research: separate health analysis fees and clinic collections

2026-10-31 21:01:57 +08:00
parent dc17a4d802
commit ea3433bd60
5 changed files with 250 additions and 13 deletions
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-tc26-health-2",
+  "version": "2026-10-31-tc26-health-3",
  "asOf": "2026-10-31",
  "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。",
  "limitations": [
@@ -91944,6 +91944,127 @@
      "kind": "官方/公司自述：2026健康组原始资料复核",
      "summary": "原始站内文章时间线包含2020-11-30FAQ、2021神经反馈及2022/2023内容，与改名反链共同构成范围前运营线索。",
      "limitation": "历史内容可能迁移，不能单凭日期确认精确注册；保留业务沿革与新法人缺项，不继承旧收入。"
+    },
+    {
+      "id": "TC26HW3-MUTANEX-1",
+      "companyId": null,
+      "title": "Mutanex原始当前分析平台",
+      "url": "https://mutanex.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "精准医学/长寿分析、个人历史结果与数字孪生；合作登录等待首批实验室，首页为早期招募。",
+      "limitation": "样例患者和实验室界面不是实际使用/付费；医疗建议及速度准确性为厂商主张，未运行临床推理或上传报告。"
+    },
+    {
+      "id": "TC26HW3-MUTANEX-2",
+      "companyId": null,
+      "title": "Mutanex原始公司成立年",
+      "url": "https://www.linkedin.com/company/mutanex",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "同域公司自报2024、Ahmedabad及2—10范围，SaifulKhan/IshaGoswami等，精准医学/数字孪生。",
+      "limitation": "公司自报非独立登记；80万卢比政府资助不是收入，竞赛/研究/前事业不继承为新产品ARR。"
+    },
+    {
+      "id": "TC26HW3-MUTANEX-3",
+      "companyId": null,
+      "title": "Mutanex原始收费与预发布机制",
+      "url": "https://mutanex.com/partner",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "合作方零许可/零接入/月订阅/席位费，患者选分析时附加分析费转给Mutanex，实验室保留全部检测价；15天100历史报告免费试点，门户仍inbuild。",
+      "limitation": "未披露分析费金额/实际合同；按次收费不自动经常订阅，检测总额及实验室增加收入不是平台净收入；ISO/HIPAA声明未独立核验，未来LIS连接非现成。"
+    },
+    {
+      "id": "TC26HW3-NERVOTEC-1",
+      "companyId": null,
+      "title": "NervoScan原始访问及主体对应",
+      "url": "https://nervotec.com/terms-of-use-agreement",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "原名单nervoscan.com仅JS提示，NervotecPteLtd原始条款明确运营Nervoscan应用及nervotec网站。",
+      "limitation": "别名对应不证明独立公司或新成立；未登录/摄像采样，旧宣传的医疗级及隐私承诺不当监管许可或已审计。"
+    },
+    {
+      "id": "TC26HW3-NERVOTEC-2",
+      "companyId": null,
+      "title": "Nervotec原始机构成立年",
+      "url": "https://www.imda.gov.sg/resources/innovative-tech-companies-directory/nervotec",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "IMDA名录明确2020-06成立、Singapore及JonathanLau同域对应；30秒视频指标软件及客户定制数码产品。",
+      "limitation": "机构创新名录非实时注册摘录/医学审批，客户协作与净软件许可/定制人工分开，历史速度不强作现指标。"
+    },
+    {
+      "id": "TC26HW3-NERVOTEC-3",
+      "companyId": null,
+      "title": "Nervotec当前健康定位与研究限制",
+      "url": "https://nervotec.com/learn/evidence",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "2026-07原始说明称相机生命体征为wellness估计，不是医疗器械/诊断；引用2025JMIR血压方法及其他SGH/NUHS研究。",
+      "limitation": "本轮未读论文原文，约2bpm/2%一致性仅官网研究描述、受光照运动影响，不升独立产品测试；不把旧官网medicalgrade当已获医疗认证。"
+    },
+    {
+      "id": "TC26HW3-OCEAN-1",
+      "companyId": null,
+      "title": "OceanFriends原始诊所平台",
+      "url": "https://oceanfriends.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "排程、文书、接诊、账单及远程治疗管理，邀请制；首页列54秒文书、9天回款、98.1%索赔支付及取消空位回填。",
+      "limitation": "均厂商/客户效果描述非独立临床/财务审计，索赔到账是诊所收入不是软件公司ARR；口碑/评论数非付费数，价格/合同未核。"
+    },
+    {
+      "id": "TC26HW3-OCEAN-2",
+      "companyId": null,
+      "title": "OceanFriends原始公司年",
+      "url": "https://www.linkedin.com/company/oceanfriends",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "同域公司自报2022、Dallas及11—50范围，AnimeshKumar/ManishShukla等，AI及数据分析儿科治疗平台。",
+      "limitation": "自报非独立登记，关联员工不是精确人数；不混水族/海洋保护同名组织，旧公司新产品不重置成立。"
+    },
+    {
+      "id": "TC26HW3-OCEAN-3",
+      "companyId": null,
+      "title": "OceanFriends创始团队旧业务及客户回款",
+      "url": "https://www.linkedin.com/posts/kumarvikashux_ocean-friends-revolutionizes-pediatric-therapy-activity-7206499776442302466-6auY",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "原始团队2024活动帖介绍Florida的AIEMR客户，称诊所恢复4万/1万美元漏收索赔。",
+      "limitation": "客户恢复回款不是OceanFriends收入；客户证言/媒体稿转载非独立账目，周年故事项目起点与公司Founded不同需分别保留。"
+    },
+    {
+      "id": "TC26HW3-OMICX-1",
+      "companyId": null,
+      "title": "OmicXHealth原始开发与验证阶段",
+      "url": "https://www.omicxhealth.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "OmicXScreen为血检的机器学习/基因组平台，2025临床前完成/盲验证中，2026多癌种PoC及NIH资助验证自述；底部仍保留2024年底模型目标。",
+      "limitation": "旧路线图和新里程碑分列；约90%准确率及6癌种PoC不作已获批临床诊断、独立前瞻验证或市场收入，未读原论文。"
+    },
+    {
+      "id": "TC26HW3-OMICX-2",
+      "companyId": null,
+      "title": "OmicXHealth原始公司年及早期样本",
+      "url": "https://www.linkedin.com/company/omicxhealth",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026健康组原始资料复核",
+      "summary": "同域公司自报2024、SanRamon及2—10范围，MythiliSubharam/SreeRamanan等；自述12份生物样本不同模型正确10或11份。",
+      "limitation": "12份早期样本非全人群准确率/独立验证，未来CLIALDT计划非已完成许可；SBIR资助、论文或会议展示不是检测销售/软件ARR。"
    }
  ],
  "reviews": [
@@ -99709,6 +99830,37 @@
        "TC26HW2-MIND-4"
      ],
      "handling": "LumenUs无AI聊天、有限读文档/来信过滤，不混亡者模拟；8月隐私与10月声明/条款版本差异待核。Imagine原站明确未获FDA许可/不能商业分销；MindMuscle原域超时及旧反链可读不等关闭。具名187登记/14健康待登记及Nunatak空锚，全部来源未完成。"
+    },
+    {
+      "id": "TC26HW3-R-REVENUE",
+      "type": "分析按次费、检测价和诊所索赔净额边界",
+      "company": "2026健康第9—12项",
+      "scope": "dataset",
+      "summary": "Mutanex按患者选择分析附加净费且无月订阅，实验室检测价全部归实验室；OceanFriends客户索赔恢复与平台费分开。",
+      "evidenceIds": [
+        "TC26HW3-MUTANEX-3",
+        "TC26HW3-OCEAN-1",
+        "TC26HW3-OCEAN-3",
+        "TC26HW3-OMICX-2"
+      ],
+      "handling": "无新增收入观测，预发布按次费没有实际金额/经常合同不年化；诊所漏收回款、政府/NIH资助、研究样本数不作平台ARR。SDK许可、定制接入/人工、血检试剂实验和净软件费需分列。"
+    },
+    {
+      "id": "TC26HW3-R-ROSTER",
+      "type": "2026健康第9—12项旧成立与研究定位",
+      "company": "2026总入口具名201URL",
+      "scope": "dataset",
+      "summary": "4项范围前成立/运营，原域外壳和当前主体条款对应；旧medicalgrade与新wellness、旧目标和新验证阶段分列。",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26HW3-MUTANEX-2",
+        "TC26HW3-NERVOTEC-2",
+        "TC26HW3-OCEAN-2",
+        "TC26HW3-OMICX-2",
+        "TC26HW3-NERVOTEC-3",
+        "TC26HW3-OMICX-1"
+      ],
+      "handling": "不混Mutinex/OmicX同名公司，不把AI新交付重置年。Nervotec未核论文原文不升独立技术测试，OmicX12样本自报不作前瞻临床验证；具名191登记/10健康待登记及Nunatak空锚，全来源研究未完成。"
    }
  ],
  "coverage": {
@@ -111623,6 +111775,79 @@
          ]
        }
      ]
+    },
+    {
+      "id": "TC-2026-battlefield-health-3",
+      "sourceId": "S02",
+      "url": "https://techcrunch.com/2026/08/20/the-2026-startup-battlefield-200-is-here-see-who-made-the-cut/",
+      "accessedAt": "2026-10-31",
+      "scope": "健康第9—12项原网址核对：Mutanex2024、Nervotec2020、OceanFriends2022/旧运营、OmicXHealth2024暂范围外；具名191登记/10待登记，无公司或收入新增。",
+      "complete": false,
+      "records": [
+        {
+          "id": "TC26-HW3-MUTANEX",
+          "name": "Mutanex",
+          "url": "https://mutanex.com",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始公司自报2024暂范围外，数字孪生/精准医学与新长寿实验室交付分列；不混澳洲Mutinex营销软件。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW3-MUTANEX-1",
+            "TC26HW3-MUTANEX-2",
+            "TC26HW3-MUTANEX-3"
+          ]
+        },
+        {
+          "id": "TC26-HW3-NERVOTEC",
+          "name": "Nervotec",
+          "url": "https://www.nervoscan.com/",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "IMDA原始名录2020-06成立暂范围外，NervoScan与Nervotec条款对应；旧medicalgrade宣传和新wellness定位分列。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW3-NERVOTEC-1",
+            "TC26HW3-NERVOTEC-2",
+            "TC26HW3-NERVOTEC-3"
+          ]
+        },
+        {
+          "id": "TC26-HW3-OCEAN",
+          "name": "Ocean Friends Inc",
+          "url": "http://oceanfriends.ai",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "公司自报2022及原始2024推广旧运营暂范围外；创始人周年项目起点差异不重置2025成立。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW3-OCEAN-1",
+            "TC26HW3-OCEAN-2",
+            "TC26HW3-OCEAN-3"
+          ]
+        },
+        {
+          "id": "TC26-HW3-OMICX",
+          "name": "OmicXHealth",
+          "url": "https://omicxhealth.com",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始公司自报2024暂范围外，癌症甲基化分析/检测平台与试剂实验服务分开；不混埃及OmicXLabs或印度Omic.health。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26HW3-OMICX-1",
+            "TC26HW3-OMICX-2"
+          ]
+        }
+      ]
    }
  ],
  "directoryRechecks": [
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-tc26-health-2",
+  "sourceVersion": "2026-10-31-tc26-health-3",
  "asOf": "2026-10-31",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",