甲骨文成立以来最大手笔：300亿美元收购 Cerner 进军医疗保健领域

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"据报道，全球最大软件供应商"},{"type":"link","attrs":{"href":"https:\/\/www.oracle.com\/cn\/index.html","title":null,"type":null},"content":[{"type":"text","text":"甲骨文"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"正在洽商收购电子医疗信息化企业"},{"type":"link","attrs":{"href":"https:\/\/www.cerner.com","title":null,"type":null},"content":[{"type":"text","text":"Cerner"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" ，这项交易的价值可能高达 300 亿美元左右，将推动这家企业软件巨头进一步进军医疗保健领域。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"据"},{"type":"link","attrs":{"href":"https:\/\/www.wsj.com\/articles\/oracle-in-talks-to-buy-cerner-11639697730","title":null,"type":null},"content":[{"type":"text","text":"《华尔街日报》报道"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"，如果谈判没有出现破裂或拖延，可能很快就会达成协议。而若该笔交易达成，将成为甲骨文有史以来最大的一笔收购案。Cerner 的市值约为 230亿美元，如果要获得典型的并购溢价，则可能价值 300亿美元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"为什么甲骨文要花如此大的手笔收购电子医疗信息化企业 Cerner？"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"EHR 领域的佼佼者"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"据报道，Cerner Corporation 总部位于密苏里州，创立于 1979 年，是美国医疗保健行业信息系统的领先供应商，提供健康信息技术服务、设备和硬件。1986 年，Cerner 在纳斯达克上市。1980 年代后期，Cerner 的客户群稳步增长，并在 1990 年达到 250 个。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"截至 2018 年 2 月，其产品已在超过 35 个国家\/地区的 27,000 多个供应商设施中使用，例如医院、综合交付网络、门诊办公室和医生办公室，发展至现在，Cerner已经成为美国医疗信息化行业的巨头之一。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"作为 EHR （电子健康记录）领域的佼佼者，Cerner不仅构建了一套综合性的健康网络架构，同时也提供了针对自费雇主的解决方案。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"构建健康网络架构"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"Cerner构建了一套健康网络架构，即一套集成的 IT 系统，将所有软件产品都统一到一个架构中，包括针对医疗供应商、雇主、患者、健康计划供应商以及政府机构的各类解决方案，主要涉及人口健康管理、临床解决方案、连续护理、药店管理、实验室、开放和互操作性、收入周期管理以及其他服务和技术。Cerner的客户可以购买整个健康网络架构系统，或在单个应用程序中进行选择，根据需要添加应用程序，同时实现跨应用程序的无缝信息流。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"heading","attrs":{"align":null,"level":4},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"Cerner的解决方案"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"该公司的一款知名产品为 Cerner Millennium，这是一个电子健康病例平台，将住院和门诊等各种护理整合到一个平台上，让护理供应商能够在不离开临床工作流程的情况下，实时访问患者健康数据，从而做出知情的、数据驱动的决策，具体的功能包括药物管理文档、数据分析、审计报告和实验室以及药物警报等。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"对于医疗机构而言，Cerner 的解决方案连通了多个设施以及整个护理过程，连接了医院、诊所、医生办公室、长期护理机构等地点，实现了信息的共享和访问。在绩效管理方面，Cerner 的收入周期解决方案与临床流程紧密集成，让医疗机构的财务、运营和临床方面能够协同工作。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"患者方面，Cerner 的一个门户与 EHR 集成在一起，让患者能够访问他们的记录，从而参与到护理中。患者可以通过安全消息与供应商进行通信，预订或更改会面、查看临床信息、请求补充、更新信息和发送文件。通过这一门户，医生可以与患者就3,000多个主题共享经过认证的循证数据。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#333333","name":"user"}}],"text":"虽然作为美国"},{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"医疗保健行业信息系统的领先供应商，但 "},{"type":"text","marks":[{"type":"color","attrs":{"color":"#333333","name":"user"}}],"text":"Cerner 在 NHS（英国国家医疗服务体系） 同样有着较大的影响力。"},{"type":"text","text":"根据 "},{"type":"link","attrs":{"href":"https:\/\/www.cerner.com\/gb\/en\/blog\/cerner-millennium-ehr-to-be-used-at-london-4000-bed-temporary-hospital","title":null,"type":null},"content":[{"type":"text","text":"Cerner 的网站"}]},{"type":"text","text":"显示， Millennium 平台每月被 24 个 NHS 信托的超过 144,000 名医疗保健专业人员使用。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"总之，从以上介绍不难看出，Cerner 在医疗信息领域的地位以及其在国际业务上的业绩都具有非常大的优势，这也不难理解甲骨文为何愿意花如此大的手笔对其迫切收购。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"收购将为甲骨文带来大量数据"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"“在医药研发领域，最为重要的就是数据。”甲骨文健康科学产品线北亚区总经理 Jeff Lam 表示。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"在 2015 年席卷中国医药行业的“药物临床试验数据核查风暴”中，CFDA 发布了“史上最严的数据核查要求”，直接导致超过 700 个药企的新药申请因为试验数据存在问题而被撤回或不予批准。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"针对此，甲骨文公司在当时推出了多款产品和系列方案，来帮助药企更好地进行临床实验。此外，甲骨文还提供了针对医院和医生的医疗健康（Healthcare）产品，帮助医生进行医疗分析、个性化医疗，以及提供电子病例存储解决方案等。并把医药研发和医疗健康两个领域的解决方案进行整合，实现以病人为中心的医药研究和医疗管理。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"“对于甲骨文来讲，我们还关注如何更好地利用这个真实世界的数据。比如从 EHR 电子病例中可以获得非常多的数据，但大部分是非结构化的数据，因此如何能够分析和利用好这些大数据，不管是从临床的角度，还是从递交给监管机构的角度来讲，都是非常重要的。”甲骨文公司健康科学全球事业部产品策略全球副总裁 James Streeter 在当时介绍道。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#4d4d4d","name":"user"}}],"text":"发展到目前来看，甲骨文公司已在医疗保健领域占据一席之地，而如今这笔交易可能为甲骨文带来更大量的数据，这将帮助甲骨文公司培训和改进其人工智能云服务，帮助其进一步向云计算转型，同时提升在医疗保健领域的地位。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"参考链接："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"link","attrs":{"href":"https:\/\/www.theregister.com\/2021\/12\/17\/oracle_cerner\/","title":null,"type":null},"content":[{"type":"text","text":"https:\/\/www.theregister.com\/2021\/12\/17\/oracle_cerner\/"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"link","attrs":{"href":"http:\/\/www.techweb.com.cn\/world\/2021-12-17\/2870104.shtml","title":null,"type":null},"content":[{"type":"text","text":"http:\/\/www.techweb.com.cn\/world\/2021-12-17\/2870104.shtml"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]}]}]}