Traditional medical enterprises test the water "Internet +" expect more dividends

The news that medical companies have tested the mobile Internet has come again. A few days ago, the Ci Ming medical examination and the National Engineering Laboratory of Anti-Tumor Protein Drugs of Tsinghua University launched the “early cancer detection” tumor project, which was successful in Jingdong crowdfunding. The industry believes that the rapid integration of new scientific and technological achievements with the Internet business model may reshape the professional medical ecosystem.

Traditional medical companies have long been involved in Internet medical treatment. For example, medical equipment company Yuyue Medical established its subsidiary Suzhou Medical Cloud Health Management Co., Ltd. in February this year. In April, it signed a strategic cooperation framework agreement with Ali Health. In May, Medical Cloud Health was launched. "Big Doctor" APP.

On July 5th, Jintai De Pharmaceutical Co., Ltd., a subsidiary of Kunming Pharmaceutical Group, and the “Easy Review” of Baiyang Pharmaceutical Group announced a comprehensive strategic cooperation. It is understood that the "easy review" system integrates the functions of "doctor-patient communication", "health file" and "drug purchase", extending the doctor's service ability from the past "pre-diagnosis" and "diagnosis" to "post-diagnosis" ". It has covered 23 provinces and cities nationwide, with more than 80 hospitals and nearly 10,000 online doctors. Li Bin, general manager of Kunming Pharmaceutical Jintai Pharmaceutical Co., told reporters that the "Internet +" action is the general trend. If you don't prepare in advance, you may not be able to come later.

Then, Shanghai Pharmaceutical announced on July 6 that it will cooperate with Wanda Information Co., Ltd. in the field of Internet medicine and medical information. According to industry analysts, Wanda Information's hospital information products cover many medical institutions across the country. This cooperation, or can be regarded as a link in the layout of the Shanghai medical e-commerce system, it is not difficult to see its intention to open the "medical" end and the "medicine" end.

The pharmaceutical industry is a policy city. Without the hot air of policies, good projects are also difficult to fly.

The "Guiding Opinions on Actively Promoting "Internet +" Actions" issued by the State Council recently proposed 11 key actions. The "Internet +" Yimin service ranked sixth, and the whole paragraph stated "promoting a new model of online medical care". . Including "actively using the mobile Internet to provide online booking medical treatment, waiting reminders, price payment, medical report inquiry, drug delivery and other convenient services"; "Encourage Internet companies and medical institutions to establish a medical network information platform, make full use of the Internet, big data, etc. To improve the ability to prevent and control major diseases and public health emergencies; "actively explore the use of Internet medical services such as Internet extension medical orders and electronic prescriptions."

The report of Minsheng Securities pointed out that the release of this document will effectively promote the current medical health platform construction, as well as the development of big data and cloud computing applications, and optimistic about the development prospects of Internet medical.

Guotai Junan analysis believes that Internet medical care is booming. For example, at the hospital end: from traditional medical informationization to network hospitals, and then to the network hospital O2O model based on grading diagnosis and treatment and cloud service as the background, to create a one-stop medical medical management closed loop. In addition, in the pharmaceutical sector: pharmaceutical e-commerce subverts the traditional pharmaceutical circulation industry chain and creates pharmaceutical circulation O2O. The important key to the development lies in the further liberalization of policies.

Based on the total number of people in the country in 2014 reached 7.8 billion, industry insiders predict that any of the roles of doctors, hospitals, patients, and medical companies will become the entry point for "Internet +" medical care.

In the medical Internet, mobile medical care represented by "online medical treatment" has been receiving much attention, and hundreds of millions of dollars have been continuously entered. But it is also controversial because there are still many pain points that have not been resolved. For example, patients do not feel that mobile medical care is as convenient as “Drip Drop”. Doctors also believe that some APP functions are limited and imperfect, and medical core services are still “moving”.

According to the 2014 Doctors' Internet Behavior Insight Report, the status quo of online medical treatment for doctors and patients is “demand, no action”. Only 60% of doctors in mainland China have an attitude toward online diagnosis and treatment, and this proportion is in Hong Kong and Taiwan. They reached 91% and 86% respectively.

Li Tiantian, founder of Lilac Garden, said at the 11th China Health Industry Summit Forum that the latter two have been driven by the three-dimensional mechanism of promoting the health industry, capital and the Internet, but the mechanism is not enough. For example, in Hangzhou, there is a physical hospital that pushes mobile phones to pay, but only 2.8% of them use it because medical insurance does not support it. In addition, China's medical insurance only treats diseases and has not been included in rehabilitation and nursing.

Because the medical industry is very different from hotels and taxis, it is a highly regulated and relatively slow-moving industry, especially in terms of policy openness. According to the "Administrative Measures for Internet Health Care Information Services" issued by the former Ministry of Health in 2009, "health care information services shall not engage in online diagnosis and treatment activities."

"The reason why the country did not encourage it, even the media called it stop, its starting point is to make the industry more standardized." A senior executive engaged in Internet medical treatment told reporters that some pure speculation concepts in the future may be relatively simple. The products may be eliminated, and some regular good products may be slowly recognized or become mainstream, but there are still many rules to protect and improve.

For example, the scope of diagnosis of online doctors, how to price, whether you can practice online more, how to achieve Internet extension, electronic prescription opening process, pharmacy physician dispensing qualification, drug delivery requirements and so on.

With the continuous increase of the "Internet +" model, the medical field will continue to be sought after by capital in the future, but analysts suggest that we should not simply think that we can subvert the existing medical model, which will be greatly resisted in the early stage; secondly, Don't copy the successful cases of the Internet to transform other industries, and it is more practical to explore from the moment.

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