Medical network - December 21 January, the Chinese academy of sciences announced the launch of "the Chinese crowd precision medical research plan", will be completed in four years 4000 volunteers DNA samples and a variety of phenotype data collection, and 2000 of them were further precision medical research;
In march, "accelerated pushing genomics and biotechnology massive USES" selected countries much starker choices-and graver consequences-in draft guidelines for China's plan in the next five years, 100 major projects and projects;
In march, ministry of science and technology announced about the release of national key r&d plan precision medical research such as focus on special 2016 project application guide to inform, from technological development and practical application to business development plan and so on to provide accurate medical guide;
In June, the national health development planning commission medical science and technology development research center of research and development of the national key program "precision medical research" 2016 annual project plan of the public, "clinical use single-celled omics technology research and development" "cardiovascular disease ZhuanBing cohort study" and so on 61 projects selected;
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This year, the precise won a series of policy for the health care industry, heat rising, investment capital influx. Berry and kang xing instrument shell days, genomics in response to the IPO to suspend the examination... Related events have caused strong reaction capital market.
Under hot trend, many people think that overheated investment, excessive foam. There is no denying the fact that replacement of precision medical technology, market cultivation and development policy is uncertainty, how to seek the greatest possible certainty in uncertainty, tests of many investors.
High, very high investment group chairman tsai to build said: "as an investor, there must be forward-looking vision and long-term investment thinking and go in the tuyere, such as the action, only effort to study the trend of the future, so you can see ahead of the others have not found opportunity". Is very high, managing partner at hai-jiao wang believes that now everyone on precision medical cognition is more and more clear, certainly will will have a lot of money into, future investment will focus on accurate diagnosis of such opportunities.
Based on the logic judgment and investment, high very high speed in the field of precision medical layout, involved, constantly expanding the influence in the industry.
A few big event aiming precision medical
Held in April this year the qing's "2016 China medical health industry investment summit", is very high in qing branch jointly organized special precision medical BBS, the guests precision medical treatment charge of certainty about future investment opportunities, to count the opportunities and challenges. High, very high investment group, managing partner at hai-jiao wang, founder of benchmark medical & CEO Fan Jianbing founder, who biological hessler, sino meidi CEO Marie, Solomon's vice President David sun, CDH innovation and growth fund partner lily, dean diagnosis, general manager of strategic investment at Zhong Jie is "precision medical treatment" in the era of opportunity and the challenge to share ideas.
In June, sponsored by the CHC medical consulting the third China IVD industry investment and m&a CEO BBS and IVD unicorn project roadshow final end. Conference, by roche diagnostics, genomics, Illumina, is very high, fortune venture capital investment, co-win, sequoia China nearly 40 domestic and international first-class industrial companies and investment institutions jointly launched by China IVD and precise medical industry and investment alliance was born, is very high investment enterprise sino meidi won the IVD unicorn series, micro biological won the third place.
Such as the above event, brings together many famous investment institutions and industrial companies both at home and abroad, the industry brilliant point of mutual reaction, unicorn project to emerge.
To construct accurate medical map
For investment opportunities in the field of precision medical hai-jiao wang said, precision medical field contains the diagnosis, big data analysis and accurate treatment. So far, accurate diagnosis is comparatively mature domestic enterprises link, the investment opportunity more certainty.
Currently, precision medical treatment is still in its early market, due to the progress of technology and policy gradually loosening, and based on industry will bring the great value for the society and patient, related companies by capital market, to get fast development. As is focused on the well-known investment enterprise of the medical health industry, is very high is consciously around precision medical industry chain layout. High is very high in the field of precision medical, have successively invested in sino meidi, general-secretary, bo orsay, such as company, since this year, is very high and micro organisms, and reached a strategic cooperation. Very high precision medical investment landscape is gradually perfect.
Sino meidi has pioneer status in domestic field of molecular diagnostics, Solomon's superior technology to focus on a new generation of genomics in human health medicine and life science research in the field of industrial applications, bo orsay, chemiluminescence immunoassay technology and products has reached the world advanced level in the field of medical diagnosis, and micro strategy of biological related product has passed the POCT ISO15197:2013 certification, performance and international big four brands roche, Johnson & Johnson, abbott laboratories, bayer related products'; Diagnosis is focused on the vitamin A, E, D, and almost occupied domestic testing niche market, vitamin A, E, D in the area of medical laboratory, the third party has accumulated rich experience. These companies each has its advantages, in their respective fields with extraordinary splendour.
The following share is very high investment for precision medical field of view:
Peace and harmony: talk about precision medical overheating too early, entrepreneurs to firm the confidence
Incumbent President barack Obama is the concept of precision medical treatment in recent years, it was more than a year. Second, China and the United States market completely different, the Chinese market is enough big, market space and demand can not the United States than in China. Single from the point of tumor patient, China's total population in the world accounted for 19%, tumor patients was 42% of the world total number of patients, this huge market enough support startups, medical investment institutions play strength and persistence. Many patients do not understand do not understand the concept of precision medical, also need to cultivate the market, the entrepreneur must be full of confidence, to adhere to the path of the walk firmly to the end.
Hope that entrepreneurs confidence, do the right thing to do, do your best, and then polish eyes, choose a suitable for their own investors to get what you want to other resources. I think the most effective function of capital is the configuration of resources. Many entrepreneurs have technology at home and abroad, also don't lack of capacity, but has a very big short version, is the lack of resources. In this case, the matching funds, investors should not only give entrepreneurs more to configure corresponding resources, make up enterprise board.
Hai-jiao wang: why are we spending big bets on firm in IVD field
In the past two years, we see a lot of project, divided into gene sequencing, immunotherapy and stem cell storage, data analysis, intelligent hardware, and the targeted drugs, etc. We all think that precision medical treatment is to complete the early accurate diagnosis, diagnosis results from treatment is not very good, so we have very high attention in the field of IVD.
We are often asked, high precision is very high investment medical logic is what? Behind this issue a few messages: it is a very high why can layout in advance so long? Second, especially how to get high quality projects? Three is very high in the future want to?
Global investment in the field of precision medical is now very hot, but in cell therapy, and other areas of the attention and disputes are very large, very high why temporarily not included in the investment category?
Our investment logic thought, IVD field is a high growth market uncertainty, from the point of the diagnosis of past years market growth, IVD field in 15% 20%, IVD market has become the largest market segment in the global medical device. We will focus on the IVD field really have the core competitiveness of enterprises.
We often think of a question is, how to maximize under deterministic industry improve the efficiency of investment? Industry is a certainty, but there are always various kinds of faults and short board, so the problem is that as an investor, in addition to money can give you?
Similarly, we also have to think about before investment, the project (technology) certainty how high? Developments in the field of cell therapy, for instance, in today's view is still exist many uncertainties, such as technology there are still many technical obstacle, patients and doctors need to education, policy environment is not mature enough and so on. The most important of all, the development of cell therapy uncertainty is not individual companies can determine or avoidance.
Guo-lin li: cell therapy industry reshuffle, valuations
New three board enterprise profits collapsed in the field of cell therapy, had originally planned to the layout of the listed companies are mostly the emergency brake, wei west event is just a fuse, a more fundamental reason is the technology development and application of immature.
The industry is facing a lot of pressure, the enterprise will continue to conduct research and development work, belong to pure investment, no return. For valuation, cellular immune target price at least by fifty percent. But with the core technology of enterprises is still alive.
Stop is to standardize the market, setting standards, the following standard come on stage will speed up the pace. In the market without core technology or curative effect is not clear technology and companies are phased out, and achieved a certain clinical curative effect on technology and verification of enterprise in terms of technical breakthrough will also be accelerated. For the whole industry, it is a chance to shuffle, I think will phase out two-thirds of the enterprise.
Capital throws a cutting-edge research and development technology direction, have a good team, made a number of clinical samples in clinical aspects, and obtain certain clinical effect of the target. Personally, now is a good time to layout of cell therapy, the valuation of depression can truly valuable mining, in technology has a good reserve of the company, work together in the clinical work, eventually progress through clinical effect to influence policy. |
