Medicine or New deal to the appliance business "cake" increase

has been difficult to leave the "medical" and "medicine" this time or will be expected to use the Internet to gradually clarify relations.

Following the industry rumors of the national Food and Drug Administration to convene a coordination meeting, proposed to the recent online sales of prescription drugs officially ayu, recently, the State administration of food and drug related people have told the media, the current program is pending approval. And from the domestic second Internet drug sales of third-party pilot platform units 800 of the news is blunt: "The Internet Food and drug management measures enacted this May (draft)" After 5 months of consultation, is expected to be implemented in October, The new deal, including prescription drugs, can be sold online. "Once the prescription drug network is allowed to be purchased, it will mean that the huge income from hospital sales will be slowly withheld into the pharmaceutical B 2C industry, as seen in the drug B 2C Pharmacy, which is open," he said. Recently, Ma Yun also predicted: "The next person who can surpass me, must appear in the health industry." However, there are also some analyses that suggest that the parties should not overdo the influence of the marketing of drugs, because of the vital interests of doctors and hospitals involved in medical reform, the role of the prescription drug net selling to medicine separately, it remains to be seen whether the next supporting policies can deal with the problems of doctors and hospitals.

Prescription drug sales or reverse medicine separation

Regulators are currently studying the scope of open prescription drug sales, which, according to the industry, will be imaginative to the ayu when it is in the form of a negative list.

Sea King stars related to the head of the South have reporters said that the temperature and other special requirements of the drug is expected to appear in the negative list, but this part of the drug is relatively limited. It is expected that after the new deal, chronic diseases, common diseases of the prescription drug network sales will trigger a positive response in the industry.

"This will be a historic milestone for the pharmaceutical retail market," he said. According to a report released by the Southern Institute of Medicine and Economics, the pharmaceutical retail market reached a scale of 255.8 billion, and online open prescription drug sales meant the more than 200 billion market was open to the Internet. "The 800-party related director is to the south," said reporters.

The official said the milestone, that is, the ban on prescription drug sales. But the more than 200 billion-yuan market that it refers to is not yet included in many of the eyes of the business pharmacy, the more gold-filled hospital prescription drug market.

According to seven, Shizhenyang chairman of the 2013 unofficial data show that the mainland's drug sales of prescription drugs sold to the scale of the medical terminal is as high as more than 940 billion yuan, the prescription drug network to open up, it is expected that B 2C drug retail sales should be able to get 10%~30% share.

Obviously, this is an imaginative reform dividend. While in the consumer medicine retail industry benefits, the medical terminal of the drug sales, it is undoubtedly that the existing "cake" will face the inverted force-type segmentation.

Due to historical reasons, China's medical system, the long-term existence of "medicine (drug sales) to supplement the medical (medical institutions)" problem, as of the current non-essential drugs in public hospitals sales can still have 15% of legal bonus.

Data from the Blue Book of China Pharmaceutical Retail industry information release show that the 2013-year drug use of urban grade hospital, county level hospital, Urban primary hospital and Rural primary hospital has reached 629.1 billion yuan, 192.8 billion yuan, 61.6 billion yuan, 61.5 billion yuan, among them, The proportion of prescription drug used in the medical terminal is up to 94 0%, 93.7%, 85.6% and 87.6% respectively.

Electric business giants scramble to lay out "test drugs"

May 28 This year, the state Food and Drug Administration issued the "Internet Food and drug management measures (draft)", as a clear point to open prescription drugs online sales, access to Third-party logistics and individual pharmacies can also access to the online license and other important content, the industry is widely regarded as the first time the state Food and Drug Administration approved the net sales of prescription drugs, and intends to support pharmaceutical electrical business.

Because of this, after a number of preparations, following the Alibaba Yunfeng Fund to acquire the first domestic Internet drug sales Third-party pilot Platform 95095 parent company Citic 21st Century company, 800 party in July this year to obtain a second license, and subsequently launched in China O 2O Alliance strategy, High-profile layout of the Internet prescription drug sales market.

Alibaba is also in the positive layout, its electricity commodity brand Cat is now recruiting a large number of recruitment sites licensed pharmacists, there is news that the cat in the online pharmacy to sell prescription drugs Ayu to prepare, more analysis that this means that Alibaba is no longer content with the platform role, to build sales platform to sell drugs. And Alibaba to South all reporter's response, is intended to pass CITIC 21st century company's drug regulatory code system and Ali newly developed "Medical Code", let the regulatory authorities via Internet pilot medicine separate.

"We expect the future of prescription drug sales to be liberalized," he said. And with the comprehensive release of drug sales, drug and hospital relations will be separated, drug companies need to find their own network, including the retail channels. "said one of Alibaba's relevant principals.

Of course, has been in the rivalry with Ali Tencent also did not dare to "idle", the beginning of this year Tencent to 214 million U.S. dollar stake in Jingdong Mall, the latter is at this time participated in the National Development and Reform Commission of the drug separation pilot program, approved the pilot prescription drug sales. According to people close to Jingdong, the Beijing-East planning of the prescription drug sales process, the user in the hospital, clinics, according to the doctor's prescription, electronic medical records, directly through the Beijing-East line on the platform under a single, buy prescription drugs, and from the completion of the Beijing-East distribution.

In addition, shop 1th in Shanghai, with the support of the end of July this year also became the internet third-party platform drugs online retail pilot enterprises.

Drug companies will directly participate in the sale of drugs

According to the current drug circulation system, drugs from manufacturers to patients, often need to go through a number of circulation links to the simplest "two-vote" mode of circulation as an example, that is, allow the circulation process handled two times, if the basic drugs every 15% plus, that means 30% of the fare increase. But the realization of the Internet "direct", which means that these middle of the fare increase link, is expected to be greatly compressed. Based on this, industry companies believe that the electricity business channel is expected to be cheaper than the traditional channel 20% to 40%.

In addition, in the industry analysis, with the state of the application of drug B 2C qualification subject scope of expansion, single pharmacy once open, will be directly involved in pharmaceutical industry enterprises to open the door to drug sales, and industrial intervention, will inevitably affect the entire pharmaceutical industry and impact. Taking the Ling medicine industry as an example, it has announced its official foray into the field of electrical business in Beijing this August. Before this, the domestic has "Internet drug business License" online pharmacy operating qualification enterprises are mostly regional chain pharmacies.

However, senior research Fellow of the Rongfu in the interview with the south, said that if the electricity business channels to reduce prices, consumers can therefore really benefit from the supervision of the place, as we all know, the internet has been a "cheap not good goods" problem.

Difficulties & Doubtful Points

1. How to ensure the safety of prescription drug net sale?

"The message we have now is that prescription drug sales may be ayu in a negative way, but medicines are special products and how to ensure safety is a problem." "A senior expert in the pharmaceutical industry to the South reporters frankly, it is not optimistic about the online sales of prescription drugs pilot."

Guangdong Province Drug Retail Trade association Secretary-General Liu Guichun, interviewed by the south, said the association had previously publicly advised the relevant departments should gradually release the prescription drug network sales, can not be too hasty. In Liu Guichun's view, including the previous transmission will open a single pharmacy to apply for online pharmacy qualification, the big step to open the prescription drug network sales practices, will lead to regulatory risk.

2. Can the prescription be matched with the hospital?

The net sale prescription drug first involves the prescription and the prescription electronic problem. The computerization of prescriptions is not difficult, and prescription outreach involves doctors and hospital motivation, because it means losing most of your income. Because of this, China Pharmaceutical Enterprise Management Association an expert bluntly, the premise of net sale prescription medicine must deal with the problem of Doctor, hospital.

3. Can Medicare be reimbursed?

The question of whether Medicare can be reimbursed will also affect the effectiveness of prescription drug sales. The current industry generally look forward to the slow treatment of drug release, as an example, the consumer groups of such prescription drugs many retired workers, the demand for reimbursement is strong. Also based on this, dry Rongfu in the south are interviewed by reporters bluntly: "Online sales prescription drugs if not to achieve the same as the line under the medical Baoding point, you see how many people to buy?" ”。

4. How to standardize the third party logistics distribution?

Distribution problems, also is the prescription drug net sale release process will face the problem, according to the state Food and Drug Administration newly disclosed the news, the Bureau intends to encourage the third party platform and the on-line pharmacy unifies, through the third party logistics to do more specialized and the large-scale distribution, but as of now, the concrete rules still did not finalize.

Reporter Jianzhong