醫(yī)藥行業(yè)改革開 放四十周年系列研究，生物醫(yī)藥篇改革開 放40年滄桑巨變，立足當(dāng)下把握產(chǎn)業(yè)升級機(jī)會

1、正文目錄一、改革開放40年，醫(yī)藥行業(yè)滄桑巨變..................................................................61.1醫(yī)藥行業(yè)發(fā)展翻天覆地，國際地位持續(xù)提升...................................61.2醫(yī)療服務(wù)體系逐步完善，主要健康指標(biāo)提升明顯...............................81.3醫(yī)保擴(kuò)容是醫(yī)藥行業(yè)快速增長的

2、重要原因....................................10二、醫(yī)?？刭M成目前政策主旋律.............................................................................132.1兩票制壓縮流通環(huán)節(jié)，力圖降低虛高藥價....................................132.2一致性評價提升仿制藥質(zhì)量，進(jìn)口替代加速....

3、..............................172.3輔助用藥受沖擊，促進(jìn)醫(yī)保資金騰籠換鳥....................................21三、展望未來，把握產(chǎn)業(yè)升級機(jī)會.........................................................................223.1產(chǎn)業(yè)升級一：國內(nèi)藥品創(chuàng)新的美好時代已經(jīng)來臨...............

4、...............223.2產(chǎn)業(yè)升級二：一致性評價推動高品質(zhì)仿制藥崛起..............................313.3產(chǎn)業(yè)升級三：高端醫(yī)療設(shè)備配置證放開......................................323.4產(chǎn)業(yè)升級四：口腔醫(yī)療迎來消費升級，民營連鎖口腔發(fā)展迅猛..................35四、風(fēng)險提示...............................

5、..........................................................................37圖表34全球與中國在研靶點對比.................................................27圖表35已經(jīng)上市的國產(chǎn)靶向抗癌一類新藥.........................................27圖表36恒瑞醫(yī)藥新藥產(chǎn)品管線一覽

6、...............................................27圖表37復(fù)星醫(yī)藥創(chuàng)新藥產(chǎn)品管線一覽.............................................28圖表38貝達(dá)藥業(yè)創(chuàng)新藥產(chǎn)品管線一覽.............................................29圖表39麗珠集團(tuán)創(chuàng)新藥產(chǎn)品管線一覽..........................

7、...................30圖表40科倫藥業(yè)創(chuàng)新藥產(chǎn)品管線一覽.............................................30圖表4120122017樣本醫(yī)院阿卡波糖份額.........................................31圖表4220122017樣本醫(yī)院恩替卡韋份額.........................................31圖表432

8、0122017樣本醫(yī)院腺苷蛋氨酸份額.......................................31圖表4420122017樣本醫(yī)院卡培他濱份額.........................................31圖表45PDB銷量大品種原研占比................................................32圖表46部分大型醫(yī)用設(shè)備的配置證審批權(quán)下放.........

9、............................32圖表47核醫(yī)學(xué)成像顯影設(shè)備的發(fā)展...............................................33圖表4820092015年我國醫(yī)院SPECT與PET存量情況............................33圖表49高端影像產(chǎn)品PETPETCT各品牌占有率..................................34圖表502

10、0122017年樣本醫(yī)院氟[F18]脫氧葡糖注射液銷售額........................34圖表51口腔消費升級...........................................................35圖表522016年通策醫(yī)療口腔醫(yī)院業(yè)務(wù)構(gòu)成........................................35圖表532017年通策醫(yī)療口腔醫(yī)院業(yè)務(wù)構(gòu)成...........

11、.............................35圖表54口腔醫(yī)療機(jī)構(gòu)分為2個類型6種基本形式...................................36圖表55我國民營口腔醫(yī)院數(shù)量發(fā)展情況...........................................36圖表56十大民營連鎖口腔品牌...................................................37