Medical network - on January 11, drug distribution reform of "two votes" officially kicked off.
On January 9, 2017, eight ministries and commissions formally issued by "on drug procurement in the public medical institutions in implementing the implementation of the" two votes "opinion (trial) notice (the reform do hair [2016] no. 4, notify the date of signing on December 26, 2016, hereinafter referred to as" implementation opinion "), specifically in the public medical institutions and drug procurement to gradually implement the "two votes", encourage other medical institutions to implement the "two votes", 11 comprehensive reform pilot provinces and 200 public hospital reform pilot city public medical institutions will take the lead in "two votes", encourage the implementation of the "two votes", other regions for 2018 opened throughout the country.
This notice be born means that on April 6, 2016, state council executive meeting examined and deepening medical and health system reform in 2016 key tasks required by the "push from production to distribution and circulation to all medical institutions to open an invoice" two votes "executive detailed rules have been introduced, the drug distribution reform of" two votes "officially started.
A 【 】 commercial circulation
What kind of concentration increased, and the next step
Market choice than government intervention
Since the implementation of the "two votes" drug business circulation, what happens? "Two votes" whether can increase the concentration of circulation industry? Business enterprise how to transform and layout next?
Therefore, it is necessary for us to review "pioneer" in fujian province. Fujian province as the first implementation of the "two votes" province, after the implementation of the "two votes" in 2009, the provincial distribution enterprise reshuffle effect significantly: number distribution companies from more than 200 to 62, the increase of concentration of drug distribution enterprises. Basic drug distribution cost reduced to 3% from 5% ~ 5% ~ 5%, terminal price also decreases with the decreasing of distribution costs.
Do Zhang Xuanhua director experience introduction according to the fujian province health care, improve the concentration of circulation industry of fujian province key in limiting the licence number of circulation enterprises, the basic drug distribution enterprises in fujian province only 11, each purchasing area distribution enterprise cannot exceed 10, oligopoly competition by administrative means forced circulation enterprises, promote the regional distribution of the original into a unified distribution at the provincial level now.
With administrative means to force the gain monopoly resources distribution enterprise distribution price, the policy of the thinking and the amount of reduction in policy thinking. However, from the perspective of market competition, this concentration is not the result of market selection.
Countries more recognition is through market competition (i.e. production enterprise or the choice of medical institutions, as well as the circulation enterprises internal growth needs) to promote circulation industry reshuffle. Eight ministries "implementation opinion" and there is no limit to the mentioned provinces distribution companies. "Implementation opinion" more from drug accessibility, create conditions to support the implementation of the "two votes", and ministries to speed up the cleaning and abolished in enterprise registration, drug purchase, cross-regional operation, choice of distributors, chain operation, as well as hinder the healthy development of the medicine circulation industry of unreasonable policies and regulations. It has shown that the state supports market competition. "Implementation opinion" on the requirements of the local government, also can see the state supports the will of the market competition, local government support network system, good reputation for quality, delivery capability of large pharmaceutical circulation enterprises to carry out local drug distribution work.
In external demand, without administrative intervention, for the choice of distribution enterprises, the majority of manufacturers or medical institutions will choose compliance and ticketing and stable circulation of large enterprises, pharmaceutical business, after all, the long-term bear the mat endowment, help enterprise to recover money for hospital financial function.
Small and medium circulation enterprises way out
The implementation of the "two votes", in the short term, the most affected are necessarily small and medium circulation enterprises, give them means of alliances or with hold big business "legs" window period is becoming more and more short. But on December 29, 2016 the ministry of commerce issued the national medicine circulation industry development plan (2016-2020) "(i.e., the circulation industry much starker choices-and graver consequences-in planning) is to support the small and medium-sized pharmaceutical circulation enterprises through the development of bulk purchasing alliance and pharmacy alliance, purchasing alliance mainly 聯購 distribution, unified distribution, such as ways to reduce operating costs, and improve the organizational degree; Small and medium-sized pharmaceutical circulation enterprises and retail pharmacy alliance is to integration and chaining operation direction multiple formats of mixed operation.
Small and medium-sized pharmaceutical circulation enterprises should consider how to comply with the "two votes" reform proposed regional drug distribution of urban and rural integration, through "the last kilometer" rural drug distribution requirements. Small and medium-sized pharmaceutical circulation enterprises channel sinks back, for example, for a special remote and inaccessible township (town) or village medical and health institutions and distribution of drugs. In these areas, "implementation opinion" allow medicine circulation enterprises can be based on "two votes" to open a pharmaceutical sales invoice, in order to ensure effective supply of the basic drugs.
To sum up, the transformation of small and medium-sized pharmaceutical circulation enterprises to develop in the direction of specialization, characteristic service, only to meet the multi-level market demand as the foothold to win the competition in the future.
Large circulation enterprises have the layout of the key points
Relative to the small and medium-sized pharmaceutical circulation enterprises, large pharmaceutical circulation enterprises endogenous growth means more, can through the merger and reorganization, the listed financing, issuing bonds and other way to speed up the implementation scale, intensive and modern management. In terms of "two votes" reform requirements, strength, management norms, high credibility of large medicine circulation enterprises can through the construction of national, regional pharmaceutical logistics park and distribution center to improve competition threshold, especially weak in logistics distribution of regional integration, the transformation and the newly built with a certain radiation ability of pharmaceutical logistics distribution center.
"Implementation opinion" will let go of the limitation of medicine circulation enterprises take different positions, which means that through consolidation, warehousing and transportation resources, especially the complete warehouse collaborative distribution layout, more large-scale pharmaceutical circulation enterprises and national, regional layout is the key point of the future strategy.
The edge of the subversion from outside
It is important to note that in view of the urban-rural integration, the country is to support the postal enterprises, express delivery enterprises play a deliver network advantage, so as to realize the effective medicine circulation of grass-roots coverage. Countries promote the increase of concentration of medicine circulation industry, fundamental purpose lies in reducing distribution costs, the rivalry between the pharmaceutical distribution enterprises should not be limited to the pharmaceutical industry, subversion edge, often from outside. Were it not for the hospital financial cost pressures brought by the long payback period and pharmaceutical professional service demand, motion, yuantong, shentong express delivery enterprises once get medicine circulation through mergers and acquisitions and other forms licence, is likely to break the current competitive landscape, strict control of the enterprise for such costs, 3% of the shipping cost is also profitable.
"Much starker choices-and graver consequences-in" in the end, according to the circulation industry development plan, China will gradually build large-scale backbone enterprise as the main body, small and medium enterprises as necessary complement modern medicine circulation network, forming a group network covering the whole country, intensive and informationization level higher large medicine circulation enterprises. Pharmaceutical wholesale enterprises with annual sales accounted for more than 90% of the total pharmaceutical wholesale market; Pharmaceutical retail enterprises with annual sales accounted for over 40% of the total amount of medicine retail market; Rate of drug retail chain of more than 50%.
B "production enterprise"
The profit model of the whole chain scrutiny
"Two votes" for manufacturing enterprise, producer prices for the first challenge is to be of taxation in 2015 began to implement value-added tax invoice management system control, drug prices will be more transparent. Since January 1, 2017, all people can log on to the VAT invoice invoice examination examination platform, platform will provide the check of the whole face, including listing information, such as hospital purchases drugs invoice, for example, you can through the inspection platform to make out an invoice date of the invoice and the purchase and sale of information, name of medicines, medicine, the specifications, quantity, unit price, amount and so on to conduct a comprehensive inspection.
This means that the tax authorities can monitor whether the medicines shipped from the manufacturer to the hospital stock open "two votes" by the regulation, you can also collect drug prices of each link, and two tickets when the size of each ticket price. This will be conducive to the government departments timely found some illegal make out an invoice, give processing.
For the production enterprises, marketing, research and development expenses and other fees invoice too transparent. In addition, the enterprises also face reference drugs ex-factory price policies such as paid price chain reaction.
Given the pharmaceutical production enterprise of the integration of trade and industry or group of enterprises to establish sales only wholly owned or holding of this enterprise (group) pharmaceutical business company (national only 1 business companies) can be regarded as production enterprises, production enterprises through mergers and acquisitions mergers or holding companies, can obtain a higher degree of freedom.
In "two votes", driven by the trend of the medicine circulation industry changes, drug prices and "camp" instead of the tax risk, will encourage the pharmaceutical industry chain to readjust the profit distribution. It is important to note that health development planning commission and the relevant departments have pay close attention to the "two votes" next to ticket money laundering instead production enterprise, and the price is out of the ticket, to provide false advertising companies, such as meeting conference, advertising invoice from the production enterprise new way of money laundering. Therefore, under the background of drug prices downward, according to the previous pattern of distribution management cost is not feasible, the manufacturing enterprises should be based on the overall drug business layout adjustment of the change of the profit model, for example, according to their own product attributes to re-examine its into the feasibility of drug retail market.
With the development of circulation enterprises informationization, in order to speed up the circulation of funds and reduce the drug circulation cost, production enterprises and medical organizations will be more and more the pursuit of "zero inventory", links such as production, circulation and hospital drug inventory will decline gradually. Increase of concentration of circulation enterprises means that the quality of circulation enterprises in the industrial chain of negotiation price advantage, enterprises need to meet the demand for drug safety, drug circulation enterprises should implement "consistency evaluation" as soon as possible "proprietary Chinese medicine to evaluate" standardization production and packaging management, to ensure that their products can enter the modern logistics distribution system.
"Two votes" for agency system production enterprises. Agency system due to long-term production enterprises since the set of marketing team, from personnel of course of study is numerous, free drugs production enterprise management is relatively loose, "two votes" plus "camp to increase" will force the past "callings" from personnel of course of free drugs income sunlight, agency system production enterprises in cost will be under pressure to flattening channel mode development.
Conclusion the < < <
"Two votes" as the first major policy issued by the pharmaceutical industry in 2017, the implementation goal lies in the lower drug prices artificially high. "Two votes" short-term impact more on profit reduce circulation enterprises and production enterprises, long-term effect lies in the change of the whole industry chain profit distribution.
Circulation enterprises and production enterprises should be based on "two votes" in the light of the demand of the change to reposition positive face. "Two votes" policy after 8 months of brewing, industry "two votes" and "camp to increase training course" five rounds ahead too. Policy to the ground, it was decided that now that national policy is to accelerate the industry evolution as the guidance, the circulation enterprises and production enterprises under the premise of legal compliance increased their professional competence is king. |
