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Digital Health: “Healthcare Evolution: What is Different This Time”, VISHAL GULATI,

This document discusses the evolution of healthcare and opportunities in digital health. It notes that healthcare is transitioning from a data poor to data rich science due to genomics, data science, mobile devices, and personalized medicine. This represents a shift from herd to personalized medicine. The document also discusses the growth of digital health funding and deals, increasing traction through FDA approvals and partnerships, and outlines a portfolio of digital health investment opportunities.

Health & Medicine◦
Related topics:
Digital Health Overview•
VISHAL GULATI Twitter: @vgul HEALTHCARE EVOLUTION: WHAT IS DIFFERENT THIS TIME DR VISHAL GULATI: HEALTHTECH VC, DRAPER ESPRIT
VISHAL GULATI Twitter: @vgul
VISHAL GULATI Twitter: @vgul Draper Esprit Facts
VISHAL GULATI Twitter: @vgul Digital Health: What & Why ATTRACTIVE STAGE OF SECTOR • US market growing rapidly, EU market about to takeoff • Global application of technologies • Attractive valuations – potential arbitrage opportunities DEFINITION: Products and platforms exploiting connectivity, data aggregation and/or analytics to improve disease outcome and or patient experience DIVERSE OPPORTUNITY LANDSCAPE • Wide range of opportunities, portfolio opportunity • B2C side expands later stage investor universe to help value creation • Surrounded by acquisitive industries UNDERPINNED BY TECH CHANGES • Rising global smartphone penetration • Exponential tech bringing costs down (DNA sequencing) • Data analytics/security technologies maturing FAVOURABLE MACRO-TRENDS • Unaffordable healthcare costs • Aging population • Baby-boomers driven by quality of life & willing to pay for better outcome and experiences
VISHAL GULATI Twitter: @vgul Private and confidential draft for discussion 952 1,431 1,465 2,355 5,172 5,744 160 292 415 626 737 889 0 100 200 300 400 500 600 700 800 900 1000 0 1000 2000 3000 4000 5000 6000 7000 2010 2011 2012 2013 2014 2015 Funding (USD mio) Deals (#) In in less than 5 years, digital health has outstripped total investments in medical devices & diagnostics Notable digital health investments (USD mio raised 1)Digital health funding 313 226 66 77 DealsFunding (USD mio) 18 25 26 9 (1) Rounded figures Source: CB Insights, January 2016; CrunchBase Digital Health: Venture Investing
VISHAL GULATI Twitter: @vgul Digital Health: TRACTION •$ 2.5b worth of M&A in 2014 (av. $210m) •Outperformed biotech & device M&A M&A •8 venture backed IPOs since 2009 •Include Veeva, MediData but not all have performed well IPOs •Guidance on major issues •27 digital health products approved FDA •Guidance on data protection since 2013 •Further guidance in 2015 EMEA •Recongnised role of software in disease management •Omada Health’s diabetes software first product CDC •Announced Digital Health Roadmap in 2013. Pt. access in ’15 •Launched accelerator & test-beds in 2015 NHS •Leading US health systems rapidly going digital (Kaiser) organically as well as inorganically Payers •Major investments by Qualcomm, Bluecross, Google, Novartis •Big data traction (Biogen, Roche) Corporates •Apple Inc: HealthKit (EPIC), ResearchKit •Android •IBM Watson: Apple, J&J, Medtronic Lateral
VISHAL GULATI Twitter: @vgul Digital health – Matrix of deals Technological Innovation Business Model Innovation B2BB2C Telemedicine Consumer Genetics Neuro enhancement “Tripadvisor” Precision Medicine Remote Pt. MonitoringWearables Data Security Workflow Tools Premarket Access Ecommerce Clinical Trial Recruitment DTC Medical Device Stratification & Triage Data Generation Training & Edu Source: Internal Online Tx
VISHAL GULATI Twitter: @vgul Portfolio
VISHAL GULATI Twitter: @vgul Portfolio Map: Technological Innovation Business Model Innovation B2BB2C Telemedicine Consumer Genetics Neuro enhancement “Tripadvisor” Precision Medicine Remote Pt. MonitoringWearables Data Security Workflow Tools Premarket Access Ecommerce Clinical Trial Recruitment DTC Medical Device Stratification & Triage Data Generation Training & Edu Source: Internal Online Tx
VISHAL GULATI Twitter: @vgul Life is Good 1.0
VISHAL GULATI Twitter: @vgul Life is Good 2.O
VISHAL GULATI Twitter: @vgul Not so Good: Death is Still Very Common
VISHAL GULATI Twitter: @vgul So Where are We? A B C
VISHAL GULATI Twitter: @vgul What is different now? •Healthcare is changing from a data poor science to a data rich science: Genomics, Data Science, Handhelds, Personlised Medicine/ Precision Medicine •Culture Shift: Privacy, Democratisation, Accountability, End of exceptionalism
VISHAL GULATI Twitter: @vgul Technology change….
VISHAL GULATI Twitter: @vgul Getting Rich…
VISHAL GULATI Twitter: @vgul Culture Shift: “Public Health” "You changed my 11-year-old daughter's summer! She's been so self-conscious, but since she read about you and saw this photo, she cannot wait to wear a bathing suit tomorrow and show off her insulin [pump] and have me post a photo here!" Miss Idaho Sierra Sandison
VISHAL GULATI Twitter: @vgul Patients don’t want to share data. Seriously?
VISHAL GULATI Twitter: @vgul Culture Shift: Participatory Medicine
VISHAL GULATI Twitter: @vgul Powershifting
VISHAL GULATI Twitter: @vgul Data Driven Accountability Day of week of procedure and 30 day mortality for elective surgery: retrospective analysis of hospital episode statistics. BMJ 2013; 346 doi: http://dx.doi.org/10.1136/bmj.f2424 (Published 28 May 2013)
VISHAL GULATI Twitter: @vgul Which is more important?
VISHAL GULATI Twitter: @vgul 1: Volume to Value Activity Based Payments Value Based Payments Birth of the analytics for accountability industry
VISHAL GULATI Twitter: @vgul 2: Herd Medicine to Nerd Medicine One size fits ‘all’ n = ~1 Genomics & other stratification tools become mainstream
VISHAL GULATI Twitter: @vgul 3: Small is the new Big Mainframe Handheld Adding a billion new healthcare consumers
VISHAL GULATI Twitter: @vgul 4: ER to CR Episodic Care Continuous Care Strong disruptive interactions between industries
VISHAL GULATI Twitter: @vgul The Digital Health Opportunity THE FUTURE OF HEALTH WILL ARISE FROM THE JOINT ENERTPRISE OF PATIENTS AND HEALTH PROFESSIONALS USING DIGITAL TECHNOLOGIES AND HARNESSING LARGE POOLS OF DATA BIG DATA GENOMICS CONNECTIVITY A.I.
VISHAL GULATI Twitter: @vgul • @vgul • vg@healthtech.vc
VISHAL GULATI Twitter: @vgul • @vgul • vg@healthtech.vc