Mobile medical blows out the yellow sand to see gold: high-speed growth of medical e-commerce!

Mobile medical blows out the yellow sand to see gold: high-speed growth of medical e-commerce!

移动医疗吹尽黄沙始见金:高速增长的医药电商!

When it comes to mobile medical care , it is impossible to cross mobile medicine. After six years of development and a trough of more than a year, the entire pharmaceutical e-commerce industry began to scale, the business developed in an all-round way, many began to make profits, and the industry threshold has reached one billion clubs. Stage.

The inside faucet has Ali Health, which incorporates Tmall Medicine. Jingdong Medicine, which is also born with the Golden Key, has a steady growth in the old-fashioned Kang Aiduo and Jianke. Today, we are a company that may have great capital in the industry. 1 medicine network as an example, comprehensively elaborate this industry!

1 Pharmacy Network (formerly No. 1 Pharmacy Network) is affiliated to Guangdong No.1 Pharmacy Medicine Chain Co., Ltd., and is the first legal online pharmacy in China to receive the Internet Drug Trading License issued by the State Food and Drug Administration. Its predecessor, No.1 Pharmaceutical Network, was established in July 2010. After years of hard work and rapid development, it is one of the largest e-commerce drug sales platforms in China.

We can first look at the official introduction: 1 The drug network is committed to changing the status quo of the Chinese public "difficult to see a doctor, buy medicine expensive" through the Internet model and thinking. 1 Pharma Network uses innovative Internet and IT technologies to provide online medical treatment, drug purchase and health management services, and through the reduction of intermediate links, optimize the supply chain, provide a complete solution for the Chinese public to buy medicines and provide benefits and convenience.

Financing situation

In September 2013, it won tens of millions of rounds A; in December 2013, it won tens of millions of rounds of B; in January 2015, it received 450 million rounds of financing; in October 2015, it received 1 billion of invested by ClearVue. Round financing; in April 2018, Tonghe was awarded a $50 million financing from the 1 drug network.

At present, 1 drug network has a web-side website and a drug network APP, and settled in the flagship store of Jingdong-1 Medicine Network.

APP overall experience:

1. Purchase of drugs: The page has good interactivity, and the drug library is labeled with various classification entries, which is convenient and quick.

2. Internet Hospital - Ask the doctor:

1 platform directly shows whether the doctor is online, this experience is good, users can choose online doctors to consult, to avoid waiting too long.

2 Although there are not many doctors on the platform, there are full-time online doctors, as a platform for purchasing medicines, which can meet the needs of most drug users.

3 The quick consultation platform will match the doctor according to the department and region selected by the user, and the response speed is also very fast, basically no need to wait.

4 The doctor has a good reply and the response is more professional. The end of the consultation will give the Internet hospital's prescription (including basic patient information and doctor's diagnosis, doctor's electronic special chapter, reviewing pharmacist and dispensing pharmacist) if needed. You can link directly to purchase medicine.

5 A little experience is not good, the input box is relatively small, the send button is still in the input box, the operation is inconvenient

All other features are available on their web-side website.

Business model

There are currently three core businesses:

One, one drug network: B2C medical e-commerce platform;

2. Drug City: No. 1 B2B drug trading platform serving pharmaceutical manufacturers and pharmaceutical retail enterprises;

Third, 1 diagnosis: "Internet +" remote mobile medical consultation service platform.

One, one drug network

1 drug network is based on B2C pharmaceutical e-commerce. In 2015, it led the pharmaceutical e-commerce with sales of nearly 1 billion yuan, while the 2018 conservative estimate will stabilize the sales of 2 billion.

At present, 1 drug network sells more than 140,000 kinds of drugs online, covering 10 categories of Chinese and Western medicines, nourishing health care, contact lenses, medical devices, cosmeceuticals, and adult products. After actual testing, the number and availability of SKUs are the first. First, basically everything. C-end has more than 20 million registered users, 80% of sales come from self-operated channels, and 80% of customers come from mobile. In addition, according to the Yiguan Qianfan Index, 1 drug network ranked first in the medical-medical e-commerce field (see Figure 1).

移动医疗吹尽黄沙始见金:高速增长的医药电商!

Figure 1: Medical-medical e-commerce Yiguan Qianfan Index ranking

Table 2 is a comparison table of several commonly used drugs in their respective platforms. The comprehensive range of drugs, in addition to a few products in the Jingdong platform, the price of a drug network is almost the lowest in the whole network!

移动医疗吹尽黄沙始见金:高速增长的医药电商!

Table 2: Comparison of drug prices of various platforms

Remarks: 1 All drug prices are calculated on May 11th, and the price of drugs on different platforms is not excluded.

2 Jingdong pharmaceutical drug price is the self-operated price of Jingdong Pharmacy, not the drug price of other businesses in Jingdong.

More than 3 drugs are the same price as the same manufacturer.

Therefore, the current 1 drug network ranks first in the field of medical e-commerce, not only the complete product category, but also the price advantage. After the establishment of user reputation and brand influence, it also attracted Pfizer, Bayer, Eli Lilly, AstraZeneca, East. Large-scale domestic and foreign pharmaceutical companies such as E-Jiao, Wyeth, Slyan, and Besunyen have carried out in-depth strategic cooperation with them, further strengthening the supply chain resources of 1 drug network, and forming a virtuous circle for the overall business.

Second, No. 1 Medicine City

The parent company, Gangling Group, operates the No. 1 Pharmaceutical City and Huazhong Drug Exchange model in the B2B field, focusing on serving upstream and downstream enterprises in the pharmaceutical circulation field, compressing intermediate links, saving costs and improving supply chain efficiency. On the one hand, it serves the pharmaceutical retail enterprises, on the other hand, it directly connects with the drug-producing enterprises. In 2017, more than 40,000 pharmacy members have purchased medicines through the No. 1 drug city.

Third, 1 diagnosis: "Internet +" remote mobile medical consultation service platform.

In 2016, the “Southwest Internet Hospital” jointly established by 1 Medicine Network and Guizhou Province officially announced its online operation.

The medical resources of the Southwest Internet Hospital come from the “1 diagnosis cloud clinic” of the 1 clinic. “1 Diagnostics Cloud Clinic” established a full-time medical team in Shanghai and agreed to establish a team of full-time pharmacists in Guangzhou. At the same time, the establishment of a Shanghai Mobile Center and Shanghai Pharmacist Service Center to provide support.

After the actual test, the business has achieved a closed loop, that is, some processes may be too cumbersome due to compliance requirements.

The patient through the "1 diagnosis" client, contact the 1 diagnosis platform to sign the expert doctor for remote video diagnosis and treatment, and issue an electronic prescription, and then complete the delivery. At present, “1 diagnosis” has been embedded in the 1 drug network and is gradually expanding to various provinces and cities across the country.

In addition, 1 drug network did a lot of live broadcast planning, including the platform's own live broadcast, let the doctor operate, get traffic after e-commerce conversion; and live audio in Himalayan. 1 The activity planning ability of the drug network is the first-class in the industry. The operation mode of the Internet has also given us great inspiration. Through the C-side reverse aggregation, it can not only create the long-lasting stickiness of customers, but also force the content side.

Comprehensive analysis

As a big country with a population of 13+ billion people, the current status of the pharmaceutical industry is that it is difficult to buy medicines for the public. The circulation of medicines is numerous and inefficient, and the fragmentation integration of drug circulation terminals is low. Therefore, Internet + medical health will be one of the most promising industries in the next few decades, and the Internet will change the landscape of this industry.

There are many people who take medical insurance to say things. In fact, in the long run, the state will support it sooner or later. This is beyond doubt. Sometimes it is not clear, or you need to look down! And even without medical insurance, due to the convenience of services, reducing the overall cost of patients, especially privacy protection, will greatly promote the development of the industry, for example, psychiatric, male, gynecological, orthopedic, and even the most common Jinsen and Alzheimer's, even digestion and breathing, patients have a strong desire for privacy protection, many people do not want to appear in these departments, some people do not want to leave a handwritten record in the medical records. . . . .

The Internet provides a very effective privacy protection mechanism, and it also maintains the patient's dignity and convenience. Therefore, the industry will be blown up from a large scale this year!

From the perspective of pharmaceutical companies, pharmaceutical e-commerce will also be a very important carrier. For example, many companies use the method of discarding labels for product insured prices, but are products not sold? How about hundreds of employees or agents and years of doctor relationships? Therefore, in addition to being placed at the door pharmacy, it is very important to find a medical e-commerce carrier.

Of course, the final business run and compliance requires the other side's efforts, but its prospects are limitless!

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