Medical AI's biggest competitor may be hardware equipment vendors
August 19, 2017, CCTV aired a gala titled "Healthy China".
It was a party that foresaw the future. At the end of the gala, Fan Dedi, director of Ali Health AI Lab, gave an emotional speech, recommending to all the viewers Ali Health's AI engine: Doctor You.
Medical AI, which gathers the essence of the wisdom of Ali's Dharma Institute, claimed to have conquered cardiovascular identification technology in 2019, and realized a three-stage jump from lung nodules, liver nodules to cardiovascular in three years.
Then, there was no then.
What Jack Ma talked about most in those two years was that "the Internet is disrupting everything". In fact, instead of disrupting the healthcare industry, "Doctor You" has pretty much disappeared since 2019. Other internet giants that started out enthusiastically with healthcare AI haven't made much progress in the last few years.
Since the second half of 2021, a group of medical AI companies have been bubbling up in the capital market. Ltd. (hereinafter referred to as "Digital Kun Technology"), which filed a prospectus on September 21 this year, is one of them.
Internet giants failed to attack the track, innovative companies will bring surprises?
Hospitals "woolgathering", not for medical AI
This year, listed or planned to be listed medical AI companies, are not too good performance.
The fastest pace of Koya Medical fell in front of the IPO finish line, successful IPO in Hong Kong shares of Eagle Pupil Technology listed on the market that is broken. Numerous medical AI against the Hong Kong Stock Exchange forward, in fact, more need to backwater.
Industry insiders told Health Knowledge Bureau: the rise of medical AI is not unrelated to the unified requirements of the National Health Insurance Bureau for the electronic hospital medical records.
In 2018, the National Health Commission issued a document requiring that by the end of 2020, the three-tier hospitals should realize the full coverage of electronic medical record informationization diagnosis and treatment services. With this requirement, the collection, archiving, and auxiliary analysis of medical images have the possibility of market participation.
The sales data of several companies also seem to confirm this point. Digital Kun Technology did not disclose sales data for 2018, and the company 764,000 yuan in 2019; Eagle Pupil Technology, Nudge Medical, Koya Medical and others also did not publish sales data for 2018.
In the field of medical imaging, AI has a natural advantage. First, medical imaging data is huge, accounting for more than 80% of the total clinical data. For AI, which is "addicted to data", medical imaging is undoubtedly the best choice; secondly, medical imaging is more standardized, and all the original information is objectively presented under the instrument, which is more suitable for machine learning than the handwritten medical records that doctors write in thousands of chapters.
In 2020, along with the rapid advancement of the process of electronic medical records, various medical AI companies have found their own position: to help doctors make faster judgments. Doctors diagnose tablets, can diagnose 100 patients a day; the intervention of AI, can allow doctors to diagnose 200 patients a day, or even more.
In this digital feast, no one can eat alone.
According to the prospectus of the number of Kun science and technology, its proud partner Beijing Anzhen hospital, and the Koya medical, eagle pupil technology, etc. also maintains a cooperative relationship. Delivery of the table is not too early, the number of Kun science and technology, in the choice of route has not been able to create a difference.
According to the prospectus, the number of Kun Technology focuses on "digital doctor product portfolio", its products cover a wide range of conditions, with digital heart, digital brain, digital chest, digital abdomen, digital musculoskeletal and other font size, for its own layout in the AI medical imaging to plant the flag.
No coincidence, than the number of Kun Technology earlier than the AI medical imaging into the Koya medical, also running on the same route. Its product layout is divided into intelligent diagnosis product line and intelligent treatment product line. Among them, the smart diagnosis product line is divided into four categories: smart heart, smart brain, smart lung and smart pathology.
From Knowledge