Regarding the development trend and opportunities of China Mobile Medical in the next stage, the pharmaceutical industry leader Suller-MDS general manager Shen Feiyan, Medicool general manager Dr.2, Sixiang advertising founder Li Weimin, Bio Valley and MedSci medical platform founder Zhang Fabao, medical consultation Founder Jin Yuqing, Hua Kang Vice President Li Fan, and Huima General Manager Gu Bin respectively published their own opinions.
Conference Name: 2015 Digital Medical Group (DHG) Group Friends Private Club
Meeting time: 6:30-9:30, January 19, 2015
Number of meeting places: Shanghai Tang Yun Tea House Tiance Hall, number 40
Discussion session
Question 1: The development trend of China Mobile Medical in the next stage? Where is the opportunity?
Shen Feiyan (General Manager of Suller-MDS): I have a problem with the thing just now. In fact, mobile medical treatment, just like the classification, seems to be classified from the players. I have operators waiting for the role. What is mobile medical care? One thing, that is, whether we are from the doctors and patients represented by this, you are to represent the hospital, is it discussed from these aspects? Because I just heard that it was all from hardware, real estate, medical e-commerce, this is just one of my problems. Because I see your different classifications, why use this player to classify this time?
Dr.2 (General Manager of Medicool): There is no reason, but I have to change style every time I write something. That's it. For example, we are writing an article now. My second article is different from the previous one, so that's it. From another angle, a large number of players appear. In fact, China Mobile promotes a mobile medical service, pushing a terminal, and selling it much more than our startups. It is tens of millions, and the business volume is also there. We don't know what to do, there will be in China's research. The second one I think I still want to talk about, I finally said that the four echelons are still the entrance of doctors, hospitals, patients, doctors and patients, because he is a direct participant, this is the main echelon, and the latter may be counted as The important part, I understand it as well.
Li Weimin (founder of Sixiang Advertising): What we are going to solve now is the scene. I think everyone should change the angle. You think, for example, the family doctor and the surrounding doctors sign up, the registration network, the review network is also a scene, which scenes There are also opportunities, which scenes are easier to create growth that adapts to the trend?
Zhang Fabao (founder of BioValley and MedSci Medical Platform): Let me go on to say that there are three scenarios in the big picture just mentioned. The first scene is the entrance and channels, including doctor entrance, patient entrance, hospital entrance and drug company entrance. . The second scenario is to do the platform and ecology, through the platform layout, form a matrix format, do business mode in the vertical direction; the third scene is actually the content scene. The medical field is a relatively special industry. Whether it is purely an entry and a platform is not necessarily reliable. This is debatable. Who will do the third scenario? Content is the heaviest of the three scenes and the most barrier-free. Like our MedSci, it belongs to the third scene. In three different scenarios, there should be different ways of playing. Just two doctors talk about this thing. I think it is to play the entrance and play the ecology. In fact, in the medical ecology, there is also a chance to play content.
Jin Yuqing (founder of the clinic): They also have the entrance, the content is also there, who is the service? Someone has to do it, we can do it. Our service is actually a lot of oxen companies doing, and I am blushing. Every time I explain our business to others, people say that senior ox, professional medical care, in fact, we explain to him every time, we talk to ox and doctor The difference between the support, the electronic version of the ox should be registered network is not us, what is the medical care, should have found a good doctor, because of the money, pull him to the bad doctor, this is called medical care. We are helping doctors choose a good doctor, a bit like a good doctor, helping customers to do a lot of content. In fact, this job is also for doctors to help them, but also help them solve some problems in the process, including where he should go first. We have accompanied the whole service. Apart from the doctor's treatment, all the doctors are involved. We will want to do it with Zhang in the future. Of course, he has not agreed yet. He hopes to choose a company like Zhang. To help doctors make choices, including clinical research, article retouching services, etc., retouching is the industry of the sun, even in the United States is the industry of the sun.
Zhang Fabao (founder of BioValley and MedSci Medical Platform): Another point is the difference between Huakang and Zhimaitong; I personally think that Huakang is closer to the patient and is doing the connection; but the doctor is purely serving the doctor and doing it. Is the service.
Li Fan (Deputy General Hua Kang): A brief description, for Huakang, the core of Huakang is to provide a platform for communication between doctors and patients, in order to allow more doctors to obtain other value in managing patients. So we will also provide some technical support, and more hope that doctors will stay on the platform.
Gu Bin (General Manager of Huima): I have a little experience. Every time I do it, I am very careful. And according to who I am listening to today, I will prepare this content according to this angle. From this family, we recommend to the doctor. The drums applauded. He took care of some of his information with great care. We did not take this information for a few months, so it took a short time to benefit. The other one, I also hope that the second doctor will talk about why you will win on the mobile side?
Dr.2: Because I will win because everyone believes that I will win, so I will win, because all the companies in the same industry, they are the platform that will win, will not vote for other platforms, this thing is so understood, such as Say you are a model of Jingdong in Lilac Garden, because he is too big, he has no other choice, the other is Taobao mode. It may not be me, it may be someone else, but someone must do it, market promotion, then let’s sit down and see, everyone should believe that I can make it. We also have the most small partners. For example, I will tell you about it. We are connected with the 20,000 doctors of Chunyu. Chunyu will give us a traffic distribution and download our app. Why do we do this? Because we are doctors and patients, we are sure that we will not compete, even if he does not support us, this market will not be blank, it is likely that others will come up, if so, why does he not support me? So there is no reason, because he supports me, so I won.
And all the doctors and patients classified, mobile medical companies, we are the most friends, will also support us, because I have an appointment with Huakang, three years later, so we all hope to wait until that day. This market is made, if you don't have a certain market share then there is no way. If you expand the scale quickly, you can reverse the relationship. So we are all watching, we are all learning, there are a lot of variables here, so professionals are very different from ordinary people. We, from the perspective of investment logic, speak a little deeper, TMT logic flows As the core, who has the application, and then some traditional industries with PE as the core, he is valued by discounted cash flow earnings. It seems that medical behavior is not a high-frequency behavior, a low-frequency and low-frequency behavior. How do you define a logic? In this case, many of the projects that are invested in TMT have traffic and users. So most medical companies are here to brush traffic. So there is a good job, like Chunyu doing the best, other companies can't do this. Therefore, a large number of companies are competing here. Only such logic is recognized by investment companies. For example, the logic you used to do is a doctor-patient communication logic, a slow logic, or an acquaintance relationship logic, then he can't have a large flow, he will force a lot of teams, do some stupid things, put traffic As a result, many people will have misunderstandings. The more users on the platform, the better. This is not right. Why? Because of the many times the platform, the more traffic, it will bring a lot of teams. This kind of company accounts for 90% of our industry, and he will start to make false traffic, so the best company in our industry is actually Medical Pulse, Bio Valley, MedSci. The Bio Valley is not offensive, and everything else is fine. So I said this logic is a logic between the two. If you want to go to the logic of TMT, there will be a very big risk, that is, it really turns into burning money, you want to do low frequency to high frequency. So in the end we can win, and we dare to say this today for a reason. After the Spring Festival, everyone can see the variables, especially after the docking with the insurance company, the situation will change, and we will see our market opportunities next year.
Liu Qian: Thank you, Doctor II. I think everyone has their own opinions. Since the layout has already been laid, but there is still a chance left, the group owner made a statement.
Big blame (group owner): To be honest, I really didn't expect to speak here, it was too difficult. In fact, we do mobile medical treatment, or do Internet medical treatment. What the doctors just said is always two biases, either partial Internet or partial medical treatment. The Internet can explode quickly, medical treatment can be very valuable, can help you hang a number, can help you treat tumors, this is very valuable. But these two things will definitely lead us to ask this direction to develop in two directions. If you are very biased towards the Internet, you will develop very fast, but your value must be weak. Spring rain is typical, and spring rain may develop rapidly, but He must only solve some small problems. This is what you are positioning yourself. In turn, the tumor has been cured. This value is too big. Ten thousand pieces, 100,000 pieces, I guess there are people, but it is impossible to instantly become 100,000 users, one million users, but if we only have these two Does it mean that we have no way? In fact, I have been reflecting on it for a long time. I didn’t think about it completely. It is probably the illusion of our own thinking.
Liu Qian: Because medical care is not moving?
Zhang Fabao: But I support the views of the two doctors. If you think about mobile internet, it must be very shallow. If we do it with medical thinking, it must be very heavy. At present, most of the activities in the spring rain are small hospital doctors, or hospitalized doctors, and even private hospital doctors. In the future, there will be a large number of doctors in the top three hospitals stationed! Of course, another company that is doing traditional medicine, the two companies seem to be irrelevant; in fact, when they each have a certain amount of volume, they may directly conflict, and the business boundaries between them will conflict. Just as BAT did not have the same business at the beginning, it is now the same as the frontal conflict. According to the doctor's point of view, companies that are now mobile or partial medical may be the opposite, but may merge in the future. Therefore, as far as mobile medical care is concerned, even if it does not move now, it will definitely move in the future. This is my personal opinion.
Shen Feiyan: I don't know if there are any doctors in the room. What is the application on the mobile phone? Is there any research? Because we are doing something like this now, but I now find that I can only say some doctors, and it is not particularly accurate, because it is still qualitative. I did it and found that the vast majority of doctors still defined mobile phones as personal items. His demand for medical care was not reflected on his own platform. This is the first qualitative we got.
Just now the second doctor said that the process we did also found that Bio Valley, MedSci, including Medical Pulse, including Chen Qirui who did not come today, he used public micro-signals. I am currently investigating four cities, six people in each city, two groups of surgeons, two groups of internal medicine, Chengdu, Changsha, Guangzhou, Shenyang, and 100 doctors. The lilac garden is PC-side, but he is completely used for a period of time, promoted, wrote articles, and usually has no habits. The second is to see some doctor gossip on the mobile phone, see some industry trends, no more. So the doctor just said that he won on the mobile side. I actually want to explain that it is actually that they lost. You are a low-frequency application. They are high-frequency. It’s not that you come to collect them. It’s that he reverses you. He is a counterattack, this is my conclusion. We are doing 15 cities now. We hope that we will do it in this round. Then I will do some reports. I will let him record it every time. In this case, it will be 16 groups until now. I will put it in the future. Some reports came out. I will have some reports before the festival. I will let them take the mobile phone directly to record on the spot, and then ask him to open the WeChat public account and copy it to me. Then we did something like this. I just throw this brick. In fact, the doctor seems to have not come to a place where this thing is a port. This is my problem, including the end of the apricot forest, including Zhenli. In fact, the second doctor also told me that I can tell you about the apricot forest. It is said that there are 3 people in the 90 people, and one person has used it. Two people have installed it and unloaded it. He remembered some cases. I wrote an article at that time, remembered it for a while, and cleared it when I cleaned it up. I think of course we are also doctors and patients, including the second doctor, we also have some, we tested a few, Chun Yu, in fact, the good doctor on the PC side, I still give you a hint, because everyone said mobile medical, I My feelings are actually in the aspect of medical treatment, the PC side is still an important entrance.
Liu Qian: So you think that the good doctor is right on the PC side.
Guest: In fact, some doctors think that it is helpful, and that patients are quite used to it. Many patients are still used to Baidu's entrance. The doctor's PC-side entrance is going to look for it. Spring rain does not say this. Including green apples, we also have this group. I think there are doctors from the clinical front line. In other words, he answered you a question today. I have a drink. This is a doctor on the spot saying that I went up once. They asked me to register. After I went up and saw it, I saw that I had a headache when I was drinking. He said that I answered this question. I felt embarrassed when I took five yuan. This is such a spontaneous shame. I agree with the doctor at this point. Is this light consultation mode not necessarily a mode that can work, or is it moving? This is my own feeling, but from the doctor's side, I think the whole download volume is still a problem. From the doctor's own needs, what is the use of this mobile phone, I think we still have to think about it.
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