Chairman Ma Yun’s amazing heroic discourse in the first World Internet Conference is still in his ear: “If we do the right thing, 30 years later, doctors can’t find a job, and hospitals and pharmaceutical companies are getting fewer and fewer.â€
If Ali's healthy layout works, Ma Yun may subvert China's health care industry, just as it has previously subverted the traditional retail industry. However, the reality of the trilogy is that Ali's health is hurried and handsome. In the first quarter, the pre-loss was expanded by 200% compared with the previous year, and the socialized electronic prescription was stopped.
Mode is wrong, one is wrong
Ali's four expected profit points, socialized electronic prescriptions to divert hospital prescriptions through the Internet platform, help retail pharmacies increase sales; drug electronic supervision code can be used to check the flow of information, use government cooperation to achieve data charges to enterprises; cloud hospital for doctors Open up online personal clinics, cooperate with medical institutions such as medical examination centers, and promote the promotion of drugs; consumer health data analysis analyzes patients' health status through patient purchasing behavior.
The top three of the four business segments have been placed on high hopes, but they have all suffered from Waterloo in reality. The reason is still lack of in-depth understanding of the pharmaceutical industry. Going back to see Ma Dong’s rhetoric, the first abandoned doctors and hospitals, the second abandoned the pharmaceutical factory, and the Internet is just a platform and tools. If the nerves and blood vessels of the traditional world are all stripped, it becomes a utopia in the air. I will also be bloody.
With the richest man's financial strength and self-confidence, the subsidy + low-cost axe into the world for the medical and pharmaceutical world is always a layman. Forgetting that consumers in the pharmaceutical market alone have no say, it is harder to try to incite consumers to instigate medical prescriptions than to go to heaven. And the standard pharmaceutical companies will kill all the illegal activities such as dumping goods and running, and will not participate in it.
The hospital and the pharmaceutical companies, both of which support the medical sector, have all been thrown away. They hope to become the new game rule makers and heads of the medical world. The dream can be 100% difficult to achieve. At this point, the original pragmatic and savvy Ma Yun seems to suddenly have a resounding style of Reyes---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Hehe smiled.
If you use the wrong amount, stick the huge amount of money to the patients and pharmacies who can't decide to open the medicine. At the same time, the online medical insurance payment has not yet landed. In the wrong time, according to the wrong mode, it can only be ushered in. Really fiasco. If the direction is wrong, you can only step on the road of no return. If you don't follow the industry's marketing rules and business rules, try to break and subvert the 28-year law in the pharmaceutical marketing channels that existed for many years, and use your little finger to go to the whole industry and slap your wrists. If you win, you won't necessarily be a giant. .
Is the cake and risk accurate?
Ali Hao has thrown more than one billion into the CITIC 21st century, and at the same time aimed at the Internet drug business and electronic supervision code two major sectors, full of confidence, is bound to win. Now the road of the former is getting more and more muddy. The latter originally thought that it could become an official business identity. By selling data and sales data, you can earn a full profit, but it was overwhelmed by Xie Dong of the physical pharmacy. The dream of Huang Qi. The electricity business is big, but it can't stand the daily investment. The profit is not as good as the small apple. It is not as good as the benefit figure of a single physical pharmacy.
If the mode is wrong or the policy trend is misjudged, it will only become a behemoth that has been lost by the acupuncture. If the financial road is broken, the huge and burning dinosaur machine will be difficult to parry. As a beginner, taking the joint route, making friends with local tyrants and all walks of life is more insured than the decision-makers and predators in the high-profile warfare traditional field. In particular, it has not yet been adequately prepared, and the industry has not yet fully learned and understood, even the equipment. The probability of a good airborne soldier landing in a swamp is also limited.
Exposing one's own tricks and one-shots to the public is a taboo, and the suicidal price of vicious competition should be avoided. Eight hundred people are killed and three thousand are self-destructive. For children with small meat grades, local tyrants They just need to smile and watch the battle, and they can win and lose without having to use one shot and one shot.
Looking at the cost of the health APP, the huge promotion costs are not counted. Only the consumer subsidy is 66% (full 30 to 20), and it is destined to lose money across the board. This kind of profit rate is difficult for the whole industry to manage and manage. The subsidy fell to 33% (full 30 to 10) and no one was concerned. The subsidy at the pharmacy is not yet counted. In theory, it should only be more versatile than the client. The policy design is full of loopholes. The pharmacy only needs to collect the false registration of the second and third hundred consumer information. If a box of medicines is not really sold, it will be easy to get millions of rewards.
Ali Health led many pharmacies to use their own policy design flaws to make a fortune in the HAPPY music of Ma Dong's "healthy + happy" music. Ali paid money but did not get any income. Even if there is a richest father, such amateur and defeated pothole policy design is destined to only lose the underwear. Fortunately, there are hundreds of billions of tuition fees for the special trains. Ali’s health has been stopped for more than 100 million yuan.
Internet companies only look at the number of users, not the number of effective customers; only look at sales, do not look at the continued sales and profits of alternative business styles and considerations lead to inefficiency and flooding marketing is difficult to stop, the industry is flooding, but can not pay true qualified The business performance is even more difficult to survive independently, and the overall return on investment and survival rate are not good.
While the medical sector is a platform for individual doctors and medical institutions, the concept of a socialized cloud hospital trying to establish an Internet world is equally ambitious. The biggest medical risks are not taken into account. How to ensure the medical qualifications and standards of doctors and medical institutions, if Can the medical malpractice platform be disposed of, can it be separated from the system? Some social rivers and lakes doctors have become surfing masters and drifting in the Internet park. They have diagnosed mistakes and delayed their illnesses. They have been packaged with fake medicines to become a panacea. The damage is still good, and what is the cause of death? Can these Ma Dong can afford it?
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