The recent Assembly made it clear that the current understanding between industry and government is still fragile. In other words, the industry is beginning to see itself as a complete value chain, not as isolated compartments. However, the most symbolically and strategically significant point is the departure of Rafael Gual Cossío, who will leave the post of General Director of the Chamber after 17 years at the helm, but with 44 years in the pharmaceutical industry. The September Convention will, in this sense, be a critical test. There are at least three possible scenarios. The first, optimistic: that dialogue becomes institutionalized, that payments are made on time and in full, and that the industry manages to influence the design of a clearer pharmaceutical policy, especially for the 2027–2028 purchases, where the government itself has already requested a more active participation from the sector. The second, inert: that dialogue continues, but without translating into structural changes in regulation, Cofepris times, or purchase schemes. A scenario of relative stability, but without deep progress. The third, risky: that the change in the General Directorate, added to budgetary pressures or political changes, generates noise in the dialogue and reactivates tensions that seem to have been overcome today. Undoubtedly, the industry arrives at this moment with something it did not have two years ago: negotiation capacity and results to show. It is the viability of finally building a state policy in health where the pharmaceutical industry ceases to be seen as a supplier and consolidates itself as a strategic partner, a condition it already had before the arrival of the 4T to power. In short, the September Convention will not be just a formal procedure. The government, for its part, has a sector more willing to collaborate, but also more attentive to ensuring that agreements are met. What is at stake is not only the relationship between the two parties. The slogan is clear: not to reinvent the relationship with each change of leadership, but to consolidate a long-term agenda. This agenda, moreover, has expanded. It was, in fact, the confirmation that the sector has left the stage of confrontation to enter a logic of technical dialogue, where dialogue with authorities—particularly with the Undersecretary of Health, Eduardo Clark—has begun to translate into tangible results. The most relevant one: the payment of the government's historical debt to the industry. There is not yet a consolidated model, but one under construction that depends on technical tables and the essential—today—collaboration with the industry. The current coordination is positive, but insufficient if it does not translate into clear rules, predictable times, and real execution capacity. In practical terms, this not only cleans up the financial relationship but also restores something more valuable: operational trust in the public procurement system. That point is key. His replacement, which will be formalized in September during the XXXIII Annual Convention of Canifarma, to be held in Querétaro, is not a simple administrative change, but a transition from a stage of containment and institutional defense to one that must be consolidation and expansion. That is the true turning point. The industry today recognizes greater institutional openness, with constant working tables—more than 120 in different phases—and a more technical than ideological dialogue. This is not a minor or merely administrative issue. And without supply, any public health policy becomes unviable. Along with this progress, the political tone changed. In many ways, it will be the final exam of this new stage. Emergency Room. It is worth noting a contradiction: while the government talks about stabilization in the supply, in reality the system continues to adjust on the fly. It depends on people, circumstances, and concrete results. Because in health, supply is not sustained by discourse, but by results. The Mexican pharmaceutical industry had rarely reached such a clear point of coincidence with the federal government as the one observed today, but it had also rarely been so close to testing that understanding in the short term. What happened at the 77th Ordinary General Assembly of Canifarma was not just another event on the industry calendar. Without certainty in payments, planning is impossible. According to figures presented by the Chamber itself, during 2025, about 50 billion pesos were paid, and more than 90% of the priority debt was covered. The 2027–2028 purchases will test a system that still drags regulatory lags and demands greater certainty. The public and repeated recognition of Clark is not accidental: it reveals that the sector identifies functional interlocutors within the government, something that did not always happen in recent years. In this context, the ratification of Guillermo Funes at the head of Canifarma and the integration of the new Board of Directors do not represent a rupture, but a clear bet on continuity. The change in tone is not minor, but it responds more to an operational need than a structural redefinition. The real point of tension is what comes next. Without planning, there is no supply. The approval of the name change to formally incorporate medical devices is not a cosmetic adjustment (it will now be called the National Chamber of the Pharmaceutical and Medical Devices Industry); it is a sign of the integration of the health ecosystem and a less fragmented vision of the sector.
