The medical industry is an area that is particularly prone to controversy. Everyone is an expert who can be dismissed, and it is difficult to generate a generally accepted view. To give two examples, some people say that it is not good to spend more money on medical treatment. Some people will say that life is a matter of life. Medical care is not expensive. Even if the government and social security share more, it will only be left-handed and right-handed. Taxes and social security will still pay for everyone. Some people say that the purpose of medical services should be to satisfy patients. Some people say that patient satisfaction and actual curative effect are often negatively correlated. Doctors who can swear can't cure the disease. Medical research shows that the more satisfied the patient, the higher the hospital mortality rate... It’s messy!

In such an industry from the details to the top-level design, the "Internet +" admission did not make a final decision. On the contrary, it provoked a bigger debate: there are national medical reform efforts within the system, and there are private hospitals outside the system. , commercial health insurance, doctors group "rebellious army", Internet medical treatment is the oldest?

[Viewpoint] Internet medical treatment is difficult: not a problem with money

One, one billion yuan question mark

It is true that BAT and various venture capitalists have made heavy bets on Internet medical treatment, and tens of billions of funds have been invested, which has spawned a number of unicorn-level Internet medical companies, and has also bred about 3000+ Internet medical care. Start-up companies. These companies are so vast that they are eager to find breakthroughs and look forward to earning huge institutional spreads. However, the excitement of people does not necessarily mean that the direction is correct. No one can say that he is the winner before there is a running mode. However, a cold snap from time to time, blowing the hearts of investors and entrepreneurs, so that everyone can not help but ask themselves, those billions of yuan of real money, really did not cast the wrong direction?

The news from the front is not optimistic: Ali is in the health of Ali's heavy blessing, first to get the drug supervision code business was taken back, after the online sales of drugs were stopped; another industry boss Chun Yu doctor is more well-known at the venue The dean of the hospital screamed that "I don't want to see a doctor because of IT." It was stunned by a plausible "discussed by Dr. Chun Yu". As for the micro-medicine group that triumphed in financing, it pushed The "Internet + grading diagnosis and treatment" has not fully run through, the Internet hospitals are everywhere, the revenue data is not satisfactory, and it is a slap in the face.

Therefore, there seems to be an interesting coincidence: this question mark worth billions of dollars will be revived every nine or ten months. A thousand words merge into one sentence, can Internet medical treatment not work?

  Second, the super moat

Here we first throw the conclusion of this article: Internet medical care is the fundamental force to solve the problem of China's medical system. Of course, if this article cites the trend of national policies, or the series of eye-catching names of Ma Yun, Zhang Lei, Guo Guangchang, Ma Huateng, and Xu Xiaoping to prove this point of view, it is estimated that it is still not convincing. Therefore, this article will change the perspective and demonstrate this point from a macro perspective.

However, this article will not rush to elaborate on the advantages of "Internet +", nor will it enumerate the pain points of the traditional medical system. These are "PPT languages", which can be used when financing, but cannot bring orders of magnitude efficiency in reality. Enhancements, experiential improvements, and cost reductions are the driving forces for large-scale user migration and the source of disruptive innovation.

In fact, we must first recognize that the traditional hospital-centered medical model has a “super moat” mechanism, which is still very powerful. Whether Internet medical care has the potential to become a fundamental change depends on whether it has the potential to tear down this mechanism. Let's first take a look at what this "super moat" is. A brief review of the "Innovator's Prescription", a classic of medical reform, will reveal that the "hospital" business model has only been produced for more than 300 years. The hospital eventually sat down, bringing doctors and patients into the high wall and taking profits, for three reasons:

(1) Need for triage

Since the Renaissance, the development of Western medicine has accumulated a great deal of medical knowledge. The division of labor is becoming more and more detailed, and hundreds of medical specialties make the division of medical services highly detailed, which brings difficulties to patients: patients do not know which specialist they should turn to, and they do not know which doctor is better at treatment. Your own disease. A specialist hospital is actually a “stock exchange” that combines supply and demand, which can reduce transaction costs.

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