Medical network on March 22 - coming events cast their shadows before them.
▍ Shanghai two votes the countdown
Has been blowing for Shanghai "two votes", news from the ground frequent recently.
"July 1, the two begin to implement two votes distribution business, and in the regional market is given priority to with the two leading commercial, amount accounted for nearly 90%." Yesterday, the Shanghai area agents to the blue parker said, "some agent varieties has been being reclaimed by the manufacturer of the hand." He said.
This is the news from the previous point in time.
This month, reports show, Shanghai "two votes" will commence from this April.
Earlier, according to planning requirements, including anhui, shanxi, liaoning, qinghai, yunnan, hainan, chongqing, gansu and other seven have been formally introduced to the "two votes" related files, hunan, sichuan, ningxia, hebei has otherwise circulated version of the draft in the net.
In Shanghai around jiangsu and zhejiang, have respectively two votes with one vote per post position to promote.
Has been as the policy ideas and leading pharmaceutical business development of Shanghai, two votes to fall to the ground, has been the focus of the industry.
"Two big business, the first two votes amount to 80% ~ 90% in late July, at the end of all the implementation of two votes." Before losing agent told the blue parker.
He further stated that these content temporarily did not form file, just a basic struck down at the meeting.
News from the Shanghai pharmaceutical business association shows that on March 3, association authorized by Shanghai commerce committee, held 25 drug firms, head of the symposium.
From medicine, Kant's music, after the United States, the first medicine at nus, and TongHanChun, LeiYun first-class brand, more than 20 representatives of pharmaceutical wholesale enterprises operators, and eli lilly, glaxosmithkline PLC and other five representatives of manufacturing enterprises, nearly 30 people were invited to attend the meeting.
In open channels to query the information show that during the meeting, everyone not much objection, the landing of two votes, it is only in specific implementation level still have different demands.
Public information, at present the Shanghai area the city a total of 20 medicine commercial companies, the present stage of the Shanghai market has already formed the national medicine, Shanghai as the main body, district and county company for the supplement market pattern -- nearly 80% of the two leading enterprise to occupy the market share, area county company service in their respective regions, especially the grassroots community and community sites.
The problem is that existing area basic retail is the integration of enterprises, the company wholesale services in regional hospitals, and subordinate retail pharmacy services to residents. Wholesale and retail are interdependent, without the wholesale, the existing retail pharmacies are also unable to survive.
Definition of enterprise, therefore, suggest that perfect refinement of two votes, fully considering the medicine production and circulation of business practice, business overall cooperation is the efficient way of social division of labor, and with reference to the definition of anhui, chongqing and other places of two votes, suggest that the implementation of the Shanghai file increase "internal medicine of the national general agent (1) only look production enterprise".
In addition, the medicine circulation group enterprise headquarters, a wholly owned subsidiary (holding), or a wholly owned subsidiary (holding) transfers between drug is not seen as a vote, but most allow open an invoice."
Imported drugs domestic general agency and the national general agent can be regarded as domestic drug production enterprises (only a national general agent); Or between mergers and reorganization of production enterprises and mergers and reorganization of enterprises not issuing invoices one ticket between business units; Bear the city community in the pilot prescription extending service enterprise, permit from local enterprises business procurement, improve one vote, and so on.
▍ currency integration
The original intention is to accelerate the consolidation of two votes will also begin to release effect.
Hua securities believes that the national level of two votes policy, pharmaceutical distribution order purge will open, medicine circulation industry will face reshuffle, industry concentration will increase, with the advantage of channels of the national or regional tap, its consistent, Shanghai pharma, kyushu tong will significantly benefit and may increase m&a.
17, China resources medicine released 2016 annual report, according to the report period, in terms of distribution business, China resources medicine by denotative m&a strategy, to carry out the national layout, in 2016 through the merger into yunnan, chongqing, guangxi, sichuan, four provinces, by the end of 2016, covering up to 23 provinces, customers including secondary and tertiary hospitals in 4280, 3.59 grassroots medical institutions, and retail pharmacy 1.93.
Due to the present stage and the control and medicine is still a gap, the CRC will largely increase in mergers and acquisitions - CRC medicine on October 16, 2016 in offering description is clear, in the field of medicine distribution and retail, the company proposed by merger and acquisition the distribution network, to 2020 nationwide. |
