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    Home > Medical News > Latest Medical News > The "dual channel" of centralized procurement and national talks promotes changes in the pharmaceutical industry

    The "dual channel" of centralized procurement and national talks promotes changes in the pharmaceutical industry

    • Last Update: 2021-07-30
    • Source: Internet
    • Author: User
    Search more information of high quality chemicals, good prices and reliable suppliers, visit www.echemi.com
    Medical News, July 28, 2020 is a big year for the pharmaceutical industry
    .
    The sudden new crown epidemic has brought unprecedented attention to the pharmaceutical industry, further highlighting its important strategic position in the national economy
    .
    2021 is the first year of the "14th Five-Year Plan".
    With the continuous deepening of the medical reform, mass purchases and medical insurance catalog adjustments have become normalized, and a series of new policies such as medical insurance payment and "Internet %20" medical care have been introduced and promoted.
    , The effect of "making space, adjusting structure, and ensuring connection" gradually appeared, and profoundly affected the pharmaceutical industry
    .
    At the same time, whether it is the changing political and economic situation or the sudden risk of natural disasters, everyone's work and life are facing great uncertainty
    .
     
    In this context, it is even more difficult to hold the 2021 Misi Conference (China Medical and Health Industry Symbiosis Conference) on July 21-25 in the beautiful spring city of Kunming as scheduled
    .
    With the theme of "Looking for Certainty-New Ecology, New Order, and New Future", this conference gathered industry strength and wisdom, and discussed in-depth industry development status and future with experts and scholars, mainstream industrial enterprises, top 100 chain industry elites and many other industry elites.
    , Looking for certainty, facing the new ecology, building a new order, and building a new future together
    .

     
    The chairman of this conference was Zhang Buyong, President of Punctuation and General Manager/Principal Investigator of Meinenet, and the keynote speech session was chaired by Wang Ao, Secretary General of China Non-Prescription Drug Association
    .
     
    Top 100 industries and chains gather in Spring City to "ignite" the 2021 Mi Thinking Conference
     
    Ju Jian, Director of Drug Safety ofYunnan Provincial Market Supervision Administration , member of the Party Leadership Group and Deputy Director of the Provincial Drug Administration, attended the meeting and delivered speeches
    .
    She said the Yunnan provincial government attaches great importance to biological Yunnan pharmaceutical development, "Thirteen Five" period, Yunnan Province, bio-pharmaceutical industry scale expanding steadily, innovation-driven pattern gradually formed
    .
    Among them, the vaccine industry has become a new growth point of the Yunnan biomedical industry, accounting for 15.
    6% of the revenue of the pharmaceutical manufacturing industry above designated size; the development system of the whole industry chain of Chinese medicine and ethnic medicine has gradually formed, mainly Chinese patent medicines, Chinese medicine decoction pieces, etc.
    The Chinese medicinal material processing industry accounts for more than 70% of the revenue of the pharmaceutical manufacturing industry above designated size; the large-scale development of the pharmaceutical circulation field is gradually taking shape, and companies such as Yixintang and Jianzhijia are listed, and the ability to drive the development of the industry with the help of the capital market is further enhanced
    .
    In the future, Yunnan Province will vigorously develop a large health industry in the entire industrial chain, from modern Chinese medicine, vaccines, and stem cell applications to medical research, diagnosis and treatment, health care and leisure
    .
     
      In addition, Zuo Min, executive director and president of Shanghai Pharmaceuticals Group Co.
    , Ltd.
    , and Ruan Hongxian, chairman of Yixintang Pharmaceutical Group Co.
    , Ltd.
    , spoke as representatives of the top 100 Chinese pharmaceutical industry and top 100 chain drugstore entrepreneurs
    .
    Zuo Min said that China is moving steadily from a major pharmaceutical country to a powerful pharmaceutical country.
    Various factors such as centralized drug procurement, medical insurance negotiations, new drug research and development, and the digital age have profoundly affected the development and future pattern of the pharmaceutical industry.
    Facing this unprecedented situation Only by actively responding to the changes in the past, can companies move forward courageously towards their goals
    .
    Ruan Hongxian said that change leads to continuity, and generality leads to smoothness.
    There is only one end to adherence to conventions—abandoned by the times, change is not a total denial, but an upgrade and sublimation
    .
    Pharmacies should step out of the "comfort zone", actively join the great strategy of "Healthy China", and give full play to the role of "healthy gatekeeper"
    .
     
       "Make space, adjust structure, and ensure convergence", policy and supervision are linked together
     
      In recent years, the reform of medical insurance has been continuously explored and improved to promote the refined management of hospitals , which has a profound impact on the development of the industry
    .
    Wan Quan, deputy director of the Research Office of the Health Development Research Center of the National Health Commission, gave an in-depth interpretation of the impact of the medical insurance reform on the hospital's cost structure and economic operation
    .
    He said that in recent years, DGRs, DIP and other medical insurance payment methods have been reformed, which has had a great impact on the economic operation of hospitals.
    The original intention of the reform is to control fees, but the purpose is to reform the cost structure and achieve a free cage
    .
    On the positive side, the hospital has promoted the strengthening of refined operation management and cost control, and changes in the diagnosis and treatment behavior of medical staff have been conducive to shortening hospital stays and rational drug use
    .
    From the perspective of volume procurement, the first impact on the economic operation of hospitals is the impact of drug prices, and the price of centralized procurement products is reduced by more than 50%; the second is the impact on medical behavior and hospital management, but it may have a negative impact on the outflow of prescriptions.
    When the price is cheaper, patients go to the hospital for medical treatment; in addition, it is conducive to optimizing the income structure, making room for the increase of medical service income, and also conducive to the improvement of the salary level of medical staff, but because of the reduction of the payment cycle, it may increase the cash flow of the hospital Stress
    .
     
      Wan Quan mentioned that the impact of medical insurance reform on economic operations requires long-term observation.
    From the current point of view, the above-mentioned impacts are not obvious
    .
    On the other hand, volume purchases are behaviors that occur at the hospital terminal, and are not “insignificant” for retail pharmacies .
    With the price linkage of drugs included in centralized procurement, sales in the retail market will also have an impact, although the circulation of prescriptions will lead to drug stores.
    Opportunities come, but long-term observation is needed
    .

     
      At present, the national centralized procurement has carried out five batches and six rounds, and cheap generic drugs are accelerating the replacement of high-priced original research drugs.
    The pharmaceutical market structure is gradually restructured, and domestic pharmaceutical companies are facing opportunities and challenges
    .
    The impact of volume purchases on enterprises, the winning and non-winning enterprises are already aware of the cold and warm
    .
    This time, Liang Hong, a professor and doctoral tutor from the School of Social Development and Public Policy of Fudan University, analyzed the strategic positioning and orientation of volume procurement from the perspective of public policy, so as to avoid everyone being confused by the current market appearance and stressful response.
    Understand the impact of volume purchase on the enterprise
    .
    He pointed out that the current results of price cuts conceal a "strange circle": corporate profits decrease with lower drug prices, pharmaceutical companies may suspend production of lower-priced drugs, or "remake" drugs to jump out of the scope of price reductions, and finally either withdraw from the market or use "fake new drugs.
    " This is obviously not the original intention of centralized procurement
    .
    There is no excessive speculation and monopoly of medical institutions in medicine, so the price of medicine is not “inflated” but “really high”.
    The essential reason is that the supply side occupies a dominant position in the diversified supply and demand structure of the pharmaceutical market, and enterprises need to go through multiple transactions.
    Digest the gray cost of drug sales
    .
    The volume purchase is carried out by respecting market rules for supply-side reforms, and through “quoting volume” to clarify expectations, reduce enterprise costs, and solve the problem of drug price reduction
    .
    Finding the lowest price is a misunderstanding of everyone's purchasing with quantity.
    In fact, the main point of purchasing with quantity is to "change price by quantity and find cost-effectiveness", while preventing monopoly, malicious competition and preventing bad money from driving out good money
    .
     
      Liang Hong said that with the normalization and institutionalization of centralized procurement, it has become China's long-term strategy.
    All drugs are facing centralized procurement.
    In addition to uniformly evaluated drugs, non-uniformly evaluated drugs cannot be excluded
    .
    Volume procurement will promote the scale expansion of enterprises, accelerate the development and listing of innovative drugs, market segmentation to create competitive products, and strengthen the service-centric relationship; the marketing model will be converted to a quality model, and the volume procurement will be completed on the premise of quality Logic; finally realize market pricing and realize the core strategic goal-the construction of quality ecology
    .

     
      In May of this year, the “Dual Channel” New Policy for National Talks on Drugs was formally introduced.
    This is the first time that designated retail pharmacies have been included in the coverage of medical insurance drug supply at the national level, and a unified payment policy with medical institutions has been implemented
    .
    A few days ago, Jiangsu introduced the implementation opinions of the “dual channel” management mechanism for the National Drug Administration, which clearly established and improved the exit mechanism for designated retail pharmacies of the National Drug Administration, with moderate competition, in and out, and dynamic adjustments
    .
    Xu Wei, a professor and doctoral tutor of China Pharmaceutical University, pointed out in a remote video speech that the “dual channel” of national talks has opened up pharmacy channels, giving full play to the advantages of wide distribution of pharmacies, high marketization, and flexible services to ensure patient medication.
    The availability and accessibility of the patient’s health care system can reduce the economic pressure on patients
    .
     
      Xu Wei believes that, after the implementation of the "dual channel" new policy, Xu Wei believes that after the implementation of the "dual channel" new policy, he will be cautiously optimistic to see the gradual separation of medicine and medicine.
    From the medical insurance side, the number of retail pharmacies equipped with negotiated medicines is higher than that In terms of the number of medical institutions, retail pharmacies have more advantages.
    In the future, they will be equipped with more and more medicines; second, more and more DTP pharmacies will seize market share, and the proportion of the market share of the entire retail pharmacy will also be It is getting bigger and bigger.
    Third, this bigger and bigger market share will only be shared by the more excellent and qualified pharmacies
    .
     
      Pharmaceutical e-commerce is making great strides! The new era of online and offline competition and cooperation is coming
     
      In Lin Jianning's view, the global epidemic is still spreading, but the economy has begun to recover, and pharmaceutical manufacturing revenue has rebounded strongly
    .
    From January to May of 2021, the operating income of China's pharmaceutical manufacturing industry is 1116.
    23 billion yuan, a year-on-year increase of 27.
    6%, maintaining a strong growth; the total profit is 224.
    48 billion yuan, a year-on-year increase of 81.
    7%; overseas epidemics have boosted pharmaceutical exports, and China’s exports in the first half of 2021 Over 500 million doses of the new crown vaccine and original solution; the investment and financing market is still hot, innovative drugs are "sought after", and the capital's enthusiasm for investing in innovative drugs is unabated.
    Encourage innovation, the probability of the bubble bursting is not high
    .

     
      With the gradual recovery of the total number of clinicians, the hospital terminal drug market rebounded sharply in the first quarter of 2021, and the proportion of anti-tumor drugs and immunomodulators increased year by year; the retail terminal drug market grew slowly, pharmaceutical e-commerce continued to advance, and online prescription drugs maintained rapid growth From January to May 2021, the sales of prescription drugs from 200 pharmacies sampled on Tmall JD.
    com reached 5.
    66 billion yuan, a year-on-year increase of 274.
    8%
    .
     
      He put forward 4 thoughts on the changes in the pharmaceutical retail industry-
     
      1.
    The excessive number of pharmacies exacerbates polarization
    .
    Driven by factors such as the new crown epidemic, the fall in rent costs, the restriction of pharmacy distances and the cancellation of pharmacy area restrictions, companies have continued to open stores, and the number of retail pharmacies has continued to increase, and there is a trend of acceleration
    .
    The chain rate has increased, but the rate of increase is slow
    .
    Different pharmacies are highly polarized.
    The larger the scale, the better the efficiency.
    The revenue growth of the four major listed chains is much higher than the overall level, and the gross profit margin remains at a relatively high level
    .
    As the number of pharmacies continues to grow, the polarization is becoming more apparent
    .
     
      2.
    The head power continues to integrate and expand
    .
    Listed chain pharmacies are expanding rapidly.
    “Eat big” mergers and acquisitions have continued.
    The integration continues.
    Capital power is eyeing and mergers and acquisitions are diversified.
    However, the valuation has returned to rationality year by year, and the concentration of retail pharmacies has broad room for improvement
    .

     
      3.
    The impact of the price cut of the medical insurance reform may increase
    .
    Five batches of national sourcing cover 218 varieties, and the average price reduction is between 50%-60%; national centralized sourcing is normalized and institutionalized, local centralized sourcing rules continue to innovate, pharmacies follow up and centralized sourcing becomes a necessary option, and the price is affected.
    The impact of procurement will increase; the national medical insurance catalogue will be adjusted in a normal way, and the negotiation of drugs will be promoted.
    The opening of the "dual channel" will benefit the development of retail pharmacies, or open up new growth space
    .

     
      4.
    The new era of online and offline competitions has arrived
    .
    The epidemic has changed the public’s drug purchase habits, accelerated the growth of pharmaceutical e-commerce, accelerated the growth of online prescription drug sales, and superimposed policy encouragement, pharmaceutical e-commerce ushered in new benefits, offline physical pharmacies are difficult to shake off the impact, it is better to actively embrace the Internet and use offline Advantages, develop online business, and realize online and offline competition and symbiosis
    .

     
      In 2021, the wind and clouds will change and the waves will wash the sand
    .
    Under the guidance of policies, the reshuffle of the pharmaceutical industry has been accelerating.
    If companies want to ride the wind and waves, only by continuous innovation can they seize market opportunities and stand out in this race of survival of the fittest
    .
    From July 23 to 24, MISI will hold a number of sub-forums to conduct in-depth discussions and interpretations in various fields such as Chinese medicine innovation, medical Internet development, and out-of-hospital marketing models.
    Guests are welcome to come to the hearing.
    Mi Nei.
    com WeChat Follow-up reports will also be carried out
    .
      Medical News, July 28, 2020 is a big year for the pharmaceutical industry
    .
    The sudden new crown epidemic has brought unprecedented attention to the pharmaceutical industry, further highlighting its important strategic position in the national economy
    .
    2021 is the first year of the "14th Five-Year Plan".
    With the continuous deepening of the medical reform, mass purchases and medical insurance catalog adjustments have become normalized, and a series of new policies such as medical insurance payment and "Internet %20" medical care have been introduced and promoted.
    , The effect of "making space, adjusting structure, and ensuring connection" gradually appeared, and profoundly affected the pharmaceutical industry
    .
    At the same time, whether it is the changing political and economic situation or the sudden risk of natural disasters, everyone's work and life are facing great uncertainty
    .
     
      In this context, it is even more difficult to hold the 2021 Misi Conference (China Medical and Health Industry Symbiosis Conference) on July 21-25 in the beautiful spring city of Kunming as scheduled
    .
    With the theme of "Looking for Certainty-New Ecology, New Order, and New Future", this conference gathered industry strength and wisdom, and discussed in-depth industry development status and future with experts and scholars, mainstream industrial enterprises, top 100 chain industry elites and many other industry elites.
    , Looking for certainty, facing the new ecology, building a new order, and building a new future together
    .

     
      The chairman of this conference was Zhang Buyong, President of Punctuation and General Manager/Principal Investigator of Meinenet, and the keynote speech session was chaired by Wang Ao, Secretary General of China Non-Prescription Drug Association
    .
     
      Top 100 industries and chains gather in Spring City to "ignite" the 2021 Mi Thinking Conference
     
    Ju Jian, Director of Drug Safety of   Yunnan Provincial Market Supervision Administration , member of the Party Leadership Group and Deputy Director of the Provincial Drug Administration, attended the meeting and delivered speeches
    .
    She said the Yunnan provincial government attaches great importance to biological Yunnan pharmaceutical development, "Thirteen Five" period, Yunnan Province, bio-pharmaceutical industry scale expanding steadily, innovation-driven pattern gradually formed
    .
    Among them, the vaccine industry has become a new growth point of the Yunnan biomedical industry, accounting for 15.
    6% of the revenue of the pharmaceutical manufacturing industry above designated size; the development system of the whole industry chain of Chinese medicine and ethnic medicine has gradually formed, mainly Chinese patent medicines, Chinese medicine decoction pieces, etc.
    The Chinese medicinal material processing industry accounts for more than 70% of the revenue of the pharmaceutical manufacturing industry above designated size; the large-scale development of the pharmaceutical circulation field is gradually taking shape, and companies such as Yixintang and Jianzhijia are listed, and the ability to drive the development of the industry with the help of the capital market is further enhanced
    .
    In the future, Yunnan Province will vigorously develop a large health industry in the entire industrial chain, from modern Chinese medicine, vaccines, and stem cell applications to medical research, diagnosis and treatment, health care and leisure
    .
     
      In addition, Zuo Min, executive director and president of Shanghai Pharmaceuticals Group Co.
    , Ltd.
    , and Ruan Hongxian, chairman of Yixintang Pharmaceutical Group Co.
    , Ltd.
    , spoke as representatives of the top 100 Chinese pharmaceutical industry and top 100 chain drugstore entrepreneurs
    .
    Zuo Min said that China is moving steadily from a major pharmaceutical country to a powerful pharmaceutical country.
    Various factors such as centralized drug procurement, medical insurance negotiations, new drug research and development, and the digital age have profoundly affected the development and future pattern of the pharmaceutical industry.
    Facing this unprecedented situation Only by actively responding to the changes in the past, can companies move forward courageously towards their goals
    .
    Ruan Hongxian said that change leads to continuity, and generality leads to smoothness.
    There is only one end to adherence to conventions—abandoned by the times, change is not a total denial, but an upgrade and sublimation
    .
    Pharmacies should step out of the "comfort zone", actively join the great strategy of "Healthy China", and give full play to the role of "healthy gatekeeper"
    .
     
       "Make space, adjust structure, and ensure convergence", policy and supervision are linked together
     
      In recent years, the reform of medical insurance has been continuously explored and improved to promote the refined management of hospitals , which has a profound impact on the development of the industry
    .
    Wan Quan, deputy director of the Research Office of the Health Development Research Center of the National Health Commission, gave an in-depth interpretation of the impact of the medical insurance reform on the hospital's cost structure and economic operation
    .
    He said that in recent years, DGRs, DIP and other medical insurance payment methods have been reformed, which has had a great impact on the economic operation of hospitals.
    The original intention of the reform is to control fees, but the purpose is to reform the cost structure and achieve a free cage
    .
    On the positive side, the hospital has promoted the strengthening of refined operation management and cost control, and changes in the diagnosis and treatment behavior of medical staff have been conducive to shortening hospital stays and rational drug use
    .
    From the perspective of volume procurement, the first impact on the economic operation of hospitals is the impact of drug prices, and the price of centralized procurement products is reduced by more than 50%; the second is the impact on medical behavior and hospital management, but it may have a negative impact on the outflow of prescriptions.
    When the price is cheaper, patients go to the hospital for medical treatment; in addition, it is conducive to optimizing the income structure, making room for the increase of medical service income, and also conducive to the improvement of the salary level of medical staff, but because of the reduction of the payment cycle, it may increase the cash flow of the hospital Stress
    .
     
      Wan Quan mentioned that the impact of medical insurance reform on economic operations requires long-term observation.
    From the current point of view, the above-mentioned impacts are not obvious
    .
    On the other hand, volume purchases are behaviors that occur at the hospital terminal, and are not “insignificant” for retail pharmacies .
    With the price linkage of drugs included in centralized procurement, sales in the retail market will also have an impact, although the circulation of prescriptions will lead to drug stores.
    Opportunities come, but long-term observation is needed
    .

     
      At present, the national centralized procurement has carried out five batches and six rounds, and cheap generic drugs are accelerating the replacement of high-priced original research drugs.
    The pharmaceutical market structure is gradually restructured, and domestic pharmaceutical companies are facing opportunities and challenges
    .
    The impact of volume purchases on enterprises, the winning and non-winning enterprises are already aware of the cold and warm
    .
    This time, Liang Hong, a professor and doctoral tutor from the School of Social Development and Public Policy of Fudan University, analyzed the strategic positioning and orientation of volume procurement from the perspective of public policy, so as to avoid everyone being confused by the current market appearance and stressful response.
    Understand the impact of volume purchase on the enterprise
    .
    He pointed out that the current results of price cuts conceal a "strange circle": corporate profits decrease with lower drug prices, pharmaceutical companies may suspend production of lower-priced drugs, or "remake" drugs to jump out of the scope of price reductions, and finally either withdraw from the market or use "fake new drugs.
    " This is obviously not the original intention of centralized procurement
    .
    There is no excessive speculation and monopoly of medical institutions in medicine, so the price of medicine is not “inflated” but “really high”.
    The essential reason is that the supply side occupies a dominant position in the diversified supply and demand structure of the pharmaceutical market, and enterprises need to go through multiple transactions.
    Digest the gray cost of drug sales
    .
    The volume purchase is carried out by respecting market rules for supply-side reforms, and through “quoting volume” to clarify expectations, reduce enterprise costs, and solve the problem of drug price reduction
    .
    Finding the lowest price is a misunderstanding of everyone's purchasing with quantity.
    In fact, the main point of purchasing with quantity is to "change price by quantity and find cost-effectiveness", while preventing monopoly, malicious competition and preventing bad money from driving out good money
    .
     
      Liang Hong said that with the normalization and institutionalization of centralized procurement, it has become China's long-term strategy.
    All drugs are facing centralized procurement.
    In addition to uniformly evaluated drugs, non-uniformly evaluated drugs cannot be excluded
    .
    Volume procurement will promote the scale expansion of enterprises, accelerate the development and listing of innovative drugs, market segmentation to create competitive products, and strengthen the service-centric relationship; the marketing model will be converted to a quality model, and the volume procurement will be completed on the premise of quality Logic; finally realize market pricing and realize the core strategic goal-the construction of quality ecology
    .

     
      In May of this year, the “Dual Channel” New Policy for National Talks on Drugs was formally introduced.
    This is the first time that designated retail pharmacies have been included in the coverage of medical insurance drug supply at the national level, and a unified payment policy with medical institutions has been implemented
    .
    A few days ago, Jiangsu introduced the implementation opinions of the “dual channel” management mechanism for the National Drug Administration, which clearly established and improved the exit mechanism for designated retail pharmacies of the National Drug Administration, with moderate competition, in and out, and dynamic adjustments
    .
    Xu Wei, a professor and doctoral tutor of China Pharmaceutical University, pointed out in a remote video speech that the “dual channel” of national talks has opened up pharmacy channels, giving full play to the advantages of wide distribution of pharmacies, high marketization, and flexible services to ensure patient medication.
    The availability and accessibility of the patient’s health care system can reduce the economic pressure on patients
    .
     
      Xu Wei believes that, after the implementation of the "dual channel" new policy, Xu Wei believes that after the implementation of the "dual channel" new policy, he will be cautiously optimistic to see the gradual separation of medicine and medicine.
    From the medical insurance side, the number of retail pharmacies equipped with negotiated medicines is higher than that In terms of the number of medical institutions, retail pharmacies have more advantages.
    In the future, they will be equipped with more and more medicines; second, more and more DTP pharmacies will seize market share, and the proportion of the market share of the entire retail pharmacy will also be It is getting bigger and bigger.
    Third, this bigger and bigger market share will only be shared by the more excellent and qualified pharmacies
    .
     
      Pharmaceutical e-commerce is making great strides! The new era of online and offline competition and cooperation is coming
     
      In Lin Jianning's view, the global epidemic is still spreading, but the economy has begun to recover, and pharmaceutical manufacturing revenue has rebounded strongly
    .
    From January to May of 2021, the operating income of China's pharmaceutical manufacturing industry is 1116.
    23 billion yuan, a year-on-year increase of 27.
    6%, maintaining a strong growth; the total profit is 224.
    48 billion yuan, a year-on-year increase of 81.
    7%; overseas epidemics have boosted pharmaceutical exports, and China’s exports in the first half of 2021 Over 500 million doses of the new crown vaccine and original solution; the investment and financing market is still hot, innovative drugs are "sought after", and the capital's enthusiasm for investing in innovative drugs is unabated.
    Encourage innovation, the probability of the bubble bursting is not high
    .

     
      With the gradual recovery of the total number of clinicians, the hospital terminal drug market rebounded sharply in the first quarter of 2021, and the proportion of anti-tumor drugs and immunomodulators increased year by year; the retail terminal drug market grew slowly, pharmaceutical e-commerce continued to advance, and online prescription drugs maintained rapid growth From January to May 2021, the sales of prescription drugs from 200 pharmacies sampled on Tmall JD.
    com reached 5.
    66 billion yuan, a year-on-year increase of 274.
    8%
    .
     
      He put forward 4 thoughts on the changes in the pharmaceutical retail industry-
     
      1.
    The excessive number of pharmacies exacerbates polarization
    .
    Driven by factors such as the new crown epidemic, the fall in rent costs, the restriction of pharmacy distances and the cancellation of pharmacy area restrictions, companies have continued to open stores, and the number of retail pharmacies has continued to increase, and there is a trend of acceleration
    .
    The chain rate has increased, but the rate of increase is slow
    .
    Different pharmacies are highly polarized.
    The larger the scale, the better the efficiency.
    The revenue growth of the four major listed chains is much higher than the overall level, and the gross profit margin remains at a relatively high level
    .
    As the number of pharmacies continues to grow, the polarization is becoming more apparent
    .
     
      2.
    The head power continues to integrate and expand
    .
    Listed chain pharmacies are expanding rapidly.
    “Eat big” mergers and acquisitions have continued.
    The integration continues.
    Capital power is eyeing and mergers and acquisitions are diversified.
    However, the valuation has returned to rationality year by year, and the concentration of retail pharmacies has broad room for improvement
    .

     
      3.
    The impact of the price cut of the medical insurance reform may increase
    .
    Five batches of national sourcing cover 218 varieties, and the average price reduction is between 50%-60%; national centralized sourcing is normalized and institutionalized, local centralized sourcing rules continue to innovate, pharmacies follow up and centralized sourcing becomes a necessary option, and the price is affected.
    The impact of procurement will increase; the national medical insurance catalogue will be adjusted in a normal way, and the negotiation of drugs will be promoted.
    The opening of the "dual channel" will benefit the development of retail pharmacies, or open up new growth space
    .

     
      4.
    The new era of online and offline competitions has arrived
    .
    The epidemic has changed the public’s drug purchase habits, accelerated the growth of pharmaceutical e-commerce, accelerated the growth of online prescription drug sales, and superimposed policy encouragement, pharmaceutical e-commerce ushered in new benefits, offline physical pharmacies are difficult to shake off the impact, it is better to actively embrace the Internet and use offline Advantages, develop online business, and realize online and offline competition and symbiosis
    .

     
      In 2021, the wind and clouds will change and the waves will wash the sand
    .
    Under the guidance of policies, the reshuffle of the pharmaceutical industry has been accelerating.
    If companies want to ride the wind and waves, only by continuous innovation can they seize market opportunities and stand out in this race of survival of the fittest
    .
    From July 23 to 24, MISI will hold a number of sub-forums to conduct in-depth discussions and interpretations in various fields such as Chinese medicine innovation, medical Internet development, and out-of-hospital marketing models.
    Guests are welcome to come to the hearing.
    Mi Nei.
    com WeChat Follow-up reports will also be carried out
    .
      Medical News, July 28, 2020 is a big year for the pharmaceutical industry
    .
    The sudden new crown epidemic has brought unprecedented attention to the pharmaceutical industry, further highlighting its important strategic position in the national economy
    .
    2021 is the first year of the "14th Five-Year Plan".
    With the continuous deepening of the medical reform, mass purchases and medical insurance catalog adjustments have become normalized, and a series of new policies such as medical insurance payment and "Internet %20" medical care have been introduced and promoted.
    , The effect of "making space, adjusting structure, and ensuring connection" gradually appeared, and profoundly affected the pharmaceutical industry
    .
    At the same time, whether it is the changing political and economic situation or the sudden risk of natural disasters, everyone's work and life are facing great uncertainty
    .
     
      In this context, it is even more difficult to hold the 2021 Misi Conference (China Medical and Health Industry Symbiosis Conference) on July 21-25 in the beautiful spring city of Kunming as scheduled
    .
    With the theme of "Looking for Certainty-New Ecology, New Order, and New Future", this conference gathered industry strength and wisdom, and discussed in-depth industry development status and future with experts and scholars, mainstream industrial enterprises, top 100 chain industry elites and many other industry elites.
    , Looking for certainty, facing the new ecology, building a new order, and building a new future together
    .

     
      The chairman of this conference was Zhang Buyong, President of Punctuation and General Manager/Principal Investigator of Meinenet, and the keynote speech session was chaired by Wang Ao, Secretary General of China Non-Prescription Drug Association
    .
     
      Top 100 industries and chains gather in Spring City to "ignite" the 2021 Mi Thinking Conference
      Top 100 industries and chains gather in Spring City to "ignite" the 2021 Mi Thinking Conference
     
    Ju Jian, Director of Drug Safety of   Yunnan Provincial Market Supervision Administration , member of the Party Leadership Group and Deputy Director of the Provincial Drug Administration, attended the meeting and delivered speeches
    .
    She said the Yunnan provincial government attaches great importance to biological Yunnan pharmaceutical development, "Thirteen Five" period, Yunnan Province, bio-pharmaceutical industry scale expanding steadily, innovation-driven pattern gradually formed
    .
    Among them, the vaccine industry has become a new growth point of the Yunnan biomedical industry, accounting for 15.
    6% of the revenue of the pharmaceutical manufacturing industry above designated size; the development system of the whole industry chain of Chinese medicine and ethnic medicine has gradually formed, mainly Chinese patent medicines, Chinese medicine decoction pieces, etc.
    The Chinese medicinal material processing industry accounts for more than 70% of the revenue of the pharmaceutical manufacturing industry above designated size; the large-scale development of the pharmaceutical circulation field is gradually taking shape, and companies such as Yixintang and Jianzhijia are listed, and the ability to drive the development of the industry with the help of the capital market is further enhanced
    .
    In the future, Yunnan Province will vigorously develop a large health industry in the entire industrial chain, from modern Chinese medicine, vaccines, and stem cell applications to medical research, diagnosis and treatment, health care and leisure
    .
    Drugs Drugs Drugs pharmaceutical medicine pharmaceutical companies business enterprises
     
      In addition, Zuo Min, executive director and president of Shanghai Pharmaceuticals Group Co.
    , Ltd.
    , and Ruan Hongxian, chairman of Yixintang Pharmaceutical Group Co.
    , Ltd.
    , spoke as representatives of the top 100 Chinese pharmaceutical industry and top 100 chain drugstore entrepreneurs
    .
    Zuo Min said that China is moving steadily from a major pharmaceutical country to a powerful pharmaceutical country.
    Various factors such as centralized drug procurement, medical insurance negotiations, new drug research and development, and the digital age have profoundly affected the development and future pattern of the pharmaceutical industry.
    Facing this unprecedented situation Only by actively responding to the changes in the past, can companies move forward courageously towards their goals
    .
    Ruan Hongxian said that change leads to continuity, and generality leads to smoothness.
    There is only one end to adherence to conventions—abandoned by the times, change is not a total denial, but an upgrade and sublimation
    .
    Pharmacies should step out of the "comfort zone", actively join the great strategy of "Healthy China", and give full play to the role of "healthy gatekeeper"
    .
     
       "Make space, adjust structure, and ensure convergence", policy and supervision are linked together
       "Make space, adjust structure, and ensure convergence", policy and supervision are linked together
     
      In recent years, the reform of medical insurance has been continuously explored and improved to promote the refined management of hospitals , which has a profound impact on the development of the industry
    .
    Wan Quan, deputy director of the Research Office of the Health Development Research Center of the National Health Commission, gave an in-depth interpretation of the impact of the medical insurance reform on the hospital's cost structure and economic operation
    .
    He said that in recent years, DGRs, DIP and other medical insurance payment methods have been reformed, which has had a great impact on the economic operation of hospitals.
    The original intention of the reform is to control fees, but the purpose is to reform the cost structure and achieve a free cage
    .
    On the positive side, the hospital has promoted the strengthening of refined operation management and cost control, and changes in the diagnosis and treatment behavior of medical staff have been conducive to shortening hospital stays and rational drug use
    .
    From the perspective of volume procurement, the first impact on the economic operation of hospitals is the impact of drug prices, and the price of centralized procurement products is reduced by more than 50%; the second is the impact on medical behavior and hospital management, but it may have a negative impact on the outflow of prescriptions.
    When the price is cheaper, patients go to the hospital for medical treatment; in addition, it is conducive to optimizing the income structure, making room for the increase of medical service income, and also conducive to the improvement of the salary level of medical staff, but because of the reduction of the payment cycle, it may increase the cash flow of the hospital Stress
    .
    Hospital hospital hospital
     
      Wan Quan mentioned that the impact of medical insurance reform on economic operations requires long-term observation.
    From the current point of view, the above-mentioned impacts are not obvious
    .
    On the other hand, volume purchases are behaviors that occur at the hospital terminal, and are not “insignificant” for retail pharmacies .
    With the price linkage of drugs included in centralized procurement, sales in the retail market will also have an impact, although the circulation of prescriptions will lead to drug stores.
    Opportunities come, but long-term observation is needed
    .

    Pharmacy pharmacy pharmacy
     
      At present, the national centralized procurement has carried out five batches and six rounds, and cheap generic drugs are accelerating the replacement of high-priced original research drugs.
    The pharmaceutical market structure is gradually restructured, and domestic pharmaceutical companies are facing opportunities and challenges
    .
    The impact of volume purchases on enterprises, the winning and non-winning enterprises are already aware of the cold and warm
    .
    This time, Liang Hong, a professor and doctoral tutor from the School of Social Development and Public Policy of Fudan University, analyzed the strategic positioning and orientation of volume procurement from the perspective of public policy, so as to avoid everyone being confused by the current market appearance and stressful response.
    Understand the impact of volume purchase on the enterprise
    .
    He pointed out that the current results of price cuts conceal a "strange circle": corporate profits decrease with lower drug prices, pharmaceutical companies may suspend production of lower-priced drugs, or "remake" drugs to jump out of the scope of price reductions, and finally either withdraw from the market or use "fake new drugs.
    " This is obviously not the original intention of centralized procurement
    .
    There is no excessive speculation and monopoly of medical institutions in medicine, so the price of medicine is not “inflated” but “really high”.
    The essential reason is that the supply side occupies a dominant position in the diversified supply and demand structure of the pharmaceutical market, and enterprises need to go through multiple transactions.
    Digest the gray cost of drug sales
    .
    The volume purchase is carried out by respecting market rules for supply-side reforms, and through “quoting volume” to clarify expectations, reduce enterprise costs, and solve the problem of drug price reduction
    .
    Finding the lowest price is a misunderstanding of everyone's purchasing with quantity.
    In fact, the main point of purchasing with quantity is to "change price by quantity and find cost-effectiveness", while preventing monopoly, malicious competition and preventing bad money from driving out good money
    .
     
      Liang Hong said that with the normalization and institutionalization of centralized procurement, it has become China's long-term strategy.
    All drugs are facing centralized procurement.
    In addition to uniformly evaluated drugs, non-uniformly evaluated drugs cannot be excluded
    .
    Volume procurement will promote the scale expansion of enterprises, accelerate the development and listing of innovative drugs, market segmentation to create competitive products, and strengthen the service-centric relationship; the marketing model will be converted to a quality model, and the volume procurement will be completed on the premise of quality Logic; finally realize market pricing and realize the core strategic goal-the construction of quality ecology
    .

     
      In May of this year, the “Dual Channel” New Policy for National Talks on Drugs was formally introduced.
    This is the first time that designated retail pharmacies have been included in the coverage of medical insurance drug supply at the national level, and a unified payment policy with medical institutions has been implemented
    .
    A few days ago, Jiangsu introduced the implementation opinions of the “dual channel” management mechanism for the National Drug Administration, which clearly established and improved the exit mechanism for designated retail pharmacies of the National Drug Administration, with moderate competition, in and out, and dynamic adjustments
    .
    Xu Wei, a professor and doctoral tutor of China Pharmaceutical University, pointed out in a remote video speech that the “dual channel” of national talks has opened up pharmacy channels, giving full play to the advantages of wide distribution of pharmacies, high marketization, and flexible services to ensure patient medication.
    The availability and accessibility of the patient’s health care system can reduce the economic pressure on patients
    .
     
      Xu Wei believes that, after the implementation of the "dual channel" new policy, Xu Wei believes that after the implementation of the "dual channel" new policy, he will be cautiously optimistic to see the gradual separation of medicine and medicine.
    From the medical insurance side, the number of retail pharmacies equipped with negotiated medicines is higher than that In terms of the number of medical institutions, retail pharmacies have more advantages.
    In the future, they will be equipped with more and more medicines; second, more and more DTP pharmacies will seize market share, and the proportion of the market share of the entire retail pharmacy will also be It is getting bigger and bigger.
    Third, this bigger and bigger market share will only be shared by the more excellent and qualified pharmacies
    .
     
      Pharmaceutical e-commerce is making great strides! The new era of online and offline competition and cooperation is coming
      Pharmaceutical e-commerce is making great strides! The new era of online and offline competition and cooperation is coming
     
      In Lin Jianning's view, the global epidemic is still spreading, but the economy has begun to recover, and pharmaceutical manufacturing revenue has rebounded strongly
    .
    From January to May of 2021, the operating income of China's pharmaceutical manufacturing industry is 1116.
    23 billion yuan, a year-on-year increase of 27.
    6%, maintaining a strong growth; the total profit is 224.
    48 billion yuan, a year-on-year increase of 81.
    7%; overseas epidemics have boosted pharmaceutical exports, and China’s exports in the first half of 2021 Over 500 million doses of the new crown vaccine and original solution; the investment and financing market is still hot, innovative drugs are "sought after", and the capital's enthusiasm for investing in innovative drugs is unabated.
    Encourage innovation, the probability of the bubble bursting is not high
    .

     
      With the gradual recovery of the total number of clinicians, the hospital terminal drug market rebounded sharply in the first quarter of 2021, and the proportion of anti-tumor drugs and immunomodulators increased year by year; the retail terminal drug market grew slowly, pharmaceutical e-commerce continued to advance, and online prescription drugs maintained rapid growth From January to May 2021, the sales of prescription drugs from 200 pharmacies sampled on Tmall JD.
    com reached 5.
    66 billion yuan, a year-on-year increase of 274.
    8%
    .
     
      He put forward 4 thoughts on the changes in the pharmaceutical retail industry-
      He put forward 4 thoughts on the changes in the pharmaceutical retail industry-
     
      1.
    The excessive number of pharmacies exacerbates polarization
    .
    Driven by factors such as the new crown epidemic, the fall in rent costs, the restriction of pharmacy distances and the cancellation of pharmacy area restrictions, companies have continued to open stores, and the number of retail pharmacies has continued to increase, and there is a trend of acceleration
    .
    The chain rate has increased, but the rate of increase is slow
    .
    Different pharmacies are highly polarized.
    The larger the scale, the better the efficiency.
    The revenue growth of the four major listed chains is much higher than the overall level, and the gross profit margin remains at a relatively high level
    .
    As the number of pharmacies continues to grow, the polarization is becoming more apparent
    .
     
      2.
    The head power continues to integrate and expand
    .
    Listed chain pharmacies are expanding rapidly.
    “Eat big” mergers and acquisitions have continued.
    The integration continues.
    Capital power is eyeing and mergers and acquisitions are diversified.
    However, the valuation has returned to rationality year by year, and the concentration of retail pharmacies has broad room for improvement
    .

     
      3.
    The impact of the price cut of the medical insurance reform may increase
    .
    Five batches of national sourcing cover 218 varieties, and the average price reduction is between 50%-60%; national centralized sourcing is normalized and institutionalized, local centralized sourcing rules continue to innovate, pharmacies follow up and centralized sourcing becomes a necessary option, and the price is affected.
    The impact of procurement will increase; the national medical insurance catalogue will be adjusted in a normal way, and the negotiation of drugs will be promoted.
    The opening of the "dual channel" will benefit the development of retail pharmacies, or open up new growth space
    .

     
      4.
    The new era of online and offline competitions has arrived
    .
    The epidemic has changed the public’s drug purchase habits, accelerated the growth of pharmaceutical e-commerce, accelerated the growth of online prescription drug sales, and superimposed policy encouragement, pharmaceutical e-commerce ushered in new benefits, offline physical pharmacies are difficult to shake off the impact, it is better to actively embrace the Internet and use offline Advantages, develop online business, and realize online and offline competition and symbiosis
    .

     
      In 2021, the wind and clouds will change and the waves will wash the sand
    .
    Under the guidance of policies, the reshuffle of the pharmaceutical industry has been accelerating.
    If companies want to ride the wind and waves, only by continuous innovation can they seize market opportunities and stand out in this race of survival of the fittest
    .
    From July 23 to 24, MISI will hold a number of sub-forums to conduct in-depth discussions and interpretations in various fields such as Chinese medicine innovation, medical Internet development, and out-of-hospital marketing models.
    Guests are welcome to come to the hearing.
    Mi Nei.
    com WeChat Follow-up reports will also be carried out
    .
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