[Viewpoint] The polarization of entrepreneurship in the Internet medical industry is serious

Internet medical shuffling begins

According to the investigation of the financing of entrepreneurs in Internet medical care , in the Internet medical industry , it has also been affected by the cold winter of the capital. However, compared with other industries, the Internet medical industry is stronger and stronger. Some of them are living. The good companies have taken advantage of the huge amount of financing, while some newly-started companies have struggled to finance and eventually have to face the threat of bankruptcy.

[Viewpoint] Internet medical entrepreneurship is extremely polarized

The data show that in 2016, with the slowdown of investment and the reduction of investment amount, the proportion of financing in the entire Internet medical field has increased significantly. Among them, the seed round and the A round accounted for 32% and 33% respectively, while the B round occupied leading. In the proportion of financing for startups over the age of 50, the ratio of seed rounds to round A financing is less than 20%, while the round B is 41%.

At the same time, the industry shuffle has really begun – one-quarter to one-third of the more than 150 Internet medical projects active in 2015 have been or are disappearing. Among them, the most influential is the medical O2O project. With the hot O2O industry, medical and Internet projects have also begun to burst. Under the enthusiasm of policies and capital, Internet medical care has created a large number of patients, doctors and hospitals. Expanded entrepreneurial projects.

However, in the end, due to the special problems of China's medical industry, the proportion of public hospitals in China is large, and there is monopoly in the field. Breaking the monopoly is not a one-off event. It requires entrepreneurs to experience a long time to realize.

Moreover, Internet fraud is difficult to verify, the cost of fraud is low, and the regulation of the Internet industry has not yet formed, and the Internet medical project has also suffered from Waterloo.

In this regard, on July 28, 2016, the State Food and Drug Administration officially stated on its official website that it requested to end the online retail pilot project of the Internet third-party platform. Since then, Internet medical entrepreneurship has begun its rapid development and entered the reshuffle stage.

At present, the so-called Internet medical care still stays at the stage of drug delivery, and at most, through the APP for doctors, the real Internet + medical care is far from being realized.

Short-term capital Internet medical needs long-term investment

There are many reasons for the current situation of Internet medical entrepreneurship. Among them, short capital is also an important reason for the development of the entire industry.

According to GPLP's feedback on the status of investment and financing in some medical industries, at present, domestic funds investing in the medical industry, especially RMB funds, are very sensitive to short-term returns, and brand operations are not good at them. Therefore, most people do not see them in the short term. After the return, they all chose to flee the medical industry.

Moreover, even if there are many medical special investment funds in the industry, most of these funds prefer mature medical devices and medicines. For the long-term investment in medical research and development, Internet medical treatment, the professionalism is not up to standard, or As a result of the long investment, there are few funds focused on these areas.

Therefore, under the joint effect of the gradual cooling of the capital market and the special physique of the medical industry, the Internet medical undertakings and deaths and injuries of the Internet model entrepreneurship are also extremely heavy.

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