Q2健康产业报告

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4、lehealth To Fill Gaps In Pandemic CareDigital Therapeutics: The $9B Market Redefining Disease Prevention Management & TreatmentThe State Of Healthcare: Investment & Sector Trends To Watch How Lyft And Uber Could Grab Share In A Key Healthcare Market 9 Startups That Are Tackling Healthcare Interopera

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6、Are Targeting The $3T Industry Microbiome Personalization Could Reshape Health And Wellness9 Startups Improving Aging At-Home End-Of-Life And Healthcare For Seniors Global Healthcare Trends Q1 2020 And The Pandemic ImpactThe Top 150 Digital Health Startups Of 2019: Where Are They Now? Us Health Insu

7、rance Industry Trends To Watch In 20206Contents9Q220 Global Healthcare Investment TrendsAppendixMost Active Healthcare VCs In Q220 Most Active Digital Health VCs In Q220 Methodology66 Q220 Healthcare Industry HighlightsAITelehealth Medical DevicesDigital Health In ChinaWomens Health Mental Health Re

8、generative Medicine19Q220 Global Digital Health Investment Trends29 7Summary of findingsG L O B A L H E A L T H CA R E I N VE S T ME N TRecord global healthcare investment: Global healthcare funding to private companies reached a new quarterly record of $18.1B in Q220. There were 1,272 equity invest

9、ments in Q220, growing 6% quarter-over-quarter (QoQ).Healthcare funding in Asia nearly doubled: With $5B invested, Asia-based companies saw a 98% uptick in funding QoQ. Europe-based companies raised$2.3B, representing a 60% quarterly rebound.Globally, there are 46 healthcare unicorns worth a combine

10、d $116.8B: Cell therapy developer Orca Bio is the latest addition to the list.G L O B A L D I G I T A L H E A L T H I N V E S T M E N TDigital health deals and dollars were up: Global digital health equity funding grew by 22% to reach $5.8B in Q220 the second best-performing quarter for funding on r

11、ecord. There were 441 deals, an increase of 5% compared to the previous quarter.New Yorks role in the digital health ecosystem continued to grow: With 47 deals in Q220, New York held its position as the US state with the second-most digital health deals. Deals to California-based companies saw a 14%

12、 quarterly decline to 66 deals. Meanwhile, the New York metro area was the most active US metro area for digital health deals in Q220, beating out Silicon Valley and Boston.Note: This report focuses on equity rounds to private healthcare companies. All data is sourced from CB Insights.*The Healthcar

13、e Smart Money list is an unranked collection of the top 25 venture capital firms worldwide for healthcare investment.H E A L T H C A R E I ND U S T R Y T R E ND SHealthcare AI deals and dollars saw an uptick in Q220: Healthcare AI startups raised $1.1B in equity funding across 84 deals a quarterly u

14、ptick of 14% and 2%, respectively. However, financing activity was well below the record-breaking Q319.Telehealth deals skyrocketed: Telehealth saw a record 154 deals in Q220, a 23% increase QoQ. However, funding dipped by 18% compared to Q120. With 22 M&As, the quarter also set a record for telehea

15、lth exit volume.Record funding and exits for medical devices: Medical device companies received $4.3B in funding a new quarterly high across 371 deals. Exit activity also set a record with 34 M&As and 12 IPOs (of which 8 were based in China).Deals and dollars for digital health in China bounced back

16、: The quarter saw 47 deals a 68% quarterly increase and $1.4B in funding. This funding total was largely driven by the $1B Series B for DNA sequencing solution provider MGI Tech.Womens health funding dipped but deals rose: Womens health funding saw a 47% quarterly decline to $206M after a strong Q12

17、0. However, Q220 deals jumped to 52, a 20% increase QoQ.Mental health deals reached a record high: Mental health startups saw record deal volume in Q220 with 57 deals. However, funding fell by 15% QoQ to $491M.Regenerative medicine dollars and deals reached an all-time high: With $2.7B invested acro

18、ss 99 deals, Q220 set a milestone for financing activity in the sector. Healthcare Smart Money investors* continued to pour dollars into the space.GET ALL THE DATA USED IN THIS REPORTDigital Health In China CollectionWomens Health CollectionArtificial Intelligence in Healthcare CollectionTelehealth

19、CollectionMental Health & Wellness CollectionMedical Devices CollectionRegenerative Medicine CollectionThe image part with relationship ID rId2 was not found in the file.#AhaCBIQ220 Global Healthcare Investment Trends10Funding set a record and deals climbed 6% in Q220G L OB A L H E A L T H C A R EI

20、NV E S T M E NTT R E NDS $10,527$10,999$13,558$12,033$13,930$15,370$14,757$18,0961,1201,1341,186Quarterly global healthcare funding and deal count, Q317 Q2201,3471,1541,3321,2871,2861,2841,2401,1971,272Q317Q417Amount ($M)Q118$15,756$16,410Q218Q318Deal CountQ418Q119$14,077$13,112Q219Q319Q419Q120Q2201

21、1Early-stage deal share continued to decline in Q220G L OB A L H E A L T H C A R EI NV E S T M E NTT R E NDS OtherLate-stageEarly-stageMid-stage14%13%13%16%51%51%52%53%50%47%51%49%53%51%48%46%14%15%14%15%15%15%17%17%8%7%7%7%7%7%7%8%6%7%6%6%27%29%27%25%28%30%28%28%26%26%29%31%10%0%20%50%40%30%60%70%8

22、0%90%Percentage share of global healthcare deals by stage, Q317 Q220100%Q317Q417Q118Q218Q318Q418Q119Q219Q319Q419Q120Q220Note: “Early-stage” includes convertible note, angel, seed, and Series A rounds. “Mid-stage” includes Series B and Series C rounds. “Late-stage” includes Series D, Series E+, growt

23、h equity, and private equity rounds. “Other” includes unattributed and corporate minority rounds.12Funding bounced back in Asia and EuropeGlobal healthcare funding ($M) by continent, Q317 Q220G L OB A L H E A L T H C A R EI NV E S T M E NTT R E NDS OtherEuropeNorth AmericaAsia$7,227$6,961$8,553$9,32

24、7$9,999$8,801$9,177$8,632$8,003$9,167$10,570$10,547$2,397$2,470$3,592$4,473$4,841$1,931$3,001$3,964$2,142$4,119$2,535$5,036$855$1,524$1,367$1,886$1,531$1,256$1,691$1,321$2,913$2,011$1,455$2,327$48$44$46$70$39$45$62$160$53$73$198$185Q317Q417Q118Q218Q318Q418Note: “Other” includes Africa, South America

25、, and Australia.Q119Q219Q319Q419Q120Q22013Mega-rounds tripled in China QoQQuarterly healthcare mega-round deal count by country, Q317 Q220Note: Includes countries with 5+ healthcare mega-rounds since Q317. Mega-rounds are rounds worth $100M+.G L OB A L H E A L T H C A R EI NV E S T M E NTT R E NDS 8

26、1013171914151414826212447134683839323222Q317Q417Q118Q120Q220Q218Q318United StatesChinaQ418Q119Q219United KingdomIndiaQ319Q419Switzerland14Deals to China-based startups reached pre-Covid levelsQuarterly healthcare deals by country, Q317 Q220Note: Includes countries with 100+ healthcare deals since Q3

27、17.G L OB A L H E A L T H C A R EI NV E S T M E NTT R E NDS 5 deals731 deals15Top 10 global healthcare deals in Q220CompanyDeal Date /Amount RaisedTotal DisclosedFundingSelect InvestorsDescriptionApr20 /$1000M$1200MCo-Stone Venture Capital, GoldStone Investment, Green Pine Capital Partners, Guotai J

28、unan Securities, IDG Capital, Sailing CapitalMGI Tech produces sequencing devices, equipment, consumables, and reagents to support life science research, medicine, and healthcare.Jun20 /$700M$700MARCH Venture Partners, Baillie Gifford & Co., Bezos Expeditions, CPP Investment Board, F-Prime Capital,

29、Flagship Pioneering, Google Ventures, Public Sector Pension Investment BoardSana Biotechnology focuses on developing engineered cells as medicines for patients.Jun20 /$490M$490MThe Carlyle GroupPiramal Pharma includes an end-to-end contract development and manufacturing (CDMO) business, a complex ho

30、spital generics business, and a consumer healthcare business.Jun20 /$337.5M$893.9MKfWCureVac develops mRNA-based cancer immunotherapies and prophylactic vaccines against infectious diseases.Apr20 /$278.3M$278.3MHaitong Kaiyuan Investment, Huajin Capital, Oriental Fortune Capital, Power Capital, Shiy

31、u Capital, Sincere Capital, Winfast HoldingMabwell focuses on drugs like therapeutic monoclonal antibodies and long-acting recombinant proteins.16CompanyDeal Date /Amount RaisedTotal DisclosedFundingSelect InvestorsDescriptionJun20 /$275M$345MGilead SciencesPionyr develops cancer immunotherapies tha

32、t target the tumor microenvironment using Myeloid Tuning.Jun20 /$260M$360MHillhouse Capital Management, Decheng Capital, RA Capital Management, HBM Healthcare Investments, CBC Group, Cormorant CapitalEverest Medicines is working on novel pharmaceutical therapies for patients in mainland China and ot

33、her Asian territories.Jun20 /$225M$1492.5MAlphabet, Baillie Gifford & Co., Coatue Management, Thrive Capital, Khosla Ventures, General CatalystOscar is a technology-driven, consumer-focused health insurance company.May20 /$215M$283.4MT. Rowe Price, Redmile Group, Bain Capital, Perceptive Advisors, R

34、A Capital Management, Omega Fund Management, Morningside Venture CapitalAtea Pharmaceuticals is a clinical-stage biopharmaceutical company that aims to discover therapies for life-threatening viral diseases.Apr20 /$200M$264MARCH Venture Partners, Colt Ventures, EDBI, LifeSci Venture Partners, Invus

35、Group, City Hill Ventures, Cormorant Asset Management, Terra Magnum Capital PartnersErasca works on discovery programs for biological drivers of cancer and is pursuing additional opportunities for pipeline expansion through academic and biopharmaceutical collaborations.Top 10 global healthcare deals

36、 in Q220171746 HEALTHCARE UNICORNS$116.8BG L OB A L L Y T H E R EA R EV AL U E D I N AGGR E GAT EAT SWITZERLANDEUROPE$2.0B$1.0B46 healthcare unicorns valued at $116.8BGlobal healthcare companies with a private market valuation of $1B+ (7/8/2020)UNITED KINGDOMMIDDLE EAST $1.3BISRAEL$2.1B$1.7BASIACHIN

37、A$5.5B$5.0B$2.4BFRANCEGERMANY$1.1B$3.5B$7B$1.0B$1.0B$1.0B$1.0B$2.0B$1.0BNORTH AMERICAUNITED STATES$12B valuation$3.2B$1.0B$1.1B$2.5B$1.8B$4B$5.5B$4.2B$1.2B$7.0B$5.0B$2.8B$3.2B$1.8B$1.5B$1.3B$1.2B$1.0B$1.0BS. KOREA$1.0B$1.0B$1.0B$1.0B$1.0B$8.8B$1.0B18ICELAND$1.2BThe image part with relationship ID rI

38、d2 was not found in the file.#AhaCBIQ220 Global Digital Health Investment Trends20Funding rose by 22% in Q220G L OB A L DI G I T A L H E A L T H I NV E S T M E NTT R E NDS $2,606$3,340$5,144$4,927$5,792$3,599$3,605$6,016$3,984$4,939$4,787$5,829427384427Global digital health funding and deal count, Q

39、317 Q220530456379424452427446419441Q317Q417Amount ($M)Q118Q218Q318Deal CountQ418Q119Q219Q319Q419Q120Q22021Early-stage deal share continued to decline in Q220Note: “Early-stage” includes convertible note, angel, seed, and Series A rounds. “Mid-stage” includes Series B and Series C rounds. “Late-stage

40、” includes Series D, Series E+, growth equity, and private equity rounds. “Other” includes unattributed and corporate minority rounds.G L OB A L DI G I T A L H E A L T H I NV E S T M E NTT R E NDS Early-stage90%19%18%19%15%20%18%14%14%15%15%18%22%Other80%70%60%4%11%4%15%6%15%5%15%6%15%4%16%5%16%7%19

41、%3%17%7%19%5%22%5%22%Late-stage Mid-stage66%63%61%65%59%62%64%60%66%59%55%51%20%10%0%30%50%40%Percentage share of global digital health deals by stage, Q317 Q220100%Q317Q417Q118Q218Q318Q418Q119Q219Q319Q419Q120Q22022Asia and Europe saw major quarterly funding gainsGlobal digital health funding ($M) b

42、y continent, Q317 Q220G L OB A L DI G I T A L H E A L T H I NV E S T M E NTT R E NDS OtherEuropeNorth AmericaAsia$1,777$2,084$2,560$2,645$3,660$2,838$2,048$3,290$2,117$3,299$3,428$3,438$429$830$2,177$1,625$1,479$397$946$2,274$716$1,142$808$1,663$358$406$406$611$641$337$598$432$1,129$468$477$677$42$2

43、0$0$46$27$14$20$23$32$74$13$51Q317Q417Q118Q218Q318Q418Note: “Other” includes Africa, South America, and Australia.Q119Q219Q319Q419Q120Q22023The US had 7 digital health mega-rounds in Q220Digital health mega-round deal count by country, Q317 Q220Note: Includes countries with 1+ digital health mega-ro

44、unds since Q317. Mega-rounds are rounds worth $100M+.G L OB A L DI G I T A L H E A L T H I NV E S T M E NTT R E NDS 33346524528711235121311121251Q317Q417Q319Q419Q120Q220Q118Q218United StatesChinaQ318Q418Q119Q219United KingdomIndiaSwedenFranceIsraelCanada111111124China deals rebounded and US deals sa

45、w an uptickDigital health deals by country, Q317 Q220Note: Includes countries with 35+ digital health deals since Q317.G L OB A L DI G I T A L H E A L T H I NV E S T M E NTT R E NDS 1 deals274 deals25NY continued to gain steam while CA deals dippedDigital health deals by US state, Q317 Q220Note: Inc

46、ludes US states with 200+ digital health deals since Q317.T H E UNI T E D S T A T E S OF DI G I T A L H E A L T H1821202219222020Q317Q417Q118Q218Q318Q418Q119Q219Q319Q419Q120Q22074696898775249707668776621182742241928333119324713232428CaliforniaNew YorkMassachusetts26NY metro area recorded its highest

47、 quarterly deal countT H E UNI T E D S T A T E S OF DI G I T A L H E A L T HTop 4 US metro areas for digital health deals, Q317 Q2205045403530252015105-Q317Q417Q419Q120Q220Number of digital health dealsQ118Q218Silicon ValleyQ318Q418New York MetroQ119Boston MetroQ219Q319Los Angeles Metro27CompanyDeal

48、 Date /Amount RaisedTotal DisclosedFundingSelect InvestorsDescriptionApr20 /$1000M$1200MCo-Stone Venture Capital, GoldStone Investment, Green Pine Capital Partners, Guotai Junan Securities, IDG Capital, Sailing CapitalMGI Tech produces sequencing devices, equipment, consumables, and reagents to supp

49、ort life science research, medicine, and healthcare.Jun20 /$225M$1492.5MAlphabet, Baillie Gifford & Co., Coatue Management, Thrive Capital, Khosla Ventures, General CatalystOscar is a technology-driven, consumer-focused health insurance company.May20 /$143M$243MARCH Venture Partners, Google Ventures

50、, Foresite Capital, WuXi AppTec, CPP Investments, Casdin Capital, Andreessen Horowitz, Two Sigma Ventures, Third Rock VenturesInsitro is a drug discovery and development company that uses machine learning to help create medicines.Jun20 /$135.8M$206.9MQuesta Capital, Alta Partners, Optum Ventures, Oa

51、k HC/FT Partners, Humana, Echo Health VenturesDispatchHealth aims to offer on-demand acute care and advanced medical care for people at home.May20 /$134.3M$701.2MAllianz X, Takeda PharmaceuticalAmWell is a US-based telehealth platform that connects providers, insurers, and patients with the aim of d

52、elivering greater access to more affordable care.Top 10 global digital health deals in Q22028CompanyDeal Date /Amount RaisedTotal DisclosedFundingSelect InvestorsDescriptionMay20 /$105M$247.1MOrbiMed Advisors, Founders Fund, Peter Thiel, Univ. of Minnesota, Viking Global Investors, Eli Lilly & Co.,

53、Presight Capital, Data CollectiveAbCellera Biologics provides technologies to biotechnology and pharmaceutical partners with the goal of discovery and development of monoclonal antibody therapies.Jun20 /$100M$166MJohnson & Johnson Innovation, ACME, CAVU Venture Partners, Madrone Capital Partners, De

54、cheng Capital, Foresite CapitalCue Health develops and manufactures consumer and professional medical diagnostic products that are designed to be used in the clinical and at-home settings.Jun20 /$100M$272.6MGoogle Ventures, Perceptive Advisors, Regeneron Pharmaceuticals, Northpond Ventures, First Ro

55、und Capital, Foresite Capital, TPG CapitalDNAnexus offers a DNA data management and analysis platform that provides online genomics data centers.May20 /$100M$160MBezos Expeditions, ARCH Venture Partners, Optum Ventures, 8VC, General Catalyst, Foresite CapitalMindstrong offers AI-supported services f

56、or the diagnosis and treatment of neuropsychiatric disorders.Apr20 /$84.9M$119.1MBank Of China Group Investment, Qianhai Fund of Funds, Pearl River Investments, GL Capital, Everest Venture CapitalHuayin Health is a medical technology firm that focuses on pathological diagnosis, medical examination,

57、precision medicine, and more.Top 10 global digital health deals in Q220The image part with relationship ID rId2 was not found in the file.#AhaCBIQ220Healthcare Industry Highlights30REGENERATIVE MEDICINEWOMENS HEALTHAIMEDICAL DEVICESMENTAL HEALTHCompanies selling AI SaaS to healthcare clients or usin

58、g AI to develop products for the healthcare marketCompanies developing medical devices that aid in the diagnosis, cure, mitigation, treatment, monitoring, orprevention of diseaseStartups focused specifically on providing healthcare products and services to womenChina-based healthcare startups using

59、digital technology as a key differentiator over their competitionStartups using technology to remotely deliver clinical health services topatientsCompanies applying technology to problems of emotional, psychological, and social well-beingCompanies involved in the R&D or commercialization of gene the

60、rapies, cell therapies, and bio-engineered tissuesGLOBAL HEALTHCARE REPORT Q220TELEHEALTHDIGITAL HEALTHIN CHINA31GLOBAL HEALTHCARE REPORT Q120WOMENS HEALTHAIMEDICAL DEVICESMENTAL HEALTHTELEHEALTHDIGITAL HEALTHIN CHINAREGENERATIVE MEDICINEHEALTHCARE Q 2 2020 Artificial Intelligence In Healthcare Coll