Healthcare-IT Business Strategy

Monday, January 29, 2018

The lines are beginning to Blurr!















RISE OF PRECISION MEDICINE AND PHARMACOGENOMICS

The lines are beginning to Blurr! between BioTech, Devices, Genetics, Genomics, Bioinformatics [GGB] and HealthTech, EHR, LIMS, RIS coupled with Digital, SMAC, IoT, AI, VR, CRM, Precision Medicine, Evidence Based Medicine, Population Health.

With the Apple Watch 4 having ECG and other vitals built-in and it being FDA class 2 medical device certified, is Apple now a Medical Device company? Whole ecosystem of ios developers are busy churning out medical devices on ios. Fitbit is having a wealth of breathing, circulation, cardiac, thermal, exercise and sleep data. Google, Moto and Samsung are Medical Device companies? as they are building an ecosystem of Medical Device capabilities on the Android platform. The lines are blurring faster than we think.

UnitedHealth Buys Large Doctors Group as Lines Blur in Health Care. UHG already owns Code Sets, RCM, Insurance, EHR, Big Data, AI...now Physician Offices too! An earlier Report by UHG in 2012 found Greater Use of Genetic Testing, but Half of Physicians Concerned About Their Lack of Familiarity with Genetic Tests. So UHG is Preparing for Precision Medicine?

CVS has been building retail Primary Care centres and Diagnostics in its Pharmacies. Now CVS is Purchasing Aetna! Obviously CVS wants to know genetic basis for the Diagnosis, PGx for the Drug Ordered, How much was Billed, Whats covered by Insurance...and going forward control the entire value chain. Highlights Critical Role of Precision Medicine and Consumer Experience in Healthcare.

John Hancock leaves traditional Life Insurance model behind to incentivize longer, Healthier lives; in other words turns the Life insurance model on its head and gets into Disease management and Precision medicine.

BD the injectable major, has acquired 21 companies across Devices, Supply Chain, Logistics, EMR, IoT, AI, Genomics etc.; CareFusion EHR for $12B; GenCell for Genomics; Bard Devices for $24B. What is an injectables company doing in EHR and Genomics?

Verily an Alphabet/Google company has deals with Medicxi $300M Genomics fund, GlaxoSmithKline, Sanofi, Novartis and J&J to apply novel technology. Verily is investing in areas ranging from Genomics, Bioinformatics, EMR, IoT, AI, disease management to robotic surgery. Calico another Biotech company from Google wants to beat aging and apoptosis. Google makes AI tool for precision medicine open source. What is going on...an Internet company in EHR, Drug R&D, Medical Devices and Genomics?

Quest Diagnostics is a Diagnostics giant from North America with a market Cap of $12.47 Billion. Has made 19 Acquisitions including Celera Genomics for $671 million in 2011. Celera did the Human Genome project in US. Quest is now acting as a investment fund. They have made their first series A investment in Lemonaid Health. What is a Diagnostic Lab doing in EHR and Genomics?

Big Pharma: The most active pharma investors in Genomics, BioTech, DigitalHealth since 2014 are Novartis, Johnson & Johnson, GlaxoSmithKline, Pfizer, and Celgene. J&J investing heavily into Genomics R&D through its PRD, JLABS, Jansen vehicles. $914M Series B of GRAIL with participation from Johnson & Johnson, Merck, Bristol-Myers Squibb, and Celgene. In a distant second, Verily and Sanofi took a $500M minority stake in Onduo in September 2016. Some of the Oncology investments are $474M Series F of Moderna Therapeutics, and the $320M Series A of Immunocore. Pharma majors extending into Genomics is logical for Drug R&D; but this is getting into clinical decision making and heading towards Precision Medicine! The same was validated again by the Pharma and Genetics/Genomic company announcements in H1 of 2018. Roche acquired Flatiron EHR and MySugr App for complete Genomics based Diabetes Disease management. Novartis, Sanofi, BMS are also shifting to Precision medicine, Pharmacogenomics, Data and Digital.

Takeda is 230 years old Pharma giant from Japan. Focus is oncology, gastroenterology, and the central nervous system, as well as vaccines. The focus is shifting to Genomics, BioTech and HealthTech Devices.

Color Genomics has raised $80 million more, bringing its funding total to $150 million. The company is planning to move beyond genetics into preventative health more broadly. 23andMe gets $300 Million boost from GlaxoSmithKline to develop new drugs for precision medicine.

Deep Genomics is applying AI to GGB data. Got $13M Series A funding. Ever since my work on Bioinformatics in 1999 to 2003 we have said Human brain and current technology cant fathom the depths of the data unleashed by the Human Genome project and the Proteomics thereafter. Obviously machine learning and EHR now come to fill the gap.

Grail Liquid Biopsy: GRAIL aims to develop a blood test to detect cancer early before symptoms appear. Grail has raised $1.1 billion, a sum that puts it among the top three most heavily funded private biotech companies, according to EvaluatePharma. Investors include Illumina, Johnson & Johnson, and Amazon founder Jeff Bezos. What is going on...why a Pharma major and an eCommerce/Cloud company funding a major BioTech device company?

Genentec was a $2B IPO in 1999. Now acquired by Roche, a $210B Market Cap Pharma major. Roche has made 38 acquisitions; The focus is shifting to Genomics, BioTech and HealthTech space.

Quintiles CRO have been consolidating GGB portfolio. Omicia software bought Spiral NGS.

Macrogen is a Korean Service provider on Genome research - sequencing, Oligo, Microarrays, Mouse models, Bioinformatics, Genetic Diagnostics, PGx. Strength is the proprietary Asian Genomic Databases, Process and Devices.

Illumina [China] has the Databases, Processes and Devices for DNA and RNA sequencing, Microarrays. Has built the map of gene variations associated with health, disease, and drug response. Trying to understand the clinical significance of the genome. What causes a cancer cell to mutate? What is the origin of a puzzling disease? Is it possible to prevent the next outbreak?

“Illumina and IBM announced that they would be bundling IBM’s Watson Genomics product with Illumina’s TruSight Tumor 170, a tool used to help match very sick cancer patients with drugs that might help them” – Forbes JAN 9, 2017.

EONE-DIAGNOMICS Genome Center [EDGC] is an international joint venture established in 2013 between Eone Life Science Institute in Korea and DiagnomicsInc in California, USA. Eone Life Science provides 30 years know-how and experience in clinical diagnostics reference lab expertise in Korea, and Diagnomics contributes cutting edge genomics and next generation sequencing expertise from USA to revolutionize next generation healthcare from personalized medicine.

BGI Genomics provides next generation sequencing services and a portfolio of genetic tests for medical institutions, research institutions, and other public and private partners. It offers DNA, RNA, and customized sequencing services.

Thermo Fisher Scientific, Agilent, Mettler-Toledo and PerkinElmer [TAMP] Lifesciences is making Facebook, Amazon, Netflix and Google [FANG ] Internet stocks look dull.

Labels: , ,

9 Comments:

Post a Comment

Subscribe to Post Comments [Atom]



<< Home