Answer magic VS medicine crossing: medical big data, two life-and-death fights

Quick comment: Anceaux and Du Yao have been competing fiercely in the medical circle recently. Among the "new forces of medicine", if Anceaux wins, there may be a big change in the pharmaceutical industry, and there will be a business case of killing the rich and helping the poor.

Commercial warfare has been the most wonderful drama in the financial field since ancient times. From the Tonglu gang war in the early years, the real estate giants fought, Gree and Oaks tore at each other, and every battle was vigorous and inseparable. However, the fierce commercial war is the same, and the interesting commercial war is one in a million. The beginning of the war has to start with a "Jianghu killing order" ...

A drama that kills the rich and helps the poor, and makes small and broad.

Previously, some netizens posted the internal documents of the two companies and the discussion between employees on the Internet, which probably meant: Du Yao and the answering magic robbed the market badly, and both sides issued mobilization orders. The internal document released by the magic answer is like this: The first sentence goes straight to the point and announces that "the war with Du Yao has officially begun!" This is not an exaggeration. The word war is used in people's "red-headed documents" Although Du Yao didn't officially issue the document, the discussion in the internal meeting of employees also showed a general attitude: the company should put "all employees" into a state of emergency, and launch an all-round attack on the answering magic where pharmaceutical companies can be touched. As long as you find the customer to answer the magic, there is no dead angle to find fault in all directions. The discussion group also said that when trying to win a customer, Du Yao succeeded in this way and cut off the customer who answered the magic question. For all kinds of voices on the Internet, the staff who answered the magic generously admitted that they had indeed sent a notice, that is, they wanted to grab it from Du Yao in an all-round way.

Friends in the insurance industry saw that the two companies were torn together, and they all lamented that "the routine of the pharmaceutical industry is too deep, and our insurance sales dare not fight such an indecent battle." ...

Why is this war in such a hurry? Just know the background. Drug crossing, like answering the magic, is the focus and trendy. Du Yao has long established the position of medical data industry, which was once well-known in the industry. But soon after its establishment, the answer magic from Changsha was fierce as soon as it appeared. Using big data and media+Internet model, it is difficult to promote a new product. Faced with such a situation, it is only a matter of time before the two families go to war. But in fact, there is a profound logic behind this battle. Among the customers who have experienced the two products, everyone thinks that the interactive experience of answering magic is to crush drugs. Before, some investors lamented that Li Jing, the head of Du Yao, still had the mind to speak everywhere in the face of the struggle to catch up with the devil. Seemingly calm, but in fact, Du Yao would have been unable to sit still.

Answering the magic cross-border robbery has been reduced to a blow

Medical big data is a dark horse in the pharmaceutical industry. Answer Magic and Du Yao, the CEO of Answer Magic is an alumnus of Wudaokou Finance College, and the CEO of Du Yao is a scientist of Thousand Talents Program. The drug ferry in the industry shouted "I am the leader of medical big data", and the cross-border answer means "simple, efficient and easy to use" is very important.

Medical data separates two enemies and also separates the pain points of this industry.

10 years ago, when Jing Li, just entering ancient times, discovered business opportunities, the starting point was very simple, that is, while building a medical Baidu, betting on innovative drugs.

In a sense, Jing Li's views are indeed forward-looking. The scale of China's pharmaceutical market is not proportional to the investment in R&D, but the overall market size and investment growth rate have exceeded the global average growth rate. The biomedical market in China was 1 167 billion in 20 18, with a compound annual growth rate of 22.4% and 262.2 billion in 20 18, accounting for 14% of the global market, far higher than the global average growth rate of 7.7%. It is estimated that the market scale will expand to1319.8 billion in 2030, accounting for 28% of the global biopharmaceutical market. The proportion of pharmaceutical R&D investment in China is relatively low, reaching $654.38+007 billion in 2065.438+06, accounting for less than 7.4% of global R&D investment. However, from 20 12 to 20 16, the compound annual growth rate is 19.2%, which is much higher than the global average investment growth rate of 2.4%. However, combined with the relevant national policies on innovative drug research and development, China's pharmaceutical research and development investment will continue to rise in the future. From 20 16 to 202 1, the compound annual growth rate is expected to reach 22. 1%. In 20021year, it will reach $29.2 billion, nearly three times the investment scale in 20 16. (Data from Frost &; Sullivan)

With the first-Mover advantage, Li Jing won a certain market and attracted the attention of many young researchers as a thousand-person recruitment plan. Some people say that drug transit has built a moat by time, but time has also dragged down drug transit. Medical big data products that have been maintained for 8 years are becoming fragile in the face of new technologies. The answer data created by NLP and deep learning technology are more favored by customers and investors. Medical big data has developed to intelligence under the transformation of AI technology and Internet. Faster, more accurate and more complete. Obviously, whoever meets these needs is the darling of the industry. Especially after "new power" became the hot word of the year, the industry began to pay more and more attention to science and technology enterprises in various industries. The demand of users is large, there are many data users, and the competition is becoming more and more fierce. This is not difficult to understand, in order to answer the potion, we must save face and fight a tough battle.

As we all know, the R&D investment of an innovative drug is $2.6 billion, which is definitely a guarantee for enterprises providing infrastructure services for this industry. Medical big data has extremely high requirements on the comprehensive quality of entrepreneurs in terms of technical barriers, data volume and industry know-how. Faced with this situation, if you answer the magic step by step, its lounge chair will be crowded with people. Therefore, answering demons is like a Tsinghua teenager who is new to Jianghu but has unique skills. He showed his edge, Buddha blocked the killing of Buddha, and God blocked the killing of God.

What is the medical market fighting for?

In contrast, Du Yao also has capital advantages and more industry resources. A person close to the top of Du Yao once revealed that Li Jing, CEO of Du Yao, is a myth of the company. He also founded a number of companies covering innovative drugs, private equity funds, data, hospitals and other fields. On the other hand, it is reported that sales staff will be recruited on a large scale after 2020. Obviously, Du Yao's capital ability is far better than Ansao's, and the boss will come to the front line for financing, but Ansao is still optimizing sales. So the magic answer started a price war, and the sword refers to data. According to statistics, Anceaux's quotation to users is 30% lower than that of Du Yao as a whole. Judging from the price war, Anceaux, as a rising star in the market, is expected to seize the market scale through price subsidies. In this regard, Du Yao did not dare to take it lightly, and the seller used words as a counterattack. But from the data dimension, drug-related and answering magic are basically the same.

Nowadays, although the B-end prying power of the answer magic data is not as good as that of Du Yao, under the bombardment of major media and cruel price subsidies, the answer magic may further shake Du Yao's position. The CEO of Answer Magic is a serial entrepreneur, and the team size is much smaller than that of Du Yaohe in the second-tier city of base, so the answer magic will be more efficient in the use of funds. Obviously, with the continuous efforts of answering magic in products and sales, the platform will continue to complement each other in terms of team and financial capabilities. The synchronous growth of the trinity will be another major external crisis for Du Yao in the future. Next, let's see how Jing Li took over.

Turn your back on your mother's house. Who's in charge of the ups and downs?

Previously, Answer Magic announced that Wu Kai Angel (founded by Wu Kai partner Wang Qiuhu) and the supply room had invested in it. On the other hand, Du Yao obtained Herbal Capital (founded by Kaicai partner Liu Qianye) and Hanshi Investment. After that, the pharmaceutical big data industry formed a pattern of "drug crossing+herbal capital" and "answering magic+opening angel". The mutual killing of pharmaceutical big data companies eventually evolved into a mutual game between capitals.

Where is the road?

Answer the magic across North China and East China, who can keep the north of the Yangtze River and who can keep the north and south of the river in the cold winter of the industry? In 2020, the epidemic came, emerging sales channels rose, and investment in innovative drugs continued. The war of drugs crossing VS answering the devil is still going on, unlike Pinduoduo's challenge to Ali and JD.COM, which opened the cracks in the sinking market; Don't challenge Baidu like Meituan and break the pattern of ATM unifying rivers and lakes; Different from ByteDance's challenge to Tencent, it has brought rapid changes to the short video war. Some people say that the impact of these small giants on the summit is fierce enough to shake the change of the whole industry.

To sum up, in the digital war of medicine, if the magic answer wins and the sales scale and customer resources overwhelm the data of medicine crossing, then the star is not the star, but the star who started a prairie fire, and the pharmaceutical market will be greatly changed, and at the same time, a drama of "killing the rich and helping the poor" will be staged.