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    Home > Medical News > Medical World News > Wave Eye Scout 2020 Sip will be the chain giant: with volume procurement for retail pharmacies long-term good.

    Wave Eye Scout 2020 Sip will be the chain giant: with volume procurement for retail pharmacies long-term good.

    • Last Update: 2020-09-10
    • Source: Internet
    • Author: User
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    On August 12, the Health Industry Capital Summit kicked off at the Boao Forum for Asia Hotel in Hainan, with the opening of the 2020 China Health Industry Ecological Conference.
    the summit was organized by Zhongkang Information, CITIC Securities and Guosheng Securities.
    held a six-day conference on the theme of "Day by Day - A New Era of Health Management for the Full Life Cycle".
    As the conference's in-depth cooperative media, Sina Pharmaceuticals (micro-signal: sinayiyao) full special report, special topics, micro-blogs, WeChat synchronous pictures, for the attention of the guests of this industry event to bring a visual feast in person, we will be the first time to package the conference dry goods hard goods presented to the audience.
    In the "normalization of collection, drug retail development space" theme round-table discussion led by pharmaceutical industry expert Zhou Ming, based on the current industrial environment, Yifeng Big Pharmacy Chain Co., Ltd. Chairman Gao Yi, One Heart Pharmaceutical Group Co., Ltd. Chairman Li General, The People's Big Pharmacy Chain Co., Ltd. Chairman Xie Zilong conducted in-depth exchanges on the development of the industry.
    The following is the round-table dialogue session guest point of view: Moderator: With the expansion of the collection, for the pharmaceutical industry has a great impact on the hospital market, we would like to take the normalization of the pharmaceutical retail industry what impact, please give your views.
    : The effects of harvesting have early mid-to-late stages.
    Early impact I think for the big chain effect is not much, because the winning variety, production of insufficient supply, we can get the goods, prescription drug varieties out of the hospital, we can enjoy the dividends of prescription outflow.
    Then no winning area can be sold according to the original price, no winning varieties can still be sold at the original price, the early impact on us is almost still on the comparative advantage or a little bit good.
    But in the medium term, as this band of purchases becomes wider and wider, dividend varieties and hospital prices fall, this profit margin price pull is very important, so it will pull down the gross margin of the industry as a whole."
    This time to judge the prescription outflow is not necessarily a large area of the arrival of bulk arrival, so may be to the late stage, to the late stage when the hospital felt that most of the varieties accounted for more than 70% of my sales of varieties with volume procurement, the cost of the hospital pharmacy such prescriptions will flow out.
    This inside such a situation, I personally for this preliminary judgment, he should be such a district, for us to have a district and county influence, I think in the future a good time, before the prescription will have a small spring cold, spring cold when, come we do not know.
    Is it beneficial to the scale chain, I think it may be beneficial, will promote the integration of the industry, but we still have to do some preparation for this, this is generally my understanding.
    : For the normalization of collection, Xie always you think for retail pharmacies what adverse effects? Xie Zilong: I think from the beginning of the 4 plus 7 band volume procurement to the current expansion, I sum it up like this.
    is that its fear may have a greater impact than its own.
    second, that is, outside the industry, than in the industry this impact we feel greater.
    the problem of industry fear, in fact, the impact on our industry can be said to be negligible or minimal.
    other way, one aspect of our company seems to have some aspects of profit growth, sales will be a little bit lower, because the overall volume went up, but sales fell.
    Why say profit will be a little bit, in the past these varieties we almost negative gross margin, but there are 4 plus 7 after two changes, one is the winning enterprise in and we actively communicate to give us some distribution costs, may be a little bit lower three or five points, I think at least a little better than no, the past is zero gross margin or negative gross profit.
    There's a huge change, there's no winning variety, and we joked internally that we didn't get them to us in the health care bureau and forced them to work with us because it didn't have to work with our drug retailers, which is a basic judgment of my combination of the company's own situation.
    Li: I also expressed my views, first of all, regardless of Yifeng big pharmacy or ordinary people, with volume procurement changes is not the first industry policy changes, enterprises have experienced a lot, regardless of the market and policy changes have experienced many times, after all, the big waves of sand, viability, the enterprise's ability to cope with the market is very strong.
    the varieties purchased with the volume, I would like to add a little more, including the pharmacy industry retail chain drugstores.
    Although we also have 30% to 40% of prescription drugs accounted for, to be precise, many retail prescription drugs more in favor of OTC prescription drugs, we originally regardless of joint ventures or relatively well-known prescription drugs, pharmaceutical prescription drug costs down, most of them are a provincial agency, many of our products are a zero-profit variety, even if some have gross margin or a single digit, a large number of marketing after basically negative gross margin products.
    several companies entered the volume procurement platform, our advantage is also in zero gross margin.
    as a retail end, we have the greatest experience in the retail side and the pharmaceutical side.
    the retail side, we mean that the product selection above gives the fee payer more space.
    at the same time, the variety of whether it is for downstream customer choice, or for upstream, we are actually more all-round cooperation.
    the winning bid can cooperate, cooperation can be packaged cooperation.
    From this point of view, regardless of downstream customers and upstream suppliers, the overall change of retail terminals, in the short term from some fragmentation to see some of the terminals involved, challenges down more opportunities, there is a number of quantities, this quantity of consumption of varieties increased, sales decline will not be too big impact, from the financial indicators and business indicators In the short term because of the decline in prices, there is a gross margin impact on sales is not so obvious, in which the passenger flow business indicators above is still a more positive path, but the pharmaceutical industry also needs this opportunity, after all, a lot of prescription drugs in the hospital, pharmacy consumption capacity above is still lacking at this time we strengthen, but seize this opportunity, many prescription drug market will bring retail pharmacies new growth space.
    : After listening to a few big guys share, retail pharmacies have no particular fear of the normalization of collection.
    long-term view, we feel that it is a long-term positive factor for retail pharmacies, and I personally hold this view.
    the situation of medicines, for the good may be how to meet; Li: We understand that this matter is twofold.
    first, the question of why health care has a volume of procurement, this is the question we have been thinking about, because health care is actually universal.
    from a national point of view, health insurance funds for the entire health insurance payment efficiency is fundamental, from such two angles, dilution of this matter with the purchase of more reasonable.
    first of all, to let a lot of people enjoy this kind of welfare, the same you can not because of your product problems related to the liquidity of funds.
    based on this aspect, in fact, can only be said to improve our own comprehensive service capabilities under this environment.
    , retail pharmacies have two attributes, one is retail and the other is pharmacy.
    So two aspects, as a retail attribute, we have a lot of room for progress in the pharmacy industry, now some policies come out, most of the drugstores in health insurance stores are not allowed to sell several categories, such as equipment, daily can not be sold, but as a retail property chain, I think the future at least now has seen some areas of the pharmacy some categories of prohibited liberalization, including through technical means to manage, this has been in the pilot to liberalize retail sales, we have a retail price increase space.
    In addition, retail customers unit price transaction frequency, our passenger flow than department store passenger flow is much worse, most of our pharmacies after more than 20 years of development, but most of the pharmacy function is still the function of commodity flow, pharmacy commodity families have demand to the point, the future category increase more rich and more professional, followed by some new growth in passenger traffic.
    Pharmacy attribute, we as this retail industry pharmacy personnel the most special attribute, because the first service is healthy products, there is a healthy demand, in addition to the purchase of people, I believe your pharmacy believes your product will come, this point of view our health professional service ability is actually what we will do in the future, so from this aspect, regardless of volume procurement or the entire market sales demand changes.
    First of all, according to the essence of the enterprise is to make products, to make customers to make traffic and then to analyze their positioning, I think to improve professionalism, the category to do more rich, in fact, I think the future with this prescription drug to bring new increments we have more of such development.
    : In fact, to be precise, I am not engaged in front-line procurement operations, for these data or not a special understanding, I believe Gao should always be more familiar.
    But for me, I have been looking at the trend, after the normalization of collection I think the overall trend for us is no problem, and another aspect is more favorable, as mentioned earlier, is a problem of our varieties, there is also a number of our non-winning varieties but to promote him to our retail pharmacy cooperation, in fact, an important aspect, in recent years, our variety structure in the hospital variety structure differentiation.
    From our corporate point of view, in recent years we have increasingly found that the hospital varieties and our varieties gradually and gradually different, including some varieties in the hospital itself after he opened, for the patient himself has its own needs, need to change.
    For example, we have some winning varieties, may be domestic generic drugs, but to the pharmacy after the choice of foreign investment, this is precisely for us he chose later, we not only gross margin, but has been observing is the 4 plus 7 band volume procurement, in fact, the national policy is to force the outflow of hospital prescriptions.
    Especially after Wuhan found the new crown outbreak, I think you can see, including our enterprises are undertaking some hospital prescription outflow or even will open, there are hospitals invited us to promote prescription outflow.
    For us, this has increased sales, or added a part of the variety sales, but also to improve the overall market share, this piece I am very confident.
    Gaoyi: First of all, the core of the normalization of national collection is to undertake online and offline prescription outflow, offline winning prescription drug manufacturers and medical institutions, how to achieve prescription outflow;
    Past to do clinical now to leave the target, some brand drugs have a certain mass base, how to help these manufacturers to maintain the past crowd, there is a is no, the past consistent no winning brand drugs, prescription drug enterprises, how do we do with them in-depth service;
    After the normalization of the biggest impact is the doctor, the doctor's behavior will certainly change dramatically, may now be subject to, the proportion of volume procurement is still relatively small, the impact on income is small, but with volume procurement accounted for more and more, the impact of income is growing, the doctor's behavior will be a lot of changes, he will practice more points, online and offline multi-point practice.
    how to do a good job with the doctor online and offline, doctor outflow, doctor practice and so on is also our core.
    .
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