Over 10 Listed Companies, 7 Chief Analysts, and 4 Multinational Innovation Centers Gather to Share Insights on Healthcare Innovation and IPO Opportunities

Listed healthcare companies, as leading enterprises and pivotal forces in their respective niche sectors, bear the mission of driving industrial upgrading. Meanwhile, in the process of building a Healthy China, they face critical challenges: how to develop and produce superior pharmaceuticals, medical devices, and health supplements; how to enhance efficiency in the distribution sector; how to leverage informatization and big data to provide better solutions for healthcare reform; and how, under policy guidance, to offer new models of private healthcare that align with market demands without conflicting with the positioning of public hospitals. In addressing these areas, listed companies not only shoulder significant responsibilities but also unlock vast market opportunities for themselves.

Meanwhile, from the perspective of industrial development trends, every move made by listed companies in their industry layout holds crucial reference value for small and medium-sized enterprises (SMEs) and entrepreneurs across the entire sector.

Taking advantage of the 2019 Future Healthcare Top 100 Conference, VCBeat and VBInsight, together with more than 20 listed companies, willDecember 22, 2019, inBeijing · Jiuhua VillaCo-hosting the Future Healthcare Leaders Summit,Henlius, Viva Biotech, KingMed Diagnostics, Inspur Group, SenseTime, Pengai Medical, iFlytek,Sanofi, Novartis, Boehringer Ingelheim, PhilipsSenior executives from these companies will all attend and deliver speeches.

*Listed in order of presentation, not by ranking:

*Listed in order of presentation, not by ranking:

Dong Zhengyu | Vice President of Product Development at Henlius

Xu Daqiang | Chief Business Officer, WuXi Biologics Holdings Group; Head of WuXi Biologics Innovation Center

Hou Shenggen | Vice President of KingMed Diagnostics Group

Gao Chuangui | Vice President of Inspur Group

Zhang Yongmei | Director of the International Strategic Development Center and Assistant to the Chairman, Aier Eye Hospital Group Co., Ltd.

Zhou Pengwu | Chairman and CEO of Pengai Medical Aesthetics Group

Zhang Shaoting | Vice President of SenseTime, Deputy Dean of the Research Institute, and Head of SenseTime Smart Healthcare

Lu Xiaoliang | Executive President, iFlytek Healthcare

Yu Wenxin | Chief Analyst, Managing Director, Haitong Securities

Zheng Wei | Chief Healthcare Analyst, Tianfeng Securities

Luo Jiarong | Chief Analyst, Pharmaceutical Industry, GF Securities Development Research Center

Zhu Guoguang | Chief Healthcare Analyst, Southwest Securities

Zhou Yi | General Manager, Shenzhen Capital Group Hongtu Healthcare Fund

Liu Dan | Executive Director, CDH Investments

Luo Xi | Director, Healthcare Industry Group, Investment Banking Committee, CITIC Securities

Lin Rong | Director, PwC Innovation Center

Xia Wenrong | Head of Innovation, Sanofi

Ji Cheng | Head of Business Model Transformation Promotion and Digital Team, Novartis Pharmaceuticals

Yang Chunhua | Head of Digital Marketing, Boehringer Ingelheim

Zeng Yongqin | Senior Director of Innovation, Philips HealthCare Innovation Works

Zhang Wei | Vice President of BOE (Beijing Oriental Electronics) Group, General Manager of the Digital Hospital SBU, Health Services Business Group

Ke Yan | Senior Vice President of Alibaba Health, Head of Smart Healthcare

Huang Yan | General Manager, Baidu Smart Healthcare

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2019 was a year of harvest, with multiple companies ringing the bell for their IPOs and welcoming one piece of good news after another. On May 9, Viva Biotech successfully listed and began trading on the Hong Kong Stock Exchange; on September 25, Henlius rang the bell for its listing on the HKEX; in October, Aiyier Medical ended its 22-year journey and finally listed in the United States... More and more enterprises in the healthcare sector are ushering in successive springs.

Furthermore, this year, Aier Eye Hospital, marking its 10th anniversary since going public, unveiled its strategy for the next decade, proposing to comprehensively build an eye health ecosystem. The company will lay out its operations across five major segments: the tiered chain ecosystem, the intra-city network ecosystem, the “Internet+” ecosystem, the globalization ecosystem, and the medical finance ecosystem.

KingMed Diagnostics, which successfully listed on the Shanghai Stock Exchange in 2017, joined a global strategic alliance for medical diagnostics last year, marking another step toward internationalization in its diagnostic technologies and service capabilities in core disease areas. Traditional global leaders, Sanofi and Philips, are also continuing to unleash creativity within their respective strategic layouts, highlighting the role of their innovation engines.

With resources trickling down to lower-tier markets, consumption upgrades, and capital influx, the breakthrough of China’s healthcare industry has expanded the global sector’s horizons. The convergence of favorable policy environments, technological advancements, and growing demand is poised to drive new growth for industrial expansion, signaling that the healthcare industry is entering a brand-new phase. How will the medical and health sector evolve in 2020?

The medical AI frenzy that swept through the industry in late 2016 has returned to rationality this year. The more than one hundred medical AI startups that sprang up like mushrooms after rain have gradually formed distinct tiers, and public attention has shifted from boundless speculation about the future to a focus on practical implementation. The medical AI industry has entered its “midgame.” Guiding more startups through this mid-stage competition and achieving equitable access to high-quality medical resources is becoming the mission and mandate of AI giants.

Although the SenseTime Smart Health team was established in 2018, SenseTime, as a leader in the field of computer vision, had already deployed mature applications in scenarios such as smart cities, internet entertainment, and smartphones. After deciding to enter the healthcare sector, SenseTime rapidly built its own R&D and product capabilities. At the 2018 World Artificial Intelligence Conference held in Shanghai, it unveiled the prototype of SenseCare, a clinical-oriented smart diagnosis and treatment platform, and concurrently won multiple world championships in competitions at MICCAI, the premier conference on medical image computing.

In 2017, the “Intelligent Medical Assistant” developed by iFlytek passed the comprehensive written examination of the National Medical Licensing Examination, outperforming 96.3% of human candidates. To date, this “Intelligent Medical Assistant” has long since moved beyond the examination room and into primary healthcare institutions. Last year, iFlytek partnered with DXY to redefine physician training using AI technology.

Inspur Group, a key player in China’s national big data initiative, has accumulated nearly 5 billion data records. Its mature in-hospital health and medical big database has provided it with extensive data resources for hospital management. Last year, Inspur partnered with Miao Health to jointly build a closed-loop health and medical big data ecosystem. Will Inspur enter this year’s competitive landscape with a renewed strategy?

As we can see, an increasing number of tech giants are stepping onto the battlefield. With medical AI having entered deep waters, how can it achieve a technological leap and return to the essence of healthcare? How can data in the medical world be made more authentic and valuable?

This year, the launch of the STAR Market has provided a platform for many innovative companies that are not yet profitable or have products in early stages to access the capital market. The state has strategically implemented new regulations on drug registration management, along with supporting policies such as volume-based procurement and the elimination of outdated production capacity, thereby injecting vitality into the market.

This year, the landscape of China’s healthcare industry has been reshaped by pioneers embarking on a “Great Voyage,” with private equity transaction volume in the new healthcare economy surpassing the unprecedented $9 billion mark. As change accelerates and local innovation emerges as the key to breaking through barriers, how can IPOs bring new opportunities to innovative enterprises?

At the 2019 Future Healthcare Top 100 Conference · Leaders’ Summit, a special roundtable discussion was convened, featuring chief analysts and executives from securities firms such as CITIC Securities, Haitong Securities, Tianfeng Securities, GF Securities, and Southwest Securities, as well as senior executives from investment institutions including Shenzhen Capital Group and CDH Investments. They shared insights on new IPO opportunities from diverse perspectives.

The room for multinational medical companies to leverage their product pricing and technological leadership advantages has been continuously squeezed. The more severe challenge lies in the fact that the rules of the game and competitive landscape in the Chinese market are undergoing dramatic changes. To face deeper-level market competition, localization strategy must be the core strategy for foreign enterprises.

The trillion-yuan market size in China has become the most compelling reason for multinational corporations to enter the arena. At CMEF, Philips announced its collaborations with Shenzhou Medical and Ping An Good Doctor, launching “Shenfei Cloud 2.0.” It also introduced a “Comprehensive Cardiovascular Solution” tailored for the Chinese market. In February this year, Philips signed a letter of intent with CITIC Pharmaceutical to jointly promote the domestic implementation of VitalHealth, a cloud-based population health management platform.

Sanofi entered the Chinese market 37 years ago, and today its employees in China account for nearly one-tenth of its global workforce. In April 2018, it established the “Jichuang Alliance” to build multi-party bridges for local innovative enterprises and accelerate the market launch of digital healthcare products. This year, Sanofi launched Asia’s first Digital Acceleration Center to speed up the industrialization of digital healthcare.

How will international healthcare companies achieve Chinese-style innovation? What opportunities will their local innovations bring to domestic enterprises?