Top Ten Aspects of the Pharmaceutical Market in 2015

At the beginning of the new year, each industry is full of expectations for future development. The pharmaceutical industry is also looking forward to 2015. Industry professionals focused on the 2015 public hospitals to further deepen reforms, pharmacy mergers and acquisitions, Chinese medicine service trade, development of telemedicine, e-prescription drugs, and other new opportunities and challenges ushered in, and look forward to the top ten hot spots in the pharmaceutical market in 2015. deep influence.

National Pharmacy is expected to become the largest pharmaceutical retailer

According to the provisions of the new version of the GSP, before December 31, 2015, all pharmaceutical companies must meet the requirements for the newly revised pharmaceutical GSP regardless of whether their “Drug Business License” and “Pharmaceutical Business Quality Management Specification Certificate” expired. In order to meet the new standards, the provision of hardware and software such as cold chain equipment and licensed pharmacists has more than doubled the pharmacy cost operation. At the same time, the impact from pharmaceutical e-commerce has increased mergers and acquisitions in the pharmacy industry. The “Yiyuan Grand Pharmacy”, the giant who led the Shaanxi pharmaceutical retail industry, was merged into the “National Pharmacy” at the end of 2014. At the end of the year, Fosun Pharma announced that it had stripped Jinxiang Pharmacy and Fumei Pharmacy. On the one hand, the merger is one side, and the other side is the divestment. The pharmacy reorganization is somewhat headstrong.

The closure and transfer of pharmacies is the law of the market. For leading retail companies, whether they are mergers or acquisitions, they are all driven by their own strategic goals and market interests, and do not fall into the category of adverse market behavior. Moreover, in the environment where online prescription drug sales will come to an end, the dynamics of the pharmaceutical retail industry are also reasonable. According to sources, Guoda Pharmacy wants to integrate Foramex and Golden Elephant pharmacies. If the integration is successful, the total number of stores will reach more than 2,500, which will exceed The number of stores in Yixintang transformed itself into the pharmacy retailer.

The first single non-electronic health prescription is Ali

On May 28, 2014, the State Food and Drug Administration issued the “Consultation Draft for the Management of Internet Food and Drugs Operations”, and plans to liberalize the sales of online pharmacies’ prescription drugs. One stone provoked thousands of layers of waves. In August, Ridge Pharmaceuticals spent 50 million yuan to establish the Lingcheng Health City. In December, Connbay issued an announcement to invest in the field of pharmaceutical e-commerce. As early as the beginning of 2014, Alibaba.com purchased RMB 1 billion for 54.33% of CITIC's 21st century shares, and the latter had a third-party online drug trading license. According to informed sources, Ali Health has already started pilot cooperation with some hospitals in Hebei, and has also established pilots in some hospitals in Beijing to explore the electronic prescription platform. At the end of 2014, “Ali Health” App software was tested in Hebei for the third time to prepare for formal operations.

Wen Zaixing, former inspector of the Ministry of Commerce’s Market Order Division, is optimistic about Ali’s health. He believes that if Ali’s healthy approach is promoted, it will become a shortcut to separate medicines. Some industry insiders believe that the impact of the Internet on the entity has caused people to believe that the impact on the hospital pharmacy after the establishment of the electronic prescription platform is incalculable. Regardless of the amount of investment or government background, and the establishment of the Internet platform, Ali is at the forefront of the industry, the first single electronic prescription drug seems to be non-Ali.

International Telemedicine will be Huasheng 301 Hospital

In August 2014, the National Health and Family Planning Commission released the “National Health and Family Planning Commission’s Opinions on Promoting Telemedicine Services of Medical Institutions”, which stipulates that the medical professional organizations are engaged in the process of telemedicine services, and the main professional and technical personnel or key equipment, facilities, and other auxiliary conditions. If there is a change that does not meet the needs of the telemedicine service, or if there is any hidden danger in medical quality and medical safety, the telemedicine service must be stopped immediately and reported as required. This reflects that China's telemedicine technicians and strength are still insufficient. Encouragingly, in 2014 Beijing Chuanqi Shengshi Health Technology Co., Ltd. introduced the "cloud image diagnostic technology" from Japan, which can pass the patient's image results to international expert consultations with high quality and efficiency.

According to industry sources, the newly introduced "cloud image diagnostic technology" is being tested at the People's Liberation Army 301 Hospital. If the test is successful, the hospital will become the first hospital to use the cloud image diagnosis technology to provide patients with international telemedicine services. . Now the technology importer Beijing Chuan Sheng Shengshi Health Technology Co., Ltd. is also negotiating with some local hospitals. If it can be vigorously promoted at home, the technical problems established by the three-tier medical treatment system will be effectively solved.

Domestic Medical Devices Return to Public Hospitals

In 2014, the policy of supporting the localization of medical equipment was intensively introduced. In June, the National Health and Planning Commission issued a document to control the overexpansion of public hospitals and pointed out that “to guide medical institutions to rationally allocate suitable equipment and gradually increase the level of domestic medical equipment allocation”; in August, the National Health and Family Planning Commission and the Ministry of Industry and Information Technology jointly held the promotion of domestic medical equipment. Development and application of conferences, and vigorously promote the use of domestic medical equipment in health and family planning institutions, making the domesticization of medical devices usher in a policy honeymoon period. The favorable policies will enable excellent domestic medical device companies to speed up the distribution of hospital channels, and there is ample room for cooperation in public health care in the areas of cancer treatment, disease intervention and other areas.

The activation of the policy has led to an integrated upgrade of the medical device market and an increasingly active merger and reorganization. Last year, the most notable case was Jiangsu Yuyue Technology Development Co., Ltd.'s acquisition of Wandong Medical held by North Pharmaceutical Group, achieving a pioneering move for small fish to eat big fish. . The strength of Yuyue Medical is in civilian medical care, and the proportion of hospital sales has been relatively low. While Wandong Medical has some weaknesses in its performance growth in the past two years, it has a good market share in large-scale equipment, and this diving medical acquisition aims to layout Hospital channels accelerate the pace of entering the clinical market.

According to Bo Hao, president of the Medical Devices Branch of the China Pharmaceutical and Materials Association, the share of domestic medical devices in public hospitals will increase in 2015. There is no doubt that there will be a group of companies with relatively advanced technologies that are rapidly growing and gradually replacing them. Imported medical devices. For example, Leopold’s cardiovascular interventional devices are leading in the country. Otai Medical is at the forefront of medical superconducting magnets and superconducting magnetic resonance machines. Mindray Medical’s clinical testing reagents and radiology imaging have first-rate technologies. Almost every sub-sector has emerged as an excellent company that imports domestically produced medical devices instead of imported ones, which means that domestic medical devices are rapidly growing into the public hospital line. In 2015, this merger or reorganization will be even more, and even domestic medical device companies will acquire foreign companies.

Chinese medicine has a professional promotion agency in the sea

The World Federation of Chinese Medicine Societies Federation of Trade in Services was established on October 1, 2014 in St. Petersburg, Russia. The professional committee is the first specialized organization for Chinese medicine service trade approved by the Ministry of Civil Affairs. It integrates the resources of Chinese medicine and trade in multiple industries, builds a domestic and international exchange and cooperation platform, and promotes the Chinese medicine service brand to the world. It is reported that the committee also set up international Chinese medicine public relations liaison, emergency medical treatment of international emergencies, EU traditional medicine (Chinese medicine) registration, international Chinese medicine scientific research, international Chinese medicine investment consultants and trade information, international quality control of Chinese medicine There are 8 expert groups including professional standards, international Chinese medicine education, and international clinical medicine for Chinese medicine.

Huang Jianyin, secretary general of the Service Trade Committee of the World Federation of Chinese Medicine Societies, said that before the Chinese medicine went out to sea, it was touched by enterprises. Now that there is a professional promotion agency, it is undoubtedly a big deal for companies interested in trade in Chinese medicine. Good day. In the third session of the Beijing International Trade Fair, many pharmaceutical companies exhibited their plans for going to sea and were optimistic about the overseas trade of Chinese medicine. In 2015, the World Federation of Chinese Medicine Societies Federation of Trade in Services will work with its companies to explore the international market.

Sanming City Medical Reform Model

Will promote the application

On October 9, 2014, the National Health and Family Planning Commission fully affirmed the comprehensive reform of public hospitals in Sanming City at a regular press conference. Zhan Jifu, Minister of Propaganda Department of Sanming City, Fujian Province, introduced that Sanming City promoted the linkage reform of “medicine, medical care, and medical insurance”. First of all, in the field of pharmaceutical retailing, drug price-based procurement was adopted to address the problem of high drug prices, cutting off the links between drug companies and hospitals. . The second is in the medical field, the implementation of zero-difference rate drug sales, doctors annual salary system, control "big prescription." Thirdly, in the area of ​​medical insurance, the Sanming Medical Insurance Fund Management Center was established, and the “Three Guarantees” fund city-level co-ordination and the unification of urban and rural medical insurance were implemented.

Although the Sanming medical reform model has been officially recognized, there are also many questions about whether the model is reproducible. According to statistics, these measures have reduced the medical care burden of Sanming Hospital, increased the actual income of the hospital, and turned the medical insurance pool into a surplus. Zhong Dongbo, deputy director of the Beijing Municipal Health and Development Commission, said that Sanming's public hospital reforms have captured the most critical and critical issues and have caught the noses of public hospital reforms. This bull nose is the incentive and restraint mechanism for the directors and doctors of public hospitals. This model can be widely applied in the future.

Social medical treatment scales and internationalization

In recent years, although the government repeatedly issued documents to promote social capital for medical treatment and set off an upsurge of investment, due to the fact that there has been no corresponding implementation policy, social capital is high in enthusiasm and results, except for ophthalmology, dentistry, obstetrics and gynecology, and other specialist hospitals. There are few success stories in other fields, especially investment in comprehensive hospitals and reformed public hospitals. However, at the end of 2014, Peking University International Hospital and Tsinghua Chang Gung Memorial Hospital were opened for business. They attracted attention from all walks of life and the industry predicted that investment in private hospitals will be gradually implemented this year. In particular, medical insurance will be allowed to enter and relax, and social doctors will have an explosive growth, which will accelerate the process of running social capital in all parts of the country.

Peking University and Tsinghua University have explored the management of large-scale non-profit hospitals, and the era of private hospitals reorganizing mergers and acquisitions has been over. The scale and internationalization of the society has become apparent. This new mode of social medical treatment will inevitably trigger a new round of medical resource integration and competition. The industry believes that in accordance with the "12th Five-Year Plan" for the development of national health undertakings, by 2015, socially-run doctors should account for 20% of the medical and health ratio, and there is still a long way to go from this indicator. In 2015, such large-scale, group-based social doctors will continue to ferment.

"Chinese medicine camp" nursing home or industry darling

In 2014, Nanjing City, Jiangsu Province promulgated the “Opinions on Accelerating the Development of the Elderly Care Services Industry” and became the first provincial capital city to fully implement the opinions of the State Council and the provincial government on the development of the aged care service industry. At the end of the year, Jiangsu set up a site for the establishment of a TCM nursing home in 6 cities in the province, which is dedicated to creating a template for the TCM school nursing home. Compared with the ordinary nursing homes, the nursing homes will be hosted by the Chinese Medicine Hospital or the Chinese Traditional Medicine Hospital. The health care of traditional Chinese medicine will be carried through to the old-age pension, and the charges will also be the price standards of public nursing homes. After the old people are admitted to the nursing homes where the medical treatment is combined, there are no nursing homes for minor illnesses, and serious illnesses are sent directly to hospitals, which can enable the elderly to enjoy their old age.

According to Yuan Zheying, deputy director of the Development Research Center of Contemporary Chinese Medicine, with the ageing of the population, "integration of health care and support" has become a general trend. For some elderly people who are unable to take care of themselves and themselves, family care and general nursing home care cannot reach the level of professional nursing and treatment conditions, and often delay the first rescue time. Combining old-age care and medical care can also solve the problem of old-age care. Solve medical problems. The "Tsangpai" nursing home model in Jiangsu is just an attempt. It is expected that it will take two to three years for the industry to see the initial results. It is believed that 2015 will be the starting year.

Chinese herbal medicine market prices difficult to recover

In 2014, the market for medicines was generally sluggish. Prices of most varieties generally showed steady declines. According to 57 varieties monitored by industry organizations, the proportion of varieties with falling prices reached 53%, while varieties with stable prices increased. The proportions were 26% and 21%, respectively, and it was normal to take slow and light sales. Among the monitored species, the Codonopsis Codonopsis fell from the average price level of 65-70 yuan/kg to the current 17-20 yuan/kg, which is the highest drop for all Chinese herbal medicines.

According to Zhang Bin, an analyst at Zhuo Chuang Information and Traditional Chinese Medicine, there are few transactions, weak demand, and lack of business confidence to dominate the market. In 2014, the drug market was dismal. Therefore, it is difficult to lay a good foundation for the opening of the market in 2015, and digesting inventory is still a major problem for a long time. As far as Dangshen is concerned, many businesses expect that it will take at least 2-3 years to get out of the dilemma of oversupply. Therefore, the pharmaceutical market in 2015 will still undergo a shock adjustment process, and the recovery of the market cannot be achieved overnight. However, from the drug market rectification, the reform of proprietary Chinese medicines pricing mechanism, and the introduction of Taiwan's statutory government policies to support the efforts, as well as the industry itself to open up new roads for production and sales, the industry is progressing toward sustainability, health, and benign growth.

Traditional Chinese medicine "prevention of disease" business model to promote

At the end of 2014, the TCM Health Management Research Center of the Fujian University of Traditional Chinese Medicine relied on the key research institute of the State Administration of Traditional Chinese Medicine and the TCM Health Management Research Center to establish the first identification and intervention system for the treatment of healthy Chinese medicine in the country and establish the first personality in the country. Chinese Medicine Health Management Center. This management model aims to provide health management services in a comprehensive manner by using the state recognition and health management system of traditional Chinese medicine for the phenomenon of "re-inspection, light-checking," "re-indicating individual indicators, and light overall awareness" in current health management.

In the context of the advent of an aging society, the incidence of chronic diseases, blowouts, and the rise of the large-scale health industry, the concept of “prevention of illness” in Chinese medicine has not been well applied and embodied in the commercial society. The industry believes that with the deepening of the concept of health, the construction of the "Treatment of Diseases" health project is the trend of the times and meets the urgent need of the people in the market for personalized health management. In 2015, it will not only be confined to hospitals, but also more involved in the participation of enterprises and non-governmental organizations. The Chinese medicine technology and methods will be used in residents’ health education, daily diet, cultural literacy, and exercise. With health as the center, we will truly change our minds and move the disease barrier forward.