Géraldine Andrieux Gustin

Yole Finance

R&D transfer and Industrial requirementsMNBS 2014

Scope

Technologies and

Know-How

Systems

manufacturers

Mark

ets

Inputs

Technologies and

Know-HowSystems

manufacturers

Mark

ets

Microsystem Devices for Healthcare Applications2011 & 2018 market in M$EXECUTIVE SUMMARY

0

1000

2000

3000

4000

5000

6000

7000

2011 2012 2013 2014 2015 2016 2017 2018

BioMEMS and Microsystems for Life Science Market in $MRF 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

CAGR2013-2018=24%

Microsystem Devices for Healthcare Applications2011 & 2018 market in M$EXECUTIVE SUMMARY

0

1000

2000

3000

4000

5000

6000

7000

2011 2012 2013 2014 2015 2016 2017 2018

BioMEMS and Microsystems for Life Science Market in $MRF 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

CAGR2013-2018=24%

POC Positioning in the IVD Market

0

20

40

60

80

100

120

140

160

180

200

2013 2014 2015 2016 2017 2018 2019

Point of Care Contribution in the global IVD Market

clinical & veterinary diagnosticsPoint of Care diagnosticsPharmaceutical and life science research

This graph shows the market of In-Vitro Diagnostics (CAGR2014-2019=14%). The dark green bars show the evolution of the POC market (CAGR2014-2019=19%).

POC requirements – Outside of the lab testing

Reduce cost of analysis

Rapid testing

Protocols steps integration

POC Testing Based on Microfluidic

Dream or reality?

Product Company Results

i-STAT Abbott Point of Care

35 million tests in 2011More than 50,000 i-STAT handhelds are used worldwide

Piccolo® xpress Abaxis 7.5 million units of reagent discs sold in 20131072 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 201319% of the turnover is linked to systems sales81% 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 testSystem price: $3,500

i-STAT Piccolo® xpress PIMA CD4 TriageCepheid

Top 10 Point of Care Players in 2013

19%

11%

7%

7%

7%2%4%7%

2%1%

33%

Top 10 Point of Care Players Market Shares in 2013

Johnson & Johnson

Roche Diagnostics

Abbott Molecular & Point of care

BD and company

Alere

Danaher

Cepheid

Thermo Fisher Scientific

Abaxis

Biomerieux

Others Players

2013 POC Market: $10.7B

New products are coming on the market

Lumora

Micronics

20152014

Biocartis

2012

Medimate

M bio Diagnostic

Iquum

Great basin

Time

Alere

BD

Daktari

2016

Just released on the market

New products are coming on the market

Lumora

Micronics

20152014

Biocartis

2012

Medimate

M bio Diagnostic

Iquum

Great basin

Time

Alere

BD

Daktari

2016

Just released on the market

Founded in 2007

EPFL spin off

Raised 64.5M€

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.

Market structuration

Nevertheless, some standards couldappear for:

- Materials

- Interface between chips and externalworld

- Reagents storage

- Reagents deposition

- System for fluid management on chip(pumps, valves…)

Participants in Microfluidic consortium

Requirements and trends

CurrentMedicine

Increase Prevention through early diagnostic

Monitor drugs effects

Adapt the treatment and posology individually

PersonalizedMedicine

Microfluidic POC testing is an enabling

technology (cheap, fast, accurate) to do

this among others diagnostics methods

Microsystem Devices for Healthcare Applications2011 & 2018 market in M$EXECUTIVE SUMMARY

0

1000

2000

3000

4000

5000

6000

7000

2011 2012 2013 2014 2015 2016 2017 2018

BioMEMS and Microsystems for Life Science Market in $MRF 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

CAGR2013-2018=24%

44%

33%

28%

20%18%

13%11%

9%

4%2%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

1

CAGR2013-2018

Silicon Microphones Emerging MEMS Microfluidic chips

Flow meter Microdispensers Gyroscopes

Temperature sensors Optical MEMS and image sensors Pressure sensors

Accelerometers

CAGR2013-2018 by DeviceEXECUTIVE SUMMARY

$0 .5M->$3.1 M

$1.5 B->$5.2B

$58 M->$141M

$352 M->$802M

$13 M->$24M

$39 M->$66M

$81 M->$127 M$153 M->$189 M $46.9 M->$52.3M

Examples of Players by Device Technology (not exhaustive list)

Device Manufacturers Systems Manufacturers

Pressure sensors

Silicon Microphones

Accelerometers

Examples of Players by Device Technology (not exhaustive list)

Device Manufacturers Systems Manufacturers

Micro dispensers for

drug delivery

EmergingMEMS

Infrared temperature

sensors

Only at research level

today

Agri-Agro Food Production Chain

19

Emerging applications > Agri-Agro food market

In-field testing

Input

testing

Process

testing

Final product testing

Consumer

market

Tests

Production Chain

for Agri-Agro

Food productsTests

Tests

Tests

20

In-field testing Input testing Process testingFinal product

testing

User segments

Phytosanitary and seed

companies

Farmers

Agro-cooperatives

Food

manufacturers

Traders

Food manufacturers Food manufacturers

Food marketers

Retailers

Motivations

Prove raw material quality Control purchased

ingredients

Optimize the

quality/cost ratio

Economical drivers

Comply with safety

regulations

New technologies

demandMedium 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

Emerging applications > Agri-Agro food market

Testing Requirements Depend on the Step (1/2)

Inputs

Technologies and

Know-HowSystems

manufacturers

Mark

ets

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

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)

Pilars for exploitation

Concept

R&D to Create value Exploitating to Capture value

Copyright Paul Millier – EM Lyon – Yole Finance

IP

Demonstration kits

Production

Pilars for exploitation

Concept

R&D to Create value Exploitating to Capture value

Copyright Paul Millier – EM Lyon – Yole Finance

IP

Demonstration kits

Production

The 1st customer

The « Champion »

Structuring the innovation value chain

Applicative marketsResearch and technology

1 200 potential users and integrators of

smart solution

• Microelectronic

players

• Private Investors

About 60 supporting COWIN

• Research results

A fertile ecosystem for growth

Panel session

o Jean-Charles Garcia – CEO Picometrics

o Jörg Nesler – CEO bi-flow

o Theo Meerts - Senior Director External Innovations DSJanssen Research & Development, J&J

o Sebastien Cargou – Elvesys

o Eric Smith – CEO Biovolt

o Julie Guigal – Go Beyond

Yole Finance new activity under launch

Technologies and

Know-HowSystems

manufacturers

Mark

ets

Yole new activity:

Value generation for RTOs and start-up companies

Access to customers

Strategic positionning

Access to private funding

Contact

Géraldine Andrieux Gustin

Yole Finance Senior Partner

andrieux@yole.fr

+ 33 6 75 800 829

www.yole.fr

www.yolefinance.com

www.i-micronews.com