Is the mobile medical platform commercialized?

February 9, Beijing.

This afternoon, Chunyu Mobile Health released a new model of “service e-commerce under the guidance of private doctor intervention”. Chunyu Mobile Health's mobile app application “Spring Rain Doctor” is China's more well-known mobile doctor-patient communication platform. The launch of this model is the first step to fully commercialize it.

Mobile medical platform commercialization?

According to media reports, the health consultation and medical guidance platform registered similar to Dr. Chun Yu also completed the holding of the top medical e-commerce company Jinxiang.com on January 30.

At this time, the online sales of prescription drugs are released soon. The latest news is: "Internet Food and Drug Administration Supervision and Management Measures" (hereinafter referred to as "the Measures") has been formally finalized and is expected to be announced in the near future. Therefore, the cooperation between the mobile medical platform and the medical e-commerce platform is in full swing.

Previously, mobile medical platforms mostly relied on capital investment to burn money, and profiters were embarrassed; the liberalization of online prescription drugs may provide new sources of income for these platforms. However, there are still suspense in the prospects for commercialization of mobile medical platforms.

How big is the market space?

Some insiders told the author that the pharmaceutical e-commerce industry currently has two relatively big problems: when to sell prescription drugs online, how to connect with medical insurance.

According to the data, in 2013, the market size of Chinese medicine B2C (that is, e-commerce sold drugs to individuals) was 4.27 billion, of which a large part was health care products, and the sales of genuine over-the-counter drugs were about 1.7 billion yuan; The ratio of market share to prescription drugs is about 1:4. If prescription drugs are released, according to the prescription drug market is 5 times that of the over-the-counter drug market, then the prescription drug market is 8.5 billion yuan, and the total market for online drug sales after release is 10.2 billion yuan. .

This is not the final expectation of this market, because the sales of drugs are greatly affected by medical insurance. Many people are not willing to buy drugs online in order to be reimbursed. Once the medical insurance is released, 30% of the market will be calculated according to the normal self-funded drugs. The post-pharmaceutical online shopping market will reach 34 billion yuan. Even this figure is far different from the $74.3 billion in the US drug online shopping market.

This is also the reason why Chunyu launched the “service e-commerce”. Zhang Yu, CEO of Chunyu Mobile Health, told the author that at present, Chinese pharmaceutical e-commerce accounts for less than 1% of pharmaceutical sales. The underlying reason may not be due to the domestic policy system reasons that the industry generally believes, but rather the service. .

Zhang Rui said, "With the current sales power of Chinese pharmaceutical e-commerce, the big dividends for the sale of prescription drugs online, most people can only drink soup and eat meat. This market does have huge market space, who can seize the historical opportunity. Who can complete the market shuffling and become the king."

Zhang Rui believes that China's current medical e-commerce is based on flow-based, based on diffuse shopping, B2C e-commerce system with the goal of maximizing customer price; in short, it is a kind of “flow-type e-commerce” The Tmall Medical Museum is a typical representative, which has three fatal problems for the sale of medicine:

First, the cost of traffic is getting higher and higher. The cost of medical e-commerce customers is as high as 100 yuan/person, and this cost will increase by 20% every year. Coupled with the mobilization of traffic and the large-scale admission, medical e-commerce is pushing the traffic cliff. This industry does not make money, in part because of the high cost of traffic.

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