Shanghai Pharmaceuticals (16.37, -1.82, -10.01%) (601607.SH; 02607.HK), a pharmaceutical integrated giant that is deeply tied to the pharmaceutical e-commerce and JD.com, has been continuously reporting to the outside world since the launch of this development strategy. Throw heavy cooperation news.
On the evening of July 6, Shanghai Pharmaceuticals issued an announcement stating that "The company will cooperate with Wanda Information (51.010, 0.00, 0.00%) Co., Ltd. (hereinafter referred to as "Wanda [裏鴬]佚連") in the field of Internet medicine and medical information. Strategic cooperation. The two parties will use the Shanghai Pharmaceutical Big Health Cloud Commerce Co., Ltd. (hereinafter referred to as "Shangyao Cloud Health"), which was previously invested by Shanghai Pharmaceuticals, as the cooperation carrier, to develop in-depth cooperation."
It is reported that the cooperation functions of the two parties will mainly complement each other. Shanghai Pharmaceuticals and Shanghai Pharmaceutical Cloud Health are responsible for necessary resource support including medicines, warehousing, logistics and offline pharmacies. Wanda Information will provide necessary resource support such as online medical-related information service docking covering hospitals and communities. In the fields of medical bidding informatization and B2B informatization, the two parties will support each other in terms of market, business, technology, and talents.
At the same time, Shanghai Pharmaceuticals is also quietly making arrangements for the scope of online supervision of pharmaceutical e-commerce. In early July, Shanghai Waigaoqiao (18.69, -2.08, -10.01%) Pharmaceutical Distribution Center Co., Ltd. (hereinafter referred to as "foreign medical sales"), a subsidiary of Shanghai Pharmaceuticals, was approved by the Shanghai Food and Drug Administration and became the first domestic A pharmaceutical business enterprise that is engaged in the operation of assigning codes to electronic supervision codes for imported drugs.
When asked about the sudden changes in business, Shanghai Pharmaceuticals told the 21st Century Business Herald that the company is advancing the established strategy in an orderly manner in accordance with the development plan, with a view to expanding industrial boundaries, innovating industrial organizational forms, and ultimately promoting sustainable development.
E-commerce business is widely accepted by allies
Since the signing of a strategic cooperation framework agreement with JD.com in mid-May this year, Shanghai Pharmaceuticals' ambitions in the two fields of pharmaceutical e-commerce and pharmaceutical information have gradually emerged.
Since the cooperation between the two parties in the field of prescription drug e-commerce is an exclusive form of cooperation, and the three-tier offline retail network of Shanghai Pharmaceuticals will be reorganized, the dimension and size of the entire cooperation has also received extensive attention Ｆrom the industry. This cooperation with Wanda Information is also regarded as another alliance action of Shanghai Pharmaceuticals to pave the way for e-commerce.
It is reported that Wanda Information is currently the leading company in the public service of smart cities in China, and it is also one of the earliest companies specializing in the field of urban informatization services in China. Its hospital informatization products cover many medical institutions across the country. The cooperation with Shanghai Pharmaceuticals this time may be regarded as a link in the layout of the online system of Shanghai Pharmaceuticals e-commerce. It is not difficult to see its intention to connect the "medical" side and the "medicine" side. .
Specifically, Wanda Information's national market share of regional sanitation products is about 50%, and its services cover nearly 360 million people. Its hospital information products cover more than 30% of tertiary hospitals and many primary medical care in the country. Institutional customers. In the pharmaceutical distribution and retail link that Shanghai Pharmaceuticals hopes to open up, its sales network involves more than 4,000 domestic and foreign pharmaceutical manufacturers with business contacts and more than 10,000 drug varieties, as well as its own more than 10 large-scale national logistics The base and the resources of nearly 2,000 retail pharmacies urgently need to be further connected to the medical system to break through the limitations of its business in East China.
Different Ｆrom Jointown (600998.SH), China Resources and other large pharmaceutical companies, e-commerce companies currently focus on OTC (over-the-counter drugs) and health care products. The layout of online sales of prescription drugs by Shangyao Bet also makes it necessary to connect with prescription rights as soon as possible. Be prepared with prescription diversion and other aspects.
At the end of June, Shanghai Pharmaceutical Distribution Holdings Co., Ltd., a subsidiary of Shanghai Pharmaceuticals, participated in the trial of the "specialized pharmacy out-of-prescription" model in the only pilot area of the State Council’s Medical Reform Office in Shanghai—Shanghai’s Changning District. The reporter learned that, as one of the pilot companies undertaking the "designated pharmacies out-of-prescription" project in Changning District, Shanghai Pharmaceuticals needs to quickly complete information system docking, store layout adjustments, "designated pharmacies out-of-prescription" counters, and pharmacists to deliver medicines Preparatory work such as drug arrangement, this is also the case that the national medical e-commerce company has realized the implementation earlier in the continuous exploration.
Information supervision of betting
In addition to participating in the competition of drug e-commerce, becoming one of the few domestic drug information service providers with "judicial power" has also attracted great attention Ｆrom the capital market.
It is understood that the China (Shanghai) Pilot Free Trade Zone has carried out pilot work related to the assignment of electronic regulatory codes for imported drugs in accordance with the relevant requirements of the national drug electronic supervision. At present, Shanghai Waigaoqiao Pharmaceutical Distribution Center Co., Ltd., a subsidiary of Shanghai Pharmaceuticals, is the area One of the three pilot units for assigning electronic supervision codes for imported drugs.
Regarding the layout planning, Shanghai Pharmaceuticals bluntly stated to reporters that the practical significance of the import drug electronic supervision code assignment operation is not only to help it increase service income, but in the long run, the industry is expected to further consolidate its leading position in the Shanghai Free Trade Zone in pharmaceutical trade innovation. .
"The company has established a drug electronic regulatory code coding workshop that complies with the regulatory authorities. At present, many companies have been negotiating with it on this business." Shanghai Pharmaceuticals revealed.
In 2011, Shanghai Pharmaceutical's foreign medical sales department became one of the first batch of pilot units of "flexible entry management of imported drugs"; in 2012, it became the first batch of key contact enterprises for trade facilitation in Shanghai and obtained the ISO13485 international certification certificate at the end of the year. It is worth noting that as early as the establishment of the Shanghai Free Trade Zone, a number of trade facilitation explorations carried out by foreign medical sales made it into the list of free trade zone concept stocks that were wildly sought after in the secondary market, and the stock price performance was once sharp. Reaction.
However, the operation of electronic drug regulatory codes by pan-health companies has also caused controversy.
During the NPC and CPPCC this year, Xie Zilong, chairman of the Hunan Common People (45.40, -5.04, -9.99%) Pharmacy Chain Co., Ltd., pointed the finger directly at Ali Health, hoping that the superiors would immediately stop the practice of the electronic drug supervision code system being operated by the enterprise, hoping that 1. The status quo is changed to be operated and managed by the State Food and Drug Administration. As soon as this statement came out, the outside world generally pointed the finger at Ali Health, which not only participates in drug-related business activities but also is responsible for the implementation of drug electronic regulatory operations.
Now Shanghai Pharmaceuticals has entered the pilot list of electronic supervision codes for imported drugs, and it has been questioned by some industry voices that they are "both athletes and referees".
