2014 is known as the first year of entrepreneurship for mobile Internet healthcare.
According to data, the amount of Internet medical financing exceeded 7 billion US dollars that year, and more than 600 investment institutions entered the market. Prior to this, in the five years from 2005 to 2009, the number of domestic Internet medical investments was only 8; it was only 10 in 2010.
In 2015, the competent authority issued a number of planning program documents that included "Internet + medical treatment" in the long-term plan. All kinds of related innovation projects will flourish in one time. But short-lived, one year after the Internet medical crazily burned money, online medical service models such as online medical consultation and appointment registration were falsified, and capital quickly ebbed.
A typical case is that on New Year's Day in 2016, Dr. Chun Yu tested the membership payment model under the background of a user satisfaction rate of 99.4%. After only one month of implementation, the number of platform problems dropped from 30,000 to 3,000. In the same period, Ping An Good Doctor's user payment conversion rate in the first three years of its listing under the banner of "Internet medical first share" only increased from 0.9% to 2.7%, and it has not yet made a profit.
This is the pain point of Internet medical treatment: low frequency, shallow consultation, and low user willingness to pay.
Yufen Zheng, CEO of Yoyin Medical Fund, once said that some Internet medical platforms have found a certain profit model, but they are not enough to support a large-scale cost investment and strategic layout. How to realize the value of the platform is still being explored.
The amount of my country's Internet medical investment and financing fluctuated during 2013-2019. According to IT Orange data, the amount of industry investment and financing from 2013 to 2016 has been increasing year by year, and the industry investment and financing enthusiasm decreased in 2017.
This year, the General Office of the National Health and Family Planning Commission issued the "Letter on Soliciting Internet Diagnosis and Treatment Management Measures (Trial) (Draft for Soliciting Comments) and Opinions on Promoting the Development of Internet Medical Services (Soliciting Comments)" (hereinafter referred to as " Opinions) circulated on the Internet. There are a total of 39 regulations in the document. The new regulations may increase the threshold for doctors' online consultation and tighten the scope of online diagnosis and treatment. This will have a significant impact on the Internet medical industry.
For example, the "Opinions" indicate that institutions must be offline, and institutions with standard access are required to carry out Internet diagnosis and treatment. It is also limited to remote consultations between medical institutions or chronic disease management (family doctors) in primary medical institutions.
The "Opinions" also stipulate that it is not allowed to receive first-time patients, which will suppress a large part of the market demand and restrict the source of customers for Internet hospitals.
In 2019, industry investment and financing became more rational, with a total investment of 8.13 billion yuan and 68 investment and financing events. Since the beginning of this year, benefiting from the impact of the epidemic, Internet healthcare has once again attracted the attention of capital. From January to August 2020, the amount of investment and financing in my country's Internet healthcare industry was 2.85 billion yuan, and the number of investment and financing incidents was 33. What is different from a few years ago is that this time, Internet medical companies have more self-contained attributes, including not only consultation entrances, offline hospitals, but also added value such as insurance.
Counting from 2014, Internet medical treatment has also reached its seven-year itch.
In 2020, the project with the highest amount of financing is Miaoshou Doctor. This round of financing is already a D1 round of financing with an amount of 600 million yuan. Investors include Qiming Venture Capital, Jiance Capital, Sequoia Capital, and Index Capital.
There are 5 major brands under Miaoshou Doctor, Yuanxin Medical, Yuanxin Pharmacy, Yuanxin Huibao, and Wujie Learning. Integrate medical services, pharmaceutical services, and insurance services to connect doctors, patients, drugs, and insurance to create a "doctor-patient-medicine-insurance" service system.
If online medical platforms are classified according to keywords, then it will be "online consultation" at first, and then "offline hospital". This year, it will undoubtedly be a closed loop of "medicine-drug-risk". On Double Eleven this year, JD Health and Pfizer China signed a strategic cooperation memorandum in Beijing. The two sides will focus on commercial insurance services to create a closed loop of medical insurance in the commercial health insurance payment environment.
Start-up companies and platform bosses have laid out one after another. Why has insurance become a hot cake? The answer is simple, for profit.
Surgaid products:
For more product information at https://www.surgaid-medical.com/
