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m Healthcare

m Pharma & Biotechnology

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  SPE S US $ 22.7 B  HEHCE

Ô.2% of
GP
 

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HE HEHCE EE SEC PS 


 P  E  HE EC   
Sector irect employment evenues/GP

 
   
 
 

Healthcare ’ 

Education  ’
Healthcare is the
etail banking   largest service
industry in terms
Power   of revenues and
the second
largest after
ailways   education in
terms of
elecom  ’ employment

Hotels, restaurants  

 ’ 

By , the sector could account for  to  per cent of GP and provide
direct and indirect employment of  million
     

 E S 
EE, PE PES CPUE 63%
0
HE US $ 19 B SPE 

Healthcare provision, 2009

Per cent of total spending

100% = US $ 19 billion

Government and public


Private providers
employers*
(individual, charitable
and for-profit)
3
63


 
  
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 ver 60,000 cardiac surgeries done


per year with out comes at par with
international standards

 ulti organ transplants like enal,


iver, Heart, Bone arrow
ransplants, are successfully
performed at one tenth the cost.

 Patients from over ÔÔ countries


treated at ndian Hospitals.
,  "-../0/, +.0.1 --2-".£
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  ndia¶s Gift to the World



       
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Cost dvantage
PCEUE CS (US$)

US
3* H
H    UK

Heart Surgery 40,000 7,Ô00 6,000 23,000

Bone arrow ransplant 2,Ô0,000 ------- 26,000 1,Ô0,000

iver ransplant 3,00,000 ------- 69,000 2,00,000

Knee eplacement 20,000 8,000 6,000 12,000

Cosmetic Surgery 20,000 3,Ô00 2,000 10,000


     

HUGE GWH PE  ±  GW BEWEE


US $ 43 ± US $ 60 B  2012
60.0
3*
1
2
34452

 
" !
ESTIMATE
Ô1.0 
43 


19 ñ 
Government ñ 
spending ñ ) ñ6 
Private
spending
6 

2001 2012 2012 2012


Scenario 1: Scenario 2: Scenario 3:
Baseline Baseline Baseline with
increase in with insurance and
private spend insurance in high
middle class government
spending
Key Government
Spending 1% GP 1% GP % GP
ssumption
 -
)$
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0
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ES HUGE PE 


  ES E S 
HEHCE E HE EX 10 ES

nvestment requirements in ndia (Estimates)

3*
1

3 
2 7

 !

Healthcare 22-31

nvestment needs
of the healthcare
Power** 9Ô-126 sector are
comparable to
other infrastructure
sectors
elecom**
40-Ô1

oads** 24-33

p 
  
pp  pp
   
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-
Pharmaceuticals & Biotech
The Indian Pharmaceutical Industry
 (   )
Self sufficiency
*
Global recognition
 
Low cost producer
+
High-quality bulk drugs & formulations
KE CHEE E S

ndia has the 2nd highest ndia¶s huge population


number of qualified doctors and the prevalence of a
in the world. f every six wide spectrum of disease
medical doctors in the US, conditions offer a wide
one is ndian patient-resource for clinical
trials
While clinical trials cost
approximately $300 to
3Ô0 million in US, they
cost only about $2Ô
million in ndia ndian companies are offering
nvestigational ew rug custom synthesis services at
stage costs about $100 to 30-Ô0% cost savings compared
1Ô0 million in US, but to global costs
costs only around $10 to 700,000 science and
1Ô million in ndia engineering graduates
& 1Ô00 Phs qualify
annually. ver 1Ô,000
scientists
CH G G
CE 
  PH 

Players thinking Players thinking


local global

ndian pharma companies filed the Export revenues now contribute


largest number of rug aster
iles over half the total revenues for
(
s) for Ps and 23% of  s the ndian pharma majors
with the US
 during 2009

op Ô Companies Sales & Export evenues

ank Company Sales mn Exports mn Exports


{     

  { {

   { 

     { ! !

"   {  

Source: Company reports

anbaxy acquired PG ventis, Pharmaceutical exports

rance; Wockhardt acquired CP increased at a CG of 23%


Pharmaceuticals, UK; Zydus Cadila during
199Ô-
2009
acquired lpharma,
rance
CH
CHGG GG
CE

CE 
  PH 
 PH 

C-omestic C-omestic
Competition Collaboration

Co-marketing ew rug esearch

Glaxo-Cipla, Glaxo SmithKline's


Wockhardt-Bayer, recent & alliance with
anbaxy-Knoll tie-ups anbaxy aboratories

Pharma -  Clinical rials


CB
ovartis processes drug ovartis, stra Zeneca and
safety data and is designing Eli illy making ndia a
clinical development software global hub for clinical trials

n-licensing ocal research

anbaxy licensing stra Zeneca¶s $40 million


agreement with KSB, UK & facility in Bangalore
for marketing rans  for B drug discovery

Source: Media Reports, E&Y


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ne out of every two children in the


world is immunized by a vaccine
made in ndia
Source: ewspaper eports
he ndia dvantage

Excellent network Well-developed


of research laboratories base industries

ich biodiversity Extensive clinical trials


opportunities

rained manpower
and knowledge base
H K U