R&D transfer and Industrial requirements

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1 R&D transfer and Industrial requirements MNBS 2014 Géraldine Andrieux Gustin Yole Finance

2 Scope Technologies and Know-How Systems manufacturers Markets

3 Inputs Technologies and Know-How Systems manufacturers Markets

4 Microsystem Devices for Healthcare Applications 2011 & 2018 market in M$ EXECUTIVE SUMMARY BioMEMS and Microsystems for Life Science Market in $M CAGR =24% RF ID Strain sensors Energy Harvesting IR-Temperature sensors for medical Diagnostics Flow meter for medical and Diagnostics Microneedles Micropumps Inhalers Industrial and environmental Analytical devices Pharmaceutical and life science research Point of Care diagnostics Clinical & veterinary diagnostics X-Ray imaging Camera pills Endoscopes HMDs Microspectrometers Human motion analysis Accelerometer for pacemaker Hearing Aids Kidney Dialysis Respiratory equipment Ventilator & Anesthesia Blood monitoring equipment Blood monitoring disposable

5 Microsystem Devices for Healthcare Applications 2011 & 2018 market in M$ EXECUTIVE SUMMARY BioMEMS and Microsystems for Life Science Market in $M CAGR =24% RF ID Strain sensors Energy Harvesting IR-Temperature sensors for medical Diagnostics Flow meter for medical and Diagnostics Microneedles Micropumps Inhalers Industrial and environmental Analytical devices Pharmaceutical and life science research Point of Care diagnostics Clinical & veterinary diagnostics X-Ray imaging Camera pills Endoscopes HMDs Microspectrometers Human motion analysis Accelerometer for pacemaker Hearing Aids Kidney Dialysis Respiratory equipment Ventilator & Anesthesia Blood monitoring equipment Blood monitoring disposable

6 POC Positioning in the IVD Market Point of Care Contribution in the global IVD Market clinical & veterinary diagnostics Point of Care diagnostics Pharmaceutical and life science research This graph shows the market of In-Vitro Diagnostics (CAGR =14%). The dark green bars show the evolution of the POC market (CAGR =19%).

7 POC requirements Outside of the lab testing Reduce cost of analysis Rapid testing Protocols steps integration

8 POC Testing Based on Microfluidic Dream or reality? Product Company Results i-stat Abbott Point of Care 35 million tests in 2011 More than 50,000 i-stat handhelds are used worldwide Piccolo xpress Abaxis 7.5 million units of reagent discs sold in systems have been sold during the same year. PIMA CD4 Alere 2,000 systems installed and 2 million chips have been sold in 2011 GeneXpert Cepheid Turnover: $401M in % of the turnover is linked to systems sales 81% of the turnover is linked to reagent and disposable sales Triage Alere 2 million tests per year for drug abuse testing Drug abuse test = $47 per test System price: $3,500 i-stat Piccolo xpress PIMA CD4 Triage Cepheid

9 Top 10 Point of Care Players in 2013 Top 10 Point of Care Players Market Shares in 2013 Johnson & Johnson 33% 19% Roche Diagnostics Abbott Molecular & Point of care BD and company 2013 POC Market: $10.7B 11% Alere Danaher Cepheid 1% 2% 7% 4% 2% 7% 7% 7% Thermo Fisher Scientific Abaxis Biomerieux Others Players

10 New products are coming on the market Medimate BD M bio Diagnostic Iquum Just released on the market Micronics Daktari Biocartis Alere Great basin Lumora Time

11 New products are coming on the market Medimate BD M bio Diagnostic Iquum Just released on the market Micronics Daktari Biocartis Great basin Alere Founded in 2007 EPFL spin off Raised 64.5M Lumora Time

12 Microfluidic Device standardization? Microfluidic chip The design of microfluidic chip is highly depending on the application! We will not see a standardization in the design itself.

13 Market structuration Participants in Microfluidic consortium Nevertheless, some standards could appear for: - Materials - Interface between chips and external world - Reagents storage - Reagents deposition - System for fluid management on chip (pumps, valves )

14 Requirements and trends Personalized Medicine Increase Prevention through early diagnostic Adapt the treatment and posology individually Monitor drugs effects Current Medicine Microfluidic POC testing is an enabling technology (cheap, fast, accurate) to do this among others diagnostics methods

15 Microsystem Devices for Healthcare Applications 2011 & 2018 market in M$ EXECUTIVE SUMMARY BioMEMS and Microsystems for Life Science Market in $M CAGR =24% RF ID Strain sensors Energy Harvesting IR-Temperature sensors for medical Diagnostics Flow meter for medical and Diagnostics Microneedles Micropumps Inhalers Industrial and environmental Analytical devices Pharmaceutical and life science research Point of Care diagnostics Clinical & veterinary diagnostics X-Ray imaging Camera pills Endoscopes HMDs Microspectrometers Human motion analysis Accelerometer for pacemaker Hearing Aids Kidney Dialysis Respiratory equipment Ventilator & Anesthesia Blood monitoring equipment Blood monitoring disposable

16 CAGR by Device EXECUTIVE SUMMARY 50% 45% 44% CAGR % 35% $0.5M->$3.1 M 33% 30% 25% 20% 15% 10% 5% 0% 28% $1.5 B->$5.2B 20% 18% 13% 11% $58 M->$141M 9% $352 M->$802M 4% $13 M->$24M $81 M->$127 M 2% $39 M->$66M $153 M->$189 M $46.9 M->$52.3M 1 Silicon Microphones Emerging MEMS Microfluidic chips Flow meter Microdispensers Gyroscopes Temperature sensors Optical MEMS and image sensors Pressure sensors Accelerometers

17 Examples of Players by Device Technology (not exhaustive list) Device Manufacturers Systems Manufacturers Pressure sensors Silicon Microphones Accelerometers

18 Examples of Players by Device Technology (not exhaustive list) Device Manufacturers Systems Manufacturers Infrared temperature sensors Micro dispensers for drug delivery Emerging MEMS Only at research level today

19 Emerging applications > Agri-Agro food market Agri-Agro Food Production Chain In-field testing Production Chain for Agri-Agro Food products Input testing Process testing Final product testing Tests Tests Tests Tests Consumer market 19

Emerging applications > Agri-Agro food market Testing Requirements Depend on the Step (1/2) User segments Motivations In-field testing Input testing Process testing Phytosanitary and seed companies

20 Emerging applications > Agri-Agro food market Testing Requirements Depend on the Step (1/2) User segments Motivations In-field testing Input testing Process testing Phytosanitary and seed companies Farmers Agro-cooperatives Food manufacturers Traders Prove raw material quality Control purchased ingredients Final product testing Food manufacturers Food manufacturers Food marketers Retailers Optimize the quality/cost ratio Economical drivers Comply with safety regulations New technologies demand Medium Strong Strong Medium Desired solution On-site testing Portative solution Low-cost On-site testing Portative solution Low-cost On-line testing Automatized Sampling (statistically representative) and laboratory testing Tests realized by industrial company 20

21 Inputs Technologies and Know-How Systems manufacturers Markets

22 COWIN How to generate value from European research projects results? COWIN approach: no wonder make things happen Engaging ourselves in the play ground to generate value for European collaborative research projects

exploitation focus with 6,9M investment by industry.

23 COWIN COWIN process generated value for FP6 and FP7 technology exploitation: - 5M direct investment from industrials and private investors; - 19M supported innovation projects with an exploitation focus with 6,9M investment by industry. - 14,7M investment in companies exploiting FP6 and FP7 research projects results were under discussion in March (5M reached by October 2014)

24 Pilars for exploitation IP Concept Demonstration kits Production R&D to Create value Exploitating to Capture value Copyright Paul Millier EM Lyon Yole Finance

25 Pilars for exploitation IP Demonstration kits Concept The 1st customer The «Champion Production» R&D to Create value Exploitating to Capture value Copyright Paul Millier EM Lyon Yole Finance

26 Structuring the innovation value chain Research and technology Applicative markets

supporting COWIN Microelectronic players 1

27 A fertile ecosystem for growth Research results Private Investors About 60 supporting COWIN Microelectronic players potential users and integrators of smart solution

28 Panel session o Jean-Charles Garcia CEO Picometrics o Jörg Nesler CEO bi-flow o Theo Meerts - Senior Director External Innovations DS Janssen Research & Development, J&J o Sebastien Cargou Elvesys o Eric Smith CEO Biovolt o Julie Guigal Go Beyond

29 Yole Finance new activity under launch Technologies and Know-How Systems manufacturers Markets Yole new activity: Value generation for RTOs and start-up companies Access to customers Strategic positionning Access to private funding

30 Contact Géraldine Andrieux Gustin Yole Finance Senior Partner

YOLE Finance Corporate Finance & Advisory

YOLE Finance Corporate Finance & Advisory From technology to industrial value Optimize EU funding to support your company s development Espace Hamelin - 17 rue de l Amiral Hamelin 75016 Paris France Tel