The popularity of medical big data has been well documented as early as 2018. As of December last year, there were 600 + start-ups, 193 financing projects and 230 + investment institutions competing to enter the medical big data track. Behind the growth of innovation and investment, the whole industry is ready to develop. As the three important fulcrums of medical big data, which new features and changes will be presented from 2018 to 2019?
In recent years, medical big data has entered the fast lane, the growth rate of the industry has increased year by year, and the market scale is constantly breaking through. According to the data of Zhongyan Puhua Industry Research Institute, the scale of China’s medical big data market reached 64.3 billion yuan in 2017, compared with 33.1 billion yuan in 2013, with a compound growth rate of 20% in five years. Prospective industry research institute predicts that the scale of China’s health care big data industry will exceed 80 billion yuan by 2020. Therefore, we speculate that the medical big data industry will continue to grow.
The rapid growth of medical big data industry is closely related to the promotion of policy, technology and capital. 16 policies reassure the development of the industry, three technologies accelerate the application, traditional and industrial funds rush in… The combination of various factors has helped the medical big data industry to take off. National policies are recognized as an important driver for the development of the medical industry. In 2016, “medical big data” was put on the strategic level for the first time, and the first independent document was issued.
Medical big data policy has gone through a process from scratch, from macro guidance to detailed rules and regulations, which provides direction specification for medical institutions, health service companies and other data producers and users. 2019 will be a year of detailed implementation with policies as the starting point, which will also bring more confidence to the industry. The policy direction has strengthened the confidence of capital admission. From 2016 to 2018, 160 medical big data financing events occurred, accounting for 82.9% of the financing amount of the industry, reflecting the capital market’s response to the policy and optimistic attitude towards the industry.
There are mainly two types of gene sequencing companies in China. One is the manufacturer of gene sequencing equipment. Because of its complex technical structure and high industrial barriers, there are only 40 enterprises in China, accounting for 12.23%; Another kind of gene sequencing service providers and applications provide sequencing services for patients. There are more than 280 enterprises in this field, and the market competition is particularly fierce. Auxiliary diagnosis mainly provides services such as guidance robot, virtual assistant and electronic medical record for the medical industry, handles a large number of text entry work for doctors, and realizes intelligent inquiry of human-computer interaction. Among them, EMR is the main application direction of auxiliary diagnosis.
In the direction of health management, through the data collected by intelligent health equipment, physical examination center and online consultation platform, combined with AI technology, an accurate health intervention scheme is formed. At present, the main application of AI in health management is chronic disease management, such as diabetes and hypertension. In the field of health management, represented by the industry giant carbon cloud intelligence, it takes the lead in building a digital life management platform, serving more than 1 million users, monitoring, recording and managing patients’ health data in an all-round way, and providing health monitoring and guidance suggestions for users.
Commercial realization is a key proposition for the development of medical big data industry, and also an important link from information collection, application to final realization. According to data users and application scenarios, Qingtong capital divides it into b-end and C-end
B-end users mainly include hospitals, pharmaceutical companies and insurance companies. For hospitals, it can help managers manage materials and personnel, help doctors improve their diagnosis and treatment behavior and optimize diagnosis and treatment decisions; Pharmaceutical companies reduce R & D costs and failure risks through medical and expense big data, and formulate accurate marketing plans; Insurance companies can establish insurance models through medical big data, improve quality control and prevent insurance fraud.
The medical big data industry continues to heat up, and the data application gradually realizes the commercialization landing. The industry prospect presents a good situation. In 2019, the segmentation opportunities of medical big data in information construction, AI medical application and commercial realization are gradually highlighted. For medical big data enterprises, enhancing data integration and standardization is not only the key to the competition of medical information platform, but also the core ability of mining the value of medical data. Focusing on data interconnection and refined management, providing services for the government, pharmaceutical enterprises, hospitals, insurance, and third-party inspection platform has become the development path.
In many applications, intelligent aided diagnosis is the hot trend in the application of medical big data. For lung nodules, fundus images, breast cancer and other diagnostic products, landing is the first. Referring to the application path of foreign medical big data, the new drug R & D market also has great potential, especially AI technology companies, which can seek breakthroughs in different aspects of drug R & D and expand upstream and downstream.
From the layout of the capital market, medical information platform and auxiliary diagnosis projects are the focus of capital. The information platform based on data interconnection and fine management can effectively improve the management and diagnosis and treatment level of medical institutions, and the application ability and development potential of auxiliary diagnosis in disease diagnosis are gradually recognized by the capital market.