The sales policy of four types of epidemic monitoring drugs is 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

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

As the leading product of Xiangxue Pharmaceutical, anti-viral oral liquid is mainly used for wind-heat and common cold, and is used as a standing medicine at home

However, in the first half of 2021, the operating income of antiviral oral liquid was only 150 million yuan, a decrease of 47.
86% compared with the same period of the previous year, and sales suffered from Waterloo

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")

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 the product was backlogged, making it difficult for production and sales to achieve a virtuous cycle
.

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/supports), 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 approvals, including 43 drugsIt is an exclusive variety of traditional Chinese medicine, and there are 3 protected varieties of traditional Chinese medicine
.
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
.

In fact, despite the gradual and orderly resumption of offline sales of four categories of epidemic monitoring drugs, including "fever-reducing, cough-relieving, anti-viral, and antibiotics" in many places, there are still retail pharmacies in some regions that continue to suspend or sell "four categories of drugs" in an orderly manner.
Sales at retail pharmacies are restricted
.

On March 27, when a reporter from "Medicine Economic News" visited the No.
1 branch of Guangzhou Dashenlin, the entrance of the pharmacy was prominently posted "Warm reminder that real-name purchase of designated drugs is required during the epidemic", except for the 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
.

Faced with 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
.
On the one hand, conduct in-depth evaluation and screening of the company's existing product lines, and select potential varieties to cultivate new markets
.
On the other hand, strengthen Investment in research and development, integrating existing market resources in the therapeutic field, and seeking new product opportunities and profit points through project initiation and self-research, contract outsourcing, and technology introduction
.
” Jiang Rong pointed out
.