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投资要点:1、外资药企在中国超国民待遇逐步取消。2、社会事业改革提速,医疗服务市场化有望更进一步。5月22日,瑞士罗氏制药杭州办事处被立案调查,或涉商业贿赂。从去年的GSK涉贿事件到今天的罗氏事件,外资药企连续被查,加上对国企使用咨询公司的限制,反映除了外部政治环境的变化对医药行业的影响。相关外资药企案件的处理,最终会落实到对外资药企在中国超国民待遇的逐步取消。
Investment points: 1, foreign pharmaceutical companies in China gradually eliminated the national treatment. 2, speeding up the reform of social undertakings, marketization of medical services is expected to go further. May 22, Roche Pharmaceutical Hangzhou office was investigated for investigation, or involving commercial bribery. From last year’s GSK bribery incident to today’s Roche incident, foreign pharmaceutical companies were continuously checked, together with restrictions on the use of consulting firms by state-owned enterprises, reflecting the impact on the pharmaceutical industry except for changes in the external political environment. The handling of relevant foreign pharmaceutical enterprises will eventually be phased out of the gradual cancellation of super national treatment of foreign pharmaceutical enterprises in China.