M3, Inc. is a Japanese company that provides various medical information services to doctors through the internet. It also supports pharmaceutical marketing. The company has four business segments: medical portal, evidence solution, overseas, and medical treatment platform. It has seen strong sales and earnings growth in recent years and is well positioned for continued growth due to Japan's aging population, increasing healthcare expenditures, and expansion of its innovative digital services and growing overseas business. Institutional investors have been accumulating shares of M3, reflecting its promising long-term outlook in the healthcare industry.
Global pharmaceutical companies are looking to India for growth opportunities due to pricing pressures and slower growth in traditional Western markets. India represents a large potential market due to its growing and increasingly affluent population, as well as changing disease burdens like a rise in chronic diseases. It also offers lower costs for activities like clinical trials and manufacturing capabilities in generics and vaccines. Global pharma companies have various options for partnering with Indian companies including contract manufacturing, licensing, joint ventures, and wholly owned subsidiaries. However, India also faces challenges like infrastructure issues, intellectual property protection, and a price sensitive domestic market.
IMS Health’s Thailand GM Amit Backliwal explains the central role that the three government reimbursement schemes play in Thailand’s pharmaceutical market and how recently enacted spending limits on government healthcare schemes have left MNCs struggling to adapt. This new arena makes placement on the National List of Essential Drugs (NLED) critical, say Backliwal. Click to learn how to get your products placed on the NLED.
The 2016 IMS APAC Insight Magazine provide insights to unveils new areas of play, new methodologies and new geographies that are poised to disrupt the healthcare landscape in this region.
Indian healthcare sector is expected to grow significantly over the next decade to reach US$372 billion by 2022. Key growth drivers include rising incomes, greater health awareness and demand for quality services. Healthcare infrastructure has also expanded rapidly with the number of doctors and medical colleges increasing. Notable trends in the sector include the emergence of telemedicine, expansion of services to tier-2 and tier-3 cities, and a shift from communicable to lifestyle diseases. The government aims to increase healthcare spending and develop India as a global healthcare hub through various initiatives.
Bio10 Pharma is a licensed pharmaceutical distributor based in Guwahati, India. The company's objective is to market and supply pharmaceutical products and services to hospitals, government institutions, healthcare professionals, and retailers. Its goals include creating a widespread supply network, establishing long-term client relationships, maintaining quality, and improving accessibility of medicines in remote areas. The company offers a wide range of medical supplies and drugs, dealing with premium brands. It aims to contribute to improving public health in the region through its work.
Indian healthcare sector is expected to grow threefold to reach $372 billion by 2022. Rising incomes, growing health awareness, and increasing access to insurance are driving growth of the sector. The sector employs over 319,000 people and is expected to generate 40 million jobs by 2020. Telemedicine is emerging as a key trend, with major hospitals adopting telemedicine services to bridge rural-urban healthcare divides. The sector is also expanding to tier 2 and 3 cities. Lifestyle diseases have replaced traditional health problems as the major cause of healthcare spending in India.
The healthcare sector in India is poised for strong growth over the coming years. Key points:
- The Indian healthcare market is expected to reach US$ 372 billion by 2022, growing at a CAGR of over 16%. Rising incomes, greater health awareness, and lifestyle diseases are driving demand.
- Infrastructure is also expanding rapidly with the number of doctors increasing to over 841,000 in 2017 and medical colleges reaching 476 in 2018.
- The government has also introduced favorable policies like tax benefits and increased funding to encourage private sector growth and increase healthcare access across the country through programs like Ayushman Bharat.
- Emerging trends include a shift to non-communicable diseases
Global pharmaceutical companies are looking to India for growth opportunities due to pricing pressures and slower growth in traditional Western markets. India represents a large potential market due to its growing and increasingly affluent population, as well as changing disease burdens like a rise in chronic diseases. It also offers lower costs for activities like clinical trials and manufacturing capabilities in generics and vaccines. Global pharma companies have various options for partnering with Indian companies including contract manufacturing, licensing, joint ventures, and wholly owned subsidiaries. However, India also faces challenges like infrastructure issues, intellectual property protection, and a price sensitive domestic market.
IMS Health’s Thailand GM Amit Backliwal explains the central role that the three government reimbursement schemes play in Thailand’s pharmaceutical market and how recently enacted spending limits on government healthcare schemes have left MNCs struggling to adapt. This new arena makes placement on the National List of Essential Drugs (NLED) critical, say Backliwal. Click to learn how to get your products placed on the NLED.
The 2016 IMS APAC Insight Magazine provide insights to unveils new areas of play, new methodologies and new geographies that are poised to disrupt the healthcare landscape in this region.
Indian healthcare sector is expected to grow significantly over the next decade to reach US$372 billion by 2022. Key growth drivers include rising incomes, greater health awareness and demand for quality services. Healthcare infrastructure has also expanded rapidly with the number of doctors and medical colleges increasing. Notable trends in the sector include the emergence of telemedicine, expansion of services to tier-2 and tier-3 cities, and a shift from communicable to lifestyle diseases. The government aims to increase healthcare spending and develop India as a global healthcare hub through various initiatives.
Bio10 Pharma is a licensed pharmaceutical distributor based in Guwahati, India. The company's objective is to market and supply pharmaceutical products and services to hospitals, government institutions, healthcare professionals, and retailers. Its goals include creating a widespread supply network, establishing long-term client relationships, maintaining quality, and improving accessibility of medicines in remote areas. The company offers a wide range of medical supplies and drugs, dealing with premium brands. It aims to contribute to improving public health in the region through its work.
Indian healthcare sector is expected to grow threefold to reach $372 billion by 2022. Rising incomes, growing health awareness, and increasing access to insurance are driving growth of the sector. The sector employs over 319,000 people and is expected to generate 40 million jobs by 2020. Telemedicine is emerging as a key trend, with major hospitals adopting telemedicine services to bridge rural-urban healthcare divides. The sector is also expanding to tier 2 and 3 cities. Lifestyle diseases have replaced traditional health problems as the major cause of healthcare spending in India.
The healthcare sector in India is poised for strong growth over the coming years. Key points:
- The Indian healthcare market is expected to reach US$ 372 billion by 2022, growing at a CAGR of over 16%. Rising incomes, greater health awareness, and lifestyle diseases are driving demand.
- Infrastructure is also expanding rapidly with the number of doctors increasing to over 841,000 in 2017 and medical colleges reaching 476 in 2018.
- The government has also introduced favorable policies like tax benefits and increased funding to encourage private sector growth and increase healthcare access across the country through programs like Ayushman Bharat.
- Emerging trends include a shift to non-communicable diseases
The healthcare sector in India is poised for strong growth driven by rising incomes, an aging population, growing health awareness, and policy support. Key factors fueling growth include a growing demand for healthcare services as incomes rise and diseases patterns change. The sector is also attracting significant private sector investments through mergers and acquisitions as well as from foreign players setting up R&D centers and hospitals in India. The government is also encouraging growth in the sector through favorable policies for foreign investment and the private sector as well as programs to expand health insurance coverage and healthcare infrastructure across the country. The sector is expected to reach $372 billion by 2022 from $110 billion in 2016, growing at a 22% CAGR.
The document provides an overview of the healthcare sector in India. Some key points:
- The Indian healthcare sector is expected to grow at a CAGR of 22% until 2022 to reach $372 billion.
- Rising incomes, growing health awareness, lifestyle diseases, and insurance coverage are driving growth in the sector.
- The government aims to increase public health spending to 2.5% of GDP by 2025 and launch programs like Ayushman Bharat to expand coverage.
- Private investment and emerging areas like telemedicine, home healthcare, and medical technology offer opportunities in the growing Indian healthcare industry.
The document provides an overview of the Indian healthcare sector. It discusses the following key points in 3 or fewer sentences:
- The Indian healthcare sector is growing rapidly, expected to reach USD280 billion by 2020 at a CAGR of 22.87%. There is significant room for growth given low penetration of healthcare services currently.
- Private sector accounts for around 74% of healthcare spending in India and owns around 74% of hospitals and 40% of hospital beds. Growth is driven by rising incomes, health awareness, and insurance penetration.
- Notable trends include a shift from communicable to lifestyle diseases, expansion of major players to tier-2 and -3 cities, increased use of telemedicine, growth of
The healthcare sector in India is poised for strong growth driven by rising incomes, greater health awareness, lifestyle diseases, and increasing access to insurance. The sector is expected to reach US$ 372 billion by 2022 from US$ 110 billion in 2016. Private sector investment and M&A activity has increased as the government encourages private sector participation and foreign investment through supportive policies. Growing demand, policy support, focus on technology and R&D, and consolidation in the industry through mergers and acquisitions will be the key growth drivers for the Indian healthcare sector.
The document provides an overview of the healthcare sector in India. Some key points:
1) The Indian healthcare sector is one of the fastest growing industries and is expected to reach US$ 372 billion by 2022, growing at a CAGR of 22% from 2016-2022.
2) Rising incomes, greater health awareness, lifestyle diseases, and increasing insurance coverage are driving growth in healthcare spending and demand for services.
3) Private sector participation is strong, accounting for around 74% of total healthcare expenditure in India. The government is also taking steps to boost investment and develop India as a global healthcare hub.
The insights driving superior healthcare outcomes in Asia Pacific.
Asia-Pacific Insight Magazine brings together IMS Health experts from across the region, delivering fresh perspectives on how to navigate through the challenges and opportunities in Asia-Pacific pharmaceutical market.
Following North America and EU, Southeast and East Asia is ranked 3rd the highest projected pharmaceutical sales in 2024 with the value of USD 232 billion. As part of the region, Thailand’s pharmaceutical industry has grown and has been considered one of the top biopharma clusters regarding its public R&D spending, number of patents, initial public offerings, number of companies, and jobs.
The document summarizes key trends in India's growing healthcare sector:
1) Private sector participation has increased significantly and now accounts for around 74% of total healthcare spending.
2) Per capita healthcare expenditure has grown at a 5% CAGR between 2008-2015 and stood at $68.6 in 2015 due to higher incomes and insurance penetration.
3) Emerging trends include the growth of telemedicine and expansion of private healthcare into tier-2 and tier-3 cities, helped by tax incentives for hospitals in these areas.
The document summarizes key trends in India's growing healthcare sector:
1) Private sector participation has increased significantly, with the private sector now accounting for around 74% of total healthcare expenditure and shares in hospitals and beds.
2) Per capita healthcare expenditure has grown at a 5% CAGR from 2010-2015 and is expected to further rise with greater income levels and insurance penetration.
3) Emerging areas include telemedicine and expansion of hospitals and services to tier-2 and tier-3 cities to increase access to healthcare across the country.
PWC CII-pharma-summit-capitalising on indias growth potentialbrandsynapse
The document summarizes the growth potential of India's domestic pharmaceutical market over the next decade. It estimates that the current $12 billion market will grow to between $49-74 billion by 2020, representing a compound annual growth rate of 15-20%. Rural markets are seen as a major growth opportunity, currently contributing only 17% of sales despite having 67% of India's population. Key trends driving growth include increasing investment in India, deeper market penetration, and expansion of health insurance coverage. Barriers like access issues in rural areas and a need for awareness campaigns must be addressed for the industry's full potential to be realized.
The document discusses the pharmaceutical industry outlook in Southeast Asia. It provides overviews of the markets in Vietnam, Thailand, the Philippines, Indonesia, and Malaysia. Some key points discussed include:
- The region has seen rapid growth in the pharmaceutical sector driven by economic growth and demographic changes. Competition remains fierce with both local and global players.
- All of the countries discussed have seen rises in non-communicable diseases like cancer and diabetes, driving pharmaceutical market growth. However, price controls and focus on cost-efficiency limit market potential.
- Most of the countries have trade deficits as they rely heavily on imports for active pharmaceutical ingredients and finished drugs. Local industries focus on generics while multinationals provide innovative medicines.
Indian pharmaceutical sector is estimated to account for 3.1-3.6% of the global pharmaceutical industry in value terms and 10% in volume terms. The country's pharmaceutical industry is expected to expand at a CAGR of 12.89% over 2015-2020 to reach US$ 55 billion. India accounts for 20% of global exports in generics. By 2020, India is likely to be among the top three pharmaceutical markets by incremental growth and 6th largest market globally in absolute size. The generics market stood at US$ 26.1 billion in 2016 and has high potential for growth. By 2024-25, India's biotech industry is estimated to increase to US$ 100 billion from US$ 11 billion in F
The document provides an overview of the pharmaceutical industry in India. Some key points:
- India supplies over 50% of global demand for various vaccines and 40% of generic drugs in the US. The pharmaceutical sector was valued at $33 billion in 2017.
- Exports have grown significantly, reaching $17.27 billion in FY2018. The domestic market is also growing rapidly and is expected to reach $27.9 billion by 2020.
- Growth is driven by low production costs, a large skilled workforce, increasing healthcare spending, and a large generics market. The government is also supporting industry growth through initiatives like increasing FDI limits.
This document summarizes Thailand's investment in smart farming technologies to increase agricultural productivity and efficiency. It discusses how Thailand has embraced technologies like drones, smart greenhouses, agricultural apps, artificial intelligence, and big data to modernize farming practices. The government has implemented strategies to promote smart farming and support collaborations between the public and private sectors to develop innovative technologies. These efforts aim to achieve the country's vision of raising farmers' incomes substantially and reforming the agricultural sector in a sustainable manner over the next 20 years.
The document provides an overview of the Indian healthcare sector. Some key points:
- The Indian healthcare sector is expected to grow at a CAGR of 22.87% until 2020 to reach $280 billion, making it one of the largest sectors in India.
- Rising incomes, growing health awareness, and medical tourism are driving growth in the sector. India also benefits from low costs and a large skilled workforce.
- Private sector investment and expansion to tier 2/3 cities are notable trends in the industry. Telemedicine is also emerging as telemedicine can expand access to rural areas.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion in size.
- India accounts for 20% of global exports in generics drugs. Exports stood at $16.84 billion in 2016-17 and are expected to reach $20 billion by 2020.
- The domestic pharmaceutical market was worth $27.57 billion in 2016 and is estimated to have grown 7.4% to $29.61 billion in 2017. The market is expected to continue growing rapidly over the next few years.
The document discusses Thailand's growing healthcare industry and potential to become Asia's medical hub. It notes Thailand's world-class medical facilities, affordable prices, and reputation for quality healthcare have made it a top medical tourism destination. The healthcare sector sees strong growth in areas like pharmaceuticals and medical devices. The government supports the industry through funding and incentives from the Board of Investment. Thailand aims to further develop its leadership in medical services and as a production hub for pharmaceutical and medical companies in Asia.
This document brings together a set of latest data points and publicly available information relevant for Healthcare Industry. We are very excited to share this content and believe that readers will benefit immensely from this periodic publication immensely.
The document discusses the changing landscape for pharmaceutical marketing in China, noting that compliance concerns, restrictions on promotional activities, and drug approval lags are forcing companies to transition from sales-driven to more strategic, marketing-focused models. Interviews with industry executives found that while China remains important, challenges around market access, disconnects between policy and implementation, and macroeconomic factors are affecting business. The paper aims to explore the context of changes in China's healthcare system and offer recommendations for how companies can adapt their marketing approaches.
India's oil and gas sector is dominated by state-owned companies. India is the third largest energy consumer globally and its energy demand is expected to double by 2035. Oil consumption has expanded at a CAGR of 4.78% during 2007-2017 to reach 4.69 million barrels per day in 2017, with India retaining its spot as the third largest oil consumer. Gas consumption has increased at a CAGR of 3.40% between 2007-2017 and demand is projected to further rise significantly by 2040. The country increasingly relies on imports to meet its growing demand for oil and gas.
Investing in Nigeria with Homestrings: Healthcare project by Crystal ThorpeHomestrings
Crystal Thorpe (CT) has issued a privately place 2 year note in conjunction with First National Bank to finance the construction of a general hospital in Lagos. This loan is meant to set the stage for new health care services in Nigeria and take advantage of favorable policies and financing incentives. Afreximbank is a project guarantor and is expected to secure bondholders fixed returns 2 years from the date of issue. Target returns are 12% per annum.
The document discusses trends in life science investing globally. It notes that while US and European healthcare IPO issuance and market volatility has fluctuated between 2010-2016, overall investment in healthcare IPOs and M&A transactions has generally increased. The document then outlines trends showing increased investment in biotech and life sciences globally, including rising investments in China and more venture capital going to biopharma companies in their Series A rounds. It concludes that given increasing medical spending, longer life expectancies and rapid innovation, it is a good time to start new life sciences businesses.
The healthcare sector in India is poised for strong growth driven by rising incomes, an aging population, growing health awareness, and policy support. Key factors fueling growth include a growing demand for healthcare services as incomes rise and diseases patterns change. The sector is also attracting significant private sector investments through mergers and acquisitions as well as from foreign players setting up R&D centers and hospitals in India. The government is also encouraging growth in the sector through favorable policies for foreign investment and the private sector as well as programs to expand health insurance coverage and healthcare infrastructure across the country. The sector is expected to reach $372 billion by 2022 from $110 billion in 2016, growing at a 22% CAGR.
The document provides an overview of the healthcare sector in India. Some key points:
- The Indian healthcare sector is expected to grow at a CAGR of 22% until 2022 to reach $372 billion.
- Rising incomes, growing health awareness, lifestyle diseases, and insurance coverage are driving growth in the sector.
- The government aims to increase public health spending to 2.5% of GDP by 2025 and launch programs like Ayushman Bharat to expand coverage.
- Private investment and emerging areas like telemedicine, home healthcare, and medical technology offer opportunities in the growing Indian healthcare industry.
The document provides an overview of the Indian healthcare sector. It discusses the following key points in 3 or fewer sentences:
- The Indian healthcare sector is growing rapidly, expected to reach USD280 billion by 2020 at a CAGR of 22.87%. There is significant room for growth given low penetration of healthcare services currently.
- Private sector accounts for around 74% of healthcare spending in India and owns around 74% of hospitals and 40% of hospital beds. Growth is driven by rising incomes, health awareness, and insurance penetration.
- Notable trends include a shift from communicable to lifestyle diseases, expansion of major players to tier-2 and -3 cities, increased use of telemedicine, growth of
The healthcare sector in India is poised for strong growth driven by rising incomes, greater health awareness, lifestyle diseases, and increasing access to insurance. The sector is expected to reach US$ 372 billion by 2022 from US$ 110 billion in 2016. Private sector investment and M&A activity has increased as the government encourages private sector participation and foreign investment through supportive policies. Growing demand, policy support, focus on technology and R&D, and consolidation in the industry through mergers and acquisitions will be the key growth drivers for the Indian healthcare sector.
The document provides an overview of the healthcare sector in India. Some key points:
1) The Indian healthcare sector is one of the fastest growing industries and is expected to reach US$ 372 billion by 2022, growing at a CAGR of 22% from 2016-2022.
2) Rising incomes, greater health awareness, lifestyle diseases, and increasing insurance coverage are driving growth in healthcare spending and demand for services.
3) Private sector participation is strong, accounting for around 74% of total healthcare expenditure in India. The government is also taking steps to boost investment and develop India as a global healthcare hub.
The insights driving superior healthcare outcomes in Asia Pacific.
Asia-Pacific Insight Magazine brings together IMS Health experts from across the region, delivering fresh perspectives on how to navigate through the challenges and opportunities in Asia-Pacific pharmaceutical market.
Following North America and EU, Southeast and East Asia is ranked 3rd the highest projected pharmaceutical sales in 2024 with the value of USD 232 billion. As part of the region, Thailand’s pharmaceutical industry has grown and has been considered one of the top biopharma clusters regarding its public R&D spending, number of patents, initial public offerings, number of companies, and jobs.
The document summarizes key trends in India's growing healthcare sector:
1) Private sector participation has increased significantly and now accounts for around 74% of total healthcare spending.
2) Per capita healthcare expenditure has grown at a 5% CAGR between 2008-2015 and stood at $68.6 in 2015 due to higher incomes and insurance penetration.
3) Emerging trends include the growth of telemedicine and expansion of private healthcare into tier-2 and tier-3 cities, helped by tax incentives for hospitals in these areas.
The document summarizes key trends in India's growing healthcare sector:
1) Private sector participation has increased significantly, with the private sector now accounting for around 74% of total healthcare expenditure and shares in hospitals and beds.
2) Per capita healthcare expenditure has grown at a 5% CAGR from 2010-2015 and is expected to further rise with greater income levels and insurance penetration.
3) Emerging areas include telemedicine and expansion of hospitals and services to tier-2 and tier-3 cities to increase access to healthcare across the country.
PWC CII-pharma-summit-capitalising on indias growth potentialbrandsynapse
The document summarizes the growth potential of India's domestic pharmaceutical market over the next decade. It estimates that the current $12 billion market will grow to between $49-74 billion by 2020, representing a compound annual growth rate of 15-20%. Rural markets are seen as a major growth opportunity, currently contributing only 17% of sales despite having 67% of India's population. Key trends driving growth include increasing investment in India, deeper market penetration, and expansion of health insurance coverage. Barriers like access issues in rural areas and a need for awareness campaigns must be addressed for the industry's full potential to be realized.
The document discusses the pharmaceutical industry outlook in Southeast Asia. It provides overviews of the markets in Vietnam, Thailand, the Philippines, Indonesia, and Malaysia. Some key points discussed include:
- The region has seen rapid growth in the pharmaceutical sector driven by economic growth and demographic changes. Competition remains fierce with both local and global players.
- All of the countries discussed have seen rises in non-communicable diseases like cancer and diabetes, driving pharmaceutical market growth. However, price controls and focus on cost-efficiency limit market potential.
- Most of the countries have trade deficits as they rely heavily on imports for active pharmaceutical ingredients and finished drugs. Local industries focus on generics while multinationals provide innovative medicines.
Indian pharmaceutical sector is estimated to account for 3.1-3.6% of the global pharmaceutical industry in value terms and 10% in volume terms. The country's pharmaceutical industry is expected to expand at a CAGR of 12.89% over 2015-2020 to reach US$ 55 billion. India accounts for 20% of global exports in generics. By 2020, India is likely to be among the top three pharmaceutical markets by incremental growth and 6th largest market globally in absolute size. The generics market stood at US$ 26.1 billion in 2016 and has high potential for growth. By 2024-25, India's biotech industry is estimated to increase to US$ 100 billion from US$ 11 billion in F
The document provides an overview of the pharmaceutical industry in India. Some key points:
- India supplies over 50% of global demand for various vaccines and 40% of generic drugs in the US. The pharmaceutical sector was valued at $33 billion in 2017.
- Exports have grown significantly, reaching $17.27 billion in FY2018. The domestic market is also growing rapidly and is expected to reach $27.9 billion by 2020.
- Growth is driven by low production costs, a large skilled workforce, increasing healthcare spending, and a large generics market. The government is also supporting industry growth through initiatives like increasing FDI limits.
This document summarizes Thailand's investment in smart farming technologies to increase agricultural productivity and efficiency. It discusses how Thailand has embraced technologies like drones, smart greenhouses, agricultural apps, artificial intelligence, and big data to modernize farming practices. The government has implemented strategies to promote smart farming and support collaborations between the public and private sectors to develop innovative technologies. These efforts aim to achieve the country's vision of raising farmers' incomes substantially and reforming the agricultural sector in a sustainable manner over the next 20 years.
The document provides an overview of the Indian healthcare sector. Some key points:
- The Indian healthcare sector is expected to grow at a CAGR of 22.87% until 2020 to reach $280 billion, making it one of the largest sectors in India.
- Rising incomes, growing health awareness, and medical tourism are driving growth in the sector. India also benefits from low costs and a large skilled workforce.
- Private sector investment and expansion to tier 2/3 cities are notable trends in the industry. Telemedicine is also emerging as telemedicine can expand access to rural areas.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion in size.
- India accounts for 20% of global exports in generics drugs. Exports stood at $16.84 billion in 2016-17 and are expected to reach $20 billion by 2020.
- The domestic pharmaceutical market was worth $27.57 billion in 2016 and is estimated to have grown 7.4% to $29.61 billion in 2017. The market is expected to continue growing rapidly over the next few years.
The document discusses Thailand's growing healthcare industry and potential to become Asia's medical hub. It notes Thailand's world-class medical facilities, affordable prices, and reputation for quality healthcare have made it a top medical tourism destination. The healthcare sector sees strong growth in areas like pharmaceuticals and medical devices. The government supports the industry through funding and incentives from the Board of Investment. Thailand aims to further develop its leadership in medical services and as a production hub for pharmaceutical and medical companies in Asia.
This document brings together a set of latest data points and publicly available information relevant for Healthcare Industry. We are very excited to share this content and believe that readers will benefit immensely from this periodic publication immensely.
The document discusses the changing landscape for pharmaceutical marketing in China, noting that compliance concerns, restrictions on promotional activities, and drug approval lags are forcing companies to transition from sales-driven to more strategic, marketing-focused models. Interviews with industry executives found that while China remains important, challenges around market access, disconnects between policy and implementation, and macroeconomic factors are affecting business. The paper aims to explore the context of changes in China's healthcare system and offer recommendations for how companies can adapt their marketing approaches.
India's oil and gas sector is dominated by state-owned companies. India is the third largest energy consumer globally and its energy demand is expected to double by 2035. Oil consumption has expanded at a CAGR of 4.78% during 2007-2017 to reach 4.69 million barrels per day in 2017, with India retaining its spot as the third largest oil consumer. Gas consumption has increased at a CAGR of 3.40% between 2007-2017 and demand is projected to further rise significantly by 2040. The country increasingly relies on imports to meet its growing demand for oil and gas.
Investing in Nigeria with Homestrings: Healthcare project by Crystal ThorpeHomestrings
Crystal Thorpe (CT) has issued a privately place 2 year note in conjunction with First National Bank to finance the construction of a general hospital in Lagos. This loan is meant to set the stage for new health care services in Nigeria and take advantage of favorable policies and financing incentives. Afreximbank is a project guarantor and is expected to secure bondholders fixed returns 2 years from the date of issue. Target returns are 12% per annum.
The document discusses trends in life science investing globally. It notes that while US and European healthcare IPO issuance and market volatility has fluctuated between 2010-2016, overall investment in healthcare IPOs and M&A transactions has generally increased. The document then outlines trends showing increased investment in biotech and life sciences globally, including rising investments in China and more venture capital going to biopharma companies in their Series A rounds. It concludes that given increasing medical spending, longer life expectancies and rapid innovation, it is a good time to start new life sciences businesses.
This document summarizes an upcoming event focused on partnering between Chinese and American healthcare companies. The event will take place in San Francisco on January 14-15th, 2015 and will focus on late stage drugs, devices, diagnostics and licensing of China rights. It will include educational sessions on doing business in China and navigating the Chinese healthcare market. Over 100 companies have begun the matching process to arrange partnering meetings at the event.
Michael Page - HLS - Global Report (English)Ema Zoric
This document provides insights into trends, recruitment, and remuneration in the healthcare and life sciences sector globally and in specific countries and industries. It discusses how the pharmaceutical industry is changing due to generic drugs and industry consolidation. It also examines trends in the medical devices industry. For both industries, it analyzes salaries and recruitment trends in 14 countries, highlighting growth areas. The document aims to help companies in the healthcare and life sciences sector recruit the best talent for business success.
Trends, recruitment and remuneration in the Healthcare & Life Sciences sectorMichael Page
This document provides insights into trends, recruitment, and remuneration in the healthcare and life sciences sector, specifically the pharmaceutical and medical devices industries. It covers 14 countries and identifies key drivers and trends in each location. Examples are given of successful recruitment projects in various countries for pharmaceutical companies. The sector is going through transitions such as increased focus on innovation, acquisitions, and cost reductions. Specialized roles in areas like regulatory, clinical research, and market access are in high demand. Salaries vary significantly between countries and industries.
Japan Idiopathic Pulmonary Fibrosis Treatment Market by Product Type, Distrib...IMARC Group
The Japan idiopathic pulmonary fibrosis treatment market size reached US$ 154.6 Million in 2022. Looking forward, IMARC Group expects the market to reach US$ 249.4 Million by 2028, exhibiting a growth rate (CAGR) of 8.6% during 2023-2028.
More Info:- https://www.imarcgroup.com/japan-idiopathic-pulmonary-fibrosis-treatment-market
- The document proposes establishing a medical supplies business in Oman to import and distribute high-quality medical equipment and products.
- It analyzes Oman's healthcare market, noting a need for improved specialized and territory care, and outlines plans to source products from Dubai, Egypt, India and locally while also promoting medical tourism to India.
- The proposal requests an investment of approximately $2.6 million USD to fund infrastructure, materials, vehicles, licenses and initial working capital over the first five years, with a projected 30% gross profit and substantial growth.
This Power Point Presentation is about the health care industry its opportunities in growing market and the company profile and swot analysis of Apollo Hospitals
Healthcare BPO Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Op...IMARC Group
The global healthcare BPO market size reached US$ 28.0 Billion in 2022. Looking forward, IMARC Group expects the market to reach US$ 45.9 Billion by 2028, exhibiting a growth rate (CAGR) of 8.5% during 2023-2028.
More Info:- https://www.imarcgroup.com/healthcare-bpo-market
The document discusses the healthcare sector in India and the need for healthcare marketing. It notes that while India has a large population, only 25% have access to quality healthcare with most hospitals located in urban areas. There is a large healthcare infrastructure gap that requires private capital. The government can only fund 15-20% of investments needed. This creates opportunities for private players and entrepreneurs. Marketing is necessary to create demand, match competition, promote services, and make hospital ventures profitable. Healthcare marketing connects patients to providers and aims to grow revenue and reputation while providing compassionate care.
7 ravindra pai-marketing-a-necessity-in-healthcare-delivery_ncas_2011Nova Medical Centers
The document discusses the healthcare sector in India and the need for healthcare marketing. It notes that while India has a large population, only 25% have access to quality healthcare as most hospitals and resources are urban-focused. The sector is growing rapidly but more investment is needed to improve infrastructure and access. Healthcare marketing can help increase revenues, connect patients with providers, and promote a positive experience. It discusses how marketing addresses the unique challenges in healthcare like legal barriers and influencing non-end users. The conclusion is that healthcare marketing is necessary to realize the large potential of India's healthcare sector.
Presentation on summer training project at hsbc investNavneet Malhi
The document summarizes a presentation on the effects of the recent global financial crisis on investment patterns of investors in Ludhiana, India. It finds that most investors' financial position remained the same or improved, and that the preferred long-term investment was savings accounts. The preferred sector was services, though some sectors like real estate were negatively impacted by the crisis. Overall, investors remained optimistic about the growth of the US and Indian economies going forward.
China's healthcare market is evolving as the country transitions to slower but more sustainable economic growth. While China's GDP growth is expected to average 6.5% through 2018, down from double-digit rates previously, the healthcare sector will still see strong growth driven by factors like urbanization and an aging population. China is also undergoing healthcare reforms and the adoption of new technologies is changing the landscape. By 2020, Clearstate predicts key trends will include changes in how stakeholders like the government, providers and patients engage with the system. The report examines these trends and their implications for companies operating in China's healthcare sector.
The health care industry in India is large and growing rapidly, expected to reach $158 billion by 2017. It makes up over 10% of GDP in developed countries. The industry is divided into hospitals, medicines/pharmacy, and medical supplies. Private sector participation has increased and now accounts for 66-81% of health care delivery. The government is also taking initiatives to invest in facilities and increase awareness through programs and public service announcements. Growing incomes, better access to facilities, and health awareness are driving growth of the large and evolving health care industry in India.
The health care industry in India is large and growing rapidly, expected to reach $158 billion by 2017. It makes up over 10% of GDP in developed countries. The industry is divided into hospitals, medicines/pharmacy, and medical supplies. Private sector participation has increased and now accounts for 66-81% of health care delivery. The government is also taking initiatives to invest in facilities and increase awareness through programs and public service announcements. Growing incomes, better access to facilities, and health awareness are driving growth of the large and evolving health care industry in India.
The document summarizes key information about India's healthcare sector:
- The Indian healthcare sector is growing rapidly, expected to reach USD280 billion by 2020 at a CAGR of 22.87%, fueled by rising incomes, aging population, growing health awareness and changing attitudes towards preventive healthcare.
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- Per capita healthcare spending has risen significantly in recent years and is estimated at USD68.6 in 2015, reflecting greater affordability and penetration of health insurance.
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- The company appointed a new CEO in July and possesses substantial market share in Asian regions, benefiting from positive market trends like increasing birth rates.
- While Cordlife has high debt levels, it has over 5 times more current assets than current liabilities, and opportunities for significant revenue growth through expanding into developing Asian markets.
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The document outlines criteria and approaches for finding stocks to invest in. It discusses looking for companies with economic moats, market leadership, healthy financials, rational valuation, positive earnings trends, and exposure to secular growth trends. A top-down approach is recommended starting with macroeconomic analysis, identifying global trends, analyzing industries, and picking industry leaders. Specific stock screening tools are also presented, including Bloomberg, 4-traders, finviz, Reuters, and Interactive Brokers screeners. Backtesting, identifying relative strength leaders, and using watch lists and portfolio management tools are also covered.
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Este menú de un restaurante tailandés ofrece una variedad de entradas, ensaladas y carnes. Las entradas incluyen calamares, berenjenas fritas y huevos estrellados. Las ensaladas presentan opciones como piña y manzana con pollo, verduras mediterráneas y pollo con manzana. Las carnes principales son carpaccio de buey y parrillada ibérica de cerdo. Se ofrecen patatas fritas o paja como guarnición.
Astronomers are using machine learning to help detect pulsars from large datasets more efficiently. Machine learning involves training algorithms on examples identified by humans to recognize patterns indicating pulsars. This has led to discoveries of new pulsars. Similarly, hedge funds use machine learning to predict stock price movements and make trading decisions. Astronomers may one day apply these techniques to predict markets and solve funding challenges.
- Cellectis is a gene-editing company focused on developing engineered CAR-T cell immunotherapies and gene-edited crops through its subsidiary Cellectis Plant Sciences.
- It has proprietary genome engineering technologies including TALEN and meganucleases that allow it to develop new cancer therapies and gene-edited plants.
- The company has a promising pipeline of CAR-T cell and gene-edited crop candidates and generates revenue through partnerships with companies like Servier and Pfizer.
2. Some Abbreviations
❖ MRs - “Medical Representatives”
❖ CSO - “Contract Sales Organization” contract marketing and sales
operations of pharmaceutical products and medical equipment to
medical institutions.
❖ CRO - “Contract Research Organization” provides drug
development services outsourced on a contract basis.
❖ SMO - “Site Management Organization” supports medical
facilities in executing clinical trial.
3. What’s M3?
❖ M3, Inc. supplies medical information services for doctors through Internet. The Company
also supports marketing of pharmaceutical companies and medical equipment
manufacturers.
❖ Medical Portal segment - CSO, MRs
➢ Medical-related company Marketing sector MR-kun, m3MT, m3.com
➢ Survey sector
➢ Other sector - QOL-kun services, business partner services and paid content services
❖ Evidence Solution segment - CRO and SMO
❖ Overseas segment - CSO, MRs and research services.
❖ Medical Treatment Platform segment - Development, distribution and support of electronic
medical records.
6. AskDoctors: Where you can consult doctors on the internet. It’s Japan’s
Largest Medical Q&A site.
7. Apps for Smartphones and Tablets to provide information at any time
and anywhere!
M3.com App
Medical News, Doctors community,
Medical Conferences, Popular Medical
articles.
MR. Kun App
Latest medical and drug information to
help doctors with everyday practice.
8. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart
9. Healthcare for long term?
❖ Japan’s Older population (55+) ~ 39% of total population.
❖ Increasing Life Expectancy in Japan, China and the US.
❖ Healthcare sector in Japan is enormous. Medical service and
peripheral business ~ 50 Trillions yens (~10%GDP).
❖ Sector controlled by only 290,000 physicians representing only 0.2%
of the national population.
❖ Increasing health expenditure as %GDP in Japan and China (US
remain flat) - By 2035 healthcare’s shares of GDP ~2X according to
McKinsey.
❖ Long term Growth opportunity for any healthcare related business.
10. Population Pyramid of Japan: A population pyramid illustrates the age and sex structure of a country's
population and may provide insights about political and social stability, as well as economic development.
39%
of Total Population
11. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart
12. Strong demands for eDetails
❖ Demand for eDetails is quite high for busy physicians that require
timely information at their convenience without the limitations
imposed by their off-line MRs.
❖ Doctors spend the most time collecting information via the Internet.
Conversely, pharmaceutical firms spend the majority of their budget
on MR related costs. >> Not cost efficient for Pharma companies,
Opportunity for M3’s MR-kun.
❖ Major clients are increasing usage of MR-kun. Average revenue from
Top20 clients increase ~ 20% YoY.
13. What is the ideal ratio of on-line and off-line promotional information
(“details”) from pharma companies?
15. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart
16. China! we are coming for you.
❖ M3 also expand their services into China (healthcare professional portal site
“Medlive.cn” ) via joint venture with Kingyee (Beijing) Co., Ltd
❖ By utilizing M3’s proficiency in aggressive member recruitment, membership
exceeded one million medical professionals as of August 27, 2014.
21. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart
23. Past Acquisitions for bright future
❖ Acquired Neues Co., Ltd., (one of the Largest SMO business in Japan) in
2014 which will help M3 to evolve as Japan’s Leading Comprehensive
Clinical Trial Services Provider.
❖ Acquired Integrated Development Associates Co., Ltd. (provides consulting
for Pan Asia drug development) in 2015 to streamline delivery of Drug
R&D Services for Overseas Biopharmaceutical firms.
❖ Acquired MDJob Find Inc. (provides job placement services for physicians
via operation of New England Physician Recruitment Center) in 2015 to
further accelerate the growth of M3 Group’s physician job placement
operations in the U.S.
24.
25. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart
26. Strong Sales and Earning Growth
CAGR ~42% NP CAGR ~46%
OP CAGR ~57%
27. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart
28. Tactical Asset Allocation
❖ Positive effect from BOJ’s massive Quantitative and Qualitative Easing
program (QQE) will drive equities market as we saw from US’s multiple
QEs. Since the BOJ started their stimulus program, the Japan stock market
has been in a good uptrend (sort of flat in 2014 due to multiple geopolitical
risks and China slow down).
❖ Japan’s economy growth seems to be on track according to the latest BOJ’s
minutes of monetary policy meeting, released on April 13th 2015.
❖ As one of oil importers, Japan will definitely benefit from decline in oil
price.
29. TOPIX Weekly Chart from June 2012 to April 2015
Golden Cross
Golden Cross
Oct 31, 2014
Announcement of Expansion of the QQE
TOPIX +4%
+19%
30. Tactical Asset Allocation
❖ The Government Pension Investment Fund (GPIF) of Japan raised
domestic stock allocation from 12% to 25%.
❖ The World’s largest public pension fund remain “Bullish”.
❖ Keep funds flowing into the market.
32. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart
33. Institutional Investors Support
❖ “Institutional Investors could drive stock price significantly”
❖ 25.3% Shares of M3 owned by 171 Institutional Investors with 14 net
buyers lately (3 new positions, 31 increased positions). - Good
institutional supports
34. RISKS for investing in TSE
❖ Failure of BOJ’s QQE. If they fail, it can be much worse than “the
Lost Decade”.
❖ Currency RISK since JPY will be depreciated as a result of BOJ’s
QQE. LONG “YCS” as a currency hedge.
❖ “Language Barrier”
Most of Japanese companies will release their materials in both
Japanese and English. However, it could take awhile until they put
English version on their IR website. Use Bloomberg terminal or http:
//www.kaijinet.com/jpExpress/default.aspx
35. ❖ M3, Inc. is definitely expensive by looking at its P/E ~ 80 only.
❖ Since M3 is a growth stock in healthcare “technology” sector, hence
its high P/E should be justified as long as its earning keeps growing
strong.
❖ How can we invest in “expensive” stock?
Answer: “Trend Following” strategy
❖ “At the end of the day, your job is to buy what goes up and to sell
what goes down.” - Paul Tudor Jones
Valuation?
36. Possible Price Target
❖ MedPeer Inc (6095:JP) its competitor
is trading at P/E ~ 110
❖ M3’s EPS ~ 28 with growth ~ 40% ex. Acquisition effect
❖ PPT ~ 110*0.7*1.4*28 ~ 3000 Yen per share
❖ Upside ~ 20%
❖ So Reward to Risk(at 8%) > 2:1 (Minimum upside for being
considered as a good trade is 16%)
37. Investment Thesis
❖ Long term growth opportunity in healthcare business
❖ Strong demands for M3’s Innovative products and services.
❖ Growing overseas business.
❖ Value creation via M&A.
❖ Strong Sales and Earning growth.
❖ It’s time to invest in Japan: Tactical Asset Allocation - BOJ’s QQE +
GPIF
❖ Institutional Investors are accumulating shares
❖ Compelling Trend following chart.
40. ❖ Invest 50% of allocated capital when
1) Price breaches 50 days SMA resistance with strong volume (preferably > 50
days Average Volume).
2) Price breaks out from new base with strong volume.
3) Pocket Pivot Buypoint - Up day with volume > prior sessions’ Volume
❖ Allocate 30% when price goes up 2.5% and 20%when price goes up another 2%
(so we will buy within range of 5% from buypoint).
“Pyramiding: Averaging UP not Averaging Down!”
❖ Unlike the US market, you have to buy a stock in a unit of Lot
i.e. 1 Lot = 100 shares, 1000 shares. So it might be difficult to do pyramiding.
Trade Strategy
41. Trade Strategy
❖ Hedge Currency Risk by Long YCS 50% of position size.
❖ Consider take profit when return ~ 20%
❖ MUST “CUTLOSS” if loss reaches 8% (Max. 10%)
❖ Why CUTLOSS?
44. Position Sizing
❖ Minimum allocated capital should be 10% of total
available fund. Otherwise position might be too small.
❖ With 8% cutloss for 10% position size
then we only risk 8%*0.1 = 0.8% of portfolio
45. Position Sizing
❖ Maximum position size?
❖ Define your maximum risk based on your risk
tolerance. Let 2% drawdown = Max for each position.
Maximum position size = 2%/0.08 = 25%
❖ Good trade should yield Reward to Risk ≥ 2:1
46. “At the end of the day, the most important thing is how good
are you at risk control.”
“If I have positions going against me, I get right out; if they
are going for me, I keep them…
Risk control is the most important thing in trading. If you have
a losing position that is making you uncomfortable, the
solution is very simple: Get out, because you can always get
back in.”
Paul Tudor Jones
47. Q&A
❖ More Information about M3 please visit
http://corporate.m3.com/en/
❖ Learn more about Trend Following
Jesse Livermore’s books
Investor's Business Daily
Stan Weinsteins' Stage Analysis
http://www.trendfollowing.com/resources/
48. “The only way you get a real education
in the market is To invest cash, Track
your trade, and Study your mistakes.”
Jesse Livermore