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全球生命科学产业上M&A:2018年

Mergers and Acquisitions in the Global Life Sciences Industry, 2018

出版商 Frost & Sullivan 商品编码 808217
出版日期 内容资讯 英文 78 Pages
商品交期: 最快1-2个工作天内
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全球生命科学产业上M&A:2018年 Mergers and Acquisitions in the Global Life Sciences Industry, 2018
出版日期: 2019年03月07日内容资讯: 英文 78 Pages
简介

病人参与,人工智能 (AI),巨量资料分析的利用扩大为目标的M&A对垂直整合的推动有所贡献。

本报告提供全球生命科学产业上M&A趋势调查,各产品部门的M&A趋势,前十大企业的配合措施,案例研究,M&A的推动因素,成长机会分析等汇整资料。

第1章 摘要整理

第2章 调查范围、前提条件

第3章 市场动态

  • 影响M&A的法律规章上的修改
  • 带给现有市场竞争的非传统企业
  • FAMGA的M&A:与传统医疗保健企业的比较
  • 医疗保健产业上私人股权的扩大

第4章 市场概要

  • 医疗保健相关的M&A
  • 目标的地区分布
  • M&A的魅力
  • 主要的M&A交易
  • 积极的经营者

第5章 市场概要:医药品、生物医药品

  • 医药品、生物医药品经营者的M&A
  • 影响因素
  • 案例研究:Roche
  • 前十大企业的配合措施
  • 互联医疗:从患者通讯到病人参与
  • 成长机会:「Patient Engagement 2.0」
  • 显示新M&A的机会的领域

第6章 市场概要:CRO、CDMO

  • CRO的M&A
  • 案例研究:Eurofins
  • CRO前十大企业的配合措施
  • 成长机会:临床试验实验对象采用、保持
  • CDMO的M&A
  • Thermo Fisher、Patheon
  • CDMO前十大企业的配合措施
  • 成长机会:细胞、基因治疗等

第7章 市场概要:诊断、研究用工具

  • 诊断、研究用工具相关的M&A
  • 影响因素
  • 案例研究:Invitae 、Genetic Information Company
  • 前十大企业的配合措施
  • 私人股权相关的活动的活跃
  • 价值评估的扩大:M&A的新课题
  • 成长机会:Insight-as-a-Service

第8章 总论

第9章 附录

第10章 关于FROST & SULLIVAN

目录
Product Code: MEA4-52

M&As for Growth in Patient Engagement, Artificial Intelligence and Big Data Analytics are Driving Greater Vertical Integration

The Healthcare industry has witnessed some of the largest mega-mergers in 2018 - mergers on the provider as well as the payer ends. While this has the potential to bring a shift in power centers in the ecosystem, each stakeholder has relied heavily on inorganic growth to maintain their stronghold. This Mergers and Acquisitions in Life Sciences Industry report provide details of the latest merger and acquisition (M&A) agreements announced in the pharmaceutical, biotechnology, contract services diagnostic, and other life science sectors.

Research Highlights:

The report provides a detailed understanding and analysis of how and why companies enter M&A deals, which legislative and regulatory policies are promoting M&A activities, and how APAC investors are growing their presence in developed economies, undeterred by policy uncertainties. It also highlights the growing influence of non-traditional players in the life science space and their impact in steering the direction of M&A activity of the traditional players. It further brings out the growing acceptance of digital revenue streams, an under-explored opportunity in connected health. The exponential growth of private equity (PE) investors, and their appetite to invest in high-risk areas, has also allowed unlocking of the potential of several new technologies, creating a ripe environment for corporate acquisitions. At the same time, PE investors' ability to bid for higher value deals has created competition for the same targets, often outbidding corporate investors.

This study dives deeper into each stakeholder segment to uncover their unique M&A dynamics and chart the activity of top 10 companies in each segment. Several biopharma companies have relied on smaller acquisitions to bolster their R&D pipelines, whereas several others have sought high-value deals to merge or acquire competitor companies in order to achieve critical mass in R&D and ensure continued growth and dominance in the global marketplace. Contract service organizations (CSO) are experiencing the highest rate of consolidation, with the goal of emerging as one-stop-shop solution providers. However, CSOs will soon have to think beyond mere capacity expansion and acquire targets specialized in tangential services like supply chain and patient connectedness. Diagnostic and research tool (DRT) OEMs have experienced a different M&A trend and will have to rely more on value-add services to overcome the slump in M&A derived growth. Strategic imperatives for companies to recalibrate their business models and be future ready are provided in this study as well. Finally, the study also briefly covers growing trends in the outsourcing of innovation, production and selling, and the heightened importance of innovation hubs in promoting M&A.

Key Issues Addressed:

  • Which are the emerging power centers as a result of consolidation? Is there a shift in bargaining power?
  • What region-specific factors are prompting M&A? Which regions are experiencing maximum inbound and outbound deals?
  • Is the current rate of M&A sustainable? What will be the rate of shift towards outsourcing?
  • What will be the impact of external disruptors like FAMGA on the direction of acquisitions?
  • Which stakeholders are experiencing the maximum positive and negative impact of M&A?
  • How are mid-sized companies aligning their strategies to survive in this increasingly consolidating space?

Table of Contents

1. EXECUTIVE SUMMARY

  • Key Findings
  • Key Questions this Study will Answer
  • Big Market Themes
  • M&A Stakeholder Opportunity Heat Map
  • Major Growth Opportunities
  • Strategic Imperatives for the Life Sciences Industry

2. RESEARCH SCOPE AND ASSUMPTIONS

  • Scope and Segmentation
  • Methodology and Assumptions
  • Methodology and Assumptions (continued)

3. MARKET DYNAMICS

  • Regulatory and Legislative Changes Impacting M&A
  • Non-Traditional Players-Infusing Competition into Traditional Markets
  • FAMGA* M&A Activity-Comparison with Traditional Healthcare Players
  • Growing PE Ownership in the Healthcare Space
  • Growing PE Ownership in the Healthcare Space (continued)

4. MARKET OVERVIEW

  • Healthcare M&A Activity
  • Geographic Distribution of Targets
  • Market Attractiveness for M&A
  • Notable M&A Deals
  • Active Participants in the M&A Landscape

5. MARKET OVERVIEW-PHARMA AND BIOPHARMA

  • Pharma and Biopharma M&A Activity
  • Factors Impacting M&A
  • Roche Case Study-M&A to Create End-to-End Precision Medicine Portfolio
  • Activity Profile of Top 10 Pharma Companies
  • Connected Health-From Patient Communication to Engagement
  • Growth Opportunity 1-Patient Engagement 2.0
  • Pharmaceutical Companies Can Engage Patients Throughout the Drug Discovery and Development Cycle
  • Emerging M&A Opportunity Areas

6. MARKET OVERVIEW-CONTRACT SERVICE ORGANIZATIONS (CRO AND CDMO)

  • CRO Industry M&A Activity
  • Eurofins Scientific Case Study-M&A Story of an Emerging Competitor
  • Activity Profile of Top 10 CRO Companies
  • Clinical Trial Recruitment and Retention Challenge for CROs
  • Growth Opportunity 2-Clinical Trial Recruitment and Retention
  • CDMO Industry M&A Activity
  • Thermo Fisher and Patheon-Redefining One-stop-shop
  • Activity Profile of Top 10 CDMO Companies
  • Will M&A Address the Size Challenge?
  • Growth Opportunity 3-Cell and Gene Therapy

7. MARKET OVERVIEW-DIAGNOSTIC AND RESEARCH TOOLS

  • DRT Industry M&A Activity
  • Factors Impacting M&A
  • Invitae Case Study-Genetic Information Company
  • Activity Profile of Top 10 DRT Companies
  • A Very Active PE Landscape-Increasing Valuations
  • Rising Valuations-A New Challenge for M&A
  • Growth Opportunity 4-Insight-as-a-Service

8. CONCLUDING THOUGHTS

  • Concluding Thoughts
  • Top 3 Predictions
  • Legal Disclaimer

9. APPENDIX

  • M&A and Collaboration Drivers
  • Top Technologies Attracting PE Investment
  • Collaboration Assessment
  • Collaboration Assessment (continued)
  • Collaboration Assessment (continued)
  • Collaboration Assessment (continued)
  • Collaboration Assessment (continued)
  • List of Exhibits
  • List of Exhibits (continued)

10. THE FROST & SULLIVAN STORY

  • The Frost & Sullivan Story
  • Value Proposition-Future of Your Company & Career
  • Global Perspective
  • Industry Convergence
  • 360° Research Perspective
  • Implementation Excellence
  • Our Blue Ocean Strategy
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