Can the medical resources sink and leverage the 200 billion basic medical market?

[pharmaceutical network market analysis] on August 13, the national health and Health Commission issued the notice on printing and distributing the list of pilot cities for the construction of urban medical consortia, which identified 118 pilot cities for the construction of urban medical consortia The purpose is to make use of the advantages of three-level public hospital resource concentration, and to play a technical radiation and driving role on the grass-roots level through technical assistance, personnel training and other means At the same time, the unified management mode in the medical association is encouraged Under the premise of maintaining the same administrative subordination and financial input channels, the medical institutions in the Medical Association plan personnel allocation, salary distribution, resource sharing, etc., so as to form a channel and mechanism through which medical resources run up and down It is understood that at present, the public hospital has 80% of the drug market, so it is the only place for drug companies to compete With the development of medical consortia, the structure of drug market is expected to be reshaped, and the primary hospital market will get opportunities, which need more attention from pharmaceutical enterprises At the same time, the current public hospitals ushered in a lot of reform policies and systems, as well as the drugstore medical insurance fixed-point filing system, family contract services, hierarchical diagnosis and treatment, social run medicine and so on, all of which brought benefits for the pharmaceutical enterprises to open up a huge grass-roots medical market In addition, for the varieties that are not selected in the volume procurement, pharmaceutical companies can also actively develop retail chain drugstores, grassroots terminal markets, and promote market expansion Data shows that since 2011, driven by a series of policies such as "strong grassroots", the public grassroots medical terminal drug market has continued to climb By 2018, the drug sales of public hospitals in China reached 1.16 trillion yuan, accounting for 67.4%, but the proportion continued to decline; the drug sales of retail pharmacies and primary medical institutions were 391.9 billion yuan and 167.1 billion yuan, accounting for 22.9% and 9.7% respectively, accounting for an increase The sales scale of primary drug market is expected to further expand According to the notice issued this time, according to the channels and mechanisms through which medical resources run up and down, it can be predicted that the drug terminal structure will change, that is, the drugs used in grade hospitals will be gradually "shunted" to primary medical institutions and retail chain drugstores In the past, the situation of "base drug catalog makes no drug available at the grassroots level" will change In 2018, the number of base drug catalog varieties will increase from 520 to 685, with an increase of more than 30%, and the characteristics of these varieties are clinical value Especially in the chemical and biological medicine, including monoclonal antibodies, preparations, insulin analogues and newly approved drugs, some varieties have been included, which has enhanced the drug supply guarantee ability of primary medical institutions At present, domestic and foreign pharmaceutical enterprises have increased investment in the grass-roots market Among them, Bayer, Pfizer, Sanofi, Novo Nordisk, AstraZeneca and other foreign funded pharmaceutical enterprises aim at the basic medical market in the city Sanofi, for example, has long focused on the grassroots At present, Sanofi's primary medical department has covered more than 1600 counties in China It is reported that Sanofi will continue to promote the layout of the primary market in China, with the purpose of ensuring the stability of its market share while transiting to the specialized nursing product portfolio However, domestic pharmaceutical enterprises such as Kelun pharmaceutical, Wuzhou pharmaceutical, Zhenbaodao pharmaceutical and Chenxin pharmaceutical also have a long-standing layout in the township and grass-roots pharmaceutical market, which accounts for a large proportion Among them, Kelun pharmaceutical's market share reaches 44%, and the grass-roots market share is expected to reach 60% ~ 70%; Kelun pharmaceutical's innovative marketing mode has established a sales network covering the whole terminal, covering more than 5000 secondary medical institutions and more than 30000 grass-roots medical institutions, etc.