On April 6, 20 19, 19 held a briefing on the pilot situation of drug supply guarantee, centralized drug procurement and medical assistance. Chen Jinfu, deputy director of the National Health Insurance Bureau, said that as of April 14, a number of 4+7 varieties had completed 27.3 1% of the total agreed procurement. The quality and supply of the winning drugs were guaranteed, the usage exceeded expectations, and relevant policies were basically fully implemented, such as medical insurance prepayment, hospitalization use, and refund.
Whether the scope of national centralized procurement will continue to expand in the future since the implementation of the first procurement with quantity attracts people's attention.
At the same time, with the implementation of the policy, the industrial chain of the pharmaceutical industry is also constantly adjusting. A person from a pharmaceutical circulation listed company told the Securities Daily that the 4+7 quantity procurement is mainly aimed at drugs sold to hospitals, so it will have an impact on medical distribution.
In addition, "because of the pressure of price reduction for hospital-oriented varieties, pharmaceutical companies and circulation enterprises began to exert their strength in retail." The above-mentioned company people told reporters.
In the first two months of 20 19, the total profit of the pharmaceutical industry continued to grow.
According to the statistical data of China Pharmaceutical Industry Market Foresight and Investment Strategic Planning Analysis Report issued by Foresight Industry Research Institute, by the end of February 20 19, there were 7,296 enterprises above designated size in China's pharmaceutical industry, including loss-making enterprises 1696, with a loss of 23.2%, an increase of 8.8 percentage points over the previous month. In 20 18, the total loss of the pharmaceutical industry was 4.03 billion yuan, a year-on-year increase of 13.5%.
In terms of total profit, from 20 18 to 12, the total profit of China's pharmaceutical industry reached 309.42 billion yuan, up 9.5% year-on-year. By the end of 20 19 and 1-2, the total profit of China's pharmaceutical industry reached 48.26 billion yuan, up 4.2% year-on-year.
20 18-20 19 statistics on the number of enterprises above designated size in China pharmaceutical industry in the first two months.
Data source: compiled by Prospective Industry Research Institute.
20 18-20 19 statistics and growth of total profits of China pharmaceutical industry in the first two months.
Data source: compiled by Prospective Industry Research Institute.
(Note: the growth rate of total profit from June 5438 to July is 1 1.7%)
4+7 Accelerated Quantity Purchasing
Chen Jinfu, deputy director of the National Health Insurance Bureau, said that since April 1, the pilot cities of 4+7 Purchase 1 1 have been fully launched. By 24: 00 on April 14, the total purchase amount of 25 selected varieties in the1/kloc-0 pilot area had reached 438 million pieces, with a total amount.
Chen Jinfu said that this figure should be said to have exceeded expectations, and it also dispelled everyone's worries in the past, that is to say, hospitals will not adopt or use it. Judging from the effect of the pilot, patients with major diseases such as cancer, hepatitis B, hypertension and mental illness in the pilot area have obtained high-quality and low-cost drugs, and the medical expenses have dropped significantly.
Chen Jinxi said at the press conference that in the next step, we will continue to do a solid job in the organization and implementation of the pilot, including strengthening the monitoring and supervision of the pilot, guiding the pilot areas to ensure the quality and supply of selected drugs, promoting the priority use of selected drugs, and allowing patients to truly get the benefits and dividends of the reform pilot; Start the pilot evaluation summary in time to guide and improve the pilot policy; According to the results of the pilot evaluation, fully listen to the opinions of all parties, improve the centralized bidding and procurement policy system, and study and deploy the pilot work.
Prior to this, the news that the second round of quantity procurement will be launched this summer reached the market.
However, the above-mentioned business people believe that the first round has not been fully implemented, and the second round of procurement with quantity should not start soon. "It is also necessary to evaluate and summarize the implementation results".
Accelerated adjustment of industrial chain
In the process of 4+7 quantity purchasing, both pharmaceutical enterprises and circulation enterprises are facing business adjustment, which can also be seen from the annual reports issued by listed companies.
In the 20 18 annual report, Shanghai Pharmaceutical described the impact of the centralized drug procurement pilot organized by the state on distribution: with the sharp drop in drug prices and the further concentration of suppliers, the commercial circulation field encountered double pressures of income and gross profit.
"The average price reduction of the varieties collected in the first round is about 52%, which means that the distribution volume will be reduced to half of the previous one. However, from the current point of view, the volume is not large, so it has little impact on the industry. " The above-mentioned circulation enterprises told reporters.
The above-mentioned circulation enterprises think: "This has advantages and disadvantages for circulation enterprises. The good side is to speed up the concentration of the industry, and enterprises can take the opportunity to increase the market share of hospitals; The disadvantage is that the distribution and gross profit of the winning varieties have declined, which can only be compensated by the increase of market share. In addition, we should do more businesses with high growth rate and high gross profit margin such as equipment and retail. "
It is understood that with the implementation of the separation of medicine, the out-of-hospital market has become the focus of the pharmaceutical market. In addition to the retail sector of circulation enterprises, pharmaceutical companies have also increased the layout of the pharmaceutical retail market.
According to media reports, on April 1 1 day, on April 20 19, Hengrui Pharma Retail Strategic Customer Invitation Meeting was held in Lianyungang, Jiangsu Province. Many well-known chain pharmacies in China participated in this activity.
In this regard, a person from a pharmaceutical listed company explained to reporters that many prescription drugs need to be sold through pharmacies in the future, so establishing cooperation with these companies should be a common normal practice in the industry.
"Compared with the in-hospital market, the price of products in the out-of-hospital market is not affected by the policy." Shi Lichen, head of Beijing Chen Ding Medical Consulting Management Center, said in an interview with a reporter from Securities Daily.
In response to the practice of pharmaceutical companies making efforts in the out-of-hospital market, the above-mentioned circulation enterprises told reporters, "We are now vigorously developing retail to cope with the outflow of prescriptions. Even if prescriptions flow out, they will flow to our own pharmacies."
Fa Li Bai tai drugstore
It is worth mentioning that with the acceleration of the approval of new drugs and imported drugs, professional pharmacies have become the focus of enterprise layout.
It is understood that the main recipients of hospital prescription outflow include DTP pharmacies and hospital stores. The advantage of the hospital store is that it is close to the hospital, which is convenient for patients to buy medicine nearby. They deal in a variety of products, but the services they provide are often limited. DTP pharmacy mainly sells new and special drugs, with high gross profit margin and strong customer stickiness. At the same time, DTP pharmacy also has the function of chronic disease management to meet patients' long-term drug demand and provide patients with more professional and thoughtful services.
20 18 performance report shows that China resources medicine has 853 retail pharmacies and actively develops innovative business models such as DTP and chronic disease management. The company has 140 DTP pharmacies covering 66 cities.
Yifeng Pharmacy disclosed in the 20 18 annual report that it will speed up the construction of stores around the hospital and DTP/DTC professional pharmacies, and accelerate the in-depth strategic cooperation with prescription drug manufacturers. Up to now, the company has built more than 20 professional DTP pharmacies, engaged in 42 kinds of national negotiated medical insurance reimbursement products, nearly 200 kinds of hospital prescriptions, and established DTP/DTC with nearly 80 suppliers.
Strategic partnership.
In addition, including Liu Yao and Yinxintang, DTP pharmacies were all increased.
"Many new drugs and chronic diseases are aimed at the out-of-hospital market." Another person from a large pharmaceutical circulation enterprise told the Securities Daily reporter that it is very hot at present, but the total amount is not very large. After all, the price is relatively expensive, and not many people can afford it. However, in the future, the state will support innovative drugs more and more, which will become a way for the company to make up for the decline in generic drug profits.
However, an industry insider told reporters that whether DTP pharmacies can play this advantage still needs to consider two important factors: the first is the source of prescriptions, which can only be prescribed by doctors. If you can't get a prescription from the hospital, it is very important to access the Internet hospital platform and have the ability to prescribe; The second is the professional pharmacy service ability. For prescription drugs, patients may need to ask about contraindications and compatibility specifications. Professional service ability is the guarantee of drug safety. These two factors also test the comprehensive ability of DTP pharmacy.