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Brazilian healthcare market 6 13-12

M
Mikihaim

Brazil's healthcare market is poised for significant growth driven by multiple factors. The expansion of the middle class will increase the number of insured people in Brazil. Increased availability of generic drugs and biosimilars will make medications more accessible. Government investments and initiatives like SUS aim to improve and expand healthcare access. Rapid disease burden growth areas include obesity, diabetes, cancer and hypertension. Overall, Brazil's complex but evolving healthcare system and market represent a major opportunity for both existing players and new entrants.

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Is Brazil the Next Big Thing in Healthcare? Healthcare? Complex Brazilian Healthcare Market Poised for Growth Willian Fujioka, Industry Analyst Healthcare June 13, 2012 息 2012 Frost & Sullivan. All rights reserved. This document contains highly confidential information and is the sole property of Frost & Sullivan. No part of it may be circulated, quoted, copied or otherwise reproduced without the written approval of Frost & Sullivan.
Todays Presenter Functional Expertise 7 years of market intelligence expertise within the pharmaceutical industry and Frost & Sullivan. Particular expertise in: - Conducting qualitative and quantitative primary market researches - Creating and designing market reports and executive dashboards with secondary data (sales and prescriptions) - Developing competitive intelligence environment and analyzing business development opportunities - Planning and implementing datamining and business intelligence projects Willian Fujioka - Managing sales force effectiveness activities Industry Analyst, Healthcare Industry Expertise 7 years in the Healthcare sector, mainly: Frost & Sullivan - Cardiology Latin America S達o Paulo - Respiratory - Dermatology - Gynecology - CNS - Oncology 2
Agenda Why is this a HUGE Growth Opportunity? Lets understand what will build this outstanding scenario = Lets look beyond ... the expansion of the C-class ... the non-branded generic drugs ... the Brazilian Unified Health System (SUS) ... the premium hospitals ... hypertension and epidemics The key take-away 3
Why is this a HUGE Growth Opportunity? Brazil has turned into a focus point globally 4
Why is this a HUGE Growth Opportunity? and when we look a little closer, Healthcare shines. CAGR 2011 2015 2011-2015 GDP1 $2.49 trillion $2.87 trillion 3.6% Healthcare Market2 $32.50 billion $52.30 billion 12.6% Sources: 1. IMF World Economic Outlook Database Apr 2012, GDP, current prices; 2. Frost & Sullivan analysis. 5
Lets understand what will build this outstanding scenario Rise of the midde class Emerging of Generics Healthcare IT Investments Heavy disease from burden government 6
Lets look beyond the expansion of the C-class Distribution of Population per Economic Class1, Brazil, 2003-2014 Economic Class 2003 2011 2014 A/B 13.3 22.5 29.1 C 65.9 105.4 118.0 D/E 96.2 63.5 48.9 Number of Insured People and Total Population Coverage Rate2, Brazil, 2003-2011 50.0 45.7 47.6 40.0% Total population coverage Insured people (Millions) 40.8 42.1 37.0 38.8 35.0% 40.0 33.7 35.0 31.8 30.0% 30.0 25.0% 20.0% rate 20.0 24.0% 25.0% 15.0% 19.8% 20.5% 21.5% 22.0% 18.0% 18.8% 19.0% 10.0% 10.0 5.0% 0.0 0.0% 2003 2004 2005 2006 2007 2008 2009 2010 2011 Sources: 1. FGV; 2. ANS. 7
Lets look beyond the non-branded generic drugs Non-branded generics Biosimilars: Other Branded Pharma and recent and segments generics Biotech upcoming regulation Low-cost versions with similar value: easier to Blockbusters use/maintain, patent produced locally expiries etc. 8
Lets look beyond SUS SUS: Brazilian Unified Health System Based on the Federal Constitutions principles of health, which consider healthcare to be a citizens right and the states duty. Central purpose: to provide universal, integrated, and egalitarian access to high-quality healthcare. The policy-making comprises executive bodies, social participation and intermanagerial committees in federal, state and municipal levels. Popular Pharmacy Up to 90% reimbursement from government to pharmacies, for drugs that treat +10 chronic diseases. 100% reimbursement for hypertension, diabetes and asthma (just included). Multiannual Plan (2012-2015), from Ministry of Planning Main objective: Expansion, Development and Improvement of SUS $175.96 billion budget Investment Program for Health Industrial Complex, from Ministry of Health Main objective: Create 20 PPPs with technology transfers to produce locally biosimilars and medical devices $1.11 billion budget 9
Lets look beyond the premium hospitals Overall pressure for more productivity in hospitals Modernization Aggressive of public expansion of big infrastructure private groups Emerging of Healthcare IT National Plan for Boom of Universal smartphones Broadband and tablets: Connection m-Health International accreditation certificates Medical Tourism 10
Lets look beyond hypertension and epidemics Main Trends for Top Health Disorders and Causes of Death1, Brazil, 20112015 Health of mothers and children Maternal mortality Slow decline Preterm delivery Increasing Infectious diseases Dengue Seasonal epidemics Visceral leishmaniasis Increasing Non-communicable diseases Overweight/obesity Rapid increase Diabetes Increase Hypertension High prevalence, still increasing Psychiatric diseases High prevalence Asthma High prevalence Cancers of the breast, lung, prostate, and colon Increasing Tobacco use Declining but still at unacceptable levels Excessive use of alcohol Declining but still at unacceptable levels More than 2.0 million new cancer cases2 are expected by 2015 Sources: 1. Lancet; 2. INCA. 11
The key take-away Yes, Brazil is a big thing in Healthcare, with opportunities for all segments and not only current players in Healthcare industry. Pharma and Biotech Specific Local Companies Drivers Multinational Medical Devices Companies Specific Drivers Overall Healthcare IT Opportunities Drivers Specific Drivers Medical Imaging Healthcare Specific Players Drivers Non-Healthcare Clinical Diagnostics Players 12
Next Steps Develop Your Visionary and Innovative Skills Growth Partnership Service Share your growth thought leadership and ideas or join our GIL Global Community Join our GIL Community Newsletter Keep abreast of innovative growth opportunities 13
Your Feedback is Important to Us What would you like to see from Frost & Sullivan? Growth Forecasts? Competitive Structure? Emerging Trends? Strategic Recommendations? Other? Please inform us by Rating this presentation. 14
Follow Frost & Sullivan on Facebook, LinkedIn, 際際滷Share, and Twitter http://www.facebook.com/FrostandSullivan http://www.linkedin.com/companies/4506 http://www.slideshare.net/FrostandSullivan http://twitter.com/frost_sullivan 15
For Additional Information Britni Myers Reenita Das Corporate Communications Senior Vice President Healthcare Healthcare (210) 477-8481 (408) 857-9386 Britni.myers@frost.com rdas@frost.com Allison Tucker Sales Manager Healthcare (210) 247-2462 Allison.tucker@frost.com 16

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Brazilian healthcare market 6 13-12

  • 1. Is Brazil the Next Big Thing in Healthcare? Healthcare? Complex Brazilian Healthcare Market Poised for Growth Willian Fujioka, Industry Analyst Healthcare June 13, 2012 息 2012 Frost & Sullivan. All rights reserved. This document contains highly confidential information and is the sole property of Frost & Sullivan. No part of it may be circulated, quoted, copied or otherwise reproduced without the written approval of Frost & Sullivan.
  • 2. Todays Presenter Functional Expertise 7 years of market intelligence expertise within the pharmaceutical industry and Frost & Sullivan. Particular expertise in: - Conducting qualitative and quantitative primary market researches - Creating and designing market reports and executive dashboards with secondary data (sales and prescriptions) - Developing competitive intelligence environment and analyzing business development opportunities - Planning and implementing datamining and business intelligence projects Willian Fujioka - Managing sales force effectiveness activities Industry Analyst, Healthcare Industry Expertise 7 years in the Healthcare sector, mainly: Frost & Sullivan - Cardiology Latin America S達o Paulo - Respiratory - Dermatology - Gynecology - CNS - Oncology 2
  • 3. Agenda Why is this a HUGE Growth Opportunity? Lets understand what will build this outstanding scenario = Lets look beyond ... the expansion of the C-class ... the non-branded generic drugs ... the Brazilian Unified Health System (SUS) ... the premium hospitals ... hypertension and epidemics The key take-away 3
  • 4. Why is this a HUGE Growth Opportunity? Brazil has turned into a focus point globally 4
  • 5. Why is this a HUGE Growth Opportunity? and when we look a little closer, Healthcare shines. CAGR 2011 2015 2011-2015 GDP1 $2.49 trillion $2.87 trillion 3.6% Healthcare Market2 $32.50 billion $52.30 billion 12.6% Sources: 1. IMF World Economic Outlook Database Apr 2012, GDP, current prices; 2. Frost & Sullivan analysis. 5
  • 6. Lets understand what will build this outstanding scenario Rise of the midde class Emerging of Generics Healthcare IT Investments Heavy disease from burden government 6
  • 7. Lets look beyond the expansion of the C-class Distribution of Population per Economic Class1, Brazil, 2003-2014 Economic Class 2003 2011 2014 A/B 13.3 22.5 29.1 C 65.9 105.4 118.0 D/E 96.2 63.5 48.9 Number of Insured People and Total Population Coverage Rate2, Brazil, 2003-2011 50.0 45.7 47.6 40.0% Total population coverage Insured people (Millions) 40.8 42.1 37.0 38.8 35.0% 40.0 33.7 35.0 31.8 30.0% 30.0 25.0% 20.0% rate 20.0 24.0% 25.0% 15.0% 19.8% 20.5% 21.5% 22.0% 18.0% 18.8% 19.0% 10.0% 10.0 5.0% 0.0 0.0% 2003 2004 2005 2006 2007 2008 2009 2010 2011 Sources: 1. FGV; 2. ANS. 7
  • 8. Lets look beyond the non-branded generic drugs Non-branded generics Biosimilars: Other Branded Pharma and recent and segments generics Biotech upcoming regulation Low-cost versions with similar value: easier to Blockbusters use/maintain, patent produced locally expiries etc. 8
  • 9. Lets look beyond SUS SUS: Brazilian Unified Health System Based on the Federal Constitutions principles of health, which consider healthcare to be a citizens right and the states duty. Central purpose: to provide universal, integrated, and egalitarian access to high-quality healthcare. The policy-making comprises executive bodies, social participation and intermanagerial committees in federal, state and municipal levels. Popular Pharmacy Up to 90% reimbursement from government to pharmacies, for drugs that treat +10 chronic diseases. 100% reimbursement for hypertension, diabetes and asthma (just included). Multiannual Plan (2012-2015), from Ministry of Planning Main objective: Expansion, Development and Improvement of SUS $175.96 billion budget Investment Program for Health Industrial Complex, from Ministry of Health Main objective: Create 20 PPPs with technology transfers to produce locally biosimilars and medical devices $1.11 billion budget 9
  • 10. Lets look beyond the premium hospitals Overall pressure for more productivity in hospitals Modernization Aggressive of public expansion of big infrastructure private groups Emerging of Healthcare IT National Plan for Boom of Universal smartphones Broadband and tablets: Connection m-Health International accreditation certificates Medical Tourism 10
  • 11. Lets look beyond hypertension and epidemics Main Trends for Top Health Disorders and Causes of Death1, Brazil, 20112015 Health of mothers and children Maternal mortality Slow decline Preterm delivery Increasing Infectious diseases Dengue Seasonal epidemics Visceral leishmaniasis Increasing Non-communicable diseases Overweight/obesity Rapid increase Diabetes Increase Hypertension High prevalence, still increasing Psychiatric diseases High prevalence Asthma High prevalence Cancers of the breast, lung, prostate, and colon Increasing Tobacco use Declining but still at unacceptable levels Excessive use of alcohol Declining but still at unacceptable levels More than 2.0 million new cancer cases2 are expected by 2015 Sources: 1. Lancet; 2. INCA. 11
  • 12. The key take-away Yes, Brazil is a big thing in Healthcare, with opportunities for all segments and not only current players in Healthcare industry. Pharma and Biotech Specific Local Companies Drivers Multinational Medical Devices Companies Specific Drivers Overall Healthcare IT Opportunities Drivers Specific Drivers Medical Imaging Healthcare Specific Players Drivers Non-Healthcare Clinical Diagnostics Players 12
  • 13. Next Steps Develop Your Visionary and Innovative Skills Growth Partnership Service Share your growth thought leadership and ideas or join our GIL Global Community Join our GIL Community Newsletter Keep abreast of innovative growth opportunities 13
  • 14. Your Feedback is Important to Us What would you like to see from Frost & Sullivan? Growth Forecasts? Competitive Structure? Emerging Trends? Strategic Recommendations? Other? Please inform us by Rating this presentation. 14
  • 15. Follow Frost & Sullivan on Facebook, LinkedIn, 際際滷Share, and Twitter http://www.facebook.com/FrostandSullivan http://www.linkedin.com/companies/4506 http://www.slideshare.net/FrostandSullivan http://twitter.com/frost_sullivan 15
  • 16. For Additional Information Britni Myers Reenita Das Corporate Communications Senior Vice President Healthcare Healthcare (210) 477-8481 (408) 857-9386 Britni.myers@frost.com rdas@frost.com Allison Tucker Sales Manager Healthcare (210) 247-2462 Allison.tucker@frost.com 16