医疗健康专家咨询 · Healthcare Expert Consulting Healthcare Expert Consulting

让每一笔医疗投资决策,
都有专业洞见支撑
Every healthcare investment decision,
backed by professional insight

普略咨询(PoolingMed Consulting)依托普略医学转化研究院十余年深耕医疗健康领域积累的医生专家资源网络,为投资机构与企业战略部门提供专家咨询的匹配与组织服务——从投研阶段的专家访谈,到临床专家深度调研与圆桌讨论。 PoolingMed Consulting, built on the clinical expert network cultivated by Pooling Translational Medicine Research Institute over more than a decade, provides expert matching and consultation coordination for investment institutions and corporate strategy teams — from KOL interviews at the due-diligence stage to in-depth clinical research and advisory roundtables.

10+ 年10+ Years医疗健康领域持续深耕Deep in healthcare
24 小时24 Hours标准服务候选专家推荐时效Standard candidate shortlist
中美US-China双重合规保障体系Dual compliance framework
双语Bilingual访谈与交付全程中英支持Full bilingual delivery
Why PoolingWhy Pooling

为什么选择普略咨询Why partner with us

深厚的专家资源壁垒Deep expert network

覆盖全国三甲医院临床医师、科室主任 / 学科带头人、科研 PI、院士 / 杰青及药企 / CRO 产业专家,专家网络十余年持续运营迭代。 Covering physicians at Grade III Class A hospitals, department heads and academic leaders, research PIs, academicians and National Distinguished Young Scholars, plus pharma / CRO industry experts — a network continuously operated and refined for over a decade.

中美双重合规保障US-China dual compliance

深刻理解 SEC 合规要求与中国法律法规,严格的专家身份保护机制,完善的保密协议体系,让跨境尽调合规安心。 Well-versed in SEC compliance requirements and Chinese laws and regulations, with strict expert identity protection and a complete confidentiality documentation system for cross-border due diligence.

快速响应,精准匹配Fast response, precise matching

标准服务 24 小时内推荐 2–3 位候选专家(加急最快 12 小时),匿名简介供客户预筛,支持电话 / 视频 / 面谈 / 书面报告多种形式。 2–3 anonymized expert candidates recommended within 24 hours under standard service (as fast as 12 hours expedited) for client pre-screening, delivered by phone, video, in-person meeting or written consultation.

专业价值定价Value-based pricing

不拼价格,以专业洞见深度为核心竞争力;按专家层级透明定价、按项目确认,具体安排以双方签署的《咨询任务确认单》为准。 We compete on the depth of professional insight, not on price. Transparent tier-based rates, confirmed per engagement — final terms are set out in the signed Consulting Task Confirmation Form.

Expert NetworkExpert Network

五类专家,覆盖医疗健康全链条Five expert categories across the healthcare value chain

从一线临床实践到产业战略,按研究问题匹配合适层级的专家,而非"一个库打天下"。 From frontline clinical practice to industry strategy — experts are matched to your research question at the right seniority level.

临床医师Clinical Physician

三甲医院主治 / 副主任医师Attending / associate chief, Grade III Class A hospitals

一线临床实践、诊疗路径、用药习惯、采购流程Frontline practice, care pathways, prescribing patterns, procurement

资深临床专家Senior Clinical Expert

主任医师、科室副主任Chief physician, deputy department director

学科趋势、新药 / 器械临床评价、指南背景Discipline trends, clinical evaluation of new drugs / devices, guideline context

顶尖专家Top-tier Expert

科室主任、学科带头人、院士 / 杰青Department head, academic leader, academician / NYS

技术路线、政策趋势、战略研究Technology strategies, policy trends, strategic research

科研 PIResearch PI

高校 / 科研院所课题负责人、学科带头人PIs and academic leaders at universities and research institutes

前沿技术评估、科研成果转化、研发方向判断Emerging technology assessment, research translation, R&D direction

产业专家Industry Expert

药企 / CRO 研发、注册或 BD 负责人Pharma / CRO executives in R&D, regulatory or BD

产品策略、市场准入、定价逻辑、竞争格局Product strategy, market access, pricing rationale, competitive landscape

Core ServicesCore Services

核心服务What we deliver

01

专家访谈Expert Interviews

与目标领域专家进行电话 / 视频深度交流,按小时灵活安排,获取结构化的一手专业洞察。 In-depth phone or video conversations with target-area experts, scheduled flexibly by the hour, delivering structured first-hand professional insight.

服务内容Scope

  • 按咨询领域、问题方向与期望专家画像定制访谈提纲
  • 推荐 2–3 位候选专家,提供匿名简介(研究方向、职称级别、相关经验)供预筛
  • 访谈执行:电话 / 视频 / 面谈,经专家同意后可录音存档
  • 中英双语纪要与要点提炼交付
  • Custom interview guides based on your consultation area, key questions and desired expert profile
  • 2–3 candidate experts with anonymized profiles (research focus, seniority, relevant experience) for pre-screening
  • Execution by phone / video / in-person; sessions may be recorded with the expert's consent
  • Bilingual summaries with key takeaways

服务流程Process

需求提交Brief→ 专家匹配Matching→ 确认安排Confirmation→ 咨询执行Interview→ 交付完成Delivery

核心优势Advantages

匿名简介预筛Anonymized pre-screening 电话 · 视频 · 面谈Phone · video · in-person 双语主持与纪要Bilingual moderation & notes 合规边界前置核验Compliance pre-check
02

定制书面研究报告Custom Research Reports

针对特定问题出具深度分析报告,将专家一手洞察与案头研究结合,直接服务投研与尽调场景。 In-depth written analysis on specific questions, combining first-hand expert insight with desk research — built for investment research and due diligence.

服务内容Scope

  • 标准报告:10–20 页,核心观点、数据依据与结论,参考周期 5 个工作日
  • 深度报告:20–50 页,市场 / 竞争格局、专家访谈摘要、投研参考与风险提示,参考周期 10 个工作日
  • 报告范围、资料来源、交付时间及使用权限在《咨询任务确认单》中明确约定
  • 交付前经医学背景审核人多轮审核
  • Standard report: 10–20 pages — key findings, supporting data and conclusions, in about 5 business days
  • In-depth report: 20–50 pages — market / competitive analysis, interview highlights, investment-research references and risk considerations, in about 10 business days
  • Scope, sources, timeline and usage rights defined in the Task Confirmation Form
  • Multi-round review by medically trained reviewers before delivery

核心优势Advantages

一手洞察 + 案头研究结合Primary + secondary research 医学专业团队撰写Medical professional authors 边界清晰、用途明确Clear scope & usage rights
03

多专家圆桌讨论Multi-Expert Roundtables

2–3 位专家共同参与,多视角碰撞,适合需要交叉验证或议题收敛的投研问题。 2–3 experts in one session for multi-perspective debate — ideal for questions that need cross-validation or convergence.

服务内容Scope

  • 议程设计与讨论框架搭建
  • 多位专家的组织协调,通常 2–3 位,单场最低 1.5 小时
  • 双语纪要,并可选配深度圆桌报告
  • 线上 / 线下均可组织
  • Agenda design and discussion framework
  • Coordination of 2–3 experts per session, minimum 1.5 hours
  • Bilingual summary, with an optional in-depth roundtable report
  • Online or in person

核心优势Advantages

多视角交叉验证Cross-validated views 专业主持引导Professional moderation 结构化共识产出Structured output
04

增值服务Value-added Services

在核心服务之上,为不同节奏与频次的需求提供更灵活的合作方式。 Flexible engagement options on top of the core services, for different paces and frequencies of demand.

加急服务Expedited Service

加急专家匹配:受理后 12 小时内提供首批候选专家;加急双语纪要:访谈完成后 12 小时内交付。以专家可及性与双方书面确认的排期为准。 Expedited matching: first candidate shortlist within 12 hours of acceptance. Expedited bilingual summary: within 12 hours after the interview. Subject to expert availability and a schedule confirmed in writing.

深度分析配套In-depth Analysis Support

深度双语纪要(含医学术语校对,24 小时内);英文访谈摘要 3–5 页(2 个工作日内);专家背景尽调报告(24 小时内)。 Enhanced bilingual summary with medical terminology review (within 24 hours); 3–5 page English executive summary (within 2 business days); expert background due-diligence report (within 24 hours).

年度订阅方案Annual Subscription Plans

面向持续开展医疗尽调与投资研究的机构客户:可累计的访谈额度、优先 / VIP 匹配响应、年度研究报告额度、专属项目经理及合规顾问。三档方案细节另行商定。 For institutions running continuous healthcare due diligence: accumulable interview hours, priority / VIP matching response, annual research report allowance, dedicated project manager and compliance adviser. Three tiers, details on request.

标准化合作文件体系Standardized Engagement Documents

合作全程有标准化文件支撑,权责与合规边界书面清晰。 Every engagement is supported by standardized documents with clearly defined responsibilities and compliance boundaries.

合作框架协议Framework Agreement 咨询任务确认单Task Confirmation Form 双向保密协议Mutual NDA 服务报价单Service Quotation
Process & SLAProcess & SLA

服务流程与 SLAHow we work

从需求确认到纪要交付的标准化节奏,每一步都有明确时效与工作内容。 A standardized cadence from briefing to debrief, with clear timelines at every step.

T+0
需求确认Briefing主题、问题清单、专家画像与时间范围Topic, questions, expert profile, time window
T+1
候选推荐Shortlist≤24 小时,2–3 位候选专家及简介≤24h, 2–3 candidates with profiles
T+1.5
客户确认Selection客户选择意向专家,确认访谈重点Client selects experts and priorities
T+2
专家确认Confirmation约 4–12 小时,合规核验与档期确认~4–12h, compliance checks & scheduling
T+3
组织访谈Interview通常 ≤24 小时组织电话 / 视频访谈Phone / video session, usually ≤24h
T+5
纪要交付Debrief通常 ≤48 小时交付双语标准纪要Bilingual summary, usually ≤48h
服务环节Milestone 标准时效Standard 加急时效Expedited
需求响应Initial response 1 个工作日内Within 1 business day 当天响应Same day
候选专家推荐Candidate shortlist ≤24 小时(2–3 位候选专家及匿名简介)≤24 hours (2–3 candidates with profiles) ≤12 小时≤12 hours
专家确认与排期Expert confirmation & scheduling 约 4–12 小时Approx. 4–12 hours 以双方书面确认为准Per written confirmation
双语纪要交付Bilingual summary delivery 访谈结束后 ≤48 小时≤48 hours after interview ≤12 小时≤12 hours
标准项目参考周期Standard project cycle 不超过 5 个工作日Within 5 business days 目标不超过 72 小时Target within 72 hours

* 实际节点受专家档期、跨时区协调和客户反馈速度影响,具体以《咨询任务确认单》为准;时效为服务目标,不构成对任一专家参与访谈的保证。 * Actual timing depends on expert availability, time-zone coordination and client response times, and is governed by the Task Confirmation Form. Timings are service targets, not a guarantee that any specific expert will accept an interview.

Compliance & AssuranceCompliance & Assurance

合规、保密与服务保证Compliance, confidentiality and service assurance

专家咨询的底线是合规。我们把合规与保密写进每一份合作文件,而不是停留在口头承诺。 Compliance is the bottom line of expert consulting. We put it into every engagement document, not just verbal assurances.

投资研究合规Investment-research compliance

严格禁止诱导专家披露重大非公开信息(MNPI)或可能构成证券市场内幕信息的内容,深刻理解 SEC 合规要求。 Strictly no solicitation of material non-public information (MNPI) or content that could constitute securities-market inside information; well-versed in SEC compliance requirements.

数据与个人信息保护Data & privacy protection

遵守《数据安全法》《个人信息保护法》等监管要求,不收集患者可识别资料、未获授权的临床试验结果或企业技术秘密。 Compliant with China's Data Security Law and Personal Information Protection Law; no collection of identifiable patient information, unauthorized clinical-trial results or corporate trade secrets.

专家身份保护Expert identity protection

推荐资料默认匿名(仅含资历、经历、专业方向与匿名代码),禁止去匿名化或反向识别;未经允许不得绕过普略直接联系专家。 Candidate profiles are anonymized by default (credentials, experience, focus and an anonymous code only); de-anonymization is prohibited, and clients may not bypass Pooling to contact experts directly.

双向保密协议Mutual NDA

双方签署《双向保密协议》,覆盖保密信息范围、专家身份保护、禁止绕行、12 个月非招揽安排与违约救济。 A mutual NDA covers the scope of confidential information, expert identity protection, non-circumvention, a 12-month non-solicitation arrangement and remedies.

身份核验与利益冲突管理Vetting & conflict management

访谈前核实专家公开资历、在职身份、限制性义务与关联关系;存在不可管理的利益冲突时,不安排相应专家。 Public credentials, affiliations, restrictive obligations and conflicts of interest are verified before the interview; experts with unmanageable conflicts are not arranged.

质量反馈与更换机制Quality feedback & replacement

客户对咨询组织或专家适配不满意时,可申请复核并协商更换专家;因合规阻断或专家取消无法执行的,协商改期或结算退还。 Clients dissatisfied with coordination or expert fit may request a review and discuss replacement; where compliance blocks or cancellation prevents execution, rescheduling or settlement / refund is arranged.

使用范围与角色边界Permitted use & role boundaries

专家以个人身份发表专业意见,不代表所在机构;咨询内容仅用于内部投资研究与尽职调查,普略提供匹配与组织服务,不构成投资建议。 Experts speak in their personal capacity, not for their institutions; content is for internal investment research and due diligence only. Pooling provides matching and coordination, not investment advice.

跨境信息保护Cross-border data protection

涉及专家资料跨境提供的,遵守专家授权、保密约定与个人信息跨境提供规则,为中美客户提供合规的协作通道。 Where expert information crosses borders, expert authorization, confidentiality commitments and personal-information cross-border rules are observed — a compliant channel for US and China clients.

About UsAbout Us

关于普略咨询About PoolingMed Consulting

普略咨询(PoolingMed Consulting) 依托普略医学转化研究院十余年深耕医疗健康领域所积累的医生专家资源网络,致力于为投资机构与企业战略部门提供高质量的专家咨询匹配与组织服务。 PoolingMed Consulting is built on the clinical expert network cultivated by Pooling Translational Medicine Research Institute over more than a decade of healthcare focus, providing high-quality expert matching and consultation coordination for investment institutions and corporate strategy teams.

我们的使命是:让每一笔医疗投资决策都有专业洞见支撑。长期与临床一线的合作,使我们理解临床专家的语言、时间与关注点,也让专家信任我们的项目——这是匹配成功率的真正来源。 Our mission: every healthcare investment decision backed by professional insight. Years of front-line collaboration mean we understand clinicians' language, schedules and priorities — and they trust our projects. That is where our matching success rate comes from.

运营主体为杭州普略生物科技有限公司,旗下百替生物创立于 2011 年,是国内较早的大型医学科研咨询与技术服务平台型公司。 We operate through Hangzhou Pooling Biotechnology Co., Ltd. Its subsidiary Biotek, founded in 2011, is one of the earliest large-scale medical research consulting and technical service platforms in China.

2011 年Since 2011旗下百替生物创立,深耕医学科研服务Biotek founded; deep roots in medical research services
10+ 年10+ Years专家网络持续运营迭代Expert network continuously operated
ISO9001质量管理体系认证Quality management certified
ISO27001信息安全管理体系认证Information security certified
Contact UsContact Us

提交咨询需求Start a conversation

公司地址Address 北京市东城区王府国际中心6层177室 Room 177, 6F, Wangfu International Center, Dongcheng District, Beijing, China
浙江省杭州市余杭区良渚生命科技小镇星运健康产业园 7 号楼 3 楼 3F, Building 7, Xingyun Health Industrial Park, Liangzhu Life Science Town, Yuhang District, Hangzhou, Zhejiang, China

项目咨询Project Inquiry

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