aal investment forum 2010 - aal market opportunities for the venture capitalist

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Anecdo AAL Investment Forum 14 – 15th September 2010 Odense Less of the same In search for new opportunities www.mm.dk Anecdotes about pyramides and skyscrabers Economics and needs The new patient Habits and change of habits - selfmonitoring Internet and health Connectivity

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Jens Reiermann, Mandag Morgen, Denmarkhttp://www.aal-invest.eu/page/speaker-profiles-kenneth-1

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Page 1: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

AnecdoAAL Investment Forum

14 – 15th September 2010

Odense

Less of the sameIn search for new opportunities

www.mm.dk

• Anecdotes about pyramides and skyscrabers• Economics and needs• The new patient• Habits and change of habits - selfmonitoring• Internet and health• Connectivity

Page 2: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Less of The Same 14. September 2010

A story of pyramides, I

Here, in Ghiza, we will find one of the seven wonders of the world, Pharaoh Khufus pyramid. He ruled Egypt for 23 years, back in the middle of the 26th century BC. It took around 20 years to build it.

The pyramides are famous – and is a well-known figure

www.mm.dk

Egypt 2560 BC

Page 3: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Less of The Same 14. September 2010

A story of pyramides, IAt peri corem sitatqu iassequam eos et plit est, quis

dit, officati delles volorrovit modis dis autatem possum

volupta vide eles ma dolecta vendis eatiuntur? Olo et

volupta ssimin coria voluptatas exped qui omnihil eum

istem is quatio berferspel explia quae sum aut venis et

mo te aut molupta tuscianis maiorpo rumquos eatemo

blanimus dolore volorum aut estrum amenihil moditia

sperror ecture nonsequae natem. Edis dolore

noneceate

www.mm.dk

This is another pyramid, it is also wellknown, and it depicts a population. Its figure depends upon the rate of birth, the rate of death and the rate of immigration and emigration.

Egypt is a country, with a high rate of both birth and death.

We are looking at a population pyramid whith a classic shape.

We now, that Khufus pyramid has existed for some 4500 years. The population pyramid can be shortlived.

Egypt 2010 AC

Page 4: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Nam, sequideliam repeliq uatemo et quo qui omnihicate

modi non cus voluptat opta esequi dissuntiis resti odi ducit

mos duntibus ad mint, officia ntector poribusci beaquo

officte mporpos sequamet alit labores simporerum

hilignimus nis nimolectet quiaecerfere la voluptatius,

voluptatenis essita dolupid qui alibeat estrum cum is

explaccus si te plitati non etur, quatus, conem nihitasimus

aut hilis aut aut aspeliq uidest faccabo rempedit omnis et

experumetur amenimp orporibusti qui od ut occusape

nonsequiaepe quam dolest estiaer chill.

A story of pyramides, IIAt peri corem sitatqu iassequam eos et plit est, quis

dit, officati delles volorrovit modis dis autatem possum

volupta vide eles ma dolecta vendis eatiuntur? Olo et

volupta ssimin coria voluptatas exped qui omnihil eum

istem is quatio berferspel explia quae sum aut venis et

mo te aut molupta tuscianis maiorpo rumquos eatemo

blanimus dolore volorum aut estrum amenihil moditia

sperror ecture nonsequae natem. Edis dolore

noneceate

www.mm.dk

Denmark 2010 BC -4,00 -3,00 -2,00 -1,00 0,00 1,00 2,00 3,00 4,00

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5-9

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95-100

over 100

2010 2050

Less of The Same 14. September 2010

Page 5: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Revised story

www.mm.dk

-4,00 -3,00 -2,00 -1,00 0,00 1,00 2,00 3,00 4,00

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5-9

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25-29

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40-44

45-49

50-54

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60-64

65-69

70-74

75-79

80-84

85-89

90-94

95-100

over 100

2010 2050

Less of The Same 14. September 2010

Page 6: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Revised story

-4,00 -3,00 -2,00 -1,00 0,00 1,00 2,00 3,00 4,00

0-4

5-9

10-14

15-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65-69

70-74

75-79

80-84

85-89

90-94

95-100

over 100

2010 2050

Less of The Same 14. September 2010

Page 7: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Source: DI / Confederation of Danish Industry

Interpretation, Minister of finance and economists

www.mm.dk

Growth in expenses – EU27, prognosis mia. DKK – care / health

Page 8: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Source: Det Økonomiske Råd - The Economic Council (National, independent )

Growth above level of GDP: 1993 – 2008: 0,4 pct / year1999 – 2009: 1,2 pct / year

Demography and money

www.mm.dk

20502040203020202010

170

160

150

140

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100

2008 = 100

Mervækst 0,6 pct.Mervækst 0,3 pct.Mervækst 0 pct. Mervækst 0 pct. og konstant levetid

Growth above growth in GDP:

1993 – 2008: 0,4 pct extra pr. year

1999 – 2009: 1,2 pct extra pr. year

Page 9: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Less of the Same

www.mm.dk

In Denmark: The consequence has been an enourmous interest for new technology, who is able to reduce the need for professionals.

A governmental foundation has been set up to support implementation of new technology in healthcare – at their disposal is 3 mia. DKK – around 400 mill €, which is to be used between 2009 and 2013.

Similar foundations or support funds is available in other European member states and from EU.

The aim is twofold: * Enforce development of new technologies in order to work more efficient and create a better quality in treatment. * Develop technological solutions, who can help patients to stay at home and thereby reduce the need for hospitalizations.

Page 10: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

From wheel chair to electric scooter

www.mm.dk

At peri corem sitatqu iassequam eos et plit est, quis

dit, officati delles volorrovit modis dis autatem

possum volupta vide eles ma dolecta vendis

eatiuntur? Olo et volupta ssimin coria voluptatas

exped qui omnihil eum istem is quatio berferspel

explia quae sum aut venis et mo te aut molupta

tuscianis maiorpo rumquos eatemo blanimus dolore

volorum aut estrum amenihil moditia sperror ecture

nonsequae natem. Edis dolore noneceate

Page 11: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Source: Coloplast

Function has had toppriority. Now technology can also reduce the need for

profesionals and at the same empower users. Easy to use and design is imperative

Ex: Easy to use catheter succeeds more complicated aid, where professionals has to help users with ”installation”.This catheter for women is designet whith inspiration from a traditionel

lipstick. The product has been developed after intense research

amongst users in order to destill their need . Creative, etnographic and technical skills conjures in this

product.

From patient to user

www.mm.dk

Page 12: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

Source: NICE, Natrionalk Institute for Health and Clinical Evidence

Changing behaviour

www.mm.dk

An operation can cut some of the extra kilos, but experience tells, that even though it is burdensome to carry some 150 kilo, many patients gain weight again. New research: A pedometer can encourage users to walk more – and loose weight. Living by numbers is a new weapoon in the war against diseases in modern socity. Technology shall empower citicens if not – the effect will be small (Jama experience)

Page 13: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

                 •Help •Log In •Sign Up •Home •Features •Blog •About •Store •Community

                                                                                                                             

                     

Once the doctor asked us questions, now more and more persons ask themselves: Did I get enough exercise today? How many calories did I burn?Am I getting good rest? The American venture company, fitbit, offers a solution.

Conveniency – and monitoring your self

Page 14: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

”Internet is proven business, the next

frontier is where internet meets health.” Esther Dyson, Business angel

She believes in gathering and sharing of data with others on the net

Gathering – and sharing information

www.mm.dk

Take a journey of self-discovery. With one simple test—all you do is spit in a tube—you can explore the mystery of your own genes.You'll learn what your genes say about your traits. And learn about your disease risks. So you can team up with your doctor to make better decisions about your health.It's the most comprehensive genetic test available today. Which is why Time magazine called it the 2008 Invention of the Year.Get to know yourself in a whole new way.Order today.

Page 15: AAL Investment Forum 2010 - AAL market opportunities for the Venture Capitalist

From pyramid to skyscraber

From service to a new add on market: EMPOWERING patients to become users

Wrapping it up

www.mm.dk

New models of innovation and connectivity can change products – and habits