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Digital Health - Healthcare 2.0

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Thanks to the ACA and several other trends, the US healthcare industry is changing more radically today than ever before. Investors and corporations are taking note, with more than $5B invested into digital health last year. Learn how startups and private market trends are changing the $3T healthcare industry.

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Digital Health - Healthcare 2.0

  1. 1. CBINSIGHT S July 26, 2016 HEALTHCARE 2.0 nkrishnan@cbinsights.com @cbinsights
  2. 2. Join the conversation Share your favorite insights & data points on Twitter @cbinsights #cbihealth 3
  3. 3. ABOUT OUR PRESENTER – NIKHIL KRISHNAN @nikillinit nkrishnan@cbinsights.com • Research Analyst, CB Insights focusing on healthcare, autonomous vehicles, and consumer packaged goods • Published research and data analysis have been featured in The New York Times, Wall Street Journal, Financial Times, Bloomberg, and CNBC, among other major media outlets • Graduate of Columbia University with B.A. in Sustainable Development and Business Management 4
  4. 4. ABOUT CB INSIGHTS A unique combination of data science and machine learning to help you see what’s next About CB Insights Backed by RSTP and the National Science Foundation, CB Insights uses data science and machine learning to help our customers predict what’s next—their next customer, their next investment, the next market they should attack, the next move of their competitor or the next company they should acquire. The world’s leading global corporations including the likes of Cisco, Salesforce, Castrol and Gartner as well as top tier VCs including, NEA, Upfront Ventures, RRE, and FirstMark Capital rely on CB Insights to make decisions based on data, not decibels. To make your life easier, visit http://www.cbinsights.com ”A detailed discussion of data collection and how the company parses them is written by CB Insights’ data scientists; it convincingly tells the story of scalability and accuracy for what they call “The Cruncher.” From “Predictive Analytics And Novel Visualization Draw Customers To 'Must Have' Data” published April 8, 2015 6
  5. 5. WHAT PARTS OF HEALTHCARE ARE WE TALKING ABOUT?  How new solutions are changing the way healthcare goods and services are being modeled and delivered to the population  We will not be focusing on aspects focusing on data digitization and storage, but only as they relate to the transformation of a process  This webinar will focus primarily on US trends
  6. 6. @cbinsights #cbihealth IN THE NEXT 30-45 MINUTES, WE’LL COVER… 1 Macro Trends In Healthcare What are the broad trends and themes that are enabling changes? 2 The Digital Health Activity In Private Markets Funding trends, active geographies, and top investors 3 Unbundling Primary Care The tools and institutions changing how we receive PCP care 5 Drugs and Distribution Consumer attitudes and outstanding concerns 4 How We Pay – Changing Health Insurance New insurance models and companies bypassing insurance altogether 6 Emerging Technologies How new technology like drones and virtual reality will change health 8
  7. 7. @cbinsights #cbihealth IN THE NEXT 30-45 MINUTES, WE’LL COVER… 1 Macro Trends In Healthcare What are the broad trends and themes that are enabling changes? 2 The Digital Health Activity In Private Markets Funding trends, active geographies, and top investors 3 Unbundling Primary Care The tools and institutions changing how we receive PCP care 5 Drugs and Distribution Consumer attitudes and outstanding concerns 4 How We Pay – Changing Health Insurance New insurance models and companies bypassing insurance altogether 6 Emerging Technologies How new technology like drones and virtual reality will change health 9
  8. 8. @cbinsights #cbihealth  The HITECH Act and Affordable Care Act are attempting to redesign the system  Healthcare is being pushed from pen-and-paper to digitized data  Shift in system from fee- for-service to fee-for-value, emphasis on prevention REGULATORY CHANGES 10
  9. 9. @cbinsights #cbihealth HEALTHCARE COSTS CONTINUE TO INCREASE Source: Milliman 11
  10. 10. @cbinsights #cbihealth AND THOUGH THAT GROWTH CONTINUES TO SLOW, IT STILL OUTPACES INFLATION Source: Bloomberg 12
  11. 11. @cbinsights #cbihealth A LOT OF THE COST INCREASE IS ROOTED IN EXPENSIVE PRESCRIPTION DRUGS Source: Milliman 13
  12. 12. @cbinsights #cbihealth EMPLOYERS ARE BURDENING A SIGNIFICANT SHARE OF THOSE COSTS Source: Kaiser Family Foundation 14
  13. 13. @cbinsights #cbihealth MORE EMPLOYEES ARE ENROLLING IN HIGH DEDUCTIBLE HEALTH PLANS Source: Kaiser Family Foundation 15
  14. 14. @cbinsights #cbihealth AVERAGE DEDUCTIBLE CONTINUES TO INREASE Source: CNNMoney 16
  15. 15. @cbinsights #cbihealth 17 NEARLY TWO-THIRDS OF PEOPLE SURVEYED ARE VERY CONCERNED ABOUT THEIR ABILITY TO PAY FOR MEDICAL TREATMENT Source: Nielsen
  16. 16. @cbinsights #cbihealth 18 AND ONE-THIRD ARE ALREADY BURDENED WITH MEDICAL DEBT Source: Nielsen
  17. 17. @cbinsights #cbihealth CONSUMERIZATION OF HEALTHCARE  New system designed to empower patient choices  Companies are creating products targeted as “patient-first”  Many of these companies are developing datasets and systems outside of the legacy infrastructure 19
  18. 18. @cbinsights #cbihealth 20 INCREASING USE OF MOBILE PHONES IN HEALTHCARE Source: CB Insights
  19. 19. @cbinsights #cbihealth 21 DECREASING OVERHEAD = DECREASING COST OF CARE Source: Dispatch Health
  20. 20. @cbinsights #cbihealth 22 CONSOLIDATION Source: Bain & Co.
  21. 21. @cbinsights #cbihealth VERTICALIZATION  New healthcare businesses are looking to own more parts of the vertical they operate in  Reduces markups and negotiations to increase savings and speed  Predicated on providing care through a more narrow but potentially cheaper network 23
  22. 22. @cbinsights #cbihealth THE TRIAGE OF CARE • Previous “one-size-fits-all” model being unbundled • New technologies and businesses allow patients to receive care based on different levels of severity • Lower cost alternatives are being made more available • More available data better facilitates this segmentation 24
  23. 23. @cbinsights #cbihealth IN THE NEXT 30-45 MINUTES, WE’LL COVER… 25 1 Macro Trends In Healthcare What are the broad trends and themes that are enabling changes? 2 The Digital Health Activity In Private Markets Funding trends, active geographies, and top investors 3 Unbundling Primary Care The tools and institutions changing how we receive PCP care 5 Drugs and Distribution Consumer attitudes and outstanding concerns 4 How We Pay – Changing Health Insurance New insurance models and companies bypassing insurance altogether 6 Emerging Technologies How new technology like drones and virtual reality will change health
  24. 24. @cbinsights #cbihealth ALTHOUGH HYPE AROUND THE SPACE HAS NOT ABATED… 26 Source: CB Insights
  25. 25. @cbinsights #cbihealth EXITS IN THE SPACE HAVE SLOWED DOWN 27 Top acquirers include IMS Health and Under Armour Source: CB Insights
  26. 26. @cbinsights #cbihealth AND DEAL ACTIVITY SEES SIGNIFICANT DROP IN Q2 2016 AFTER NEAR CONTINUOUS GROWTH 28 Digital health activity fell below 200 deals in Q2’16, the first time since Q4’14. Funding remained high, with all of the last 5 quarters seeing more than $1.3B in financing. Source: CB Insights
  27. 27. @cbinsights #cbihealth DIGITAL HEALTH DEAL SHARE STABILIZES AS SPACE MATURES 29 Source: CB Insights Early stage digital health deals saw a ramp up going into 2012 as excitement in the space increased. Seed/angel deal activity saw a significant drop going into 2013, and deal share has since remained relatively range bound.
  28. 28. @cbinsights #cbihealth WHAT GEOS ARE SEEING THE MOST DIGITAL HEALTH DEALS? 30 In Q2’16, California continued to dominate in digital health deals, eclipsing second place New York by more than 3X. There were more than 50 deals outside the US, especially in India and China. Source: CB Insights
  29. 29. @cbinsights #cbihealth MORE INVESTORS CONTINUE TO SEE OPPORTUNITY IN THE DIGITAL HEALTH SPACE 31 Source: CB Insights

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