Nowadays, “Internet + TCM†has become a hot field in the medical industry . However, due to the difficulty in quantifying the therapeutic effect of TCM and the low income of Chinese medicine practitioners, there are many limitations in the development of TCM industry. What kind of Chinese medicine entrepreneurship project can be favored by investors?
Lu Gang believes that China's medical care is currently under the control of four major families: the top three, the director, the big pharmaceutical factory, and the big social security. Mobile medical care is not a panacea for solving the pain points of the industry. Instead, it is now necessary to tear off the label of mobile medical care and focus on medical new services. Because Chinese medicine does not require equipment and medicine, the wall is relatively low, coupled with the increase in consumption and aging, Chinese medicine has a natural advantage in primary care.
Zhu Tianyu believes that today's Chinese medicine industry has many similarities with the Internet industry 20 years ago. Traditional Chinese medicine is in a weak position in the medical industry, and its therapeutic effect lacks data support. Entrepreneurs in the field of Chinese medicine need to take advantage of the weak links in the industry. At present, the top three hospitals have become a strong bastion in the medical industry, and reform is difficult to implement. It is expected that Chinese medicine will be the starting point for breaking the bureau. And the capital is looking for entrepreneurs who can really solve the problem.
Zheng Wei believes that community hospitals can be bundled with the top three hospitals to achieve two-way referrals, improve the efficiency of patient visits and the income of Chinese medicine experts. The use of traditional Chinese medicine to treat untreated diseases and treat chronic diseases is to put health management at the grassroots community grassroots clinic.
Pay the full text of the speech:
Lu Gang Lenovo Star Partner
Topic of the speech: What kind of Chinese medicine entrepreneurs are favored by the capital market?
Everyone knows that after the launch of the new medical reform, everyone has a lot of enthusiasm, because there are so many problems in medical treatment, and everyone hopes to bring a lot of industrial changes with the help of new medical reform. Therefore, there is a company gambling policy dividend, and the gambling is a bit embarrassing. But China's characteristics, China is a country that is advancing in the middle of reform, and medical care and education are the two last bastions. The medical fortress is actually very stubborn. There are policies on it. In fact, there are countermeasures. At this time, a number of companies actually had too many bets, and there were policies that rushed to the market. The strength was fierce, but there were countermeasures. It was found that the middle of the implementation process was often not so fast.
When the capital tide is full of money for VC, how many doctors, how many patients can you circle, no need to make a profit, VC is willing to invest money. But VC is also patience, or patience is not so full, so today's profit model is not particularly clear, everyone is saying what your closed loop is, what is the export, can be made into a closed loop. Therefore, under this circumstance, major leading companies have been forced to make closed loops, and we encourage these closed loops. At this time, the company that is too far away from the money will inevitably freeze to death. After this wave of waves, many entrepreneurs will think about what problems they can solve in the end.
For the strategic rhythm of a startup, you must grasp the strategic rhythm, but establish an idea. Medical treatment faces four major family control, the first is the big three, the second is the big director, which is the department, their power is still very big; the third is called the big pharmaceutical factory, the pharmaceutical factory is actually behind the medicine They are the actual important payers paying some expenses on their behalf; the fourth is called the big social security, not the big insurance, it is the big social security, because the social security medical insurance is the biggest one, this is a very important payment party, and the payment effect is not enough. Need some commercial insurance like Taikang to increase the proportion quickly. This is a protracted war. If you want to change, you must have enough wisdom and patience in this field to change. We mentioned that we should not sprint long-distance running. This is a protracted war. We shared this with you as an important point of view at the meeting of Arterial Network last year. I hope that everyone will grasp this rhythm.
Mobile Internet is not a universal medicine to solve the pain point. For this Lenovo star, we have redefined a definition and have a relationship with our understanding. We said that we will not mention a lot of mobile medical care. We will mention new medical treatment. Service is to regard service as a more important point. This is for some problems. The new medical service is different from the old ecological service. It solves this industry pain point with some new business models or new technical services. . Now mobile Internet has become a means of the middle, rather than becoming a question that everyone must label, or to tear off the label and jump out of this issue. This dimension is more comprehensive.
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