Medical O2O capital is hard to use

“The capital market has come a long way.” At various O2O summits, both investors and entrepreneurs have come to this conclusion through personal experience. With the continuous turbulence in the world's major stock markets, domestic venture capitalism has become more cautious, pouring cold water into the current hot business climate. Over the past few months, the frequency of O2O corporate financing has been greatly reduced. The once-heroic financing declaration has become a dead letter, and only giants are not affected. Against this backdrop, the emerging O2O companies face the test of life and death. How to grasp the life-saving straw in the turbulent tide, O2O companies have their own opinions.

Compared with other difficult O2O industries, medical O2O seems immune to cold waves. Recently, medical O2Os such as registered nets and medical doctors' nets obtained financing in succession, and the involvement of giants such as Alibaba, Jingdong, and Ping An Group also ignited a fire for medical O2O. However, the seemingly high level of financing is actually a matter of comparison with actual demand. The pharmaceutical industry is greatly affected by policies and institutions, and there is still a long way to go to achieve true mobile medical care.

Gained financing

While other O2O companies have just begun to smell a bit of autumn, medical O2O has revealed good news. Since September, registered net, medical network, and medical network have obtained financing in succession, and the amount of financing has exceeded 10 million US dollars. Among them, registered net's 394 million US dollar C round of financing has refreshed the financing record of medical O2O. In addition to investment giants such as Gaochun Capital and Rejuvenation, investors also include Tencent, one of the Big Three of BAT. In addition, Alibaba's Ali Health and Ping An Group's well-established doctors, Shanghai Pharmaceuticals and JD.com's joint venture capital cloud health, and O2O have become a feast for capital and giants. The financing of subdivided medical fields, such as palm sugar medicine and good pregnancy and help, has also envied the rest of the industry. Insiders jokingly stated that "medical O2O is like spring in the cold night of capital".

However, a recent article on Spring Rain doctor's Oolong article detonated the circle of medical O2O. The article was titled "On Dr. Chun Yu's Fallen." Although the author and Dr. Chun Yu doctored in time, it also reflected the medical O2O's tolerance. Huge controversy and dilemma.

According to Tan Yong, editor-in-chief of the medical community magazine, this farce has nothing to do with Dr. Chun Yu. It reflects the public's patience with internet medical treatment. Regardless of the good or bad, please give me an argument. Different from other O2O companies, most mainstream O2O medicines have a medical background and have accumulated for a long time. Registered nets, spring rain doctors were established around 2010, Lilac Park dates back to 2000. However, in the industry's view, with the influence of policies, institutions, and deep-rooted inputs, mobile medical care has not been substantively developed, and the short-term heat is hard to hide from the fact that it is a long-term winter.

Stubborn

Medicine O2O has been exemplified in foreign countries, but the completely different national conditions in China have made it difficult to popularize O2O medicine. The dilemma of the development of the industry lies in the small medical market, large resistance to the unified market, and long period of trust training.

Ni Jianwen, vice president of Alibaba Health, said that medical O2O has a high degree of heat. In the era of national entrepreneurship, entrepreneurs can establish a team with high entrepreneurial enthusiasm and get the support of capital. The favorable medical reform policy also enabled the development of medical O2O. However, the medical, medical, and medical insurance three walls still hinder the development of the industry. “The hospital's core system is not open to the outside world, making medical care difficult to move. It is still meaningless to move medicine but not to move drugs. Before prescription drugs are released, patients go to the hospital to take medicine after seeing the disease through mobile medical care. Then everything is in front of them. In addition, at present most of our citizens in China are covered by medical insurance, and the problem of Medicare reimbursement cannot be solved, and medical O2O is meaningless."

A senior industry expert believes that doctors are the basic resources in mobile health care. Only through the establishment of a good network of doctors to cultivate a stable group of doctors, so that doctors can effectively benefit from the Internet in order to make mobile health initially achieved, but this requires long-term gestation and huge investment.

Collaboration breaks

With the help of fiery capital, the pharmaceutical O2O industry will take a new height, but this cannot be accomplished overnight. The introduction of favorable new medical reform policies will bring leap development to the industry. Prior to this, companies developed themselves in a tacit understanding and the smell of gunpowder was not strong.

"Although there are frictions in the company, they have not started to burn money like other areas. Because everyone understands that there is no point in playing now." The above industry experts said that the enemy of medicine O2O is not a competitor, but broke the old one. System, foster new habits. However, because of the special nature of the industry, the habits of consumers and service providers do not depend on simply burning money. The development of the industry requires the long-term joint promotion of the company.

Ni Jianwen said that real mobile medical care has only just started. Even BAT, mobile medical care has not yet landed, is still being explored. Ali Health has launched medical products such as telemedicine and family doctors in the medical field to improve the advancement of doctor-patient information. Tmall Medicine Hall also cooperates with pharmacies in preparation for the sale of prescription drugs, and only waits for the introduction of online prescription drug policies. In the industry's view, as an e-commerce giant, Tmall's test of water will push the industry toward standardization.