2024比利时法兰德斯——小国家，生命科学和医疗器械的强国报告

BelgiumFlandersRegion 比利时王国法兰德斯大区 Smallcountry 小国家，生命科学和医疗器械的强国 BiginLifeScienceandMedicalDevices 法兰德斯位于欧盟的中心，是比利时最大的地区和经济中心 FlandersisthelargestregionandeconomicheartofBelgiuminthecenterofEU. 彼兰 德国捷光 奥地利 法国 FlandersRegion 法兰德斯大区(荷兰语) 58%ofpopulation 占总人口58% 82,4%ofBelgianexports 西班牙占总出口额82.4% BelgianMedTechcompanieshavetotalrevenueof3.2billionEURofwhich 1billionEURindiagnosticimaging 比利时医疗科技公司的总收入为32亿欧元，其中10亿欧元用于诊断成像 TotalrevenuesofBelgianRevenuessplitperapplicationarea2)30%3,2 leadingMedTechplayers1y[EURbn,%,2020] 17% EURc.3.2bn 32% 5% 4% 9%0% Totalrevenues 0%3% Pre-IVDiagnosticCardiologyNeurology!DiabeticDrugSurgeryOthersTotaldiagnosticsdiagnosticsimagingMentaicaredelivery health 1)Approximationbasedonrevenuesofc.50leadingBelgjanMedTechcompaniesIdentifiedassuchinbeMedTech*Factsandfigures2018*report2)Basedonprimaryfocusareaofleadingcompanies Source:RolandBerger Barcoisamarketleaderofhigh-endmedicaldisplaysinChinaandhas establishedafirst-classR&DandmanufacturingfacilityinSuzhou 巴可是中国高端医疗显示器的市场领导者，在苏州建立了一流的研发和制造设施 BARCO 胜势可期 BARCO巴可医疗胜势可期 MedicalDeviceandIVDcompaniespresentinBelgiumareactiveasRegional 医疗器械和体外诊断公司多在比利时设立区域总部、销售和分销、制造和研发团队 Headquarters,SalesandDistribution,ManufacturingandR&D MedicaldevicecompaniesInVitroDiagnosticscompanies Headquarterservices (regionalorglobal) 30%16% 0Manufacturing28%11% Distribution90%95% R&D33%11% Source:RolandBerger Flanders'ResearchInstitutes,UniversitiesandSpin-offcompanies 法兰德斯的研究所、大学和衍生公司将新技术应用于医疗器械和体外诊断 applynoveltechnologiestoMedicalDevicesandIVD 代价 NoveltechnologiesMaturity Low Sensors(Smart sensors/loT/etc.) High mec iDIAGNOSTICSBIOCARTIS Microfluidics PharmaFluidics @Nanotechnology FEOPS reu insightsforexcelilence Analytics(Al/Machine learning/BigData/etc.) AR/VR ORSI RoboticsACADEMY 3Dprinting materialise Examplecompaniesandinstitutes 6/05/202 农 Minimalinvasivesurgeryisappliedtoreducepatients'healthrisksintraditional opensurgery Minimalinvasivesurgery OpensurgeryLaparoscopicsurgeryRoboticsurgery DescriptionOpensurgeryisthetraditionalsurgical:Surgeonaccessesthepatient'sbodythroughAconsoletranslatesmovementsoftheapproachsmallincisionsonly(o.5-1cm)tomitigatesurgeonintomovementsoftherobot'sarms .Surgeonmakesalargeincisionusingainterventioninvasive-nessandrisksfortheThesurgeonregains3Dviewandmore scalpel(e.g.,8-10cmforpatientintuitiveeye-handcoordinationascompared aremovalofprostate)Surgeoninsertstheinstrumentsthroughtolaparoscopicsurgery Surgeonoperatestheaffectedtheseincisions,whileacameraandalightNomoredirectcontactbetweenthepatient bodystructuresdirectlythroughsourcehelpthesurgeoncarryoutthe intervention thisincision andthesurgeon.Reliablesoftwareisoftheutmostimportance KeyapplicationOpensurgeryapproachcanbeappliedtoallMostcommonapplicationisinRoboticsurgeryisparticularlysuitablefor areasbodyregions/organsgastroenterology,gynecologyandespeciallythemostdifficultprocedures,amongothers, Forcertainprocedures,e.g-,inguinalherniaurologyingynaecologyandlaryngologyaswellasin removal,opensurgeryispreferredapproachabdominalsurgeriesorreconstruction asgeneralanesthesiaisnotusedofcertainbodyparts(e.g-,colonsurgeries) (applicationinout-patientsetting) FlandersStsteottheArt17 InEurope,double-digitgrowthisexpectedforroboticsurgery Globalroboticsurgerymarketbyregion[2018-2024,USDbn] Indicative HistoricalForecastCAGRDespitebeingamarketsteeredby 2018-2024theUSA,Europeisexpectedtogrowapproximatelyinlinewiththe 10.9717%marketgrowthrate 1.72 9.40(16%) Europe 16% Particularly,reimbursementlimitations(i.e.,highcostperprocedures)andmeasures 8.06 1.481.46 (13%) Row13%towardscentralizationofcertain complexprocedures(e.g., 4.34 6.901.271.30Switzerland)arelimitingthe growth 5.921.091.15USwillremaintheworld'slargest 5.070.941.02marketforroboticsurgerysystems- Itisexpectedtocontinuetobethe 0.8106'0 0.70(16%)0.80 0.70(16%)6.63 5.64 7.80 (71%) USA18% majorgrowthdriver 2.953.47 (68%) 4.08 4.79 2018201920202021202220232024 Keymarketsegments Saurce:Arizton,RolandBerger FlandersStsteotthrArt18 Currentdevelopmentssuggestatrendtowardsroboticsurgery Overviewofmarkettrends Robotic TrendsCommentRelevancesurgery APreferencetowardsForalargenumberofproceduresintheabdomen,urologyandgynecology,minimalinvasivesurgeryand minimalinvasivesurgery(Mis) particularlyroboticsurgeryareincreasinglypreferredoveropensurgerybothbypatients(e.g.,lessbloodloss,less BModerategrowthHistoricaldevelopmentw.r.t.casenumbersinprostatecancerhasexperienceddifferenttrajectoriessuchasdecline inrelevantsurgical in#surgeries,duetofavoringofactivesurveillancevs.surgery,useofanti-hormonaldrugsandchemotherapy proceduresMovingforward,amoderategrowthw.r.t.surgeriesisexpected HighcostHospitalsneedtoincurhightotalcostofownershipfortheincumbentSurgicalrobots magnitudeOnlycomplexprocedureswithhighreimbursementratesareprofitablefromtheroboticsurgery'sperspective DProceduresMarketexpertsexpectacentralizationofcomplexprocedurestowardsspecializedclinicscentralization EEconomicHospitalsarecompensatedonlump-sumofallcostsanddoctorsarecompensatedthesa