Straumann Holding Ag · SIX:STMN

Straumann — Investor Day (May 2012)

13 slides from Straumann's investor day presentation, May 16, 2012

  1. Slide 1: How will dentistry look in 2020?

    How will dentistry look in 2020? Gilbert Achermann, Chairman Capital Markets Day Amsterdam, 16 May 2012 Methodology To complement existing research, we conducted more than 40 interviews with KOLs and dental experts,... …benchmarked against other industries... ...and researched the fundamentals of th

  2. Slide 2: Patient & oral health trends; Dental practice trends (1/2)

    Patient & oral health trends Dental health will improve No substitute for dental implants will emerge in the next 10 years The number of dental patients with co-morbidities will increase Patients will want more and better information on dental health & treatment options STRAUMANN CMD 2012 Copyright

  3. Slide 3: Dental practice trends (2/2); Dental professional trends

    Dental practice trends (2/2) Dentists by ~25% of dentists today <35 35-44 45-54 55-64 >65 Total age (in %) 1 are aged 55–64 and are expected to retire by 2020 DE 15 24 33 23 5 100 Majority of young dentists US 14 22 26 26 14 100 replacing retiring dentists will be female 1 2010 data. DE projection r

  4. Slide 4: Dental lab & dental technician trends; Digital technology trends

    Dental lab & dental technician trends Reduction of independent labs; fewer dental technicians Many labs integrated in dental practices Dental technicians will be computer savvy Simple restorations will be generally produced chair-side Complex restorations will be milled centrally Monolithic restorat

  5. Slide 5: Industry & economic trends; General assumptions implant dentistry 2020

    Industry & economic trends Further industry consolidation expected Increased competition for talent Dental implant market growth correlates with consumer behaviour and macroeconomic environment Economic pressure in developed countries fosters ‘good-enough’ mentality among patients and dentists STRAU

  6. Slide 6: Implant market assumed to grow in high single digits

    Implant market assumed to grow in high single digits Implant dentistry market1 value (in CHF bn) Main threat to long-term market growth in implant dentistry is 2011 2020 CAGR 2011-20 the possibility of another global ~3.5 6-8 6-10% recession between now and 2020 (lower range estimate) High single-di

  7. Slide 7: Strong growth in BRIC; US a significant driver

    Strong growth in BRIC; US a significant driver Dental implant market size (value) Source: MRG 2010, Fundação Getulio Vargas, Ernst & Young, McKinsey Global STRAUMANN CMD 2012 Institute, BCG, US Census Bureau; Straumann estimates. 18 Copyright Straumann. All rights reserved. Key drivers for implant v

  8. Slide 8: US example: implant penetration rising to 25-30%

    US example: implant penetration rising to 25-30% Tooth loss and treatment courses (US) Adult population People affected by tooth loss: 45-55% Annual tooth loss cases seeking treatment: 5-10% People actually treated: 45-55% Implant treatment Conventional treatment 2011: 15-20% 2011: 80-85% 2020: 25-3

  9. Slide 9: Key drivers for implant volume growth; US dentist population

    Key drivers for implant volume growth ACCEPTANCE1 • What will the prognosed market growth imply for the implant penetration rate? • Is there ‚a natural ceiling‘ for the implant penetration rate? AFFORDABILITY ACCESS • Will patients have the money • Will patients have access available for implant tre

  10. Slide 10: Treatment access crucial for growth in India & China

    Treatment access crucial for growth in India & China Implant penetration and dentist density1 20112 by country 250 100 # of implants per 10 000 Dentists per population per year 100 000 population 200 80 150 60 61 Average (OECD) 100 40 Average (OECD) 91 50 20 0 0 SE DE JP FR US IT ES CH UK KR CN IN N

  11. Slide 11: Affordability in developed and emerging countries

    Key drivers for implant volume growth ACCEPTANCE1 • What will the prognosed market growth imply for the implant penetration rate? • Is there ‚a natural ceiling‘ for the implant penetration rate? AFFORDABILITY ACCESS • Will patients be able to pay for • Will patients have access implant treatment? to

  12. Slide 12: Premium expected to be largest segment in 2020

    Premium expected to be largest segment in 2020, despite slower growth than overall market Implant market segment Premium Value Discount Presence Global Regional, local2 Local US Examples for countries with Japan Brazil, South Korea predominant segment today Germany Expected development 2020 Volume P

  13. Slide 13: The dental practice of the future – a glimpse

    The dental practice of the future – a glimpse STRAUMANN CMD 2012 30 Copyright Straumann. All rights reserved. 13

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