Prescription drug net sale ban hits retail end

Absrtact: 2015, may not be easy for the pharmaceutical distributors, around the base drug bidding turtle fast forward, medical medicine tender stagnation, delivery rate is not standard blacklist system implementation, net sale prescription drug ban More tragic is, the overall sales scale growth hidden

2015, may not be easy for pharmaceutical distributors, around the base drug bidding turtle fast forward, medical medicine tender stagnation, delivery rate of the blacklist system implementation, the sale of prescription drugs ban ... More tragically, the industry's overall sales growth has hidden moisture, the industry growth rate has been declining. These factors forced the industry to shuffle the acceleration: In the hospital terminal, those small and scattered distribution enterprises, in the future want to from the all-inclusive bowl to rob a meal is not easy; in retail terminals, the ban on the sale of prescription drugs online could shatter the jobs of physical retailers.

The pace of decline pushed the shuffle

The Ministry of Commerce issued the "drug circulation industry Blue Book" to the medical circulation industry shudder. 2013, the drug circulation industry total sales amounted to 1.3036 trillion yuan, an increase of 16.7%, the growth rate was down 1.8% over a year earlier. The growth of the pharmaceutical terminal Market is the main pushing force for the growth of the circulation industry, although the total sales of the drug circulation industry has increased, but the growth rate has slipped, which makes the competition of 16,000 distributors in the industry more intense.

In Sichuan branch Lun Xin Guang Pharmaceutical Co., Ltd. Marketing director first wavelet looks, the industry growth rate of decline most reflect the industry status quo. First, the wavelet interpretation said that the growth rate of decline, proved that the circulation industry is gradually shuffle, the industry began to group, fine, professional development. "In the process of shuffling, no own characteristics and profits only from the ticket fee of the circulation enterprises will gradually be eliminated." In other words, the development of the circulation industry will conform to the commercial 28 law, that is, 20% large circulation enterprises will control 80% of the market sales share, the circulation industry, chaos, miscellaneous phenomenon will gradually be improved. ”

The Ministry of Commerce's data confirms the first wavelet view, the circulation industry's "28 law" is being ruffled. The Ministry of Commerce research results show that the medical circulation has become the pharmaceutical industry in the fastest increasing concentration of the sub-industry. 2013, the main business income of more than 10 billion yuan in drug wholesale enterprises have 12, 5.01 trillion enterprises have 11, 105 billion yuan has 75. Among them, the top 100 wholesale enterprises accounted for 64.28% of the total market size of the same period.

Industry insiders also revealed that seemingly rising, such as the rainbow industry sales scale In fact, hidden moisture. "Sales of the total increase may be an illusion, such as the ex-factory price of a drug for 5 yuan, to agents that sell to 8 yuan, and then through the hands of two agents, and finally can be sold to 14 yuan." If one pill passes through 5 or more companies in circulation, sales will increase by several times. Therefore, the total sales of the industry does not represent the substance, instead, sales in these years should decline. ”

Strong and strong market pattern forming

At present, the competition pattern of drug circulation industry has basically formed. According to the strength of domestic pharmaceutical distributors, the first three in the industry should be the Chinese medicine, Shanghai Pharmaceutical and Kyushu Pass, followed by Guangzhou Medicine, Beijing Medicine, Nanjing Medicine. Analysis of the industry, the strong and strong situation will lead to faster differentiation of the industry, small and scattered circulation business or no rice cooking.

Chinese medicine is the first domestic sales of hundreds of billions of pharmaceutical distributors. As Sasac's enterprises, the Chinese medicine Holdings has a good government resources, is the majority of China's total distributor of imported drugs, mainly positioned to do high-end drug distributors, grab is the pharmaceutical field profits the largest cake. With the promotion of health reform policy, since 2009, the Chinese medicine has relied on good government resources, behind the powerful Chinese medicine group and the financing of the listing, the pace of the acquisition of the provincial distributors, and intensified cooperation with the major hospitals, "pharmacy trusteeship" business, the future leader of the status of the boss can not be

Following the Shanghai medicine, which is controlled by the company, it has formed a whole industry chain business, including research and development, manufacturing and distribution, which is still its business and is now speeding up the layout of the national network. Industry analysis, in the government resources, Shanghai medicine is not as good as the Chinese, its main market in the East China region, if you want to go to the country, and the same as the Chinese medicines, still need some time.

Compared with the above two peers, Kyushu Qualcomm's advantage is being sharpened, its original market positioning and the identity of its private enterprises, so that it into an embarrassing situation. Kyushu Tong mainly sell low-end drugs, take the grassroots medical institutions and private hospital channels. Industry personage Zhong Analysis, Kyushu Tong only knock Open the gate of Big hospital can enlarge, how to enter the high-end market, will become Kyushu pass the current problem that needs to be solved urgently.

However, the three giants are basically still in the "big but not strong" stage. The circulation industry originally relies on the model of the price difference and rebate survival, under the background of the new medical reform, the distributors have to explore a new profit model. Chinese medicine, Shanghai medical, etc. are trying the third party logistics, seeking hospital's pharmacy trusteeship, providing information service for the upstream pharmaceutical enterprises, carrying out OEM and other new models, especially the fast of the Chinese medicines.

According to the vision of the Chinese medicine holding, its future profit model will be mainly two: first, the upstream pharmaceutical companies to provide logistics services, the collection of logistics services costs, pharmaceutical companies will not need to build a logistics center; second, to help pharmaceutical companies sell drugs, completely replace the role of pharmaceutical representatives. According to the theory of medicine, the pharmaceutical companies are only responsible for the drug to be made, and the others to do. The shift will be expected in 10-15 years, according to people involved in the company.

Prescription drug net sale ban hits retail end

State Food and Drug Administration (CFDA) Officials Liu revealed that after the release of the draft "Internet Food and drug management measures", will be in the near future CFDA office will discuss, if approved, this approach will be issued in the form of departmental regulations. Industry insiders said that the "method" will allow some of the prescription drugs in the network sales, the future of pharmaceutical dealers and physical retailers to rob jobs.

The following data may summarize the current embarrassment at the retail end. 2014, China has more than 460,000 offline entity pharmacies, but the average daily passenger traffic of only 75 people, the national average daily traffic of about 30 million; in stark contrast, 207 online pharmacies daily traffic 60,000 people, daily average traffic in 120.016 billion. Customer unit price, offline entity shop customer price of 60-80 yuan, the average annual store sales of about 500,000 yuan, while the online pharmacy customer price of 150-280 yuan, average store sales in 50 million yuan. In terms of growth, offline real-store sales grew 11% in 2012, falling to 9.3% in 2013 and only 8% in the first half of 2014; In stark contrast, online pharmacies have a market share of 400 million yuan in 2011, Up to 2013 of 4.26 billion, 2014 is expected to exceed 12 billion, an annual growth of more than 150%.

Sales, the current network of the best online pharmacies, only mobile phone one-month sales can be more than 4 million, mobile phone more than 1 million of online pharmacies more than 10. Area of coverage, online pharmacies are finished under the explosion line entity shop, although the online pharmacy single store investment is very large, but the coverage area with the extension of the expansion can cover a number of provinces and cities, and even the whole country, while the physical pharmacies cover a maximum of not more than 5 kilometers, The actual coverage is not more than 1.5 kilometers, some chain pharmacies to cover a province of more than 1000 stores.

Investment income, to Kang love more as an example, the start-up capital of 12 million, more than 400 employees, stores 5, after 3 years of rapid growth, 3 years of sales have been over billion, 5 year sales have exceeded 1 billion, the development speed far beyond the traditional store mode.

The above data is only a summary of the sales of OTC products. Industry insiders expect, with the release of the prescription drug network sales, medical and electronic business will usher in a broader market blue ocean. In the logistics distribution, medical practitioners and other supporting systems mature, the entity retail end will not be finished pharmaceutical electrical business.