5 Mars kl. 8.30-10.00
Jenni Nordborg
Göran Andersson
Anna Sandström
Den svenska
Life Science industrin
1998-2012
Life Sciences…
evolutionary and iterative
innovation processes…
Take home messages…
• Research and export intensive industry…
• A few large companies are downsizing but
some segments are growing…
• Fewer SMEs…
• Increasing foreign ownership…
• New business models… and new
opportunities
Medical technology
• Collaboration with healthcare systems necessary for
innovation – throughout the innovation process and
product life cycle
• Emerging markets booming – stagnation in mature
markets
• Consolidation leading to oligopolistic markets
• Systems delivery
• SMEs increasingly partners, suppliers or acquired…
• Adjusting products to specific markets
Pharmaceuticals
Trends…
• Emerging markets booming – stagnation in mature
markets
• Patents expires – at unprecedented pace
• Generics (Biosimilars) – gaining ground
• Big Pharma downsizing – drastic reduction in employment
• M&A – Big Pharma mergers and acquisitions of SMEs
• Radical innovation – radical risks
• Unmet medical needs – e.g. pain, cancer, CNS
• New targets, new technologies – new opportunities
• Cost containment procedures
Pharmaceuticals
Reducing the risks…
• Orphan drugs
• Reformulation & New indications & Combinatory
medicine
• Downsizing in-house R&D
• Partnering; Big Pharma, SME, academia etc.
• Open platforms
• Personalised/stratified medicine using companion
diagnostics
Highest proportion of
R&D investments
[10%] * in relation to
employment
Highest proportion
of PhDs [18%] *
…and highest firm
participation in FP7**
Highest R&D
personnel proportion
[8%] in relation to
employment *
High value added
products
High exports in
relation to
employment
[7,7 % ]
The employment is
one third of
automotive and
less than one
fourth of ICT **
Characteristics
[proportion of Swedish industry]
* Pharmaceuticals compared to ‘automotive’ and ‘computers, electronics and optics’
-550
-70
-37
222
-88
125
29
-77
-203
-133
-239
39
-198
-24
48
-25
Development of employment
Total number of employees in 2012: 40 764
0
5 000
10 000
15 000
20 000
25 000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Number of employees
25 000
20 000
15 000
10 000
5 000
0
Relative change in
employment since 2009
[%]
In total: -5.2 percent in employment (-2 242 employees) since 2009
Assistive products for persons with disability
Information and communication tools
Radiation and imaging devices
Electromechanical medical devices
Anaesthetic and respiratory devices
Implantable devices - active and non-active
Healthcare facility products and single-use products
Agro-, environmental and food related biotechnology
Biotech production
Biotech tools and supplies
CRO
Biotech medical technology
In vitro diagnostics
Drug discovery, development, delivery and production
Absolute
change in
employment
since 2009
-4.1
38.9
-7.8
7.9
4.9
-3.0
-6.0
-19.7
-22.5
1.8
-18.7
-3.0
3.9
-0.4
-1563
-118
1998 2000 2002 2004 2006 2008 2010 2012
-20,1
AstraZeneca
AstraTech (US)
Dynamics
in recent
years…
AstraTech – Dentsply (US)
Q-Med – Galderma (CH)
St Jude Medical (US) – Malaysia
Phadia – Thermo Fisher Scientific (US)
Atos Medical (LU)
Cellartis – Cellectics (FR)
Sectra Mamea – Philips (US)
Duocort
Premacure AB
Gambro – Baxter (US)
Becton Dickinson (US) – Indien, Singapore
and Mexiko
Carmel Pharma (US) – Spanien
Cochlear (AU)
CLOSING OR DOWNSIZING IN SWEDEN:
NEW OWNER:
GROWING OR INVESTING:
Bactiguard (SE)
Elos Medtech (SE)
Elekta (SE)
St Jude Uppsala
Fresenius (DE)
Two companies in the Getinge group (SE)
– Kina och Polen
Nobel Biocare (CH)
– CH, US, CA
Octapharma (CH)
Mölnlycke (SE)
Recipharm (SE)
Cepheid AB (US)
Hemocue AB (US)
Vitrolife (SE)
Maquet (SE)
)
Carmel Pharma – Becton Dickinson (US)
41.8%
4.3%
2.6%
2.9%
7.6%
2.8%
1.8%
10.7%
8.4%
2.1%
5.8%
3.5%
2.7%
2.9 %
Exploratory R&D
Incremental
product
development
Consultancy
Manufacturing
No export
Some export
Significant export
Drug discovery, development, delivery and production
In vitro diagnostics
Biotech medical technology
CRO
Biotech tools and supplies
Biotech production
Agro-, environmental and food related biotechnology
Healthcare facility products and single-use products
Implantable devices - active and non-active
Anaesthetic and respiratory devices
Electromechanical medical devices
Radiation and imaging devices
Number of companies or corporate
groups with more than 250 employees in
Sweden each year 1998-2012
0
5
10
15
20
25
The development for each of the corporate
groups with > 250 employees in 2012 years
2007-2012
6232
1960
1867
1046
1008
964
775
714
680
677
534
487
491
407
393
362
350
308
296
293
253
0
2000
4000
6000
8000
10000
AstraZeneca
GE Healthcare Grp
Getinge Grp
Gambro
Fresenius Kabi
Dentsply
McNeil
St. Jude Medical
Recipharm Grp
Octapharma
Pfizer
Phadia
Apotek Produktion & Laboratorier AB
Nobel Biocare
Swedish Orphan Biovitrum
Q-Med
Mölnlycke Health Care
Hemocue
Cambrex
Attends Healthcare
Elekta group
Large companies and corporate groups
and the entire life science industry
Exploratory R&D Incremental product development Consultancy Manufacturing
No export Some export Significant export
Drug discovery, development, delivery and production In vitro diagnostics Biotech medical technology CRO
Biotech tools and supplies Biotech production
Agro-, environmental and food related biotechnology Healthcare facility products and single-use products Implantable devices - active and non-active Anaesthetic and respiratory devices
Electromechanical medical devices Radiation and imaging devices
Information and communication tools Assistive products for persons with disability
Exploratory R&D Incremental product development Consultancy Manufacturing
No export Some export Significant export Drug discovery, development, delivery and production In vitro diagnostics
Biotech medical technology CRO Biotech tools and supplies Biotech production
Agro-, environmental and food related biotechnology Healthcare facility products and single-use products Implantable devices - active and non-active Anaesthetic and respiratory devices Electromechanical medical devices Radiation and imaging devices Information and communication tools Assistive products for persons with disability
Malmö Helsingborg Lund Stockholm Solna Göteborg Mölndal Uppsala Danderyd Sundbyberg Drug discovery, development, delivery and production
In vitro diagnostics Biotech medical technology CRO
Biotech tools and supplies Biotech production
Agro-, environmental and food related biotechnology Healthcare facility products and single-use products Implantable devices - active and non-active Anaesthetic and respiratory devices Electromechanical medical devices Radiation and imaging devices Information and communication tools Assistive products for persons with disability
SME: Number of…
companies…
… and employees
0
100
200
300
400
500
600
700
800
50-250
10-49
1-9 employees
Number of companies
0
100
200
300
400
500
600
700
800
50-250
10-49
1-9 employees
Number of companies
Summary of results
• Decline in total – but some segments are growing
• A few mature companies are downsizing in Sweden –
dominating the decline
• Decrease in number of companies
• Foreign ownership increasing
• High participation in FP7
• High exports and R&D intensity
• ICT content and opportunities increasing
• New business models and organisation of R&D
• New technologies and opportunities
Exploratory R&D
Incremental
product
development
Consultancy
Manufacturing
No export
Some export
Significant export
Drug discovery, development, delivery and production
In vitro diagnostics
Biotech medical technology
CRO
Biotech tools and supplies
Biotech production
Agro-, environmental and food related biotechnology
Healthcare facility products and single-use products
Implantable devices - active and non-active
Anaesthetic and respiratory devices
Electromechanical medical devices
Radiation and imaging devices
Information and communication tools
Assistive products for persons with disability
Big Pharma
Mature
Medtech
“Bioeconomy”
Manufacturing
SME
Medtech
SME Pharma:
-Discovery
-Development
-Tools…
Prerequisites for: …attractive R&I environments …new ventures
…anchoring of mature companies … knowledge development
…a collaborative climate in the ecosystem
Challenges ahead for the Swedish
Life Science industry differs…
Government research and innovation
bill 2012
MEASURE
MSEK
2013
MSEK
2014
MSEK
2015
MSEK
2016
SCIENCE FOR LIFE LABORATORY
150
150
150
200
RESEARCH ON INFECTION AND
ANTIBIOTICS [VR]
40
75
75
75
RESEARCH ON AGEING AND HEALTH
[FORTE AND VR]
50
100
100
100
PHARMACEUTICAL DEVELOPMENT [KTH]
40
40
40
50
INSTITUTE FOR SUSTAINABLE PROCESS
DEVELOPMENT AND CATALYSIS [SP]
100
40
10
-
NATIONAL SUPPORT FOR COORDINATION
OF CLINICAL STUDIES
30
40
40
50
TACK!!!
Frågor?
Alla som intervjuats, regioner och branschorganisationer
som bidragit och alla andra bollplank i processen och som
läst utkast av rapporten…
Bild 20
-3000
-2000
-1000
0
1000
2000
3000
4000
5000
6000
-1000
-500
0
500
1000
1500
2000
2500
Value added per employee
Result after financial items [MSEK]
-1000
0
1000
2000
3000
4000
5000
6000
-1000
1000
3000
5000
7000
9000
Value added per employee
Net turnover per employee [kSEK]
Value added per employee / Net turnover per employee
Value added per employee / Result after financial items
Foreign-owned
companies
61% of employees
14% of companies
Exploratory R&D Incremental product development Consultancy ManufacturingNo export Some export Significant export
Drug discovery, development, delivery and production In vitro diagnostics Biotech medical technology CRO Biotech tools and supplies Biotech production
Agro-, environmental and food related biotechnology Healthcare facility products and single-use products Implantable devices - active and non-active Anaesthetic and respiratory devices
Electromechanical medical devices Radiation and imaging devices Information and communication tools Assistive products for persons with disability
Exploratory R&D Incremental product development Consultancy Manufacturing
No export Some export Significant export
Drug discovery, development, delivery and production In vitro diagnostics Biotech medical technology CRO
Biotech tools and supplies Biotech production
Agro-, environmental and food related biotechnology Healthcare facility products and single-use products Implantable devices - active and non-active Anaesthetic and respiratory devices
Electromechanical medical devices Radiation and imaging devices
Information and communication tools Assistive products for persons with disability