The year of mobile health care forecast: Giants from these four forces

2014, the capital market completed the first step to the health care industry, produced three of the most valuable effects: 1. A tentative project to create a new breed of newborn calves; 2. The original concept of "medical" expanded into "mobile health", stimulating the health sector entrepreneurial imagination; 3. Broke the original " Industry "innovative thinking, especially the emergence of a number of C2B, from the user needs, to hospital/doctor-made business model."

When it comes to the last point, it needs to be emphasized that no matter from the hospital, the doctor or the user, it is an innovative form, there is no right or wrong, but the group and habits are different, the previous needs of resources are different.

Adults do not see right and wrong, only profit ...

In return, asked many entrepreneurs, most people think that 2014 is as a start and explore the year, the capital is good but the direction is not clear. But 2015 will undoubtedly become the first year of China Mobile health care, the most notable of which is the battle of four groups for the industry giants.

1. Real Estate Business

Reason for listing: Real estate as an important resource of the silver industry, can help to cut into the old-age services. On the macro level, the real estate in two or three years will not become a new outbreak point, the opposite property developers have reached a low profit growth, the net to find new business stage.

At the same time, Deloitte's 2020 Health Care forecast report has given two important messages:

Diabetes。 Among Chinese people, diabetes may become the most common chronic disease, with global diabetes reaching 382 million, and one out of every four is Chinese. The total number of people in China will be more than that of Germany and Portugal.

Ageing。 By 2012, the World Organization for Economic Cooperation and Development (OECD) countries (from for Economic Co-operation and DEVELOPMENT,OECD) were expected to have a life expectancy of 80 years, compared with a significant aging phenomenon in 1990.

Japan is the most serious, the average life expectancy is 84 years old, the United Kingdom is 81 years old, the United States 79 years old, China 75 years old, and India is 66 years old.

From the demand, the silver industry and chronic disease management of the relevant offline services, may become a key to the chain. The current real estate, the more innovative approach is to open endowment housing, such as 1,200,001 Suites, a year to pay about 10,000 service charges, the community can provide old-age services for the elderly, after the death of the elderly, children can choose 1.2 million by the property developers to recover or their own reservations.

Accordingly, service Charge + slow sickness management + real estate can also become a package model, the service resources can be connected to the community's existing medical resources or with the local large medical and insurance agencies. The online part can cooperate the slow sickness management application, access each other famous doctor resources.

2. Internet giants

What is the order of the Internet and the new technology? A senior veteran of the hospital told me that, in essence, medicine is an important subject in memory, by remembering the characteristics of various diseases to diagnose, so the value of machine learning is very large.

In terms of current medical conditions and profitability, the first to be overturned is a long, less profitable department of medicine, a relatively safe and easy to standardize anesthetic section, and a higher-than-demand pharmacy for labor costs.

Internal medicine, including chronic diseases, rarely comes to hospitals after a patient has been diagnosed, and most of the doctors ' sources of income are checked and tested, which creates a great conflict. Another feature is that many of the detection and access to slow disease can be carried out remotely outside the hospital, and the better the Doctor's service, the patient will come to hospital in a short period of time to reduce the number of relatively income and less active.

Instead of emphasizing or believing that any slow-sickness management app is particularly active, it does not conform to the original logic, unless the product contains other very effective value-added services.
Anesthesia Department, foreign already has two put in use anesthesia robot, one in Canada, one in Italy, after this kind of repetition high, the security low work, will hand over to the robot to solve, has a human to do monitor on line.

The pharmacy department, in addition to the need for human management of narcotic drugs, chemotherapeutic drugs and corrosive drugs, other can be resolved by a third party.

What are the advantages and disadvantages of internet companies? Take action more radical Ali health as an example:

Advantage：

Outside of the mature commercial insurance can be docking cooperation;

The prescription right belongs to the individual, some city government is willing to get through the prescription, because Ali can reduce some medical finance expenditure the question, the burden is more difficult to bear the city, the more willing cooperates (at present in Shijiazhuang, Hangzhou and so on test).

Finally, it may be brutal directly and the hospital to negotiate, get through his system. Its Internet and platform advantages will not be discussed.

Disadvantage：

Own platform accumulation of personal health data is insufficient, can not lead to do business insurance related things;

Medicare payments did not get through;

The hospital will be some money-making drugs in their hands;

The user is old and has a threshold to use.

There is a problem: Ali's approach has aroused the determination of many people to innovate medical care, the government is also tacit and wait-and-see attitude. But it will face some important threats, low drug prices, the birth of drug traffickers, there is no real solution to the authenticity of drugs, users of health information privacy norms, these are the need to consider.

Among them, health privacy and a person's financial situation at all not at a level, any too radical approach, or security risks will bring great damage.

Finally, it is precisely because of the tendency to C2B mode, and to care for price-sensitive users, the Internet company's strategy will tend to: the early straight threshold, fast access to a large number of users, services relative to the low-end.

3. Insurance, PetroChina, Sinopec, Mobile Unicom and other hot strip enterprises, of which insurance companies are most optimistic.

The insurance company, as the payment link in American health industry, plays a decisive role in drug research and development, medical service itself. Of course, China's national conditions are relatively special, the current health care system is not rich enough, most people rely on government health care, has not accepted the use of commercial insurance habits.

But the advantages of China's insurance companies are also more obvious, compared with internet companies, asset reserves sufficient, user health data and insurance algorithms relatively comprehensive, can be connected with a variety of services upstream. And for users, the insurance company credit High, the brand is easy to accept, the service crowd concentrated in the high-end pay area.

The operating mode of an insurance company is highly likely to focus on two:

1. Simply make insurance, provide security and yearly payment mode for the inquiry platform, use more accurate personal signs data to produce personalized insurance customization.

2. Insurance + self-creating value-added services. For example, the safe health housekeeper, the online arrangement of self-employed family Doctor + hospital expert doctor, offline has been laid out some similar general practitioner and high-end medical escort clinics, can achieve online interrogation and offline treatment of the linkage. The power of value-added services is that the healthier the patient, the higher the company's profit.

But there are also practitioners questioned, insurance companies self-employed family doctors quality is not high, service gimmicks more than the actual, just to obtain the means of insurance users, from the nature is not to do medical care, blind to build a platform may not be professional.

4. Hospital/Doctor

The hospital's older predecessors stressed that doctors expect medical care to be more efficient on the Internet, and very afraid of subversion. The only obstacle now is the system. For example, a deputy Dean led the Medical Innovation Project, the early development of a full swing, the results of less than a year, Deputy Dean position changes, the project also abruptly stopped.

But the good news is that hospitals, drug dealers and banks are reaching alliances to produce mobile-value-added hospital-added services, starting with regional mobile clinics, high-end users with specialized service requirements, most of them outside the hospital management business, and software systems/collaboration platforms to outsource. It is said that the team is doing a lot, but the people in the hospital lead, the motivation is not enough and it is difficult to promote nationwide.

Moreover, the biggest doctor-patient conflict has not been resolved: 1. Users pay for the "medical is cheap" phase. 2. Government subsidies can only help hospitals to buy land and equipment, can not vinyl how much wages, the hospital awkward between institutions and enterprises. 3. User education is not completed, what disease is love to find the best doctor, do not understand their own body, poor self-control.

There may also be references to government regulation. In fact, policy regulation and the introduction of measures, but it is a matter of time, when the social needs of the impact of policy, the obstacles will naturally slowly lift. In particular, cities such as Shanghai and Beijing, which have excellent medical resources, are slower to let go than other cities to avoid widespread job losses.

In addition to public hospitals, there is a capital force can not be ignored, that is, private hospitals. For example, in 2014, the company invested in the establishment of three mergers and acquisitions funds, focusing on: using mobile internet technology to develop telemedicine, consulting companies, mobile registration, counseling and follow-up applications, as well as professional wearable equipment at home and abroad. The private hospital is relatively free, the capital is abundant, under the line many medical conjoined, only then innovates will be subjected to the original business model and the business model limit, the speed may not be fast enough.

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