Release date: 2015-12-31 In the past two years, Jianyi.com, Yaoyao.com and Qilekang have successively obtained several hundred million yuan of financing. The pharmaceutical O2O model, which was once considered a pseudo-proposition, has also begun to receive capital recognition; medical e-commerce is in the annual double eleven and double Sales continued to refresh during the twelve shopping feasts. At the same time, Kang Aiduo, Jinxiang Network, and Pharmacy Network have been merged by different enterprises; the B2C medical dependence on the third-party platform traffic resources such as Tmall and Jingdong is expected to break, and more vertical medicine B2C accumulates on the official website. Its own flow resources; the era of pure online drug sales, medical e-commerce entered the competition service stage, the medical e-commerce + medical / medical + medical e-commerce model continues to emerge. Mergers and acquisitions continue In 2005, the first Internet drug trading license in China was launched. The owner of this license is the pharmacy network. In 2015, Pharmacy Network and its parent company Beijing Jingwei Yuanhua were acquired by Renhe Group for 600 million yuan. In 2006, Jinxiang.com became the second company in China to obtain an Internet drug trading license. In early 2015, Jinxiang.com became a wholly-owned subsidiary of Micromedicine Group. In 2014, Kang Aiduo online pharmacy was acquired by Taiantang for a total of 350 million yuan. In the future, will more online pharmacies be acquired? The answer is yes. Nowadays, Internet giants such as BAT and JD.com, including China Ping An, have laid out the medical e-commerce market, and various investment institutions have begun to take action. The capitalist's enthusiasm for medical e-commerce is to look forward to hitting Jingdong in a medical e-commerce field; Internet giants such as BAT and JD.com are not willing to miss this potential market incremental cake; traditional pharmaceutical companies and pharmaceuticals Commercial companies are trying to keep up with the pace of the Internet era and avoid being eliminated in the future. For companies like Ping An and Micro Medical Group, which intend to make a big impact in the Internet medical field, medical e-commerce is what they create. An indispensable part of the medical service ecosystem is also an important way to realize its future. Mergers and acquisitions are the most direct and effective way to quickly deploy pharmaceutical e-commerce. Nearly 400 companies that have obtained online pharmacy trading licenses are available. Enterprises that intend to get involved in pharmaceutical e-commerce are not required to spend time and effort to independently apply for licenses to do medical e-commerce. At the same time, however, buyers who intend to acquire M&A also have to make quick decisions. The valuation of medical e-commerce has been refreshed frequently, and the number of truly selectable targets will be less and less. Traffic decentralization According to the data of the B2C market research conducted by Analysys think tank, the platform-based pharmaceutical B2C platform accounted for about 60% of the market share in 2014. At present, there are three companies that have obtained C2 pilot B2C third-party drug trading licenses, which are 95,095 (available by Alibaba, indirect use by Tmall Medical Museum), 800 square meters, and No. 1 shop. These three platforms have huge traffic resources and are inevitable conditions for the independent development of pharmaceutical e-commerce. Among the three platforms, Tmall Medical Center is currently the most important platform for online pharmacies. Almost all online pharmacies prefer to train in Tmall. At present, there are 201 online pharmacies in Tmall Pharmacy. As of December 24, 2015, the number of companies that obtained online pharmacy licenses was 388 (some of them). The company's online store has not yet officially launched.) Traffic is powerful in the annual Double Eleven Carnival, and sales of multiple merchants on this day are comparable to sales in other months. Medical e-commerce is no exception. Although this day is basically a state of price red sea, no one wants to miss this annual feast. As the second largest mobile platform in the domestic online retail market, JD.com also has the role of pharmaceutical B2C companies. Jingdong started late in the medical e-commerce business, but its operation was not smooth. Jingdong originally hoped to cooperate with the good pharmacists under Jiuzhoutong to build a third-party platform for medical B2C, but the two sides broke up in 2013. In May of this year, Jingdong Health came home and became a category on the platform of Jingdong. According to public data from Jingdong, Jingdong Health has already covered 11 cities including Beijing, Shanghai, Wuhan, Tianjin, etc. The cooperative stores include Deshengtang, NUS Pharmacy, People, Yifeng Pharmacy, Jinxiang Pharmacy, The total number of rehabilitation homes and Tongrentang has exceeded 1,000. Eight hundred parties are the only independent vertical third-party medical B2C platform, but its biggest shortcoming is that there is no traffic, and it is limited by the system, lack of funds and other reasons, has been in a state of tepid. The number of online pharmacies on the 1st store official website is 49. Compared with the number of merchants in Tmall Medicine and Jingdong, the traffic advantage of the No. 1 store is slightly weaker. In the short term, most B2C medical e-commerce companies still rely heavily on third-party platform resources. But the rise of mobile Internet and O2O models has made traffic decentralization possible. For example, Peony Drug Network (now renamed as 1 drug network). In December 2013, the Shaoyao network section was officially opened from the No. 1 store pharmaceutical business and changed its name to “Pango.comâ€. At the beginning of 2015, the drug network was 450 million yuan. Subsequently, Chen Hua resigned, and the original founder of No. 1 shop Yu Gang personally sat down. Currently, there is no equity relationship between 1 drug network and No. 1 shop. Subsequently, Yu Gang announced that Shaoyao.com will receive a new round of financing of 1 billion yuan. According to the data disclosed by Peony Drugs, nearly 60% of the sales of Peony Drugs came from its own channel, and the mobile APP has contributed more than 70% of the sales to Peony. Relying on its own platform, Shaoyao.com has gradually accumulated its flow resources in the field of pharmaceutical e-commerce. In addition to the Peony Drug Network, Dekai Online Pharmacy, Kang Aiduo also said that compared with the third-party platform, the sales volume of its own official website and APP is gradually increasing. Pharmaceutical B2C Alliance Internet Medical The three giants of BAT have rushed to the Internet medical industry in the battle for Internet medical resources, the liberalization of doctors, and the influx of hot money. Medical e-commerce plays a very important role in this process. Two ways to realize Internet medical treatment are to connect insurance; the other is medical e-commerce. Pharmaceutical e-commerce itself is also facing difficulties in profitability. Most online pharmacies are not profitable except for the fact that individual online pharmacies are in a low-profit position. Moreover, for a long time, the largest category of online pharmacy sales is still family planning supplies, contact lenses, medical equipment, etc., OTC drugs only account for a small share. Because most OTCs are branded drugs, the gross profit margin is low, and the cost must be diluted by other non-pharmaceutical high gross margins. On the other hand, the habit of purchasing drugs online for the initial users is still in the incubation period. It is also a feasible path for pharmaceutical e-commerce to break through the profit margins. Online consultation / follow-up - purchase medicine - drug distribution, this seemingly closed medical service closed loop is the most ideal business model for many platform-level Internet medical companies. The first e-prescription list recently opened from Wuzhen Internet Hospital is that many entrepreneurs are full of expectations for this model. In this year's Double Eleven event, Tmall Medical Museum has added a lot of new faces. For example, the maternity service package sold by the family, the genetic testing service sold by Daan Gene, Tongrentang, etc., launched the "1 cents kill old Chinese medicine consultation" service. This is the “medical + e-commerce†service model that Ali is trying to build. A large part of the funds that Qi Lekang and Shaoyao.com received huge financing was used to establish their Internet medical business. According to the plan, Shaoyao.com will become an Internet medical health platform. Not only doctors can conduct video consultations and prescribe drugs through Peony Drugs Network, but also send medicines directly to patients' homes through Peony Drugs Network, or arrange patients to cooperative medical institutions. Do testing, thereby creating a closed loop of Internet medicine health. Qi Lekang recently launched its big health management platform “Big Baiyun Clinic†APP, trying to get through with its medical e-commerce business. However, at this stage, it is very difficult to see the experience of diseases through online consultation. On the one hand, the definition of the risk of responsibility for remote consultation at the policy level is not clearly defined. The advice given by doctors to patients is also as conservative as possible, and even many diseases. All are directly intelligently answered by big data algorithms. The most common online consultation is “recommended to go to the hospital for further diagnosisâ€. Moreover, this mode of access relies heavily on the liberalization of prescription drug policies. OTC is mostly a common disease drug. The purchasing channels that consumers are accustomed to are still online, and the customer price is low. Prescription drugs are the main force for B2C to achieve profitability. Another essential requirement for online sales of prescription drugs on a large scale is that health insurance must be able to support online reimbursement. Chronic patients who need long-term medications especially look at Chinese medicine insurance reimbursement, and chronic disease medication is also the most marketable category of pharmaceutical e-commerce. Diabetes Management APP Sugar Doctors can purchase diabetes products online by cooperating with the Tianjin Municipal Government to open up medical insurance. It is a model that can be used for reference. In the case of Fosun Kunzhong Investment Director, it seems that the future diversion of prescription drugs from outside the hospital is definitely the trend of the times. In a short period of time, medicines cannot be completely separated, but limited by the influence of various policies such as bidding and price reduction, pharmaceutical companies will take the initiative to find ways to achieve Prescription outflow. Internet medical + e-commerce is definitely a big trend. It is worth noting that on the list of category sales of Tmall Medical Museum, the share of drugs such as OTC has increased. This is particularly evident in the sales of the Double Eleven this year. Jingdong Health Home Shao Qing believes that there are two reasons for the increase in OTC: First, the participation of more traditional industrial enterprises and chain pharmacies has greatly enriched the number of OTC products. Second, consumers' acceptance of online drug purchase habits has been improved, which will also promote the development of the entire pharmaceutical e-commerce. Of course, if the future telemedicine policy and online prescription drug policy are fully liberalized, medical insurance can also be reimbursed online. The golden age of Internet medical + medical e-commerce has arrived. Source: Arterial Network Tetanus Toxoid Vaccine,Toxoid Vaccine,Hep B Immune Globulin,Immunoglobulin Injections FOSHAN PHARMA CO., LTD. , https://www.forepharm.com
