Industry Opportunities at the Healthcare Global Market

Ajit Singh, Ph.D.

ARTIMAN VENTURES
1

two

vignettes
2

1 2

innovation entrepreneurship

1 2

innovation entrepreneurship

lets take a short

journey
5

through a place of immense

diversity
6

10

11

12

13

14

15

16

17

18

19

a small

archipelago
20

a rich

diversity
of life
21

on

land
22

water
23

in

and

sky

24

where?
25

and

why

26

where
27

28

29

30

31

32

galapagos
33

why
34

35

36

37

coral reefs
38

natures

innovation platform
39

why?
40

right

temperature
41

good

mobility
42

encouraged

diversity
43

connections are made

44

failures
are discarded
45

quickly
46

thats natures platform for

innovation
47

what is man-made platform for

innovation
48

silicon valley
49

why is this difficult to replicate in

most cultures
50

very

hierarchical
cultures
51

very poor

diversity of
viewpoints
52

very poor

listening
skills
53

1 2

innovation entrepreneurship

54

what is

disruptive
innovation?
55

56

ultrasound?
57

a low-end

a high-end

stethoscope?
58

59

These innovations were all disruptive for a the following: When they were introduced, their performance was initially much lower than that of the existing technologies But, they were able to bring the cost down so dramatically that their adoption became inevitable sometimes in an alternative market segment (to start with) Eventually, their performance caught on, and led to their mass dissemination.
60

now, another type of

disruptive innovation
61

62

These innovations were also disruptive, but for a different reason: They were able to deconstruct the existing value chain of a business They were able to dis-intermediate the value chain of a business They were able to re-configure the value chain with a different set of players. Their adoption was set off by some tipping point
63

two trends tiggered by

disruptive innovation
64

things you simply could not do at all before things you can do at a significantly lower cost

65

redefine standard of care automate standard of care

66

why do

incumbents fail at disruptive innovation?

67

incumbents
listen to customers give improved performance look for large markets look for high margin businesses

68

incumbents
fail for exactly this reason

69

insurgents
lack incumbents inhibitions
70

be bold, be

insurgents
71

artiman
white space investments
72

attributes
very large markets, often >> $10B innovation at intersection of technologies technologies from other domains intellectual property - rich, and long runway

73

examples
aditazz - construction industry prysm super large display and tv guavus big data analytics cellworks drug design click diagnostics infectious disease dx

74

Medical Facilities

Airports

High-rise

Large Scale Hospitals

Urban Development

Industrial Buildings

Complex structures make up over 50% of the global construction market of $8 Trillion
75

thank you
www.artiman.com
76