OFweek Medical Network January 6th: An evaluation report by PricewaterhouseCoopers has seen many people see the spring of mobile medical care , and experienced a new high in 2014. Mobile medical still has an inflow of US$4.3 billion in 2015. In spite of the prevalence of domestic capital winter, mobile medical companies still announced several huge financings in the second half of 2015.
According to PwC's forecast, the global mobile medical market will reach $23 billion in 2017, and China is expected to reach $2.5 billion. At the same time, a domestic market research center also announced that the domestic mobile medical market has increased to a figure of 4.5 billion yuan. This may be the reason why capital favors mobile medical care. However, the domestic mobile medical projects are very similar. From the perspective of the existing profit model, can the capital's staking can really lift the barrier of mobile medical care in the fortune? ?
Frequently favored by capital, the "expansion" of mobile medical
In December last year, the medical doctor 160 successfully landed on the New Third Board to win the title of the first Internet medical treatment, and then the Huada Gene who experienced the personnel changes also succeeded in the IPO. Among them, the medical doctor 160 lost more than 40 million yuan in three years from 2013 to 2015, and has little relationship with mobile medical technology but became the Huada Gene of the pharmaceutical industry. The net profit in 2014 was only 28.12 million yuan. The “expansion†of mobile medicine is not unrelated to the favor of capital.
Not long ago, Ping An’s doctor announced that he was planning an A round of financing. If the progress is smooth, the valuation will reach 3 billion to 4 billion US dollars, which means that it will fully surpass the previously obtained 394 million US dollars financing valuation of more than 1.5 billion US dollars. . And they are just two typical cases of mobile medical huge financing. In addition, Dr. Chun Yu's C-round financing amounted to 50 million US dollars, and the clove garden also received Tencent's 70 million US dollars investment. Xingshulin, intimate doctors, purple medical and other enterprises also announced tens of millions of dollars of financing news. Seeking medical advice, quickly asking doctors, etc. also revealed plans to prepare for financing. It can be said that the entire mobile medical industry seems to be the capital of the eyes of the capital, Tencent in the StartUp Health financing report, with high ventilation, Rock Health, Venrock tied for fifth in the number of investments, even if not like Ali, Baidu To test the mobile medical care in person, Tencent's actions are still not to be underestimated.
But are these mobile medical companies really worth it? For example, a mobile medical practitioner revealed in a chat that their company will complete the B round of financing, the amount of more than 30 million US dollars, has already reached 200 million yuan. The main product of this mobile medical company is the doctor's social app. At present, there are less than 200,000 registered doctors. When asked about the user's activity, the friend is silent. It is not difficult to imagine that with these 200,000 registered doctors, you can tell a series of stories, such as doctor social, multi-point practice, online consultation, medical record management and so on. But one fact that cannot be concealed is that the value of a single registered user in the B round of financing has exceeded 1,000 yuan, which is still calculated without considering the activity rate and the loyalty of the doctor. How many companies like this are still more clear than crazy investors.
The ultimate consideration of venture capitalists is still to benefit, and of course, companies that emphasize the ecology and layout of mobile Internet are not excluded. The story is beautiful, and the final success of the mobile medical project is still the profit model.
Profit model, how to burn money, how to return blood
The reason why the term “尴尬†is used to describe the profit model of mobile medical projects is that there are not many mobile medical companies that are truly profitable. The so-called profit model is more like drawing cakes. As a result, many mobile medical giants have also used burning money to describe the current competitive state of mobile medical care. Can these profitable development models allow investors to return blood?
We may wish to take stock of the mainstream profitability methods of domestic mobile medical companies.
First, traffic advertising. Some old medical information websites, including seeking medical advice and asking doctors quickly, although they are not well-known in the media, rely on PC-side traffic advertisements, but they also have good income, at least for the time being. However, this kind of profit model may not belong to the category of mobile medical care. At least it is inconsistent with the content of mobile medical stories. In fact, quickly asking doctors and seeking medical advice also launched their own online consultation APP, relying on PC traffic. The advantage of the mobile side is remarkable, but it is obviously difficult to copy the patched advertisement push on the APP. At present, the main source of profit for Dr. Chun Yu, Ping An Good Doctor, etc. is also traffic advertising. This profit model itself has no threshold, nor is it a source of profit that can impress investors.
Second, traffic sharing. An important profit-making thinking of mobile medical care is the realization of traffic, which is the same as most mobile Internet services. There are many forms of traffic sharing, and advertising is just one of them. In the era of big data, many mobile medical companies are trying to pass traffic to upstream and downstream medical services through big data. For example, young female users can be directed to beauty institutions and some female disease service providers to import users for medical equipment and pharmaceutical manufacturers, and even use the advantages of entrance to charge hospitals and doctors. However, medical treatment 160 has been controversial for recommending Hong Kong's HPV vaccine to female users. On the one hand, medical care itself involves user privacy, and mobile medical care, which lacks medical service qualification itself, is likely to be objectionable or even prosecuted by users. On the other hand, if the user does not get up, the so-called traffic realization is still nonsense, and it is doomed that the medical industry will eliminate many participants.
Manual Video Measuring Instrument
Manual Video Measuring Instrument,Video Device,Fully Automatic Image Measurement ,Optical Measuring Instrument
Zhejiang dexun instrument technology co., ltd , https://www.dexunmeasuring.com