A big coffee investment experience in the field of personalized medicine
We propose "personalized medicine / medical precision" (PersonalizedMedicine) this investment theme, we believe that this investment is not just the future direction 3--5 years, the pharmaceutical industry's most important direction of a secondary market is the most important in the field of medicine investment trends.
Personalized medical care is now the hottest investment theme in the first and second world markets. However, this fire is not based on pure concepts, but on the three fronts of "Internet technology advancement + big data foundation with + gene sequencing began to spread" Under the conditions, targeted diagnosis and treatment of different patients' own genes and health data.
Just like other industries in the Internet/big data transformation, when the Internet/Big Data transformation of China's medical industry is underway, then only the Internet and medical care and combination will only change the format of medical treatment, and really start with the final demand “healthâ€. The spread of genetic technology.
Whether from the perspective of ordinary individuals or from the government, targeted health management services and diagnosis after accurate gene sequencing will greatly improve personal life expectancy and reduce the cost of social diagnosis and treatment. This path, although it seems a bit far away at the moment, is considered irreversible! From an investment perspective, we like irreversible trends!
Landing to the A-share investment, we believe that personalized medicine is first presented as the theme, and then presented as growth!
Topic: Well understood, as described below, in 2009, Obama's National Day message set off a new energy theme. The unintelligible package can look at the recent US views on this piece, and even the actions of leading companies like IBM.
Growth: We understand that if an industry wants to truly grow, it is nothing more than a positive factor in both the demand side and the supply side. From the demand side, we firmly believe that the demand for precision medicine is innate (everyone can ask themselves), from the supply side, the cost of gene sequencing has dropped dramatically and its application in pharmaceutical technology, as well as the promotion of Internet technology and big data, making this Everything is possible from a technical and economic perspective.
Investment suggestion: At the current stage, the super-matching gene is the core biopharmaceutical-related stocks, the first choice: Rongzhilian, Daan Gene, Dean Diagnostics, Qianshan Pharmaceutical Machine; at the same time pay attention to other targets.
1. What is personalized medicine / precision medicine?
Personalized medical/precise medical treatment: based on personal genomic information, combined with proteomics, metabolomes and other relevant internal environmental information, to design the best treatment plan for patients, in order to maximize the treatment effect and minimize side effects. A customized medical model.
From the perspective of the process of personalized medicine, it can be easily divided into two parts: personalized diagnosis and personalized treatment.
Personalized diagnosis: mainly involves the application of molecular diagnostic technology, big data and cloud computing. Through the collection and detection of individual patient related samples and comparison with the relevant disease data in the database, relevant diagnosis results can be obtained.
Personalized treatment: "Dropping" can be achieved based on the results of the diagnosis.
Personalized medicine has a wide range of social benefits. Personalized medicine can help doctors to make more accurate diagnosis while making patients' treatment more effective and with fewer side effects. It is beneficial for pharmaceutical companies to reduce research and development costs to a certain extent and develop more targeted drugs. It is conducive to the transformation of insurance companies from all patients to a targeted number of patients, reducing the cost of insurance for the whole society.
There are two cornerstones of personalized medicine, one is Internet big data technology and traditional diagnosis and treatment technology means and system and combination and transformation, and the other is based on gene sequencing based on accurate personalized diagnosis and treatment methods and drug development.
1) Closed loop of Internet medical
The closed loop of Internet medical care consists of five links:
Collection of personal health data
Online real-time health and medical services
Offline health and medical services (depending on offline hospitals or medical check-ups)
Online remote diagnosis, prescription, drug e-commerce and distribution
Differential pricing for health insurance
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