Following the two-vote system, pharmaceutical circulation enterprises ushered in another disaster!

As of now, at least 16 provinces, such as Hebei, Hubei, Heilongjiang, Qinghai, Jiangxi, Yunnan and Guangdong, have issued notices on the national drug collection network to promote the landing of the results.
from shanghai recently announced the third batch of national volume procurement of Shanghai regional distribution enterprises list, the Chinese medicine, medicine package in the Shanghai area market more than 96% of the drug distribution rights.
, the impact of collection is not only drug prices and production enterprises, for pharmaceutical wholesale enterprises will also bring a greater impact.
, the industry believes that the volume of procurement can be said to be after the two-vote system, pharmaceutical circulation enterprises ushered in another disaster.
with the normalization of collection and the promotion of local collection, the pharmaceutical circulation industry will continue to shuffle, there will be more small and medium-sized circulation enterprises out in the future.
It is understood that the traditional pharmaceutical commercial companies are mainly responsible for advance capital, development, distribution, sales of several major functions, and under the collection, involving varieties of medical insurance is basically 30%-40% of the advance payment, which will make the payment advance functional attributes are gradually weakened.
, the volume purchase stipulates that the hospital must use the drug purchased with the volume, and must complete the corresponding task indicators.
also means that commercial companies' drug development capabilities will also be weakened.
Industry pointed out that, because the profits of traditional commercial companies mainly come from the advance capital cost income, business model changes, pharmaceutical commercial companies may only be able to assume the distribution function, and this part of the profit is relatively weak, in many industry giants cross-border layout of the pharmaceutical circulation field background, traditional pharmaceutical circulation enterprises will face more intense competition.
According to preliminary estimates, the current four rounds of national volume procurement scale of 69.1 billion yuan, through the collection and collection of price reduction, the entire scale fell to 37 billion yuan, the procurement scale compressed by 46%, most of which will be squeezed out from the intermediate circulation link costs.
for small and medium-sized pharmaceutical commercial companies, the profits earned from the collection and distribution link alone are very small, can only undertake some non-collection varieties.
and with the normalization of collection, the range of collection varieties is also expanding, these small and medium-sized agents may be difficult to sit on more non-harvesting varieties, can only face the situation of constant elimination.
in the background of industry reshuffle, pharmaceutical circulation enterprises mergers and acquisitions cooperation action frequently.
recent years, there have been a number of major pharmaceutical commercial mergers, such as in July this year, china Pharmaceutical Holdings subsidiary for 1.86 billion yuan to buy a large pharmaceutical circulation enterprises into a large square round of all shares.
Earlier, in 2019, Shanghai Pharma acquired a controlling stake in Sichuan Guojia Pharmaceutical to extend the network layout and further consolidate the advantages of the country's commercial layout, while China Resources Pharmaceuticals completed the acquisition of shares in several municipal circulation companies in Sichuan, Jiangsu and other provinces.
, in contrast to the giants' constant laps, small and medium-sized pharmaceutical distribution companies are accelerating their withdrawals.
For example, in June this year, Tiansli announced that the Company and six partnerships, including Tianjin Shanxuan, Tianjin Zhixuan, Tianjin Ruisheng, Tianjin Ruirong, Tianjin Yanxiang and Tianjin Yanlong, intend to sell a 99.9448 percent stake in Tiansi Marketing to Chongqing Pharmaceuticals.
after the completion of this transaction, Tiansli will withdraw from the pharmaceutical circulation industry.
can see that the current pharmaceutical circulation giants are speeding up the layout, and small and medium-sized pharmaceutical circulation enterprises are either acquired or eliminated.
will be formed in the future, the concentration of the industry is expected to continue to improve.