2018-数字化医疗_本地挑战_全球机遇（英文版）-1mb

Summary of the Digital Healthcare Report

Core Content

This report explores the transformative role of digital technology in the global healthcare sector, highlighting the increasing adoption of digital solutions to address rising healthcare costs, an aging population, and the need for more efficient, patient-centered care. It outlines the key trends, business models, and market dynamics that are shaping the future of digital healthcare.

Main Trends Shaping Digital Healthcare

• The rise of the smartphone: Smartphones are becoming the central tool for digital healthcare, with over one in four people worldwide owning one. Their computational power, affordability, and accessibility make them a critical enabler for digital health services.
• Big data and artificial intelligence: The volume of healthcare data is growing exponentially, and AI is being leveraged to personalise care, improve diagnostics, and reduce the need for human interaction.
• The connected human: With the proliferation of connected devices and the internet, individuals and healthcare providers are increasingly able to share and access information in real time, enhancing care coordination and patient engagement.
• Digital engagement: People are spending more time on digital platforms than on work or sleep, creating opportunities for digital healthcare to engage users in managing their health.

Key Digital Healthcare Business Models

• Digital "telemedicine":
  • Provides remote consultations and care, reducing the need for in-person visits.
  • Combines AI for basic medical queries and real-time video consultations with GPs or specialists.
  • Examples: babylon, Teladoc, Ieso, and SOMA Analytics.
• Digital treatment or diagnostics:
  • Leverages smartphones and AI to deliver remote treatment and diagnostics.
  • Examples include Cupris Health (smartphone-based diagnostic tools), BigHealth (Sleepio app for CBT), and Neuronation (brain training for dementia and MS).
• Healthcare marketplaces and networks:
  • Connects patients with healthcare providers, enabling better access and transparency.
  • Includes appointment booking, peer support, and online therapy services.
  • Examples: ZocDoc, HomeTouch, Medigo, HealthUnlocked, and TrialReach.

Key Global Healthcare Ecosystem Insights

• Global healthcare spend:
  • Reached $7.2 trillion in 2013, accounting for 10.6% of GDP.
  • Expected to grow at more than 5% annually through 2018 due to aging populations and chronic conditions.
• Market fragmentation:
  • Healthcare systems are often fragmented, with limited interoperability between IT systems.
  • This fragmentation can be a challenge but also an opportunity for SMEs with a deep understanding of local needs.
• Geographic differences:
  • The US spends ~17% of GDP on healthcare, yet has lower life expectancy than countries with lower spending.
  • The UK and Germany face significant challenges due to aging populations and increasing costs.
  • Emerging markets offer unique opportunities due to limited infrastructure and high smartphone adoption.

Keys to Success in Digital Healthcare

• Deep understanding of the healthcare ecosystem: Companies must navigate complex regulations, payment systems, and care delivery models.
• B2B models: Selling to enterprise clients is a key growth strategy, as these models are more stable and scalable.
• Creative design and user experience: User-friendly interfaces are essential for adoption and engagement.
• Cross-ecosystem relevance: Solutions that work across different healthcare segments (e.g., primary care, hospitals, insurance) have greater potential.
• Long-term investors: Sustained growth requires patient capital.
• Models that work today with a future vision: Solutions that are practical now but have the potential for long-term innovation are most successful.

The Next Ten Years: Key Innovations

• Genomics: Personalised medicine based on genetic data is expected to play a larger role.
• Electronic health records (EHRs): Integration of EHRs is critical for improving care coordination and data sharing.
• Artificial intelligence: AI will be central to improving diagnostics, treatment personalisation, and operational efficiency.
• Moving beyond the hospital: Digital healthcare will increasingly support care at home and in the community.
• Value-based healthcare: The focus will shift from volume-based to outcome-based care models, rewarding efficiency and effectiveness.

Investment and Acquisition Dynamics

• Q3 2015 investment record: $1.5bn was raised by digital healthcare companies in Q3 2015, indicating strong investor interest.
• US dominance: US companies continue to lead in funding, but Europe is also showing a growing early-stage presence.
• M&A activity: Acquisition volumes are rising, driven by a variety of strategies and the need to scale and integrate technology.

Selected Companies

• babylon: Combines AI with human expertise for 24/7 healthcare access.
• uMotif: Helps manage chronic conditions through remote monitoring and engagement.
• Zesty®: Offers an online appointment booking platform for healthcare services.
• HomeTouch: Provides a carer marketplace and tablet-based tools for elderly care.
• Ieso: Delivers online CBT for mental health, with lower DNA rates and higher recovery.
• TrialReach: Makes clinical trials machine-readable and searchable for patients and pharmaceuticals.
• SOMA Analytics: Uses AI to measure and reduce stress through smartphone apps.
• Medigo: Helps patients find affordable care abroad by listing hospitals with transparent pricing.
• Qinec: Offers a digital platform for managing patient journeys across healthcare systems.

Conclusion

Digital healthcare is at a pivotal stage, with significant opportunities for innovation and growth across the globe. SMEs that understand the complexity of healthcare systems, leverage emerging technologies, and adopt a multifaceted sales approach are well-positioned to succeed. As the sector evolves, the focus will shift towards value-based care, AI integration, and improved interoperability, all of which will be driven by the increasing use of digital tools in healthcare delivery.