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The outbreak has improved, drug sales will slowly recover
days ago, Henan Province announced the first quarter of the drug online tradingnotice shows that the first quarter of Henan Province drug order amount, distribution amount, the amount of storage and the number of varieties purchased have declined to varying degrees, mainly due to the impact of the new coronavirus outbreak, the amount of drug orders was RMB11.156 billion, down 23.1% year-on-year and 27.37% month-on-month, while the distribution amount was RMB10.017 billion, down 17.61 percent year-on-year and down 25.92 percent month-on-monthdeposit amount ed$9,537 million, down 14.07 percent year-on-year and down 26.11 percent month-on-month, while only the number of purchased varieties showed a slight positive growth, down 5.5 percent year-on-year and 0.21 percent month-on-monthin addition to a sharp decline in transaction amounts, there are no hospitals in the first quarter of the pharmaceutical procurement platform procurement platformAccording to statistics, a total of 86 medical institutions have not carried out online procurement through the provincial pharmaceutical procurement platformat the same time, some medical institutions did not timely handle the online deposit, the deposit rate is lowFor example, 143 medical institutions such as Lancau County Central Hospital have not been admitted online, and 197 medical institutions such as the Second People's Hospital in Xinxiang City have a deposit rate of less than 50%availability and delivery rates were also affectedAccording to the announcement, Zhuhai Ansheng Phoenix Pharmaceutical Co., Ltdand a total of 77 production enterprises supply rate of less than 50%, Yongcheng Pharmaceutical Corporation and other 69 operating enterprises distribution rate of less than 50%during the outbreak, in addition to emergency departments and some important departments, other medical staff have been urgently dispatched to fever clinics and first-line anti-epidemic areas, so the overall medical services of the supply of medical institutions significantly reduced; As a result, the overall flow of people, the number of consultations and treatment activities and the number of prescriptions in hospitals have all decreased significantlyas a result,drug sales have also fallen, which is directly reflected in the data released by Henan ProvinceSun Yuewu, chief consultant of Beijing Baocheng Puji Consulting Co., Ltdin beijing, , said: "This form is a very real reflection of the hospital's drug use before and after the outbreak, not just Henan, should be the whole country will show such a situation." "
he further explained that, in general, the more severe the outbreak, the more obvious the decline Although the first quarter is January, February, March, if you look at the details, January's impact should not be particularly large, the biggest impact from February and March This can be seen from the number of varieties purchased - the number did not decline significantly, or even slightly increased, is because the early Part of January affected by the impact of the outbreak, so medical institutions will be in accordance with the normal drug use situation to put forward procurement needs the most direct impact of the outbreak on hospitals and pharmaceutical companies comes from outpatient volumes IQVIA data show that, in addition to Hubei, the worst period of the national epidemic, due to the risk of infection, both in-patient and outpatient patients have dropped significantly, the number of patients fell to 32% and 19% of the daily it is understood that from different departments, emergency, infection, respiratory departments of these departments related to the outbreak of patients decreased by less than other departments; patients have depressed demand for treatment, and the number of outpatient scurrbys has led to a decline in prescriptions and drug sales especially the minor disease department, in general, there is not much problem, patients do not go to the hospital, their own home has standing medicine, or go to retail pharmacies, online purchase of medicine, many channels, not necessarily doctor diagnosis, so non-critical department, drug sales decline is more obvious, Sun Yuewu, "conventional treatment drugs, slow disease supplies and procedure-related equipment, will decline significantly." "
he learned that: now the number of outpatients is gradually recovering, in April, compared with the same period has recovered to 60%, to the second half of the year, if the outbreak did not recur, the hospital's outpatient volume is expected to return to normal levels, even higher than usual this can be seen in the drug company's product shipments: the first quarter of sales by the outbreak of greater impact, the second quarter, many enterprises began to rebound in shipments, there are optimistic estimates that the first half of the year, shipments will be the same as last year If this level is really reached, it means that by June, the impact of the outbreak on businesses has been gradually reduced as a rigid industry, the impact of the new crown outbreak on pharmaceutical companies ice and fire two days On the one hand, the outbreak has prompted a surge in demand for related drugs, the expansion of production capacity of related pharmaceutical companies to accelerate research and development, the capital market has been red several times , for example, the new coronary pneumonia treatment program has involved 14 specific drugs, involving dozens of manufacturers Demand for these manufacturers has soared, and overtime has been active in expanding production According to media reports, since the outbreak was announced on January 20 to February 7, sales of Lianhua Qing-related products in drugstores and online platforms under the Dingdang Fast Medicine Line increased by 380% year-on-year, while data from JD.com Pharmacy show that between January 20th and January 27th, panblue root, vitamin C foam tablets, cold granules, acetaminophen, small woody grains and other cold fever series sales increased 5.5 times over the same period last year and more pharmaceutical companies, the problem is that research and development, clinical, sales stages are affected In particular, drug field promotion activities have been delayed or switched online due to the outbreak, and drugs unrelated to the outbreak have had an impact on sales due to restrictions on offline sales In addition to chronic drugs and some acute drugs, the number of drugs not related to the outbreak but not urgently needed by patients at the hospital end of the year will be a significant decline as the epidemic gradually improves, the relevant pharmaceutical companies also need to seize new opportunities In part, many patients are actually "suppressed" rather than "reduced" treatment needs because of the fear of cross-infection during the outbreak - they have neither been to the hospital nor to the pharmacy to buy their own medicines As the outbreak ends, outpatient suplouts rise, treatment needs are gradually released, and there will be a rapid rebound in prescription volumes in the future Sun Yuewu believes: When pharmaceutical companies have a long time enterprises did not visit the hospital, some products may usher in a reshuffle process This is an opportunity for a prepared business after a few months, the doctor's impression of the product is indifferent, because the contact of pharmaceutical representatives, pharmaceutical companies organized activities less By the time the outbreak improves and you can open up a visit, who comes to the doctor first to introduce his product and product portfolio, the doctor may recover who's product sits faster for patient care After all, now that clinics are rebounding quickly and treatment needs will become more urgent, pharmaceutical companies can quickly seize the market (original title: Sales of a batch of drugs fell)