Internet Medical Series (i): is the breakout point coming?

In just a year's time, the Internet medical care from the "gap between survival" into a "people love."

October 13, the registration network refreshed the Internet medical field of financing record, announced the acquisition of more than 100 million U.S. dollars in financing; Before that, Dr Rain announced in August to obtain a C-round financing of 50 million U.S. dollars, clove Garden in September after the financing of 70 million U.S. dollars.

"Such a large number is rare in the entire mobile internet sector," he said. "AI Media Consulting CEO Zhang to NetEase Technology, media Consulting is China's first specifically for the mobile internet industry to provide market research and development of third-party industry research institutions." According to Zhang's experience, in the mobile Internet field, 10 million-50 million U.S. dollars of financing is common, more than 60 million dollars in financing is relatively rare.

According to Zhang's observation, since the second half of 2013, the focus of capital on mobile medical care is already visible, "2011, 2012, Mobile medical investment in the case, there are very few investments, but people do not take it as a matter of fact." But the attention to mobile medicine, the beginning of the second half of 2013 has formed a momentum, 2014 is a must see the field of investors. ”

However, the combination of the Internet and health care is not just beginning. About more than 10 years ago, the Internet medical profession, which provides health education, medical information inquiry, electronic health records, disease risk assessment, online disease counseling and rehabilitation, has been born with Internet as its carrier, and in June 2013, a well-known financial media report headline Internet medical dilemma for survival ".

Internet medical outbreak point, really come?

Who blew up the investment?

Changes in the investment situation in the second half of 2013 since the medical field of a series of policy positive.

September 28, 2013, the State Council on the Promotion of health services development in a number of views issued, which proposed "non-entry", where the laws and regulations are not expressly prohibited areas, all have to open to social capital; All areas open to local capital should be open to foreign capital. This makes the private capital into the medical health field of the "glass door" is expected to break.

February 2014, "a number of views on the practice of physicians (draft)" began to solicit opinions, as the key content of health care physicians more practice is expected to further open up.

May 2014, the State administration of Food and Drug Administration in the release of the Internet Food and drug management measures (draft), it is expected to be in October or 2015 New Year's day before and after the landing, the approach to the implementation of the deal that includes prescription drugs can be sold online. Also in May, the State Council issued a notice on the key tasks of the 2014 to deepen the reform of the medical and health system, which will push forward the priority of reforming the public hospitals, and rigidly stipulate the specific completion time of each task. According to media reports, public hospital reform in 2015 will focus on big moves. Next, the state will vigorously reform the public medical institutions of the personnel and remuneration agencies, and explicitly put medical personnel from the unit to the Community people.

"The policy of all-round release, the medical industry is very good, so the capital came in." "Spring Rain Mobile health Vice President Billei so think.

"The direction of the national policy is based on the market mechanism, with the doctor as the main medical unit." "Spring Rain mobile Health CEO Rui to NetEase technology explanation, it used to be a mighty army, but now the number of private hospitals in China is as much as that of public hospitals, although in the short run, the resources of private hospitals cannot be compared with the quality medical resources of public hospitals, but the contrast of these forces will gradually change. "On the one hand, the state's policy is to strictly control the development of public hospitals, such as Beijing has proposed in the next five rings will no longer be a new public comprehensive hospital," he said. On the other hand, it has liberalized the development of private hospitals and let social capital come in. Meanwhile, doctors are letting go of more practice. In the long run, this will greatly increase China's medical supply. ”

How is capital laid out?

Zhang himself invested in a stake-raising platform Vchello, with many entrepreneurs and investors on the top of projects, looking for projects, and he found that there are now more mobile medical programs on the platform.

According to incomplete statistics, the current mobile medical app has more than 2000, the treatment process of registration, interrogation, buy medicine, payment and other aspects of the enterprise in the layout.

In the field of registration, the registration network created in 2010 recently received 100 million dollars in financing. According to the registered network to provide NetEase technology data show that the registered network now has more than 30 million of the real name registered users and 10多万名 key hospital experts; 2011, 2012, 2013, registered network cumulative service patients were 6.5 million, 28 million, 72 million, As of August 2014 has exceeded 100 million; in the future, the new mobile medical open platform of registration network "micro-medical platform" will be with micro-letter, QQ through, for hospitals and doctors to provide interface.

In the consultation process, get the C round 50 million dollar financing of the spring Rain Mobile health was founded in 2011. Spring Rain said the new round of 50 million financing is mainly used to expand the number of users and doctors, currently, the platform has more than 40,000 online doctors, the activation of the user has more than 33 million, the current platform of users are still growing rapidly; Spring Rain Mobile health brand director Xu Yan said to NetEase technology, Before the end of 2013, the number of online doctors was about 15,000, followed by a 25,000 increase in less than a year, according to the current day of the Spring doctor's app new level estimates, the end of next year, spring rain Doctor users can reach 100 million, the doctor volume of 200,000. At present, the spring rain has begun to work with pharmacies, hardware equipment manufacturers and other cooperation.

It is Alibaba that attracts attention in the purchase of medicine. At the end of January 2014, Alibaba, in order to obtain the third party drug dealers pilot license and drug regulatory Code system, announced the joint Yunfeng Fund, CITIC 21st Century Ltd. to carry out a total of 170 million U.S. dollars (about 1.037 billion yuan) strategic investment, the acquisition of its 54.3% stake. Alibaba bought Citic 21st century, aimed at its subsidiary, Hebei Eye Medicine Technology Co., Ltd. 95095 medical platform online drug trading license, and it is China's first third-party online drug trading license.

In addition, the treatment process of the "payment" link can not be underestimated, Alipay will seek to use its layout of a health financial industry chain. In May this year, Alipay launched the "Future Hospital" program, the main carrier is to pay the service window platform Alipay Wallet, the Truth name account system, payment capacity, cloud computing platform, etc., the hospital into the service window platform, you can use these resources for self operation. Alipay technology to provide the digital display, up to now, and Alipay has reached the cooperation of more than 20 hospitals, the vast majority of the three hospitals, including the official line of the hospital has 12, and there are more than 50 hospitals are in contact.

But Alipay is not satisfied with this: According to Alipay's plan, in the next two years, through the opening of its mobile platform capacity, payment and financial solutions capabilities and data capabilities, to help hospitals establish a mobile medical service system, to achieve registration, waiting, hospital navigation, payment, to access reports, doctor-patient interaction, such as the whole process of mobile doctor And then the second stage, Alipay future hospital service chain will extend beyond the hospital, including drug delivery, insurance and other links will be added to the service platform. This process takes roughly 3-5 years to plan; the third phase is based on large data health management, in the "future hospital" concept of Alipay, will output cloud computing and large data capabilities, to medical institutions, medical equipment or wearable equipment manufacturers, through the development of data standards and open interface, Build a health management platform based on large data to help the health service change from treatment to prevention.

Different voices: The speed of development is overrated

However, in the massive capital advance, there are also different voices.

To get 70 million dollars to finance the Clove Garden CEO Lee is still calm every day, he said, "We all overestimate the pace of development of the industry." Li has two reasons every day:

First, domestic and foreign health care is slow and high regulation of the industry, because it is highly related to human health. Now, although the policy has a tendency to open up, but as the core of health reform doctors more practice policy, free practice policy has not landed. "The policies we see now are still coy and shy." It is not from the point of view of liberating the doctor's productivity, from making the doctor from the unit person into the social person. "Li Tiantian to NetEase Technology pointed out, and explained:" Doctors more practice, now need to agree with the unit, this is tantamount to tiger. This is equal to the unit worked hard to bring you out, and then you go to work for others. All public hospital deans have objected to this, which makes the process very slow. ”

Second, mobile internet technology can improve efficiency, but it cannot subvert the entire medical model. "The core of medical care is one: medical services between doctors and patients." Li Tiantian stressed. His own understanding of subversion is, you can not go to the hospital to achieve the full exchange of doctors and patients to solve the patient's problems; To do this, the need for virtual reality technology help, doctors can quickly see the patient systemic lesions, can use the manipulator to touch patients and so on, but now far from this level. Now technology can only do simple online consulting and data collection. Li Tiantian is not agree with the current way of remote interrogation, "strict medical diagnosis, including interrogation, physical examination (i.e. touch, pinch to the patient), auxiliary examination (that is, urine inspection, blood test, etc.), simple interrogation will be wrong." He stressed that "medical services just can't be patient-centered, medical is a semi compulsory service, medical quality, patient safety, these two are not satisfied, any so-called provide convenience, reduce pressure, are not responsible for patients." ”

It is undeniable that, as Li Tiantian said, the current Internet medical services, even if including registration, interrogation, drug purchase, payment and other links, but still "in the periphery of medical activities".

Beijing Peng Tai Haida Technology Co., Ltd. (54doctor) Company general manager Zhou Pengyuan deeply feel the medical system open to the Internet is not easy. He told NetEase technology, the hospital's Internet construction, is still at a very early stage.

Zhou Peng is far from cautious and optimistic about some of the current business innovations in mobile medicine. In his view, in the registration, some sites may have a part of the hospital's source, but the source is scarce resources, all over the place has its own registration platform, he to the commercial web site can get the proportion of the source and its connection with the hospital is close enough doubt. On the interrogation side, he thinks that the doctors who gather on the applications such as good Doctors Online, spring doctor, Clove Garden and so on are highly coincident, and some of the top doctors are not on these platforms, so the business value is limited. At present, online pharmacies can sell drugs category, limited to daily life in contact with the category of over-the-counter drugs, this part of the market space and profit than the prescription, a lot smaller. In the past, the sale of prescription drugs is to take the hospital channel, has formed a fixed marketing chain, to break these are not easy.

For doctors to practice more, Zhou Pengyuan that, although the direction is to open up more practice. However, the doctor is actually tied in the system, "in China, the doctor's personal brand is weaker, patients are generally directed to the hospital brand, the doctor left the hospital, the value of a larger loss." Some of the experts I've known to turn out have lost a lot more. "He said," coupled with the practice of more doctors to open up, but the doctor to obtain some academic resources, improve their medical standards, or rely on the hospital platform, especially some top doctors, so even if the open, under the existing system arrangements, doctors are very difficult to leave the hospital. ”

Good doctor online in the Internet medical industry started earlier, its vice President Hepo in the reply to NetEase technology, said, "We believe that medical services there is no shortcut, but also related to life." In the hospital, saving lives every day in the occurrence of daily outpatient volume of surgery more or less, but there will be no explosion point or blowout ... The internet will make a great improvement in the efficiency of medical service with its strong technical advantage, but there will be no explosion point. ”

Investing in the future

But, in practice, Internet health has apparently begun to enter the public life.

Nearly half of respondents have used mobile health products, according to a survey conducted by Nielsen, a leading global market research firm, published on the theme of "Mobile health in consumers ' Eyes" October 18. Among them, 75% of the respondents said that the reason for the choice of mobile health products is "health problems can be quickly and easily find a doctor consultation," 70% said "convenient registration, can be booked, check the results can be queried," 52% said "individual cases can be carried, storage and convenient off-site medical treatment accounted for." In addition, 66% of consumers also attribute the choice to "access to reliable health knowledge and medical information". The survey covers more than 2,400 people at all levels of the country.

Lan is a global venture capital company focused on early stage enterprises. From the spring rain to the health of the birth to the C round of financing, blue-CHI venture has been involved in: a round of the main vote, B-round, C-round with the vote. Lan Investment director Kang Zhiji told NetEase Technology, standing in the angle of the wind, in fact very simple, this industry has just need, has a policy positive, spring rain team and reliable, so voted, "if a project without any risk, it also has little return." ”

He told NetEase technology, Spring Rain mobile health is a relatively standard early investment project, for spring Rain mobile health and its other investment projects seen, his view is: "High risk, high yield." ”