When “Drips and Tricks†came out, it almost subverted the entire taxi market. However, Ali Health copied this gameplay to the pharmaceutical industry and ended up failing. Ali Health, which has been active in the Internet medicine field, suddenly announced that it had exceeded 80 million RMB in the 2014-2015 fiscal year. In order to use a breakthrough model to force the separation of medicines, Alibaba, who is "rich and self-willed", can be described as well-intentioned and well-informed. However, the industry believes that if it is simply to copy the rules of the Internet game to the heavy traditional pharmaceutical industry, it is too "naive" to attempt to subvert the traditional process.
Ali health faces huge losses
Ali Health issued a "Profit Warning" announcement on May 28, claiming that Ali Health recorded a major loss from April 1, 2014 to March 31, 2015, which is expected to be a significant loss compared to the previous fiscal year (April 1, 2013) As of March 31, 2014, the loss increased by approximately 200%. Ali’s last year’s loss was HK$34.6 million, which was about RMB 27.67 million. Based on this calculation, Ali Health expects a loss of approximately 83 million yuan in the 2014-2016 financial year.
Ali Health said that the major loss was mainly due to the significant increase in staff costs and sales and marketing expenses in the fourth quarter of the fiscal year. It is reported that in order to build an Internet health medical platform, as of March 31, 2015, Ali Health has launched a number of projects and expanded into new business areas, such as setting up a cloud hospital platform, promoting the social circulation of hospital prescriptions, and with many hospitals. , pharmaceutical companies, pharmacies signed a strategic cooperation agreement. According to Ali Health, the loss and bad debt provision caused by the write-off of these intangible assets is also the cause of the major losses.
The game is not satisfied with the game
For the reason for Ali's health losses, the industry generally believes that "promoting the social circulation of hospital prescriptions" is a project that burns money and is not good.
“Ali Health wants to simply copy the model of 'Drips and Tricks' to the traditional drug sales process, hoping to speed up the separation of medicines. This practice was not optimistic at the beginning, and now it turns out that it does not work.†A chain pharmacy in Guangdong The person in charge told the Yangcheng Evening News reporter.
It is reported that Ali Health promoted the social circulation of hospital prescriptions and launched the Ali Health App last year. Just like “Drip drippingâ€, users upload prescriptions online to purchase medicines, and offline pharmacies offer orders. For the user, Ali Health will give a subsidy for the purchase of medicines. For pharmacies, a reward of 10 yuan will be given for every 30 yuan or more.
“This is the classic Internet 'flow thinking', which cuts off all the intermediate links and directly triggers the C-end users. But this is a big taboo for pharmacies.†The person in charge said that the pharmacies offer no limit, and they can’t see each other. When you get a quote from each other, members who have accumulated pharmacies for many years may be lost to other pharmacies. “There was no actual prescription for the pharmacy, but it led to the loss of members. Later, many pharmacies did not play directly, and they also searched for the O2O model.â€
The reporter entered the Ali Health APP and tried to order the medicine, but after waiting for a long time, no one responded. Zheng Haotao, general manager of Guangdong Jinkang Pharmacy, told reporters that this app has not been pushed since the new CEO of Ali Health came up. “The understanding in our industry is 'do not do it.'â€
Internet medical is now "bubble theory"
The Internet thinking that has always been invincible has been eclipsed in the traditional pharmaceutical industry, and the "bubble theory" of Internet medicine has also begun to spread.
The arterial network focusing on Internet medical entrepreneurship has combed the actions of BAT from the 2012 Internet health care field. Among them, Alibaba has more than 60 kinds of actions, Tencent has more than 30, and Baidu has more than 20.
Regardless of whether you make money or not, whether the idea of ​​Ali wants to force the separation of medicines is mature, the Internet has indeed set off a wave of reforms in China's health care industry . According to industry insiders, the Internet health care industry, especially the mobile medical industry, is still in the stage of barbaric growth, and has not formed a common force in the industry. But China has more than 500 million mobile Internet users, and the huge mobile Internet market will definitely bring huge innovation value to the vertical segment of medicine.
Zheng Haotao also admits that the development of traditional industries is inseparable from the big environment. Whether the Internet is a tool or a trend, the industry is still optimistic, but it needs to do what it takes.
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