DTP is coming! State control, China Resources, step... March one after another

[pharmaceutical network industry trends] under the "4 + 7" policy, the low price winning of the winning varieties has a fundamental impact on the related varieties involved With the increasingly fierce competition in the public hospital market, many industrial enterprises choose to turn to the retail market and the market outside the hospital is booming There are data estimates that in the future, the market capacity of out of hospital prescription drug retail may reach hundreds of billions of yuan Among them, DTP pharmacy is one of the most concerned sectors Since the concept of DTP pharmacy first appeared in 2012, in recent years, in order to promote the outflow of prescription drugs, DTP pharmacy has become the "fat meat" that no matter hospitals, pharmacies or pharmaceutical enterprises are looking at According to some data, as of April 16, there were about 1280 DTP pharmacies in China, with sales of over 10 billion yuan By 2020, it is estimated that the market of specialty pharmacy will reach 610 billion yuan, with huge market space DTP is an abbreviation of direct to patient in English and "direct to patient" in Chinese Originated in the United States, it is a new marketing model created by AstraZeneca and Pfizer: hospital prescription model, that is to say, pharmaceutical enterprises directly authorize products to pharmacies as agents, patients get prescriptions from hospital doctors, take prescriptions directly to pharmacies to buy a business model Since the announcement of the "4+7" procurement results, a large number of drugs have been cut down, and the drugs are no longer the profit centers of hospitals Now, 18 provinces, including Guangdong, Jiangsu, Zhejiang, Sichuan, Shandong and Liaoning, have issued policy landing documents, and actively layout "Internet plus medical treatment" to promote the outflow of prescriptions With the start of a new round of reshuffle in the industry, many enterprises regard DTP out of hospital pharmacy as a new breakthrough point, and China Resources, state control, step, kyushutong, etc have started to layout DTP As of the first half of 2019, there are 150 DTP pharmacies in China Resources pharmaceutical, covering 76 cities In the 2019 China Daily recently published, it was pointed out that during the reporting period, the company actively participated in the development of medical reform policies, the undertaking of prescription outflow, the channel development and introduction of new special drugs (DTP) varieties, improved the professionalism of new special pharmacies, and obtained the qualification of outpatient special treatment, etc 35 DTP professional pharmacies have been completed, and a complete DTP pharmacy management system and a DTP management team have been established It is reported that Sinopharm's revenue in the first three quarters of 2019 increased by 24.7% year on year to RMB 313 billion About 22%, 28% and 40% year-on-year revenue growth was achieved in drug distribution, retail (including DTP pharmacy) and medical equipment distribution businesses With the pressure of volume purchase on the profit margin of drug distribution business, DTP drugstores are developing rapidly (the average profit margin is only 5% to 6%) In 2018, its retail pharmacies have covered 30 provinces, municipalities and autonomous regions and more than 229 cities in China, with a total number of 5183, an increase of 740 on a year-on-year basis, and 317 DTP pharmacies In Yunnan Province alone, Sinopharm Holdings has more than 20 retail pharmacies, including SPS +, DTP professional pharmacies As one of the representatives of neighboring Internet enterprises in DTP pharmacy industry, smart pharmacy Since the layout of DTP pharmacies began in September 2017, 45 DTP pharmacies have been set up nationwide through self construction, acquisition and other forms The company expects to set up 70 DTP pharmacies in 2019 and achieve the business target of nearly 800 million yuan There is also a "DTP project leading group" set up in common people's drugstore, with more than 100 DTP stores distributed nationwide In addition, the nine step pharmacy jointly invested by step pharmaceutical and kyushutong plans to open 1000 pharmacies in hospital side stores nationwide by 2021   In the future, under the background of new medical reform, DTP pharmacy will not only be a simple channel terminal, but also become a platform to connect pharmaceutical enterprises, hospitals and patients, emphasizing to meet various needs, including the promotion and data recovery of innovative drugs in pharmaceutical enterprises, the hospital's acceptance of prescription outflow and drug management, the convenient access of patients to professional drugs and professional drug guidance services, etc 。 At present, more and more enterprises have begun to lay out the DTP market on a large scale I believe that in the future, as long as they keep up with the policy, carefully study and analyze, and follow the trend, they will certainly have a chance to succeed in the new round of pharmaceutical reform opportunities.