Medical network on February 8 - "existing retail chain pharmacy rate is still very low, the development of the medicine retail market will gradually from the growing number of stores to chaining concentration increase. The next three to five years, is still a pharmacy between integration, mergers and acquisitions, restructuring of the golden age." Recently, people big pharmacy Xie Zilong chairman in the 21st century economic report reporter in an interview with anticipation.
In 2017, is China's pharmacy chaining 22 years. Through the early stage of the "big fish eat small fish, fast fish eat slow fish" type of enclosure of mergers and acquisitions, along with two people, one hall, yi feng pharmacy market financing, such as PE, VC, etc various capital into aggressively, pharmacy of merger, acquisition and reorganization in our country into the wave, originally scattered drug retail chain market rate is rising year by year.
Behind the m&a tide, break with medicine medicine, implement zero rate, promote medicine apart, the two votes, such as the implementation of the reform policy, make public hospital prescription wall cracking step by step. How the industry reshuffle and specialisation of dual combination of find a place, the current chain pharmacies not open around the topic.
Mergers and acquisitions enclosure will continue
In the domestic existing pharmaceutical retail landscape, people big pharmacy is one of the few has a national proprietary pharmaceutical retail network of enterprise, one of land capital market in 2015, according to the first tier.
With a heart of "less area high density network and yi feng" pharmacy "is given priority to with self-built store, merger and acquisition is complementary" development strategy, compared to people more ferocious big pharmacy type expansion strategy of mergers and acquisitions, its marketing network across the picture.
Xie Zilong tells a reporter, in terms of proprietary stores, people big pharmacy's retail and join in parallel mode, large pharmacy "people" for the retail stores, people health pharmacy for joining stores. At present, the people big pharmacy in the national total has more than 1800 retail stores.
Among them, the branch to join need to pass a series of processes: investment advisory, field trips, qualification review, sign a contract, pay the fee, training headquarters, store decoration, the opening. To common people large pharmacy hardware threshold is not low, including 100 square meters houses; Have a pharmacist or designated by the state to licensed pharmacists certificate; In the local food and drug administration has approved and sent to the pharmaceutical trading license, etc.
At the same time also carry out mergers and acquisitions in a big way. According to incomplete statistics, the common people big pharmacy since 2005 in a series of equity and asset acquisition, on the eve of the listed has reached 17. Land capital market, spent 340 million yuan to buy a 65% stake, lanzhou HuiRenTang refresh chain pharmacies m&a, record.
Xie Zilong revealed: "we are choosing a merger or takeover of the object, adhere to the eight evaluation object value indicators, including synergies, network value, the promotion space, market leading enterprises at all levels, etc. Also adhere to the existing advantages of provinces and cities and regional leading enterprises above blank preference idea of mergers and acquisitions, and diversification strategy + equity to pay cash, according to the partner demand, selection of payment of the price."
Other chain pharmacies monkey did not stop the pace of the enclosure. According to eat food, at the end of 2015, the national retail chain enterprise number for 4981, 20.4 retail chain stores monomer drugstores number is 24.3 m, chain rate was 45.5%. According to arterial network data, China's retail chain pharmacy rate was 55% in 2016, a record since the highest.
Even so, China's retail chain pharmacy rate has large room to improve. In the us market, for example, retail drugstore chain rate at about 75%; Concentration on the CVS, Walgreens, Rite three big chain pharmacies occupied more than 75% of the U.S. retail market share, number of stores more than 4000. And the number of retail chain pharmacy in China top 10 occupy market share is still relatively low, stores are not up to the standard of the national coverage.
"Scale of mergers and acquisitions just process, integrated optimization is the destination. We take the stationing management headquarters, the majority of provinces merger integration aspects that are more likely to play a synergistic effect. Along with the advancement of medicine separately, industry professional service value will increasingly highlight, specialized service will also be a drug retail industry transformation, the key to success in the future and as the root of the differentiation competition." Xie Zilong said.
Prescription outflow of opportunity
In the drugstore chain behind their, affected by the medicine policy, consumer demand change, pharmacy and exploring diversified services, especially large and medium-sized chain pharmacies, gradually extend to pharmacy practice, drug delivery, slow disease management, DTP pharmacy, health and welfare management, etc.
Kang Zhe pharmaceutical business and retail division general manager LuoQi pointed out: "prescription drugs in the growth of the pharmacy has been higher than the growth of the OTC, many industrial companies began attaches great importance to the retail end. But the state practises medicine consistency evaluation, these two years, we see is the drug quality competition will gradually replace the price competition, means that the retail development in the future is transformed into the process of professional service."
Long-term since, public hospitals in the prescription drugs market firmly occupy the dominant position, the hospital prescription is more difficult to flow out, prescription drugs in pharmacy sales ratio is extremely low. But as the pharmaceutical machinery such as proportion, circulation of two votes, to reduce the medicine health care policy, the outflow of prescription is the trend of The Times, will release billions of level of the market.
"From the Angle of pharmacy, whether the important factors that affect the doctor income will become prescription outflows." Xie Zilong tells a reporter, the hospital prescription drug prices will face zero rate, bidding price decline and press disease to pay triple pressure. At the same time, improve the fee, to encourage more practice, and the development of civilian battalion hospital triple boot that will make the court, group cooperation and courtyard, shop cooperation situation change.
Accordingly, a pharmacy in thinking about how to improve the professional services and service efficiency, looking for prescription entrance, and carry out cooperation with hospitals, doctors, drug company. Reporter noticed that the listed chain pharmacies already try water connection medicine wholesale and terminal medical services, the preliminary implementation of chain pharmacies service transformation.
Among them, the common people big pharmacy pilot built nine healthy living house "" high blood pressure, diabetes, hypertension risk classification management and prevent diabetes complications as the core to carry out the slow disease management; Yi feng pharmacy non-public O2O health cloud service platform project, raise money construction and open integrated traditional Chinese and western medicine clinic in large and medium-sized stores began to pilot; Heart health hall is in hand, through the latter's wei by exploring to construct "d + medicine" fusion.
Xie Zilong told reporters: "slow disease service demand is increasing, a single from diabetes, the ratio of doctors to patients is 1:500, slow disease future services from hospital to the retail channel is inevitable trend. Experience from abroad, GSP management, category management, slowly turn, prescription drugs, OTC sales of disease management is a hot word for retail, it also requires the ability to chain control accordingly and staff quality to improve."
LuoQi further pointed out that the "drug purchase convenience service convenience and diagnosis and treatment in patients with intermediate point is higher and higher, the future is the replacement of a medical institution, or retail pharmacies also do medical services, this is the focus of the largest pharmaceutical retail development." |
