Sample Of "War Epidemic": Junlian Medical Investment Attack And Guard

On the eve of new year's Eve in January 24th, Wang Junfeng, managing director of Junlian capital and partner of medical investment management, received telephone calls from Wuhan's investment enterprises, and urgently needed to find supplies for Wuhan. After some communication, the drugs were finally removed from Suzhou in the afternoon.

"This is a spring festival for fighting." Emergency calls made Junlian capital aware of the urgency of the new crown, and a quick response to the situation of the investment enterprises.

After communicating with the more than 80 invested enterprises one after another, Wang Junfeng has the bottom of his mind. "We have a clear understanding of how much cash is in the hands of the enterprises, how to prepare for the epidemic prevention work, the extent of the business affected by the epidemic, and the company's resumption plan. The help and lack of material allocation. "

On the eve of new year's Eve, Junlian capital donated 1 million yuan to the Wuhan Asian Center Hospital and the Wuhan General Hospital of Asia for the purchase of protective materials. Very soon, the Jiangsu Changzhou invested livestock and animal husbandry emergency deployment of 2 tons of egg food, supported by Lenovo's gain cold chain to transport to Wuhan.

When the epidemic is going on

On the day of the "closure of the city" in Wuhan in January 23rd, the Wuhan general hospital became the first designated hospital for fever clinics. Shortly afterwards, the hospital was assigned to fourth batches of fixed-point hospitals, and 451 beds were used to treat new crown pneumonia patients.

During the Spring Festival in Wuhan, Ming De bio has also been in the state of operation. A new type of coronavirus (2019-nCoV) nucleic acid detection kit was developed, and 10 thousand people were donated to Hubei medical institutions to meet the needs of testing agencies at all levels of medical institutions under special circumstances.

Not only Wuhan, but also the investment enterprises of Junlian capital medical investment all over the country. The 9 member social medical rescue team organized by Shanghai De Ji Hospital, with one and a half months of protective materials, went to Wuhan to assist in the development of new drugs, and the three team of platinum medicine was in line with the development of new drugs. The Kai Yin technology in Beijing headquarters resumed production in the second year of the new year to cope with the epidemic needs and strategic reserves.

"There's a lot of moving in this time." In such a special period, Wang Junfeng really felt that "one side is difficult and eight sides support".

Since the Spring Festival, the focus of Wang Junfeng's work has been focused on "epidemic prevention". It has been able to communicate with entrepreneurs about the progress of epidemic prevention, help enterprises to coordinate the epidemic prevention materials, and communicate with financial institutions to invest in enterprises. Regular industry research and project decision-making are also continuing to push forward.

WeChat's circle of friends also played a role in the special period. In January 27th, a friend who worked in a bank sent a message to Wang Junfeng, saying that he sent 300 boxes of milk to Wuhan Asian heart hospital after seeing the first line of events. Before that, the two had only discussed business on WeChat, and no formal meeting has yet been made.

After a very special period of time

Despite repeated delays in travel plans and communication with entrepreneurs, the investment people's footsteps have not stopped.

In March 4th, the joint venture between Hong Kong and enterprises of Junlian capital was held online. The team invited five banks to conduct direct online docking with dozens of enterprises with loan demand. Prior to this, several topics for cash flow management, employment management and other topics have been completed through the network.

Wang Junfeng told reporters that the joint venture capital medical investment team started the daily meeting from January 29th (early five), continuing to follow the progress of the epidemic line, the recent situation of the invested enterprises, and launching differentiated services for different regions and types of enterprises.

For investment institutions, the post epidemic period is more than the help of emergency in the special period, and more importantly, the long-term relief based on the perspective of enterprise development.

Medical treatment is a relatively beneficial sector, but it is hard to say that it is good for itself. Medical CMO enterprises have hidden worries from raw material supply and logistics distribution. The new drug research and development enterprises are worried about whether the clinical trials can be completed on schedule.

Cash flow risk, R & D risk and market risk are more frequently discussed when enterprises develop at a high speed. When grey rhinoceros or black swans appear, entrepreneurs are beginning to face the importance of operational risk management.

"Many CEO of large enterprises say," only three months from bankruptcy ", this is not based on corporate propaganda alarmist. Enterprises always live on the edge of the blade, and they may step out of the safety boundary if they are not careful. " In Wang Junfeng's view, the new crown epidemic not only makes entrepreneurs aware of the importance of managing operational risks, but also enables enterprises to re-examine the necessity of global supply chain management and business market layout.

"BEST" investment strategy

If we say that a series of post throwing actions of the investment portfolio are the "guarding" of the "epidemic fighting" campaign, then the follow-up and investment for new projects can be described as the "attack" of this battle.

On the day of the interview, there were nearly 30 plans for the "A/B" project on Wang Junfeng's desktop, that is, the target business that the team has been following closely. Since the resumption of the Spring Festival, Junlian capital medical investment has passed the investment decision of two new projects.

"The epidemic has not stopped us. The feeling of fighting has been very strong." After starting work, Wang Junfeng and his team returned to the rhythm of work as early as nine, nine. There's too much communication to do, and even have to cut the lunch time to half an hour every day.

The new crown epidemic makes remote inquiry and door-to-door drug delivery into the view of the general public, and also promotes the determination of medical service institutions to seek innovation and change. Investors saw opportunities in crisis, including upgrading and upgrading of hardware and software, diagnostic and reagents, demand for research and development of preventive and therapeutic drugs, digital medical and digital medical marketing, etc.

In the medical field where technology iteration is very active and pattern iteration is gradual, the foregoing areas will receive short-term focus on the stimulation of the epidemic situation, and the head enterprises in these areas will become very valuable investment companies. In the longer term, internet medical services, smart health care, community health care, door-to-door testing and other medical services are also speeding up.

Jun Lian capital investment strategy of medical investment can be summarized by "B.E.S.T.": Balance allocation (balanced configuration), Ecosystem (ecological synergy), Systematic approach (systematic approach), Top Tier (first / only).

"Facing the future, hospital informatization will usher in a new wave of upgrading. Hospitals will start to solve the problem of intelligent management, so that the medical "smart up." When Wang Junfeng talked about intelligent medical treatment, he added that different from the past, Internet hospitals were more infiltrating Internet technology into the medical field, and the next stop of smart hospitals would be "hospital led Internet +".

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