The drought in the rain, medical and electronic business to usher in a major policy positive

The drought was a rain.

Pharmaceutical and electrical manufacturers have ushered in a major policy positive. May 28, the State administration of Food and Drug Administration announced the "Internet Food and drug management measures (draft)" (hereinafter referred to as the "draft"), to request feedback from all walks of life, according to the State administration of food and drug supervision, the deadline for feedback is June 27.

"The new rules on online medicine that I'm asking for advice are the most shocking one I've ever had in the online drug business." "Health Guest network CEO Su Exhibition to the China Business newspaper," said in his view, because of the "draft" and the previous domestic strict control of online pharmacy operating rules compared to a major breakthrough, clear prescription drugs can be sold online, not only to the online pharmacy practitioners feel excited, but also to the entire pharmaceutical industry will bring great shock.

Now, this good news has begun to affect the electric power and pharmaceutical enterprises of the nerves, the pharmaceutical market giant cake has been near their eyes.

Many broken ice

"In my view, the new rules in the field of online drug sales have a lot of breakthroughs, not just the prescription drug online sales of the red line Ayu this point." "I have been engaged in the field of online pharmacy industry senior personage Wang Li (alias) said," Of course, prescription drugs can be online sales is one of the most important bright spot. ”

Access to the draft, in the eighth article can see a clear formulation: Internet drug operators should be in accordance with the requirements of drug classification management, prescription sales prescription drugs, the standard, format, validity period, etc., should conform to the relevant provisions of prescription management.

"This is a sure way to sell prescription drugs through the business platform, and to define the overall direction of online sales," he said. Wang Li said.

In the middle of last year, Guoqing, director of drug and cosmetics supervision at the State Administration for Drug Administration, said the country would not release the licences of online pharmacies and would be less likely to allow prescription drugs to be sold online.

According to the state Food and Drug Administration's earlier regulations on online pharmacies, access to Internet drug licensing companies can only sell over-the-counter drugs (OTC). 2012 National Drug circulation industry total sales amounted to 1.1122 trillion yuan, but over-the-counter drug sales accounted for only a small proportion of over-the-counter drug-oriented drug retail market total sales of only 222.5 billion yuan.

The Southern Institute of Medicine and Economics (CFDA), China's drug retail monitoring and analysis system, showed that 2013 China's drug retail terminal scale of 255.8 billion yuan, an increase of 12.8%, 2007-2013 year average annual growth rate of 15.1%.

"Prescription drug sales accounted for 70% to 80% of total domestic drug sales, so the domestic prescription drug market was huge." "Wang Li said," to break through the trillion total pharmaceutical market size calculation, the total amount of prescription drugs over 800 billion yuan no problem, and the profits far higher than over-the-counter drugs, to the electricity business open, can be said to have great potential. ”

The second bright spot of the draft of soliciting opinions is the possibility of opening up the operating threshold of the online pharmacy. The draft of soliciting opinions stipulates in the seventh article, "In addition to the laws and regulations do not need to deal with the relevant license of the operating entity, the Internet food and drug operators should obtain food and drug business license or record of documents, access to food, health food, cosmetics, medical equipment production license or record certificate of enterprises We can sell the products produced by our company through the Internet. ”

China Pharmaceutical Materials Association online pharmacy branch President Longyan believes that, from these provisions, the State administration of food and drug supervision of the Internet pharmacies on the threshold requirements appear to be greatly reduced, basically can be seen as any entity pharmacies if you want to engage in online drug sales business, can do.

"According to the previous regulatory authorities on the Internet pharmacy requirements, chain pharmacies to apply for Internet drug trade license should be no problem, a single pharmacy is not, but from the new regulation, monomer pharmacies are no problem." "Longyan evaluation.

"Because when the Internet sales supervision system was set up, only drug trading license, no device trading license, which causes only medical device sales enterprises can not carry out online sales, in order to sell online, you have to sell drugs first." "A business person engaged in a retail chain of medical devices told reporters.

The person said he had been seeking online sales since 2009, but had struggled to secure an Internet drug trade license. After several years of difficulty, he sold the product to an online pharmacy through the way of being a dependant, and then sold it through the pharmacy platform. "This has increased the flow of liquidity, increased operating costs, and increased the retail price of products has greatly reduced competitiveness." ”

Reduce costs

"The new rules allow the community to see that the state has given strong support to promoting the development of the electricity industry as an important factor in promoting economic development." Su Zhan believes that there are at least two advantages to promoting the development of online pharmacies and allowing prescription drugs to be sold online.

"First of all, the development of domestic electrical business can connect with the world." "Su Zhan reviews. At present, the Internet pharmacy business in Europe, America and Japan already has quite large scale.

According to the foreign pharmaceutical industry data, the U.S. online pharmacy sales volume has accounted for the overall sales of about 30%, the Japanese figure is 17%, and Europe is 23%. By contrast, the China Pharmaceutical Materials Association released the 2013 China Medical and pharmaceutical data report reported that 2013 online drug sales amounted to 3.9 billion yuan, compared with tens of billions of drug sales, is less than 0.5%.

However, according to the survey data, the domestic online pharmacies These two years show a rapid burst of momentum. 2011, the total online sales of less than 400 million yuan, 2012 growth to 1.6 billion yuan, the growth rate of 400%, last year, 3.9 billion yuan, growth also more than 200%.

"In the foreign online pharmacy business gradually mature, rapid development of the premise, if we do not develop as soon as possible, we will lose the opportunity." "Su Zhan example, only to domestic medicine market 1 trillion yuan, the United States online pharmacy business accounted for the entire market 30%, China's online pharmacy market should be corresponding to the scale of 300 billion yuan, and now less than 4 billion yuan sales, there is a huge potential for development."

"In addition, the most important thing is that the online pharmacy model improves sales efficiency and dramatically lowers the cost of medicines." "Su Zhan introduced that the cost of the sale of drugs is largely in store costs." A monthly turnover of about 100,000 yuan in a single pharmacy, the monthly demand of 20,000 yuan to 30,000 yuan, that is, store rental costs accounted for the drug sales of 20% to 30%, and this cost is bound to be borne by consumers.

Not only that, the layers of the channel link also increased the cost of drug sales. There have been media reports, there are drugs in the hospital sales prices are 100 times times the factory price, although there is a great cost is the gray rebate, but the circulation costs can not be underestimated.

"Selling drugs on the internet is 20% to 40% cheaper than traditional channels," he said. "Its advantages will be more pronounced after the prescription drug red line Ayu," Su Zhan said. ”

According to industry insiders, some of the hospital cancer drugs, the new Reiter drug prices, the main reason lies in the opaque ex-factory price and circulation links, if the future can achieve online purchase, ex-factory prices, sales price will be at a glance, the burden of customers will be greatly reduced.

Game of all parties

The capital markets, which have a keen sense of smell, responded enthusiastically to the new policy.

In the state Food and Drug Administration of the "draft" issued less than a week of June 3, the domestic online pharmacy Health Network announced successful financing. The China Resources Group's online pharmacy announced in the first quarter of this year to complete a round of financing, financing amount of 300 million yuan, down to 110 million yuan, the investment side for the Shanghai International Venture Company (SIGVC), the site became the first domestic financing successful online pharmacy.

According to its disclosed data, the health nets last year to achieve 380 million yuan drug sales, in the industry in the first place. The plan is to achieve 1 billion yuan sales this year.

At present, in the domestic online pharmacy sales are over-the-counter drugs, these over-the-counter drug sales in some people in the industry seems a little superfluous.

"If it is a cold fever, who will immediately to the nearby pharmacy to buy medicine, no one to purchase drugs online, but also to wait a few days to get, therefore, the online operation of drugs most need is prescription drugs, because the price of prescription drugs, customers want to save money." One industry insider said.

However, it is not easy for the domestic online pharmacy to do the prescription medicine business. According to an industry insider, the United States hospitals, prescription drugs are electronic prescriptions, customers can show an electronic prescription online pharmacies, pharmacies prescribed drugs, but China, the hospital's prescriptions will not be through the electronic platform to the patients openly.

"Every hospital thinks that the patient is their property and the source of the income, and that the patient's information, including prescription information, is not disclosed to the peer because the patient can not buy the medicine." Su Zhan commented, "In the case of hospital electronic prescriptions will not be disclosed, online pharmacies selling prescription drugs can be said to be difficult." ”

One solution is for customers to consult with an online pharmacist, prescribe by a licensed pharmacist in an online pharmacy, and buy medicine, but this online prescription without a doctor-patient meeting has become an object of concern.

"Social security reimbursement is also a problem, how the reimbursement is actually connected to the online pharmacy consumption?" Meikian, an investment person in the pharmaceutical industry and a partner in the east, said the question, "although the electricity business is the general trend, it is still difficult to push it forward." ”

"At present, the debate on the draft is already very intense, there are many people who agree and oppose it." "said Longyan.

Longyan that for investors with large entity chains, if the threshold of the Internet to sell drugs is significantly lower, some do not have a large chain system of monomer stores, and even some no entity shop practitioners also joined the competition, and medical device manufacturers can directly sell products, then their investment has become a waste?

The "Draft of soliciting opinions", which is praised by the online pharmacy operators, is also opposed by some large chain operators. In Longyan's view, the large chain companies apparently dare not risk the loss of huge investment and brand risks of illegal sales of drugs, but small single pharmacies investment costs are low, illegal costs are also low, and this makes people on the small single shop online to sell drugs are worried. "Therefore, the ban on prescription drug sales can not be achieved overnight, but also face a lot of problems to be solved." The