Why are investors particularly entangled when they look at Internet medical care?
Mobile medical began in 2010, and in 2014, it is considered an “emerging subjectâ€. At present, investors naturally lack experience in this area. As the aging society intensifies, medical health is destined to become the largest industry in the future. Internet investors feel that the medical market is huge, there are many problems, and there is a lot of room for improvement. Traditional medical investors are plagued by clinical trials, obtaining certificates, and entering the long process of hospitals. They also want to invest in fast-growing formats, so they are beginning to pay attention to mobile medical care. The reason why there are three types of investors who have different judgments on the future is because some people have cut into the macro analysis according to their background, some have first-line practical experience; some are from the Internet, some are from the traditional industry, so they form roughly four The learning path has produced various differences. (see the figure below) However, as an investor, it is necessary to cultivate a "middle view" industry vision, not to look at the big situation in an empty way, nor to entangle in the details of business operations. Some investors who lack the background of the medical industry are accustomed to cut in from a macro perspective, read a bunch of investment bank research reports, and researched a bunch of analytical frameworks, so there is a "some will draw a large table, marked with the hospital entrance, Doctor entrance, patient entrance, tool entry...†Need to understand investors, they need to master a methodology to understand and identify projects. When they analyzed it, they thought that "this industry is mainly looking at resources!" This conclusion cannot be wrong, but it cannot be said to be correct. The vast majority of medical resources are logically national, and some alternative methods do not really grasp the resources. Do not even want to kidnap doctors through "money, reputation, equity", the professional characteristics of doctors can not be completely bound by either party. The original investor who was originally engaged in the fields of medicine and medical equipment has the advantage of knowing enough about the industry, but the negative effect is that the medical industry has broken through the heart. The people who have been medically long have witnessed too many unspeakable reality. It has also experienced the helplessness of many medical reforms, and it is inevitably disappointing to the medical industry. Therefore, such investors have subjective hopes of change, but the subconscious always wonders if the change will really come. Investing in some new biopharmaceuticals and genetic technologies that you can understand, there is at least a solid thing. Unfortunately, new technologies can't save China, and then the technology of the cows, the hospital can't get in, the clinicians don't need it, the patients just don't understand. Can't understand, how can you? People who have been engaged in Internet business have successfully changed advertising, media, retail and other industries. There is a kind of ethos that is dedicated to me. It is easy to think that medical subversion is a matter of time. But when I actually looked at the project, I found out that there was a swamp everywhere. The medical industry is a pain point everywhere, and it is an industry that almost everyone is not satisfied with. Therefore, there is no shortage of pain in the medical industry, and the lack of a feasible solution. As an Internet company, the medical problems that can be solved are very limited. Internet investment, in fact, requires investors to have a feeling of "products". Unfortunately, most of the investment managers are young people, and they do not go to the hospital once a year. Many of them are not familiar with the basic medical treatment process. In this case, how can investors invest in a project that they don't feel at all? Rely on market research? Internet medical care is actually a very tangled industry: the Internet pays attention to reasonable trial and error, rapid iteration, and medical care is strict and cautious, and long-term observation experiments are needed for new things; the Internet pays attention to "the world is flat", decentralized, connecting everything, The medical profession pays attention to the professional classification, the university department is a small professional, and the professionalism is so strong that even if they are doctors, they are not sure what the other party is doing; the Internet pays attention to equality and openness, and medical treatment is a matter of supervision... Because of the entanglement, many investors feel that the Internet medical project does not understand, and is more worried about how to make money in the future. Most professional investment institutions, both mobile and medical projects, need to pass the Internet and medical teams. More serious investors will organize the two groups together to analyze the entire industry and “exhaustion†potential investment opportunities. It is a pity that the real opportunity for innovation will not be born out of the static analysis of the current medical situation. If we look at it from a static perspective, there is no chance for China's Internet medical care. Entrepreneurs can cut in a place that investors can't think of, and when they are sufficiently respectful of medical characteristics and the current state of the medical system, they can complete the “finding pain points, forming solutions, productization, and socialization to achieve exponential growthâ€. this process. This is the real Internet medical project. Internet medical good projects are not too many and not good to vote, but the Internet medical tide is an opportunity to save Chinese medical care. Entrepreneurs and investors are a process of “creating†and “investingâ€. With billions of dollars going down, there will be professional investors in the future of this industry. Thousands of sails on the side of the sinking boat, Wan Muchun in front of the sick tree. Tuna Loin,Frozen Tuna Loin,Fresh Tuna Loin,Yellowfin Tuna Loin ZHEJIANG RETRONX FOODSTUFF INDUSTRY CO.,LTD , https://www.retronxfoods.com