BIONICS
Future is becoming Reality

INVESTMENT CASE
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BIONICS

 

 

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Innovations in the fields of medicine, artificial intelligence, robotics and sensors are finally giving a new life to medical technologies and are making human enhancement a reality
 

Bionics, which is taking on human body dysfunctions and disabilities and, more globally, helping improve the wellness and lifespan of the world population, benefits from long-term drivers:
 

  • an ageing world population and a shortage of donated organs

  • major technology breakthroughs leading to an impressive product pipeline

  • an improving outlook for the reimbursement of bionic devices by insurers or health agencies
     

The investment universe encompasses nex-generation prosthetics, medical wearables and devices, surgical and medical robots, exoskeletons, 3D printing, synthetic biology and artificial intelligence all play a major role in the emergence of bionics

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WHAT IS IT ABOUT?
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BIONICS IS THE MERGER BETWEEN
BIOLOGY AND ELECTRONICS

 

Fixing our body dysfunctions

  •  Replacing limbs and organs

Improving health

  •  Monitoring metabolism

Leveraging on life mechanisms

  •  Using them for specific purposes

Seconding humans

  •  In particular for surgery

BENEFITS VS. COSTS

WHAT IS HAPPENING NOW?
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ARTIFICIAL ORGANS TURNING INTO
EVERYDAY WEARABLE DEVICES

 

The first artificial organ was designed in 1943 to replace a deficient kidney: a dialyzer

Now a Microchip filter used in an artificial kidney is to be tested in humans by the end of 2017 and might keep a patient off dialysis

Today, 60-70% of human body functionalities can be artificially performed as demonstrated by Frank, the bionic man Bertolt Meyer designed in 2013

Still missing: digestive system, liver, skin and brain


 

BIONICS BODY PARTS

 

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WHEN MOORE’S LAW COMES TO THE LABS

 

Medical technology innovations are made possible thanks to advances in:

 

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Research is performed on extending Moore’s Law by optimizing chip technology. Quantum computing will further extend Moore’s law exponentially

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HEALTH COVERAGE OF BIONIC DEVICES
HAS BEEN AN ISSUE

 

The price of bionic devices has been unsurprisingly high until now (between $50,000 and $150,000 for an eye or limb device and surgery)

Encouragingly, coverage by Medicare in the US seems to be heading in the right direction the health agency recently paid for a $144,000 bionic eye

 

...BUT LIKELY TO GRADUALLY EXPAND AS BENEFITS OUTWEIGH DECLINING COSTS

 

Declining costs and social welfare: a major catalyst for expanded health coverage

  • some of the technologies used will mature over the years and become less costly
  • a bionic device can allow people to keep working and return to work more quickly

BIONICS AND ARTIFICIAL ORGANS
ADDRESS A HUGE MARKET

 

PERSPECTIVES
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ELDERLY POPULATION
INCREASING EXPONENTIALLY

 

According to the UN, the population aged 60 years or over will grow from 900M in 2015 to 1.4Bn in 2030, while the population >80 years old will grow from 125M to 201M. The bulk of the growth comes from Asia: 66% growth of people >60 years old

 

 

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POPULATION AGED 60 YEARS OR OVER
BY REGION, 1980-2050

 

AND AGED 80 YEARS OR OVER
BY REGION, 1980-2050

 


 

Data source: United Nations (2015).
World Population Prospects: The Revision

 

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BIONICS EXPECTED TO GROW AT A FAST PACE


 

 


Source: Various market research firms

SEGMENTING THE BIONICS MARKET

 

 

PLAYERS
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THE ADVENT OF BRAIN-CONNECTED
PROSTHETICS

 

  • Prosthetics are now on their way to offering real limb replacement
  • A cochlear implant does the work of damaged parts of the inner ear
  • A bionic eye complements impaired retinas
  • Sensors deliver electrical signals to the nervous system, enabling the brain to feel / hear / see

 

 

MEDICAL ROBOTS
NEW MEANS FOR BETTER MEDICINE

 

  • Surgical robots: console, surgical arms, monitoring systems
  • Telemedicine Robots
  • Artificial Intelligence applications for diagnosis, monitoring or learning new surgical procedures
  • Rehabilitation robots, exoskeletons
  • Robots working in sterile IV (intravenous) preparation rooms
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WEARABLE MEDICAL DEVICES
AN IMPORTANT LINK IN THE CHAIN

 

 

 

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SYNTHETIC BIOLOGY
MAKING THE IMPOSSIBLE POSSIBLE

 

Synthetic biology is the engineering of biology: the synthesis of complex, biologically based systems which display functions that do not exist in nature

While products that utilize synthetic biology are yet to be commercialized, this market is set to literally explode in the next few years driven by demand for improved drugs and vaccines

Key constraints are mostly ethics and bio-security/safety, as synthetic biology can be misused