The revolution in the IVD industry: moving forward in twists and turns

The revolution in the IVD industry: moving forward in twists and turns

The independent medical laboratory originated in the United States in the 1920s and has a history of nearly 100 years. Its core business model is to reduce costs and increase efficiency, and provide medical testing services with scale effect. With the help of US commercial insurance, third-party laboratories in the United States have developed rapidly. The characteristics of the US medical system are different from those in China. There are fewer large centralized hospitals and 79% are private hospitals. The scale is relatively small, so the demand for high-efficiency and low-cost third-party diagnostic laboratories is huge. At the same time, doctors in the United States are practicing freely. A considerable number of doctors have their own private clinics. Private clinics do not have the financial support to set up their own laboratory. At the same time, the number of Japanese specimens is small, and the cost of individual specimens is high. Therefore, sample testing basically requires delivery services. ICL can focus on testing to achieve economies of scale and profitability, while US government and commercial insurance agencies can cover third-party diagnostic costs, further driving the industry.

China's independent medical laboratory rules were released in 2009, and since 2009, the entire industry has grown rapidly. In recent years, the grading diagnosis and treatment policy has continued to advance, and the industry growth has continued to maintain a high growth rate. However, with the advancement of graded diagnosis and treatment, the policy has shown a double-edged sword pattern for the growth of third-party laboratories. We believe that the growth of independent medical laboratories will experience a process of first upgrading and then slowing down, and it is expected that there will be a significant slowdown in 2018 or 2019. In recent years, as the outpatient volume continues to flow into primary health care institutions, the demand for high-end projects in primary hospitals, such as chemiluminescence and molecular diagnostic testing, has become more dependent on independent medical laboratories. However, with the development of localization of high-end testing equipment, performance is improved, costs are reduced, and the strength of basic medical hardware and software is constantly improving. Some illuminating projects and even molecular projects can be tested by themselves, and even some can only be tested in the top three. The project, with the advent of convenient commercial products, can be tested at the grassroots level, and the growth of the independent medical laboratory is slowed down as the project delivery power is weakened.

IVD行业激荡变革:在曲折中蹒跚向前

In recent years, the state has vigorously supported third-party service centers, such as third-party medical testing laboratories and third-party imaging service centers, to encourage social capital inflows and build laboratories. However, the model of the entire industry is still in a state of exploration, which can be divided into regional inspection centers and large-scale inspection centers. The two models compete in the fierce intertwined. The industry is showing some characteristics and trends in the process of rapid growth.

1. The government is involved in the construction of independent medical laboratories, and the industry is not market-oriented.

2. The demand for testing mutual recognition has increased, and the number of non-door emergency tests has decreased, especially for high-end projects. Due to the low timeliness requirements of non-door emergency programs, the testing price is relatively high, and the mutual recognition needs are mainly targeted at this stage. With the advancement of the mutual recognition policy for inspection results, the overall inspection volume of high-end projects will decline.

3. With the rise of domestically produced equipment, the self-testing capabilities of primary medical institutions have improved hardware conditions.

Due to the large differences in hospital structure, commercial insurance development stage and residential mode between China and the United States, the development of third-party laboratories will follow a path characterized by China. The industry will maintain a high growth rate in the short term, and industry leaders will continue to enjoy the industry growth dividend.

Related targets: Dean diagnosis, Meikang biological.

Collective packaging suppliers, subversives of the industry sales model

In 2009-2012, the industry's overall sales model is based on traditional sales. The manufacturers mainly sell single products, and gradually enter the laboratory. Instruments and reagents are distributed through agents or partially through factory direct sales. The number of projects and products has gradually increased, and the sales model of manufacturers has changed into multi-product sales. The manufacturer's products have also gradually expanded from the early biochemical, blood cell, colloidal gold and other product lines to the layout of the entire product line, and the testing project has gradually expanded from the early basic projects to high-end projects.

From 2012 to 2015, the industry gradually turned into a small delivery mode, that is, through the free or a small amount of down payment, the agent earned the profit of consumables through the mode of padding and leasing.

In 2014-2017, the industry sales model has undergone tremendous changes. The collection and collection mode is developing at a speed that is devastating. With the increasing number of product items and types in the in vitro diagnostic industry, the management cost of in vitro diagnostic consumables is rising. Under the background of cost reduction and efficiency increase, the hospital slowly withdraws from the inventory, logistics, procurement and other management links of the products. Professional service providers to complete. The industry has gradually emerged a new marketing model, collecting services. The construction, procurement, after-sales, and value-added services of the laboratory are all completed by the manufacturer, and the laboratory can achieve the goal of reducing costs and improving efficiency. This trend, through our field research hospitals and agents, unifies the packaging trend as the future sales model. Some manufacturers started to vigorously acquire channels in 2015-2016. The ultimate goal is to seize customer resources. The collection agreement usually lasts for 5-8 years. During this time, customer resources are locked by exclusive or a few companies. The import brand should adjust the sales model accordingly, and adjust the regular sales strategy accordingly. It is specially designed to give the packaging company a unique sales policy, which is superior to the agent and the price is more competitive without limiting the area. In 2016, there were more than 20,000 hospitals in total across the country. The total inventory of the general inspection department was estimated to be more than 1,000. The number of packaged hospitals is about 5%, and the market still has packaging space.

Blood Bank Refrigerator

Blood Bank Refrigerator,Laboratory Blood Bank Refrigerators,Forced Air Refrigeration System,Refrigerator For Medical

Guangdong Widinlsa International Co.Ltd , https://www.gdwidinlsa.com