The launch of the third round of medical reform has provided an imaginative policy dividend for health care, medical care and the entire health field. At the same time, emerging Internet medical industries such as telemedicine and wearable devices have sprung up, and Internet giants have entered the medical field. According to statistics, in 2017 China's mobile medical market will reach a scale of about 12.5 billion yuan.
The business form of “Internet + Medical†has attracted the attention of many investors. Tang Guoping, managing director of Jinglin Investment, is one of them. After graduating from the Department of Clinical Medicine of Wuhan Tongji Medical University, Tang Guoping worked in the famous top three hospitals in China for five years and then went to the sea. For more than a decade, Tang Guoping has never forgotten the "beginning heart" and has been working quietly in the medical industry . He has served as a marketing and executive position for multinational medical companies such as Philips, Siemens and Samsung.
Today, Tang Guoping has become a professional investor. Perhaps it was the former doctor who spoke about the investment direction of "Internet + medical", and Tang Guoping also appeared very pragmatic. In his view, the concept of mobile medical care is too "illusory" because any medical service ultimately needs to interface with the hospital. "But at present most Chinese hospitals have not completed the information transformation, how can they go to the direction of Internet medical treatment?" Tang Guoping asked reporters.
Therefore, Tang Guoping decided to invest in the domestic medical information industry. "It's like having to fix the highway first, and then to promote Internet finance in the local area. This is an indispensable condition." Tang Guoping said.
Optimistic about network medical
Tang Guoping told reporters that the concept of "Internet + medical" is very large, including smart medical care and mobile medical care. The hot spots of Internet medical investment in 2014 include areas such as genetic testing, medical e-commerce, wearable devices, and mobile medical applications.
In these areas, Tang Guoping is most optimistic about online hospital services. He told reporters that the state has now restricted the expansion of public hospitals and prevented public hospitals from rebuilding branches to avoid wasting national resources. But the emergence of online hospitals has broken this limitation.
"The top three hospitals in the second and third tier cities can use the network hospitals to use the IT methods that are not too complicated (expanding). Now doctors are practicing more than leaving the hospital to go to the network hospital." Tang Guoping said.
In addition, the clear profit model of online hospitals is another reason to attract Tang Guoping. “I went to the hospital every day and found that the hospital is slowly transforming.†Tang Guoping said, “Many hospitals do the outpatient clinic on the first floor, and the inpatient department is upstairs. Because the hospital does not make money for clinics, if the hospital The following fixed assets are wasted in the outpatient service and the cost is not high."
The network hospital has solved this problem well. In Tang Guoping's vision, if grading diagnosis and treatment is carried out through the network, and some outpatient resources are allocated to the network, the patients will not be wasted time to queue up and take medicines, thereby improving the efficiency and efficiency of hospital operation.
Tang Guoping further pointed out that in the network hospitals, companies that can integrate doctor resources are the most valuable. The network's early income sources are mainly based on network outpatient service fees, while the latter can increase online education, health management, family doctor service fees, advertising and other income.
Big data to create precision medicine
The second investment area that Tang Guoping is optimistic about is medical big data . The so-called medical big data, in fact, genetic testing a few years ago has taken shape. At the end of last year, the establishment of the first cardiovascular medical big data center in China marked the opening of the era of medical and big data integration.
Tang Guoping told reporters that a large amount of medical data is very valuable. Based on these data, the disease can be monitored early, making treatment easier and more effective. In addition, you can predict future trends in specific diseases or populations to achieve personalized medicine and precision medicine.
And the function of medical big data is not just that. Tang Guoping pointed out that if insurance companies or pharmaceutical companies can obtain hospital data, such as the results of laboratory tests in electronic medical records, the status of back-end medical insurance, prescriptions and payment, then they can use this data for product innovation. For example, these data combined with insurance can develop more targeted insurance products.
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