Will Internet medical treatment be at a low tide or a fever?
Internet medical treatment , which was the most promising blue ocean a few years ago, is now experiencing a wave of waves. According to research, from 2011 to 2016, a total of 1,134 Internet + medical companies were born in China, which are distributed in the fields of health care, medical treatment, specialist services, medical information , and biotechnology. In the past five years, 533 companies have been financed, of which 66 have died, and the industry mortality rate is 12.38%.
Internet medical is booming? Recently, the reporter interviewed experts in relevant fields on this issue and learned that instead of saying that Internet medical treatment is ebbing, it is better to describe it as "regressing fever." Some Internet medical companies are unable to find a better profit model, investors are interested in it; in contrast, the Internet medical model that is in line with the direction of medical reform, such as the data segmentation and the efficiency analysis of data analysis It is welcoming the long-term benign development after the "fever".
Which companies have been "dead"?
According to the statistics of the arterial network, in 2011, some Internet medical companies were born. Due to early entry and less competition, they were concerned by investors. In 2012, the number of newly established enterprises increased, but the total amount of financing obtained was not high; 2013 and 2014 were The highest peak of Internet medical development, the number of enterprises and the amount of financing reached a double high; in 2015, although there were many Internet medical enterprises, due to the increased competition in the industry, there were not many enterprises that achieved rapid development.
"In my opinion, it is now a bubble burst." Wang Yunxia, ​​a partner of Baichuan Medical Exchange, said. The overheating of a year or two ago has its objective factors, the big health industry + mobile medical + hot money in the market, and multiple factors have caused Internet medical care to become a popular outlet. However, after continuous high fever, companies that cannot find a better development model can only face elimination.
Cai Jiangnan, director of the Center for Health Management and Policy at CEIBS, believes that Internet medical services can be divided into two parts: medical assistance and medical core. “such as registration, payment, online consultation, etc., these are auxiliary medical services; and telemedicine , including online prescription, remote imaging diagnosis, remote operation of surgical robots, etc., is the core link, and is an Internet presentation method of medical itself. ."
Under the big waves, the Internet medical enterprises that are positioned in the auxiliary link field are the most likely to be eliminated. Example of Internet medical expert Wu Hao: From 2011 to the present, among the Internet medical companies that are “death†in the market, intermediary companies account for the largest proportion. The reason is that the entrepreneurial opportunity brought about by the use of information asymmetry, with the improvement of information, its substitutability is inevitably presented, and eventually eliminated by the market. In addition, some Internet medical companies with purely doctoral tools have been replaced by Internet practice applications within medical institutions, and their living conditions are not optimistic.
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