Prime Minister’s report mentions medical Internet medical welcome opportunities

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Last week, Premier Li Keqiang mentioned in the government work report that it is necessary to speed up the improvement of the basic medical and health system, continuously improve the level of medical and health care, and build a healthy China.

The medical problem is not the first to appear in the government work report. However, under the circumstance of the Internet, this year's medical sector may usher in even greater development opportunities.

Prime Minister’s report mentions medical care

The medical sector will change its defense to attack

Last year, the performance of the pharmaceutical sector was not satisfactory. A fund manager in Beijing told the China Fund reporter that the overall growth of the pharmaceutical sector in 2014 was behind the broader market. Because the pharmaceutical sector is not a simple theme investment, the market only regards it as a hedging tool.

Since the beginning of this year, the pharmaceutical sector has reversed last year's decline in just two months, and the increase has far exceeded the market. A private equity fund manager told reporters that health care reform will transform the pharmaceutical sector from defense to offensive. The key point of this transformation is Internet medical care. The combination of traditional health care and the Internet is the general trend. As long as it is combined with Internet genes, The medical sector will stand out.

Another medium-sized fund company fund manager also said that Internet medical is a branch of the pharmaceutical sector. There is currently no relevant sector setting on the market, but in the future it is likely to change the overall attributes of the pharmaceutical sector.

In fact, there are many successful cases in the Internet medical field. The above-mentioned private equity fund manager said that in terms of strategic development, Jiu'an Medical introduced Xiaomi as a strategic investor and medical machinery to wearable devices; in the creation of the industrial chain, Wanda Information was formed through government-led, acquisition and marriage. O2O (Online To Offline) is a closed-loop pattern of health care; in terms of platform construction, Tiger Medical actively expands new areas of smart healthcare.

A pharmaceutical industry researcher said that the pharmaceutical industry is discussing Internet development models and methods that suit their own characteristics. The launch of policies such as online prescription drugs and doctors' multi-point practice will benefit more listed companies.

Internet medical four investment models

Huashang Fund [microblogging] Cai Jianjun told reporters: "The combination of the Internet and the traditional industry is definitely a big irreversible trend." He understands that Internet medical care is part of the social service industry and the Internet, belonging to the O2O model, in fact The theme investment based on O2O mode is very much.

The first is medical e-commerce. With the opening of online prescription drugs, medical e-commerce has once again ushered in development opportunities. A fund manager said that it is helpful to reduce the cost of offline and reduce the intermediate links through the e-commerce channel. However, online prescription drugs must first have a prescription, and the current hospital's survival mode is based on medicine, there is a conflict of interest between the two.

The second is health management and the establishment of a patient information management system. Around the health management, investment fields such as mobile medical , wearable devices, customized insurance products, big data management and analysis can be derived. In addition, information technology is used to improve the efficiency of the medical system, including hospital informationization and medical insurance cost control. The fund manager is optimistic.

The third is the network hospital. A fund manager said that this is a particularly good development direction, which can solve the current situation of overcrowding in large hospitals and achieve triage according to the condition. For example, he said that patients communicate with experts in the community hospitals through the network to confirm the condition, and then through the network hospital triage, directly find the corresponding hospitals and doctors, for general conditions, network hospitals can send electronic prescriptions directly to offline pharmacies, to achieve Light consultation mode.

The fourth is biomedicine. Recent genetic tests, stem cells, etc., which are relatively hot, belong to this. Cai Jianjun said that the biomedical field is in its infancy, and the market in many fields is in a blank space. Therefore, there are plenty of prospects and imaginations. The main risks and opportunities come from the formulation of policies and standards. The previous market mainly benefited from the genetic testing introduced by the Health Planning Commission. In the standard and stem cell field guidelines, there will be some good companies to stand out in the future.

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