Following the launch of Drip Doctor's challenge "120,999", Ali Health is trying to change the current domestic drug retail industry. On October 22nd, Ali Health released the “Alibaba Health Future Pharmacy Partner Program†and shared with more than 100 drug retailers the B2C+O2O “Future Pharmacy†model. According to reports, this "future pharmacy" model may extend hundreds of thousands of physical pharmacies in China to "convenience stores", convenience checkpoints and even community centers. This directly challenges the existing pattern of China's pharmaceutical retail industry and uses the Internet to graft diverse services.
From the integration of Ali Health Business in April this year, to the launch of DDT doctors and pharmacy partners, Ali has gradually drifted away in the mobile medical industry. However, the capital winter, the policy bottleneck of mobile medical care and the profit model have yet to be resolved. Can Ali Health really mobilize the mobile medical market?
Ali Health Drugstore Partner Program
According to the author's understanding, Ali Health launched the future pharmacy model is to imitate the US CVS pharmacy.
According to public information, CVS operates more than 5,400 retail pharmacies and specialty drug stores, which not only sell prescription drugs, but also operate over-the-counter drugs, beauty care products, film and imaging services, seasonal goods, and even greeting cards and convenience foods. In addition to online pharmacies, CVS also has offline retail pharmacies and specialty pharmacies. In order to meet the consumer's multiple consumer needs. In 2006, CVS opened the clinic into a pharmacy by purchasing a clinic. Consumers can enjoy low-cost medical services in the pharmacy without any registration.
Specifically, the “partner†pharmacy relies on the extended shelf of the B2C+O2O platform cloud pharmacy. In an interview with this reporter, Kang Kai, a health director of Ali, said that in the current scene, the demand for purchasing drugs issued by consumers online can be satisfied by the nearby offline cooperative pharmacies, and the system will give priority to recommending online purchases; When the consumer online pharmacy does not buy the required goods, the clerk will introduce him to online purchase, thus achieving two-way guidance between online and offline. Kang Kai said that since then, cooperative pharmacies will no longer be restricted by shelf and inventory, and consumers have the opportunity to buy more and more diversified products in Chinese pharmacies than CVS pharmacies in the United States. In the future pharmacy mode, even if the licensed pharmacist is not in the store, the clerk can seek help from Ali's healthy online pharmacist and get neutral and professional guidance.
In addition, Ali Health will also cooperate with domestic and foreign production and distribution companies to provide competitive drug supply prices, logistics and distribution services, capital loans, staff training, pharmacist consultation and other supporting services for pharmacies.
Not only that, but in the partnership plan, the pharmacy will also become a clinic. “The pharmacy will be able to access assisted physician diagnosis, remote consultation, well-known expert appointments and family doctors and other medical services.†Zhang Liang, senior product director of Ali Health, said that in the future, data on various Internet quick check devices will also be Access to the pharmacy.
Grab the medical ecological layout
Lin Wenbin, an analyst at Analysys International, said in an interview with this reporter that Alibaba must achieve the integration of the drug, medical and medical institutions in order to realize the integration of the online “medical seeking medicine†industry chain. At present, both the layout of the doctors and the layout of the pharmacy partners are considered for the medical ecological layout.
Ma Li, vice president of Ali Health, said that at present, although the total volume of China's pharmaceutical retail market is growing, the growth rate is declining. Among them, the mainstream of this market is still the hospital channel. Not only that, but the number of stores in the domestic retail market is now saturated.
According to public information, from 2008 to 2014, the total growth rate of pharmacies slowed down, and the average sales of more than 400,000 pharmacies nationwide were less than 1 million yuan. The sales of each pharmacy in the United States is 30 million yuan.
"In the face of such a slowing growth environment and a lot of people intensive competition, now we also see another trend, the entire integration of pharmacies is happening, chaining is happening." Ma Li believes that At present, the retailing of Chinese pharmacies is at a great stage of change. One is the general trend of prescription circulation in the medical reform environment, and the other is the tendency of the Internet now in the entire economic transformation.
According to public information, about 80% of the current drug supply channels are hospital drug supply channels, and only 20% are social drug supply channels. This means that we only account for less than 2% of the e-commerce supply channels. This figure is 20% in the United States, 80% of which are supplied by social pharmacies. Among the 80%, about 20% are mostly through the e-commerce and mail-order channels to complete the drug supply. At present, China will face the general trend of medical separation, and Ali Health needs to seize this market opportunity.
“Ali Health hopes to rely on the advantages of the existing platform to lay out the offline pharmacies, and to complete the ecological layout of traditional Chinese medicines in the three aspects of medicine, medicine and medical institutions online.†Lin Wenbin pointed out in an interview with this reporter that he launched a pharmacy partner. The system is to change the weak relationship between Ali health and pharmacies. The two sides are closer, and the O2O ecological layout of Ali health medicine resources is more stable.
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