The four types of monitoring drug sales policies are loosened!

With the effective control of the epidemic, the sales policies of the four major categories of epidemic monitoring drugs, including "antipyretic, antitussive, antiviral, and antibiotics", have been loosened at retail terminals
.
On March 26, the headquarters of the Kunming City Leading Group for Responding to the Novel Coronavirus Pneumonia Outbreak issued the "Notice on Resuming the Sales of "One Retirement and Two Antibiotics" Drugs (hereinafter referred to as the "Notice")
.
The "Notice" requires that from now on, the city's retail pharmacies will resume the orderly sales of "one withdrawal and two anti-antibodies" drugs (including online sales); all retail pharmacies should earnestly implement the main responsibility for epidemic prevention and control.
The drugs in the "Drug Catalog (Trial Version 1)" strictly implement the real-name registration and sales system, and give full play to the monitoring role of "sentinels" in retail pharmacies
.
In addition to Kunming, recently, Tongling in Anhui, Quanzhou in Fujian, Hohhot in Inner Mongolia, Hangzhou in Zhejiang, Wuxi in Jiangsu and other places have also gradually and orderly resumed the four major categories of epidemic monitoring drugs (hereinafter referred to as "antipyretic, antitussive, antiviral, and antibiotics").
Four categories of drugs”) sales in offline retail pharmacies
.
Spring has come quietly, but the "winter" has not really gone away
.
What is certain is that the gradual liberalization of the policy is expected to drive the sales of "four types of drugs" in retail terminals
.
However, the shortcoming of only relying on a single large variety of profits exposed by the "cold winter" in the past has made how to break through the existing profit model a realistic question that many companies need to solve urgently
.
Sales plummeted In the past year, Xiangxue Pharmaceutical has experienced a difficult test of survival
.
Xiangxue Pharmaceutical's 2021 performance forecast data shows that in 2021, its operating income will reach 2.
520 billion to 3.
019 billion yuan, with a loss of 595 million to 795 million yuan after deducting non-net profit
.
When analyzing the reasons for the sharp decline in total revenue and profits, Xiangxue Pharma gave an explanation that "affected by factors such as the epidemic and market competition, the sales of the company's proprietary Chinese medicine products did not meet expectations
.
" As the leading product of Xiangxue Pharmaceutical, Antiviral Oral Liquid is mainly used for wind-heat and common cold.

.
In the words of Wang Yonghui, chairman of Xiangxue Pharmaceutical, "Since its listing, antiviral oral liquid has contributed to its performance
.
" However, in the first half of 2021, the operating income of antiviral oral liquid was only 150 million yuan, a decrease from the same period last year.
47.
86%, sales suffered from Waterloo
.
What is the reason? In order to strengthen the prevention and control of the new crown pneumonia epidemic, in early 2020, Guangdong Province took the lead in requiring all retail pharmacies to implement a registration and reporting system when selling fever and cough medicines.
By leveraging the advantages of the province's retail pharmacy network coverage and early monitoring role, comprehensive and accurate inspections were implemented
.
Subsequently, the "Catalogue of Antipyretic Drugs Requiring Real-Name Registration Report" was drawn up, covering 43 drugs including ibuprofen, Angong Niuhuang Pills, Analgin, Compound Ganmaoling Tablets, and Vitamin C Yinqiao Tablets
.
According to the regulations, each retail pharmacy must implement a real-name registration report when selling antipyretic drugs in the catalog
.
In May last year, in order to further improve the scientificity and targeting of monitoring and improve the "accuracy, timeliness and coverage" of registration reports, Guangdong Province conducted a review of the "Catalogue of Antipyretic Drugs Requiring Real-Name Registration Reports".
Optimized and formulated the "Catalogue of Drugs Requiring Real-Name Registration and Reporting During the Epidemic Period" (hereinafter referred to as the "Catalogue")
.
These include 20 proprietary Chinese medicines such as Ganmaoling (all dosage forms), antiviral oral liquid, Xiao Chaihu granules, and 17 chemical products such as acaphenol powder and ibuprofen
.
This is a special period policy implemented by Guangdong Province in order to implement the new crown epidemic prevention work and give full play to the "sentry" monitoring role of retail pharmacies in epidemic monitoring under the background of foreign epidemic threats and local emergencies
.
Wang Yonghui said that since the antiviral oral liquid was included in the "catalog" in May last year, the sales of the product fell by more than 90% year-on-year, and there was a large backlog of products, making it difficult for production and sales to achieve a virtuous cycle
.
Two sides of the coin However, policy also has two sides
.
The reporter noticed that although Lianhua Qingwen granules (capsules) are also among the 37 drugs that require real-name registration reports, different from the antiviral oral liquid, this drug is still recommended in the "New Coronary Virus Pneumonia Diagnosis and Treatment Program".
over-the-counter medicine
.
In addition, it can be seen from the "Notice on Carrying out the Simulated Quotation of the Guangdong Alliance Qingkailing and Other Chinese Patent Medicines for Centralized Procurement with Quantity" issued by the Guangdong Provincial Drug Trading Center on March 26.
varieties of Chinese patent medicines
.
According to previously published documents, the first-year pre-purchase volume of Guangdong Traditional Chinese Medicine Alliance’s centralized procurement was 3.
995 billion (tablets/capsules/bags/support), of which 3.
394 billion (tablets/capsules/bags/supports) were made in public hospitals, and 0.
63 percent in designated social medical institutions.
100 million (tablets/capsules/bags/support), 138 million in retail pharmacies (tablets/capsules/bags/supports)
.
It is foreseeable that with the opening of bids for the centralized procurement of Chinese patent medicines in Guangdong, the relevant market will usher in a new round of reshuffle
.
As the flagship product of Yiling Pharmaceutical, Lianhua Qingwen Granules has brought considerable profits to Yiling Pharmaceutical
.
According to the financial report of Yiling Pharmaceutical, in the first half of 2021, the revenue of respiratory system drugs reached 2.
492 billion yuan, an increase of 23.
13% over the same period of the previous year
.
It can be seen that the policy dilemma of antiviral oral liquid seems to be an opportunity for Lianhua Qingwen granules
.
In addition, the reporter inquired on the official website of the State Food and Drug Administration and found that there are 24 antiviral oral liquids on the market
.
Judging from Kangyuan Pharmaceutical, another company that produces antiviral oral liquid, the annual report shows that the annual operating income in 2021 will be 3.
649 billion yuan, a year-on-year increase of 20.
34%
.
As of the end of the reporting period, Kangyuan Pharmaceutical has obtained a total of 203 drug production approval documents, of which 43 drugs are exclusive varieties of traditional Chinese medicines and 3 are protected varieties of traditional Chinese medicines
.
Kangyuan Pharmaceutical analysis believes that these varieties provide a good foundation for product sales and effectively resist the adverse effects of the economic environment and industry policies on enterprises
.
How to save yourself? In fact, although many places have gradually and orderly resumed offline sales of four categories of epidemic monitoring drugs, including "fever-relieving, cough-relieving, anti-viral, and antibiotics", there are still retail pharmacies in some regions that continue to suspend or sell "four categories of drugs" in an orderly manner.
Sales in retail pharmacies are restricted
.
On March 27, a reporter from the "Medicine Economic News" visited the No.
1 branch of Guangzhou Dashenlin and saw that the entrance of the pharmacy was prominently posted "Warm reminder that real-name purchase of designated drugs during the epidemic", in addition to 37 kinds of drugs in the catalog.
In addition, there are guidelines for the catalogue of fever clinics in Guangzhou
.
The staff told reporters that 37 kinds of drugs in the current purchase catalog still need to provide 48-hour nucleic acid certificates
.
It is reported that in addition to Guangzhou, Ma'anshan, Anhui, Changzhou, Jiangsu and other regions have continued to suspend the sales of four categories of epidemic monitoring drugs including "fever, cough, antiviral, and antibiotics" in local online and offline pharmacies due to the need for epidemic prevention and control
.
In the face of policy and market uncertainty, how can companies that are highly dependent on a single product market help themselves under the industry trend of normalized epidemics, strict supervision, and policy-intensive policies? Jiang Rong, associate professor at the National Center for Drug Policy and Pharmaceutical Industry Economics, China Pharmaceutical University suggested, "First of all, we should strengthen in-depth cooperation in the industry chain, carry out in-depth strategic cooperation with downstream retail pharmacies, and increase product promotion, professional training and compliance in cooperative pharmacies.
Education
.
Secondly, for the sales of generic drugs, formulate differentiated online and offline marketing strategies to further accelerate digital transformation
.
Relying on Internet hospitals, online pharmacies, etc.
, actively use digital marketing and management methods to promote online drug purchases, patient education, Patient management, etc.
, and expand online sales channels
.
” “More importantly, it is necessary to strengthen the transformation of products and market strategies, and gradually reduce the dependence on a single variety
.
Potential varieties cultivate new markets
.
On the other hand, strengthen investment in research and development, integrate market resources in existing therapeutic areas, and seek new product opportunities and profit points through self-research, contract outsourcing, and technology introduction
.
” Jiang Rong pointed out
.