Breif Overview of trends in healthcare driven by mobile technolgies

1. mHealth:
Disruption at our Doorstep
Andy Levien – CEO & co-founder Ubi
Diagnostics

2. Our choice:
Victim or growth leader?
…..leading practitioners of the old order
become the victims of disruption, not the
initiators of it. But …leaders of existing
systems can take the lead in disruption
themselves……it always proves to be an
extraordinary growth opportunity.*
* The Innovators Prescription; Clayton Christensen, 2009

3. Market headlines
• Aging of population
– Global population over 60 to double in percentage by 2050 to
22% and nearly triple in absolute terms
– US population over 60 to double from 62M to 124M by 2050
• In the US, treatment of chronic diseases, notably
CHF/CHD, COPD, and diabetes account for nearly
75% of annual health spending or nearly $1.7trillion
• FDA just releases long awaited mobile health
guidelines for comment July 19th
• Move to outpatient setting, homecare and personalized
medicine as means to improve outcomes and reduce
cost
Proprietary Information

4. Market trends driving mHealth
Source: Business Insights Feb 2011
Proprietary Information

5. New care models

6. New customers & payment models
New self pay market?
•Phone apps
•mHealth
•Telemedicine
•Connect to
EHR/PHR systems
•Connections to the
old order?
IBM Global Business Services report, March 2011 “The future of connected health devices – Liberating the Information Seeker”
Transfer of payment
X
risk to provider
•Accountable care and
wellness organizations
•Healthways new entrant
•Some in the old order
may migrate?
“MOBILE HEALTH, Who Pays?” by ATKearney for GSMA, Feb 2011
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7. Finding opportunities - seeking leaders
• New payment systems and care models will be the
economic vehicle to drive innovation
• Integrated data systems (EMR,EHR, PHR) become
repository for much richer data sets from connected
diagnostic and therapeutic systems, cradle to grave
• Connected network of devices from hospital to clinic to
office to home
– mHealth will be huge driver, sorting out regulatory requirement
will be a challenge
– Massive innovation in devices to fill the gap between
hospital/clinic and home
– New entrants will be naïve to medical device market
– The leaders of the old order will drive consolidation
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8. Questions to audience
• Which of the old guard will drive device disruption or not?
• Med Device leaders
• Diagnostics Imaging:GE, Seimens, Phillips
• Fluid diagnostics
• Therapeutic
• Pharma
• Emerging vs developed markets
• Consider that emerging economies do not have the fixed infrastructure of
the developed world, yet massive increase in demand for cost effective
healthcare
• Who are possible new leaders or partnerships (or
consolidations)
• Telecoms and cable providers (i.e. Verizon Health VC fund, Comcast?)
• EHR/EMR providers
• Microsoft and/or will Google come back
• Big pharma and diagnostics companies
• Others?