Medical network - December 5, with separate national health reform gradually medical, prescription drug lobbyists market in recent years in domestic development is rapid, and gradually become the new market blue ocean highlands, and the new value by drug companies more and more attention.
Baolai, data on December 1, Beijing research institute published the 2016 China prescription drug lobbyists market research report (hereinafter referred to as the "report"), points out that drug market growth continued to slow, county and grassroots market into a prescription drug market growth force, as the medicine separate policies continue to advance, prescription drugs distribution channel will take place great changes. Medicine, electricity and emerging DTP model also become the hot spot, is growing rapidly.
The report predicts that by 2020, prescription drug lobbyists total market capacity will exceed 400 billion yuan.
▌ overall medicare tighter, growth in the market
Report statistics, in 2016 China's pharmaceutical market (including medicine) total scale of the slowdown in the growth rate, the overall size is about 1.4774 trillion yuan.
According to the report, future health care general control will be more strict, the bidding situation grim, quality consistency evaluation or price will be out most of the varieties, rational drug use of adjuvant, anti-infection drugs, such as restrictions, medicine proportion reduced, patented drugs implement national price negotiations, the increase of these policies have limited the size of the medical market.
But in medicare expanded, new products, constantly improve and improve health infrastructure and services, rapid growth of incidence of chronic diseases, provincial/city level high value medical expenses and the rise of private investment in health care industry is driven by positive factors such as medical market scale will still maintain growth, but growth will continue to slow.
Influenced by multiple policy factors, the county and the main force of the primary market is growing for prescription drugs market growth, and city level hospital terminal showed growth trend, retail pharmacy terminal although volume is relatively small, but by prescription outflow of policy support, market development is rapid.
As the primary care system is increasingly perfect and grading the advancement of medical policy, community health centers become prescription drug sales accelerated, in major category of terminal growth rate were higher than hospital.
▌ prescription drug distribution channels has important change
According to the report, from the perspective of the proportion of prescription and non-prescription drugs, prescription drugs than have been accounted for about 85%, is expected to reach 2020 prescription drug market size of 1.6 trillion. But as the medicine separate policy continues to advance, prescription drug distribution channels will take place great changes.
Series of documents issued directly to promote the emergence of this change.
2014 "on the implementation of the 2014 annual health care tasks to focus on increasing the drug circulation service level and work efficiency of notice to include retail pharmacies for outpatient pharmacy service of medical institutions and other professional services, and other forms of reform; The deepening medical and health system reform in 2016, 2016 key tasks, "pointed out that ban hospital limit prescription outflow, patients can choose in hospital outpatient pharmacy or on prescription to retail pharmacy to buy medicine.
Is expected in the prescription outflow policy, pushed by the retail end to undertake the part affected by policy and squeezed hospital drug prescriptions of terminal, terminal at the grass-roots level and the development of online pharmacies will also broken part of the outflow of prescription drugs.
And purchase the new no. 7 and no. 70, the influence of public hospitals for more severe drug purchase way, low bidding price continuously under pressure to kill, and reduce the medicine proportion and control the medical expense growth policies, such as severe crush the prescription of living space in the home.
At the same time, in recent years, the provinces for auxiliary medication are different degree of drug control, to further increase the hospital prescription drug sales pressure, also forced the prescription drug companies seeking outside the court.
Seen from the status quo, lobbyists prescription drugs mainly concentrated in the retail market, retail market prescription drug sales continue to increase, the retail market is like in prescription drugs sales in 2016 is expected to 118.9 billion yuan.
▌ DTP, medicine, electricity growth significantly
The DTP model as the current industry hotspot growth significantly.
DTP model is directly facing the consumer marketing mode, its essence is to build in a pharmacy one-on-one service professional services platform.
According to the institute of baolai, data statistics, at present the DTP scale of about 8 billion yuan in 2015, is expected to achieve sales of 10.5 billion yuan in 2016.
According to the report, the DTP pharmacy along with the development of public hospital prescription simultaneous outflow, will experience the new apt, slow disease medication, all varieties of prescription drugs three stages -- according to the policy requirements, public hospital medicine proportion will be reduced to 30% from 40% now, industry estimates that leads to the capacity of more than 100 billion drug cuts, deduct up examination thereby reverse proportion, reduce the factors such as infusion, is expected to be about 80%, or 80 billion capacity prescription drugs outflow to the court.
National policy requirements accounted for 2017 drug targets, considering the enforcement of the hospital and regional differences, expected late this sorting out prescription capacity will be released at the end of 2020, by 2020 the DTP market scale will reach 30 billion yuan.
In the past few years, as the Internet penetration and online shopping permeability ascend, Chinese medicine electricity show explosive growth, increased from 2011, 400 million yuan in 2015 to 13.3 billion yuan, but compared with foreign electric business, sales still obvious gap: the online sale medicine accounted for 30%, Chinese medicine online accounted for only 0.35%, this difference is at the heart of medical environment difference between the two countries.
In China, medicine accounted for 85% of the prescription drugs not sales, online is hard to get a prescription, online health care can't pay; In the United States, online prescription, medicare payments, electricity as a way to reduce medical costs further, one of the encouraged by health control cost, get rapid development in the slow patient group.
Slow disease is the goal of electricity group, China's slow disease is the goal of electricity group, Chinese medicine slow disease large space provides a high base for electricity. Expect China pharmaceutical electricity potential space also will be decided by chronic diseases group, China's massive slow patients and slow disease medicine base for electric business development provides a good foundation. |