Albion Crown Vct Plc · LSE:CRWC
Albion Crown Vct — AlbionVC — Investor Presentation (2021)
20 slides from Albion Crown Vct's investor presentation, 2021
Slide 1: AlbionVC Health Tech Primer for Europe
AlbionVC Health Tech Primer for Europe Our thoughts on the state and future of technology in European healthcare
Slide 2: AlbionVC healthcare practice
AlbionVC healthcare practice AlbionVC helps build the future of enterprise The healthcare team is led by two partners, and healthcare. With 20+ years of experience Dr Andrew Elder and Dr Christoph Ruedig, both of in technology investments, our core focus is whom are former doctors who bring a breadt
Slide 3: Our thoughts on the state and future of technology in European healthcare
Our thoughts on the state and future of technology in European healthcare Throughout 2020 and 2021, healthcare has been at the forefront of almost every a genda: public and private, company and government, young and old. Much of it, of course, driven by the worst pandemic in generations. We at Albio
Slide 4: Deep Tech and Economics - the case to be bullish about healthcare
Deep Tech and Economics - the case to be bullish about healthcare First, lets take a step back and look at the broader Log price per compute Combined Market Cap of largest technology industry. Most “techies” know the phrase coined power ($/GFLOP) SW companies* ($trn) by Marc Andreessen “Software is
Slide 5: This is economics 101
This is Log price per ($) per unit: - Compute power (GFLOPS - 1 genome sequence (WGS) economics 101 $/GFLOPS $/WGS 100,000,000 As the price of something drops, mass 10,000,000 1,000,000 adoption follows and significant markets 100,000 are being created. Now let’s plot the price 10,000 of genome sequ
Slide 6: Pre-Covid | Slowly but steady
Pre-Covid | Slowly but steady The previous chart picks out one area in healthcare (genomic medicine) where cost The charts below show a few examples of what has happened over the last 5-10 years for decreases and broad-based adoption are driving substantial change and progress. Similar four differen
Slide 7: A long way to go (and grow)
A long way to go (and grow) As venture capital investors, we take a long-term view. To start to understand where In advertising, which has been heavily disrupted by digital, the value of the largest technology technology in healthcare is today and where it could go, it helps to look at other industr
Slide 8: We're seeing evidence of the enormous potential in telehealth
We’re seeing evidence of the enormous in reality be delivered remotely. Let’s take the example of type potential in some of the recent telehealth 2 diabetes. The disease is monitored on the basis of elevated success stories in the USA such as blood sugar levels or its effect on haemoglobin as measur
Slide 9: Investigation, Diagnosis/Prescription, Therapy/Intervention
The same is true of many chronic or even acute conditions. The graphic below gives three further examples and how investigation, diagnosis and treatment can be delivered remotely using technology. Investigation Diagnosis/Prescription Therapy/Intervention Capillary blood Patient collects sample at GP
Slide 10: A centuries old problem
A centuries old problem Most people in the industry would answer However, the lightning-fast adoption of technology across when effective treatments were first discovered for bacterial the question of why healthcare has been a healthcare in the wake of the Covid-19 pandemic has shown infections, mak
Slide 11: Shift from acute infections to chronic disease burden
The main disease burden in the late 19th and early Fast forward to the early 21st century with the main disease technology, it would look very different. It would be focused on 20th century was from nosocomial infections such as burden from chronic conditions that require frequent diagnostic identif
Slide 12: The moment of disruption
The moment of disruption An area where prevention has actually worked extremely It’s these forces that are the catalyst behind the rapid rise of well is vaccines. The childhood vaccination programs that digital technologies in healthcare. Faced with an existential were put in place over the course o
Slide 13: Covid-19 impact on patient visits and telehealth
US patient visits to providers US outpatient visits (% change from baseline) 100% 100% 80% For example, outpatient / GP visits dropped by >50% at the 80% peak of the first wave compared to pre-pandemic. At the same 60% 60% time, teleconsultations jumped from low single digit percentage 40% Telehealt
Slide 14: Covid-19 impact on pharma and clinical trials
However, it’s not just GPs, hospitals and patients that have Change in new patients entering trial sites (% vs. 2019) % of trials sites implementing Covid responses been affected. The pharmaceutical and medical device industries have had a rough ride as well. The worst UK USA China 40% impacted part
Slide 15: There's no going back to the old ways
Exactly where we are going to end up on the healthcare digital technology adoption curve once the Covid-19 has been brought under control, nobody knows. The result will partly depend on how much longer the pandemic will impact healthcare systems and the need for continued social distancing. But one
Slide 16: State of digital adoption in Healthcare in Europe
State of digital adoption in Healthcare in Europe At AlbionVC, we have been investing in healthcare for 25 At AlbionVC we mostly invest in B2B companies and focus years and digital health for 15 years. When we started out, our digital health activities on two customer segments: the the opportunities
Slide 17: Digital Pharma - pharmaceutical value chain in Europe
Digital Pharma - pharmaceutical value chain in Europe Research Clinical Development Marketing & Sales Discovery Pre-clinical Phase 1 Phase 2 Phase 3 Launch Growth/ Life Cycle Management Target discovery, assay Design trial, patient enrolment, trial ops & Market intelligence, health economics, Activi
Slide 18: Digital Pharma - pharmaceutical value chain
Digital Pharma- pharmaceutical value chain Research Clinical Development Marketing & Sales Discovery Pre-clinical Phase 1 Phase 2 Phase 3 Launch Growth/ Life Cycle Management The first part of the pharmaceutical value chain that saw non-medical datasets to extract insights that are useful strong ado
Slide 19: Digital Care - patient-provider journey in Europe
Digital Care – patient-provider journey in Europe Healthy/Pre-symptomatic Diagnosis/Prescription Treatment Provider enterprise SW (EMR, Workflow, Back Office) ▪ Wellness, Prevention, Screening ▪ Medical history ▪ Surgery, Rx, devices (in vivo, ex vivo) Activities / ▪ In vitro diagnostics (IVD), ▪ Tr
Slide 20: Digital Care - patient-provider journey
Digital Care - patient-provider journey First to digitise in the hospital were the picture archiving a decade ago. Another category that has seen strong systems (PACS) in the radiology departments. This was growth, in particular following the onset of the pandemic is followed by the widespread adopt