medical sector. Conventional needles, the most commonly used needles in the market, are used for drawing fluid samples. Biopsy needles are used for the diagnosis and treatment of breast cancer. IV catheters, needles, and syringes (excluding sterilizable syringes) are disposable in nature, which helps avoid infections. However, in recent years, there has been a rise in the incidence of hospital-acquired infections due to the negligence of medical professionals and staff. The use of contaminated needles results in severe infections and medical disorders such as Human Acquired Immunodeficiency (HIV) syndrome.
  • 黎巴嫩制药与医疗保健报告 - 2018年第4季度
    Generally speaking, Lebanon's pharmaceutical overall market size is small by regional - as well as global - standards, limited by a population of around 6mn. Lebanon's pharmaceutical market is calculated to have been worth LBP2.75trn (USD1.82bn) in 2017, accounting for 3.5% of the country's GDP and 44% of total healthcare expenditure. This translates into per capita spending of USD299 - substantially higher than regional spending for Arab Gulf Levant countries. Most of the market is accounted for by prescription medicines, which represents 82% of the total value. This situation is supported by the widespread use of patented drugs (at 61% of total prescription spending, which is boosted by the fear of counterfeits and high per capita incomes) and relatively high prices of branded generic drugs. Nevertheless, cost-containment pressures and patent expirations are expected to contribute to higher usage of non-patented medicines in the future.
  • 韩国药品和医疗保健报告 - 2018年第4季度
    South Korea's biomedical research and development sector will continue to flourish in line with growing investments by multinational drugmakers. The country's business-friendly environment, rapid drug approval time and increasingly stringent regulatory standards will further increase the country's appeal to foreign drugmakers. The South Korean government’s investment in the big data field will create wider access to genomic data by pharmaceutical and healthcare companies, potentially leading to increasing discoveries of treatable targets, and the ability to deliver more precise medical treatment. The South Korean pharmaceuticals market is one of the most developed in Asia, alongside Japan and Australia. In 2017, total pharmaceutical sales amounted to KRW19.2trn (USD17.0bn) with a per capita pharmaceutical spend of USD334.6. As a proportion of total healthcare expenditure, medicine spending amounted to 14.90% in 2017. However, we expect pharmaceutical spending to come under further pressure from cost-containment measures, with the government looking to rein-in public spending on medicines.
  • 外周血管装置市场估计和预测到2020年
    We have estimated peripheral vascular devices market by segmenting it into two levels: Product and region. Based on product, the market has been segmented into peripheral vascular stents, chronic total occlusion devices, peripheral transluminal angioplasty balloon catheters, atherectomy devices, PTA guidewires, aortic stents, embolic protection devices, synthetic surgical grafts, and inferior vena cava filters. Geographically, the market is segmented into five regions: North America, Europe, Asia Pacific, Latin America, and MEA.
  • 美国特种可注射仿制药市场分析和分段预测到2025年
    The U.S. specialty injectable generics is classified on the basis of therapeutic use. Based on therapeutic use, the market is segregated into oncology, cardiovascular, CNS, infectious diseases, autoimmune disorder and other therapeutic uses. Other therapeutic uses include hormonal therapy, HIV, gastrointestinal, dermatology, etc.
  • 激素避孕药市场分析和预测到2025年
    The hormonal contraceptive market has been segmented on two levels: method and geography. Based on the method of contraception, the market has been segmented into pill, intrauterine devices, injectable, vaginal ring, implant, and patch. Geographically, key regions included in this study are North America, Europe, Asia Pacific, Latin America, and Middle East & Africa (MEA).
  • 泰国医疗器械报告 - 2018年第4季度
    We maintain our forecast and project that the market will expand by a 2017-2022 CAGR of 8.8% in local currency terms, which will see it rise to THB66.7bn by 2022. The market will continue to benefit from the positive outlook for the country's real GDP growth over the coming years. The National Legislative Assembly passed a supplementary budget that included an additional THB100bn (0.7% of 2017 GDP) in spending in March, which we expect to provide additional impetus to growth in 2018. We forecast the economy to grow by an average of 3.5% over the next five years as the country's new constitution should provide policy continuity regardless of the election outcome, and continued business environment improvements boost productivity.
  • 台湾医药及健康报告 - 2018年第四季
    Taiwan's disease profile will remain favourable for prescription drugs as the prevalence of chronic diseases continues to grow and authorities work to improve the drug approval process. This will cause a corresponding rise in demand for treatments in therapeutic areas such as cardiovascular diseases, oncology and dementia. A key risk facing multinational drugmakers seeking to commercialise products that target these disease groups will stem from the cost containment measures employed by the National Health Insurance Administration (NHIA). The Taiwanese pharmaceutical market amounted to TWD188.3bn (USD6.2bn) in 2017, accounting for 16.9% of total healthcare spending. It has one of the largest medicine market in the Asia Pacific, with a high per-capita pharmaceutical spending of around USD262. As with most developed countries, prescription drugs are dominant in the market, accounting for 92.5% of total sales in 2017 - the bulk of which (around 70%) came from patented drugs.
  • 新加坡医疗器械报告 - 2018年第四季度
    We estimate that Singapore had a population of 5.6mn in 2016, one of the smallest in the South East Asian region. The population growth rate is quite high, at around 1.7% per annum, but this is influenced by the intake of foreign workers each year. The elderly, over 65 segment of the population represented 12.3% of the total population in 2016. This proportion is higher than all the other South East Asian countries. The country has some of the best vital statistics, for example, we estimate that the infant mortality rate stood at 1.7 deaths per thousand live births in 2016, one of the world's lowest rates. Life expectancy rates, estimated at 81.1 years for males and 85.4 years for females respectively, are also amongst the world's highest.
  • 墨西哥药品和医疗保健报告 - 2018年第4季度
    Mexico is one of the largest consumers of generic medicines in the world and is home to the second largest pharmaceuticals market in Latin America, after Brazil. Pharmaceuticals accounted for 14.9% of healthcare spending in 2017, equivalent to sales of MXN189.68bn (USD10.03bn). In 2017, the country's per capita spending amounted to USD78, while pharmaceutical sales as a percentage of GDP came to 0.87%. The government's efforts to improve competitiveness in Mexico's pharmaceutical sector combined with the country's economic outperformance compared with large countries like Brazil will improve Mexico's attractiveness to drugmakers. Regulatory changes in particular have been aimed at laying incentives for multinational drugmakers to prioritise the country's pharmaceutical market. The weakness of the peso over recent years has had a significant negative impact on multinational pharmaceutical revenues through the translation into reporting currencies. The Mexican pharmaceutical market contracted in US dollar terms for three consecutive years from 2014-2016 and only posted weak growth in 2017. Despite this, we forecast that the peso weakness is coming to an end and the longer-term outlook for multinationals operating in the country is more positive.
  • 墨西哥医疗器械报告 - 2018年第4季度
    The medical device market is now comparable to Brazil in US dollar terms. Other medical devices and consumables have the largest market shares. Market growth is likely to benefit from higher economic growth, despite uncertainty around AMLO and NAFTA renegotiations. The private sector accounts for over 60% of the medical device market. Mexico is the leading Latin American medical device exporter and importer. Mexico is a popular manufacturing base for US medical device companies. Medical device maquiladora activity concentrates along the US-border.
  • 印度医疗器械报告 - 2018年第四季度
    Among the top 20 largest markets by overall size, but very low per capita expenditure.  Ratio of spending on medical devices to GDP remains low.  Diagnostic imaging and other medical devices account for the largest market shares.  The market is seeing relatively high growth by global standards underpinned by a strong economy.  Growing middle class population fuelling demand for high quality private healthcare.  The private sector accounts for two-thirds of hospitals and 75% of advanced medical technology.  Public sector is under-resourced and infrastructure is woefully inadequate.  Import dependency has started to reduce and will fall further as domestic production expands under the Make in India initiative.  Local domestic producers focus mainly on low-tech medical devices; higher end devices tend to be manufactured by multinationals. Regulatory oversight is increasing, including a hardened stance on pricing for essential devices.
  • 未来的觉醒 - 生命科学和医疗保健预测2022年
    Introduction of novel diagnostic tools and devices within the developing geographies, such as Brazil, India, South Africa, and China, are anticipated to witness an alarming rise in the volume of tuberculosis cases, which is expected to unleash the market potential. We have analyzed various TB diagnostic test types at global as well as regional level.
  • 斯里兰卡制药与医疗保健报告 - 2018年第4季度
    Sri Lanka has a small pharmaceutical market relative to many others within the Asia Pacific region. Although substantially smaller than peers India and Bangladesh, the country commands a larger drug market than Myanmar or Cambodia. In 2017, Sri Lanka's drug market reached LKR97.9bn (USD642mn). On a per capita basis, pharmaceutical spending amounted to USD30, with generic drugs remaining a dominant part of the sector. Healthcare expenditure in Sri Lanka amounted to LKR417.3bn (USD2.7bn) in 2017. Improving access to healthcare remains a key government priority, with public health spending accounting for 55% of total health spending and expected to continue increasing. While private healthcare spending will also continue to increase, public health expenditure will continue to dominate, increasing from LKR228.2bn (USD1.5bn) in 2017 to LKR449.6bn (USD2.7bn) in 2022.

投资分析报告

  • 医药生物行业:仿制药企未来投资主逻辑-中国医药产业趋势研究系列之四
    随着医药集中采购政策的变化,仿制药价格整体呈现下行趋势,本篇试图就仿制药企未来投资主逻辑进行判断。
  • 医药生物行业:一致性评价采购红利释放,BMS公布Opdivo价格
    浙江省医改办公开征求《关于改革完善仿制药供应保障及使用政策的实施意见》,明确表示对于通过一致性评价企业达到3家以上的同品种药品,暂停未通过一致性评价的挂网资格,建议关注京新药业(002020.SZ)等。百时美施贵宝公布了其刚刚上市的PD-1药物——欧狄沃(Opdivo)的建议零售价,关注国内PD-1单抗进展较快的企业,君实生物、信达生物、恒瑞医药的PD-1产品均进入优先审评序列,市场前景广阔。
  • 医药生物行业:《2018年医改重点任务》发布,医保局引领三医联动
    医保局将引领“三医联动”,将制定完善中国特色医疗保障制度改革方案。我们将医改政策分为流通、药品、医保、医疗四大类,其中流通的“两票制”、药品的药审改革均已步入正轨,医保局将在接下来的医改中发挥重要作用。这在重点任务的数量上亦有所体现: 50 项医改重点任务中,与医保局相关的有 22 项,其中 11 项牵头部门为医保局。

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