What's the market pull for E-Health? - Presentation at 9th Berlin Conference on IP in Life Sciences - Digital Health Solution
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
What’s the market pull for E-Health? Presentation at 9th Berlin Conference on IP in Life Sciences – Digital Health Solution 12th February 2016
There is clearly a market pull towards digitalization, across industry
and in healthcare
Digitalization is disrupting traditional industries… …and creates strong pull in
healthcare
233.3
+21%
135.9
233.3
73.2
135.9
73.2
2014 2017 2020
Digital health market [bn USD]
Source: Roland Berger team analysis What’s the market pull for E-Health.pptx 2
Across industries, a technological and a sociological revolution are
under way
Trend overview
A TECHNOLOGICAL A SOCIOLOGICAL
REVOLUTION REVOLUTION
TECHNOLOGY ADVANCES CONSUMER/PATIENT
BEHAVIOR CHANGES
> The world is connected via
the internet DIGITAL > Consumers/patients have
increasing access to transparent
> Powerful computing & communication
devices are increasingly mobile TRANSFORMATION information
> The 'informed patient' is
transforming to the 'participating
patient'
DATA VOLUME BIG DATA CHANGES
START-UP ACTIVITIES
INCREASES TRADITIONAL BUSINESS
INCREASE
> More and more digital data is > Existing businesses must identify
generated the value of data for their industry > VCs believe in business
if they want to be sustainable in models that are designed
> The belief in mutual enrichment by
the future for this new environment
exchange fuels data sharing
Source: Roland Berger What’s the market pull for E-Health.pptx 3
The major challenge in modern medicine is the interpretation of
enormous amounts of data within human biological networks
Holistic approach to studying complex biological systems
Multi-Omics Complexity and variability of humans Systems medicine
> Systems medicine evolved from systems biology
– Systems biology is the study of systems of
biological components, which may be
Organisms Populations molecules, cells, organisms or entire species
…
– Systems biology is pioneering actionable
understandings of disease and wellness as a
continuum of network states unique in time
Organs 50 organs and space to each individual human being
Microbiome
100 trillion cells > Systems medicine aims at better understanding
Cytome
Cells processes within the human body at molecular
Metabolome level and its interactions
20,000 proteins
Proteome > The major challenge for systems medicine is to
Molecules find the significant signals within this enormous
Transciptome 35,000 orfs
Epigenome amount of individual data and enhance the signal-
Genome
6 bn nucleotides to-noise ratio
Genes
Source: Hood and Flores; Naylor and Chen; Roland Berger What’s the market pull for E-Health.pptx 4In our view, winning Digital Health offerings must fulfill a clear set of
principles to make it attractive
Principles of winning Digital Health offerings
Follow customer journeys – target specific interactions in the healthcare system
Interaction
Connect all stakeholders across the healthcare system
Overcome disconnect between healthcare provider and patient
Value-added
Use smart solutions, offer tangible value added: time, money, quality, outcomes
Platform/ Get the initial patient connection right - ubiquitous digital channels: Social media, website, apps
connectivity as touch points (mobile network of connectivity)
Take advantage of comprehensive user data
Data
Ensure accessibility and security
e-Health Gather meaningful insights
Intelligence
Offering Use Big Data to become predictive, not reactive
Use multiple interfaces to suit the patients‘ lifestyle
Device
Link with technology standards and build closed loop system
Give precise measurements
Sensor
Considers patient convenience with e.g. wearable sensors
Add new technology dimension to core product
Pharmaceutical
Enhance value proposition beyond the molecule
Reflect regulatory & care environment
Regional
Understand and accept local pain points – adjust technology and value added
Source: Roland Berger Team What’s the market pull for E-Health.pptx 5Market pull is mainly driven by new entrants, consumers,
insurances, government and industry – players move to the right
Market pull of selected healthcare players – European perspective
Pharmacy Pharma
Healthcare • Reluctant since • Opportunities across
Industry – fear of e-prescriptions the value chain Medtech New entrants
– investment needed • Different priorities • Some segments • Development of new
• Some see opportunity to shape digitalization business models and
drive compliance/ adherence more than others partnerships
Government
• Embraces Patients/ Consumers
Public sector • Hybrids with increasing
opportunities to
increase transparency digital habits
and efficiency • Information needs
Statutory insurances
Payer • Strong interest in
Private insurances transparent information
organizations and improved patient
• Positive but cautious
• Limited market power care at lower cost
Office based physicians
• Doubts concerning Public
Private Providers
– patient/ doctor relation Providers
Care provider • Reluctant concerning
• Promising potential
– data security/ protection to improve patient pathways
– medical independence investment needs
and efficiencies
Reluctant Neutral Pushing
Attitude towards e-Health
Source: Roland Berger Analysis What’s the market pull for E-Health.pptx 6Industrial healthcare players identifying opportunities across the
value chain
Industrial value chain
Smart data Industry 4.0 Digital health Multichannel management
Pharma Manufacturing / Medical /
Company R&D Sales
Supply chain Marketing
Industry 4.0 Digital health
Digital
tool Multichannel management
Smart data
> Biotech > KOLs > Suppliers > Physicians > Hospitals > Consumer > Payers
Target > Clinical > Patients > Technical service > Payers > Patient > Patient > Hospitals
groups centers providers groups > KOLs > Pharmacies
> Diagnostics > Consumers
Source: Roland Berger What’s the market pull for E-Health.pptx 7R&D
Roche decided to exploit the market potential stemming from
digitalization mainly in the R&D area
Roche's strategic transaction regarding Foundation Medicine R&D approach
> Focus of the R&D collaboration will
be on developing genomic profile
tests for cancer immunotherapies
and for continuous blood-based
monitoring
> Roche will be able to utilize FMI’s
> In 2015, Roche acquired a majority stake in Foundation Medicine, a new player proprietary molecular information
in the field of molecular information in oncology platform to standardize clinical trial
> FMI supports physicians by providing comprehensive molecular information to testing
characterize a tumor that is being matched with approved targeted therapy > Roche aims for comparability of
options and novel treatments under development clinical trial results for R&D
> Collaboration leverages both companies’ strengths to advance the progress of purposes to improve decision
personalized treatments for patients with cancer making and support optimization of
patient care as oncology
> The partnership includes both a broad R&D collaboration with the potential for management becomes more
more than USD 150 million funding by Roche to accelerate FMI’s new product complex
development as well as commercial collaboration agreements aimed at
expanding the global sales efforts for FMI’s current and future products > Digitalization will further link R&D
with real life treatment data
Source: Roland Berger, Roche press releases What’s the market pull for E-Health.pptx 8Mfg. / Supply chain
New technologies have the potential to disrupt the Medtech and
Pharma manufacturing world
Selected Industry 4.0 technologies and use cases
Virtual Manufacturing Additive Manufacturing Predictive maintenance Cyber physical systems
> 3D CT data and the NX- > In March of 2015, 3D > ThyssenKrupp uses Microsoft > On the assembly line at the
CAD/CAM software from Bioprinting Solutions became predictive analytics Bosch Rexroth plant
Siemens PLM enable the first group to software for its elevator Homburg / Saar, an RFID
simulation and design of successfully bioprint and maintenance support chip on the work piece
customized and patient- transplant a thyroid gland > Elevators are connected to a steers its own production
specific artificial joints with for a mouse cloud and transfer data from steps through nine intelligent
still a high degree of process sensors to the system for work stations
chain automation predictive and even > Displays show the employees
preemptive maintenance the appropriate work
instructions
Source: Roland Berger analysis What’s the market pull for E-Health.pptx 9Medical / Marketing
Digital offerings are manifold and will change the way how people
are treated tremendously – Pharma’s offerings will be impacted
Bayer
Apple Health BETACONNECT™ 23 and me Proteus digital
> Currently focuses on > Prescribes injection > FDA and CE approval > Available in the USA
collection of health and reminders, injection depth > DNA analyzer that enables > Marketed as an intelligent
fitness information from third- and speed based on patient users to learn about and medicine platform integrating
party apps preferences explore their DNA patients, patients’ relatives
> Glucose monitor in > Stores and shares injection > Extrapolates ancestry reports and treating doctors
development using non- information (date, speed, and raw data from its > Includes wearable and
invasive sensors volume) and symptoms and database ingestible sensors
> Takes advantage of syncs live with smartphone
app > Future use for health-related > Developed in cooperation
pedometer, blood pressure, genetic information with Novartis and Otsuka
hydration and heart rate > Shares the data with anticipated Pharmaceuticals
screening healthcare providers via an
online dashboard > FDA application for first
drug/device combination
> FDA approval in 09/2015 (ABILIFY) ongoing
Source: Roland Berger What’s the market pull for E-Health.pptx 10Sales
Digitalization within healthcare sector gives birth to new business
models enabling self-monitoring, higher efficiency & convenience
Major Digital Health trends
Quantified health Tele-health Medication online
e.ventures "Wearables becoming "Extending the "Pharmacy reinvented"
says: smarter" point of care"
> Tracking of physical activity and other > Telemedicine services connecting patients > Simplified process of getting
health indicators due to rise of wearable directly with doctors via video allow for prescriptions or receiving medication
technologies and sensors higher convenience at lower costs through faster submission technologies
> Features of new devices going beyond fit- > Monitoring of at-risk patients simplified
ness and are more sophisticated than ever especially in the field of chronic diseases
Record memories
on the go Online connection
to your doctor
Online pharmacy
Activity & diet Fitness & sports
tracking Tele-health platform connecting doctors & patients
activity tracking
Source: e.ventures; Roland Berger What’s the market pull for E-Health.pptx 11So for moving forward – what are the guiding questions to be
answered?
What are the drivers and hurdles for digital transformation of Pharma and
Healthcare and how does it change the paradigm in modern medicine?
Where is the potential of the new paradigm in modern medicine and how can
digital transformation help unlock this potential?
Which new business models emerge from the associated digital
transformation?
How can the opportunities arising from digital transformation in pharma and
healthcare be addressed?
What’s the market pull for E-Health.pptx 12Strategic collaboration will become more important than ever for
established players to succeed in the new business environment
Conclusion
Challenges > Implement out-of-the-box innovation
into a highly regulated environment
> Combine development cycles and
know-how from IT and medicine
> Open up for partnerships Strategic cooperation to face
> Achieve quick wins to keep going new business reality
> Pharma
Exemplary partnerships and initiatives of > Medtech
established Pharma players with other industries
> IT
> Google and Sanofi collaborate in > Consumer industries
Diabetes Care
> Telecommunications
> Roche acquires Big Data platform
Bina Technologies for next
generation sequencing
Source: Roland Berger What’s the market pull for E-Health.pptx 13On our first "Digital Health Day" on February 25th at spielfeld we are
connecting industry leaders with promising start-ups
"Digital Hub" in Berlin Digital Health Day
Strong network of digital- Several top-companies > Senior executives will meet innovative
/tech-partners and start- working on digital
ups projects, curated by RB start-ups to discuss disruptive and
successful business models
1,000m2 multi-functional
Digital Academy > Clients will have the opportunity to
space
develop own ideas through an idea
Broad portfolio of services generation workshop, and to develop
from inspiration formats to
Big/Smart Data Lab and implement concepts in follow-on
prototyping and change
projects projects
> Selected participants:
Source: Roland Berger What’s the market pull for E-Health.pptx 14You can also read
