Medical big data new policy or drive industry expansion

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On June 24, the General Office of the State Council officially issued the “Guiding Opinions on Promoting and Regulating the Development of Big Data Applications for Health Care ” (hereinafter referred to as “Opinions”), standardizing and promoting the integration and opening of government health medical information systems and public health medical data interconnection. shared. From the "Opinions", the application market of medical big data may usher in certain development opportunities. From the perspective of market demand, the future opportunities for medical big data resources may include both B-side and C-side.

B-side data opportunities or breakthroughs from the region

The first is the data integration and application opportunities facilitated by the establishment of regional medical bodies. From the "Opinions", the country's major tasks include "promoting the sharing of health care big data resources. Encourage all types of medical and health institutions to promote health care big data collection and storage, strengthen application support and operation and maintenance technology support, and open data resources sharing. through". From a commercial operation perspective, this goal is most likely to be achieved in existing regional healthcare. In fact, some cities or urban areas have tried the subordinate medical complexes, such as the regional ECG system in Shaoxing and the regional imaging medical system in Shanghai Jiading. In these areas of medical care, breakthroughs in a certain category of medical services, integration of patient medical records, examination of data, mutual recognition between the lower and lower medical institutions will help to establish a complete category of regional medical records, so The resulting data is likely to be continuous and complete and may be the basis for subsequent applications.

In the establishment of this type of data and medical services, for hardware companies and software companies, there is an opportunity to expand the business from product sales to database establishment and analysis, but the difficulty is also here. For most products, For the guiding company, the characteristics of medical services are that each B-end organization has a high individual demand, which also increases the difficulty of data splitting and integration. Therefore, when products are derived from data services, these companies need to shift their strategic focus to the compatibility and data integration that can be promoted behind the product, including integration from multi-platform data and integration of multiple types of data, which will be software and hardware companies. The point of competition for cutting into data in the future.

Therefore, this kind of data fusion policy provides a market opportunity for transformation for existing manufacturers, but it also puts forward higher requirements for its own development. Both hardware and software companies need to increase their service delivery capabilities, not just technology-based extensions. From the perspective of the evolution of foreign markets, the integration of such data services may start from the cooperation between manufacturers and third-party service providers. The development of the market to the initial stage of maturity may increase market integration, and industry mergers and acquisitions opportunities will arise.

The C-side opportunity is to integrate or eliminate small suppliers.

At the same time, in the application of C-end, the "Opinions" also pointed out that "encourage social forces to participate, integrate online and offline resources, regulate medical Internet of Things and health care application (APP) management, and vigorously promote Internet health consultation, online appointment and triage , mobile payment and inspection test results query, follow-up tracking and other applications." At present, there are a lot of tools for C-side, but the data collected behind it has very big problems, mainly reflected in the three points of incoherence, authenticity, and unclear classification and difficulty in data application. Moreover, various organizations have very different online and offline data application platforms, and the services are also very different, which brings great difficulties in collecting and applying C-side data.

In the future, it is more likely that there will be data application tools that can be integrated and opened up from regional medical care. The main body of procurement may also rise from a decentralized organization to a regional medical administrator. In this way, within the entire region, it is possible to open up appointments, payment, check and query mutual recognition, follow-up tracking, etc., to avoid data confusion and inconsistency caused by the multiplicity of data applications. However, this kind of regional medical system will have higher requirements on the performance and integration capabilities of the tools. If in the future, from the perspective of data fusion, small, non-complete tools providing functional and data analysis capabilities may be eliminated by the market, and rise. It will be a vendor that can provide a complete health service tool solution and support data integration.

Therefore, the fragmentation status of the current medical information service field may be greatly improved. However, the acquisition and integration of medical big data is not easy, because the information island of the Chinese medical system is a dysentery in the industry, and it is very difficult to make a big difference in the short term. Under the promotion of grading diagnosis and treatment, the interaction between the upper and lower levels in the region is a breakthrough, but the premise of this direction is that the entry effect of the grassroots needs to be very clear, and whether the strong grassroots can be implemented is the key.

In general, the "Opinions" can indeed bring certain market opportunities, but the specific opportunities need to refer to the detailed policies of each place and carefully judge the needs of each market segment. In the short term, the medical big data field is still highly affected by the policy, and it will take time for the industry to expand.

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