行业研究报告题录
制造业--医药制造业(2016年第34期)
(报告加工时间:2016-10-24 -- 2016-10-30)

境内分析报告

  • 保健品行业:老龄人口增速与收入变化决定需求,备案制可加速行业进程-海外巡礼系列三
    美国备案制加速行业发展进程。美国膳食补充剂市场的发展受政策因素推动,出现两轮高速增长,第一轮增长由 1970 年后 FDA 不再将保健品作为药品审批管理引发,第二轮增长在备案制实施后于 1996-2001 年期间出现。其中备案制的实施加速行业进程,市场规模五年增长两倍,CAGR 达25%。
  • 医药竞争情报-第616期
    日前,一则由央媒曝光的兰州惠仁堂静宁路药店接诊医生开出一张五千块钱三副涵盖 60 多种中药的“天价药方”引发社会关注,尽管事后,该药店返还了患者全部药费,相关部门对其开出罚单,但有关中医药长期存在的“大处方”以及药店“坐堂医”监管等问题引发广泛讨论。事实上,此类事件由来已久, 2015年北京某部队三甲医院的一张近 9000 元的中药处方也曾在网上引起激烈热议,
  • 医药汇编-第695期
    为控制食品药品安全风险,9 月 27 日,国家食品药品监管管理总局就推动食品药品生产经营者完善食品药品追溯体系,正式发布《关于推动食品药品生产经营者完善追溯体系的意见》,对食药生产经营者完善追溯体系提出八项意见,以实现我国食品与药品来源可查、去向可追。在发生质量安全问题时,能够及时召回相关产品、查寻原因,这被业内看做是我国首次确立药品追溯制度。

境外分析报告

  • 全球半导体激光治疗市场报告(2016-2020年)
    Medical lasers use focused light sources with precision to treat tissue. A laser light has a specific wavelength in a narrow beam, creating a high-intensity light. The use of lasers in the healthcare sector has proved to be a boon for both the semiconductor and medical industries. Lasers are used in medical treatment areas such as cosmetic dermatology for skin resurfacing, scar revision, tattoo removal, and laser hair removal; lithotripsy; ophthalmology; cancer treatment; dermatology; and general surgery for tissues.
  • 全球组织银行市场报告(2016-2020年)
    Tissue banks are biorepositories for the preservation of human and animal tissues used for disease diagnosis, biodiversity studies, and research. These banks help in the storage of various types of tissue samples such as skin, bone, cornea, heart valves, umbilical cord, and human soft tissues. Tissue banks vary significantly in size, with tissue banks in medical institutions storing a moderate number of samples while national tissue banks store a large number of samples. These samples are used to support research, particularly studies in genetic disorders, personalized medicine, and stem cell research for treating genetic conditions and maintaining and updating age demographic databases.
  • 全球心脏再同步治疗心脏起搏器市场报告(2016-2020年)
    CRT-Ps are an advanced implantable form of conventional pacemakers. They help the heart function efficiently by monitoring its signals and coordinating with the ventricles to contract at the same time. These devices resynchronize the heart's rhythm to improve breathlessness and fatigue, and avoid dizziness and fainting in individuals. Physicians surgically implant the CRT-P under the skin, below the collarbone. They connect the electrical leads through a blood vessel into the heart. Unlike conventional pacemakers, CRT-Ps have two leads: one placed into the right ventricle and the other in the right atrium. An extra lead is implanted on the left side of the heart to stimulate the left ventricle, assisting the heart to pump efficiently. The implantation process and the use of these devices can cause infections around the implant site and damage the blood vessels, heart wall, and other organs.
  • 全球脑膜炎疫苗市场报告(2016-2020年)
    Meningitis (meningococcal diseases) is characterized by inflammation of the protective lining (meninges) present around the brain and spinal cord. It can be classified into infectious and non-infectious meningitis. Based on the types of organism, infectious meningitis is sub-divided into bacterial meningitis, viral meningitis, fungal meningitis, and parasitic meningitis. Bacterial meningitis occurs due to bacterial species such as hemophilus influenzae, listeria monocytogenes, neisseria meningitidis, and streptococcus pneumoniae. The infection can spread to the bloodstream, leading to septicemia. An infection by Neisseria meningitidis can result in meningococcal disease, which is associated with the simultaneous occurrence of meningitis and septicemia. Patients either recover or may suffer from long-term effects such as neurological defects. It is usually treated with antibiotics, and preventive measures involve the administration of vaccines.
  • 全球子宫内膜异位症药物市场报告(2016-2020年)
    Endometriosis is a common health condition in women where the endometrial tissue, which is found in the lining of the uterus, appears and grows outside the uterine cavity. The endometrial tissue is shed from the body during menstruation. The tissue growing outside the uterine cavity is called endometrial implants. Endometriosis can also occur in the fallopian tubes, ovaries, pelvic cavity, vagina, cervix, and bladder. In rare cases, it has been reported in other parts of the body such as the lungs, brain, and skin. These implants are usually benign in nature. Women of reproductive age are often affected by this condition.
  • 全球静脉产品包装市场报告(2016-2020年)
    IV products are used in the assisting, preventing, and treatment of various disorders, including ostomy, cancer, respiratory, and ophthalmic diseases. It includes products like catheters, cannulas, and IV fluid bags. They are used to deliver nutrients, fluids, and drugs such as antibiotics, analgesics, and antipyretics. They are also used for blood transfusions and to correction of electrolyte imbalances in patients. These products use the intravenous route of administration that allows rapid delivery of medication and fluids.
  • 全球髋关节假体市场报告(2016-2020年)
    The global hip prosthesis market is growing at a steady rate and will post a CAGR of 2.57% during the forecast period. The volume in the large joint reconstruction market such as hips will grow at a steady rate during the forecast period due to healthcare policies that offer people with deductible plans, resulting in an increase in the number of hip procedures being conducted.
  • 全球血管关闭设备市场报告(2016-2020年)
    In a January 2015 report, WHO estimated that cardiovascular disease was the leading cause of death worldwide, accounting for 31% of the overall mortality in 2012. These diseases are related to the heart and blood vessels. Coronary artery disease causes blockage in the artery characterized by the deposition of fatty substances that leads to the narrowing of the blood vessels and interrupted supply of normal blood flow to the heart. In an August 2015 report, the CDC estimated that coronary artery disease causes 370,000 deaths annually.
  • 全球核医学市场报告(2016-2020年)
    Nuclear medicine is a specialty branch of medical imaging that involves the use of modalities such as SPECT and PET scans. These technologies help detect and evaluate various disorders in the areas of oncology, cardiology, and neurology. Modalities for nuclear medicine involve the use of a minimal amount of radioisotopes that are either injected, swallowed, or inhaled by an individual. These radioisotopes reach the specific organ targeted by the pharmaceutical compound and emits radiations that can be detected using a scanner or a detector.

投资分析报告

  • 泰格医药(300347)-一致性评价助力公司重返高增长-公司深度报告
    公司是国内临床试验CRO 的龙头企业,目前已经实现临床前研究、临床研究及注册申报的全产业链覆盖,并初步完成亚太地区布局,是国内少数可以提供一站式服务的CRO 企业。
  • 朗姿股份(002612)-不断加码医美板块,泛时尚产业生态圈协同可期-更新报告
    维e_持Su“mm增a持ry]”评级。预计医美、化妆品快速增长致投资收益增加将大幅改善公司业绩,上调2016-18 年EPS 预测至0.35/0.46/0.65 元(原值0.26/0.44/0.65 元)。且定增价为22.98 元,目前出现倒挂具备一定安全边际。维持目标价至43.63 元,对应2018 年67.1 倍PE。
  • 美国科技观察周报:汽车业S.E.A.变革,计算与生命科学双剑合璧
    特斯拉周一产品发布会可能与自动驾驶有关, 展示公司与Mobileye 分手后的研发规划。今年上半年美国死于车祸人数上升了10.4%,监管部门和业界正加紧沟通合作,促进ADAS 渗透率和半/全自动驾驶商业化。3 季度汽车业相关美国VC 投资达62 亿美元,超过2015 年全年投资额,共享出行(S)、电动化(E)和自动驾驶(A)三大趋势将合力改变汽车业生产和消费模式。利好特斯拉、英伟达、Mobileye、NXP、Delphi、Magna 等公司。
  • 康复行业:供需失衡催生行业机会-专题报告
    我国康复行业市场潜力巨大:人口老龄化、疾病谱发生变化以及残疾人数量增多使得人们的康复需求增大。近年来国务院、卫生部等政府部门扶植康复行业发展的政策不断发布,有利于康复行业快速且规范发展。且我国卫生总费用GDP 占比较发达国家低,随着这一占比提升,康复行业会得到进一步的发展。此外,我国康复市场人均规模小,相对于美国不含护理费用的人均80 美元以及含护理费用的人均800 美元来说,我国仅为15 元/人,保守估算,未来康复行业市场规模将突破1000 亿元。

综合分析报告

  • 我国GMP认证专职检查员队伍建设模式及对策研究
    目的:分析我国GMP认证现状,思考GMP认证专职检查员队伍建设的对策,为国家相关部门提供参考。方法:通过对比国内外药品GMP认证现状和检查员的管理模式,从战略规划、制度建设、推进信息化、构建高效组织机构等4个层面提出建议。结果与结论:建立健全涉及人事、财务、培训、考核、监督、保密等方面的制度,形成高效的组织机构,运用互联网实现信息化,是GMP专职检查员队伍建设改革的突破口,是建设一支重视创新、充满活力,能够持续改进的学习型检查员队伍的重要对策。
  • 全民医保新常态发展形势下的医保制度公平性研究
    通过回顾我国医保制度的发展演变,剖析阐述其对医保制度公平性产生的促进作用,分析全民医保新常态发展形势下制度公平性的阻碍。提出应当以促进医保公平性为前提,积极推动医保制度改革,加快实现医保制度形式和实质的公平统一,适应全民医保的新常态发展。
  • 我国农村中老年居民门诊服务利用及其影响因素研究——基于CHARLS数据的实证分析
    目的:探讨我国农村中老年人门诊服务利用情况及其影响因素,为中老年人合理利用医疗服务,有效控制门诊支出提供参考。方法:基于2013年CHARLS数据,采用两部模型法,对9057名农村中老年居民门诊服务利用及影响因素进行实证研究。结果:Logistic回归结果显示,年龄较大、健康状况较差、居住在中部和西部、家庭人均收入较高的农村居民门诊概率较高;OLS回归结果显示,文化程度较高、健康状况较差、居住在东部地区、吸烟、家庭人均收入较高、到达门诊时间较长的居民门诊支出较高。结论:加大对农村弱势群体的保障和补助,加强对农村居民的健康教育,完善新农合筹资和补偿制度设计,实现“大小病兼顾”的统筹模式,有利于提高农村居民门诊服务利用水平。
  • 天津市基本医疗保险制度公平性评价
    目的:对天津市基本医疗保险制度的公平性进行评价,分析公平性方面存在的问题。方法:从横向和纵向两个方面评价天津市基本医疗保险制度的公平性,横向采用参保、筹资、医疗服务利用公平性等指标评价,纵向分析人口老龄化和现收现付制,以及个人账户对医疗保险公平性的影响。结果:参保机会、城乡居民筹资较公平;不同收入人群间的基金筹集、职工实际筹资负担率、城乡居民医疗服务利用、代际之间以及个人账户方面存在一定的不公平。结论:继续扩大医保覆盖范围,根据收入差异制定不同的缴费额、起付线和封顶线,完善社区卫生服务体系,逐步建立和完善老年护理保险制度,取消退休人员的基本医疗保险个人账户。

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