Since 2014, the topic of mobile medicine has been extremely hot. Whether it is the unicorn-class company that has already appeared, or the case competitions and seminars that have been launched by major pharmaceutical companies, or the various activities led by brokers and incubators, the time has come to swell, and the “wind vent†seems to have arrived. But by mid-2015, the heat began to decline. If we refer to the Gartner curve, mobile medicine should be near the top of the fanatic period.
When it comes to mobile medicine, you can't analyze its two attributes: Internet attributes and medical attributes.
First of all, let's talk about the Internet attributes. This is also the core reason why everyone has high hopes for mobile medical care. I hope to use the subversive gameplay of the Internet to transform the traditional medical industry and bring great commercial value.
Why is the Internet so hot in the past decade?
1, the foundation has been firmly
1) PC, mobile phone, and carrier networks have jointly built a complete infrastructure (thanks to the unremitting efforts of domestic excellent IT companies represented by the author's old club Huawei);
2) The traditional business model has entered the Red Sea. The supply is greater than the demand. The industrial upgrade requires a new connection method and service thinking, and the O2O model has emerged in large numbers.
2. From a sociological perspective, human development needs new drivers.
1) In all living things, humans have the longest pregnancy, but the children born are very fragile. It can be considered that the intellectual development of human individuals has reached its limit. Scientists' research has found that the human brain has actually become smaller over the past 10,000 years. But if human beings are considered as a community to evaluate, their current efficiency is only about 30%. In the future, social progress must be achieved through personal intelligent network connections;
2) The world has flattened, the boundaries of the country have become blurred, and the pursuit of spiritual level has begun to approach. The value generated by globalization is still being released, although the current pace has begun to slow down.
3. The pressure and promotion of the capital market
1) In fact, from the traditional investment logic, most Internet companies, even if they go public, can not bring high returns to shareholders throughout the life cycle. This is an important reason why Buffett does not invest in new technology. But the capital market still needs new topics to stimulate. If the traditional entity does not work, then please let the new economy appear;
2) Google, Facebook, Groupon, Amazon... Every company is behind a feast of capital. The industry's judgment on valuation standards has been brainwashed by big players! “PE is not important! Dividends are also traditional thinking!†Various valuation models and methods have emerged. As long as there is imagination, stock price increase is no longer a problem!
Why do VCs love to invest in Internet projects?
1. Once successful, the return is huge, and it is easy to appear the favorite home run project of VC.
1) The company's general assets are relatively light, talent is the key, and development will explode at an exponential level;
2) As long as the listing, basically do not use PE as the valuation standard, but the analogy of the company law, the valuation can be higher.
2, the cycle is relatively short, fast-lived and dying
1) Everything that can be solved with money is not a problem! Except for a few technology companies, most of them are not technical breakthroughs, but business model innovations, and most of them are doing ToC business. Therefore, it is extremely important to quickly form barriers through capital and talents. The speed can often determine life and death (the competition for taxi software is very Good case);
2) Most of the company's initial losses, once abandoned, are abandoned by the capital market, will soon die. From the perspective of capital, it is not a bad thing to die fast. The most fear is not to die. "Do you want to continue investing?" It is a problem that afflicts investors.
3, the initial control is less, is the most suitable soil for innovation
1) Social, entertainment, and life are the main entry points; easy to spread, less regulated; license thresholds (such as content copyright) appear in the later stage, but companies that run fast have formed a leading edge (you can refer to Alipay for the license) VIE event);
2) The industry required to accumulate relatively little time, innovation is king, suitable for creative and energetic young people to play.
Said so many characteristics of the Internet industry, talk about the author's own attitude. The author himself still likes and supports the Internet industry. This industry represents the most powerful creativity and vitality. In fact, it provides a lot of experience for other traditional industries. However, it may be that the author is the reason for the industrial origin, and he is skeptical about some projects that are solely supported by capital, or hope to see the core value in the project. The role of capital is to amplify value, but if capital itself becomes the first competitive, it feels less interesting.
Plant extracts refer to substances extracted or processed from plants (all or a part of plants) with appropriate solvents or methods, which can be used in pharmaceutical industry, food industry, daily chemical industry and other industries. Nowadays, the application range of plant extracts has been very wide. In addition to traditional Chinese medicine products, with the gradual increase of people's trust and reliance on natural products, a large part of plant extracts have been used in health care products and food ingredients. In addition, plant extracts have been used in cosmetics and feed in recent years.
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