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市場調査レポート

世界のライフサイエンス産業におけるM&A:2018年

Mergers and Acquisitions in the Global Life Sciences Industry, 2018

発行 Frost & Sullivan 商品コード 808217
出版日 ページ情報 英文 78 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=109.62円で換算しております。
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世界のライフサイエンス産業におけるM&A:2018年 Mergers and Acquisitions in the Global Life Sciences Industry, 2018
出版日: 2019年03月07日 ページ情報: 英文 78 Pages
概要

患者エンゲージメント、人工知能 (AI)、ビッグデータアナリティクスの利用拡大を目指したM&Aが垂直統合の推進に貢献しています。

当レポートでは、世界のライフサイエンス産業におけるM&Aの動向を調査し、産業部門別のM&A動向、トップ10社の取り組み、ケーススタディ、M&Aの推進因子、成長機会の分析などをまとめています。

第1章 エグゼクティブサマリー

第2章 調査範囲・前提因子

第3章 市場力学

  • M&Aに影響を及ぼす法規制上の改定
  • 既存市場に競合をもたらす非従来型企業
  • FAMGAによるM&A:従来型ヘルスケア企業との比較
  • ヘルスケア産業におけるプライベートエクイティ所有の拡大

第4章 市場概要

  • ヘルスケア関連のM&A
  • ターゲットの地域的分布
  • M&Aの魅力
  • 主なM&A取引
  • 積極的な事業者

第5章 市場概要:医薬品・バイオ医薬品

  • 医薬品・バイオ医薬品事業者によるM&A
  • 影響因子
  • ケーススタディ:Roche
  • トップ10社の取り組み
  • コネクテッドヘルス:患者コミュニケーションから患者エンゲージメントへ
  • 成長機会:「Patient Engagement 2.0」
  • 新たにM&Aの機会を示す領域

第6章 市場概要:CRO・CDMO

  • CROによるM&A
  • ケーススタディ:Eurofins
  • CROトップ10社の取り組み
  • 成長機会:臨床試験被験者採用・保持
  • CDMOによるM&A
  • Thermo Fisher・Patheon
  • CDMOトップ10社の取り組み
  • 成長機会:細胞・遺伝子治療、など

第7章 市場概要:診断・研究用ツール

  • 診断・研究用ツール関連のM&A
  • 影響因子
  • ケーススタディ:Invitae ・Genetic Information Company
  • トップ10社の取り組み
  • プライベートエクイティ関連の活動の活発化
  • 価値評価の拡大:M&Aにおける新たな課題
  • 成長機会:Insight-as-a-Service

第8章 総論

第9章 付録

第10章 FROST & SULLIVANについて

目次
Product Code: MEA4-52

M&As for Growth in Patient Engagement, Artificial Intelligence and Big Data Analytics are Driving Greater Vertical Integration

The Healthcare industry has witnessed some of the largest mega-mergers in 2018 - mergers on the provider as well as the payer ends. While this has the potential to bring a shift in power centers in the ecosystem, each stakeholder has relied heavily on inorganic growth to maintain their stronghold. This Mergers and Acquisitions in Life Sciences Industry report provide details of the latest merger and acquisition (M&A) agreements announced in the pharmaceutical, biotechnology, contract services diagnostic, and other life science sectors.

Research Highlights:

The report provides a detailed understanding and analysis of how and why companies enter M&A deals, which legislative and regulatory policies are promoting M&A activities, and how APAC investors are growing their presence in developed economies, undeterred by policy uncertainties. It also highlights the growing influence of non-traditional players in the life science space and their impact in steering the direction of M&A activity of the traditional players. It further brings out the growing acceptance of digital revenue streams, an under-explored opportunity in connected health. The exponential growth of private equity (PE) investors, and their appetite to invest in high-risk areas, has also allowed unlocking of the potential of several new technologies, creating a ripe environment for corporate acquisitions. At the same time, PE investors' ability to bid for higher value deals has created competition for the same targets, often outbidding corporate investors.

This study dives deeper into each stakeholder segment to uncover their unique M&A dynamics and chart the activity of top 10 companies in each segment. Several biopharma companies have relied on smaller acquisitions to bolster their R&D pipelines, whereas several others have sought high-value deals to merge or acquire competitor companies in order to achieve critical mass in R&D and ensure continued growth and dominance in the global marketplace. Contract service organizations (CSO) are experiencing the highest rate of consolidation, with the goal of emerging as one-stop-shop solution providers. However, CSOs will soon have to think beyond mere capacity expansion and acquire targets specialized in tangential services like supply chain and patient connectedness. Diagnostic and research tool (DRT) OEMs have experienced a different M&A trend and will have to rely more on value-add services to overcome the slump in M&A derived growth. Strategic imperatives for companies to recalibrate their business models and be future ready are provided in this study as well. Finally, the study also briefly covers growing trends in the outsourcing of innovation, production and selling, and the heightened importance of innovation hubs in promoting M&A.

Key Issues Addressed:

  • Which are the emerging power centers as a result of consolidation? Is there a shift in bargaining power?
  • What region-specific factors are prompting M&A? Which regions are experiencing maximum inbound and outbound deals?
  • Is the current rate of M&A sustainable? What will be the rate of shift towards outsourcing?
  • What will be the impact of external disruptors like FAMGA on the direction of acquisitions?
  • Which stakeholders are experiencing the maximum positive and negative impact of M&A?
  • How are mid-sized companies aligning their strategies to survive in this increasingly consolidating space?

Table of Contents

1. EXECUTIVE SUMMARY

  • Key Findings
  • Key Questions this Study will Answer
  • Big Market Themes
  • M&A Stakeholder Opportunity Heat Map
  • Major Growth Opportunities
  • Strategic Imperatives for the Life Sciences Industry

2. RESEARCH SCOPE AND ASSUMPTIONS

  • Scope and Segmentation
  • Methodology and Assumptions
  • Methodology and Assumptions (continued)

3. MARKET DYNAMICS

  • Regulatory and Legislative Changes Impacting M&A
  • Non-Traditional Players-Infusing Competition into Traditional Markets
  • FAMGA* M&A Activity-Comparison with Traditional Healthcare Players
  • Growing PE Ownership in the Healthcare Space
  • Growing PE Ownership in the Healthcare Space (continued)

4. MARKET OVERVIEW

  • Healthcare M&A Activity
  • Geographic Distribution of Targets
  • Market Attractiveness for M&A
  • Notable M&A Deals
  • Active Participants in the M&A Landscape

5. MARKET OVERVIEW-PHARMA AND BIOPHARMA

  • Pharma and Biopharma M&A Activity
  • Factors Impacting M&A
  • Roche Case Study-M&A to Create End-to-End Precision Medicine Portfolio
  • Activity Profile of Top 10 Pharma Companies
  • Connected Health-From Patient Communication to Engagement
  • Growth Opportunity 1-Patient Engagement 2.0
  • Pharmaceutical Companies Can Engage Patients Throughout the Drug Discovery and Development Cycle
  • Emerging M&A Opportunity Areas

6. MARKET OVERVIEW-CONTRACT SERVICE ORGANIZATIONS (CRO AND CDMO)

  • CRO Industry M&A Activity
  • Eurofins Scientific Case Study-M&A Story of an Emerging Competitor
  • Activity Profile of Top 10 CRO Companies
  • Clinical Trial Recruitment and Retention Challenge for CROs
  • Growth Opportunity 2-Clinical Trial Recruitment and Retention
  • CDMO Industry M&A Activity
  • Thermo Fisher and Patheon-Redefining One-stop-shop
  • Activity Profile of Top 10 CDMO Companies
  • Will M&A Address the Size Challenge?
  • Growth Opportunity 3-Cell and Gene Therapy

7. MARKET OVERVIEW-DIAGNOSTIC AND RESEARCH TOOLS

  • DRT Industry M&A Activity
  • Factors Impacting M&A
  • Invitae Case Study-Genetic Information Company
  • Activity Profile of Top 10 DRT Companies
  • A Very Active PE Landscape-Increasing Valuations
  • Rising Valuations-A New Challenge for M&A
  • Growth Opportunity 4-Insight-as-a-Service

8. CONCLUDING THOUGHTS

  • Concluding Thoughts
  • Top 3 Predictions
  • Legal Disclaimer

9. APPENDIX

  • M&A and Collaboration Drivers
  • Top Technologies Attracting PE Investment
  • Collaboration Assessment
  • Collaboration Assessment (continued)
  • Collaboration Assessment (continued)
  • Collaboration Assessment (continued)
  • Collaboration Assessment (continued)
  • List of Exhibits
  • List of Exhibits (continued)

10. THE FROST & SULLIVAN STORY

  • The Frost & Sullivan Story
  • Value Proposition-Future of Your Company & Career
  • Global Perspective
  • Industry Convergence
  • 360° Research Perspective
  • Implementation Excellence
  • Our Blue Ocean Strategy
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