Strategic market research for Orthopaedics industry - · PDF fileStrategic market research for...
21
Ali MADANI Phone: + 33 1 47 78 46 00 [email protected] Strategic market research for Orthopaedics industry June 2014
-
Upload
nguyendiep -
Category
Documents
-
view
221 -
download
2
Transcript of Strategic market research for Orthopaedics industry - · PDF fileStrategic market research for...
Ali MADANI
Phone: + 33 1 47 78 46 00
Strategic market research
for Orthopaedics industry
June 2014
Ali MADANI Phone: + 33 1 47 78 46 00
2
Table of contents
Our history and our team
Our activity
Our methodology
Our network contacts
Benefits to collaborate with us
Our detail services
Annexes
Ali MADANI Phone: + 33 1 47 78 46 00
3
Our history AVICENNE was involved in the major
deals & events in Orthopaedics Industry
1992
Foundation of AVICENNE company
1997
DePuy acquired Landanger the
Orthopaedics French leader
1998
European Orthopaedics Market report: 1rst edition
2005
IMPLANTS: 1rst international edition
Contract manufacturers- OEM Conference & Exhibition
2006
ATS Stellite, European leader of ortho casting acquired SFERIC
2007
LISI Group entering Orthopaedics
markets with few acquisitions in US
and Europe
2011
APAX acquired Amplitude: French
national leader
2009
CARLYLE acquired Marle the European leader of ortho forge
2013
Charlesbank Capital sold TECOMET 2012
AXA PE acquired a 66% stakes in LIMA Italian national leader
2014
Keensight Capital invested in Menix
Ali MADANI Phone: + 33 1 47 78 46 00
4
Our team
Ali MADANI Paris
Christophe PILLOT Paris
Jean-Philippe SALVAT Paris
Amir YASSARI Vienna
Eri UHEHARA Paris
Mat MIRIN San Diego
Foundation of the company
1992
Orthopaedics main activity
Head Quarter Paris
Ali MADANI Phone: + 33 1 47 78 46 00
5
Our activity We are active in all the main orthopaedics segments
Hip Trauma & CMF
Extremities
Raw-materials & biomaterials
Knee
Spine
Instruments & ancillaries
Ali MADANI Phone: + 33 1 47 78 46 00
6
Examples of our customized client projects
Worldwide Orthopaedics Market 2014: Strategic due diligence for Menix group acquired by Keensight Capital
2013: Strategic analysis for Charlesbank Capital concerning TECOMET deal
2012: Strategic & commercial due diligence for LIMA group in Italy for AXA Private Equity
2008: Diversification strategy building for an aerospace group to enter in the orthopaedics contract manufacturing market: target 100 M$ in 5 years for LISI Group
2009: Build-up strategy after acquisition of leading European implants supplier for Carlyle Group
2011: Strategic due diligence for leading orthopaedics company in France for Apax Partners
2006: Strategy to growth market shares and build-up for the European leading Orthopaedics contract manufacturers: for ATS Stellite
2007, 2008, 2009, 2010, 2011: Worldwide Market shares tracking for the sub-segments of the Spine market (> 50 products tracking)
Many other confidential surveys currently under NDA
Surgeons Inquire Orthopaedics product satisfaction surgeons analysis
Technology Watch Worldwide Computed Tomography market
Opportunity to launch a new mobile bearing total knee
European Image guided Surgery Platforms & Modules
Ali MADANI Phone: + 33 1 47 78 46 00
7
The Orthopaedics market Orthopaedics market: A continuous growth since 2 decades
Source: European Orthopaedics Market 2012-2017, AVICENNE
0
5
10
15
20
25
30
35
40
20
00
20
01
20
02
20
03
20
04
20
05
20
06
20
07
20
08
20
09
20
10
20
11
20
12
34.6 B$ CAGR 2000-2012 :
ORTHOBIO.: +8.4 %
TRAUMA: +9.9 %
SPINE: +10.2 %
EXTREMITIES: +20.8 %
KNEE: +11.9 %
HIP: +9.0 %
CAGR : 10.3%
Orthopaedics market: CAGR 2000/2012 +10.3%
Ali MADANI Phone: + 33 1 47 78 46 00
8
Our customers (1/4)
Orthopaedics companies
Private Equities
Top Consulting
firms
Orthopaedics Contract
Manufacturers
Ali MADANI Phone: + 33 1 47 78 46 00
9
Our customers (2/4)
ATS Stellite, Ceramtec, Cetim, Finetubes, Forginal, Geoffroy, Greatbatch, HWG, Invibio, Ionbond, Jabil Medical, Heptal, Komet, LISI Medical, Manoir Industries, Marle, Projection Plasma System, Sandvik, Stainless, Somepic, Symmetry Medical, Tecomet, Terolab, Vaccucast, Wichard, Willemin Macodel…
Aesculap-B Braun, Amplitude, Benoist Girard Stryker, Bioland,
Biomet, Biomicron, Centerpulse, Ceraver, Cousin-Biotech,
Dedienne, Depuy-J&J, Eurospine, Evolutis, FH, Geistlich, Help
Ortho, Implant Industries, Integra, Lepine, Mathys,
Medtronic, MBA, Medacta, OST Développement, Orthosoft SNC, Ossacur, Osteotech, Plus Ortho,
Progenor, SEM, Seremm, Scient’x, Smith & Nephew, SME, SMI, Stryker Corp, Stryker Spine, Spineway, Symbios, SGM-Codim,
Stanmore Implants, Tecomet, Tornier, Transtructure,
Transystème, Zimmer, Wright, X’Nov…
Arthur D. Little, AT Kearney, Bain, Informa, LEK, McKinsey & Company, OC&C Strategy, Oliver Wyman…
Apax Partners, AXA PE now Ardian, Argos Soditic, Banque
Lazard, Carlyle Group, Charlesbank Capital, European
Capital, Goldman Sachs, Keensight Capital, LBO France,
Permira, Pragma Capital, Rothschild Five Arrows,
Warburg Pincus…
Ali MADANI Phone: + 33 1 47 78 46 00
10
Our customers (3/4) The 6 Orthopaedics majors are our recurrent customers
OEM market shares (%)
Source: Avicenne research & analysis 2013
Major OEM revenues (B$)
Depuy-Synthes 21.3%
Zimmer 11.3%
Stryker 13.7%
Medtronic 9.5%
Biomet 6.3%
Smith & Neph 5.8%
Others 32.2%
2.0
2.2
3.9
3.3
4.7
7.4
0 10 20
Smith & Nephew
Biomet
Zimmer
Medtronic
Stryker
Depuy-Synthes
Orthopaedic products 2012
Other Medical devices 2012
Ali MADANI Phone: + 33 1 47 78 46 00
11
0 50 100 150 200 250 300 350 400 450
Our customers (4/4) The main contract manufacturers are our recurrent customers
2012 revenues of top 15 contract manufacturers (M$)
Source: Avicenne research & analysis 2013
Ali MADANI Phone: + 33 1 47 78 46 00
12
Our methodology (1/3) Direct contact with competitors
More than 1 000
yearly interviews
Conferences
& exhibitions
17 000 decision
makers
In 3 500 company
Ali MADANI Phone: + 33 1 47 78 46 00
13
Our methodology (2/3)
Interviews with main actors Conferences Exhibitions Project expertise
Phase 1
Phase 2
Phase 3
Market modelization Historical analyzes Cross checking information Forecasts and heavy trends
Draft presentation Q&A Final document Strategic recommendations, interview details
Quality control After sales services
Phase 4
Ali MADANI Phone: + 33 1 47 78 46 00
14
Our methodology (3/3)
Our contacts network Our Orthopaedics data base:
17 000 contacts
Surgeons data base
connections
Daily update
20 years of Experience
17 000 qualified contacts
Europe + 12 000 contacts
Contract Manufacturers
+ 6 000 contacts
Example: +3 700
decision makers for Spine segment
USA + 5 000 contacts
New data base
BRIC, Eastern Europe, Latin
America
Ali MADANI Phone: + 33 1 47 78 46 00
15
The level of our contacts
Corporate Marketing
Ort
ho
pae
dic
s M
AJO
RS
Corporate R&D
Marketing Strategic Corporate
Marketing Director
R&D managers country
Sales Director
Sales country
Sales country
CEO
CH
ALL
ENG
ERS
OR
CO
NTR
AC
T M
AN
UFA
CTU
RER
S
R&D Director
Marketing Director
Quality Director
Export Director
Sales Director
Internal sales or Agent
Internal sales or Agent
Ali MADANI Phone: + 33 1 47 78 46 00
16
Strategic & operational experiences in Orthopaedics industry since 1992 and strong linked with the main decision makers
Confidentiality of the work & Guarantee
Worldwide coverage of the whole chain: OEM, Surgeons, Contract Manufacturers but also laboratories Europe: France, Germany, UK, Italy, Spain, Switzerland, Belgium, Austria, The Netherlands, Portugal, Nordic countries, Eastern Europe USA, Canada Japan, Australia, South Korea, BRIC, Latin America, Middle East
Clear Methodology, clear results and clear recommendations
Benefits to collaborate with AVICENNE
Ali MADANI Phone: + 33 1 47 78 46 00
17
Services M & A
1 Information Memorandum: Analysis
2
3
Direct interviews with main customers, suppliers, surgeons, …
4
Data Room Assistance, Management presentation, Q&A issues
5
Business plan & Forecasts,
6 Analysis of potential of growth based on existing business
7 Growth based on build-up strategy
8 Quick flash services for urgent & fresh information
9 …and also: Finding New Management team
Strategic analysis of risks and opportunities for the Merger
& Acquisition
Ali MADANI Phone: + 33 1 47 78 46 00
18
Annexes
Contract Manufacturers
Orthopaedics
Spine Patents watch
Our recurrent reports
(multi-clients)
Ali MADANI Phone: + 33 1 47 78 46 00
19
Our recurrent reports (multi-clients)
“European Orthopaedics Market”
April 2013 13rd edition
First publication in 1993
Yearly up-date
Hip, knee, shoulder
Based on +80 interviews
650 pages & 800 graphs detail the European Market in Germany, France, Italy, Spain, UK, and other countries
Available immediately
“Trends, Developments & Dynamics of the European Spine Market”
Sept. 2011 6th edition
First publication in 2000,
Yearly up-date,
Universal Fusion Systems, cages, Discs prosthesis…
70 interviews of spine companies, distributors & surgeons,
400 pages & 300 graphs detailing the European Market in Germany, France, Italy, Spain, UK, Belgium, Switzerland and in other countries.
Available immediately
“European Orthopaedics Contract Manufacturing detailed analysis and Profiles”
Feb. 2012 1st edition
Worldwide Contract Manufacturing market focus, top US suppliers, market analysis and data The top 100 Contract manufacturers in Europe Detailed profile for each company:
Story, Split of Orthopaedics activities, Products, Services proposed & Know how, Main customers,
Main shareholders.
Available immediately
“Orthopaedics patent watch”
Yearly edition
Focus on 4 segments: hip, knee, trauma and orthobiologics,
Report published each 2 months,
More than 50 patents presented by number registration and with scheme & diagrams,
In one shot:
You identify the new products R&D trends,
You can follow the strategic choice of your competitors for their developments.
Available immediately
Ali MADANI Phone: + 33 1 47 78 46 00
20
Implants 2014 The international meeting of the global Orthopaedics actors
June 18th – 19th, 2014 Lyon – 10th edition
Founded and chair by AVICENNE since 2005,
+ 50 international speakers,
+ 70 booths,
+ 500 attendees,
+ 100 business meeting organized.
http://www.implants-
event.com/site/GB/Home,C40226,I39789.htm?KM_Session=b5d0b13f1bc0aab45b800053e12379c8
Exposition
Conferences
Ali MADANI Phone: + 33 1 47 78 46 00
21
Our activity We are active in all the main Orthopaedics segments
Raw-materials & biomaterials Hip
Knee
Spine
Trauma & CMF
Instruments & ancillaries
Extremities
