Wen / Han Lu Editor / Chen Xiaoping
After the "anti-epidemic" climax, Ali's health suddenly changed.
On March 15, Zhu Shunyan was appointed as CEO, executive director and chairman of the board of directors. According to the official, this move is a future-oriented innovation to strengthen organizational security and investment, and help accelerate the digital "new infrastructure" in the medical and health field of the whole society. Z3z
Zhu Shunyan, 49, joined Ali with UC in June 2014, and successively served as the president of Alimama Business Unit, the president of UC browser, and the president of big entertainment new media business. The last position in Ali was "President of Innovative Business Group" , Administers UC, Alibaba Music, Alibaba Literature, and Tmall Wizard, and has rich experience in leading innovative businesses.
This is an important adjustment after Ali's health line "anti-epidemic".
In the past 50 days, in order to control the new crown epidemic, many cities in Hubei have been closed, intercity traffic has been cut off, and most designated hospitals have closed routine departments. There are more than 13 million chronic patients in Hubei, including diabetes patients, elderly people with chronic obstructive pulmonary disease, children with epilepsy, patients with bipolar disorder, patients undergoing liver transplantation...Many patients face a short-term crisis of drug withdrawal. The
offline link has been blocked, and Internet medical and health services have become a new force. Alibaba Health's performance is also very eye-catching, with online remote follow-up consultations, online prescriptions, and chronic disease drug discovery services.
A technology-driven online medical world has created a space for the birth of patients and created imagination for Ali Health. During the epidemic, its stock price rose by 60%, and its market value reached approximately US$25 billion. Even after the callback, this company with an annual income of less than tens of billions of yuan, now has a market value of 18 billion US dollars, which is about 1/3 of Jingdong and more than 1/2 of Xiaomi.
In the Alibaba system, this “flagship platform” in the big health field has always been a low-key existence. Since the acquisition and renamed in 2014, due to the focus on the medical field, the business is complex (involving traceability, Internet medical, medical e-commerce, consumer medical, The five major business sectors of smart medical care), coupled with silent publicity, there is very limited attention from the outside world. Although the annual GMV of its Tmall Medical Museum is about 60 billion yuan, the annual active consumers have exceeded 130 million. Theoretically, every 10 There is one user in the country.
"21CBR" has an exclusive interview with Wang Qiang, senior vice president of Ali Health and head of the pharmaceutical business department. Looking back on how Ali Health "fighted the epidemic" in the past 50 days, from the integration of various interest partners, you can also see Ali's health 6 years of planning in the field. Wang Qiang said that the traditional e-commerce gameplay cannot be used in the health sector, and Alibaba Health is not a "medical service or pharmaceutical transaction platform."
Wang Qiang, senior vice president of Alibaba Health and head of the medical division
It is worth noting that the Alibaba Department has accelerated the integration of health services in recent years and has continued to build on the platform of Alibaba Health.
Beginning in 2017, Tmall Medical Museum's full-category business, medical equipment and health products and other e-commerce businesses have been injected successively; in February this year, it was announced to sell three businesses of the Tmall platform to it for HK$8.075 billion, involving drugs (OTC). Drugs, prescription drugs), medical equipment, adult products, health products and other categories.
It can be predicted that after the coaching change, Ali's healthy pace of innovation may accelerate, and this "cold chess player" laid out 6 years ago may also accelerate its return to the center of Ali's chess game after the new crown epidemic.
Underwater iceberg, 300 million patients with chronic diseases
Our business centers are in Hangzhou and Beijing, not the focus of the epidemic. Before the outbreak, we observed that the Chinese Center for Disease Control and Prevention sent several expert teams to Wuhan, based on long-term sensitivity , The team feels that things are not simple.
Before New Year's Eve, Ali Health started to build services for epidemic areas, including the procurement and deployment of anti-epidemic materials, including disinfection products, masks, gloves, and protective clothing, and quickly replenish the inventory of related drugs. Taking into account that the logistics system cannot respond quickly, it has mobilized many ecological resources such as Cainiao. In the main logistics, the joint partner "Jiuzhoutong" is established to establish an emergency response team, and the terminal logistics uses SF Express.
We strengthened the epidemic service. The day after Wuhan was "closed", we launched the "free consultation platform" on Taobao and Alipay on mobile phones, with multiple ports exposed, providing free consultation services for patients in Hubei, recalling Internet doctors who were resting, thousands of people Return to work for online consultation.
Within half a month, the cumulative number of online consultations exceeded 1.04 million, especially for the free clinics in Wuhan. The average daily number of doctors received more than 100 people, and the average daily number of doctors in the respiratory department was more than 200 people. Some users with fever symptoms Come to consult. In the past two days, an online medical consultation area for overseas Chinese has also been opened, and hundreds of Chinese embassies and consulates abroad recommend it.
Source: Ali Health's official Weibo
As an Internet hospital, the diagnosis and treatment services we can provide are limited. To a certain extent, it is reflected in the relief of emotional problems. The proportion of inner anxiety is very high.
Our basic cognition is that we should contribute our ability before the epidemic, and don’t make trouble. Patients with symptoms should be guided more for testing and diagnosis.
What we are worried about is that China’s 300 million chronically ill patients need periodic diagnosis and treatment and follow-up visits. They may not be able to go out due to the epidemic, and the supply of medicines is limited by logistics problems.
This is indeed the case. The epidemic prevention and control measures have been upgraded in many places, and the problem of chronically ill patients is difficult to dispense. A large number of messages and help messages have been received in the background:
"My wife has chronic hepatitis B. Currently in Huanggang, Hubei, the epidemic is serious and roads are blocked everywhere. , I can’t buy the medicine, I’m going to stop the medicine, I’m very anxious!”; “Other medicines have been bought, but this repaglinide tablet is missing. I ask for help to buy it. The medicine has been stopped and is in urgent need!”…………Z3z
Under the iceberg of the epidemic, there are more chronically ill patients who are crying for help. In the first week of February, we launched the “Buy Medicines, Don’t Go Out” platform, which specializes in serving patients with chronic diseases, using online consultations and prescriptions, and medicines delivered to home on the Internet.
However, things are far more complicated than we expected.
combined longitudinally and horizontally to build a drug aid alliance
In accordance with the “Trial Measures for the Administration of Internet Diagnosis and Treatment” of the Health Commission, we can “re-examine and re-prescribe”. Under normal circumstances, Internet doctors conduct follow-up consultations, write electronic prescriptions, and notify pharmacies for delivery. B2B2C can be delivered to patients. Under the outbreak of the epidemic, the merchants did not predict that they would need to reserve additional chronic disease drugs, and regional supply cuts occurred.
In the second week of February, the "Registration of Drug Absence in Hubei" platform was launched urgently to help chronically ill patients and their families who are about to stop using drugs to find shortages of drug resources. Merchants across the country relayed online and offline to deliver drugs one by one to Hubei. Patients with chronic diseases. The
"drug shortage registration" has been online for a few days, with thousands of registered information. The urgently needed users are all over Hubei, and most of them come from villages and towns. Among them, the demand for drugs for chronic diseases accounts for 87%. The number of people with chronic diseases is large, and they are afraid of the risk of cross-infection in hospital visits. Once the drug is stopped, various drug withdrawal reactions may be triggered. If this population is short of drugs on a large scale, it will easily lead to the secondary harm of the new crown epidemic.
From the background information, we collect the specific symptoms, the names of the drugs that are usually taken, and the number of stocks, and reverse the urgency of medication for different diseases, and arrange a priority order.
Among them, the top 7 chronic diseases with the largest demand for drugs are: diabetes, hypertension, coronary heart disease, chronic hepatitis B, asthma, chronic obstructive pulmonary disease, and epilepsy. The demand for drugs accounts for 62% of the total demand.
Next, we will count the drug inventory and supply of merchants in the Hubei region, match different diseases and drugs, locate the patient's location, combine local control measures, and then think of emergency measures to deliver the drugs.
Ali Health's second child Huang Bihai was on his way to Xiaogan to deliver medicines. During
, we united upstream chronic disease pharmaceutical companies, trunk pharmaceutical logistics companies, and cooperative O2O pharmacies, and roughly coordinated with 5 stakeholders:
1, which linked more than 50 companies Global pharmaceutical companies to ensure drug supply and drug price stability; 2. Organize national merchants "Aid Hubei to find drugs alliance" to solicit drugs in short supply; 3. Cooperate with logistics partners such as Cainiao, SF Express and Jointown to open drug delivery channels; 4. Establish an online consultation service platform and partner doctors to provide online chronic disease management services; 5. Enlist volunteers from Hubei Life Relay to get through the last mile of medicine delivery.
On February 13-16, 4 days, we solved the drug needs of more than half of registered users. Some users were unable to obtain them in isolated areas, such as Xiaogan, Huanggang, Jingzhou, Tianmen, Xianning, Xiantao, and so on. We released an initiative on the 17th. Book, calling on pharmaceutical production and distribution companies to join the "Hubei Support Group".
Intercity traffic in Hubei has been cut off, and many communities have implemented closed management. RegularLogistics arrangements, after leaving the warehouse, enter the city's logistics distribution point, and then send it to the end user through the terminal logistics; under the epidemic, the link was broken.
We communicate with local governments, and after we leave the warehouse, we will be delivered directly to users from one family by one by our own "shop two", using the usual rookie truck. Our shop and merchants are online almost all day.
However, there are still many insurmountable difficulties. Many drug-deficient patients can only wait and see. The medicines just can’t survive. There are also some rare diseases or cancer medications that require professional cold chain and no way to deal with; especially sinking in the towns. Some patients in need of chemotherapy have to be treated across cities on a regular basis. They are trapped in Hubei and lose the opportunity for diagnosis and treatment.
We have estimated that there are about 13 million patients with chronic diseases in Hubei. We cannot really serve all the patients, and we can only say that we have done our best. From my personal point of view, the feeling of powerlessness is very uncomfortable.
do professional things, fight prepared battles
throughout the holiday, I got up earlier than work. When I wake up every day, I will pass the work day first, ready to deal with emergencies or emergencies. During the epidemic, the company will have daily management meetings every day, work on the day of resumption, and sort out problems to be solved the next day. The anti-epidemic service launched by
is basically the accumulation of the past few years, which confirms the phrase "accumulation and development".
The outside world originally looked at Alibaba's health and thought it was a pharmaceutical e-commerce company on Tmall, which achieved growth by selling drugs. If it only focuses on pharmaceutical transactions, it will now be another result. Only by doing a lot of basic work in terms of technical architecture, business system, supply chain and even medical security, can we quickly build an emergency response mechanism in an orderly manner under the extreme circumstances of the epidemic.
We fought a prepared battle.
We maintain good daily communication with users, regulatory agencies, upstream and downstream companies, etc., so we can quickly identify the needs of all parties to ensure that there is no confusion, and we operate at high intensity to ensure efficient output.
Source: Ali Health’s official Weibo
Frankly speaking, Ali Health also has shortcomings. Our medicines are divided into emergency medicines and commonly used medicines. With the help of Ali’s O2O system, we provide 30-minute emergency medicine delivery service in normal times; The B2C medical e-commerce model can be delivered on the same day or next day. The epidemic coincides with the Spring Festival. From January 20th to the end of January, the logistics are not smooth, which is very anxious.
In fact, the health field cannot use the traditional e-commerce gameplay, thinking that having a centralized traffic portal can form a transaction, but will produce many innovative models, the most important thing is professionalism, focus and user value.
The professional threshold in the health field is very high. If you have a little knowledge and take past successful experience to do it rashly, it will be very dangerous; Internet medical care is not an opportunistic industry, and you may have to prepare for 5-10 years of firm investment; in user value On the other hand, we must understand what users need and whether the solution is really effective. User value often does not immediately bring commercial value, and the choice is not easy.
Personally, I don't want to define Ali Health as a medical service or pharmaceutical trading platform. If we look at it separately, we will become an opportunistic company. Wherever there are hot spots or business opportunities, we will plunge into it.
We are more to sort out the pain points of the health industry and make the overall layout. This is different from the vertical Internet medical companies. Alibaba Health should be an innovator in the entire industry chain.
As far as existing businesses are concerned, the pharmaceutical and consumer medical businesses will accelerate, connecting brands, medical institutions and consumers. At the policy level, specific guidelines for online diagnosis and treatment business, medical insurance payment, and chronic disease prescription drug supply are being issued one after another. Business certainty is increasing, and we must further speed up.
opportunities are always reserved for those who are prepared, as long as it brings value to users, this thing is right. The epidemic has prompted more users to realize the value of Internet medical care, and the follow-up policy orientation will be more active, and the industry will usher in a lot of room for improvement.
As for the end game, there will be many subdivision opportunities in the health field, even in the serious medical field, there will be new businesses. For example, the medication needs and medication management of patients with chronic diseases; after the state purchases in quantity, there will be opportunities in the out-of-hospital prescription drug market.
As long as external driving forces can come back sooner and move faster, our planning and response will be more timely.
title map source: Ali Health official Weibo
