醫(yī)藥電商的掘金路徑:瞄準處方藥品

China's e-commerce businesses are expanding intopharmaceuticals as the government directsprescription drug sales away from hospitals andinto retail outlets.

隨著政府將處方藥銷售從醫(yī)院向零售渠道引導(dǎo)，我國電子商務(wù)正在向醫(yī)藥業(yè)擴張。

The online pharmacy business has grown fromvirtually nothing five years ago to more than 7 billionyuan (1.1 billion U.S. dollars) in 2014, accounting for3 percent of all retail medicine sales, BostonConsulting Group (BCG) said in a report lastThursday.

波士頓咨詢公司上周四在一份報告中表示，我國醫(yī)藥電商的零售銷售額從5年前的幾乎為零增長到2014年的70多億元(折合11億美元)，占我國藥品零售市場總額的3%。

The boom may be only a prelude to explosive growth to come, provided that authoritiesallow online pharmacies to sell prescription drugs. Thus far, sales consist mainly of over-the-counter medicine, with very slim margins.

如果相關(guān)部門允許醫(yī)藥電商銷售處方藥，那么上述增長可能只是拉開了醫(yī)藥電商爆發(fā)式增長的序幕。到目前為止，銷售主要是非處方藥，利潤率非常低。

One of the key themes of the ongoing reform of the medical system is to wean hospitals offthe revenue that comes from drug sales, allowing patients to choose between hospitals andretail pharmacies. If online sales of prescription drugs are permitted, firms such as Alibabaand JD.com are sure to get involved.

正在進行的醫(yī)療體制改革的主題之一就是減少醫(yī)院來自藥品銷售的收入，這樣可以使得病人在醫(yī)院和零售藥店之間能夠做出選擇。如果允許在網(wǎng)上銷售處方藥，那么像阿里巴巴、京東等電商公司肯定會參與其中。

"The e-pharmacy business is changing very quickly in China with new regulations and differentcompetitors entering the space," said John Wong, a BCG partner, but whether that pacecontinues is far from certain.

波士頓咨詢公司醫(yī)藥業(yè)合作伙伴黃培杰說：“隨著醫(yī)藥業(yè)新規(guī)頒布、不同競爭者入行，中國醫(yī)藥電商將快速轉(zhuǎn)型。”不過他也表示，這種轉(zhuǎn)型能不能一直持續(xù)下去，現(xiàn)在仍是一個很大的未知數(shù)。