$1药网(YI)$ _老虎社区_美港股上老虎 - 老虎社区

就这公司有什么竞争力和护城河？毫无基本面可言。在美团和饿了么都能买药，消费者为什么要在这么一个很多人听都没听过的地方买药？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Vivianmum
2021-02-15
Vivianmum
这家应该是主做TO B，背后通过SAAS链接医药公司，医院，药店，门诊，一头是链接患者
- Vivianmum回复Boxer向前跑:
  这么说吧，他们是向B端客户收费为主，但通过他们提供的SAAS可以链接医药商，医院，药店，门诊，以及患者的数据信息，往大了讲可以做医共体，往小了讲可以做家庭医生模式，这个目前也不是新鲜模式，好未来正在朝这个方向做，但大健康的产业规模非常大，所以各自分一杯羹也是当下风口的事
- Vivianmum:
  不太一样，京东健康和阿里健康差不多模式，盈利以 TO C为主
- Boxer向前跑:
  平安好医生和京东健康，现在或者将来是不是也这么做
临港爱德华索普
2021-02-16
临港爱德华索普
所有的外资药厂只会信这家公司，不会和阿里京东美团合作，这一点就够厉害了
- Boxer向前跑:
  所有的外资药厂只会信这家公司？你自己yy的？
NuptFamily
2021-02-14
NuptFamily
1药网可以医生在线看病，如果你单纯买药确实没必要上1药网，但是你不知道得什么病了是不是还得去医院看病开药？这一点1药网已经解决了
- Boxer向前跑:
  和京东健康和平安好医生相比，有竞争力吗？
顺心如意红火
2021-02-15
顺心如意红火
看看**财经的深度调研报告吧，没有调查就没有发言权，https://mp.weixin.qq.com/s/8wp06XhyAqWU5kjS3Ft0oA
Nicallo
2021-02-15
Nicallo
为什么你们会回复一个傻子
谎言粉碎机
2021-02-17
谎言粉碎机
都不知道1药网是干嘛的就在这里瞎评论啊？

发表看法

11

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":386492800,"tweetId":"386492800","gmtCreate":1613230335800,"gmtModify":1613230335800,"author":{"id":3540965151568136,"authorId":3540965151568136,"authorIdStr":"3540965151568136","name":"Boxer向前跑","avatar":"https://static.tigerbbs.com/db186ef0281ccdc1ea5f8fc37b928bdb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a> </p><p>就这公司有什么竞争力和护城河？毫无基本面可言。在美团和饿了么都能买药，消费者为什么要在这么一个很多人听都没听过的地方买药？</p></body></html>","htmlText":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a> </p><p>就这公司有什么竞争力和护城河？毫无基本面可言。在美团和饿了么都能买药，消费者为什么要在这么一个很多人听都没听过的地方买药？</p></body></html>","text":"$1药网(YI)$ 就这公司有什么竞争力和护城河？毫无基本面可言。在美团和饿了么都能买药，消费者为什么要在这么一个很多人听都没听过的地方买药？","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":11,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/386492800","repostId":0,"isVote":1,"tweetType":1,"viewCount":5707,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":129,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3571060,"gmtCreate":1613319454688,"gmtModify":1613319454688,"authorId":3529076731573125,"author":{"id":3529076731573125,"authorId":3529076731573125,"name":"Vivianmum","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":0,"prevId":0,"content":"这家应该是主做TO B，背后通过SAAS链接医药公司，医院，药店，门诊，一头是链接患者","text":"这家应该是主做TO B，背后通过SAAS链接医药公司，医院，药店，门诊，一头是链接患者","html":"这家应该是主做TO B，背后通过SAAS链接医药公司，医院，药店，门诊，一头是链接患者","likeSize":2,"commentSize":3,"subComments":[{"id":3573159,"gmtCreate":1613367327322,"gmtModify":1613367327322,"authorId":3529076731573125,"author":{"id":3529076731573125,"authorId":3529076731573125,"name":"Vivianmum","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3540965151568136,"repliedAuthor":{"id":3540965151568136,"authorId":3540965151568136,"name":"Boxer向前跑","avatar":"https://static.tigerbbs.com/db186ef0281ccdc1ea5f8fc37b928bdb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":386492800,"type":1,"supId":3571060,"prevId":3573086,"content":"这么说吧，他们是向B端客户收费为主，但通过他们提供的SAAS可以链接医药商，医院，药店，门诊，以及患者的数据信息，往大了讲可以做医共体，往小了讲可以做家庭医生模式，这个目前也不是新鲜模式，好未来正在朝这个方向做 ，但大健康的产业规模非常大，所以各自分一杯羹也是当下风口的事","text":"这么说吧，他们是向B端客户收费为主，但通过他们提供的SAAS可以链接医药商，医院，药店，门诊，以及患者的数据信息，往大了讲可以做医共体，往小了讲可以做家庭医生模式，这个目前也不是新鲜模式，好未来正在朝这个方向做 ，但大健康的产业规模非常大，所以各自分一杯羹也是当下风口的事","html":"这么说吧，他们是向B端客户收费为主，但通过他们提供的SAAS可以链接医药商，医院，药店，门诊，以及患者的数据信息，往大了讲可以做医共体，往小了讲可以做家庭医生模式，这个目前也不是新鲜模式，好未来正在朝这个方向做 ，但大健康的产业规模非常大，所以各自分一杯羹也是当下风口的事"},{"id":3573123,"gmtCreate":1613366883131,"gmtModify":1613366883131,"authorId":3529076731573125,"author":{"id":3529076731573125,"authorId":3529076731573125,"name":"Vivianmum","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":3571060,"prevId":0,"content":"不太一样，京东健康和阿里健康差不多模式，盈利以 TO C为主","text":"不太一样，京东健康和阿里健康差不多模式，盈利以 TO C为主","html":"不太一样，京东健康和阿里健康差不多模式，盈利以 TO C为主"},{"id":3573086,"gmtCreate":1613366365560,"gmtModify":1613366365560,"authorId":3540965151568136,"author":{"id":3540965151568136,"authorId":3540965151568136,"name":"Boxer向前跑","avatar":"https://static.tigerbbs.com/db186ef0281ccdc1ea5f8fc37b928bdb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":3571060,"prevId":0,"content":"平安好医生和京东健康，现在或者将来是不是也这么做","text":"平安好医生和京东健康，现在或者将来是不是也这么做","html":"平安好医生和京东健康，现在或者将来是不是也这么做"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3581985,"gmtCreate":1613487030778,"gmtModify":1613487030778,"authorId":3476146125004102,"author":{"id":3476146125004102,"authorId":3476146125004102,"name":"临港爱德华索普","avatar":"https://static.tigerbbs.com/1806ed256972c6b7d1ae05e54ae70ce6","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":0,"prevId":0,"content":"所有的外资药厂只会信这家公司，不会和阿里京东美团合作，这一点就够厉害了","text":"所有的外资药厂只会信这家公司，不会和阿里京东美团合作，这一点就够厉害了","html":"所有的外资药厂只会信这家公司，不会和阿里京东美团合作，这一点就够厉害了","likeSize":2,"commentSize":1,"subComments":[{"id":3586685,"gmtCreate":1613528237382,"gmtModify":1613528237382,"authorId":3540965151568136,"author":{"id":3540965151568136,"authorId":3540965151568136,"name":"Boxer向前跑","avatar":"https://static.tigerbbs.com/db186ef0281ccdc1ea5f8fc37b928bdb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":3581985,"prevId":0,"content":"所有的外资药厂只会信这家公司？你自己yy的？","text":"所有的外资药厂只会信这家公司？你自己yy的？","html":"所有的外资药厂只会信这家公司？你自己yy的？"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3570477,"gmtCreate":1613303509639,"gmtModify":1613303509639,"authorId":3494237796553927,"author":{"id":3494237796553927,"authorId":3494237796553927,"name":"NuptFamily","avatar":"https://static.tigerbbs.com/dea0853deb2851f2fe31b5b35e124b1c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":0,"prevId":0,"content":"1药网可以医生在线看病，如果你单纯买药确实没必要上1药网，但是你不知道得什么病了是不是还得去医院看病开药？这一点1药网已经解决了","text":"1药网可以医生在线看病，如果你单纯买药确实没必要上1药网，但是你不知道得什么病了是不是还得去医院看病开药？这一点1药网已经解决了","html":"1药网可以医生在线看病，如果你单纯买药确实没必要上1药网，但是你不知道得什么病了是不是还得去医院看病开药？这一点1药网已经解决了","likeSize":0,"commentSize":1,"subComments":[{"id":3573079,"gmtCreate":1613366279237,"gmtModify":1613366279237,"authorId":3540965151568136,"author":{"id":3540965151568136,"authorId":3540965151568136,"name":"Boxer向前跑","avatar":"https://static.tigerbbs.com/db186ef0281ccdc1ea5f8fc37b928bdb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":3570477,"prevId":0,"content":"和京东健康和平安好医生相比，有竞争力吗？","text":"和京东健康和平安好医生相比，有竞争力吗？","html":"和京东健康和平安好医生相比，有竞争力吗？"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3571131,"gmtCreate":1613321297356,"gmtModify":1613354252480,"authorId":3472686051620988,"author":{"id":3472686051620988,"authorId":3472686051620988,"name":"顺心如意红火","avatar":"https://static.tigerbbs.com/fb3f91da630d6dfbf56ba8e07afac823","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":0,"prevId":0,"content":"看看**财经的深度调研报告吧，没有调查就没有发言权，https://mp.weixin.qq.com/s/8wp06XhyAqWU5kjS3Ft0oA","text":"看看**财经的深度调研报告吧，没有调查就没有发言权，https://mp.weixin.qq.com/s/8wp06XhyAqWU5kjS3Ft0oA","html":"看看**财经的深度调研报告吧，没有调查就没有发言权，https://mp.weixin.qq.com/s/8wp06XhyAqWU5kjS3Ft0oA","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3575153,"gmtCreate":1613403558130,"gmtModify":1613441313889,"authorId":341759686561230,"author":{"id":341759686561230,"authorId":341759686561230,"name":"Nicallo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":0,"prevId":0,"content":"为什么你们会回复一个傻子","text":"为什么你们会回复一个傻子","html":"为什么你们会回复一个傻子","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3584530,"gmtCreate":1613507480942,"gmtModify":1613507480942,"authorId":3521228320807307,"author":{"id":3521228320807307,"authorId":3521228320807307,"name":"谎言粉碎机","avatar":"https://static.tigerbbs.com/5fd8a31d117b52e4310c4b519afd896e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":386492800,"type":1,"supId":0,"prevId":0,"content":"都不知道1药网是干嘛的就在这里瞎评论啊？","text":"都不知道1药网是干嘛的就在这里瞎评论啊？","html":"都不知道1药网是干嘛的就在这里瞎评论啊？","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/386492800"}