"Combination boxing" medicine industry chain will be reshaped

Source: on April 12, 2016, at the executive meeting of the State Council, Li Keqiang made it clear that reducing drug prices was a "breakthrough" for deepening medical reform, which left many small pharmaceutical factories and small commercial circulation companies lacking in R & D strength in confusion about their future development It is understood that the key work of deepening medical reform in 2016 determined at the same day's meeting is to comprehensively promote the centralized purchase of drugs in public hospitals, establish the traceability mechanism of drug ex factory price information, and implement the "two vote system" of issuing invoices from production to circulation and from circulation to medical institutions, so as to make the intermediate link price increase transparent Patients can choose to buy medicine in hospitals or retail pharmacies We will establish a normal shortage drug reserve system, increase the free supply of special drugs such as AIDS, and strengthen medical and drug quality supervision Shi lichen, director of Beijing Dingchen pharmaceutical management consulting, told reporters that to some extent, he also acquiesced in the price reduction of bidding procurement, or even the second negotiation In addition, this means that the country will introduce a variety of combinations to curb drug prices in the future "There are many documents on medical reform issued by the state, especially the introduction of the two vote system." A large listed company in the pharmaceutical circulation industry told reporters that the introduction of the two vote system is conducive to enhancing the transparency of the pharmaceutical circulation link and reducing the price increase link In addition, if the policy is vigorously implemented, it will also have an impact on the generic drug manufacturers with weak R & D strength, "drug price reduction becomes a trend, which will weaken the profits of enterprises, and those pharmaceutical companies without R & D strength and exclusive products will also close down." A pharmaceutical industry person told reporters It has always been the focus of the government and the market to launch an all-round attack to reduce the false high drug price In recent years, with the expansion of the coverage of medical insurance and the increase of the pressure of medical insurance payment, drug price reduction has become the focus of government policy regulation, and enterprises have to pay attention to the reform It is understood that in 2016, the pilot cities for comprehensive reform of urban public hospitals will be expanded from 100 to 200 According to the guidance on pilot comprehensive reform of urban public hospitals issued last year, by 2017, pilot comprehensive reform of urban public hospitals will be launched in an all-round way, including breaking the profit-seeking mechanism of public hospitals, promoting the separation of medicine and providing no more than 10% of all medical services In general, the proportion of personal health expenditure in the total health expenditure has been reduced to less than 30%, which effectively alleviates the difficulty and high cost of medical treatment Drug bidding is an important link for drug companies to "dehydrate" drug prices 2016 is the year of drug bidding It is understood that price reduction has become an important feature of drug bidding in many regions Before that, Ningbo's volume procurement attracted the attention of the market It purchases Chinese patent medicine products separately in volume The specific method is to reduce the price by 15% on the basis of the lowest bid price in Zhejiang Province (the bid price is 10% lower than that in other provinces) In addition to the "dehydration" of drug prices in the bidding process, the "establishment of a traceability mechanism for drug ex factory price information, and the implementation of a" two vote system "from production to circulation and from circulation to medical institutions, all of which make many small and medium-sized commercial enterprises nervous It is understood that the main purpose of implementing the two ticket system is to reduce the circulation in the process of drug distribution "Many pharmaceutical companies do not have their own sales system, but through the agent model, in such a case of layers of agents, the price increase will increase." Those listed companies in the large circulation industry told reporters that the full implementation of the two vote system will help to enhance the transparency of the circulation link, which will also help to improve the transparency of drug prices It should be noted that with the promotion of medical system reform, the interests of different links in the pharmaceutical industry chain will be reshaped The state has launched a series of efforts to rectify the drug declaration, carry out drug consistency evaluation, implement price reduction in the bidding process, and tacitly allow hospitals to carry out secondary price negotiation in some places, which will greatly weaken the profits of pharmaceutical enterprises In this regard, pharmaceutical industry analysts believe that in the future, small pharmaceutical companies lacking in R & D strength and exclusive products will be phased out gradually, while enterprises with strong R & D strength such as innovative drugs and high generic drugs will be recognized by the market In the circulation link, large pharmaceutical circulation enterprises will also benefit "The implementation of the two vote system will make many places choose large-scale distributors as the distributors for bidding." "The more transparent it is to us, the better," said the people of the listed companies in the large circulation industry, "which means that those small and irregular circulation chambers are becoming more and more difficult to live." Shi lichen said that the implementation of the "two vote system" will narrow the price increase space of small and medium-sized circulation enterprises, and "business to value added" will increase the tax burden of many small and medium-sized businesses, and half of the circulation enterprises will be eliminated in the future The concentration of pharmaceutical circulation industry will also be strengthened In addition, drugstores benefit from the trend of drug division and hospital reducing the proportion of drugs It is understood that in the past, some hospitals often took various measures to prevent patients from buying drugs in pharmacies outside the hospital According to the national regulations, "patients can choose to buy medicine in hospitals or retail pharmacies." Giving patients the freedom to buy medicine is not only to reduce the burden of seeing a doctor, but also to promote the transformation of the hospital, so that the hospital benefits more from high-quality medical consultation, rather than relying on drug markup The implementation of this policy helps to promote the performance growth of enterprises such as retail pharmacies In addition to the above links, the future revenue sources of the hospital will also change In the future, medical service charges will be an important source of income for hospitals.