"Medical brothers" is not constant this year, some consumables are not used, chemical raw materials are reduced, and Chinese medicines are forced to retreat from small factories. The price has risen... But this reporter interviewed and found that not all of them are low-eyed, nowadays The innovative medicines of the Red Shared Medical Specialist Hospital are all optimistic about the industry. They are both sought after by capital and have policy support. They are still unable to move their entire drama to become a "hot search" physique. But in the end, who can stand up against the wind next year, but also depends on the market to buy or not.
Wind direction 1
New Deal Supports Sharing Medical Wrong Peaks to Grab Cakes Next Year
As "shared medical care" became more and more popular, industry pioneers also took the opportunity to step out of the next move.
Recently, the country's largest physician multi-point practice sharing platform, Dayihui, opened the clinic in Guangzhou and debuted the “night market†differentiated service, so as to grab the cake with the public hospital.
The founder of the platform, Zhan Zhiyong, revealed that after the clinic, the doctor will implement the “differential consultation†model, and the expert registration fee will start at 40 yuan, fully reflecting the doctor's labor value. The reporter found that the highlight of the "shared medical care" is the special launch of the night clinic service, which competes with the peak of public hospitals. In the future, it will also explore online medical treatment and integrate online and offline medical treatment.
Liao Xinbo, former inspector of the Guangdong Provincial Health Planning Commission, believes that “shared medical care†represents one of the future directions of the medical service model. According to industry insiders, “shared medical care†has only set up a platform this year, and it is bound to continue the good development momentum next year because of the new policy of “doctors liberalizing free practice and practicing more.†"This is an unstoppable trend of the times, and doctors need a clinic for medical treatment, so the supply of the platform has also risen."
Liao Xinbo believes that public hospitals can't meet the needs of different levels of society from multiple angles. The entry of private capital is encouraged by the policy and accepted by the market. Therefore, such reasonable and effective supplementary models will continue to grow and develop.
Investment reminder:
Need to prevent "sharing" is not known
Some insiders have reminded that some concepts, such as “shared medical records†and “medical jointsâ€, have been tried by some localities and hospitals and institutions. However, due to imperfect system design, system connection problems or even incentive measures, "Sharing" is ineffective and the patient experience is not ideal.
Wind direction 2
Innovative drugs are greatly encouraged by listed companies to harvest
As the big country of generic drugs, China's pharmaceutical industry needs local innovation. Recently, Taige Pharmaceutical released this year's performance forecast, benefiting from the development of innovative pharmaceutical industry, its performance exceeded expectations, the company's turning point has arrived, the company will follow the development of innovative pharmaceutical industry in the next 3 to 5 years; and another giant Fosun Pharma It is said that after years of investment, its innovative pharmaceutical products will gradually enter the harvest period.
“Investors can pay attention to many innovative pharmaceutical projects of pharmaceuticals. This is not only the intensive drug policy, but also the hot spot in the capital market, and some companies are indeed close to the 'harvest season'.†A pharmaceutical industry analyst analyzed that the innovative drug New Deal is very “Give forceâ€, accelerating approval and reform of medical insurance payment system are all stimulating large enterprises to increase investment in research and development of innovative drugs, and the number of entrepreneurial innovative drug research and development enterprises is also increasing rapidly. “Once an exclusive or promising biopharmaceutical R&D project is held, the capital market will be more trusting in the company’s R&D capabilities and will have a positive impact on the company’s valuation.â€
Investment reminder:
New drug development time is high risk
It is worth reminding that a new drug takes 10 to 15 years from the start of research and development to the market, and only about 1/8 of the new drugs entering the initial human trial stage can be finally sold. Therefore, investors should increase the "hit rate" of innovative drugs, but also have to work hard to do more research, analyze the stage and risks of products, and be wary of some "pseudo-innovative drugs."
"The so-called 'pseudo-innovative medicine' is to make sporadic changes to other people's existing products, or simply 'high-level reproduction', and then create a gimmick that investors can't understand, and use this concept to speculate on their stock prices." Industry insiders explained. Of course, the industry generally believes that, overall, the innovative pharmaceutical industry is in its infancy, and it is not uncommon for the mud to be on the right track. The future will surely be on the right track.
Wind direction 3
Specialized hospitals become capital markets
The myopia rate of Chinese people aged 7-18 years is 90%. According to the WHO report, the number of patients with myopia in China is as high as 600 million in 2016. The high school students have the highest myopia rate in the world, which makes myopia surgery a huge “rich mineâ€. The ophthalmology industry has developed rapidly. The leading hospitals and listed companies, Aier Ophthalmology, have reported that their outpatient services and surgical operations have reached new heights. In the winter and summer vacations, patients may even get together.
Coincidentally, Wenzhou Corning Hospital Co., Ltd. disclosed the initial public offering declaration on the website of the China Securities Regulatory Commission. The company plans to publicly issue no more than 810,000 new shares, and the total amount of funds raised is expected to be about 193 million yuan. Once it is successful, it will become the first share of the A-share "spirit specialist".
Corning Hospital said that mentally ill patients rely on medical insurance to pay, compared to ophthalmology, stomatology and other specialties, the gross profit rate of mental specialists is relatively low. However, the “cake†in this field is growing rapidly, with a compound annual growth rate of 18.06%.
Investment reminder:
Specialist hospital faucet is optimistic
Why is the concept of a private hospital represented by a specialist still likely to continue to fire next year? According to industry insiders, although the reputation of private hospitals is uneven, the foundation of the people has already matured. With the national policy repeatedly emphasizing and supporting social capital in this field, coupled with the more mature and rational consumers, the specialist hospitals that can be listed. Most of them are industry leaders. No matter the brand or scale is second to none in China, coupled with the future specialization of consumer choice, it is more inclined to be branded and centralized. Therefore, the specialists with wide coverage and good gross profit margin are becoming more specialized in ophthalmology and psychiatry. Capital market "toon".
"The high incidence of mental illness and the heavy burden on families and society will be more and more important." Industry observers believe. (Guangzhou Daily)
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