IVD MARKET 생산과판매 IVD 생산과 MERCK Life Science 박선필 2017 July 6
AGENDA 1 Organization Dx & TST 2 3 IVD Market Overview Our Offering 2 2
Organization _ Dx&TST R&A Korea Applied Solutions Dx & TST team Customer Segmentation Diagnostics F&B (F&F) Medical Device 컨텍렌즈덴탈 Testing Environment Testing lab 수질 & 대기환경사기업 3 3
IVD Market Overview Who s our customers? IVD Manufacturer Clinical Testing Lab Clinical Hospital Merck sells products and services to ALL of these customers 4 4
IVD Market Overview 체외진단 (IVD) 세부분류 Global IVD 세부 세부분야별시장점유율및성장률 면역화학 (Immunochemistry) 혈액진단 (Hematology) 면역화학적진단 6.0 40.5 자가혈당측정 (SMBG) 임상미생물 (Clinical Microbiology) 자가혈당측정 4.2 17.9 현장진단 (POCT) 지혈진단 (Hemostasis) 현장진단 13.3 10.9 분자진단 (Molecular Dx) 조직진단 (Tissue Dx) 분자진단 9.3 15.2 0 10 20 30 40 50 13 년시장점유율 12~'17 CAGR(%) 5 출처 : Frost and Sullivan 5
IVD Market Overview Sub segmentation Description 관련 면역화학 (Immunochemistry) 임상면역학적분석및화학분석을통한진단 관련기업 엑세스바이오, Commercial lab 자가혈당 (SMBG) 개인당뇨관리를위한제품아이센스, 인포피아등 현장진단 (Point of care testing) 분자진단 분자진단 (Molecular Dx) 혈액진단 (Hematology) 임상미생물 (Clinical Microbiology) 지혈진단 (Hemostasis) 조직진단 (Tissue Dx) SD, 질병에대한즉각대응을가능하게하는목적바이오노트, 바디텍, 나노엔텍, 휴마시스, 수젠텍등혈액및뇨와같이인체에서채취한표본에서핵산씨젠, 마크로젠, 랩지노믹스, 엠지 (DNA/RNA) 추출하여병의원인감염여부를진단메드혈액내의적혈구, 백혈구, 혈소판수, 혈색소농도를측정하여혈액의변화를파악하는방법미생물감염을진단하고적절한항생제및투여량을결정할수있는진단혈액응고진단, 출혈성질환및혈소판장애, 자가면역상태를진단하는사용인체에서유래된검사대상물을이용각종감염에의한질병의진단과추적에이용 6 출처 : Frost and Sullivan, 생명공학정책연구센터 6
IVD Market Overview IVD Manufacturers in Korea KoreaBio ( 한국바이오협회 ) 산하체외진단기업협의회 77개업체등록 7 7
IVD Market Overview 주요기업동향 나오엔텍나노엔텍 /SK 텔레콤 나오엔텍 Standard Diagnostics Standard Diagnostics 씨젠 투자전략을기반으로현장진단과분자진단분야에경쟁력 SK telecom 전략적제휴로 11 년투자를시작하여현재최대주주로등록 중국분자진단기기업체티안롱사에투자를시작중국분자진단의료사업을위한전략적제휴체결 모바일헬스케어분야에서 IoT 기반의토탈솔루션사업모델구출계획수립 서울대학내벤처로시작 약 190 억원의매출달성 10년 Alere에인수합병 16년 Abbott에 Alere 인수합병됨 현장진단분야경쟁력확보 99 년설립이후말라리아 / 아프리카수면병동시진단시약, 에이즈 / 매독동시진단시약등약 100 여개의진단시약을개발 유전자재조합항원, 카클론항체를자체개발함 12 년기준매출 900 억돌파 분자진단전문기업으로 Realtime PCR을보완한원천기술을확보하고있음 진단시약제품으로인두유종바이러스, 인플루엔자및세균성호흡기질환병원체, 성매개감염원인균등검사제품이있음 14 년기준매출 640 억달성 8 출처 : S&T market report vol.40 8
Our Offering Market Drivers and summary Market Insight Healthcare market strong growth 인구고령화, 신종전염병, 및대상국가의확대 질환치료중심에서 Preventive care로 인도, 중국, 및동남아국가위주로국내업체들의시장점유율확대 국내시장의기업들은자가혈당측정, 분자진단및현장진단 (POCT) 분야에집중 Opportunity 테스트소요시간감축에대한압박 Purchasing decisions based on quality 의료기기산업중점육성 - 충북, 대구, 강원, 경기도오송생명과학단지, 대구, 경북첨복단지원주첨단의료건강산업특구, 성남헬스케어융복합클러스트 Threaten 체외진단기기소형화, 검사효율성증가로 Raw material 사용감소 Global IVD manufacturer M&A 9 9
Our offering IVD Manufacturer s Needs from supplier IVD manufacturers have specific needs from suppliers From Survey On time delivery Prompt response to queries Technical support needs Proactive change control Responsive technical support, on-time delivery, being proactive and consistent Also Important Quality and Regulatory support Reliable and transparent Supply chain 10 10
Our Offering Broad portfolio General product categories Analytical Capillary GC Packed GC Solid Phase Extraction Bulk Resin Certified Reference Materials Bulk Silica Custom Standards Application Development HPLC Columns Much More Chemistry Material science General Organic Synthesis Silanes Magnetic and Latex Beads Membranes Acid Chlorides High Purity Salts High Purity Solvents Anhydrous solvents DEA Regulated Materials Detergents Metals Nanomaterials Polymers Much More Biology Lipids Nucleotides/sides Oligonucleotides Peptides PCR Recombinant Cell Lines Phosphoramidites Human Origin Product\s Blood Typing Reagents Chromogenic Substrates Antibodies Biological Buffers and Reagents Biopolymers Carbohydrates Cell Culture Media Enzymes Enzyme Inhibitors Proteins Stain and Dyes Much More 11 11
Our Offering IVD commercialization path Concept Clinic Assay development Broad portfolio of over 300,000 products Scale up / Engineering / Transfer Flexibility to meet your needs Manufacturing Global Supply Chain Contract manufacturing R&D and Manufacturing Expertise Best in Class ecommerce Custom Packaging Bulk and Format options Custom Formulations Custom Raw material manufacturing Custom QC testing 12 12
박선필 PHONE 02-2185-4536 010-6207-2734 E-MAIL Sp.park@merckgroup.com 13