【英文】摩根士丹利报告：亚洲的互联网医疗（60页）

The central government considered revoking "internet hospital" licenses in 2017: The  industry entered into a cold spell in 2017 when the NHFPC announced a preliminary proposal  in May 2017 to revoke all "internet hospital" licenses due to safety concerns. Some local  licenses, primarily in Ningxia, were revoked for compliance reasons, and new license issuance  was suspended for some period. To the industry's relief, the proposal was dropped eventually. Greenlight from Beijing finally came in 2018... In April 2018, the State Council released  "Opinions to Promote Internet+Healthcare", an overarching document that highly praised  third-party internet healthcare platforms, and for the first time gave official recognition to the  legitimacy of "internet hospital" pilot licenses from the central government level. Following that, the newly formed NHC (National Health Commission) released a series of  guidelines for third-party "internet healthcare" platforms.

The main points being:  1. Properly licensed "internet hospitals" can do remote consultations, and issue prescriptions for common diseases and follow-up visits of chronic diseases.  2. After e-prescriptions are verified, drug sellers (including internet-based ones) can  designate qualified third-party couriers to deliver prescription drugs to patients'  homes. These together mean that in theory, for simple health conditions, patients can complete the  entire medical experience in their home, as illustrated in Exhibit 8 . Such convenience would  be highly valuable to consumers, especially families with children, the elderly, or chronic disease patients who have frequent and repetitive demand for medical services but cannot easily  travel.