Medical network on March 14 - motion is dominated the headlines recently, whether it is a successful listing or profile into the pharmaceutical industry, have been the industry's high attention. Many media, institutions think along abundant come in waves, will bring about industry pharmaceutical business facing reshuffle was even subversion of the danger.
Something really to be such a development? We need professional analysis, rather than blindly noises!
Motion does not have value and advantage
Along abundant express delivery industry is a leading company, its in order to win the favor of the market fast, safe, reliable, last month (February 23) listed on the shenzhen stock exchange, the current market value of more than $2500, is the industry's giants. For the pharmaceutical industry, however, his own uniqueness, logistics can not used to describe the current pharmaceutical business carries all functions.
Mainstream medicine business on the value chain has the function of the logistics, cash flow, information flow, rather than the drug distribution of single function, this and the current of the rule of medical institutions and medical operation is closely linked.
Logistics: supplier (drug manufacturers or agents) send medicine to medicine business, the latter acceptance of goods, according to the order the delivery of goods to the hospital again. Companies must comply with GSP specifications.
Capital flows: the hospital operation situation is good and bad, but no matter how, the hospital payment days common on business than commercial payment days for supplier (manufacturer), so, assume the role of the mat endowment commercial company.
Information flow: in the current environment, due to the commercial company is sending medicine to medical terminal of the last link, so business master a lot of hospital information, this information is valuable for pharmaceutical companies, such as drug selection into the courtyard, similar drug usage, sales, and so on. Pharmaceutical business is the information of medical institutions and drug suppliers bridge.
Motion is difficult to overstep medical market? The last kilometer?
Motion into the medical field, at least from the point of the information disclosed by the current, only from the cold chain logistics to start with, the future will be like the mainstream medicine business involved in hospital distribution is not clear. But even to enter, whether to have enough assurance?
Suitable abundant company, from that day start focusing on deep ploughing in the field of express delivery market, no matter how to take a big motion, heaven have aircraft, satellite communications, the ground has a perfect distribution network, have a first-class information processing system, but the gene is a Courier company.
From the Courier? Receipt, send a? Do pharmaceutical commercial distribution, separated by a distance of 1.3 public hospitals, rather than simple geography? The last kilometer? .
This distance, also is one of the giants of the pharmaceutical industry kyushu, for many years, so far for hospital distribution is still in a state of edge, why? Genetic, kyushu gene is? Fast batch? , suitable abundant gene is? The express? And medicine, health policy and trade barriers is it through? Fast? You can break?
After the failure of the hi motion is a typical example, based on the express delivery network resources across the country, want to through the network in its peripheral motion adds a service functions, to revitalize the motion of online resources, this is the starting point along abundant hey guest decisions.
But the ideal is plump reality is the backbone, the consumer is decided in his bones along abundant express companies, and how to make them form the habit of orders in motion hi guest shopping? The go to taobao, taobao also the jingdong also to jingdong, motion is polite to send the Courier!
Similarly, the national 1.3 hospitals, 96 medical institutions at the grassroots level and how to dock with the suitable abundant business? This not only the market barriers, and policy issues, of course, have its own business model motion problems.
1) hospital account problem, at present the mainstream of business is the country's state-controlled, China resources, medicine and various local strongmen business, such as guangzhou medicine, nanjing pharmaceutical, medicine, such as the Internet company in east China, otherwise extortionate entrenched corner, firmly control the local drug delivery. As a precedent, can understand the kyushu now hospital account opening rate and market share have how old?
2) the policy barriers, due to form the monopoly of the public medical institutions, as the drug supply relatively weak, whether in the provincial drug in system for the unit or the second negotiation, pharmaceutical industry, business, always appears very passive, a hospital to obtain good cooperation, in addition to their own good business support, no guest mood maintain accumulation for many years, it is impossible to achieve.
This work, the above listed pharmaceutical wholesale business from tertiary system to reform to the public to participate in market competition, has been and hospital cooperation, the general you breached this business relations. (go to look at kyushu through example!)
3) the business model of motion itself, motion as a Courier company, and is very different from pharmaceutical business. The difference shown in the following table
Suitable abundant compared with pharmaceutical business model
Source: medical studio analysis to sort out the clouds
Through the above-mentioned can be seen that, at present, which has the function of the logistics only a motion, then, motion will also become a mainstream medicine business? This problem are wary of conclusions, but it's really hard to motion to do.
To change the business model, from the logistics functions of a widening to cash flow, information flow function? Upstream the shipper, that means from the service into service upstream of the owner and the downstream of the receiving party at the same time, the need to sink to 99 medical institutions, and will spend a lot of liquidity mat endowment, OMG, think of is a from others mouth food system engineering, it conforms to the development strategy of the vision and motion?
And so what motion into the advantage of the medicine?
One vote per
Suitable abundant their own logistics advantages needless to say, can play a role, but also to see what changes in medicine. Medicine in 2016 a day on average 1.16 a policy, is changing every day, but one cannot not, that is? A vote? .
A vote is production enterprises and medical organizations directly settlement payment for goods, production enterprises and pharmaceutical commercial distribution company settlement distribution fee. This policy since 2015, the state council general office on the no. 7 [2015] to use? Encourage? Reflect since the word, and then appear on the multiple files. But the implementation of, have the following items:
Implement one vote per 1) vaccine
On April 13, 2016, the state council executive meeting on that kind of, 2 kinds of vaccines are concentrated in the provinces of public resources trading center trading, medicine circulation enterprises may engage in, only distribution, this is in fact a vote;
2) fujian infusion of the votes
Since 9 standard is put forward, and began to implement;
3) zhejiang new YaoXie procurement platform (third-rate unity)
Zhejiang from June 1, 2016 start commissioning new YaoXie procurement platform (logistics, cash flow, information flow third-rate unity), 15 pilot began on the new platform of medical institutions purchasing drugs, one vote per at least finished technical operation in zhejiang. And then spread to the entire province medical institutions. It is understood that the province's ultimate goal is to implement a vote.
A vote in fact the pharmaceutical business company of third-rate unity functions depriving, only a logistics functions, so the motion and logistics enterprises have why to distinguish? Therefore, motion can gain into these projects, divide the pharmaceutical business's menu.
Especially zhejiang YaoXie procurement platform, mastered the drug distribution, clearing the hub of collection of payment, in this sense, perhaps the local east China zhejiang distributors of medicine, the Internet's greatest threat is not suitable abundant but YaoXie procurement platform!
In addition, for such logistics giant motion, especially the inter-provincial long-distance logistics logistics is also its strength. We might imagine this scene:
A Beijing biological products enterprise need to guizhou cold-chain logistics delivery, so, who will undertake the business good? General logistics, no, no cold chain; State-controlled companies such as cold chain, logistics cost, charges may be higher than the motion, the motion can be relying on the national logistics network of many years of accumulation, a warehouse all the way from Beijing to guizhou, delivery to a local pharmaceutical company warehouse.
Perhaps, goods can only go so far, only the remaining, still need to guizhou local pharmaceutical companies to complete hospital distribution, should break through of pharmaceutical goods the last kilometer, motion, please open an account to the hospital! |
