互聯網醫療股集體走強 國務院允許網絡銷售部分處方藥
格隆匯4月23日丨阿里健康漲超6%,平安好醫生漲超4%,京東健康漲近4%,眾安在線漲近2%。國務院辦公廳15日發佈《國務院辦公廳關於服務 “六穩”“六保” 進一步做好 “放管服” 改革有關工作的意見》,其中第十七條提出:在確保電子處方來源真實可靠的前提下,允許網絡銷售除國家實行特殊管理的藥品以外的處方藥。花旗稱:全面放開網售處方藥,會倒逼醫藥產業鏈、乃至整個利益格局的調整。此外通過互聯網銷售處方藥,可以擠掉中間環節的水分,推動高價處方藥價格下降。目前醫藥市場的上萬億元藥品銷售額,其中85%來自處方藥,而這些處方藥銷售的主要渠道還是醫院和線下藥店,未來網售處方藥將有巨大成長空間,利好互聯網醫療企業。

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