Release date: 2015-01-13
The opening of the network hospital operation in the top three hospitals has brought huge opportunities to the entire medical industry. After four or five years of development, the telemedicine market will be a year of eruption in 2015. How to seize this opportunity to become the wings of the network hospital to take off, entrepreneurs, investors, must sink their minds to think clearly.
Analysis conclusion:
1. The scarcity of medical resources will exist for a long time. The emergence of network hospitals will improve the utilization and distribution of medical resources.
2. Although the theme of the network hospital is the hospital itself, the entire extension needs more fields to participate in, and it will bring a lot of opportunities;
3, network hospitals will trigger a large number of distributed consultation needs, potential candidates can fight for this opportunity;
4. As a main hospital, network consultation will bring many demands such as data security, network system and big data processing analysis, which is also a new opportunity for IT service providers.
Background: The birth of the network hospital
In October 2014, the network hospital of the Second People's Hospital of Guangdong Province was officially launched. As the first online hospital in the country to obtain permission from the health and family planning department, patients can seek medical consultations from online experts through video at community medical centers or chain pharmacies.
This new medical model is another major attempt by the Ministry of Health after opening up the Internet drug retail qualification in May. Next, we will analyze the operation mode of the network hospital in detail so that everyone can understand the core business of the network hospital and the investment opportunities related to each link.
First, the basic framework of the network hospital
First, let's look at the basic framework of a network hospital, as shown in the following figure:
As can be seen from the above figure, the network hospital is mainly composed of four modules:
Hospital
2. Third-party network platform;
3. Community medical service centers, small clinics, health lodges, chain pharmacies, etc.;
4. Third-party institutions such as medicine and medical services. For example, pharmacies, rehabilitation agencies, pharmaceutical companies, commercial insurance institutions, etc.
We use an example to understand the above process:
The doctor sits in front of the computer in the network hospital and receives a patient who goes to a pharmacy to buy medicine through a video call. From answering the video to diagnosing, prescribing, and finally getting the medicine to the patient, about 10 minutes before and after. The patient can take the doctor's prescription and buy the medicine at the pharmacy.
This is the most common service model for online hospitals, from diagnosis to prescribing, in one step.
If the patient gets the diagnosis, in addition to the drug, it needs rehabilitation training and insurance services, and it will need to be provided by a third-party enterprise. This is a new opportunity for the network hospital in the future - from diagnosis to commercial insurance, the entire service system is gradually improved.
Second, process analysis and investment opportunities
Next, we mainly analyze according to the overall process of the above figure:
Patient demand investment opportunities:
The fundamental problem to be solved by network hospitals is that it is necessary to solve the problem of seeing a doctor and seeing a doctor:
1. Solve the ailments and go to the hospital to queue up, accounting for resources;
2. Solving the problem of lack of medical resources in remote mountainous areas and the inability to enjoy basic medical services;
3. Reduce unnecessary medical procedures. For example, every time a diabetic patient visits a doctor, he or she needs to be hospitalized for 3-5 days. Now it is only necessary to go to the pharmacy every day and go to the doctor to test it. A treatment procedure like this has been greatly improved.
From the above analysis of several characteristics, the customer population of network hospitals can be mainly divided into the following four categories:
1. Postoperative and need to return to the population;
2. A small patient group such as a cold;
3. Patients with chronic diseases;
4. A small number of incurable diseases, inconvenient for long-distance transshipment, patients requiring telemedicine intervention.
The number of these customer groups is very large. If you can solve the demand through the network hospital, it will help to alleviate the current shortage of medical resources. However, online hospitals need to make doctors and patients communicate more closely and frequently. Whether there are enough doctors to work for network hospitals is a big challenge and an opportunity.
Due to the problem of hospital preparation, once the network hospital is set up, it needs a large number of external editors. This service may allow a foreign company to do it, so the corresponding professional training company can also get up.
Visiting investment opportunities:
First of all, we look at the needs of a network hospital: the Second Hospital of Guangdong Province will further accelerate the construction and promotion of network clinics, and strive to build 10,000 network clinics by the end of the year, and build 50,000 network clinics by the end of June next year.
Next, look at the main sources of funding and investment opportunities.
According to different disease classifications, the clinics can be divided into the following categories:
Community hospital
2. Private clinics;
3. Township Health Office
4. Pharmacy, rehabilitation center, etc.
The basic characteristics of the treatment site are: the staff at the clinic has certain professional knowledge, and after simple training, or according to the guidance of remote experts, the patient can help the correct operation. Specific investment opportunities are:
Construction of the clinic: Whether it is a rehabilitation institution, a pharmacy or a small clinic, it can be linked with the top three hospitals. Rely on the resources of the top three hospitals to expand their service chain.
Diagnosing the construction and investment of medical devices, vital signs, etc.: The network hospital will carry out corresponding hardware equipment at each treatment point, such as diagnostic equipment, video equipment, remote blood pressure, blood sugar detection and other equipment. Many hardware devices that detect vital signs data can be connected to the third-party technology platform of the network hospital. Once approved by the network hospital, they will be quickly purchased and rolled out.
Entity hospital module investment opportunities
After the hospital has set up a network hospital, the demand for doctors in the network hospital department will increase rapidly, and it has been analyzed before. Here we mainly talk about the investment opportunities brought by the hospital module data center.
Data Security
With the spread of network hospitals, patients in the hospital, the information outside the hospital needs to be integrated to maintain data consistency, in order to carry out data mining and play a corresponding value. However, due to the need for financial security and the policy of confidentiality of personal information, the current HIS systems are almost all independent systems. Then, how to effectively receive information out of the hospital is a problem that is difficult to solve in all current network hospital implementation programs.
But this is also a good opportunity for data access and data security. Especially for data security, in the past few years, due to industry reasons, good technical talents are in the Internet industry. Therefore, many medical systems in the past, the overall system from the program to the database, the security design is almost zero. Their safety is guaranteed by physical disconnection.
So once data comes into contact with the Internet, the need for data security can be very large.
Big data processing and analysis
The start of the network hospital is accompanied by the input of a large amount of data. Frequent sensor data will increase the growth rate of data, how to deal with it efficiently, there will be big business opportunities. At the same time, how to model data into a model that is truly useful for disease prediction and commercial insurance is also one of the future directions.
Investment opportunities in the remote diagnosis and treatment process
As seen from the doctor's section of the doctor's treatment, the participants can have:
1. Pharmacy, third-party pharmaceutical sales platform;
2. Rehabilitation institutions, third-party health management services companies;
3. Pharmaceutical companies, commercial insurance companies.
4. Other participants.
In this process, the opportunities for these participants come from these three aspects:
1. One is chronic disease conditioning;
2. One is post-hospital adjuvant therapy;
3. One is a consultation for minor illnesses.
Next, we mainly look at third-party companies, how to participate in these opportunities, and what are the opportunities for investment:
Chronic conditioning
For chronic disease conditioning, patients need to "long-term monitoring of regular expert consultation medications or rehabilitation equipment or medical equipment" guidance. In this process, the most profitable participants are:
Pharmaceutical company
2. Mobile medical related startups
3. Third-party channel platforms such as drug sales platforms
4. Remote drug delivery company
For pharmaceutical companies, the profits may not only be to sell drugs to make money, but also provide many opportunities for transformation. Up to now, many patents have expired soon, and pharmaceutical companies can no longer rely on traditional channels to sell, but need a new marketing model and service model to go to the front. In the United States, many pharmaceutical companies now go to the service side through health management, through medication guidance, tracking medication feedback, providing expert consultation and other services, to urge patients to develop good nursery habits, thus ensuring efficacy. Such a model, if implemented in the country in the future, patient participation will increase a lot.
Post-hospital adjuvant therapy
Here, a better investment opportunity is a rehabilitation institution. In China, doctors are busy with their daily work. Many patients with chronic diseases or post-operative patients are discharged from the hospital and it is difficult to communicate with doctors. Such a group is very large, so rehabilitation institutions, and rehabilitation medical device-related enterprises, can reach an agreement with the network hospital to help the network hospital to undertake some medical services.
Minor consultation
In this piece, the investment opportunities brought about are the expansion of the clinic. Many chain pharmacies, clinics, Chinese medicine halls, and rehabilitation institutions can all be linked through the network hospitals and the three hospitals to attract more patients with minor illnesses. .
In addition, there is an investment opportunity: the health insurance field describes an insurance scenario we want:
“In the future, for young people, insurance premiums will be personalized according to the degree of participation of everyone. For patients who already have chronic diseases, they are regularly urged to test various indicators, for example, diabetes. Frequently provide blood glucose data, and often need to go to the hospital to check various items related to possible complications. Once the problem is discovered, the insurance organization can work with the corresponding health management company and pharmaceutical companies to develop a new health management plan for the user, thus effectively Control the condition." In this link, insurance companies, health management companies, and pharmaceutical companies can all become payers. You can also participate in the details of the diagnosis and treatment, such insurance is what everyone wants.
At present, the situation of domestic insurance is that if you want to participate in diseases with a high probability of being sick, you need to continue to pay high premiums, or simply refuse personal insurance. And those insurance packages that seem to be cost-effective and have low premiums are a strange disease that you can hardly get. Domestic health insurance has not developed for many years, and this is the big reason.
Therefore, with the start of the network hospital, domestic health insurance will usher in a new era.
Third, the conclusion
In summary, the opening of the network hospital operation in the top three hospitals has brought huge opportunities to the entire medical industry. After four or five years of development, the telemedicine market will be a year of eruption in 2015. How to seize this opportunity to become the wings of the network hospital to take off, entrepreneurs, investors, must sink their minds to think clearly.
Source: Tencent Technology
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