Cegedim Sa · EURONEXT:ALCGM
Cegedim Sa — Investor Day (December 2017)
150 slides from Cegedim Sa's investor day presentation, Dec 11, 2017
Slide 1: Cegedim Investor Summit, December 11, 2017
Cegedim DECEMBER II, 201) Bij cegedim
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation contains forward-looking statements (made pursuant to the safe harbour provisions of the Private Securities Litigation Reform Act of 1995). By their nature, forward-looking statements involve risk and uncertainty. Forward-looking statements represent the compa
Slide 3: Our today journey will take us to:
OUR TODAY JOURNEY WILL TAKE US TO:
Slide 4: Agenda of the day
Anticipating the future healthcare key trend Shaping the future healthcare ecosystem BY JAN ERYK UMIASTOWSKI 14:35 . 14:50 .17:35 . 17:45 COCKTAIL! . 15:05 From a business model transformation . Examples of innovative Financial communication BY JAN ERYK UMIASTOWSKI plan to a unique connections acros
Slide 5: Business model transformation plan
BUSINESS MODEL TRANSFORMATION PLAN:
Slide 6: Business model transformation
+ Aclivus * Nightingale * Fuluramedia Divestments: . + CRM and ee Business Model Strategic Data pebeleIedST21° + Transformation gelease he Group considers fo sel ils Cegelease and Lurofarmal Businesses Investing in Innovation Capitalized R&D: © H1 17: €23m Al +21%0) + H2.16: €22m Al +42% 01 * Over t
Slide 7: Introduction
INTRODUCTION LAURENT LABRUNE Managing Director
Slide 8: Business model transformation plan to integrated Cloud-digital suite
FROM A Business model transformation plan TO AN Integrated connected, full–service Cloud-digital suite CEGEDIM IS NOT JUST CREATING NEW PRODUCTS AND SERVICES; WE HELP SHAPING THE NEW DIGITAL HEALTHCARE ECOSYSTEM
Slide 9: Key trend in healthcare
KEY TREND IN HEALTHCARE JAN ERYK UMIASTOWSKI
Slide 10: Healthcare ecosystem
HEALTHCARE ECOSYSTEM Government Healthcare Providers Hospitals Private Law Chronic Care Acute care Regulatory Bodies Ancillary medical services Home care Patient Safety ACOs Ongoing Care Quality Improvement Home care Online Resources Health Information / EHR IT Infrastructure Ancillary Services Oper
Slide 11: Key facts to know!
KEY FACTS TO KNOW!
Slide 12: Global healthcare spend
GLOBAL HEALTHCARE SPEND + 24% $8.7 TRILLION $7.0 RISING COST TRILLION 2020 2015 Source: Deloitte, 2017 Global Health Care Outlook, Making progress against persistent challenges
Slide 13: Global healthcare spend
GLOBAL HEALTHCARE SPEND MOSTLY STABLE IN TERM OF % OF GDP 10.4% 10.5% 2015 % OF GDP ON HEALTHCARE 2020 Source: Deloitte, 2017 Global Health Care Outlook, Making progress against persistent challenges
Slide 14: Healthcare spend growth by region
HEALTHCARE SPEND GROWTH BY REGION +4.3% +4.0% +2.4% Source: Deloitte, 2017 Global Health Care Outlook, Making progress against persistent challenges
Slide 15: Rising demand fueled by rapidly aging population
RISING DEMAND AND ASSOCIATED SPENDING ARE FUELED BY RAPIDLY AGING POPULATION X2 +1 WORLD POPULATION LIFE EXPECTANCY INCREASE OVER 60 BETWEEN PER YEAR TILL 2020 (2) 2015 AND 2050(1) Source: (1) http://www.un.org/en/development/desa/population/publications/pdf/ageing/WPA2015_Report.pdf (2) Deloitte, 2
Slide 16: Growing prevalence of chronic diseases
RISING DEMAND AND ASSOCIATED SPENDING ARE FUELED BY GROWING PREVALENCE OF CHRONIC DISEASES 57% 45% 2020 2001 % OF CHRONIC DISEASES IN GLOBAL DISEASES Source :World Health organization at http://www.who.int/nutrition/topics/2_background/en/
Slide 17: Increasing patient engagement
RISING DEMAND AND ASSOCIATED SPENDING ARE FUELED BY INCREASING PATIENT 40% 73% ENGAGEMENT 2017 2015 60% 27% WELLNESS HEALTH CONDITION MANAGEMENT 2017 MANAGEMENT 2015 DIGITAL HEALTH APPS BY CATEGORY 2017 Source: 42 Matters, Jul. 2017; IQVIA AppScript Database, Jul. 2017; IQVIA Institute, Jul. 2017
Slide 18: Rising demand fueled by innovation
RISING DEMAND AND ASSOCIATED SPENDING ARE FUELED BY INNOVATION CLOUD REAL TIME ARTIFICIAL SOCIAL INTELLIGENCE MOBILE INTERNET OF BLOCKCHAIN HEALTH THINGS Healthcare technology is advancing quickly and is transforming care delivery and health administration
Slide 19: The world is becoming more connected
THE WORLD IS BECOMING MORE AND MORE CONNECTED 63% % traffic from wireless and mobile 47% devices of total IP traffic by 2021(2) 5BN 310M Wearable Of the world population is using the Internet(4) devices sold Unique mobile worldwide in phone 2017(3) subscribers worldwide(1) Source: (1) https://www.gs
Slide 20: Global healthcare cloud computing market
GLOBAL HEALTHCARE CLOUD COMPUTING MARKET X3 $9.5B CAGR +21% $3.7B 2020 2015 Source: https://www.marketsandmarkets.com/PressReleases/cloud-computing-healthcare.asp
Slide 21: Interrelated trends
Example: The aging trend will also drive the Growing Prevalence of Aging Population need to palliative care Chronic Diseases and the treatment of chronic condition such Interrelated as cancer, diabetes and dementia, which require significant resources and long- term commitment on Increasing Patient
Slide 22: Connected ecosystem is the future of healthcare
CONNECTED ECOSYSTEM IS THE FUTURE OF HEALTHCARE ALL THESE FORCES ARE POINTING TOWARD AN EVER-MORE COMPLEX AND INTERCONNECTED HEALTH AND CARE ENVIRONMENT CONSUMER AND CLINICIAN EXPECTATIONS ARE ALSO CHANGING AT A RAPID PACE ALONGSIDE TECHNOLOGY CHANGE , CREATING A PERFECT STORM OF HEALTHCARE TRANSFOR
Slide 23: Connected ecosystem: cost reduction and quality of care
CONNECTED ECOSYSTEM IS THE FUTURE OF HEALTHCARE COST REDUCTION - INTEROPERABILITY OF MEDICAL DEVICES THROUGH - IMPROVED CAREGIVER COORDINATION - ADOPTION OF EHR - IMPROVED ADMINISTRATIVE EFFICIENCY - OPTIMIZED REIMBURSEMENT - FIGHT AGAINST FRAUD ENHANCED - REDUCE MEDICAL ERROR QUALITY OF CARE - IMPR
Slide 24: Connected healthcare ecosystem
CONNECTED HEALTHCARE ECOSYSTEM Law Regulatory Bodies Patient Safety Healthcare Providers Quality Improvement Hospitals Ancillary medical services ACOs Government Home care Private
Slide 25: Connected ecosystem participants
ACOs Pharmacies Ancillary Medical Services Healthcare Providers Group of Specialized healthcare Treatment Centers providers Diagnostic Lab Doctors Physician Assistants Nurses Connected Government Private Home nursing Government Hospice Private At home devices Home Care PAYERS Hospitals
Slide 26: Essential part of a connected ecosystem: data
ESSENTIAL PART OF A CONNECTED ECOSYSTEM: DATA TO BE SUCCESSFUL IN THIS NEW PARADIGM, HEALTHCARE ORGANIZATIONS MUST BE ABLE TO LEVERAGE DATA TO DRIVE - BETTER MEDICAL OUTCOMES - IMPROVE THE PATIENT EXPERIENCE - CREATE COST EFFICIENCIES
Slide 27: Essential part of a connected ecosystem: security
ESSENTIAL PART OF A CONNECTED ECOSYSTEM: SECURITY TRUST IS CRITICAL TO CONNECTED CARE GIVEN THE OFTEN-SENSITIVE NATURE OF THE DATA INVOLVED 50% GERMAN HEALTHCARE PROCESSIONALS THAT SEE PRIVACY AND SECURITY CONCERNS AS A TOP BARRIER TO THE ADOPTION OF CONNECTED CARE TECHNOLOGY DATA MUST BE ALWAYS PRO
Slide 28: Legal aspect
LEGAL ASPECT REGULATORY FRAMEWORKS HAVE NOT EVOLVED AT THE SAME SPEED THAN TECHNOLOGY LEGAL LIABILITY MIGHT RESULT FROM HEALTH DIGITALIZATION For example, if a reading signals that the patient is experiencing a clinically significant event which requires an intervention, is the physician liable for
Slide 29: Reimagining and reconfiguring economic incentives
REIMAGINING AND RECONFIGURING ECONOMIC INCENTIVES VALUE - HEALTHCARE ORGANIZATIONS REWARDED FOR DOING BASED THE RIGHT THINK AT THE RIGHT TIME TO SUPPORT PAYMENT THEIR PATIENTS ’ HEALTH - PAYMENT BASED ON BEST PRACTICES - OUTCOME-RELATED REIMBURSEMENT OF TREATMENTS - BASED ON REAL-LIFE DATA EMERGING
Slide 30: Every space of health is transforming
EVERY SPACE OF HEALTH IS TRANSFORMING DIGITAL CARE TRANSFORMATION AND THE CONNECTED ECOSYSTEM ENABLE NEW MODELS OF CARE DELIVERY THAT FOCUS ON - PREVENTION - WELLNESS - PERSONALIZED THERAPIES - REMOTE PATIENT MONITORING TO IMPROVE THE HEALTH OF POPULATIONS, WHILE MINIMIZING COST
Slide 31: Remote patient monitoring
REMOTE PATIENT MONITORING CARE DELIVERY PLATFORMS WILL BE INSTRUMENTAL FOR ENGAGING PATIENTS IN THEIR OWN CARE AND DELIVERING REMOTE MONITORING SERVICES TO A LARGE NUMBER OF PEOPLE IN A COST EFFICIENT WAY Care delivery platforms are software solutions that enables the remote delivery of healthcare s
Slide 32: Revenues from remote patient monitoring
REVENUES FROM REMOTE PATIENT MONITORING + 33.8% CAGR €32.4BN $7.5BN 2016 2021 Source: https://iotbusinessnews.com/2017/02/15/10204-berg-insight-says-remote-patient-monitoring-revenues-reach-e-32-4-billion-2021/
Slide 33: Patients worldwide remotely monitored
PATIENTS WORLDWIDE REMOTELY MONITORED + 47.9% CAGR 50.2M 7.1M 2021 2016 Source: https://iotbusinessnews.com/2017/02/08/82058-berg-insight-says-7-1-million-patients-worldwide-remotely-monitored/
Slide 34: mHealth strong growth inside RPM
MHEALTH(1) STRONG GROWTH INSIDE RPM(2) 51.3% 32.5% 2021 2016 AS A % OF TOTAL REVENUE FROM RPM Source: (1) mHealth connectivity solutions, care delivery platforms and mHealth care programs (2) RPM: Remote Patient Monitoring (3) Source: http://www.berginsight.com/ReportPDF/Summary/bi-mhealth8-sum.pdf
Slide 35: Rising market acceptance
RISING MARKET ACCEPTANCE TRANSFORMATION IN HEALTHCARE ALREADY BEGUN, DRIVEN BY TECHNOLOGY INNOVATION AND CHANGES IN HEALTHCARE ORGANIZATION THE MARKET IS READY TO EMBRACE DIGITAL CONNECTED HEALTH
Slide 36: We are already seeing evidence
WE ARE ALREADY SEEING EVIDENCE $36BN 1/3 50% SAVED WORLD-WIDE OF FRENCH PEOPLE THINK OF GP WOULD BE THROUGH THE REMOTE THAT, IN SOME CASES, A INTERESTED IN USING MONITORING OF REMOTE CONSULTATION CONNECTED OBJECTS AS PATIENTS WITH CAN BE A SUBSTITUTE FOR PART OF THEIR CHRONIC DISEASE (1) GOING TO TH
Slide 37: We are already seeing evidence
WE ARE ALREADY SEEING EVIDENCE OF HEALTHCARE PROFESSIONALS ARE “DIGITAL NATIVES'”(1) 51% AGED 18-34 REPORTED USING 40% DEVICES TO SCHEDULE APPOINTMENTS OR CHECK THEIR HEALTH STATUS PHYSICIANS WILL LIKELY FACE PRESSURE IN THE NEAR FUTURE FROM MILLENNIALS WHO EXPRESS STRONG INTEREST IN USING TECHNOLOG
Slide 38: Many patients have already taken steps in this direction
MANY PATIENTS HAVE ALREADY TAKEN STEPS IN THIS DIRECTION Today’s healthcare consumers have come to expect the same informative and action-oriented online experiences in healthcare that they find in other industries ACCORDING TO A ACCENTURE SURVEY IT IS AT LEAST SOMEWHAT IMPORTANT TO BE ABLE TO 82% B
Slide 39: Trends driving & shaping healthcare
TRENDS DRIVING & SHAPING HEALTHCARE DRIVERS SHAPERS - RISING COSTS - RAPIDLY AGING POPULATION - WORKER SHORTAGE - CHRONIC DISEASE - PAYMENT REFORM - HOME CARE - PATIENT ENGAGEMENT - WELLNESS - INTERNET & MOBILE USAGE - TELEHEALTH - A NEW GENERATION OF PHYSICIANS - PRIVACY & SECURITY DRIVERS & SHARPE
Slide 40: L'avenir, tu n'as pas à le prévoir mais à le permettre
L’AVENIR, TU N’AS PAS À LE PRÉVOIR MAIS À LE PERMETTRE AS FOR THE FUTURE, YOUR TASK IS NOT TO FORESEE IT, BUT TO ENABLE IT ANTOINE DE SAINT-EXUPÉRY, CITADELLE
Slide 41: Cegedim a unique digital connected healthcare ecosystem
CEGEDIM A UNIQUE DIGITAL CONNECTED HEALTHCARE ECOSYSTEM
Slide 42: Cegedim health data in gigabytes
CEGEDIM HEALTH DATA(1) IN GYGABYTES (1) Patient Data & Sales Data (2) Bibliothèque Nationale de France (BNF). The National Library of France is the country's largest and one of the largest in the world, with over 40 million books
Slide 43: Examples of innovative connections across healthcare ecosystems
Examples of innovative connections across healthcare ecosystems David Syr, Jérôme Matha, Christian-Eric Mauffre, Guy Taieb, Eric Jarousse, Olivier Hua, Workshop session Arnault Billy, Philippe Simon, Olivier Rouas
Slide 44: GERS Data
GERS DATA David Syr Operations Manager
Slide 45: GERS Data: from prescription to fulfillment
GERS DATA From Prescription to Fulfillment
Slide 46: Continuously reinventing data usage
Continuously reinventing DATA usage © cegedim 2017 46
Slide 47: GERS Data: centered on the patient
GERS DATA Centered on the patient
Slide 48: Patient data anonymized in a transparent manner
Patient data anonymized in a transparent manner © cegedim 2017 48
Slide 49: A unique reference source
A unique Reference source Gain insight into prescriber behavior, patient course of care, and the pharmacist’s role, while respecting rules for proper usage. Speak the same language: Innovative visuals: • Healthcare professionals • Learned societies • Health industry • Health authorities • (CEPS, CNA
Slide 50: Structured data
Structured data © cegedim 2017 50
Slide 51: Patient journey example: Mr. COPD
MR. COPD Doctor visit – Diagnosis is chronic bronchitis from a secondary September 12, 2015 Consultation MG – Délivrance (Symbicort) infection – Prescription (Symbicort) October 10, 2015 Délivrance (Symbicort) Doctor visit – Diagnosis is chronic bronchitis from a secondary January 2, 2016 Consultati
Slide 52: Smart Data: some key figures for 2016
Smart Data: some key figures for 2016 © cegedim 2017 52
Slide 53: GERS Data: the key to the pharmacy
GERS DATA The key to the pharmacy 53
Slide 54: A unique understanding of the pharmacy ecosystem
A unique understanding of the pharmacy ecosystem 100% of medications in We identify town, at the hospital, and – 100% of prescribers most importantly – at 100% 100% of care facilities of pharmacies © cegedim 2017 54
Slide 55: A unique understanding of pharmacies
A unique understanding of pharmacies Groupements 55
Slide 56: From individual behaviors to sector trends
FROM INDIVIDUAL BEHAVIORS TO SECTOR TRENDS
Slide 57: From pinpoints to industry analysis
FROM PINPOINTS TO INDUSTRY ANALYSIS
Slide 58: Smart Rx
SMART RX Jérôme Matha Managing Director of Smart Rx
Slide 59: Keep pace with a changing market
Keep pace with a changing market
Slide 60: Simplified software offering
Simplified Software Offering 2017 2017 Premium Périphar Alliance + Opus Logiphar Smart Rx 3 guiding principles: Périphar ✓ Openness Opus ✓ Security ✓ Simplicity Smart Rx © cegedim 2017
Slide 61: Pharmacy groups have different needs
Pharmacy groups have different needs What matters to groups ✓ Purchasing ✓ Sales ✓ Services for Patients / Consumers ✓ Services for members © cegedim 2017
Slide 62: Smart Rx, a one-stop shop for pharmacy groups
SMART RX, a core Cegedim business, a one-stop shop for pharmacy groups Equipment monitoring Time management 360 Groupement The right organization Smart Rx Connect ✓ Development ✓ Technical expertise ✓ Dedicated sales force © cegedim 2017
Slide 63: Groupe CEIDO
Groupe CEIDO Christian-Eric Mauffré, President of CEIDO Santé pharmacists group
Slide 64: A bigger picture for pharmacy retail in France
A bigger picture for Pharmacy Retail in France….
Slide 65: French pharmacy retail drugs key facts
French Pharmacy Retail Drugs Key facts 14.3% DIRECT SALES PHARMA LABS (280) 27.8% 57.9% WHOLESALERS (7) 0.6% COMMUNITY HOSPITAL PHARMACY (22000) 57.3% Average Turn Over 1.5M € CAPITAL CONTROL DRUG LICENCE DELIVERY REGULATION MONOPOLE © cegedim 2017 65
Slide 66: French retail key figures
French Retail Key figures Margin: 9.35 Billion 5.25 Billion Margin 4.1 Billion On Rx Drugs for the rest of the PURCHASE business LOGISTIC 2.5 Billion Margin DATA New areas: MANAGEMENT = Fees OTC, Parapharmaceutical, New Services Services Fees © cegedim 2017 66
Slide 67: French pharmacy network overview
French Pharmacy Network Overview DRUG RETAIL DELIVERY SELECTION EXCELLENCE DIGITAL PURCHASE DATAS PHARMACY NEW HEALTH NETWORK SERVICES TRAINING SERVICES CENTER BRAND CRM WELL BEING PRIVATE LABELS QUALITY PROVIDER © cegedim 2017 67
Slide 68: Customer orientation and digital excellence
Preparing the retail in a disruptive world, CEIDO develops innovation capabilities to ensure progress TERRITORIAL UNIT • Management entity and business leverage • Average Size €3.5M Turnover growth 3.5% CUSTOMER ORIENTATION (France 0.5%) DIGITAL EXCELLENCE COLLABORATIVE APPROACH • Pharmacists involv
Slide 69: Pharmacy network issues for tomorrow
Pharmacy Network Issues for Tomorrow Drugs, Devices, Services, Customers Missions Shortliner Pilot LOGISTIC DATAS Platform Data Analysis Treatment ERP Adherence Pharmacy Business OS+, the operating leverage for Pharmacy Business. © cegedim 2017 69
Slide 70: A building partnership for pharmacy business OS+
A building partnership for pharmacy business OS+ FROM SALES REPORT TO DATA INTELLIGENCE • Building a brand new ECOSYSTEM for Pharmacy CREATING DATA WITH ADDED VALUE • Supply chain / Stock Management • Trade / Sell out orientation • Retail productivity • Team performance analysis A NEW FOCUS ON CUSTO
Slide 71: Futuramedia
FUTURAMEDIA Guy Taieb Director of Futuramedia
Slide 72: The digital pharmacy
The DIGITAL pharmacy I. FuturaMedia Group 1. What we do 2. Key figures 3. Products II. The Digital Pharmacy 1. Our vision of the Digital Pharmacy 2. Cegedim and the Digital Pharmacy © cegedim 2017 72
Slide 73: FuturaMedia Group
FUTURAMEDIA GROUP
Slide 74: What we do
What we do A 360° VISION FOR DIGITAL • Develop digital communication solutions for all of Cegedim Group’s BUs Solution Veille de gestion technologique • Install digital communication solutions for independent des diffusions et sourcing and group pharmacies (system leasing revenue) 4 installation t
Slide 75: For c-Media (media sales)
For c-Media (media sales) • 2,000 of France’s largest TARGETING PHARMACIES pharmacies equipped WITH THE BIGGEST POTENTIAL (revenues of €3m-€70m) # of POS Value of sales • 8,000 screens installed Total 10,000 Total 10,000 €5.2 billion pharmacies pharmacies OTC / HBW* – 7,300 Indoor – 700 Outdoor €2.5
Slide 76: For Futuramedia group (excl. media sales)
For Futuramedia group (excl. media sales) TARGETING PHARMACIES • 8,000 pharmacies with the WITH THE BIGGEST POTENTIAL potential for screens in France # of POS Value of sales Potential to install 16,000 screens Total 10,000 Total 10,000 €5.2 billion • pharmacies 20% pharmacies OTC / HBW* 50% in those
Slide 77: FILMS
FAITES FUIR LES TROUBLES DU SOMMEIL ! mee = " B
Slide 78: Digital media installations
Digital media installations © cegedim 2017 78
Slide 79: Digital merchandising
Digital merchandising SHELF DISPLAYS DIGITAL ENDCAP DIGITAL ARCHWAY TRANSPARENT SCREENS BEACONS DIRECTIONAL SOUND APPLICATIONS © cegedim 2017 79
Slide 80: Digital communication installation
Digital communication installation STORE SHELF BtoC TOUCH-SCREEN TABLET VIDEO SURVEILLANCE LED DISPLAYS LED CROSS OUTDOOR PHARMACY STORE SHELF BtoB SIGNAGE © cegedim 2017 80
Slide 81: The digital pharmacy
THE DIGITAL PHARMACY
Slide 82: Our vision of the digital pharmacy
Our vision of the digital pharmacy Smartphone / Website apps What is the Digital Pharmacy? Tablets / Interactive • An exciting point of sale touch screens • A point of sale that uses digital installations Digital screens: shelves, cash to effectively showcase products registers, endcaps, etc. • A po
Slide 83: A 360° offering
A 360° offering Pharmacy mgt. software Practice mgt. Product database software Appt. scheduling tool Product database Communication tool Appt. scheduling Data & statistics tool tool Upcoming: Communication tool Individual Doctors / A full range of digital products and services and
Slide 84: Cegedim: unrivalled leadership
Cegedim: unrivalled leadership #1 #1 #1 Strategic leadership positions in the healthcare market WE COVER THE ENTIRE #3 #1 HEALTHCARE UNIVERSE VALUE CHAIN #2 #1 © cegedim 2017 84
Slide 85: Cegedim: unique genetic makeup
Cegedim: unique genetic makeup Our interconnected offerings allow us to meet the needs of every player in the health ecosystem Pharma Pharmacies & HBW companies WE COVER THE ENTIRE HEALTHCARE UNIVERSE Doctors Consumers VALUE CHAIN © cegedim 2017 85
Slide 86: Questions
QUESTIONS © cegedim 2017 86
Slide 87: Thank you for your attention
Thank you for your attention
Slide 88: Telemedicine
TELEMEDICINE Eric Jarrousse Vice-President of Cegedim Healthcare Software
Slide 89: Medical demographics in 2017
MEDICAL DEMOGRAPHICS IN 2017 © Cegedim 2017 89
Slide 90: Regional disparity
Regional Disparity In 45 departments, the general population is rising but the number of doctors is falling (departments in pink at right). © Cegedim 2017 90
Slide 91: Distance to care
Distance to care • Rising population, but 88,886 GPs in 2016, 88,137 GPs in 2017. • Result: the distance patients must travel to see a GP is growing, especially for seniors. © Cegedim 2017 91
Slide 92: Government plans and laws in 2018
GOVERNMENT PLANS AND LAWS IN 2018 © Cegedim 2017 │92│
Slide 93: The regional access to care plan
The “regional access to care” plan • Starting in November, the size of fragile areas eligible for conventional assistance will be expanded (the percentage of the population covered will rise from 7% to 18%) doctors will travel to low-density areas: “consultation avancée” arrangements will let spec
Slide 94: Telemedicine in the 2018 Social Security Financing Act
Telemedicine in the 2018 Social Security Financing Act • Accelerated reporting of new procedures for reimbursement: no more than 1 year to report procedures performed by a team as part of innovative organizations that combine multiple independent healthcare professionals (e.g. doctors and nurses), p
Slide 95: Group telemedicine strategy
GROUP TELEMEDICINE STRATEGY © Cegedim 2017 │95│
Slide 96: Group telemedicine strategy
Group Telemedicine Strategy In 2018, we will: • Install video conferencing for doctor visits in medical deserts as part of the Healphi project • Increase integration of IoT health devices: in practices (practice management software) and in homes, through an official partnership with Visiomed • Give
Slide 97: Medical desert: diagram
Medical desert: diagram The patient lives in an area where there are no more doctors. A nurse helps the patient in person, the doctor is remote. © Cegedim 2017 97
Slide 98: Target and project description
Target and Project Description • Deploy and manage telemedicine solutions in medical deserts • Remote visit – nurse, patient, and remote doctor: – The patient makes an appointment with the nurse (by phone or DocAvenue) – The nurse makes an appointment with an available doctor or the patient's usual
Slide 99: MLM/DocAvenue demos
MLM/DocAvenue demos Solution developed for AXA Spain: • Video consultation and document exchange, AXA side and patient side © cegedim 2017 99
Slide 100: Cegedim – Visiomed
Cegedim – Visiomed Before end-2017 • POC #1: connected pack for the medical practice • POC #3: ambulatory BP diagnosis at patient’s home (BP Holter) 2018 • POC #2: tele-home-monitoring for chronic diseases © Cegedim 2017 100
Slide 101: Our strengths
OUR STRENGTHS © Cegedim 2017 │101│
Slide 102: Our strengths
Our strengths Cegedim is a is a major player in important projects that are changing e-health: • e-carte vitale with CNAM (France’s national health insurance scheme) • PEM2D, electronic prescriptions – the first doctors in three test regions have already been equipped • TSN digital health plan and i
Slide 103: Visiomed Group
VISIOMED GROUP Olivier Hua CEO Group & CEO BewellConnect Corp USA
Slide 104: A unique end-to-end health platform
A unique end-to-end health platform providing a complete medical monitoring via multiple gateways © 12 11 2017 Visiomed Group SA, Confidential information High-end digital healthcare services Comprehensive suite of smart health devices 8th Investor Summit Decembre 11, 2017 DECEMBRE 11, 2017
Slide 105: BewellConnect is at the forefront of connected health
BEWELLCONNECT IS AT THE FOREFRONT OF CONNECTED HEALTH Recent awareness of the healthcare system led to a drastic change in behavior of all health stakeholders As a technology pioneer in connected health putting patient at the center, BewellConnect is disrupting the ecosystem through innovation while
Slide 106: Telehealth experiences booming growth
TELEHEALTH EXPERIENCES BOOMING GROWTH, FUELED BY TECHNOLOGICAL PROGRESS Increasing incidences of chronic conditions and rising demand for self- care are boosting telehealth market Telehealth enables a reduction of 54% in 86% of patients conduct a health-related hospital days, 32% in hospital admissi
Slide 107: Remote patient monitoring improves access to healthcare
REMOTE PATIENT MONITORING IMPROVES ACCESS TO HEALTHCARE A BETTER QUALITY OF CARE KEY DRIVERS OF THE RPM MARKET Remote Patient Monitoring (RPM) technologies Expanding aging population enable patient monitoring outside of conventional clinical settings Escalating hospital-based treatment costs RPM use
Slide 108: BewellConnect ecosystem of devices and services
BEWELLCONNECT, AN ECOSYSTEM OF DEVICES AND SERVICES ENHANCING CARE COORDINATION B2B2C and B2C devices and services B2B solutions Medical devices and services to track health and activity through Professional telemedicine and health remote monitoring solutions an easy-to-use app MyTensio MyThermo Tru
Slide 109: End-to-end medical solution bringing value to all stakeholders
A UNIQUE END-TO-END MEDICAL SOLUTION BRINGING VALUE TO ALL STAKEHOLDERS ON THE ON THE PATIENT HEALTHCARE SIDE SIDE Lower cost and time saving for Earlier and more accurate diagnosis healthcare institutions Greater patients engagement and Reduced unnecessary appointments enhanced quality of life Bett
Slide 110: Zoom on Cegedim BewellConnect partnership
ZOOM ON CEGEDIM BEWELLCONNECT PARTNERSHIP Jean-Claude Labrune – President and CEO of CEGEDIM – Extract of 2016 annual report « … the growing need to make the economics of healthcare more efficient means that we need to develop new patient monitoring and health record tools, and create tools for coor
Slide 111: Data is at the heart of the shift to patient-centric health
DATA IS AT THE HEART OF THE SHIFT TO PATIENT-CENTRIC HEALTH Adoption of health connected devices generates massive amounts of available personal data 1 2 3 Increasing emphasis on health and wellness Macro-economic dynamics urging drastic changes in …leading to a shift to a “Patient-centric health he
Slide 112: Thank you for your attention
Thank you for your attention ! © 12 11 2017 Visiomed Group SA, Confidential information 8th Investor Summit Decembre 11, 2017 DECEMBRE 11, 2017
Slide 113: Workshop session: virtual pharmacy, connected devices
WORKSHOP SESSION 1- VIRTUAL PHARMACY 2- MEDICAL CONNECTED DEVICES
Slide 114: Workshop session: connected devices, virtual pharmacy
WORKSHOP SESSION 1- MEDICAL CONNECTED DEVICES 2- VIRTUAL PHARMACY
Slide 115: Pulse and the RCM in the US
Pulse and the RCM in the US
Slide 116: Where is Pulse today
Where is Pulse today Integrated Practice Management, Electronic Health Records and Revenue Cycle Management at its Best PM EHR RCM
Slide 117: Slide 117
Slide 118: Docavenue
DOCAVENUE Arnault Billy Director of Docavenue
Slide 119: Docavenue: connecting healthcare professionals and patients
Docavenue: Connecting Healthcare Professionals and Patients
Slide 120: Docavenue: patient-to-HCP relationship platform
Docavenue: Patient-to-HCP Relationship Platform Enhance Patient Booking on-line Services Access to HCPs Web & mobile app & Hospitals Natively embedded within EHR Third-party payment Improve Reimbursement credentials Develop Patient-to-HCP Relationship Platform communication auto-checking Reimburseme
Slide 121: Slide 121
Slide 122: Cegedim Insurance Solutions
Cegedim Insurance Solutions Philippe Simon President of Cegedim Insurance Solutions
Slide 123: Dynamic business
Dynamic business • BPO business is growing robustly, up from 30% of BU revenues to 45% in just two years. Over the same period, iGestion’s BPO business grew by 87%. • New management platform created as part of the Klesia contract: start of full-service and shared management outsourcing for 300,000 b
Slide 124: Cegedim Healthcare BPO
Cegedim Healthcare BPO Creating an integrated, full-service healthcare BPO provider that combines third-party payment and management outsourcing. • The combination of third-party payment and management outsourcing makes Cegedim France’s top healthcare BPO provider. • Our critical size ensures financ
Slide 125: Regulations
Regulations • Regulatory compliance is always a major issue for companies. • It is a key concern for insurers. The Hamon Law, the Sapin 2 Law, the Solvency II Directive, the ANI Law, “responsible” policies, and the Eckert Law all place additional burdens on our insurance-industry clients. • The requ
Slide 126: PSP
PSP • To consolidate our leadership and raise the profile of our processes among clients, we have decided to anticipate the changes enacted by the second payment services directive and have applied to the French Prudential Supervision and Resolution Authority for authorization as a Payment Services
Slide 127: Digitalization of company processes including payers
Digitalization of company processes including payers
Slide 128: Example of a typical sales and contractualization process
Example of a typical sales and contractualization process
Slide 129: CG Pass sales and contractualisation process
CG PASS SALES AND CONTRACTUALISATION PROCESS
Slide 130: Example: CG Pass sales and contractualisation process
Example: CG Pass sales and contractualisation process
Slide 131: CG Pass: process digitalization & electronic signature
CG Pass: Process Digitalization & Electronic Signature • CG Pass is fully compliant with European & US Rules & Regulations • CGPass the e-signature solution enable to sign any kind of document with full compliance with the law and regulations • Paperless handwritten signature – The manual signature
Slide 132: Cegedim SRH
CEGEDIM SRH Olivier Rouas Development Manager of Cegedim SRH
Slide 133: 100% owned subsidiary of Cegedim Group
€47m in 2016 revenues More than 200 clients 100% owned 480 employees subsidiary of Cegedim Group #2 in HR outsourcing in France International presence: France, UK, Switzerland, Romania and Morocco ISAE 3402 certified © Cegedim SRH - 2017 © cegedim 2017 133
Slide 134: Where to find us
Where to find us Lille Paris Genève Nantes Rabat Lyon Toulouse Londres © cegedim 2017 134
Slide 135: Two nearshore centers
Two nearshore centers Business services center in Amilly, Loiret: • Opened in 1997 • The town’s largest private employer • 275 employees (administrative managers) • 100 payroll experts Technical services center in Nantes: Nantes • Opened in 2008 • 140 employees • 70 payroll experts • 30 systems expe
Slide 136: Two offshore centers
Two offshore centers Technical services center in Rabat, Morocco: • Opened in 2008 • 240 Cegedim employees in Morocco • 100 business experts • New site opened in 2015 (500 positions) Business services center in Bucharest, Romania: • Opened in 2010 • 150 Cegedim employees • New site opened in June 20
Slide 137: Some of our clients
Some of our clients © cegedim 2017 137
Slide 138: Digital offering
Digital Offering
Slide 139: Our TEAMS Démat' offering
Our TEAMS Démat’ offering Employee E-signature on- Hiring letter boarding Employment contract Benefits enrollment, etc. HR vault Résumés, contracts, etc. Payroll journals Reporting statements Personnel records HR process optimization Employee vault Electronic pay statements HR Pers
Slide 140: Arkevia employee vault
Arkevia employee vault The time is right As of January 1, 2017, French law lets companies start using electronic pay statements unless an employee explicitly requests a paper statement Arkevia is a recognized provider and linked to the Personal Activity Account (Compte Personnel d’Activité, CPA) web
Slide 141: e-signature
e-signature An amazing opportunity Richer, faster HR processes Multiple potential applications in HR: employment contracts, contract amendments, official documents, performance objectives, time sheets, etc. End-to-end digitalization, with automatic archiving of signed documents using our elect
Slide 142: e-signature in action: onboarding at Cegedim
e-signature in action: onboarding at Cegedim © cegedim 2017 142
Slide 143: Financial communication
FINANCIAL COMMUNICATION
Slide 144: Cegelease disposal update
CEGELEASE DISPOSAL UPDATE Cegelease - Operates principally in the financial domain, - Is highly valued, - Requires additional resources to continue pursuing and accelerating its development for the benefit of its clients and employees In 2016 it contributed - €11.6m to Group consolidated revenue - €
Slide 145: FY 2017 outlook maintained
FY 2017 OUTLOOK MAINTAINED >+6% € 66M TO € 72M REVENUE L-F-L GROWTH EBITDA FY 2017 FY 2017 The above outlook does not reflect the potential divestments of Cegelease and Eurofarmat The Group does not anticipate a significant acquisition in 2017 These projections are publicly disclosed on December 11,
Slide 146: Analysts / investors
ANALYSTS / INVESTORS: EVENTS MEETINGS - ANNUAL RESULTS CONFERENCE - BROKER CONFERENCE - HY RESULTS CONFERENCE - ONE TO ONE - WEBCAST AFTER EACH FINANCIAL RELEASE ANNUAL REVIEW SHAREHOLDERS GUIDE - REGISTRATION DOCUMENT - CORPORATE OVERVIEW - INTERIM FINANCIAL REPORT
Slide 147: Follow us on
FOLLOW US ON: IR APP WEB SITE WEBCAST SOCIAL NETWORK
Slide 148: ma cegedim
ma cegedim
Slide 149: Thank you!
THANK YOU!
Slide 150: Jan Eryk Umiastowski
Jan Eryk Umiastowski Chief Investment Officer – Head of Investor Relations janeryk.umiastowski@cegedim.com Tel: 00 33 1 49 09 33 36 – Mob: 00 33 6 73 25 96 34