HEALTH­CARE + FER­RARI

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Health­care is an­other cat­e­gory be­ing dis­rupted in­cred­i­bly quickly -with the con­ver­gence of adjacent sec­tors, shifts in power and ex­pec­ta­tion -all fu­elled by tech­nol­ogy. I’ve prob­a­bly done more work in health­care than any sec­tor in re­cent years, from Apo­tex in Canada to Almi­rall in Spain, and many oth­ers. Chronic dis­ease is soaring, whilst ag­ing puts new pres­sures on bud­gets, there is a shift to pay­ment by out­comes, and de­mand for more per­son­alised treat­ments.

It’s easy to get ex­cited by the pro­lif­er­a­tion of dig­i­tal plat­forms, from Ap­ple to Epocrates, Mango and Scanadu, the fu­ture is about more than apps. Organova leads the world in the 3D print­ing of hu­man or­gans, whilst Sec­ond Sight has found a way to give vi­sion to the blind. Cleve­land Clinic is an icon of pa­tient-cen­tric care, whilst re­cently launched Smile+ well­be­ing stores in­clude doc­tors, den­tists and more. Not all so­lu­tions are so­phis­ti­cated. Look at the re­cent Cannes Health Grand Prix win­ner, where a char­ity cre­ated the lucky “Iron Fish” for ru­ral Viet­namese to throw into their cook­ing pots, a sim­ple cure for iron de­fi­ciency.

Roche is a great ex­am­ple of big pharma’s at­tempts to “change the game”. The Swiss gi­ant’s first dis­rup­tive move was to ac­quire biotech firms Ge­nen­tech, which spe­cialises in per­son­alised ther­a­pies, and Ja­pan’s Chugai. Most re­cently Roche in­vested in 23andme, the DNA pro­fil­ing busi­ness that will read your body’s fu­ture for $99, and Pa­tients­likeme, the so­cial net­work where pa­tients share ex­pe­ri­ences with oth­ers like them. With the big data to fo­cus on truly per­sonal and pre­dic­tive well­be­ing, and the spe­cial­ist prod­ucts to re­spond, Roche is ready to en­gage the in­tel­li­gent pa­tient who is now in con­trol.

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