New regulations loosen *** "touch net"

Prescription drugs or news that will be available for sale have become the most popular topic in the pharmaceutical e-commerce industry recently. According to the Measures for the Supervision and Administration of Internet Food and Drug Administration (Draft for Soliciting Opinions) issued by the State Food and Drug Administration, it is proposed that Internet drug dealers can sell prescription drugs by prescription and allow third parties to distribute drugs through logistics. This measure is considered to open up medical electricity. Business's "Governor of the second pulse."

Releasing prescription drugs means that the market space for pharmaceutical e-commerce will expand from the 200 billion yuan OTC market to the entire pharmaceutical market with a scale of nearly trillion yuan. The popularity of the prescription drug market in particular will have a profound impact on the entire medical industry chain. However, some people in the industry pointed out that there are still many “stumbling blocks” placed before pharmaceutical e-commerce companies.

The new regulations loosen industry's applause As of the end of November 2013, the State Administration of Drug Administration issued a total of 194 Internet Drug Trade Service Qualification Certificates, including 52 B2B, 132 B2C, and 10 third-party trading platforms. These platforms are large. Most are B2B platforms. As prescription drugs have been unable to open up sales in online pharmacies, they have become an embarrassment for the development of the pharmaceutical e-commerce industry. The industry has been constantly calling for policy adjustments.

One of the biggest highlights of this release of the Consultation Draft is to clarify that Internet drug dealers can sell prescription drugs. Previously, the country's demand for online drug sales has always been "a drug sales site must not sell prescription drugs," and medical institutions must not mail or sell prescription drugs on the Internet.

“The online pharmacy prescription drug lifted the ban, which is a major positive news for the pharmaceutical industry!” said Liao Guang, founder of Guangzhou Fast Goods E-Commerce Co., Ltd., and the founder of the 800-party medical platform, who analyzed the Nanfang Daily News reporter. On the other hand, first, the number of online pharmacies will increase; secondly, demand for prescription drugs will be rigid, and there will be more demand, which will be long-term consumption. Third, the prescription drug market is the hospital market for long-term education, which is more conducive to online marketing. Customer conversion.

According to Wang Yanxiong, CEO of Kang Aiduo Online Drugstore, the lifting of prescription drugs is a good policy for the benefit of the country and the people, which helps solve the problem of expensive and difficult medical treatment for the people. "If prescription drugs can be bought in online pharmacies, patients with chronic diseases do not need to go to the hospital for long queues to buy drugs, and the biggest characteristic of telecom business is transparency. Drug prices will drop significantly," said Wang Yanxiong.

Wang Yanxiong’s statement was corroborated by research institutions. Citic Securities Research reported that due to the excessive circulation of traditional medicine sales, and the increase in the prices of medicines, resulting in high drug prices, the emergence of pharmaceutical e-commerce will greatly reduce circulation and reduce drug prices.

“According to the consultation draft issued by the State Food and Drug Administration, the government has made it clear that prescription drugs must be released.” Shi Zhenyang, chairman of Guangzhou Qilekang Pharmaceutical Chain Co., Ltd., said that he expects to release prescription drugs according to categories, such as Long-term medications for patients with chronic diseases such as diabetes and hypertension will definitely be released, while controlled drugs such as anesthesia and psychotropic substances will not be let go; some herbal prescription drugs are estimated to be available for purchase as long as they are registered, while cardiovascular disease is Must buy by prescription.

In response to the lifting of bans on online pharmacies' prescription drugs, a number of medical and electrical business sources also pointed out that the online pharmacies’ product transaction records are well documented. Once quality problems arise with drugs, the investigation will enable them to know the source and flow of drugs and facilitate supervision. In response to news of online prescription drugs or lifting of bans, good pharmacists said that as early as March 2014, the company made relevant arrangements for prescription drugs to go online: building a comprehensive prescription drug storehouse, warehousing logistics, professional pharmacists online customer service professional training. The company has been recruiting professional pharmacists. By the end of the year, the team will have about 200 people.

The lifting of the ban brings trillions of market cakes. Insiders pointed out that drugs, as a standard commodity, are more suitable for online sales. In the case of substantive advances in prescription drugs and other policies, medical e-commerce providers will be able to replicate the e-commerce growth curve in other commodity areas.

According to the reporter's understanding, the current medical e-commerce B2C product categories are mainly OTC, health care products, home medical devices, drug makeup, and family planning products. According to the data released by the China Electronic Commerce Research Center, the entire pharmaceutical e-commerce market in 2010 was about 200 million yuan, and in just three years, the online medicine market reached 4 billion yuan by 2013.

Public data shows that the market share of prescription drugs in China is nearly 4 times that of non-prescription drugs. However, the prescription drug market is basically occupied by hospitals. Prescription drugs have high gross profit, high price, and large market share. If this piece of cake is cut, the market prospect is very impressive. Analysis of the industry pointed out that if the online pharmacy prescription drug sales can be lifted, the domestic pharmaceutical e-commerce will usher in the development of blowout.

The data obtained by the reporter from Guangzhou Seven Lokang Pharmaceutical Chain Co., Ltd. stated that 7Lokang Online pharmacies mainly consisted of sales items, medical equipments, US-made pupils, and OTC drugs. In 2013, sales reached nearly 400 million yuan. Yuan, the above four categories accounted for about 20% of the total sales, personal care, milk powder and other categories also accounted for about 20%.

“Online pharmacies can be generous and confident in advertising prescription drugs afterwards, and sales will skyrocket.” Liao Guanghui said that the overall market size of online pharmacies is currently about 4 billion yuan. After the ban on prescription drugs, the imagination is very large. "The overall size of the clinical market plus OTC is almost 1 trillion, and even if the online pharmacy only accounts for 10%, it is also 100 billion."