Rodrigues Paulo Henrique de Almeida, Silva Roberta Dorneles Ferreira da Costa, Kiss Catalina
Universidade Estácio de Sá, Rio de Janeiro, Brasil.
Departamento de Saúde Coletiva, Universidade Federal do Rio Grande do Sul, Porto Alegre, Brasil.
Cad Saude Publica. 2022 Aug 26;38Suppl 2(Suppl 2):e00104020. doi: 10.1590/0102-311X00104020. eCollection 2022.
This article presents the results of a study on the pharmaceutical industry in Brazil in the recent period, as part of the multicenter project Health Economic-Industrial Complex, Innovation and Capitalist Dynamics: Structural Challenges for Construction of the Universal Health System in Brazil. The four components studied in the evolution of the Brazilian pharmaceutical industry were: State industrial policies; changes in the financial and shareholding composition of companies with domestic capital; trends in production; and trade balance behavior. The analyses considered the theoretical framework proposed by Luiz Filgueiras and Reinaldo Gonçalves concerning the implementation of a "liberal and peripheral model" in the Brazilian economy since the 1990s. Data were collected and analyzed on the situation with the Product Development Partnerships (PDP) for medicines from 2009 to 2020 from the Annual Industrial Survey (PIA) of the Brazilian Institute of Geography and Statistics (IBGE) from 1996 to 2018 and data on the evolution of the sector's trade balance from 1996 to 2019. The results show that the State's agenda for the sector favored the growth in production of generic drugs and over-the-counter drugs and started some technology transfer projects via PDPs for production of biological and synthetic drugs. Despite this evolution, Brazil is still dependent on the importation of chemical and pharmaceutical inputs and finished drugs. This keeps Brazil in a situation of technological and economic vulnerability in relation to global suppliers, besides a growing trade deficit in the sector.
本文展示了近期对巴西制药行业的一项研究结果,该研究是多中心项目“健康经济 - 产业综合体、创新与资本主义动态:巴西全民健康系统建设的结构性挑战”的一部分。巴西制药行业发展过程中研究的四个组成部分为:国家产业政策;国内资本公司财务和股权结构的变化;生产趋势;以及贸易平衡行为。分析考虑了路易斯·菲尔盖拉斯和雷纳尔多·贡萨尔维斯提出的关于自20世纪90年代以来巴西经济中实施“自由和外围模式”的理论框架。收集并分析了来自巴西地理与统计研究所(IBGE)1996年至2018年年度工业调查(PIA)中2009年至2020年药品产品开发伙伴关系(PDP)的情况数据,以及1996年至2019年该行业贸易平衡演变的数据。结果表明,国家对该行业的议程有利于仿制药和非处方药产量的增长,并通过产品开发伙伴关系启动了一些用于生物和合成药物生产的技术转让项目。尽管有这种发展,但巴西仍依赖化学和制药原料以及成品药的进口。这使巴西在与全球供应商的关系中处于技术和经济脆弱的境地,此外该行业的贸易逆差也在不断增加。