DASSAULT SYSTÈMES ANALYST CONFERENCE EVENT BRIEF 2019€¦ · ©2019 Axendia, Inc. 3 DASSAULT...
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© 2019 Axendia, Inc. TRUSTED ADVICE. TRUSTED SOURCES. / MEDIDATA: THE MISSING LINK IN DASSAULT SYSTÈMES POWERFUL PORTFOLIO TO SUPPORT THE LIFE-SCIENCE INDUSTRY DASSAULT SYSTÈMES ANALYST CONFERENCE EVENT BRIEF 2019 By: Sandra K. Rodriguez, Market Analyst INTRODUCTION The news out of this years’ Dassault Systèmes Analyst Conference was huge: a $5.8 Billion merger offer with Clinical Data giant, Medidata. We received the news while traveling from the hotel to the Dassault Systèmes headquarters, nestled in Vélizy-Villacoublay, France. Aside from the size of the deal (the largest in the history of Dassault Systèmes) Medidata was the missing link in its powerful portfolio to support the Life-Science industry. Bernard Charlès, CEO and vice-chairman of the board of directors at Dassault Systèmes, opened the two-day meeting with, “To do ‘smart’ anything, you need to know the environment. The platform phenomenon is not an IT topic… it’s a new way for companies to work.” Dassault Systèmes now has 250,000 customers, with 25 million users in 140 countries. The 3DEXPERIENCE platform currently consists of 11 brands/applications that support the ability for people and businesses to develop, collaborate and build products and services in both the virtual and real worlds. Dassault Systèmes considers itself a Scientific company, first and foremost. The Industry Renaissance theme of this years’ conference was explained in simple terms by Morgan Zimmermann, CEO for NETVIBES-EXALEAD (the Dassault Systèmes solution for turning large amounts of information into intelligence). “Think of Renaissance as the new book. The book changed how we distributed knowledge; Industry Renaissance for Dassault Systèmes is the usage of Experience as a new way to distribute knowledge and know- how” explained Zimmermann. The 3DEXPERIENCE Platform offers people and businesses virtual universes to imagine, develop, and collaborate using innovative solutions. Source: Dassault Systèmes
Transcript of DASSAULT SYSTÈMES ANALYST CONFERENCE EVENT BRIEF 2019€¦ · ©2019 Axendia, Inc. 3 DASSAULT...
©2019Axendia,Inc.
TRUSTED ADVICE. TRUSTED SOURCES.
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MEDIDATA:THEMISSINGLINKINDASSAULTSYSTÈMESPOWERFULPORTFOLIOTOSUPPORTTHELIFE-SCIENCEINDUSTRY
DASSAULTSYSTÈMESANALYSTCONFERENCEEVENTBRIEF2019By:SandraK.Rodriguez,MarketAnalyst INTRODUCTION Thenewsoutofthisyears’DassaultSystèmesAnalystConferencewashuge:a$5.8BillionmergerofferwithClinicalDatagiant,Medidata.WereceivedthenewswhiletravelingfromthehoteltotheDassaultSystèmesheadquarters,nestledinVélizy-Villacoublay,France.Asidefromthesizeofthedeal(thelargestinthehistoryofDassaultSystèmes)MedidatawasthemissinglinkinitspowerfulportfoliotosupporttheLife-Scienceindustry.BernardCharlès,CEOandvice-chairmanoftheboardofdirectorsatDassaultSystèmes,openedthetwo-daymeetingwith,“Todo‘smart’anything,youneedtoknowtheenvironment.TheplatformphenomenonisnotanITtopic…it’sanewwayforcompaniestowork.”DassaultSystèmesnowhas250,000customers,with25millionusersin140countries.The3DEXPERIENCEplatformcurrentlyconsistsof11brands/applicationsthatsupporttheabilityforpeopleandbusinessestodevelop,collaborateandbuildproductsandservicesinboththevirtualandrealworlds.DassaultSystèmesconsidersitselfaScientificcompany,firstandforemost.TheIndustryRenaissancethemeofthisyears’conferencewasexplainedinsimpletermsbyMorganZimmermann,CEOforNETVIBES-EXALEAD(theDassaultSystèmessolutionforturninglargeamountsofinformationintointelligence).“ThinkofRenaissanceasthenewbook.Thebookchangedhowwedistributedknowledge;IndustryRenaissanceforDassaultSystèmesistheusageofExperienceasanewwaytodistributeknowledgeandknow-how”explainedZimmermann.The3DEXPERIENCEPlatformofferspeopleandbusinessesvirtualuniversestoimagine,develop,andcollaborateusinginnovativesolutions.
Source: Dassault Systèmes
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FlorenceVerzelen,EVPIndustrySolutions,FieldMarketing,GlobalAffairs,providedanupdateonhowthecompanysegmentsitstargetmarketsinsupportofindustrysolutions.“HomeandLifestyle;EnergyandMaterials;andConstruction,CitiesandTerritoriesarenewmarketsegments.OurIndustrySolutionExperiencestypicallysolveaC-Levelbusinessissue;yetthebusinessdriversareoftenanewcustomerexperience,orpersonalizedhealth,quality,regulations,supplychainreinventionandcost,”explainedVerzelen.MEDIDATA – COMPLETES THE LIFE-SCIENCE PORTFOLIO ThroughtheMedidataacquisition,DassaultSystèmesseekstocreatethefirstend-to-endscientificandbusinessplatform,from‘DesignedtoCure’to‘LaunchedtoCure’,completingitsLife-Sciencesportfolio.Today,personalizedmedicineischangingthetraditionalapproachtohealthcareandthefacilitieswhereproductsareused.Thenaturalnextstepisinchanginghowproductsaremade.Medidatahasover1,300customersand2,800employees,anditssolutionsinclude:Raveforclinicaltrialdatacaptureandoperations(PDM);AcornAIwhichprovidesmedicaldatainsightsandreinfusesknowledgeinresearchwithmassivedatasetsthatofferthebestwaytooperatetrials;andShyftforclinicalandcommercialintelligence.Medidata’sco-founderandCEO,TarekA.Sherif,attendedthefirstdayoftheAnalystConferenceandbeganhisremarkswith,“Thevirtualworldhasthepowertocatalyzethenextgenerationoftherapeutics.”Medidatasolutionsutilizedatasciencetechniquestohelpitscustomersmakebetterandmoreinformeddecisionsaboutclinicaltrials.“Ourvisiongoesbeyonddrugdevelopment-togettingtherightdrugtotherightpatient.Thatiswhatprecisionmedicineisallabout,”continuedSherif.
DELMIA: ACHIEVE COVERAGE ACROSS THE VALUE NETWORKIndustry4.0offersconnectivityandvisibilityintothesupplychain.GuillaumeVendroux,CEOandEricGreen,Vice-PresidentofDELMIAexplainedthattheindustryRenaissanceiscreatingnewoperationalchallenges:complexity,diversityandspeed.“Ratherthanmanufacturingproducts,we’redeliveringexperiences,”saidVendroux.
Yetbydigitallytransformingthevaluechain,companiesareabletodevelopavirtualtwinofphysicalresources.VendrouxbelievesDELMIAwillenabletomorrow’sinnovatorstocreateavaluenetworkand3DEXPERIENCEtwinofresourcesviatheplatform.“Notonlydoyouhaveamodelofyourasset–youcannowconnecttotherealworldandcompleteafeedbacklooptothevirtualone,”explainedVendroux.TheDELMIA3DEXPERIENCETwinistransformingoperationalagilitybymovingfromthetraditional‘boundbyassetsandlocalized’to‘boundbyimaginationandglobal.’
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ThroughtheacquisitionsofbothQuintiqandIQMS,DELMIA’svisiongoesonestepfurther.“Wehavetheabilitytosolveanyplanningprobleminanyindustry.Infact,70%ofairspaceismanagedbyDELMIA,”saidGreen.Thesolutionprovidesplanningandoptimizationsolutionstoaddresschallengesinmanufacturing,logisticsandworkforces.DELMIAcustomerswanttoextendthe3DEXPERIENCETwintoserviceproviders,warehousemanagementandaftermarketbusinessoperations.“Simpleintegrationsandlinkscandrivelargevalueforsomecustomers,”addedGreen.PartnershipswithABBandOSISoftwilldeliverexpandeddatato3DEXPERIENCEtwins.SteveBieszczat,CMOofDELMIAIQMS,explainedthecompany’s.WORKSportfoliostrategy,“Wearetakingthesamebreadthofofferingsforourenterprisecustomersandareofferingasimilarportfoliotothemainstream/midmarketcompaniesthatare$10Mto$250Minrevenue.”The.WORKSportfolioincludes:SOLID.WORKS,DELMIA.WORKS,ENOVIA.WORKSandSIMULIA.WORKS.DELMIAhas350professionalsolutionpartnersworldwide.DuetotheenterprisecapabilitiesofCATIA,GEOVIAandBIOVIA,theyarenotincludedinthe.WORKSportfolio.
CHOICE IS THE NEW CLOUD
Latelastyear,DassaultSystèmesacquiredIQMS.Availableasanon-premise,cloudorhosted/SaaSoffering,IQMSisanintegratedEnterpriseResourcePlanning(ERP)solutionformainstreammanufacturers.IQMSistheonlyERPwithanativeshopfloorManufacturingExecutionSystem(MES)thatcanprovideend-to-endvisibilityandtraceabilityfromorderprocessing–scheduling–production-toshipping.BymarryingIQMSwithSOLIDWORKS,DassaultSystèmeshasasignificantopportunityfororganicgrowthintheSmallandMedium-SizedBusiness(SMB)market.55,000outof165,000SOLIDWORKScustomersareproducersintheSMBmarketsegment;60%ofIQMS’1,000customersareSOLIDWORKScustomers
SHAPING THE WORLD WE LIVE IN
PhillipeLaufer,CEOofCATIAexplainedthatwiththecognitiveaugmenteddesigncapabilitiesofCATIA,itscustomersareshapingtheworldwelivein.“Alittleknownfact:90%oftheshapeofthecarsontheroadstodayaredesignedwithCATIA,“saidLaufer.DassaultSystèmesisseekingtofurthershapethehyperconnectedworld.“Designthecyber-systemsandthesystemsofsystems.Cities,forexample,areacollectionofsystems–above,underground,electric/utilities,theseareallconnectedsystems,”explainedLaufer.InkeepingwiththeRenaissancethemeofnewexperiences,DassaultSystèmesissupportingtheshakersintheindustry.“Weareintheeraofcybersystemsexperiences.Cyberphysicalsystemsarepopulationsofsoftwareintensive,distributedsystems
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interactingtogetherinan`unpredictableworld,”saidLaufer.Thecompanyseesagapinmodel-basedsystemengineeringandmodel-baseddesign.CATIAaimstofillthatgap,providingtheplatformforallrelatedmastermodels.
LIFE IS THE NEW WORK BENCH
Mentionedearlierinthisbrief,MedidatawasthemissinglinkintheDassaultSystèmessolutionplatformtosupportend-to-endproductdevelopmentintheLife-Sciences.“PharmaceuticalandBiotechcompaniesrequireroughlytentotwelveyearsintheR&Dphasetobringadrugortherapytomarket”explainedClaireBiot,Ph.D.,VPofLifeSciencesIndustryatDassaultSystèmes.Therefore,shiftingthattimelineleftearlyonintheclinicaltrialphaseofaproductaddssignificantvaluetoLife-Sciencescompanies.
Clinicaltrialsarenecessarytoprovethesafetyandefficacyofadrugonnotonlyapatientpopulation,butthemedicalconditionitself.ThroughtheMedidatamergerandasindicatedintheimagebelow,‘ClinicallyProven’and‘LaunchedtoCure’willjoin‘DesignedtoCure’,OneLab,‘LicensedtoCure’and‘MadetoCure’,inthecompany’sLife-Sciencesolutionoffering.
DassaultSystèmesseekstoleveragehumandataandtechnology(IoT)todevelopaholistic
Claire Biot, Ph.D., VP of Life Sciences Industry at Dassault SystèmesSource: Dassault Systèmes
Source: Dassault Systèmes
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approachtopersonalizedhealth,viaapatient-centricstrategy.Biotalsoexplainedwhythepatientexperienceisthenextfrontierinhealthcare;“Companiesarereinventingthevaluechainbyunderstandingpatientsandtheentireecosystem.”InstayingtruetoitsmantratofirstandforemostbeaScientificcompany,DassaultSystèmesleveragedthe3DEXPERIENCEplatformtogothroughtheentireproductdevelopmentcycletodesign,testandproduceafictitiouscombinationproduct(IASO).TheendresultwasaprototypecapableofdeliveringoncologytreatmentstopatientsintheirownhomeIN BRIEF The3DEXPERIENCEplatformisapowerfultooltoconceptualize,visualizeandcapitalizeonthepossiblewhentakingproduct,natureandlifeintoconsideration.Thecompany’s“IFWE”campaignresonatesthroughoutthecampus.ThroughtheMedidataAcquisition,DassaultSystèmesiscreatingthefirstend-to-endscientificandbusinessplatform.IFpatientshavetimelyaccesstoproductsthatareDesignedtoCure’WEcanexpectimprovedpatientoutcomesfromproductsandtherapiesthatare‘LaunchedtoCure’. ThisBriefwaswrittenbyAxendia,Inc.TheopinionsandanalysisexpressedinthisBriefreflectthejudgment of Axendia at the time of publication and are subject to change without notice.Informationcontainedinthisdocumentiscurrentasofpublicationdate. Informationcitedisnotwarranted by Axendia but has been obtained through a valid research methodology. Thisdocumentisnotintendedtoendorseanycompanyorproductandshouldnotbeattributedassuch. AboutAxendia:Axendia is a leading analyst and strategic advisory firm that focuses exclusively on the Life-Sciences markets. Since 2005, Industry stakeholders and regulators have relied on Axendia for trusted advice on Business, Regulatory and Technology issues and trends based on trusted sources. Axendia serves the entire Life-Science ecosystem ranging from start-ups to Fortune 100 companies including: Life-Science Organization, Technology & Service Providers, and Regulatory Agencies. Axendia professionals offer a unique combination of deep hands-on industry experience coupled with forward thinking insights. We contribute to our client’s success by providing long-range visibility and helping them navigate the increasingly complex landscape. Formoreinformation,[email protected]
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PublishedJuly2019
