Globala trender med lokala effekter

Transcription

1 Globala trender med lokala effekter Den svenska Life Science industrin Mars kl Jenni Nordborg Göran Andersson Anna Sandström

2 Life Sciences evolutionary and iterative innovation processes

3 Take home messages Research and export intensive industry A few large companies are downsizing but some segments are growing Fewer SMEs Increasing foreign ownership New business models and new opportunities The industrial structure is changing

4 Medical technology Collaboration with healthcare systems necessary for innovation throughout the innovation process and product life cycle Emerging markets booming stagnation in mature markets Consolidation leading to oligopolistic markets Systems delivery SMEs increasingly partners, suppliers or acquired Adjusting products to specific markets Cost containment procedures

5 Pharmaceuticals Trends Emerging markets booming stagnation in mature markets Patents expires at unprecedented pace Generics (Biosimilars) gaining ground Big Pharma downsizing drastic reduction in employment M&A Big Pharma mergers and acquisitions of SMEs Radical innovation radical risks Unmet medical needs e.g. pain, cancer, CNS New targets, new technologies new opportunities Cost containment procedures Reducing the risks.

6 Pharmaceuticals Reducing the risks Orphan drugs Reformulation & New indications & Combinatory medicine Downsizing in-house R&D Partnering; Big Pharma, SME, academia etc. Open platforms Personalised/stratified medicine using companion diagnostics Policy responses

7 Characteristics [proportion of Swedish industry] Highest proportion of R&D investments [1%] * in relation to employment Highest proportion of PhDs [18%] * and highest firm participation in FP7** Highest R&D personnel proportion [8%] in relation to employment * High value added products High exports in relation to employment [7,7 % ] The employment is one third of automotive and less than one fourth of ICT ** * Pharmaceuticals compared to automotive and computers, electronics and optics **

8 Development of employment Total number of employees in 212: Number of employees Relative change in employment since 29 [%] ,1 AstraZeneca -1,1 Sales and marketing Assistive products for persons with disability Information and communication tools Radiation and imaging devices Electromechanical medical devices Anaesthetic and respiratory devices Implantable devices - active and non-active Healthcare facility products and single-use products Agro-, environmental and food related biotechnology Biotech production Biotech tools and supplies CRO Biotech medical technology In vitro diagnostics Drug discovery, development, delivery and production In total: -5.2 percent in employment ( employees) since 29 Absolute change in employment since

9 Dynamics in recent years PROFITABLE EXIT: Duocort Premacure AB NEW OWNER: CLOSING OR DOWNSIZING IN SWEDEN: St Jude Medical (US) Malaysia Becton Dickinson (US) Indien, Singapore and Mexiko Carmel Pharma (US) Spanien Two companies in the Getinge group (SE) Kina och Polen Nobel Biocare (CH) CH, US, CA GROWING OR INVESTING: Gambro Baxter (US) Atos Medical (LU) Octapharma (CH) Sectra Mamea Philips (US) Cochlear (AU) Fresenius (DE) Cellartis Cellectics (FR) Elos Medtech (SE) Maquet (SE) AstraTech Dentsply (US) AstraTech (US) ) Recipharm (SE) Mölnlycke (SE) Cepheid AB (US) Q-Med Galderma (CH) Bactiguard (SE) Hemocue AB (US) Phadia Thermo Fisher Scientific (US) Elekta (SE) Vitrolife (SE) Carmel Pharma Becton Dickinson (US) St Jude Uppsala

10 2.9 % 2.7% 3.5% 5.8% 2.1% 8.4% 1.7% 1.8% 2.8% 7.6% 2.9% 2.6% 4.3% 41.8% Total number of employees

11 Drug discovery, development, delivery and production Biotech medical technology Biotech tools and supplies Agro-, environmental and food related biotechnology Implantable devices - active and non-active Electromechanical medical devices Information and communication tools In vitro diagnostics CRO Biotech production Healthcare facility products and single-use products Anaesthetic and respiratory devices Radiation and imaging devices Assistive products for persons with disability Exploratory R&D Incremental product development Consultancy Manufacturing No export Some export Significant export

12 Number of companies or corporate groups with more than 25 employees in Sweden each year Number of companies or corporate groups

13 The development for each of the corporate groups with > 25 employees in 212 years AstraZeneca GE Healthcare Grp Getinge Grp Gambro Fresenius Kabi Dentsply McNeil St. Jude Medical Recipharm Grp Octapharma Pfizer Phadia Apotek Produktion & Laboratorier AB Nobel Biocare Swedish Orphan Biovitrum Q-Med Mölnlycke Health Care Hemocue Cambrex Attends Healthcare Elekta group

14 Large companies and corporate groups and the entire life science industry Drug discovery, development, delivery and production In vitro diagnostics Biotech medical technology Exploratory R&D Incremental product development Drug discovery, development, delivery and production Biotech medical technology Biotech tools and supplies Agro-, environmental and food related biotechnology Implantable devices - active and non-active Electromechanical medical devices Information and communication tools In vitro diagnostics CRO Biotech production Healthcare facility products and single-use products Anaesthetic and respiratory devices Radiation and imaging devices Assistive products for persons with disability CRO Biotech tools and supplies Biotech production Agro-, environmental and food related biotechnology Healthcare facility products and single-use products Implantable devices - active and non-active Anaesthetic and respiratory devices Electromechanical medical devices Radiation and imaging devices Information and communication tools Assistive products for persons with disability Consultancy Manufacturing No export Some export Significant export Drug discovery, development, delivery and production Biotech medical technology Biotech tools and supplies Agro-, environmental and food related biotechnology Implantable devices - active and non-active Electromechanical medical devices Information and communication tools In vitro diagnostics CRO Biotech production Healthcare facility products and single-use products Anaesthetic and respiratory devices Radiation and imaging devices Assistive products for persons with disability Uppsala Solna Danderyd Exploratory R&D Stockholm Sundbyberg Incremental product development Göteborg Mölndal Consultancy Helsingborg Manufacturing No export Some export Significant export Malmö Lund

15 and employees SME: Number of employees 8 Number of companies companies Number of companies employees

16 Summary of results Decline in total but some segments are growing A few mature companies are downsizing in Sweden dominating the decline Decrease in number of companies Foreign ownership increasing High participation in FP7 High exports and R&D intensity ICT content and opportunities increasing New business models and organisation of R&D New technologies and opportunities

17 Challenges ahead for the Swedish Life Science industry differs Exploratory R&D SME Pharma: -Discovery -Development -Tools Incremental product development Drug discovery, development, delivery and production Biotech medical technology Biotech tools and supplies Agro-, environmental and food related biotechnology Implantable devices - active and non-active Electromechanical medical devices Information and communication tools SME Medtech Bioeconomy In vitro diagnostics CRO Biotech production Healthcare facility products and single-use products Anaesthetic and respiratory devices Radiation and imaging devices Assistive products for persons with disability Big Pharma Mature Medtech Consultancy Manufacturing Manufacturing No export Some export Significant export Prerequisites for: attractive R&I environments new ventures anchoring of mature companies knowledge development a collaborative climate in the ecosystem

18 Government research and innovation bill 212 MEASURE MSEK 213 MSEK 214 MSEK 215 MSEK 216 SCIENCE FOR LIFE LABORATORY RESEARCH ON INFECTION AND ANTIBIOTICS [VR] RESEARCH ON AGEING AND HEALTH [FORTE AND VR] PHARMACEUTICAL DEVELOPMENT [KTH] INSTITUTE FOR SUSTAINABLE PROCESS DEVELOPMENT AND CATALYSIS [SP] NATIONAL SUPPORT FOR COORDINATION OF CLINICAL STUDIES CLINICAL TREATMENT RESEARCH [VR]

19 TACK!!! Alla som intervjuats, regioner och branschorganisationer som bidragit och alla andra bollplank i processen och som läst utkast av rapporten Frågor?

20 Value added per employee / Net turnover per employee Value added per employee / Result after financial items 6 5 Value added per employee Companies > 5 employees Net turnover per employee [ksek] Value added per employee Bild Result after financial items [MSEK]

21 12 Number of companies Per cent 1 Foreign-owned companies % of employees 14% of companies Drug discovery, development, delivery and production Biotech medical technology Biotech tools and supplies Agro-, environmental and food related biotechnology Implantable devices - active and non-active Electromechanical medical devices Information and communication tools In vitro diagnostics CRO Biotech production Healthcare facility products and single-use products Anaesthetic and respiratory devices Radiation and imaging devices Assistive products for persons with disability Drug discovery, development, delivery and production Biotech medical technology Biotech tools and supplies Agro-, environmental and food related biotechnology Implantable devices - active and non-active Electromechanical medical devices Information and communication tools In vitro diagnostics CRO Biotech production Healthcare facility products and single-use products Anaesthetic and respiratory devices Radiation and imaging devices Assistive products for persons with disability Exploratory R&D Exploratory R&D Incremental product development Incremental product development Consultancy Consultancy Manufacturing Manufacturing No export Some export Significant export No export Some export Significant export

22 Pharmaceuticals Medical technology Biotechnology In vitro diagnostics Biotech medical technology CRO Healthcare facility products and single-use products Implantable devices - active and non-active Electromechanical medical devices Radiation and imaging devices Information and communication tools Assistive products for persons with disability Anaesthetic and respiratory devices Number of employees

23 Phase 1 Phase 2 Phase 3 Phase 4 Clinical trials Phase 1 Phase 2 Phase 3 Phase 4

24 Trade: Medical technnology and Pharma 2 Export Import Net export 8 IMPORT EXPORT NET EXPORT BSEK (not deflated) BSEK (not deflated) 6 4 2

25 Development Life Science industry R&D, consultancy and production Marketing & sales Number of employees 5 45 Life Science industry (excl. marketing & sales) Large companies > 25 employees Small and medium sized companies Number of employees

26 Sveriges innovationsmyndighet Vi stärker Sveriges innovationskraft för hållbar tillväxt och samhällsnytta