[Turn post] wind casts the industry of health of Chinese medical health in the eye

Medical Terminology Concerto

Reprint from: Log of Mo of mace sheathing or bow case

Held in Zhengzhou a few days ago " industry of first China medical casts financing height forum " , it is a common forum, but attracted however come from domestic and international much home the look of company of venture capital investment. Not only IDG (international data set is round) , VIVOVentures (fund of poineering investment of Wei Wusheng ability) , TPG (group of Pacific Ocean of American heart city) , the company such as the international that build silver is in charge of all high to show up, delegate place also expedites even Beijing of new York stock exchange the delegate, do one‘s utmost company of go canvassing home arrives abroad appear on the market.

"Between global banking crisis, china makes the window of global economy, and the window that domain of medical health makes Chinese economy again. " Xu Xiaolin of executive general manager of fund of the medical health that build silver explains wind drops the consideration that come in great numbers so.

Value medical industry to develop prospect

"Wind casts a company to be interested in Chinese medical industry, advocate if out is right what Chinese economy future develops is hopeful, what future of healthy to China industry develops is hopeful. " of TPG copartner king expresses, "The two medical enterprise that our company invests in China won first-rate profit get one‘s own back. "The two medical enterprise that our company invests in China won first-rate profit get one‘s own back..

King points out, before before long, fill bank general high growth of Chinese economy GDP was adjusted 2009 for 9.3% , and the target of set of the government before this is to maintain be in 8% the left and right sides, indication GDP growth is the data first quarter only 6.1% .

"Gao Chengzhi should undertake adjustment to Chinese GDP so, value the progress of Chinese economy namely. " king says, "Although savings ratio of Chinese common people is common on the high side, dweller consumption occupies GDP scale to drop in year after year, but this does not mean dweller consumption to will hold such position all the time. According to calculating, to 2015 China is full of estate to will exceed 100 million person, estate is produced to be able to exceed 250 million person in, plus a large number of impoverished population decrease, dweller spending can rise substantially, at present sanitation of dweller medical health consumes the state of on the low side to also can get ameliorative. We predict 2020, china can become the world‘s greatest medical health to consume a country. China can become the world‘s greatest medical health to consume a country..

While Chinese economy is valued, the development of industry of health of domestic medical health also has window quite. National statistic bureau announced kinds of industrial fraction is large Feburary our country industry to increase a value to grow rate data March: Medical industry increases a value to grow 24.7% , accumulative total grows 13.7% , rank in kinds of big all industries the 2nd; Medical manufacturing industry also is one of industries with profit the rapiddest growth, entire industry realizes gain 11.5 billion yuan, grow 22.4% compared to the same period, first what amplitude occupies all industry industry. "This promoted capital market to be spent to the attention of medical industry, sturdy also the faith that capital market invests for a long time to medical market. " Xu Xiaolin says.

"Especially new medical service changes to plan is decided really and did not come 3 years of specific executive plan announce, be sure to become the tremendous impetus that future of Chinese medical market grows. 850 billion yuan tremendous increment investment and medical health system change, will make the concentration of medical enterprise all the more of the advantage, all the more of medical industry structure is optimized, all the more of core competition ability such as technical brand channel is important, the action of capital (include financial capital and industrial capital) in medical health all the more in the domain is important. " Xu Xiaolin emphasizes.

VIVOVentures is the United States dedicated the company of venture capital investment at life science domain, after its copartner Huang Ruijin analysed American security market and field of Chinese A stock market, point out, the index of healthy industry is good all the time at grail, show better defence sex, "In economic downturn, the profession that investor can choose to be stabilized relatively has investment " .

Huang Ruijin thinks, overall and character, chinese VC (wind is cast) / PE (illicit collect fund) in the past in a year, as a result of the influence of integral big environment, investment standard is more rigid, brought about what investment numerary decreases to invest amount with simple case to increase directly, investment distributings gradually from with TMT (science and technology, media, telegraphic) give priority to, changeover is the extensive investment of much trade. "Burgeoning healthy industry invests growth especially fast. "Burgeoning healthy industry invests growth especially fast..

What company suffers wind to cast favour

Zhang Suyang of partner of fund of IDG technology poineering investment was full of interest to analyse new medical service to change the change that brings to industry of medical health likely. He thinks, new medical service changes can make whole industry achieves great progress inside 3 years. Executive country is basic medicaments system will make general medical produces bibcock enterprise to become cure to alter the near future the biggest person that be benefited; System of progressively reform addition will force medical establishment to choose copy pharmacy; Common and current business and retail company profit will be reduced further, dimensions advantage and professional advantage will be more significant; Sanitation of basic level medical health serves a system build, short-term inside in will giving low end medical apparatus and instruments brings a large number of demand; The demand that vaccine will appear to be stabilized continuously, vaccinal company grows long-term stability...

The soft silver that attends this second forum, associate the orgnaization delegate such as group of cooperation of the classics in investment, United States is valued generally new drug, special medical and the Chinese traditional medical that have patent protection kind enterprise. Associate invest Liu Zehui of high investment manager to express, their key attention treats the drug of characteristic specialized subject such as diabetic, tumour, with the new drug product of the later period in be in research and development. Asia of orchid strong and pervasive fragrance invests a group to invest flourish of luck of chief inspector poplar to say, the investment of medical apparatus and instruments and medical establishment of rural basic level are built, it is the direction that its value.

Huang Ruijin criterion more value copy pharmacy to invest. He points out, new drug research and development is medium long-term investment. Short-term and character, stricter and stricter examination and security ask, need professional investor to have the assurance of good judgement and risk to the clinical application of new drug. Foreign wind cast a company to had paid close attention to R&D company lesser 2009, in new drug respect it is actively search medical of as can big perhaps as big pharmacy company live thing to the company cooperates or have buy go qualitative investment project.

"The inject drug market that home is modelled on will have huge to invest an opportunity. " Huang Ruijin says. In future inside 3 years, the patent drug that has 250 million dollar expires patent, pharmacy of translate into copy, the market dimensions of copy pharmacy will with annual the speed of 12% increases by degrees. In China and India, partial manufacturer can satisfy native consumer demand besides the product outside, also can reach the level of American FDA at the same time, become the important provider of prospective international market. Nevertheless he also says frankly, the difficulty that these enterprises face at present in international competition is " the trademark related lack is well-known degree " and " higher admittance threshold " .

To Zhang Suyang, what be interested more is not enterprise type, however person. "The first it is a person, the 2nd still be a person " . He thinks, what venture capital investment casts actually is a person, is not drop; Wind is cast those who value is a company that can realize benign loop, is product and technology not just.

"Company business mode and the design that organize a framework are very important. What is the development strategy of the enterprise, its organize the design of the framework to whether can coordinate the development of the company, it is the content that we think. The company that we are willing to invest must be study company. The competition of the enterprise is the talent‘s competition actually, the talent‘s competition is the competition that learns ability. After assuming we increase the study capacity of company intermediary, the company can adjust his strategy ceaselessly, compete in order to comply with current market. " Zhang Suyang emphasizes, "When does a company accomplish above only, ability is accomplished base course of study is evergreen. Accomplish base the company with evergreen course of study, after investor is exited, its redound just can be highest.