In the future, the total scale will be more than 8 trillion of the health service industry, attracting various capital beach layout mobile medical care.
A week ago, a U.S. mobile medical company called Castlight Tiyatien was officially listed on the NYSE, its shares rose 1.5 times-fold. In fact, the company's losses continued to grow over the past three years, with 2013-year losses reaching $62.2 million trillion, about three times times the 2011 loss.
The Castlight Tiyatien market has sparked a surge of enthusiasm in the mobile medical industry. For China's mobile-medical industry, the footsteps of spring are faintly audible, despite the many technical unknowns and policy uncertainties ahead.
The Internet of Things is a timely
Line 3, the Doctor is only 3 minutes, this is a lot of Chinese patients in hospitals, especially well-known large hospitals must experience the suffering and depressed.
"My two assistants and I had to see 80 patients a morning, two or three minutes a patient, and a lot of people were not in a number and had to spend hundreds of thousands of dollars to buy numbers from scalpers." "For the current social problems in general, Bai Chun, director of respiratory Medicine of Zhongshan Hospital affiliated to Fudan University, has a personal feeling."
During the two sessions, Zhong, academician of the NPC and Chinese Academy of Engineering, said in an interview with the media: "A slightly more famous doctor needs to see 50 patients a day, how easy?" How can you be cheap if you prescribe more drugs and check more? Line 3, doctor 3 minutes, how can doctor-patient relationship improve? ”
"On the other hand, there are many people because of rescue less untimely, the famous singer Teresa Teng died of asthma sudden death, at that time only 42 years old, crosstalk artist Yaowen because of sudden heart-borne heart disease death, at that time only 59 years old, if there is internet medicine, will change this state." Bai Chuncho stressed.
In addition, China also has a higher prevalence of heart and lung disease, 30 million patients with asthma, 20 million sleep apnea, 65 million patients with chronic heart disease, the annual death of chronic disease of 1.28 million people, equivalent to death per minute more than two people.
How to solve these problems effectively? Increase the hospital, then increase the medical cost, the well-known hospital forever patient gathers, increases the doctor quantity also cannot protect the patient every time.
In Bai Chuncho's view, the traditional "to hospital, outpatient follow-up" Medical model not only more and more difficult to meet people's demand for high-quality health resources, but also can not effectively do important organ disease early warning, early detection, timely treatment and avoid sudden death. To solve these problems, it is necessary to replace the existing passive treatment mode of "hospital after disease" with the modern medical model of "early warning and early active treatment".
At present, with the advent of modern IT technology, infinite sensing technology and IoT technology, this advanced medical model has become a platform that can be realized.
"Comprehensive use of cloud computing, wireless sensors and related software of the Internet medicine, can be detected through wireless sensors important organ function, support real-time rescue and treatment, the massive detection data for deep processing and mining, fine, dynamic and intelligent management of disease early warning, early diagnosis and monitoring treatment, Improve medical resource utilization and health levels, as well as data collection for multicenter clinical trials. Bai Chuncho the Securities Times reporter.
In his view, compared with the conventional medical model, the medical model of Internet of Things has a full space-time mobile effect, easy to prevent disease, diagnosis is easier, and diagnosis is not limited to hospitals, can be in the family or even mobile diagnostics. In the management, can also be in full time and space to monitor the disease, adjust the program, adjust the drug. The outpatient service coefficient and the severity of acute exacerbation are less than the conventional mode, and the social benefit is more than the conventional mode.
The advent of the mobile medical age
The medical and health sector is heartened by a number of opinions on promoting the development of health services, issued by the State Council in October 2013, for the problems of the general public and the difficulty of seeing a doctor.
It was suggested that by 2020 the basic health service system should be established, and the total size of health services would reach more than 8 trillion yuan. The author puts forward eight major tasks, and advances the information of health service as one of them.
Specifically, it is to make the data standards of relevant information, strengthen the construction of information management system such as hospital and medical insurance, make full use of existing information and network facilities, and realize the sharing of information such as medical security, medical service and health management as soon as possible. The development of telemedicine, the gradual expansion of digital medical equipment, to explore the development of portable health data acquisition equipment, with the Internet of Things, mobile network integration, and continuously improve the level of automation, intelligent health information services.
And one of the eight tasks of the 2014-year medical reform, which is determined by the National health planning system, is to speed up the development of the nationwide healthcare Information Project and the Jin Jin Project, strengthen the national Integrated management platform and the regional Population health information platform, effectively integrate the total population information, electronic health files and electronic medical records Regional information platform to realize the interconnection of information resources, and strengthen the construction of telemedicine system for grass-roots and remote areas.
In these respects, the people's Hospital of Peking University, located opposite the National Wei Planning Office Building, is at the forefront of the country. Not long ago, the hospital Information Center director Liu was appointed as the newly established Zhongguancun Mobile internet Industry Alliance Mobile Medical Professional Committee first chairman.
In Liu's view, the hospital is facing the challenges of continuous improvement of medical service, continuous improvement of medical quality, scientific, professional and meticulous management of modern hospital operation. He said to the securities Times reporter that these challenges imply a potential opportunity to make use of large data generated by Internet users to bridge the gap between professional terminology and popular language, and to achieve efficient and accurate information services on the basis of the user's intention to understand. Based on large data machine learning technology, build user model and tailor app , providing personalized service, health prediction and early warning based on large data analysis of wearable equipment.
At present, many hospitals have already acted, comparatively speaking, the advancement of the Big hospital, the famous hospital will be more difficult, after all, the burden is heavier. However, according to the Securities Times reporter learned that the current medical information in the relatively lagging Beijing Concord Hospital, is learning to track the latest advances in mobile medicine, hoping to make a difference in this area.
Gale, a start-up software chairman, told the Securities Times reporter that the opportunity for mobile medicine lies in the fact that information becomes the basis of health management, the Internet of things and the human local area network Enter the family, and the mobile Web subverts the civil market pattern. But he also cautioned that China's development of mobile medicine also faces challenges, with home care and sports and fitness markets mainly in North America and Europe, where the cost of moving health requires structural changes in health care, and the overall health care industry is not working well together, and there is a lack of large-scale deployments beyond earlier trials.
Cai Xiang, executive director of the Fund, said that China's mobile medicine is similar to the 2002 E-commerce, an estimated 3-5 years of exploration period.
Zhangjian, founder of the Live network, also holds a similar view. He believes that the current mobile health industry has not been to the outbreak point, only through the implementation of the link may usher in the industry blowout, its important reference is "Alipay" for the role of E-commerce.
For future trends, Intel China investment director Wu Zonghui said to the securities Times reporter that mobile medicine is just beginning in the country, business model needs to explore, pay users need to cultivate, the future market potential is the largest combination of software hardware remote monitoring and Remote data collection, this model is sustainable.
Hee-Kang Alps general manager Shuengzhu that the mobile medical and wearable equipment is the essence of the pursuit of real-time, convenience, non-binding, disposal, as long as the above purpose can be achieved, should not be limited to wear wrist or frame on the bridge of the nose. In addition to the wrist watch and glasses, there are other kinds of portable equipment, such as Fuji film using soluble micro-needle structure developed by the 100um~2000um needle, needle is soluble needle, for the safety of polysaccharide materials, containing drugs, painless, can be like a band-aid to complete painless injection.
Mingyu, a ZTE investment director who has been investing in health care, in the future for a long time, old and young, chronic diseases, sports people will be mobile medical care of the three groups of services, mobile medical equipment must have the characteristics of the operation of the Fool, the results of reading, conclusions clear.
Who has the main industry ups and downs
Many well-known enterprises at home and abroad have sniffed out huge business opportunities and began to lay the force.
Shan, deputy dean of information Science and Engineering College of South Central University, briefed the securities times, and in 2012, China Mobile and the Hunan-South University Hospital established a mobile medical laboratory, mainly in Xiang-ya hospital, and the Institute of Information Science and engineering is responsible for technical work. Mainly carries on three aspects work: first, realizes the regional medical information sharing through the Internet, mainly is the electronic medical record sharing, second is the big data obtains, 5 years invests 100 million yuan, for 100 departments collects the medical large data; Three is constructs the health management platform.
Founder Information Industry Group, which plays the role of industry leader in news and publication, New Media, radio and television, printing and other fields, is also opening up new business areas, trying to enter mobile medical care. There are many enterprises to solve problems such as the difficulty of the emergence of the enterprise, and by the investment agencies in pursuit of which to Clove garden, Doctor Spring, aunt, apricot trees, etc. most well-known.
Spring Rain Doctor CEO and founder Rui on the industrial chain of the doctor's position is: the Internet on the general practitioner, medical behavior entrance, alleviate the shortage of medical resources, dispensing medical resources imbalance, do not do hardware but can provide equipment manufacturers interface.
In his view, the Doctor Chun Chun is the exchange and trading platform for doctors and patients, including self diagnosis, consultation and guidance, will help doctors achieve time liberation, power liberation, geographical emancipation and intellectual liberation. The so-called "power liberation" means to help doctors maintain doctor-patient relationship through the platform, to attract and manage their own fans, and then convert them into personal service consumers; the so-called "geographical liberation" refers to more than 80% of the users of the spring rain platform in less developed areas of medical resources, But through the spring rain platform can still enjoy a wide range of high-quality medical resources.
Previously, the spring rain has received a total of 11 million U.S. dollars in financing, according to the Securities Times reporter the latest understanding, Spring rain, the third round of financing has been negotiated, but there are other private equity funds to find spring rain to discuss investment matters. However, in the investment community, while the spring rain is also facing the "online doctor level is not high or even more difficult to do" question.
In the United States, Microsoft, Apple, Intel and other IT industry giants are moving into mobile medicine. Intel has previously invested in a wearable equipment company in the United States, although it has been acquired and become a part of the company, according to Wu Zonghui, director of investment at Intel China.
In addition, there are a large number of small companies involved in the field, and formed a different business model. Among them, focus on the diabetes management platform WellDoc has "potential stocks" qualification; Cardionet's flagship medical spending transparency tool, known as "high-handsome," has since entered the U.S. insurance system last year, the company's share price rose to $10 trillion last year from $3 trillion in 2012.
"The existing enterprises are in the trial and error stage, not a pioneer will become martyrs, for reference to the development of the Internet industry, charging mode of innovation may produce industry leader." "For the development of mobile medical enterprises at home and abroad, ZTE Investment director Mingyu said to reporters.
Hui, Deputy Secretary-General of the China Technology Entrepreneurship Association, told reporters that patents are better than research and development, and that intellectual property rights should be the core strategy of mobile medical care, both now and in the future. "The Future of mobile medical competition will be dominated by companies such as Microsoft, Apple, Intel, Sony, Hewlett-Packard and IBM, which are doing a lot of patent layouts, where patents can be made, and where the frontiers of these companies are expanding." "he said.
Overseas Mobile Medical Industry
Success Stories
Epocrates: The Mobile Medicine dictionary helps doctors make prescription decisions by providing doctors with a database of drugs and clinical treatments on their phones. The company was listed in 2011 and was acquired by Athn in 2013, with a 2012-year income of $120 million, 80% of the income from pharmaceutical companies and 20% from doctors.
Castlight: Medical spending transparency tool, just landed on the NYSE on March 14 this year, with an IPO valued at $3 billion trillion.
Practice Fusion: Online Electronic medical record service provider, 2013 financing 70 million U.S. dollars, a total of 134 million U.S. dollars financing.
ZOCDOC: Booking platform for patients to provide free booking service, online referral doctor appointment, to the doctor fees, financing nearly 100 million dollars.
WellDoc: Mobile end of the diabetes management platform for patients to provide diabetes management programs, the relevant products have been approved by the United States FDA, income from the insurance companies and large corporate welfare programs, in early 2014 financing 20 million of dollars.
HealthTap: Online doctor-patient question and Answer website, 2011 A round of financing 11.5 million U.S. dollars, 2013 B round of financing 24 million dollars.
Cardionet: Provide long-term long-distance heart monitoring for patients, charging insurance companies and research and development agencies. 2008 listing, 2012-year income of 110 million U.S. dollars, 2013 years ago three quarters of 172 million U.S. dollars.
(Responsible editor: Lu Guang)