先聲藥業(02096.HK):料8月約一成正常醫院拜訪受反腐風暴影響
《澎湃新聞》報道,對於內地7月底開始的反腐風暴至今仍在影響國內醫藥行業,先聲藥業(02096.HK)董事長兼CEO任晉生表示,7月份感覺一切正常,8月料有10%左右的正常醫院拜訪受到影響。另外,還有一些學術活動會議延遲或取消,但不存在整個拜訪停止的情況,行業還是有一些過度的反應。
先聲藥業高層補充,公司高度重視合規營銷,兩三年前已開始全面的轉型,目前有大概20人左右的合規團隊,其負責人直接向公司的高層匯報。此外,公司還建立整個合規的組織體系和制度體系,對所有的營銷活動,在事前、事中或事後都會進行監督。同時公司也聘請外部的獨立的第三方,對營銷推廣活動進行飛檢,飛檢的比例還是比較高,基本上已超過跨國藥企(MNC)的水平。後期,公司還會繼續強化合規管理。
此外,先聲藥業高層透露,銷售費用上,公司會持續加強營銷隊伍的組織能力,提升專業推廣能力,持續的降低銷售費用率,今年上半年銷售費用率是36.9%,希望能夠盡快降到35%以下。研發費用上,公司還要加大研發投入的金額,同時寄希望於銷售的增長讓研發費用率能維持在銷售收入的20%至25%區間。
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