On March 6 2012 we hosted an Innovation Session in our South San Francisco Accelerated Solutions Environment (ASE) center, to explore the topic of “creating value in healthcare through disruptive innovation” (see video here or at the end of the post). The conference was co-sponsored by Wilson Sonsini Goodrich & Rosati (WSGR), the French American Chamber of Commerce (FACC) and the German American Business Association (GABA). Among others, we invited Intel Capital, Sony Mobile Communications and Happtique to give their perspective on how social and mobile innovation can help improve quality of care and contain costs.
8. Benoit Berthoux
Head of Life Sciences
West Coast Practice
4000 Shoreline Court, Suite 210
South San Francisco, CA 94080
Mob.: +1 415 200 9859
Benoit.Berthoux@capgemini.com
8
10. Intel Capital Mission
Enhance Intel’s Strategic Objectives By Making and
Managing Financially Attractive Investments
STRATEGIC FINANCIAL
A Stage Agnostic and Long-Term Investor
11. Investing In a World of Possibilities
Enterprise Servers, Networking & Storage
Manageability & Virtualization
and Cloud Data Centers & Cloud Services
Software AppUp Center™
Cloud Computing & Security
and Services Visual Computing & Open Source
Ultrabooks
Mobility Tablets
Smart Phones
Consumer e-Commerce
Social Media & Mobile Web
Internet Enabling Platforms
Digital Media & Content Delivery/Services
Gaming & Education
Entertainment Advertising
Intelligent Digital Signage
Connected Car & IVI
Systems Home Energy Management
Cleantech Grid Infrastructure
Smart Commercial Buildings
Greentech Microgrids & Communities
Manufacturing Semiconductor Process
Memory EDA Tools & IP
Non-Volatile Memory
12. Intel Capital’s Investment Criteria
When making investments, we look for:
● Innovative technology and usage models
● Strategic interest to Intel
● Strong management teams
● Addresses rapidly growing and sizable
markets
● Exit opportunity
13. Intel Capital Investments
2011
51% Outside
158 New Deals N. America 6 IPOs
$526M 74 International 28 Acquisitions
Investments
Historical
36% Outside
1,212 Deals
N. America 194 IPOs
$10.4 Billion 51 Countries 289 Acquisitions
15. 2011 Intel Capital Exits
34 Portfolio Company Exits: 28 M&A and 6 IPOs
USA
Taiwan: GTSM
Taiwan: TSEC
China: NYSE
China India Netherlands
China: NASDAQ
China: GTSM
Israel Japan UK France
Poland: GPW
*Other marks and brands are property of their respective owners
16. Intel Capital Global Presence
Invested $10.4+ Billion in 51 Countries
Intel Capital Offices in 26 countries
Investments in 51 Countries
Intel Capital Invested
Intel Offices
17. Successful Investments
Helping to Support Successful Global Businesses Since 1991
*Other marks and brands are property of their respective owners
18. Global Investment Syndicate
Worldwide Co-investors Providing Ready Access to Growth
Capital, Global Market Reach, Board Members and Advisors
*Other marks and brands are property of their respective owners
19. Intel Capital Technology Days
Shortcuts the Corporate Technology Evaluation Cycle by Directly
Connecting Portfolio Companies with Industry Executives
Delivering value for customers and portfolio companies
*Other marks and brands are property of their respective owners
Ver. Dec 2011
20. Intel Capital’s Unique Advantages
● One of the largest technology venture
capital organizations worldwide
● Invests at all stages in private and public
companies
● Leads investment rounds, takes larger
stakes, actively participates on boards
● Speed and agility to make quick
decisions
● Global brand recognition
● Committed to portfolio company success
21. Provider and Payer Technologies
• Pay for Quality vs. Pay for Volume
driving adoption of risk based
entities such as ACOs
• Cloud based Ambulatory and
Hospital EMRs lowering cost of
adoption of clinical technologies
and digitizing the HC ecosystem
• Big data for Clinical decision
support an interesting new trend
• Payers trying to become more
consumer focused in anticipation of
rollout of HC reform in 2014
Representative
Portfolio
Source: Oppenheimer, Frost and Sullivan, CMS,
Morgan Keegan
22. Remote Patient management
• Aging populations: 65+ expected to
reach 53M by 2020 and 80M by 2050 in
the US. This long term demographic
trend a key driver for the remote patient
monitoring market
• In place aging – There is greater desire
on part of individuals and families to age
in place. Remote patient management
provides this flexibility
• Treatment of Costly diseases -
Chronic heart failure (CHF) one of the
most common causes of hospitalization
for elderly Americans, and is also one of
the nation’s most costly conditions to
treat. Remote patient management
effective in preventive treatment of
patients
Representative
Portfolio
Source: ABI Research
23. Consumer and Mobile Health
• Smartphone adoption
• Hundreds of million smart phones
have the potential to be used for
sensing and transmitting HC data
• Mobile PHR adoption accelerated by
EHR adoption and potential for
integration via standard data
interfaces
• Increasing consumerism
• Twice as many Gen-X and Gen-Y
consumers want to access and
maintain their PHRs using a mobile
device than do Baby Boomers and
Seniors
• 50% of consumers in a recent study
want a personal monitoring device
to alert and guide them to make
improvements in their health or
treat a condition
Representative
Portfolio
Source: PWC
24. Bioinformatics and Genomics
Key Focus areas
• Genomics
• Proteomics
• Bioinformatics and
bioanalytic portals
• Molecular modeling
• Computational chemistry
Representative
Portfolio
28. Making
people smile
The Communication
Entertainment brand
29. Founded in1946
Global company with headquarter in Tokyo
World's leading electronics and entertainment
company
Chairman, CEO and President: Sir Howard
Stringer (also Chairman of the Board for Sony
Ericsson )
36.8B USD market cap as of Feb 28, 2011
169,900 employees as of Dec.31, 2010
1979 - First “Walkman” launch
1982 - World’s first CD player launch
1988 - CBS Records (later SME) acquired
1989 - Columbia Pictures (later SPE) acquired
1994 - First PlayStation® launch
1996 - Digital camera “Cyber-shot” launch
CONFIDENTIAL
33. Key Technologies for Mobile Health/Medicine/Fitness
The Quantized Self
• Communications
• ANT+
• NFC
• Wearable Computing
• Sensors
• Devices
• Connectivity
• Backend Services in the Cloud
• Social
CONFIDENTIAL
34. ANT +
Key Features
• Compact (small stacksize)
• Scalable (supports complex network topologies)
• ANT+ Interoperable Product Examples
• Wrist-mounted instrumentation
• Flexible (supports ad hoc network reconfiguration)
• Heart Rate Monitoring (HRM)
• Focused (not a standard development organization)
• Speed and Distance Monitoring (SDM)
• Proven (millions of nodes delivered)
• Bike computers
• Continua use case requirements for Body Area Networks
(BAN) including: • Health and wellness monitoring devices
• Proven Ultra-low Power • Industrial sensors
• Co-existence with nearby networks • Low data-rate communications
• Small memory size • Active RFID
• Support Range and data transmission rates • Location-based services
• Number of devices on network • Utilities wireless Automated Meter Reading (AMR)
• Mobility • Smart toys
• Ad hoc capability • Automotive instruments
• Frequency agility • Remote Control
• Central control of power devices
CONFIDENTIAL
35. ANT+ Topologies
ANT+ /
DevZone
CONFIDENTIAL User
nam
e
Pass
word
Lost
Password?
Register
(Restrictio
ns apply)
36. Example: Continuous Blood Glucose Monitor
Dexcom
• ANT+ Transdermal
Sensor and Android
recording/reporting
application (FDA
approved)
• FDA approval for app
expected in March
• Studies show up to $40K
savings per year through
better control
CONFIDENTIAL
37. NFC – Near Field Communications, Sony Dynamic Tag
Health Sensors, too. Not Just Commerce
• The Spirit System is a complete technology
system that includes:
• (1) Hardware
• (2) Software
• (3) Project-based, progressive cross-curricular and
nutrition curriculum
• (5) Ongoing support
• The system integrates into already established
learning techniques and efforts for school physical
education programs, corporate wellness, individual
and group training. The results of using the system
lead to better and more effective utilization and
integration for all individuals involved in the
program.
• We offer ala carte’ or bundled solutions, which
allows simple implementation of our software with
other technologies, along with training and a state-
standard aligned, project-based curriculum and
numerous resources for long-term success.
CONFIDENTIAL
38. The Quantized Self
Gathering and analysing data about their everyday activities
to help them improve their lives
• If you want to change or improve
something, then you have to
measure it and track it
• Adapting methodologies of Six
Sigma and TQM to the self
• Simplified and made mass
accessible by mobile tech
(phones/apps/services/sensors)
CONFIDENTIAL
39. Key Issues for Successful Mobile Health Apps
• Interoperability • Predictive
• Integration • Preventative
• Intelligence • Personalized
• Outcomes • Participatory
• Socialization,
• Engagement
CONFIDENTIAL
40. Opportunities for Mobile in Health and Medicine
• Patient/User Driven/Centered Care
• A Mobile handset is the most personal device and the most likely to always have with
them
• Immediacy
• The mobile handset makes it possible for the user to have immediate feedback
information about their issues/condition
• Action
• Allows the user to take action quickly
• Control
• Helps user to keep tighter control of metrics has huge impact on outcomes and
potential for cost reduction
CONFIDENTIAL
42. Xperia NFC SmartTags
• "All the new [Xperia] devices come equipped with NFC and to help
connectivity across mobile devices and in the home [Sony] has also
launched 'smart-tags,'" Informa principal analyst Dave McQueen said in
a statement.
• "Based on NFC and offered in packs of three, users can set up profiles
via the smartphone for individual smart-tags depending on a
requirement, such as connectivity in-car or with a music system. These
take a shortcut to the benefits of near-field connectivity, offering a much
more practical and easier proposition to the end user."
CONFIDENTIAL
44. Mobile Health Market is Taking Off Now
$718 Million in 2011 11% Increase in pharma mobile projects
since ’06 (E&Y)
Generated by health apps and
mobile health devices 30% US Physicians w/ and iPad (Manhattan
Research)
(research2guidance)
31% Medical Device patents that include
63% of physicians are using wireless (CC)
mobile health solutions that are not 35% US adults with a smartphone (Pew)
connected to their practice or
hospital (PWC) $84M 2010 sales for medical apps
(Kalorama)
85% of patients want to 600M
2012 (Pyramid)
health apps downloaded in
receive their mHealth apps from
their healthcare providers and the
clinicians that they trust (PWC)
How will you tap into your staff’s and patient’s mobile devices? 44
45. Happtique’s Mission
Become the go-to destination for healthcare
professionals for learning about and purchasing
mobile Health (mHealth) apps, devices, and
solutions
Help the worldwide medical community lower the
cost of healthcare while simultaneously improving
the quality of care and the quality of life through the
use of mobile technologies
Provide a simple yet effective means of prescribing
mHealth technology to patients by their care
providers that will improve their condition
We are here to help providers with an mHealth Strategy
46. 4 Problems
Poor Health App
Categorization
Can’t Provide and
Manage Apps &
Devices for Staff
Don’t Know the
Quality of Apps
Providers Can’t
Provide Apps to
Patients
46
47. 1 Solution
Leadership in cost reduction and achievement of outcomes are vital
mHealth is a pathway to this Leadership 47
48. 3 Products - 3 Markets Served
Enterprise Edition Professional Edition Patient Edition
Empower healthcare Provide access to Enable patients to
enterprises to leverage mHealth technology for help manage their
mHealth technology to individual healthcare own health using
improve the quality of professionals mHealth technology
care while reducing in partnership with
costs their healthcare
providers
50. mRx – Prescribing Health Apps
Buttons on menu bar to
mRx
share and prescribe an app
Sends a mobile app
prescription to the patient
after confirming physician’s
license details and signature
via email
Patient includes insurance
and co-payment details
Automatic app payment via
co-pay, credit card and
insurance reimbursement
Patient receives email with
app link
50
51. iTunes Curating and Indexing
Apple App Store and Android Happtique Professional Catalog
Marketplac 150+ Clinical Topics
150+ Professional Audiences
35,000+ Apps 10,00+ Apps
Medical Health &
Fitness
52. App Certification Program
Blue Ribbon Panel
Physician-Nurse-mHealth Technologist-Patient Advocate
Set Standards for App Certification
App Certification Review Board
Implement Program and Oversee Reviewers
Review Apps
52
53. Happtique Vision Execution
We provide cloud services that
enable healthcare providers to
tap into the mHealth eco-system
to:
quickly deploy your mHealth
strategy
connect your staff, patients,
and payers through the cloud
provide you with the catalog
of quality off-the-shelf apps
that you can leverage
project you as a leading-edge
Healthcare provider
53