九安醫療(002432.SZ):目前在國內約50個城市,約250家醫院合作設立了糖尿病共同照護門診;計劃未來在全國共開設約600家照護中心,形成專業的糖尿病照護管理體系
格隆匯7月13日丨有投資者向九安醫療(002432.SZ)提問,“提一個建議,像公司用糖尿病0+0項目和家用醫療器械作為公司核心投資項目的依據從公司披露的信息來看並不充分,依據不足!第一,糖尿病照護中心現在互聯網APP已經有多家公司推出,這種沒有特別高的技術含量和壟斷素材在裏面,而且公司上線何時都沒有預期就作為核心投資不妥當,另外該款產品是一個機會性特別強的項目,公司再有抗原一樣的歷史性機遇可能很少了,其他的醫療器械沒有特別的優勢,作為核心項目也是欠缺。”
九安醫療回覆稱,公司的糖尿病診療照護“O+O”新模式不存在您所述何時上線預期問題,該模式已經在中國、美國落地。該模式是公司從“0到1”探索並推廣的,市場上沒有成熟的案例可以抄作業。這場互聯網浪潮下的醫療行業改革,是機會也是挑戰。除了公司,還有眾多互聯網巨頭企業,也在從不同角度、不同方向嘗試進入互聯網醫療領域。糖尿病乃至慢性病患者基數足夠大、市場足夠大。公司認為醫療的本質,是提高醫療效果、降低醫療成本。通過我們的模式管理糖尿病,可以將糖化血紅蛋白達標率平均值從基線的30%左右提升到60%左右,不良率降到5%以下,規範管理率達到70%,有效性得到驗證。糖尿病診療照護“O+O”新模式從本質上來説是離開醫院之後持續的醫療服務。慢性病的診療節奏與急性病不同,往往診療耗時長,需要堅持長期管理。對於無力支付家庭醫生昂貴賬單的大多數人來説,醫院問診之外的時間做到自律自我管理非常難。讓有不合理飲食習慣的糖尿病患者羣體做自我管理,本身就是違反人性的。糖尿病診療“O+O”新模式建立醫患互動平台,對大量的健康諮詢分派給照護師完成,解決了糖尿病患者離開醫院沒人管、不會管、忘了管問題。目前在國內約50個城市,約250家醫院合作設立了糖尿病共同照護門診。公司計劃未來在全國共開設約600家照護中心,形成專業的糖尿病照護管理體系。此外,血糖智能硬件是糖尿病診療照護“O+O”新模式的硬件基礎,隨着這一核心戰略的推進,血糖類產品銷量也會進一步提升。我們相信,醫療服務一定會從醫院延伸到家庭。未來公司將加速推動互聯網醫療的糖尿病診療照護“O+O”新模式在中國及美國的推廣、落地。
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