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Industry Opportunities at the Healthcare Global Market

Ajit Singh, Ph.D.

ARTIMAN VENTURES
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two

vignettes
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1 2

innovation entrepreneurship

1 2

innovation entrepreneurship

lets take a short

journey
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through a place of immense

diversity
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a small

archipelago
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a rich

diversity
of life
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on

land
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water
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in

and

sky

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where?
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and

why

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where
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galapagos
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why
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coral reefs
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natures

innovation platform
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why?
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right

temperature
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good

mobility
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encouraged

diversity
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connections are made


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failures
are discarded
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quickly
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thats natures platform for

innovation
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what is man-made platform for

innovation
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silicon valley
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why is this difficult to replicate in

most cultures
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very

hierarchical
cultures
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very poor

diversity of
viewpoints
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very poor

listening
skills
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1 2

innovation entrepreneurship

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what is

disruptive
innovation?
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ultrasound?
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a low-end

a high-end

stethoscope?
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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.
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now, another type of

disruptive innovation
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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
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two trends tiggered by

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

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redefine standard of care automate standard of care

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why do

incumbents fail at disruptive innovation?


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

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incumbents
fail for exactly this reason

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insurgents
lack incumbents inhibitions
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be bold, be

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

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

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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
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thank you
www.artiman.com
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