Electric dealer Dark war 300 billion prescriptions market: market opening is imminent

CFP Map

[Abstract] "Internet food and drug management measures (draft)" is expected to fall in October or 2015 New Year's day before and after the landing. In the face of such a large market near the trillion, many home appliances have been gearing up.

Times weekly reporter Winsting from Guangzhou

After years of brewing, it will be a reality to sell prescription drugs online.

According to media reports, the State administration of Food and Drug Administration (hereinafter referred to as "state Food and Drug Administration") issued in May this year, "Internet Food and drug management measures (draft)" is expected to be in October or 2015 New Year's day before and after the landing.

In the face of such a large market of nearly trillion, many home appliances business are gearing up, intent on the ground when the policy to pre-empt. At present, store 1th has successfully received the approval of the State administration of food and drug supervision, to become the Internet Third-party platform on the drug online retail pilot. Once the prescription drug network is open, shop number 1th may be able to drink "head soup". In fact, Jingdong (24.3,0.40,1.67%), Cat and other electrical Shangdou has done online sales prescription drugs, only owed from the State administration of food and drug supervision of a paper.

"Drug dealers are a big game," he said. The first step is to obtain an over-the-counter trial approval, and the process is only just beginning. "Pengshugang, Director of Foreign Affairs, No. 1th, said in an interview with The Times weekly reporter," the market prospect of prescription drugs is very broad, but certainly step by step to do, and to take safety control as the first prerequisite, if the electric business enterprises do not solve this problem would like to expand the drug business, it is impossible. ”

Start by tapping into OTC

In the big chess game of drug dealers, shop number 1th has successfully stepped out of the first step.

This August, the state Food and Drug Administration issued a notice that has been formally approved on July 25, agreed to operate the No. 1th store NIU E-commerce (Shanghai) Co., Ltd. as a pilot unit, the Internet Third-party platform for drug online retail pilot, the pilot period of one year. After being approved, the drug retail chain company which entered No. 1th store can carry out the network retail Business of Medicine (Enterprise to consumer) in shop 1th.

This is the first time that a comprehensive electric business enterprise has been approved to launch such a pilot. Prior to this, two professional medical and electronic platform has been approved by the same pilot, Hebei Eye Medicine Technology Co., Ltd. 95095 Medical platform, and Guangzhou 800-party Information Technology Co.

At present, the online marketing of over-the-counter drugs has been basically mature, from over-the-counter to prescription drugs, this is a logical process.

This is not the first time in Shop No. 1th to test water drugs. At the beginning of 2010, No. 1th store incorporated Guangdong Poly Blessing you big pharmacy Chain Co., Ltd., change it to Guangdong one big Pharmacy Chain Co., Ltd. After that, the one big pharmacy took 3 months to obtain the Internet Transaction Service certificate, and in May that year officially launched the 1th Drug Network (the predecessor of one medicine net).

In fact, 85.6,0.65,0.77%, a third-party platform with the company's cat and Jingdong, began working on pharmaceuticals in 2011, but both have had their ups and downs in OTC sales because of a lack of formal trading licences.

Unlike shop No. 1th, Jingdong chooses a shortcut, which is to cooperate with a good pharmacist website with a license plate. However, the equity dispute eventually led to a sudden halt in the partnership for several months. The days of the Cat Medical Museum in the absence of qualifications due to the supervision of the punishment, select the "Curve to save the nation" way to jump to the license of the website of the business of the cashier to achieve online transactions.

In 2013, the 1th shop, which had stripped out its operating system from one drug network, began to consider the possibility of selling drugs on its own. From public affairs, operations, technology, quality control, legal services and other departments a total of more than 30 staff formed a special team, from carding the existing online drug sales laws and regulations began, the final decision through the application of the State administration of food and drug supervision of the pilot drugs to the third party platform business mode, to achieve the 1th store sales of drugs.

Starting from last May, the application to be licensed this July, as the co-ordinator of the pilot project, Pengshugang bluntly this is "an unusually arduous and lengthy process". And in the interview process, "the Food and Drug Administration to worry about what, we will solve what" is Pengshugang many times mentioned views. This is the key to the 1th store's eventual access to licences.

According to Pengshugang, store No. 1th was submitted to the State administration of food and drug supervision of the "1th Shop Internet drug trade Third party platform of the pilot program" up to 43 pages, the details involved include business audit, the establishment of a single product database, drug release, payment link processing, logistics control, online customer service and professional pharmacist online services, Margin settings and so on. "Now most of the problems have a solution, and a part of the gradual exploration of the summary and modification of the process, such as the inspection program is still in the revision." ”

Security as a prerequisite

May 28 This year, the state Food and Drug Administration issued the "Internet Food and drug management measures (draft)" (hereinafter referred to as "the draft"), which clearly points to open prescription drug online sales, access to Third-party logistics and individual pharmacies can apply for online licences and other important content. The industry is generally of the view that the state Food and Drug Administration for the first time outside the approval of the network of prescription drugs, and intends to support pharmaceutical manufacturers.

For the electric business, this is undoubtedly a huge positive news. According to the data, if the net sale prescription drug is open, the market expected to reach 1 trillion of prescription drugs will have 30% conversion line, market size or up to 300 billion.

To a certain extent, all of the 1th stores are now seen as paving the way for their future foray into prescription drug sales.

"Once the national policy is open, the system will continue to be marketed to prescription drugs, and we will do some design for the prescription drugs." Pengshugang told The Times reporter that in the fourth quarter of this year, shop 1th will begin to study the operation plan of the net sale prescription medicine.

According to reports, the first step of the 1th shop network sale prescription Drug Plan research is to analyze how the online chain Pharmacy and hospital, medical insurance docking, and then on this basis to draft 1th shop as a third-party platform for the corresponding docking program.

The influence of policy is obvious.

The active layout of the Alibaba under the brand of the day cat, the reporter in a written interview with The Times, the "policy has not yet landed, business inconvenience" for the refusal of the cat layout network to sell prescription drugs related details of the issue to comment.

In fact, waiting for the national Food and Drug Administration approved by the cat early in the existing OTC sales have accumulated a lot of experience. Relevant data show that the current entry of the day Cat Medical Museum has a large pharmacy trade qualification 140, sales of 120 or so, 2013 sales is 2 billion.

Cat officials believe that if the prescription drug sales policy open, the cat's other established advantage from the Alibaba system, "such as the acquisition of Citic 21st century, the advantages of drug code database, the future of the drug flow can be traced, etc., such as Alipay medical construction of the medical payment platform Aliyun provides technical operation and maintenance platform for system data of pharmaceutical industry, rookie logistics provides medical professional distribution and so on. ”

"If the policy does not fall, there is no value in what is done, and even if it lands, it will have to fine-tune the existing plan according to the policy." "Day cat an insider to the Times weekly reporter said.

During the interview, "Drug safety" is one of the most frequently mentioned words among all interviewees, including Pengshugang and Cat. The above day cat insiders stressed that the prescription drug is not simply to sell drugs, one is to ensure safety, the second is to be in the process of legal constraints, three is to have professional services.

And how to regulate the "drug safety" problem of the net Sale prescription medicine, is still the biggest problem that the electric trader faces.

"It is unlikely that the prescription drugs will be open." "Guangzhou 13 a hospital physician Hui (alias) to The Times weekly reporter said that the reason is not possible to open the domestic network system is not perfect, prescription drug networking system reliable security low, patient information authenticity and integrity is difficult to guarantee. "Online medical regulation is messy, prescription drugs are very tightly regulated in reality, and doctors must check the dosage and indications of prescriptions before dispensing. ”

There is no doubt that licensed pharmacists are an important safeguard in the safety and service sector. In the "Draft" has been mentioned in many places, the sale of prescription drugs should establish a licensed pharmacist online medicine service system, by the licensed pharmacist responsible for the prescription of the audit and supervision and deployment, to guide the rational use of drugs.

At this stage, the 1th shop's licensed pharmacists team structure is "two legs", one side is the 1th of the self-employed licensed pharmacists, the other is from the 1th stores in the chain of pharmacy licensed pharmacists.

According to Mao, 1th shop self-employed licensed pharmacists a total of 3, "we will be equipped with a certain number of licensed pharmacists, but will not form a very large team, but to integrate the chain of pharmacy licensed pharmacists team to provide consumers with more professional services." ”

According to Pengshugang, store No. 1th will not rule out the possibility of increasing the number of licensed pharmacists in the future, but he also said that it would be based on how the policy was implemented, the State administration of food Administration and the size of the prescription drug operation in shop No. 1th. "All the questions are clear, the first thing to consider is not the company's operating costs or sales scale, but security controls, which is the most basic." ”

By contrast, the cat's move to build a licensed pharmacist team is a lot quicker than shop number 1th. It is reported that the day Cat Medical Museum is recruiting a large number of licensed pharmacists in order to realize the days of the cat in the vertical strategy set this year. The official explanation of this is "supplementary professional talent, enhance professional operational ability, better meet consumer demand", and from the side, this is just for the public opinion on the analysis of the cat This provides evidence that Alibaba is no longer content with the platform role, to build sales platform to sell drugs.

Traditional Pharmacy seeking transformation

Although the public opinion in the "draft" after the release of the sale of prescription drugs to open up a positive attitude, but because of the government departments involved, the traditional pharmacies and the interests of the electronic business and delicate, so the electric business judgment more cautious.

In Pengshugang's view, the opening of prescription drugs is a step-by-step process, the real thing to do now is to use a systematic thinking to see how the problem should be solved. "This solution is not a business, it should be drug manufacturers, third-party drug companies and the Government of the executive branch of the joint study, the administration is not only the food and Drug Supervision Department, it also includes health sector, health care sector, there is a crucial subject is the hospital." The whole system must be the enterprise proposal, the Government determines the basic structure, finally can operate successfully. ”

"Once the ban on the sale of prescription drugs, due to the reduction of drug circulation, and the introduction of market competition, is expected to better benefit the people." "As to how much cheaper it is, it is now unpredictable," the official said. ”

Data show that, in 2013, although the size of the pharmaceutical dealers in the scale of 4.26 billion yuan, accounting for less than 0.7% of the total number of dealers, but compared to 2012, the overall size of the electrical and pharmaceutical medicine 1.66 billion yuan, and 2011 400 million yuan, 2013 average value-added more than 200%. The industry predicts that the total volume of drugs sold in 2014 will reach 6.8 billion yuan.

The trend is unstoppable, and the impact of traditional medicine and pharmacies will be another foregone conclusion, as the prescription drug-dealer battle darkens.

"The impact is inevitable, but the drug dealers and traditional pharmacies are not a life-and-death relationship." "Pengshugang said.

In fact, in the draft of soliciting opinions, it is mentioned that "single pharmacies can apply for online transactions", which means that the difficulty of applying for a certificate of traditional pharmacy will be greatly reduced after the policy has landed. Traditional pharmacies are also actively seeking a transformation in this trend.

It is reported that good pharmacists, health nets, Kang Love more, Hua Tuo Pharmacy, and so on, has already entered the line of vertical medicine and electrical business camp. Among them, good pharmacist electric business in 2013 has achieved 200 million yuan sales revenue, and the first half of this year's sales have exceeded 200 million yuan, year-on-year growth of more than 100%.