Ali, Chun Yu and the peace of love doctors love each other
The startups in Shanghai are more realistic, and they are generally focused on areas that are particularly close to money, such as games, O2O, and finance. It seems that medical projects have gradually become more and more popular. Thanks to some friends, there are probably three medical companies that have wanted to invite me to participate. Although I have refused, I have done some research in the process, and have done some product positioning and marketing strategies. I always wanted to find some opinions from the head and sort out the ideas.
Recently, a good doctor seems to be quite hot. I will talk about a safe doctor and an Ali health and spring rain doctor who will love him in the future.
"Peaceful doctor" and "Ali health": heavy medical rush, heavy medicine stop
From the perspective of business models and entry points, Ping An’s doctor and Dr. Chun Yu are closer. But put a good doctor and Ali health together, you will see some interesting commonalities between the two projects.
1. Backed by the big tree: It can be seen from the name. Behind the family is the Ping An Group. Behind the family is the Ali Group. This is a piece of puzzle. Although it is a fight, Ali Health is a listed company in Hong Kong. Ping An Good Doctor's Producer Ping An Health Internet is a member of the Internet sector created by Ping An Capital. Both are relatively independent commercial entities.
2, the motive is impure: Ali has to be a full-platform e-commerce, naturally can not let go of drugs, but the online sales of drugs require a license, the only license issued to CITIC 21st century, so Arisuo will put CITIC 21st century Eat it. As an insurance giant, Ping An’s involvement in mobile medical care is clearly hoping to build through the Internet health service portal, inciting the commercial health insurance market with huge potential but currently not warm. You should know that if you go to Ping An’s property and life insurance, the premium for health insurance can be neglected.
3, are not connected with Ali: Ali Health has just changed coaches recently, the former ceo is the original Zhang Shouchuan responsible for Jingdong POP business, for retail. The core team of Ping An Good Doctor has a background in Ali. The big boss Wang Tao is the president of the original Ali software, and other core members also have many Ali people. Therefore, Ali Health is the heart of Ali's body bone retail; while Ping An Good Doctor is the financial gene that has filled Ali's blood.
Medicine and medicine, medicine is the consultation, medicine is the purchase of medicine, the two are equally important for the medical industry, just as the two sides of the coin are inseparable. Although Ali's health and safety doctors are different, they are very ethical and cut into many aspects of the medical field. However, in actual operation, the two sides still have some emphasis. Ali chose "medicine" as the direction of force, while Pinghe chose "medical" as the main point of attack. This cannot but be said to be the combination of the above factors.
CITIC became the health of Ali in the 21st century, and did not fly at once. From the interview that Zhang Shouchuan accepted after leaving the company, it may be that this time is just a break-in period. Ali did not intend to let Zhang Shouchuan play well. However, objectively speaking, the traditional company like CITIC 21st Century and Ali's corporate culture are too different. It is not enough to completely exchange blood after being acquired by Ali. Now replaced by Wang Lei, in many senses it is not an accidental transfer.
Wang Lei comes from the point of scouring. After two years, I have seen the point of scouring from the outside. However, since Ali has transferred him to such an important project, it seems that his internal evaluation is positive. From the perspective of platform positioning, Ali health is more focused on integration than subversion. The cooperation with offline pharmacies is the main line. The business level of the overall platform is somewhat similar to that of Taobao. This may be the reason why Ali will transfer Wang Lei.
And eggs. The big problem with Ali's health is that from the point of entry, "medicine" is not as good as "medical."
This is a user feature map for a medical application. The corresponding actual needs are as follows.
1. There is no clear demand for medical applications by healthy people, but healthy people will be transformed into sub-health and emergency patients at any time, and their needs are consistent with sub-health and emergency patients.
2, sub-healthy people can feel the slight discomfort of the body, such as obesity, cervical spondylosis and so on. If necessary, the doctor needs to provide advice for a long time to determine whether further examination, treatment or medication is needed.
3, the emergency patient group is often a sudden disease, need to be dealt with as soon as possible but its severity is not too high, such as: low fever, cough, heat stroke and so on. The main need of the patient is to relieve the current symptoms and to provide medication advice or to arrange medical attention.
4, the slow patient group is often a long-term disease, such as three high. Through the diagnosis and treatment, the condition has often been determined, and the type and dosage of the medication are known for the medication, but long-term medication is still needed.
5, the patient group needs to be immediately sent to hospital for treatment.
Among the five groups of people, serious patients who cannot be treated by current mainstream medical applications are set aside. Among the remaining types of people, only the main demand of the slow patient group is through drugs as the entry point. Other types of people are more demanding for consultation and pre-diagnosis, and the demand for drug purchase is also in the pre-diagnosis and questioning. Triggered after the diagnosis occurred.
Therefore, the concept of cutting medicine into the field of medicine itself has certain problems. From the offline point of view, the situation of bribery of hospitals and doctors by pharmaceutical companies is common at home and abroad. However, I have never heard of doctors in turn bribing pharmaceutical companies. From the online point of view, under the current market structure, the two applications dominated by real-time consultations—the growth of Dr. Chun Yu and Ping An Good Doctor—are very impressive. The same as the Pharmacy Network, the No. 1 pharmacy that cuts into the market with medicine is not as easy as the development of its own health question and answer platform, and it can explain the problem.
Therefore, although the two giant companies with these commonalities cut into the Internet medical industry almost at the same time, the status quo is that the safe doctors are running wild, and Ali health is still spinning around.
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