Summary Presentation based on healthcare white paper by grail research

350 views

Published on

A presentation prepared by me, summarizing a healthcare white paper published by Grail Research on their website.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
350
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Summary Presentation based on healthcare white paper by grail research

  1. 1. SUMMARY OF WHITE PAPER BY GRAILRESEARCHAPRAJAY MINOCHAMBA Marketing from JIIT
  2. 2.  The “rule book” for success in healthcare had been relativelystable for several decades – new product innovation coupledwith aggressive marketing However, the market is changing, pharmaceutical sales growth isdown, fewer NMEs are being approved and media spending hasseen significant cuts Recent deals between traditional healthcare players like Bayer,Merck, Dr. Reddy’s etc and new entrants like Costco, Nintendo,Fujifilm etc herald a fundamental shift in healthcare industry
  3. 3.  Today, major healthcare players face “common threats” likepatent expiration, generic threats, increasing role of payors indecision making and relatively uninspiring pipelines New trends, including the rising prominence of consumerism,information technology and the rising threat of Biosimilars are alsobeing experienced. In combination, these factors are challenging the healthcareplayers to look outside the industry for ways to further innovateand remain competitive.
  4. 4. NEW TRENDSCONSUMERISM• 70 % of consumers seekhealth information onthe internet• Many health-basedwebsite seeing double-digit growth in uniquevisitorsHEALTHCARE IT• Heavy investment inHealthcare IT bygovernments of variouscountries.• Healthcare IT marketexpected to exceed $162 billion with a CAGRof 10.2 %BIOSIMILARSTHREAT• Increasing threat ofbiosimilars due toexpiring patents• The global financialcrisis is increasing thepressure forhealthcare systems tocut costs
  5. 5. Diversification Expertise Scale
  6. 6. Pfizer acquiredWyeth for $ 68billion in 2009Novartisacquired Alconfor $ 51.6 billionin 2011Roche acquiredGenentech for $46.8 billion in2009
  7. 7. •Nintendo and BayerPartnership•June 2009•Developed Bayer’sDIDGET blood glucosemonitoring system,which plugs intoNintendo DS. Targetedat diabetic kids.•Fujifilm’s acquisition ofSonosite•March 2012•Sonsosite is a leaderin bedside ultrasound,UHF micro-ultrasoundtechnology &impedancecardiographyequipment.•Samsung’s $ 300million JV with BiogenIdec for biosimilarsdevelopment.•Dec 2011•85% JV owned bySamsung•Biogen will provide itsexpertise in proteinengineering andbiologicalmanufacturing.
  8. 8. IMMEDIATE FACTORSBiosimilars BoomBy 2015, sales ofbiosimilars expected toreach USD 1.9-2.6 billion,from $ 378 million in firsthalf of 2011Technology andConsumerismConsumer-friendlytechnologiesCustomer base anddistribution channels
  9. 9. New Players Seek Growth• New players seek to tap the hugepotential of healthcare industry, a $5.4 trillion market (7.7% of GDP).• New players can leverage theirtechnology and expertise which isrequired to remain competitive intoday’s healthcare market.• Example: Fujifilm’s JV with DrReddy’s will help to establish a strongpresence in the Japanesepharmaceutical marketHealthcare Players SeekLeverage• Existing healthcare players want toleverage others’ technology,manufacturing skills etc as they facecost constraints in the currenteconomic market.• Example: Allscripts andEtransmedia’s partnership withCostco, provides them access toCostco’s customer base as adistribution channel.
  10. 10.  Entry of new players in the healthcare industry, is a sign ofchanging healthcare landscape. In this changing landscape, the advantages of incumbency areoffset by new challenges, and the non-healthcare focusedcompanies now see a chance to enter an industry, whichtraditionally has been a closed one. The pace and magnitude of change in the healthcare industryhas accelerated in the recent years. Companies are struggling tomeet the demands for innovation and change. These demands come at a time when intense financial pressuresare bogging down healthcare companies.
  11. 11.  Many of these demands, in order to be fulfilled, requirecompanies to participate in a market of products and servicesthat is outside of their historical zone. The current trend of new players entering healthcare industry willcontinue, leading to a wide range of cross-industrycollaborations and deals.

×