[Decryption] Baidu, Ali medical industry layout

The layout of Baidu's medical field is based on “connecting doctors and patients + artificial intelligence”. Most of them are self-defeating. However, due to bidding and selling patients, they are suffering from a crisis of trust. Ali’s medical layout is consistent with Tmall’s thinking and hopes to integrate “medical + Drugs, but the medical side is hard to see and has become a chicken rib product.

Recently, the news that Baidu’s “hemophilia” management right was “sold” to private medical companies was circulated on the Internet, and was attacked by patients and medical professionals, combined with the criticized bidding mechanism for Baidu’s medical field. The layout casts a shadow of the crisis of trust.

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Baidu, one of the BATs, has a greater ambition in the medical industry than Ali and Tencent. As of now, Baidu has developed Baidu Medical Brain, Baidu Doctor, Thumb Doctor, Baidu Health, Baidu Medicine, Dulife, Baidu. Directly numbered eight medical sectors, and in 2015, they invested in two Internet medical companies.

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Baidu started with search. A small search box carries huge amounts of data and traffic in the background, so as to enter the medical industry , relying on the platform for resource integration and related product research and development, the main line of medical logic layout is "doctoral relationship + Artificial intelligence, bidding and posting, knowing, etc. is not the real layout of Baidu's medical industry, but the service extended by its search business.

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Alibaba relies on e-commerce and payment advantages, starting from the drug end, as a key layout to develop the "drug + medical" model.

For the next step of the Internet medical layout, Baidu relies on its own operating platform, coupled with the Internet medical enterprise, the investment logic is not clear; Alibaba goes straight into the way, trying to develop a new layout outside the drug e-commerce, however At present, only the drug can be seen by the outside world.

However, the development of Baidu's medical business must avoid the crisis of trust, and Ali needs to expand the medical side outside the drug.

Baidu medical layout: connecting doctors and patients + artificial intelligence

"What Baidu wants to do is to send the right patient to the right doctor." On the evening of October 26, 2015, Baidu CEO Li Yanhong had a dialogue with Fudan students at the Zhengda Gymnasium of Fudan University, answering questions from medical students. Li Yanhong showed Baidu's goals and direction in Internet medical care.

Li Yanhong said that each vertical industry has its own unique technology, but the biggest change in the Internet is usually in efficiency. He uses the doctor's example to explain: "There are about 2 million doctors in China, but ordinary people are sick and sick. On the one hand, the majority of doctors are in a state of no disease and medical resources are wasted. On the other hand, some patients do not need specialist clinics, and finally they are discharged to the team. Experts consult for three or five minutes. Just sent you out."

"Some patients who have graduated from formal medical majors for three to five years can see very well. Some diseases are really complicated. We hope that experts will talk to him for half an hour, two hours or even five hours." Doctors and patients The reason can be more reasonable to match and achieve higher efficiency. Li Yanhong said: "Baidu wants to do 'Internet + medical' is to do it in this direction."

Since 2012, Baidu has developed eight medical sectors including Baidu Medical Brain, Baidu Doctor, Thumb Doctor, Baidu Health, Baidu Medicine, Dulife and Baidu Direct. This is different from Tencent, which mostly invests in other medical companies.

The focus of the eight major medical sectors is the connection between doctors and patients and the two. Baidu doctors focus on registration, thumb doctors are used for doctor-patient communication, and Baidu has a wider range of health, which is a hodgepodge in the medical sector; Baidu Medical, Baidu Medical Designed for use by doctors, the former can search for professional medical information, while the latter can transmit medical images; Baidu Medical Brain and Baidu Intelligent Health Equipment Platform are independent units, and the medical brain hopes to let the machine learn doctors' observation behavior, which belongs to artificial intelligence. The health device platform connects to smart medical hardware and collects medical data.

In order to be the eight major medical sectors, Baidu has established extensive cooperation with doctors, hospitals and local health planning committees in 2015, such as 301 Hospital, Huashan Hospital, Shanghai Yimao, Sino-Japanese Friendship Hospital, Guangzhou Medical First Hospital, and Union Medical College. Baidu doctors stationed in Shaanxi, Anhui, Jiangsu, Guizhou, Shenzhen and other provinces and cities, and signed cooperation agreements with a number of Internet medical companies.

Baidu Medical Marketing Department is currently positioning the development of the medical industry as: "In order to improve the inherent imbalance of medical resources allocation in China and improve the user service experience, it will provide new service models and new profit growth points for hospitals and third-party medical enterprises. ”

In addition to developing its own medical business, Baidu has also invested in two Internet medical companies, but compared with Ali and Tencent, foreign investment is much more conservative. In 2015, two eye-catching investment cases were “Healthy Road” and “Fun Medical Network”.

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