Ali, Tencent, multi-layout "Internet plus vaccine" how to solve the vaccine reservation problem?

Over the past few years, China's healthcare industry has undergone an important digital transformation: digitalization has reshaped the way hospitals serve and the way they operate, and many aspects of medical services have become online.
But the entire medical industry is like an iceberg, currently completed online registration, consultation, re-diagnosis and other scenes, only part of the ice, the iceberg under the water there are many scenes have not been shaken.
there any areas where digital transformation is urgently needed, but where digital penetration is low? Yes, vaccine services count as one.
this year, public interest and demand for vaccines have risen significantly under the influence of the new crown outbreak, and the contradiction between supply and demand for vaccines has suddenly been magnified.
, the contradiction between supply and demand for vaccines has always been a problem.
to HPV nine-price vaccine as an example, since the market has been extremely difficult to make an appointment, HPV nine-price vaccine fever has led to a surge in vaccinations in Hong Kong, so far is still difficult to find a shot.
shortage was repeated when this year's flu vaccine came on the market.
although the number of flu vaccines issued between July and September this year has exceeded last year's total for the whole of last year, the flu vaccine was out of stock as early as National Day.
when the imbalance between supply and demand for vaccines has become the norm, if we make the worst assumption that this year's flu spread and new crown outbreaks overlap, it is likely that society will need a large number of temporary vaccination points.
the number of flu vaccines issued is 30 million, the number of new crown vaccines will be much higher than that, for the existing vaccination service system, will face no small pressure to vaccinate.
, however, the challenge is not just the sudden surge in demand, but also the channels through which to digest it.
arterial network (microsinsal: vcbeat) statistics found that in the vaccine digital services in this sub-sector, there are already Ali Health, Tencent Health, Baidu Health, Dodo, Lilac Garden and other Internet enterprise layout.
stage, the "Internet plus vaccine" model is mainly vaccine e-commerce, to solve the problem of information asymmetry.
The future, in a market where supply and demand are high and digital penetration is low, the involvement of Internet companies may have the opportunity to integrate the non-immunization vaccine market in both directions, optimizing demand and expanding supply, so that vaccination rates, which have been hovering low, will increase.
China's vaccine market is ushering in a golden period of development to open the mobile phone vaccine reservation channels, you will find for a variety of non-immune planning vaccines, are difficult to find, booking is not limited to HPV vaccine, influenza vaccine such a well-known category, shingles vaccine, rabies vaccine and other non-immune planning vaccine reservation is also more difficult.
outbreak of vaccine demand, which is expected to surge in demand for non-immunization vaccines, is expected to be the norm in the vaccine industry, as is the first to be seen in the world.
, China's non-immunization vaccination rate is low, and now the outbreak of demand is partly to make up for historical arrears.
our country's immunization programme vaccination rate remains above 90 per cent.
for non-immunization vaccines, the vaccination rate in our country is generally low.
compared with developed countries, China's vaccine market still has a lot of room for expansion, from the world's major vaccine market per capita vaccine consumption, China's vaccine market per capita consumption is only $3.71, while the United States and Japan per capita vaccine consumption is $47.27 and $20.44, respectively.
example, the penetration rate of influenza vaccine in China is only 2.2%, compared with the penetration rate of more than 50% in the United States, the penetration rate of influenza vaccine is very large.
with the emergence of new large varieties of vaccines in non-immunization programmes and the deepening of public awareness of vaccines in China, the willingness to vaccinate will increase, the demand for non-immunization vaccines will continue to grow.
's most visible response was a surge in public willingness to get the flu vaccine after a first-half outbreak, which led to a surge in demand for the flu vaccine.
July-September this year, the number of influenza vaccines issued by the Chinese Academy of Sciences reached 33.3596 million, surpassing the total of 30.7842 million for the whole of 2019.
of the new crown epidemic, China's vaccine market is ushering in an inflection point in the development of the industry, the market size will be rapidly expanded, especially non-immune planning vaccines.
from the domestic vaccine company Zhifei Bio published in the third quarter of 2020 report, even if the first half of the year affected by the new crown epidemic, Zhifei Bio in the first three quarters of 2020 company revenue still reached 11.049 billion yuan, up 44.1% YoY 4%, attributable net profit of RMB2,479 million, up 40.59% YoY, and revenue of RMB4,056 million in the third quarter, up 54.37% YoY, attributable to net profit of RMB974 million, up 58.13% YoY.
the impact of the new crown outbreak, the health of the vaccine industry can be seen.
vaccines, rather than immunization programmes, account for more than 90% of our vaccine market.
the number of vaccines issued in China has remained at about 550 million doses.
immunization programmes and non-immunization programme vaccines accounted for about 37 points.
and the proportion of non-immunization vaccines is increasing, and market space is expanding.
In 2010, immunization programme vaccines accounted for about 46 per cent of the approved number of issues, while in 2019, immunization programme vaccines accounted for 31 per cent, which shows a significant downward trend in the proportion of immunization programme vaccines issued, and a rapid increase in the number of non-Immune programme vaccines issued.
market size, China's vaccine market revenue in 2018 was 33.17 billion yuan, according to Frost and Sullivan.
immunization vaccine market reached a revenue scale of 3.08 billion yuan in 2018 and the non-immunization vaccine market reached 30.09 billion yuan in 2018.
China's entire vaccine market is expected to grow to 97.36 billion yuan by 2023, with a compound growth rate of 26.5% from 2018 to 2023.
, the market share of non-immunization vaccines accounts for more than 90.7 per cent of the market.
predictably, the share of non-immunization vaccines will rise as more varieties are available in the future.
community health vaccination capacity is saturated, non-public institutions are expected to eat this cake has experienced the dark "black swan" of the vaccine industry is recovering, the industry is changing.
and the existing supply and service capacities are clearly not ready for this.
on the supply side, there is currently no platform for communication between vaccine approval-supervision-use departments and influenza vaccine companies.
for enterprises, it is difficult to accurately predict demand, vaccine production also has certain costs and cyclical constraints, so generally adopt a relatively conservative strategy, dare not release production.
in terms of the ability to serve at vaccination points, there are about 340,000 public vaccination points in our country, and the number of non-public vaccination points is three or four hundred.
industry source said: "The first-line community health centres and hospitals we are in contact with are almost saturated with vaccination capacity, line vaccination pressure is greater."
" is a rapidly growing demand on the one hand and lagging supply and service capacity on the other.
to ease the contradiction between supply and demand, where does China's vaccine supply increase? In the U.S., family doctors can get vaccinated at home and pharmacies can get flu vaccinations.
the U.S. people want to get the flu vaccine, the general pharmacy will post a notice, after the consumer registration, the pharmacy information can be immediately uploaded to the CDC website, there is no layer by layer of the reporting process.
authorized units can directly point to the website to see the vaccination situation in a particular state and county, more transparent.
that with the introduction of the Vaccine Administration Law of the People's Republic of China, there is an opportunity for non-public clinics and hospitals to become new increments of vaccination in the future.
a former CDC official in Shanghai said that public vaccination points have been very hard to complete immunization program vaccinations, and if the surge in non-immunization vaccine flows, a large number of public vaccination points are basically unable to afford.
this part can be borne by non-public vaccination points.
In China, the Vaccine Administration Law of the People's Republic of China stipulates that vaccination units shall meet three types of conditions: (1) obtain a medical institution's license to practise; (2) have professional training in vaccination organized by the competent department of health and health of the people's government at the county level and assess qualified doctors, nurses or rural doctors; and (3) have cold storage facilities, equipment and refrigerated storage systems that meet the regulations for the management of vaccine storage and transportation.
it is also clearly mentioned that qualified medical institutions of the competent departments of health and health of local people's governments at or above the county level may undertake the work of non-immunization vaccination programmes and shall report to the competent department of health and health that issues their medical institutions for the record.
from these three provisions, it can be found that the way pharmacies are vaccinated is not replicable in our country, but non-public medical institutions can meet the conditions.
"Last year, we felt a small wave of private vaccination points, driven mainly by the People's Republic of China Vaccine Administration Law, passed in June 2019, which changed applications from vaccination facilities from registration to filing, " said one industry insider.
" According to CDC statistics, there are now 19 provinces (cities) including Beijing, Shanghai, Guangdong, Hunan, Hubei, Jiangsu, Shandong, Sichuan and other private medical institutions have obtained vaccination qualifications, including clinics and outpatient clinics.
for non-public medical institutions, vaccination services can draw attention to clinics and attract people with high health needs, most of whom have high spending power.
for adults and children, there are vaccine categories that can make a big difference, such as HPV vaccines, influenza vaccines, and children have multi-link multi-priced vaccines that can replace a class of vaccines.
at this stage, the number of non-public vaccination points is still small.
Arterial Network counts out-of-the-nation flu vaccination clinics in Beijing, which include 416 out-of-the-nation flu vaccination clinics, more than 90% of which are public community health service centers and health centers, including a small number In non-public medical institutions, most of the private hospitals that carry out vaccination services are women's and children's hospitals, such as Changyang Women's and Children's Clinic in Beijing (an outpatient clinic owned by Mei Zhongyi and Wind truck Medical), Beijing Harmony Clinic, New Century Rong and Outpatient Department, and Jiayu Women's and Children's Hospital in Beijing.
not have a large number of non-public institutions entering the vaccination market after the policy was liberalized? First, although from the registration system to the filing system, but for vaccination points strict audit mechanism will not change.
one of the reasons why there has been no rapid increase in vaccinations in non-public institutions since the policy was liberalized.
the same time, the policy landing also has a certain period of time and process, although in the People's Republic of China Vaccine Management Law 44 clearly defined the filing system, but the specific rules are to be formulated by the provinces and municipalities.
, only Jiangsu and Zhejiang have issued rules nationwide.
, the services and management capabilities required for vaccination are a challenge for most clinics.
supply chain and medicines are completely different, vaccination also requires deep expertise, such as the judgment of vaccination for specific populations.
, vaccinations must be implemented on the ground with the help of professionally supported vaccination points.
, in addition to community health service centers, some private clinics and hospitals with high-quality medical and service quality have obtained relevant qualifications.
How to make a large number of private clinics and hospitals have a sound vaccination service capacity, Arterial Network was informed that the industry has abundant clinic resources lilac garden, is trying to establish a comprehensive service platform, and with the vaccine manufacturers to open the path from seed supply to vaccination point vaccination, in the clinic to provide multi-ion support at the same time, a full range of market-based vaccination services.
earlier this year, it was revealed that lilac garden in the active layout of the business, related sources revealed that the lilac doctor vaccine appointment service now covers more than 10 cities, cooperation of about 80 clinics, is still in rapid expansion.
we can expect that more and more private hospitals and clinics are becoming involved in the vaccination market and becoming bigger cake makers.
the barriers to appointments How to crack In the vaccine market, demand and supply are in the middle of a period of change, but there is another end that can't be ignored, linking digital platforms at both ends of supply and demand.
, because of the 2019 "Long Live Bio-Vaccine Incident", sounded the alarm about vaccine circulation management, allowing the entire online process of vaccines to be traced back to the line quickly, in Ali's health "code traceability", vaccine retrospective coverage of vaccine manufacturers has reached 100%.
but another central part of the digitalization of vaccine services: the public has yet to be able to obtain online information about peripheral vaccine stocks, especially non-immunization vaccines.
of vaccines is not really a lot of people try, the current digital vaccine solutions can be divided into two categories.
is a digital platform for government regulation, including digital management of vaccine circulation and vaccination information.
the second category is the digital solution to serve a single vaccination facility, including information technology within the vaccination site, the traditional registration, call, mission, statistics and other processes to achieve digitalization.
we can think of Internet platform companies as a third class of businesses that are exploring user-centric digital vaccine services.
, director of the Ali Health Immunization Program Center, said: "Vaccine services need to reach a certain vaccination rate to be more helpful to public health services, and the operation of the "Internet plus Vaccine" platform needs to reach a certain scale.
in the field of vaccines, doctors and patients are not information-equivalent, and many users need service guidance, which can be content or physician counseling.
this requires the "Internet plus Vaccine" platform to iterate on a continuous process around public demand, optimize services, and improve penetration.
in the integrated operation, the Internet platform has a certain accumulation.
need to improve the connection of other non-immune programme vaccines