create value capture value deliver value · barrier to entry for new entrants 78.1% 5% 5% 5% 7.2%...

1
Strategy for Service Menu Development Create Value Customer Decision Making Capture Value Strategic Resources Deliver Value Vertical Competition Ehimwenma Nosakhare, Jacalyn Bedard, Khalid Aljabri And Prem Sharma Medication Adherence - $2.1B by 2021 US Market Size and Growth for Medication Adherence, 17.5% CAGR* $ Millions 0 550 1100 1650 2200 2015 2016 2021 2,141 954 883 70% 5% 10% 15% Omnicell - $260M Phillips - $173M Proteus Digital Health Inc. - $87M Others (>50 smaller regional companies) - $1217M Competitive Landscape Data privacy and security Accuracy and consistency of data Regulatory issues Barrier to Entry for new entrants Chronic Care Management - $5B by 2030 Quest’s CCM services like nurse care coordinators and comprehensive reports of patient’s care Walmart’s grocery section to adhere to diet MyQuest mobile app Cardio IQ program Barrier to Entry for new entrants Number of people living with >2 chronic conditions, in millions Number of People, Millions 0 20 40 60 80 2016 2030 Competitive Landscape Few small local players but no major competitors. Corporate Wellness - ~$7B by 2022 Hiring and retaining the workforce needed. E.g, nutritionists and physical therapists Acquiring technology needed to collect and analyze data Ability to demonstrate return on investment Barrier to Entry for new entrants 78.1% 5% 5% 5% 7.2% ComPsych Corp. Optum Health Inc. - < 5% Beacon Health Ceridian HCM Inc. - < 5% Other Competitive Landscape US Market Size $ Millions 6700 6775 6850 6925 7000 2018 2020 2022 6,973 6,860 6,767 80.4% 1% 3% 6% 9.3% Teladoc Inc. - $172.7M Global Med - $116.7M Carenet Health Service - $47.5M Intouch Health - $26.6M Other Competitive Landscape Telehealth - $4.8B by 2021 Quest’s CCM services like nurse care coordinators and comprehensive reports of patient’s care Walmart’s grocery section to adhere to diet MyQuest mobile app Cardio IQ program Barrier to Entry for new entrants Sleep Management - $8.5B by 2022 Recruiting highly skilled workforce Understanding legislation surrounding healthcare coverage Solid understanding of health insurance policies Procurement of specialist equipment Barrier to Entry for new entrants Competitive Landscape Few small local players but no major competitors. US Market Size $ Millions 7000 7500 8000 8500 9000 2018 2020 2022 8,841 8,261 7,667 US Market Size $ Millions 0 1250 2500 3750 5000 2015 2016 2021 4,779 1,655 1,327 Healthcare Lab Fall 2017

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Page 1: Create Value Capture Value Deliver Value · Barrier to Entry for new entrants 78.1% 5% 5% 5% 7.2% ComPsych Corp. Optum Health Inc. - < 5% Beacon Health Ceridian HCM Inc. - < 5% Other

Strategy for Service Menu Development

Create Value Customer Decision

Making

Capture Value Strategic Resources

Deliver ValueVertical Competition

Ehimwenma Nosakhare, Jacalyn Bedard, Khalid Aljabri And Prem Sharma

Medication Adherence - $2.1B by 2021US Market Size and Growth for Medication Adherence,

17.5% CAGR*

$ M

illion

s

0

550

1100

1650

2200

2015 2016 2021

2,141

95488370%

5%10%

15%

Omnicell - $260MPhillips - $173MProteus Digital Health Inc. - $87MOthers (>50 smaller regional companies) - $1217M

Competitive Landscape

• Data privacy and security • Accuracy and consistency of data • Regulatory issues

Barrier to Entry for new entrants

Chronic Care Management - $5B by 2030• Quest’s CCM services like nurse care

coordinators and comprehensive reports of patient’s care

• Walmart’s grocery section to adhere to diet

• MyQuest mobile app • Cardio IQ program

Barrier to Entry for new entrantsNumber of people living with >2 chronic

conditions, in millions

Num

ber o

f Peo

ple,

M

illion

s

0

20

40

60

80

2016 2030

Competitive LandscapeFew small local players but no major

competitors.

Corporate Wellness - ~$7B by 2022• Hiring and retaining the workforce

needed. E.g, nutritionists and physical therapists

• Acquiring technology needed to collect and analyze data

• Ability to demonstrate return on investment

Barrier to Entry for new entrants

78.1%

5%5%

5%7.2%

ComPsych Corp. Optum Health Inc. - < 5%Beacon Health Ceridian HCM Inc. - < 5%Other

Competitive Landscape

US Market Size

$ M

illion

s

6700

6775

6850

6925

7000

2018 2020 2022

6,973

6,860

6,767

80.4%

1%3%6%

9.3%

Teladoc Inc. - $172.7M Global Med - $116.7MCarenet Health Service - $47.5M Intouch Health - $26.6MOther

Competitive LandscapeTelehealth - $4.8B by 2021• Quest’s CCM services like nurse care

coordinators and comprehensive reports of patient’s care

• Walmart’s grocery section to adhere to diet

• MyQuest mobile app • Cardio IQ program

Barrier to Entry for new entrants

Sleep Management - $8.5B by 2022

• Recruiting highly skilled workforce • Understanding legislation surrounding

healthcare coverage • Solid understanding of health insurance

policies • Procurement of specialist equipment

Barrier to Entry for new entrantsCompetitive Landscape

Few small local players but no major competitors.

US Market Size

$ M

illion

s

7000

7500

8000

8500

9000

2018 2020 2022

8,841

8,261

7,667

US Market Size

$ M

illion

s

0

1250

2500

3750

5000

2015 2016 2021

4,779

1,6551,327

Healthcare Lab Fall 2017