Mobile medical , shaving the head and picking up a hot head. Passionate capital and startups are rushing in, but the end of the mobile healthcare industry chain, the end user's demand, has not been activated.
If 2014 is called "the first year of mobile medical care", it seems not too much. In this year, Internet giants, capital markets, entrepreneurs, and pharmaceutical companies quickly entered the industry, and a complete mobile medical industry chain has been formed. It is eyeing the attractive market space of domestic mobile medical services. The consultation expects that the market size of China Mobile Medical, which is just about to be produced, will reach 2.34 billion yuan this year and will exceed 12.5 billion yuan by the end of 2017.
The outlook is naturally beautiful, but behind the upswing, many basic issues have been ignored. On the one hand, the imbalance between arrogant companies and “undeveloped†users has made mobile medical outbreaks still only “dreamsâ€; on the other hand, the contradiction between overheated capital and lagging business models. It also makes people feel the madness of the group buying website. In addition, similar to the financial sector, how many rigorous medical industries can open to Internet companies and how many unknown “red linesâ€? It is also a "invisible bomb" buried in the ground.
In the upcoming 2014, mobile medical has experienced a round of crazy expansion, which is only comparable to the group buying fever three years ago -
In July, Huakang Panorama Network won the B-round tens of millions of financing of Yunfeng Fund; in August, Dr. Chun Yu announced that it had obtained C-round financing of 50 million US dollars, becoming the largest single financing in mobile medical field at that time; The park received Tencent's strategic investment of 70 million US dollars; in October, the registered network once again set a record for the financing of the Internet medical field, announced that it has obtained more than 100 million US dollars of financing...
Rapid expansion of new industries
On the 1st, Jiazhi Lane, No. 10, Tai'an Road, Xu Jia is planning to promote the healthy business of Green Apple from Shanghai to the whole country in this old house near Huashan Road. “In Shanghai, Green Apple Health has covered thousands of doctors in all the top three hospitals, and it is time to expand to the whole country.†The founder of the mobile medical application startup is confident.
"Mobile medical" is a collective term for the combination of the Internet and medical services. It can be roughly divided into wearable health equipment, medical applications, medical health big data and medical O2O. Green apple health belongs to the O2O category, and the main focus is on pre-treatment consultation and acquaintance doctors and patients in the doctor-patient relationship. In Xu Jia's view, patients spend less time with doctors, and a considerable part of the time is wasted on unnecessary consultations. "Pre-consultation consultation can help patients find doctors who can prescribe the right medicine, help doctors get familiar with patients early; and acquaintance doctors Suffering can help doctors and patients who have already had an intersection to communicate more easily."
In the three-story old house, when the reporter visited three months ago, it was still a little empty. There were only a dozen employees. After three months, it has grown to a size of more than 40 employees, and the seats are a bit crowded. Despite this, the company is constantly recruiting to meet the needs of business expansion.
The rapid growth in a short period of time is not unrelated to abundant financial support. In August of this year, Green Apple Health just got a Class A investment of Jinshajiang Venture Capital of 10 million yuan. Xu Jia revealed that the B round of financing has also been in the process of close negotiations, and the valuation is much higher.
In fact, in the past few months, the entire mobile medical industry has been in a frenzied expansion process. In July, Huakang Panorama Network won the B-round tens of millions of financing of Yunfeng Fund; in August, Dr. Chun Yu announced that it had obtained C-round financing of 50 million US dollars, becoming the largest single financing in mobile medical field at that time; The park received Tencent's strategic investment of 70 million US dollars; in October, the registered network once again set a record for the financing of the Internet medical field, announced that it has obtained more than 100 million US dollars of financing... and those who have received the angel round, A round of financing mobile medical Enterprises are even more numerous.
"After the beginning of this year, many venture capital companies even set up a mobile medical project team, which shows the importance attached to this field." A capital person who asked not to be named told reporters. At this time last year, there were only a handful of investment cases in mobile health, and it was mainly responsible for the TMT department or traditional medical investment projects, but obviously, various evaluation indicators are not suitable for this new field, for example, TMT A Round assessment generally requires 5 million users, but mobile medical applications are far from meeting this requirement.
At the same time that capital is insatiable, a large number of new-born companies are springing up. Xu Jia remembers that when Green Apple was preparing for health at the beginning of last year, the mobile medical application that could be called the name could be counted with ten fingers. In less than two years, there have been thousands of start-ups involved in mobile healthcare. Wang Jun, founder of IPOClub, a 24-hour entrepreneurial cafe in Shanghai, revealed that in the past few months, he has been in contact with nearly 30 Shanghai startups, basically born at the end of last year, mainly targeting medical services and hardware smart devices. "Many companies' products are not yet online and are in contact with investors."
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