Mobile medical project valuation is controversial, mobile medical focuses on "medical" non-mobile

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The question of whether the valuation of mobile medical projects is too high has received a lot of attention. Honghui Capital Management and founding partner Wang Hui bluntly said in an investment forum on December 4 that the valuation of mobile medical care is seriously violating the fundamentals.

Wang Hui believes that the characteristics of mobile medical care should be medical, and should not be on the move. The medical industry needs to be steady and needs a good combination of online and offline. He also revealed that Honghui recently invested in the children's medical project of pediatrician Cui Yutao.

Honghui Capital focuses on projects in the fields of medical devices, services and mobile healthcare. In the middle of this year, Wang Hui left Dinghui Venture Capital and established Honghui Capital together with Zhao Gang, former partner of Softbank China, and Zhu Zhongyuan, former managing director of Jinglin Assets. Wang Hui has many years of experience in the medical industry and investment. During his career, he was responsible for investing in a number of chain specialty hospitals and biomedical projects.

At the previous annual meeting, Wang Hui told the media that the health industry is a growing industry, but there are fewer real professional funds in the market, and foreign funds are not satisfied. China only focuses on the health industry. There are fewer funds. In August of this year, Honghui and Sequoia Capital invested in Yuyue Medical, and Sequoia was also one of Honghui's LPs. In September, together with Softbank China, they invested in “going to the hospital”, and the project A round of financing also reached a number. Tens of millions of dollars.

Jiang Xiaodong, the global partner of NEA and the managing director of China, who also pays attention to medical and health fields, also said that in the medical and health industry, the valuation of mobile medical care has risen the fastest, and many entrepreneurial projects have been launched for two years or even less than one year. Values ​​range from a few million dollars to hundreds of millions of dollars. However, many mobile medical projects are more biased towards the Internet and have less concern for the medical level.

Chen Penghui, a partner of Sequoia Capital, believes that although there are some controversies in the valuation of mobile medical projects, there is a value in the market, such as new investment opportunities brought about by breakthroughs in new medical technologies.

Chen Penghui continued, it is difficult for Chinese patients to obtain medical big data now, and the information is very scattered. These are both challenges and opportunities for mobile medical care. In addition, Chinese doctors are also isolated in the hospital. How to integrate these doctor resources is also an opportunity.

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