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Sales are booming! Antigen kits into new traffic in pharmacies?

 Last Update: 2023-01-01
 Source: Internet
 Author: User

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A few days ago, the antigen detection reagent market ushered in a wave of new growth
.

01Antigen reagent sales are hot

The Guangzhou Health Commission said at the epidemic prevention and control press conference on December 1 that the city implements nucleic acid testing by category, adopts different nucleic acid testing strategies for different groups of people, and encourages families to bring their own antigen kits
.

On December 1, the Beijing Health Commission mentioned in the measures to optimize daily medical treatment that for patients without a negative nucleic acid result within 48 hours, antigens will be tested during triage and triage
will be carried out according to the test results.
On December 2, the Beijing Municipal Health Commission issued a document mentioning that citizens should be the first responsible person for their own health, "do a good job in personal protection and health monitoring, and use nucleic acid testing and antigen self-testing"
.

Affected by the adjustment of nucleic acid detection strategies, the demand for antigen detection kits has increased
sharply.
According to a number of media reports, some communities began to buy antigen kits in groups, and antigen detection reagents in many pharmacies in Guangzhou were out of stock
.

Minai Retail Observation searched for the people's big pharmacy online drug purchase mini program and found that at present, stores in Guangzhou need to wait for express delivery, on the Meituan drug buying platform, sales in different regions are different, pharmacies in some areas have sufficient supply, and some places need to wait for express delivery
.

According to Ding Li, deputy director and spokesperson of the Guangzhou Municipal Administration for Market Regulation, at a press conference held on December 2, Guangzhou is coordinating new crown antigen kit manufacturers to reasonably increase production capacity, and the maximum production capacity of new crown antigen kits in Guangzhou is about 10.
5 million servings
per day.

According to data from the Guangdong Food and Drug Administration, at present, there are 5 new coronavirus antigen detection reagent manufacturers in Guangdong Province (Guangzhou Wanfu Biotechnology Co.
, Ltd.
, Shenzhen Yahuilong Biotechnology Co.
, Ltd.
, Shenzhen Huada Inyuan Pharmaceutical Technology Co.
, Ltd.
, Shenzhen Yirui Biotechnology Co.
, Ltd.
, Zhuhai Lizhu Reagent Co.
, Ltd.
), a total of 5 product registration certificates, and the daily production capacity of products exceeds 30 million servings
.

02 Adjust the sales regulations of "four types of drugs" in many places

In addition to the hot sales of antigen reagents, following Hebei, a few days ago, Jiangxi, Beijing, Guangzhou and other places have successively adjusted the sales regulations
of "four types of drugs".

The Jiangxi Provincial Epidemic Prevention and Control Headquarters clarified in the "Announcement on Measures to Further Optimize Epidemic Prevention and Control in Jiangxi Province" that residents who purchase "four types of drugs" such as antipyretic, cough, antiviral, and antibiotic through Internet platforms or pharmacies will no longer carry out real-name registration
.

The Beijing Municipal Administration for Market Regulation announced on December 3 that since December 3, citizens no longer need real-name registration information
to purchase "four types of drugs" such as antipyretic, cough, anti-infection, and treatment of dry throat and sore throat through Internet platforms or pharmacies in the city.

In the reference list of "four types of drugs" issued by the Beijing Municipal Drug Administration last year, 645 kinds of drugs include Xiaochai Hu granules, autumn pear lung ointment, Yan Kenin tablets
, etc.

According to Beijing's previous regulations, when going to a pharmacy or buying drugs online, the real-name information of "purchase four types of drug registration" is triggered, which means that the purchased drug is a "four type of drug", and a nucleic acid test needs to be completed within 72 hours after the purchase of the drug, otherwise it will be prompted by a pop-up window by the health code
.

The "Beijing Medicine Pass" APP, which was originally used for drug purchase registration, will continue to provide citizens with services such as inquiry of nearby pharmacies, variety inquiry, and drug purchase consultation, and the user login method will remain unchanged
.

Guangzhou made it clear that from December 1, citizen pharmacies will purchase 37 types of drugs in the "Drug List that Need to Register and Report During the Epidemic", no longer check the 48-hour nucleic acid negative certificate, just wear a mask, measure the temperature, scan the code, and show the green code of the health code to enter the pharmacy to buy medicines
.

Ding Li said that since the adjustment and optimization of epidemic prevention and control measures, it has been noted that the public's demand for drugs in the past two days has been greater, for example, on December 1, monitoring found that the sales records of cold and fever drugs in retail pharmacies in the city reached 100,000 in one day, which was 2.
5 times that
of weekdays.
According to the new deployment and new situation of the city's epidemic prevention and control work, the market supervision department has recently carried out the work of "ensuring supply and stabilizing prices" around drugs and medical devices to maximize the public's demand
for drug purchase.

03Pharmacy revenue is good

At present, the hot sales of "four types of drugs" have provided a wave of heat flow for performance recovery, and it remains to be seen
whether antigen detection reagents can become a new flow of physical pharmacies in the future.
However, it is certain that with the successive landing of the "Twenty Prevention and Control Rules", under the promotion of "being the first responsible person for their own health", consumers' awareness of self-diagnosis and health management has been enhanced, and physical pharmacies are expected to harvest a wave of traffic
by improving the big health service model.

According to Zhitong Financial reports, recently, Yifeng Pharmacy, Laomin, Da Shenlin and Jianzhijia, the four major chain pharmacies in Shanghai, participated in the third quarter collective performance briefing of pharmaceutical retail companies
.
Executives attending the meeting believed that with the increase in demand for "four types of drugs" and the low base factor of last year's performance, Q4 will continue the trend
of improvement quarter by quarter in the first three quarters.

Guosheng Securities believes that the medium and long-term logic of large chain pharmacies benefits from increased concentration + prescription outflow
.
Under the multi-factor resonance, the pharmacy sector has strong performance stability
in the medium and long term.

According to data from Minai.
com, in 2021, the proportion of public hospitals as China's largest pharmaceutical sales terminal market decreased from 66.
6% two years ago to 63.
5%, and the proportion of retail pharmacies increased by 3.
4 percentage points to 26.
9%.

It shows that the market space has expanded significantly under market-oriented competition, the value of out-of-hospital channels has been further highlighted, and industry leaders with scale and management advantages are expected to reap benefits
.

In order to compete for the market share of outflow prescription drugs, major chains have accelerated the layout
of specialized pharmacies.
According to the semi-annual report of Shuyu Civilian, as of the end of June, 57 designated specialty pharmacies, more than 270 hospital-side stores and 8 pharmacies that meet the standards have been opened in Shandong Province, and the tax-inclusive sales of DTP pharmacies exceeded 570 million yuan, a year-on-year increase of 84.
13%.

The people said that the professional pharmacy system has always been one of the key points of the company's construction, and through continuous improvement of the professional attributes of employees and stores, it brings professional warm and intimate services
to customers.
As of the end of the third quarter, the company had 181 dual-channel stores, an increase of 88 year-on-year; There are 151 DTP pharmacies, and DTP sales reached 1.
279 billion yuan in 2021, accounting for 10.
3% of
the retail business.

Da Shenlin said that the company's chronic disease management service project has made phased progress in the past two years, and the business model of stabilizing customers, increasing profits and expanding volume has gradually become clear, with more than 1,200 chronic disease service personnel, more than 1,400 chronic disease service outlets, and 20 chronic disease management diseases, and will continue to improve the efficiency, accuracy and management width and depth
of chronic disease management.

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