Drug dealers release signals of recovery after prescription drugs network bans loosening

[abstract] At the end of May this year, the State administration of Food and Drug Administration issued the "Internet Food and drug management measures (draft)", put forward the lifting of the ban prescription drug online sales, allowing Third-party logistics distribution of drugs, non-chain pharmacies enterprises or online drug sales.

Fiery June, with the prescription Drug network ban on the loosening of policies, the original hesitated slow line of the medical and electrical operators released a signal of awakening.

At the end of May this year, the State administration of Food and Drug Administration (hereinafter referred to as the State administration of Drug Administration) issued the "Internet Food and drug management measures (draft)" (hereinafter referred to as the network for the sale of drugs for advice), proposed will ban prescription drug online sales, allowing Third-party logistics distribution of Non-chain pharmacy enterprises or can sell drugs online.

Today is only 3 days away from the final deadline for the collection of Views June 27. Generally speaking, it takes half a year to collect from the draft and the formal implementation, which means that the policy iceberg that has plagued the drug dealers for a long time will be officially unfrozen by the end of this year or early next year.

By then, the prescription drug net era will eventually arrive, only billions of yuan scale of pharmaceutical dealers opened a door to the Chi market.

At present, the domestic pharmaceutical and electronic business areas mainly include the integrated electric business platform in the Day Cat Medicine Museum and Beijing-East, when, No. 1th Shop, I bought a network, Amazon and other platform for the pharmaceutical channel, good pharmacist, jian a net, Kang Love, Hua Tuo pharmacy is located in the vertical medicine and electrical Business Line camp. Players in these industries are already gearing up to prepare for the nuggets.

However, a few happy several worries. As Internet medicine dealers begin to look forward to a brighter future, the online sale of drugs for advice is met with resistance from traditional pharmaceutical organizations.

Good pharmacist CTO Wang Letian said to Tencent, "this is the same as the internet finance", the lifting of prescription drug online sales policy direction to the pharmaceutical industry and consumers to bring great benefits, but moved the traditional medicine industry cheese, natural encounter joint boycott.

In the future, the impact of pharmaceutical and traditional pharmaceutical industry will continue, and the former to usher in the real development of the spring will also face the challenges of service and mobile side changes.

Grab hundreds of billions of dollars cheese first off: encounters with traditional institutions

Last week, the state-wide pharmacy, People's large pharmacy, China Pharmaceutical Business Association, China Pharmaceutical and Materials Association, and other national dozens of chain pharmacies and institutions head of the state Food and Drug Administration and the Ministry of Commerce, said the "network of open sales will make fake drugs rampant", in order to oppose the release of the network of prescription drugs and "0 threshold" online sales of drugs.

The deeper reason is that, once the policy barriers to the marketing of prescription drugs are broken, traditional medicine institutions and pharmacies will suffer a huge blow.

At present, domestic drugs are divided into prescription drugs (RX) and over-the-counter drugs (OTC). Among them, the prescription drug is the mainstream just need, occupy 80% of the market, and need a doctor to prescribe to sell and use. Users are generally only purchased in hospitals, to other offline pharmacies to purchase by prescription purchase and audit registration.

Prior to this, patients on the internet difficult to buy prescription drugs to become a major development bottleneck of pharmaceutical dealers. It also means that drug dealers can only spin around the over-the-counter market, which occupies 20% of the total plate.

This seriously restricts the size of the domestic pharmaceutical electrical business amplification. According to the Chinese Pharmacy and Pharmaceutical Research Center statistics show that 2013 China's pharmaceutical electronic trading scale of only 4.26 billion yuan, only 2013 years double 11 cat Taobao turnover 35 billion of 12%.

Wang Letian told Tencent Science and technology, domestic drug dealers mainly focused on drugs, equipment (including adult products) and health products (including food, mother and child) three categories, including drugs, which is the general category of over-the-counter drugs (OTC) network sales accounted for only about 10%. According to the calculation, 2013 pure drugs online Trading scale of only about 400 million yuan.

"But the entire prescription drug (RX) market scale of hundreds of billions of dollars, especially cardiovascular, hypertension, diabetes, three chronic diseases of more than 50 kinds of prescription drugs will give the pharmaceutical electrical business a huge business opportunity." Wang Letian said that the release of prescription drugs online sales policy winds to the pharmaceutical industry and consumers to bring significant positive, but moved the traditional medicine industry cheese, natural encounter joint boycott.

In Wang Letian's view, "regulatory oversight will lead to the spread of counterfeit drugs on the internet" is only the pretext of traditional institutions. Online marketing of prescription drugs is a trend that has grown more mature in the United States. "At the moment the online sale of counterfeit drugs mainly appear on some Taobao platform, the formal online shopping mall is basically all authentic." Security is only relatively, in essence, the network is only a channel to sell drugs, but also the Internet Drug Information Service certificate and the Internet Drug Trading Service Certification licensing authority. This is the same as Internet finance, can not be an individual unsafe cases and unworthy, conform to the trend, but also conducive to the people is the fundamental. ”

Over the hill of policy: accelerating into service and moving end

In the end, it will take time to find out how policies such as the specific ban on prescription drugs are to be prescribed, and whether the drug dealers can successfully rip off online sales of prescription drugs. In the short term, domestic pharmaceutical and electrical business industry still faces some difficulties.

Good pharmacists belong to the largest private pharmaceutical wholesalers in Kyushu Pharmaceutical Group, in the upstream drug procurement resources and warehousing advantages. Even so, a good pharmacist is still in the red with all the players in the industry.

Wang Letian said that, in addition to the policy threshold and prescription drugs to buy, consumers of drug-buying habits and the development of the pharmaceutical industry itself is also the recessive bottleneck of medical and electronic business.

Consumers are generally in the physical discomfort in the case of the need to buy medicine, but because the illness can not be delayed, generally close to the line to buy medicine to solve the drug, and pharmaceutical dealers from the order to receive at least one day, the timeliness of the problem is still unable to resolve. If it is a serious disease, consumers will not choose to buy drugs online, but go directly to the hospital.

In addition, because of the particularity of the pharmaceutical industry, high professional requirements, the user in the physical drugstore sales to a large extent from the shop assistant and pharmacist advice and guidance, the electrical business is difficult to meet. The most effective weapons, promotions or price wars for electric dealers are not available on drugs, which, after all, are less likely to be sold than mass consumer goods. Moreover, many users can buy the medicine through the health Insurance card online, the electricity business does not satisfy this demand.

Although temporary development subject to certain constraints, but the future can be imagined space is still broad.

On the one hand, the modern population standard type of chronic disease medication more and more, the medical electricity business user prospect is broad; on the other hand, the profit of traditional medicine is too high, the line is cheaper than offline add, the medicine electricity trader can use Internet and mobile Internet to realize benefit redistribution.

Right now, in addition to the use of policy Dongfeng, determined to share the lifting of prescription drugs, good pharmacists and other vertical pharmaceutical operators in the service system, hoping to achieve through the mobile end of the layout of the Internet to overtake the electric trader.

Good pharmacist an internal staff revealed that good pharmacists are taking medication to remind, cloud medicine, pharmacists online counseling, health management, such as after the purchase of the service area layout, and formed a call center.

"Simply rely on Taobao and Beijing-east platform, it is inevitable to fall into the price war, and the flow of the cost of access is very high, the profit is difficult to protect, platform brand effect on the vertical pharmaceutical manufacturers to form a squeeze." and the service and mobile end can retain users, especially the service side, Ali and other platform classes difficult to meet. "Wang Letian that good pharmacists have Kyushu to business-to-business drug stores and channels, the end of this year will be completed by the transformation, the logistics cost of reducing, O2O closed-loop implementation, will usher in a vast world."

In reality, Will Ali and Jingdong give them a chance to grow up? Anyway, the medical and electronic business policy Dongfeng has been blown up, and see how each of the subsequent borrowing power for the market.