Wearable devices into key investment areas, pharmaceutical companies have a large cross-border layout

Wearable devices into key investment areas, pharmaceutical companies have a large cross-border layout

Wearable devices become a key investment area. Pharmaceutical companies have a big cross-border layout.

The picture shows the production base of Erkang Pharmaceutical Starch Capsule located in Liuyang Economic Development Zone. Since the outbreak of the "poison capsule" incident in China, Erkang Pharmaceutical has accelerated the layout of green, safe and environmentally friendly starch plant capsule business.

The slowdown is a topic that China’s economy cannot avoid in 2014. All walks of life are pursuing transformation and upgrading. Some pharmaceutical companies have “taken the opportunity” to play a “new trick”. The author observed that in the past two years, Hunan pharmaceutical enterprises have begun to deploy large health industries - running hospitals, building health industrial parks, pushing health foods... The big health industry has gradually become an emerging industry with huge market potential, ushered in the development of gold. period.

Prospects: Diversified comprehensive medicine and large health industry are forming

The invasion of chronic diseases, the spread of sub-health status, the acceleration of aging, and the enhancement of the concept of health care have led to the rapid growth of the big health market and the market competition. With the deepening of medical reform, a diversified comprehensive medical and health industry integrating medical care , old-age care, and health care is taking shape.

What is a big health industry? Yang Xiaozhou, chairman of Kangjia Pharmaceutical, said: "The large health industry covers a wide range, mainly from the 'governing disease' to 'treatment without disease', including health, health care, treatment, rehabilitation and other aspects. Compared with the traditional pharmaceutical industry, the big health industry provides not only products, but healthy living solutions, which in turn create greater business opportunities."

In 2013, Kangjia Pharmaceutical established the Diabetes Research Institute of Traditional Chinese Medicine, which cooperated with the Institute of Production and Education of Hunan University of Traditional Chinese Medicine to create a new treatment for type II diabetes, comprehensive intervention therapy. Yang Xiaozhou said that the key point in the treatment of diabetes is not to reduce and control, but to reconcile, which means that patients with diabetes need to live in the institute for a period of time, in the process of reconciliation, gradually reduce the type of medication and Quantity to maintain blood sugar levels, prevent and reduce complications.

At present, the health resources of Chinese residents are being consumed and overdrawn. For example, medical expenses are high, medical care is light, health expenditure is focused on treatment, and hundreds of millions of people are in a sub-health state. Many areas have yet to be redeveloped with new thinking, and the prospects for investing in a large health industry are expected.

Cross-border: 17 listed companies merged with medical institutions

The big health industry has changed its original medical treatment thinking and turned to prevent diseases. Its audience has expanded from the traditional pharmaceutical industry to only the patients to the masses. Therefore, it has promoted the transformation of the traditional pharmaceutical industry into a big health industry. In recent years, various capital M&A medical institutions have become a common practice. At least 17 listed companies such as Kangmei Pharmaceutical, Duyiwei and Ma Yinglong have announced the acquisition of medical institutions. Throughout Changsha's local pharmaceutical companies, in the face of the slowdown in growth, more and more pharmaceutical companies have crossed the border to the big health field.

In October last year, Sannuo Biotech invested 200 million yuan to establish a wholly-owned subsidiary Sannuo Health Industry Investment Co., Ltd., and acquired 80% of Beijing Jianheng Diabetes Hospital for 28 million yuan. Jianheng Hospital is a private hospital specializing in diabetes treatment. Sannuo Bio hopes to use this hospital as a pilot to explore a chronic disease management model suitable for China's national conditions and provide patients with more information on chronic disease monitoring, evaluation, intervention and management. service.

“Sannuo Biotech's acquisition of Jianheng Hospital is based on the consideration of the layout of the big health industry, and wants to build a service chain for the health industry. Diabetes is a field suitable for establishing a remote monitoring and evaluation system. The hospital model can provide monitoring tools to achieve Monitoring intervention.” Huang Anguo, Secretary of the Board of Directors of Sannuo Biological, said, “In the past two years, the state’s support for the health industry is relatively large and suitable for the development of the industry. Sannuo Bio wants to open up a broader market in the field of big health industry.”

Some insiders said that the acquisition of pharmaceutical companies or self-built hospitals is mainly because the drugs are subject to greater price control, so the hospital is looking for new sources of profit. In addition to the factors of profit, the specialized hospitals invested by pharmaceutical companies and pharmaceutical products will extend the industrial chain for pharmaceutical companies, reduce the barriers for drugs to enter the hospital, shorten the time for drug withdrawal, and directly obtain clinical data of new drugs.

Trend: Wearable devices become a key investment area

In the second half of 2013, the State Council issued the “Several Opinions on Promoting the Development of Health Service Industry”, clearly stating that by 2020, a health service system covering the whole life cycle, rich in content and reasonable structure will be established, and a number of well-known brands and benign products will be built. The circular health service industry clusters form a certain international competitiveness and basically meet the health service needs of the broad masses of people. The total scale of the health service industry will reach more than 8 trillion yuan. The blueprint of the 8 trillion yuan market has made many pharmaceutical companies familiar with the hospital industry hot.

In April last year, Sinopharm Holding Hunan invested 1.5 billion yuan to build a large health science and technology industrial park covering an area of ​​800 mu in Longhui, and built a special agricultural product processing center, a scientific and technological research and development center, and related supporting facilities, including honeysuckle, to create a Honeysuckle and other Chinese herbal medicine products research and development, qualification certification, warehousing and logistics, e-commerce to deep processing as one of the big health industry chain platform.

“Jiuzhitang is a 300-year-old brand and wants to have innovative development. The layout of the big health industry is the result of the company's overall planning. For this reason, the Great Health Division was set up last year to select products and bring products to market.” Yang Hui, Marketing Director of the Great Health Division, introduced that last year, Jiuzhitang frequently launched new products based on health foods. At present, nearly 10 products including throat lozenges and black sesame seeds have been introduced. A group of people of all ages who are healthy.

The industry believes that in the next decade, the medical segmentation from diagnosis, monitoring, treatment to drug delivery will open the era of intelligence, and the medical device industry is moving towards portability and intelligence. In this context, the combination of emerging technologies such as modern mobile internet, wearable devices, and big data with new business models, traditional medical devices or subverted by emerging technologies such as mobile medical , wearable medical, commercial insurance, and big data, smart medical care In particular, wearable devices will become a key investment area in the future.

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