Medical network - December 29, the retail market is influenced by policy, industry in 2016 about medical policy frequently, make such a policy is at the forefront of industry. "Two votes" experiment, "change", "consistency evaluation", such as policy, make the irregularities of the small and medium-sized businesses are quickly eliminated, regional business leader facing opportunities. "Prescription drain", "strictly control medicine proportion", "medical insurance fixed-point membership approval canceled entirely," such as the implementation of the policy, make for good development opportunities in the retail market, retail industry concentration degree is likely to be improved, industry structure will also change. Through these policies, we may be looming in 2017, the pharmaceutical industry.
Hospital prescription outflow, retail market potential is?
Since the new reform in 2009, countries have issued a series of policies to promote the medicine apart, especially in 2014 "about the implementation of the 2014 annual health care tasks to focus on increasing the drug circulation service level and work efficiency of notice issued and implemented, retail pharmacies for outpatient pharmacy service of medical institutions and other professional services of various kinds of reform; 2016 "deepening the reform of medical health system key tasks in 2016, banning hospital limit prescription outflow, the patients in the hospital take the prescription to the retail pharmacy to buy medicine to become a reality. Retail pharmacies is prescription outflows and grading diagnosis and treatment of bearing, very promising for the development of grassroots medical service center, eventually formed a complete industrial chain.
Encourage prescription outflows related policies
In September 2014,
Policy on the implementation of the 2014 annual health care tasks to focus on increasing the drug circulation service level and work efficiency of notice
The main content Various ways to promote medical apart, in the public hospital reform pilot city, explore the larger scale, strict quality control, licensed pharmacists pharmaceutical affairs service system, good credit record retail pharmacies, undertake outpatient pharmacy service of medical institutions and other professional services of various kinds of reform.
In May 2015,
Policy of the state council general office on urban public hospital comprehensive reform pilot guidance "countries do hair [2015] no. 38
The main content break "to the medicine cure" mechanism. Pilot cities all public hospitals to promote medical apart, actively explore a variety of effective ways to reform, cancel the drug addition (except traditional Chinese medicine yinpian). The 2017 pilot cities to public hospital medicine proportion (not including Chinese medicine yinpian) overall to around 30%.
In March 2016,
Policy "Beijing city public hospital comprehensive reform plan"
The main content Comprehensive break "to the medicine cure" mechanism, to explore the patients can choose in hospital outpatient pharmacy or on prescription to retail pharmacy to buy medicine.
In April 2016,
Policy the deepening medical and health system reform in 2016 key task"
Main contents prohibited hospital restricted prescription outflow, patients can choose in hospital outpatient pharmacy or on prescription to retail pharmacy to buy medicine.
Why medicine separation, high prescription outflow? To look at the general office of the state council issued "about city public hospital comprehensive reform pilot guidance", strive for to 2017 pilot cities public hospital medicine proportion (excluding Chinese medicine yinpian) overall to around 30%. In 2015, according to analysis of IMS Health hospital terminal market size is 847 billion yuan. Prescription outflows after let go, outpatient medication, there will be a large scale through retail terminal sales prescription outflow theory incremental space is expected to more than $130 billion in 2017. As a result, many in the industry are split between the medicine and prescription outflow as drug retail new development opportunities.
Cancel the medical insurance fixed-point qualification examination and approval and predict industry rise?
And drug regulation since 1999, ministry of labor and social security bureau set "town worker is basic medical treatment insurance designated retail drug store management interim measures", the drugstore that decide a dot the qualification examination and approval by the year 2015 has been implemented for 16 years. But because of the influence of policy differences across, health designated retail drug store development is not balanced, health and the health care store sales vary widely, whether health care drugstore that decide a dot certificate become the core competitiveness of the enterprise.
For many pharmaceutical retail enterprise, medical insurance fixed-point qualification is the lifeblood, is a "pain points" is hard to tell. 2014 national retail pharmacies health insurance fixed point at a rate of 57.88%, the proportion was unable to meet the needs of retail pharmacies is eager to be "fixed". Even some of the eastern developed areas of health care of drugstore that decide a dot accounted was far below the national average. According to the end of 2014, zhejiang province, the pharmaceutical industry association of the province, hangzhou, wenzhou, shaoxing, huzhou, jiaxing, quzhou, taizhou seven urban areas 3845 pharmacies survey statistics, medical insurance fixed-point rate is only 39.9%, 48.6%, the highest for the urban area of hangzhou min. 12.4% of wenzhou city.
Control the medical insurance fixed-point number is only one aspect of the regulatory setting threshold. Health regulators over fixed-point qualification censorship and many many restrictions: one is the distance limit, the drugstore that decide a dot spacing must be greater than 500 meters (different cities); Second, the cap and new incremental restrictions; Third, proportional limit, including the proportion of the total retail pharmacies and ginseng protect personnel proportion; Four is a pharmacy opened age limit, generally must be within 2 years (more than 1 year); Five is a designated enterprise limited, some health care designated only designated enterprise and its subordinate stores; Six is the business scope restrictions, drugstore that decide a dot shall operate the medicine commodity, etc. In front of the market economy, administrative measures of intervention severely limited the development of the retail pharmacies, let retail pharmacies.
By administrative means "bridle" neck of retail pharmacies have hope again! Promulgated by the state council in October 2015, the state council on the first cancel the item 62 central designated local implementation of the decision of the administrative examination and approval matters ", including cancellation of insurance of primary medical treatment that decide a dot retail pharmacies qualification, is the development of the industry milestone - drugstore that decide a dot is from "yan into wide tube" into "wide into bat" era, greatly improving the policy of ecological and market environment, to bring new growth opportunities in the retail market, heralding the rise of an industry.
Hospital sales growth is slowing, the retail market is a new opportunity?
According to analysis of IMS Health, Chinese medicine, total sales of more than 11000 yuan in 2015, structure still is given priority to with prescription drugs, so the hospital accounted for 77% of total sales, retail pharmacies and 23% of the third terminal channels. By strengthening health care, however, control cost, promote the clinical rational drug use, such as centralized bid procurement policy, the influence of hospital channel prescription drug sales growth has risen from 12% in 2014 fell to 5% in 2015, much lower than OTC main sales channels of retail pharmacies (14%) and community health service centers (16%) of sales growth.
To November 2015, the national retail pharmacies stores, a total of 44.8 chain rate rose to 46%; Which places a pharmacy 16.4, accounting for 37%; Industry concentration. That year 180 billion yuan of total scale of the OTC market, 60% of the contribution from retail pharmacies, among them, the prefecture level of pharmacy sales accounted for.
In the OTC medicines retail pharmacies, a cold cough class is the first major categories, accounted for 30%, but has entered the era of low growth. Both in terms of sales or sales to save class category of proprietary Chinese medicine sales growth is the highest, followed by tonic and circulation system. Sustained high growth category are driven by proprietary Chinese medicine, digestion are developing very fast in nearly a year, growth is improving, minerals and vitamin kind of slow.
Third party medicine suspended platform, medicine O2O model flat?
By the end of 2015, the national total 517 companies have "Internet drug trading services qualification certificate", 164, compared with the previous year increased accordingly medicine electricity industry presents the explosive growth, according to incomplete statistics data (not straight newspaper enterprise statistics), the medicine electricity sales reached 47.6 billion yuan, including B2B is 44.4 billion yuan, sales accounted for 93%; B2C is 3.2 billion yuan, sales accounted for 6.7%. This year, however, hebei, guangdong, Shanghai, Hong Kong and medicines online retail pilot after the third party platform is "suspended", B2C online pharmacy industry encounter cold again, standing in the "Internet + medicine" crossroads of enterprises can not help but feel confused.
Third-party medicine suspended platform, may indicate this model has a lot of problems, when to release also verified the B2C medicine electricity are facing the development bottleneck problem: one is that three pilot platform have no could restore, when can you restore? Second, we hope that "Internet + prescription" business, prescribing how to add, policy when to come?
However, with the mode of opposite, the other a more vertical medicine O2O model presents the vigorous development trend. Current medical O2O enterprises can be roughly classified into three categories: traditional enterprise background medical O2O company, such as JPM medicine; Medicine O2O service provided by the big Internet companies, such as the medicine to the platform provided baidu, ali health to provide medical O2O services; In addition, there are independent medical O2O enterprises.
In early 2015, the state council "several opinions on promoting the healthy development of domestic trade circulation, will actively promote the development of e-commerce, promote the development of the online fusion, to promote" the net book store take ", "net book store send" new distribution mode; And asked to raise the level of logistics socialization, support large retail chain enterprises to provide third-party logistics services, to support the coordinated development of e-commerce and logistics delivery, etc. Medicine O2O become a direction of the future, based on the two advantages. One is convenient for regulation, for they all are the localization services, provide distribution entity stores. Secondly, activate the offline entity stores, give play to the functions of the existing offline stores. Win in addition to the model, with the advancement of reform policy, the drug retail market will continue to expand, more positive medicine O2O.
/ in this paper, the author is part-time researcher/Shanghai pharmaceutical strategic development research institute |
