Review 2014 mobile medical (top): capital flocked giant admission
For the mobile industry, in 2014, is destined to be a milestone.
First, guided by benchmarking projects, investment agency “sit”
In 2014, admission to safety by a vast amount of capital, surging investment and financing related to mobile medical field, it also reflects the changes in the market. If 2013 mobile medicine simmering, then in 2014 will be a blowout year year invested a total of more than 80 projects, total financing of nearly $ 700 million over the previous 4 years of combined 1 time.
Almost every month, there is investment agency announced the heavyweight investment targets, time and time again to refresh our knowledge, we have “Star crossed”. Apart from Tencent Howe threw 170 million dollars of the Fund other than two big Macs, seen from the distribution of investment projects, there are four main types: the wearable device class 16, medical services 10, 13 medical application class projects, health applications 6 projects and, of course, there are several more unique items that cannot be sorted.
Second, the “huge” player admission
Determine whether the industry will usher in an explosion of opportunities, in addition to see outside the relevant market, policies and other surfaces, should be considered “generally” does the player began to participate, such as BAT360 and millet. They continued in the financial, business, taxi, Department of education, banking, O2O, film “jagged”, now war has been spreading to mobile medical field.
1, PayPal “Hospital of the future” program, Ali, health, pharmaceutical regulatory codes and cat medical library
“Hospital of the future” is PayPal is building a platform for mobile medical treatment, they want complicated medical procedures easier. Future online can be done directly on registration, patient waiting, pay bills, view reports and doctor-patient interactions, and so on. For example, under normal circumstances, patients need at the doctor’s Office waiting for physicians called or for large screen displays the serial number to see a doctor, which can be called at mobile phone queries and station-to-station schedules time visiting the Office in real time, eliminating the waiting at the doctor’s Office the door.
When the patient test report or Diagnostics after the report came out, the patient can be viewed directly on the mobile phone. In addition, doctors who prescribe prescriptions when you are finished, the person may directly in the PayPal payment system, you no longer need to go to window waiting; because they had already been adopted and binding the medical card and PayPal, settlement problems with health care in the future will be dealt with with the ecological evolution, when the treatment is complete, patients can also be evaluating hospitals.
Ali’s health: the beginning of 2014, Ali’s acquisition of CITIC 54.3% stake in the 21st century, Ali national layout key to health, not only because they are net sales licence, but also holds the only drug supervision code system in China. So far, two large business they do: first, the master data of the “tap”: data-driven business is the basis of large pharmaceutical companies, are the basis of e-marketing. Also work with insurance companies is a key bridge. Ali and landed in Hangzhou, Shijiazhuang, is now in the second health, starting with the c-Terminal, platform parity through prescription drug purchase. Such facts as the country got started before medicine apart, born against and the entire medical industry chain, breaking the vested interests of the doctors and hospitals, and think through their own strength, forming new Taobao e-commerce landscape in the fact that monopoly. Strong subsidies and Government through Executive order for two-wheel drive to achieve goals, is proceeding smoothly. But Dr.2 think this is likely to have a national strategy pilot, dialectic is therefore required to see it. Leveraged its a big rock at least, might formed a market expectation.
Pharmaceutical regulatory codes and cat medical library of top design, possibly with Alipay hospital health and Ali in the future to form a closed loop, and related articles I’ve written, and will not repeat them.
2, the app “platform for full track clinic” and cross-platform “card type” acquisition
Patients only need to scan micro QR code or searching for “name of hospital,” added attention, fill out simple personal information bundle visit card, you can use the phone to make an appointment, the payment, the waiting queue, such as query and report query procedure. Micro letter team also worked local health Bureau, announced that consolidated booking registration “XX health pass” weixin, public service, and to create “pockets of hospitals.” after all access network, members of the public will be able to enjoy a number of local hospital to make an appointment, health archives, micro-payment process services. Further resources, within 2 months of substantial investment from Tencent dxy and the registered network can sniff out some clues.
But the two sides “at war”, more the Alipay offensive thrusts, the first access over more than 20 provinces, while the app won over more than 70 hospitals in 5 provinces, however due to mobile’s share is significantly higher than PayPal, starting from the c-Terminal reversed, the future is still full of variables.
3, the “healthy housekeeper”
Christmas on October 28, 2014, the introduction of a health care APP “healthy housekeeper”, including questions about disease, going to the doctor, visiting communities, collecting information and the health of the five modules and main concept of doctor visits and family doctors, private health care provider, features and instant online medical consultation, implementation of one-on-one private doctor service. Its advocacy can provide from medical diagnosis to everyday health advisory service, and according to user health, develop a personalized health management plan for the user, reminding you to maintain good health habits. Weekly launched the “doctor series” interrogation activities, online medical interactions with the user.
Ping an health resources based on existing medical and insurance customers the advantages of reverse strategic planning, implementation of diagnosis and treatment Advisory payment integration. But the current user activity is not high, and breakthrough business models “party a party b” boundaries, must be a former medical partner pushes to the opponent, future uncertain!
4, Baidu’s layout
Baidu adopted a defensive strategy, along with its investment part of the good doctor, and diversion for them outside this year mainly rely on their own advantages, layout of two dimensions. First, wanted to build a data platform, attracting more third-party software and hardware companies to pass on the data to construct an open drain “connection type” ecology, feeding, with its seat of Government, a Beijing mobile hardware information to health plans, but it is progress. Second, at a time when other local big spenders, Baidu will be primarily within the cast for “data mining” and “deep learning”, technology stocks, looking forward to technologically advanced piercing other so-called business model “paper tiger”!
5, 360, Jingdong and millet
360 this year and the State drug agency launched a drug database queries and then is relatively quiet in this area. In addition to Zhou hongyi t enters or exits a few small items financial investments other than basically chose contraction front, perhaps reserved for bigger, perhaps waiting to see. Jingdong is simple, thanks to the electrical contractor and raising gene, create intelligent hardware first platform, naturally includes mobile hardware and building open data platform, then data leads to rain or other third-party platforms, building an eco-now look like hardware starting well, others still under construction, the uncertain Outlook. Additionally Jingdong layout a pharmaceutical business, expected policy occupies a share after opening. Millet continued to sacrifice its “Internet direct sales” and “cost” of the killing machine, mainly along the hardware layout, investing a lot of mobile hardware businesses including the iHealth, and its strong bargaining power, or acquisition or destruction or imitated continues to savage. Future expectations with the hardware industry chain as a portal, dip into mobile medical field, and with the penguins always somewhat ambiguous, including joint products and joint investment promotion projects, thought-provoking!
Three, medicine (instruments, equipment) industry chain on the enterprise to quickly get
The traditional players in the medical field has not been idle, limbering up in the mobile health care in these areas. Pharmaceutical manufacturers and distributors, for example, select a few representative companies. Each of them have different layouts entrance, from mobile application development, medicine, electrical contractor, e-marketing, wearable devices, the air infiltration with service data and other. Medical electrical contractor cut also has a variety of race, many pharmaceutical companies because of their background, can not control balancing e-commerce platform for this cake. Thus, in Jingdong, cat medicine outside of the traditional enterprise platform is moving forward rapidly.
Kyushu
Kyushu started testing the waters medical electrical contractor, in addition to the dead, “u of u medical medicine” and currently operates in “good medicine”, the O2O professional medicine purchasing guide platform “to buy medicine” APP is officially in September 2014 for fully implementing the operations. “Positioning will have features such as pharmacy, pharmacist advice, prescribe. So analysts and its internal team declared: “Kyushu holding good pharmacists will have the largest market share, development infinite! “” Good medicine “contracting entity pharmacies to have 3,000, according to the plan, signing 10,000 pharmacies by the end of this year,” plans to expand to 50,000 within 3 years. “but the question is, who two years ago was such a plan, it is estimated that this year might have to continue with this plan, because cannot perform!
Dr.2 believes that Kyushu as the leading regional companies water pharmaceutical business, may seem easier, but in fact its original medical background will become a huge obstacle. When he began to grow their business, when early certainly faster, why? Because his own store are absolutely strong support, so then what? There and then. The case throughout the world, medical electrical contractor the first echelon of the future belongs to a third party without suspense!
Health Net
Medicine e-commerce platform owned by China Resources group health network officially announced that the financing has been completed by the first quarter of this year to 300 million Yuan, the investor for Shanghai international venture capital companies (SIGVC). They also developed the “kin one doctor”, from visits to sell medicine hopes to get through the entire loop. But like Kyushu, strong pharmaceutical background hampered their growth as first-tier, while their “internal loop” idea may come a cropper, is the lead partner for the diversion, the other is the cost too high, gene is wrong.
iHealth
They are moving from traditional home healthcare electronics to medical and health product transformation. Starting in 2010, the company launched the iHealth products, and on the hardware side, applications and cloud continue to increase investment in research and development. IHealth blood pressure, blood glucose, weight, oxygen, sports and other fields have launched nearly 10 products, some products have passed the FDA, CE certification (European market). Company sales revenues from hardware, actual sales of hundreds of thousands of units, about $ 20 million, APP revenues can be ignored and the clouds in the background.
IHealth will be strategically behind high barriers to competition (APP management and big data analytics) extends merger, after accepting the millet shares, equivalent to adding a direct sales channel. Future company’s goal is to establish health data users, from these data, new drug research and development company with insurance agencies, such as docking, in order to achieve business value.
Lepu medical
In August 2014, lepu medical announced the setting up of the Beijing Kang-era technology limited and holding 70%. medical health company’s position is very clear, and wearable medical devices for cardiovascular and diabetes is mainly engaged in research and development, sales and service. As well as its backend management of patients with implanted heart devices, and full lifecycle engagement platform between doctors and patients. He also bought two drug-aided marketing, there’s also a level-II hospital, hoping for their popularization of Cardiology devices develop. Dr.2 feel like “Ty”, the platform for patient follow-up after surgery is feasible and can provide patients quality management for doctors to improve efficiency, but may have crossed purchasing drugs and hospital practices, can cause rebound in existing channel partners in the future, systemic friction to their business development, somewhat greedy may outweigh the!
The next chapter, we will sort out HIS business in the field of reverse layout, and certain third-party representation of enterprises in the mobile industry.