Health policy to guard against the risk of bubbles under the red line

The three major trends of aging, technology, and personalization drive the healthcare industry to revolutionize the mobile technology. Despite continuous innovation, there are also some "bubbles." The industry believes that exploring whether forward business models or products can be "sunny" depends on whether the policy is clear and investors should not blindly follow suit.

In recent days, Dean Diagnostics and Ali Health have jointly signed the "Strategic Cooperation Framework Agreement" and jointly explore "Internet Operation Mode of Independent Inspection Institutions" on the platform of Ali Health Cloud Hospital. However, the company clearly stated in the announcement that there is still a certain degree of uncertainty in the success of the application and promotion of the platform, as well as the conformity of the mobile internet medical operation model with the current policies.

In Ali’s healthy layout section, I have to mention "Ali Health Mobile App." This is the only platform in China that can consult prescription drugs and non-prescription drugs. The user uploads prescriptions and responds by a number of regular large-scale chain pharmacies in the vicinity. The user selects cheap, fast pharmacies by querying pharmacy addresses, telephone numbers, business hours, and whether to support medical insurance reimbursement.

It is understood that at present, 80% of medicines are sold in hospitals, and once the “online” sales of prescription drugs are lifted, it will become a breakthrough for pharmacies to divert hospital prescriptions and seize market share of the hospital.

In the eyes of many people in the industry, Alibaba is using a "hitting single" model to force prescription drug outflows, making prescription drug sales from the hospital into socialization. As a "taxi" for the medical community, if pharmacies can take Alibaba and take a policy ride, it seems that they can catch huge business opportunities.

However, this long-held policy has not yet been announced. "Not only that, this year may change, and I feel it will tighten." A general manager of a pharmaceutical e-commerce told reporters that even if the national policy is implemented, local rules will not be issued immediately. Some active regions may take the lead.

In addition to the above types, mobile medical services include “Spring Rain Doctor” and “Good Doctor Online” represented by interactive healthcare consulting services. At present, the country only has relatively clear definition and management requirements for telemedicine. Fan Jing of the Medical Resources Department of the Health and Family Planning Commission of the National Health and Family Planning Commission stated that the reason why the medical and health APP is not included in telemedicine is precisely because it is given to them. There is a great deal of space to play because the concept of telemedicine is too narrow and non-medical institutions and medical personnel are not allowed to carry out telemedicine services.

The industry believes that this also means that there is actually no strong policy to protect it.

Yu Wenxin, chief analyst of Haitong Securities' pharmaceutical industry, said that mobile health care does not make money but it attracts a large amount of venture capital, and it also drives the secondary market to be overvalued. The “bubble” behind it is based on investors’ optimism for the future and on the other hand because of the current Bull market, but in the future there will surely be a batch of projects "dead", leaving only some high-quality targets.

Yin Yiqing, director of the Information Department of Shanghai Zhongshan Hospital, said that if the government is to supervise mobile medicine in the form of issuing “licenses” in the future, then the key must be a specific responsible party, just like a hospital, responsible for the resulting medical actions. .

Zhang Fabao, the founder of Metz Medical Technology, also believes that mobile medical care can be removed, but it cannot be easily moved. In particular, data collected cannot be used indiscriminately because every information is linked to the user's health and even life.

"Based on the entire medical process involves a lot of supervision and regulations, even Microsoft, Google and Apple may not necessarily be a success. "Obdoor Capital Investment Partner Steven Yecies said, in addition, have to consider who will pay for this technology" .