zp at jpm healthcare conference 0115
TRANSCRIPT
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Hong Kong & Macau
Taiwan
Korea
Malaysia & Brunei
Thailand & Cambodia
Vietnam
Philippines
Indonesia
Bangladesh
CONNECT. HEALTHCARE. ASIA
2
Developing Asia
Affluent Asia
Singapore
Strong presence across region covering key
growth markets
Myanmar
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UNPARALLELED HERITAGE & EXPERIENCE
3
1922 Philippines
1949 Thailand
1984 Indonesia
1939 Malaysia/ Singapore
1988 Taiwan
1997
Korea
1994 Vietnam
2003
Cambodia
2006 Bangladesh
1922
PRESENT
2015
Myanmar
2012 Macau
1985 Hong Kong
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READY TO RIDE ASIA’S NEXT GROWTH WAVE
5
ASEAN ECONOMIC COMMUNITY
By 2015 achieve single market for goods, services, capital & labor, which has potential to be one of largest economies & markets in the world
ASEAN: Est. 1967, 10 Member States: Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Singapore, Thailand & Vietnam
600+million
Average age <27
Total area
Halfthe
size of US
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ASEAN, NEXT ECONOMIC POWERHOUSE
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600+ Million
potential market larger than EU & NA
3rd Largest
young labor pool after China & India
>2x growth in GDP per capita
from $1,175 in 2000 to $3,750 in 2012
110% Penetration
hyperconnected, mobile & online
22% Population
live in cities with >200k inhabitants
54 Million
expected to move to cities by 2025
Source: ASEAN Community in Figures 2013 (ACIF), ASEAN Secretariat 2013 (www.asean.org)
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ASEAN HEALTHCARE Shares same disease trends (Ten Year Growth, 2012-22)
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Cancer Diagnose Diabetes
Diagnosed Hypertension
47%
40%
52%
43%
57%
65%
57%
78%
45%
42%
28%
China
Hong Kong
India
Indonesia
Korea
Malaysia
Philippines
Singapore
Taiwan
Thailand
USA*
50%
58%
31%
99%
47%
64%
99%
65%
57%
40%
54%
21%
30%
48%
20%
22%
40%
32%
37%
24%
18%
5%
Source: Global Demographics, *USA Data is 2002-12
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ASEAN HEALTHCARE
ASEAN Healthcare Spend (as % GDP = Public + Private)
However, Ecosystems vary greatly by country from Payor perspective
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Source: World Bank 2011 (latest available)
0
2
4
6
8
10
12
14
16
18
20
Vietnam
Cambo
dia
Singapore
Philipp
ines
Malaysia
Laos
Indo
nesia
Myanm
ar
Thailand
Brun
ei
ASEA
N
Average
OEC
D Av
erage
UK
USA
Private Public
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ASEAN HEALTHCARE Dispensing channels also vary enormously
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Hong Kong
Singapore
Thailand
Malaysia
Taiwan
Vietnam Philippines
Korea
Indonesia
Clinics Hospitals Pharmacies
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MARKET SUCCESS IN ASIA
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STRATEGY
q With such diversity in healthcare system, culture, religion & income, no “one size fits all” strategy
q Needs to be tailored by country, sometimes down to region/city level
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STRONG REGIONAL COVERAGE
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q Footprint: 13 countries
q Distribution Reach: 350k customers
q Salesforce: >4,000 FTE
q Warehouse Capacity: Current: 291,000m2 (180k pallets)
End 2015: >314,000m2 (207k pallets)
q Clinical Trials: >1,000 managed
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SIGNIFICANT HEALTHCARE MARKET SHARE
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Total Market MNC Pharma
14
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CONNECTING CLIENTS TO PATIENTS/CONSUMERS
15
HEALTHCARE CLIENTS
PATIENTS/ CONSUMERS
Innovative, compliant solutions in fast-growth, complex environment
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RANGE OF COMMERCIALIZATION SERVICES
16
CSO (Contract
Sales)
CSMO (Contract Sales &
Marketing)
Regulatory Services
Agency (Full Brand
Manage ment)
In-Licensing
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Product Coverage
EXPERT IN REGULATORY/MEDICAL AFFAIRS
§ Regional oversight & coordination
§ Regulatory assessment & access
§ Strategic planning
§ Due diligence
§ ASEAN Harmonization
Extensive regional coverage with local knowledge & network
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35% 18%
8%
2%
37%
§ 18 officers in 10 markets
§ 90 yrs’ collective experience
§ Wide range of therapeutic class & product categories
§ > 2,000 products
§ On top of latest regulatory developments
Pharma
Others
Cosmetics
Medical Devices
Food supplement / herbal products
Established network with local health authority, maximizing speed to market
Regulatory& Medical
Affairs Director
Local Regulatory & Medical
Affairs Officers
Zuellig Pharma Regulatory & Medical Affairs Team
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UNDERSTANDING CONSUMERS & PATIENTS
Complex care protocols
Huge amount of clinical information to interpret
Demand on patients self-discipline, self-care, compliance
Lack of resources
for counselling & coaching
Understand consequences of lack of adherence
Management of treatment side effects
Affordability & access to medicines & healthcare
Understanding & believing in treatment effectiveness
Understanding treatment timeline & controllability
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Patient Challenges: No ‘one size fits all’
Increasing breadth of capability across markets
• Support & adherence
• Communications
platform
• Access to services
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ADHERENCE: MAJOR SOURCE OF VALUE
Source: CapGemini
Investment in patient-centered services will drive brand growth
19
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q Support & Adherence
Platform across markets
q Access: extending services beyond installment payment program & mass vaccination
q Communication platform § Tele-services, digital, apps,
outreach § Medical marketing hub in
Korea (medical education, events, disease awareness, symposia & publications)
SUPPORTING PATIENTS IN ASIA
Singapore Indonesia
Vietnam
Philippines
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Leveraging infrastructure & capabilities to tailor services to support patients
Brunei Malaysia
Taiwan
South Korea
Myanmar
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MEDICAL DEVICES & DIAGNOSTICS (MDD) Customized services to suit complex MDD requirements: $1.2bn throughput for >100 Clients across most franchises
Exclusive Warehousing & Distribution Services
1
Inventory Model: Direct Purchase or
Consignment
Scope of Services Clients
u Receiving of Products
u Redressing/Secondary Repackaging
u Warehousing
u Cold Chain u Delivery
u Reverse Logistics
u Sales & Inventory Info
u Sales & Marketing
Customers
u Direct Customer Accts
u Order Call Center
u Customer Feedback
u Payment/Collection
u AR/Bad Debt Risk
u Trade Returns/Credit
Notes
3 4
Customer Channels
5
Specialized Medical Device Requirements Regulatory Services
Consignment or Hospital Loan Stock Management
u CN Inventory Position reports
u Stock Count/Monitoring
24/7 Urgent Deliveries
Specialized Medical Device Product Knowledge
u Specialized Customer Order
Fulfilment personnel
u Product Set Replenishment
u Set Transfer between
Hospitals
Technical Support Services
Principal
Branches Central
Distribution Centre
Ship/ Import
2
Hospital - Government
Hospital - Private
GP/Doctor/ Clinic
Pharmacy/ Drugstore
Other (Labs etc)
21
Innovative, compliant solutions in fast-growth, complex environment
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CONFIDENTIAL. © Zuellig Pharma. All Rights Reserved.
Small quantity product specialized UI
eCOMMERCE PLATFORM
Credit Card payment collection
Client approval process
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Data reporting analytics
CRM marketing specialization
Improve reach & collection in transparent, compliant manner; drive brand sales with new eMarketing platform
Order processing & tracking
Client - Distributor - Customer Platform
CONFIDENTIAL. © Zuellig Pharma. All Rights Reserved.
CONFIDENTIAL. © Zuellig Pharma. All Rights Reserved.
eCOMMERCE/DIGITAL: APPS Customized apps to support local country needs (Payor, Channel & Patient Solutions)
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Example