Icomoon recommend: the most noteworthy industry development trend in 2024

Warren Buffett once said, "A vague right is far better than a precise wrong."
In every major crisis, when Buffett bought, the prediction market mocked him for "buying too high" or "getting caught up."But he always stood by his judgment, because he knew that market movements could not be accurately predicted.
More than 90% of the stocks Buffett has invested in have been caught in the first place, and even the most successful investment, Coca-Cola, was 30% down shortly after Buffett bought it. He chose the "vague right" over the "precise wrong"
Here, I paraphrase Buffett's words to tell our investors that Haoyue Capital is always optimistic about China and insists on investing in China, especially in the Chinese medical sector.
Below is our compilation of some of the most promising medical fields in the next decade.

1 Medical AI and robotics
The RAISE (Responsible AI for Social and Ethical Healthcare) conference shared real-life scenarios and insights about people applying medical AI.
Key needs: Artificial Intelligence in health care (AIH) should put the benefit of patients first and address problems in the current healthcare system, such as medical errors and unequal resources.
Use AI to improve clinical practice, establish transparent financial mechanisms, and guide the most rational use of AI.
The conference also highlighted the importance of AI as an adjunct to healthcare rather than replacing healthcare workers, the need for responsible use of patient data, and the potential of AIH to improve access to healthcare.

Hani Abouhalka, Chairman of Robotics and Digital at Johnson & Johnson Medical Technologies, said: "Robotics is a difficult task.
The application of robotics in healthcare is an even bigger challenge.
In the Chinese market, surgical robot circuit players are mainly concentrated in endoscopic surgery robots, joint surgery robots, spinal surgery robots, panvascular surgery robots, natural cavity surgery robots and percutaneous puncture surgery robots.
Involving urology, gynecology, vascular intervention, orthopedics and respiratory and other fields.

Although the start was late, but in the policy, market demand, technological breakthroughs and other factors, the domestic surgical robot concentrated landing, a number of products obtained the registration approval of the State Food and Drug Administration.
According to the statistics of the home of equipment, in 2023, there have been 28 products to obtain registration certificates, and the overall market has shown a state of outbreak
It has made major breakthroughs in the key technologies of robot system mechanical design, master-slave control, stereoscopic image and system integration, and has many advantages: short pre-operation debugging time;
Greater degree of freedom at the end of the instrument, the robotic arm has 7 degrees of freedom and can achieve 540° end rotation of the surgical instrument, which can accurately reproduce the doctor's surgical actions;
Saving operation environment space;
Low cost of use;
Equipped with 3D stereo image system, dual CMOS sensor camera, image separation rate of 1920x1080p, the operator has a more three-dimensional intuitive visual experience.

2 New forces in the cardiovascular field
Abstract: At present, coronary angiography is the main means to detect coronary heart disease, but this technology can only image the blood flow in the blood vessel, and it is easy to be affected by the angiography Angle, and can not judge the development of plaque on the blood vessel wall.
As an important complementary means of coronary angiography, Intra Vascular UltraSound (IVUS) has improved the accuracy of lesion diagnosis, and has important guiding significance for the strategy, stent selection and effect evaluation of coronary interventional therapy.
intravascular ultrasound (IVUS) refers to the delivery of a tiny ultrasound probe into avascular lumen via catheter technology to display cross-sectional images of the blood vessel, thereby providing in-vivo imaging of the vessel lumen.
Intra Vascular UltraSound (IVUS) technology was born at the end of the 20th century. It uses the micro-ultrasonic probe installed on the top of the cardiac catheter to display the cross section image of the blood vessel in real time, which can clearly display the thickness of the tube wall structure, the size and shape of the lumen, and accurately measure the diameter and cross-sectional area of the vascular lumen.
It can even identify calcification, fibrosis, and lipid pool lesions, and find early vascular lesions that cannot be shown by coronary angiography.

3 Announcement of 2023 results of China's DSA industry
Unlike CT and MR, DSA is the only product line in the big image "troika" that will remain strong in 2023.
In 2023, the number of new DSA configurations in China will continue to maintain about 1,300 units.
In such a "harsh" environment, DSA still maintains strong demand, fully demonstrating the thriving interventional diagnosis and treatment industry, which is expected to impact 1,500 units in 2024.

4 Past and present lives of collagen
Abstract: Recently, Euromonitor issued a market position statement to Juzi Biology, the global leader in recombinant collagen.
For global market participants, the importance of Euromonitor International certification is self-evident.
The 52-year old British research institute is one of the world's most authoritative and professional providers of strategic market information.
Collagen was one of the first injectable fillers used, mainly from cattle, pigs and humans.
Human collagen can be divided into three types: bioengineering, human corpse and autologous.
As one of the main components of dermis, collagen can reduce bruising and pain during injection, and restore structural components lost in aging skin, which is conducive to improving skin elasticity, increasing skin water content, and reducing wrinkles. It is the focus of various skin-related anti-aging studies.
Studies have shown that collagen can be maintained for 12 to 18 months, but it needs to be stored in cold storage and the storage cost is high.
The most common adverse reaction to collagen injection is sensitization, and skin tests must be performed before bovine and pig collagen is used.
In contrast, human collagen fillers do not require skin testing and have fewer side effect

5. Overview of clinical development of gene therapy and regenerative medicine
Abstract: According to Frost & Sullivan data, since 2015, the global gene therapy industry has begun to develop rapidly.
By 2016, the global and domestic gene therapy markets will be $50.4 million and $15 million, respectively.
The global gene market will grow to $2.08 billion in 2020.
It is estimated that in 2025, the global market and the domestic market will reach nearly 30.54 billion US dollars and 17.89 billion yuan respectively.
Gene therapy has become the third industrial revolution in biomedicine after small molecule drugs and antibody drugs.
Evolutionary history of CRISPR technology | 24 years Cell review
Abstract: With the continuous progress of life science, CRISPR gene editing technology has become one of the most eye-catching scientific breakthroughs in recent years.
Its unique mechanism, efficient editing ability and wide application prospects make it highly concerned by researchers and research institutions around the world.
CRISPR(Clustered Regularly Interspaced Short Palindromic Repeats) is a method that uses RNA-guided DNA endonuclidenase to cut DNA at specific locations to achieve gene editing.
Since the first discovery of the natural immune mechanism of the CRISPR-Cas system in bacteria in 2007, researchers have worked tirelessly to gradually reveal how it works and transform it into a highly efficient gene editing tool.
By 2034, continued discoveries and investments in areas such as genetic engineering, personalized medicine, and stem cell research, and advances in gene-editing technologies such as CRISPR-Cas9, may allow many genetic diseases to be corrected before birth.
This can reduce the incidence of many genetic diseases, such as muscular dystrophy or cystic fibrosis.
It may even reduce the overall genetic predisposition to negative effects like high cholesterol or high blood pressure.
Regenerative medicine, driven by stem cell research, could mean that many parts of the body can be "regenerated," making organ shortages for transplant patients and fears of transplant rejection a thing of the past.
Personalized medicine may become the norm. Patients expect healthcare providers to have access to near-complete information about their genetic identity so that treatments can be tailored to them.

6 World first!
Chinese researchers have successfully carried out human transplantation of gene-edited pig livers, taking a key step towards clinical application of xenotransplantation
Abstract: In recent years, the basic and clinical research of xenotransplantation has made a milestone breakthrough.
In October 2021, New York University Langone Medical Center transplanted the first gene-edited pig kidney to a brain-dead woman.
In January 2022, the University of Maryland School of Medicine performed the world's first human transplant of a gene-edited pig heart, and the patient survived for about two months after the transplant.
These breakthroughs have generated a lot of attention around the world, raising hopes that xenotransplantation using gene-edited pigs as donors could alleviate the shortage of human organ transplants.

7 organoid

Abstract: Compared with the traditional two-dimensional culture model, organoids represent an innovative technology that can summarize the entire physiological process of the organism, with advantages such as closer to the physiological cell composition and behavior, more stable genome, and more suitable for biotransfection and high-throughput screening.
Compared with animal models, organoid models are simpler to operate and can also be used to study the mechanism of disease occurrence and development, so they have a wide range of application prospects in organ development, precision medicine, regenerative medicine, drug screening, gene editing, disease modeling and other fields.
In 2013, organoids were named the top 10 technologies of the year by Science magazine.
In early 2018, organoids were named Method of the Year 2017 by Nature Methods.

8 Reshaping global growth strategy - China's medical devices go to sea
Abstract: With the increasingly fierce competition in the domestic market, Chinese medical device companies began to look to the international market, which marks the beginning of a new historical period - the "sea" era of Chinese medical devices.
This paper will discuss the historical context of China's medical device industry to the international market, analyze its current development status, and look forward to its future development trend.
From the early export of low-end products to the current high-end technology and brand output, the road to the internationalization of China's medical devices is full of opportunities and challenges.
In this process, policy guidance, technological innovation, market strategy, international cooperation and other factors work together to shape the unique development path of this industry.
Geostrategy has become one of the top agendas for many medtech ceos.
More than 90% of China's leading medtech companies have also made going global one of their core strategies, and those seeking to go global today face multiple challenges, including inflexible-looking business organizations, complex regulatory challenges, and competition among businesses in different regions as they develop their innovation roadmaps.

9 McKinsey looks at the global medical device industry in 2024
In 2023, the medical technology industry experienced a turbulent year.
On the one hand, we are pleased with the better-than-expected revenue growth, the record number of new product approvals, and the company's renewed focus on core capabilities and the opening of a large number of divestitures.

With millions of patients around the world still not receiving effective medical care every year, and rising healthcare costs a long-term challenge, the demand for medical technology innovation is never going down.
Thanks to technological advances such as miniaturization, new materials and digitization, medtech companies can increasingly focus on "cutting-edge innovation" to meet market demands.
For example, new minimally invasive therapies such as transcatheter technology are improving outcomes and broadening treatment opportunities for the sickest patients.
With remote monitoring solutions, patients can be moved from the intensive care unit (ICU) to a more comfortable care environment, not only reducing costs, but also improving the patient experience

10 Fuzzy correct and precise wrong sorting
Changing world pattern, rapid scientific and technological progress, a new round of investment model change and iteration...
Everything shows that in order to cope with the complex situation of frequent changes, we cannot see through the fog of the present and the direction of the future only by relying on yesterday's experience.
When the macro environment is relatively cold, it is the time to give birth to opportunities, for real entrepreneurs, if he chooses to start a business in a relatively cool environment, then I believe he is to see the industry opportunities and industrial value, so we are more concerned about how to integrate the value of science and technology, social value, commercial value as one of the enterprises.
On a micro level, I don't think companies necessarily need to pursue ipos.
In the climax, we need to borrow the momentum, that is, to borrow the momentum of capital, government, industry and market;
In the trough of time to observe the right, is to grasp the cash flow, realize the real value of the enterprise, do a good job of open source and throttle, and constantly build corporate barriers to maximize their value.

Data source:
* All report sources include but are not limited to the following public accounts (ranked in no particular order) :
1 Gazelle Society 2 BioBay 3 BIG Biological Innovation Society 4 Sequenced China 5 MdeTrend Medical trend 6 MedRobot 7 Stem cells 8 Medical investment Tribe 9 Siyu Medical device 10 Artery Network 11 Medical Maike 12 Shenwei Frontier 13 Medical device Maidi 14 MedTF 15 Biological Valley 16 Cyberan devices
17 Instrument House 18 CCI Cardiologist Innovation Club 19 lnsight Database 20 Shell Club;
21 Firestone Creation 21 ACGT 22 Artery Orange Fruit Bureau 23 Cell and gene therapy field 24 Meibai Medical Health 25 Biological exploration 26 Medical device innovation network 27 bioSeedin 28 Hillhouse Venture Capital 29IOVIA Aikunwei 30 Galaxy ride passengers 31 Medical device intellectual property 32 device registration in foreign affairs
33 Zerodune Research Institute 34 Gene Valley 35 CHC Medical Media 35 McKinsey