Review 2014 Mobile Medical (top): Capital swarming giant admission

2014 is destined to be a milestone for the mobile healthcare industry.

Guided by benchmarking projects, investment institutions are "unable to sit down"

2014, a large influx of capital, mobile health related investment and financing surging, which also reflects the market changes. If the 2013 mobile medical undercurrent Surge, then 2014 is the industry blowout year, a total of more than 80 projects a year, the total financing of the target of nearly 700 million U.S. dollars, than the first 4 years of the sum of more than one times.

Almost every month, there are investment agencies to declare heavyweight investment, and refresh our understanding, we have "Interstellar crossing" the same. In addition to Tencent's $170 million dollar throw of two Big Macs, from the distribution of investment projects, there are mainly four types: Wearable equipment category 16, medical services 10, medical applications 13 projects, health applications 6 projects, of course, some of the more unique items can not be categorized.

Second, "The General Quantity" contestant starts to enter

To determine whether an industry will usher in the outbreak of opportunities, in addition to looking at the relevant market, policy and other aspects, but also consider the "gross" whether the players began to participate in it, such as BAT360 and millet. They continue in the financial, electric business, taxi, education, banking, O2O, film and other places in the "indented", now the war has spread to the mobile medical field.

1, Alipay "Future Hospital" plan, Ali Health, drug control code and the Day Cat Medicine Hall

The "Future Hospital" is a mobile medical platform that Alipay is building, and they want cumbersome medical procedures to be easy. Future patients will be able to directly complete registration, waiting, payment, check report and doctor-patient interaction online. For example, in general, patients need to wait outside the doctor's office or a large screen display serial number, and the future can be in the mobile phone-station query, and according to real-time station to arrange the time to go to the clinic, omit the waiting room door.

When the patient's test report or Diagnosis report results, the patient can be directly on the phone to view. In addition, when the doctor has prescribed the prescription, the patient may pay the payment directly in the Alipay system, then does not need to go to the window to wait in line; because they have passed, the medical card and Alipay binding, the future and health care settlement issues with the ecological evolution will be resolved, after the doctor completed, patients can also be evaluated to hospital.

Ali Health: In early 2014, Ali acquired CITIC 21st century 54.3% shares, is Ali healthy national large layout of the key hand, not only because they have a network to sell licences, but also grasp the current China's only drug regulatory code system. At present, they do two big business: first, want to master the data "faucet": Because data-driven operations are the basis of large pharmaceutical enterprises, is the basis of e-marketing. It is also a key bridge to cooperate with insurance companies. Second, is currently in Shijiazhuang and Hangzhou, Ali Health, starting from the C-terminal, through the prescription on the platform to buy drugs. So the fact that before the country officially began to start the medical separation, born with the entire pharmaceutical industry chain against the doctor and the hospital to break the existing interests of the pattern, want to pass their own strong strength, the formation of a new similar taobao in the electric business pattern of the fact of monopoly status. A double wheel drive to achieve the goal through strong subsidies and government executive orders is not progressing well. However, dr.2 that there is likely to be a national strategy for the pilot, so the need for dialectic to see. At least it pried a large stone, which may form a market expectation.

Drug regulatory code and the top floor design of the day Cat Medical Museum, may be with Alipay future hospital and Ali health form a big closed loop, related articles I wrote a lot, no longer repeat.

2, micro-letter "whole process treatment platform" and cross-platform "card-type" acquisition

Patients only need to scan the micro-letter two-dimensional code or search related "hospital name" to add concern, fill in simple personal information bundled Doctor card, you can use mobile phone to complete the appointment registration, payment, waiting queue inquiries and inspection reports inquiries and other procedures. Micro-letter team also joined hands with all over the health Bureau, announced a unified appointment registered "XX Health Tong" Micro-letter public service number, and strive to create a "pocket hospital." After full access to the network, the public will be able to enjoy the local hospital appointment registration, health file inquiries, micro-credit payment and other full process services. Further resource integration in the future, from Tencent 2 months large investment in Clove Garden and registered network can sniff out some clues.

But from the two sides "warring" region look, Alipay offensive more aggressive, the first access to more than 20 provinces, while the micro-letter to take 5 provinces and cities more than 70 hospitals, but because the micro-letter mobile end of the share significantly higher than Alipay, from the C-side reverse start, the future is still full

3. "Safe and healthy housekeeper"

Peace on October 28, 2014, launched the Health care app "Safe health housekeeper", including asking the disease, see the doctor, visit the community, collect information and measure health five modules, and the main medical consultation and family doctor concept, with private health consultants, and famous doctors online counseling as the characteristics of a one-to-one personal doctor service. Its publicity can provide users from the medical consultation to the daily health counseling services, and according to the user's health, for users to develop personalized health management programs to remind users to maintain a good healthy lifestyle habits. Weekly launch of "Famous Doctors Come" series of interrogation activities, and users of online medical interaction.

Safe and healthy combination of their original medical institutions and the advantages of insurance customer resources, reverse strategic layout, the implementation of the diagnosis and treatment of compensation for the integration of consultation. However, the current user activity is not high, and break through the business model "Party B" boundaries, will inevitably be a group of original medical partners to opponents, the future success or failure of the material!

4, the layout of Baidu

Baidu adopted a defensive strategy, in addition to the original investment in a part of good doctors, and for its diversion, this year mainly to rely on their own advantages, layout two dimensions. First, want to build the concept of data platform, to attract more third-party software and hardware companies will be sent up to the data, to build an open diversion of the "connected" ecology, but also to feed back, and with the help of its location of the government relations, the establishment of Beijing mobile health hardware information flow plan, but the Second, in other tyrants big spenders, Baidu will be the main source of resources to the internal "data mining" and "deep learning", to carry out technical reserves, look forward to the future with technology leading to break other so-called business model "paper Tiger"!

5, 360, Jing Dong and millet

360 this year also and the National Drug Administration to line up a drug database query, and then in this area is more quiet. In addition to Zhou 祎 into or out of a number of small projects of the financial investment, basically chose the contraction front, perhaps in the big strokes, perhaps waiting to observe. Jingdong is relatively simple, with the help of electricity quotient and the gene, to create an intelligent hardware starting platform, which naturally contains mobile medical hardware, and set up an open data platform, and then the data to the spring rain or other third-party platforms, to build an ecological, now looks like hardware starter is good, the other is still in construction, the future is unknown. In addition, the Beijing-east also layout a medical electricity quotient, expect the policy to occupy a certain share after opening. Millet continues to sacrifice its "Internet direct" and "cost-effective" large kill device, mainly along the hardware layout, invested a lot of mobile medical hardware enterprises including ihealth, and the application of its strong bargaining power, or acquisition or destruction or imitation, continue to savage growth. Future expectations to the hardware industry chain as the entrance, a forward cut into the mobile medical field, and with the penguin always some ambiguous, including joint promotion of products and common investment projects, intriguing!

Third, the pharmaceutical (device, equipment) industry chain of enterprises to enter quickly

Traditional players in the medical field are not idle and are gearing up in the field of mobile medicine. Taking pharmaceutical production enterprises and circulation enterprises as an example, selected several Representative enterprises. Their respective layout of different entrances, from mobile application development, pharmaceutical electric business, e-marketing, wear equipment, cloud service data and so on many places to penetrate. There are a lot of competition in the pharmaceutical electric business, and many pharmaceutical companies are unable to control the balance of the electricity quotient platform. Therefore, in the traditional enterprise outside the Beijing-east, the cat medical platform is rapidly advancing.

Kyushu Tong

Kyushu Tong began to test water pharmaceutical electrical business, in addition to the death of the "U Medicine" and the current operation of "good pharmacist" outside, its O2O professional buy medicine shopping platform "to buy medicine" app in September 2014 officially fully online operation. "will have the location of pharmacies, pharmacists counseling, the right remedy and other functions." Therefore, analysts and their internal team openly declared: "Kyushu Tong holding good pharmacists will get the largest market share, unlimited development!" "and" Good pharmacist "signed the entity pharmacies have 3,000, according to the plan, the end of this year will contract 10,000 pharmacies," plan 3 years to expand to 50,000. " But the problem is, they were so planned for the last two years, and it's probably going to have to continue this year, because it can't be done!

Dr.2 that Kyushu as a regional leading enterprises to test water and pharmaceutical electrical business, seemingly tun, but in fact its original medical background will become a huge obstacle. When he began to expand the business, the early days must be particularly fast, why? Because his own store will be absolutely strong support, then? There's no more. Throughout the world's case, the first echelon of the pharmaceutical and electronic business of the future belongs to the third party no suspense!

Jian Yi Net

China Resources Group's pharmaceutical E-commerce Platform Health Network officially announced that the first quarter of this year to complete 300 million yuan financing, the investment side for the Shanghai International Venture Company (SIGVC). So they are now developing a "Doctor of Health", hoping to get through the whole closed loop of medicine from interrogation to sale. But as with Kyushu, too strong medical background to hinder its growth as the first echelon, and their "internal closed loop" idea will likely encounter a fiasco, one is to lead to no partners for its diversion, and the second is too expensive, genetic wrong.

Ihealth

They are transforming from traditional home health electronics to mobile health products. Since 2010 the company has launched a series of ihealth products, and in the hardware, applications and clouds continue to increase research and development investment. Ihealth products in blood pressure, blood sugar, weight, blood oxygen, sports fitness and other fields have launched nearly 10 products, some products have passed the FDA, CE certification (European market certification). The company's current sales revenue mainly from the hardware, the actual sales of hundreds of thousands of units, around 20 million U.S. dollars, the backstage of the app and cloud revenue can be ignored.

Ihealth in the future will be from the strategic to the high competition barriers in the background (app and large data analysis management) Mergers and acquisitions extension, the acceptance of millet equity, the equivalent of an increase in a direct marketing channel. Then the future company's goal is to build the user's health large data, through these large data and insurance agencies, new drug research and development enterprises docking, so as to achieve commercial value.

Le PU Medical

August 2014, le Pu Medical release announced the establishment of Beijing medical Kang Century Technology Co., Ltd., holding 70%. Medical Kang Century company's positioning is very clear, mainly engaged in cardiovascular and diabetes wearable medical equipment research and development, sales and services. There is also a backend management for patients with their heart implants, and a platform for the patient's full life-cycle contact. He also acquired two drug-assisted marketing and a two-level hospital, hoping to create synergy for the popularity of their heart-medicine devices. Dr.2 feel, like "Taihe into" the same, after surgery, the platform of patient follow-up is feasible, can bring quality management for patients, improve efficiency for doctors, but its purchase of drugs and hospital practices may cross the line, the future will trigger the original channel partners rebound, the expansion of their business to bring systemic friction, a bit greedy, may not outweigh the gains!

In the next chapter, we will comb the reverse layout of his enterprise in this field, as well as some third party representative enterprises in the mobile medical industry at present.

(Responsible editor: Mengyishan)