4 nov 2010: presentation roland lageveen on biotechnology in the nl
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LìfeSciencesHealth, a shining future?
Dr. Roland Lageveen
CEO IQ Corporation
Biotechnology in the Netherlands
The Dutch life sciences and health innovation cluster (LSH) builds upon a strong knowledge base
Strong national cluster: First rate academia, hundreds of SME’s, multinational med- & biotech and Pharma, all within a 120 mile radius
Focal points around:- Amsterdam/Leiden/Rotterdam/Utrecht- Groningen- Wageningen/Nijmegen - Eindhoven/Maastricht
World class:– Two Dutch clusters are in the global
Top 40 and the European Top 15 for biotech patent applications.
120 mile radius
Excellent biobanks and ‘real life’ datainfrastructure
Global players & very high
concentration of SMEs
• Impact publications number 4
• Publication productivity number 2
• Patent productivity number 1
…with excellent output levels 2,5% of world science output
www.worldmapper.org
Source: OECD, Biotechnology Statistics 2009
…and a good biotechnology patent productivity too…
patent productivity number 1
Health-related life sciences: an important sector in the Dutch economy
Drugs – 430 companies; EUR 12 bn revenues; 37,000 FTE
Diagnostics– 390 companies; EUR 2.7 bn revenues; 12,000 FTE
Biomedical Engineering and Devices – 75 companies; EUR 0.4 bn revenues; 2,200 employees
Other – 40 companies, EUR 0.8 bn revenues
Health-related life sciences: 935 companies – 150 highly innovative; EUR 15.9 bn output (3% of GDP); 54,600 FTE
Source: EIM study for EZ [2006], Voorstel LSG [2006]
5 of the top 10 European biotech deals are with Dutch companies, with a total value exceeding USD 2 billion
However….
…but a low performance on innovation & entrepreneurship and applications
1 Finland2 Finland3 Finland Finland4 Finland United Kingdom567 United Kingdom8 The Netherlands9 United Kingdom
10 The Netherlands The Netherlands111213 United Kingdom1415 United Kingdom161718 The Netherlands The Netherlands
Innovation drivers
Knowledgecreation
Innovation &Entrepreneurship
ApplicationsIntellectual
Property
Source: European Innovation Scoreboard 2006
Aggregate uptake of 13 innovative first-line products
(launched between January 2004 - June 2008)
0,00
0,04
0,08
0,12
0,16
0 1 2 3 4 5 6 7 8 9 10 11 12
Months after launch
Unit
volu
me p
er
capit
a
Belgium
Denmark
France
Germany
Netherlands
Switzerland
UK
After UK, the Netherlands has 2nd lowest market uptake of innovative medicines
Nyenrode Biotech Outlook: The performance of Dutch cluster is low but improving
Investments in PPPs are huge, but will decline
Source: PPP websites; Senternovem; Ministery of Economic Affairs
PPP programs – duration and total investment
Investment in time [EUR m] (committed 2003-2007)
1) Includes also non-health related investments
11100908 150706 141312
NGI 5001)
TI Pharma 240CTMM 400
90dpte
SCDD 18Cyttron 18Parelsnoer 67LifeLines 5
Program [EUR m]
Neuro-BSIK7BioMaDe23TREND28Arthrosite24Braingain
BMM
26Mol Im Heart 20
24NIMIC25TERM50
248263257
??
Committed
FES 2009
2007 2008 2009 2010 2011 2012 2013 2014 2015
Taken to the next level…
…momentum lost?
…or… 182
4234
110 0
The government recognizes life sciences as ‘topgebied’, next to food & flowers and chemicals
The government recognizes life sciences but their budgets ......
• Wbso higher• Tax lower
But: • No specific programs• No FES funding• No vision
The international environment is changing…..
15
The big Pharma challenge: R&D expenditure goes up, output in new medicines goes down
0
40
80
120
0
20
40
60
Source: PhRMA, FDA
R&D investments
R&
D in
vest
men
t [U
SD
bill
ion]
FDA approved new medicines
FD
A approved new
medicines [#]
R&D investments [USD billions] versus output [approved new medicines]
Development of a new drug has become more complex: safety & efficacy are the two main issues
Costs to develop one new drug have become approximately EUR 1 billion
November 2007: Schering-Plough buys Organon for USD 14.4 bn
November 2009:Schering-Plough and Merck merge, Merck (MSD in Europe) pays USD 41.1 bn
March 2009:Roche buys remaining 44% of shares in Genentech for USD 46.8 bn
January 2009:Wyeth merges with Pfizer, Pfizer pays USD 68 bn
September 2009:Abbott buys Solvay Pharmaceuticals from Solvay paying USD 6.6 bn
Reducing costs and filling pipelines are two main drivers for consolidation in big Pharma
Examples of mergers and acquisitions in big Pharma
...with a major impact on the Netherlands
Organon Solvay Crucell
At the same time big Pharma tries to fill its pipelines by increasing external R&D activities
Company Turnover R&D % of turnover
Highlights of R&D strategy
GSK (2009) GBP 28.4 bn 4.1 bn 14%Increase the percentage of external R&D from 33% to 50%
Merck (MSD, 2007) USD 26.8 bn 4.9 bn 18%
Target to realize 25% of early pipeline via ‘External Basic Research program’ in the next 3-5 years
AstraZeneca (2008) USD 31.6 bn 5.2 bn 16%
Move from ‘research’ to ‘search’: RoI of dollars spent on external R&D is 3 times higher than internally spent
Source: annual reports and websites GSK, Merck, and AstraZeneca, and Morgan Stanley report on AZ
Examples from three major Pharma companies with highlights of their R&D strategy
The changing environment holds opportunities for the
Netherlands….
Societal, technological and stakeholder trends holds opportunities for the Netherlands
Dutch business environment and government innovation policy
Societal trends1
15%
2010
20%
2020
24%
2030
26%
2040
% population >65 years in the Netherlands
Technological trends
Bio-artificial kidney
Stakeholder trends3
4
2
Marketing/ sales
Production company
Technology provider
Clinical research company
• Ageing• Unhealthy lifestyle• Demand for high quality of life
Increased burden on the healthcare system
New technologies promise:• Early diagnosis• Targeted delivery of drugs• Personalized medicine
• Specialization• Networks• Open innovation
• Promising business environment• Life sciences anchored on short term in government innovation policy• Pitfall is lack of continuity in policy
The Netherlands has a good start position to turn into an international breeding ground for new businesses
Increasing demand for innovations
Increasing specialization
Strong Dutch knowledge base
Highly educated people
Strong innovation infrastructure
Growing industry
Internationally competitive breeding ground for new business in life sciences and health
+
+
+
+
=
+
OPPORTUNITY TO BECOME
How can we grab the opportunities ?
A clear challenge for the Dutch sector: big and small, clinical and pre-clinical, public and private, branch organizations now have to join forces
Generation Translation Delivery
BUILD BENEFITBUNDLE
…with a technology push…
…resting on a strong knowledge base…
…delivering continuously
…
…acting as a well oiled engine…
…with a strong
industry pull
A healthy pipeline…
Creating a healthy pipeline by building true partnerships
Invest on an annual basis with a stable budget for a longer period instead of incidental impulse financing
130
263248
2007 2008 2009 2010 2011 2012 2013 2014 2015
Taken to the next level…
…momentum lost?
…or… 182
4234
110 0
The sector should take responsibility for a long term strategy
Improve the LSH climate
• Creating a SME friendly environment fostered by a government with long term vision and a positive LSH attitude
• Remove regulation hurdles• Focus on value creation in the reimbursement
evaluation procedure• Increase the availability of human resources• Improve entrepreneurial skills• Make EC’s “Innovation Union” work for us, in funding
R&D and matching VC• Market the Netherlands internationally as one unique
life sciences region
Keep effective, successful instruments up and running
For example: ‘Innovatiekrediet’
1 euro credit loan… generates 2 euro private investment
2009: 13 mln. + 26 mln. = 39 mln.
+
Stakeholders should team up to realize these goals
• The knowledge base: UMC’s and Universities• The industry: small and large• The financing world• The branch organizations• Patient organizations• Health care providers• Health insurers • ….
One voice one message ….….. show our successes!
Dutch Masters in Life Sciences Health, …..The Dutch Innovation
Biotechnology in the Netherlands
LSH a shining future?
Let’s team up to make it happen together
Dr. Roland Lageveen
CEO IQ Corporation
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