A Visual Analysis of the Key Pharma Digital Health Investments and Partnerships with Health Technology Start-Ups. Slides show a map of the latest investment and partnership landscape between pharma and tech

1. @garymonk
Where are Big Pharma Investing
in Digital Health?

2. @garymonk
Novartis
3 1 1
J&J
1 1 1
Merck
2 3 3
Amgen
1
Sanofi
2
Bayer
1
Pear
Therapeutics
Cara
CareLivongo NeurotrackOmada Huma
*Source: Crunchbase Top 50 ranked digital health companies – June 2020
Pharma are Investing in the Top* Digital Health Companies
Number in cell represents number of funding rounds pharma co invested in

3. @garymonk
J&J
Merck
Novartis
Bayer
Amgen
Sanofi
*Source: Crunchbase – July 2020
These 6 Pharma companies are investing in start ups of
‘all shapes and sizes’
Results from an extensive landscape
18
12
8
8
5
4
Number of
companies
invested in

4. @garymonk
Data
The Pharma #DigitalHealth Investment Landscape
Pharma are investing across Diagnosis, Therapeutics & Monitoring with a strong focus on Data
Diagnostics
Therapeutics
Adherence
Telemedicine
Monitoring
(Healthsense)
Genomics
Investment landscape of lead digital health pharma co’s: J&J, Merck Inc, Novartis, Bayer, Amgen, Sanofi, Merck KGaA, Takeda, Celgene/BMS - July 2020

5. @garymonk
Neuroscience
Sleep
Smoking Cessation
Alzheimer's Detection
Consumer / Femtech
Diabetes
Data & Genomics
Pregnancy Tracking Baby Monitoring
Sun Tracking
Portable Ultrasound
Infectious Disease
HIV
Sexual Health
Finger Prick Blood Testing
Neurostimulation
Microbiome / Nutrition
Digestive
Health
Digital Diabetes
AI & Surgical Imaging
Real World Evidence
Oncology Big Data
Genomics
Johnson & Johnson appear to take a strategic view to investment, aligned with their focus
therapy areas and ‘traditional’ product base
@garymonk

6. @garymonk
Merck digital health investments are focused heavily on ‘data’ start-ups
MonitoringTherapeutics
Adherence
Data
Increase adherence to therapy
via psychological profiling and
personalized engagements
Tech solution to
help overcome
addictions.
Smoking, alcohol
& opioid
addiction are
current focus
Remote patient
monitoring system. Was
acquired in 2016 by
Great Call, when Merck
exited
Clinical trial
recruitment and
patient
engagement
startup.
Evidence based
platform, in
Diabetes, have
expanded into
other chronic
conditions
Care coordination
business in Health
IT space. Has
gone into
liquidation
Real world data in
Oncology. Amgen
and Roche were
co-investors
Delivers real time
clinical care
advice, via
platform
integrated with
electronic health
records
Healthcare data
analytics co.
Incorporates data
from sensors &
wearables into
clinical studies
Personalized
healthcare
treatment
comparison
software. Targeting
employers and
health plans
Combine tech and
coaching to help
manage chronic
conditions
including
diabetes
(Healthsense)

7. @garymonk
Novartis have a strong digital therapeutics focus and are one of the few
pharma companies to have invested in telemedicine
Diagnostics
Therapeutics
Telemedicine
Data
Telemedicine across
multiple therapy areas,
employing AI & Machine
Learning
Software-based
digital therapeutics
platform. Therapy
areas include opioid
addiction,
schizophrenia, GAD
& insomnia
Neuromodulation
company, created a
wearable for
essential tremor
Neurostimulation
devices to treat
severe headache
Digital Health platform
enabling clinicians to
prescribe & monitor
digital tools from within
the EHR workflow
Tech platform that enables
the
use of real-world evidence
in diagnosing and treating
complex diseases
Home blood diagnostic
device designed to
monitor the immune
system from a drop of
blood
Consumer on demand
medical testing,
including at home STI
testing

8. @garymonk
In its investments, Bayer has a broad focus on digital health areas, both in
terms of use cases and therapy areas
Develop Biomarkers to
be tracked via apps and
wearables
Monitoring
Diagnostics
Therapeutics
Genomics
Data
Genome Editing technologies
for the development of
effective human-compatible
organs. Focus on Kidney
Transplantation
Smart Toilet – sounds
random but strong link
to Bayer’s Diabetes
Franchise
Wearable ring – detects
Atrial Fibrillation. A
strategic area of focus
for Bayer
Creates games to help
patients proactively
manage chronic health
conditions eg, stress,
anxiety and depression.
Have a solution for
diabetes
In Bayer’s Eye Health
arena, smartphone
software for remote
monitoring of visual
health
Wearables to capture
patient data to improve
the success of clinical
testing and quality of
life for patients.
Evidence based diabetes support.
Commercial licensing deal for Bayer
to use One Drop’s platform in
oncology, cardiovascular disease
and women’s health.

9. @garymonk
Amgen’s investment focus is on real world data and solving healthcare
problems with AI
Diagnostics Therapeutics
Data
Real world data in
Oncology. Merck and
Roche were co-investors
Developing an AI-powered
software platform for early
detection, monitoring, and
stratification of
Alzheimer's disease
Analytics platform helps
biopharma companies &
payers better
understand how drugs
work in the real world,
Data analytics and AI, to
understand how
solutions are working in
the real world for all
stakeholders
Digital therapeutics in the
form of video games.
Recently gained FDA
approval for ADHD therapy

10. @garymonk
Sanofi have invested in a range of companies, all to some degree underpinned
by data
Digital health programs for chronic disease
patients including diabetes prevention &
management, hypertension, behavioral
health, & musculoskeletal issues
Analytics platform helps
biopharma companies &
payers better
understand how drugs
work in the real world,
Adherence & medication
management via smart pillbox.
Offering reminders and
compliance tracking across
multiple regimens
Therapeutics
AdherenceData
Software as a prescription medicine,
with a focus on smoking cessation
and major depressive disorder

11. @garymonk
Where are Big Pharma
Partnering in Digital Health?

12. @garymonk
Virtual diabetes
clinic
Digital diabetes
management
Digital heart
failure
Atrial Fibrillation
detection
Digital health solutions
for obesity
Integrated digital
health & coaching
Type 2 diabetes
Adherence across a
range of chronic
conditions
Diabetes ‘smart
pen’ partnership
Anxiety & depression in
MS
Clinical trial
innovation
Clinical trial innovation
digital medication
management & lifestyle
change platform. Patients
with Peripheral
Arterial Disease (PAD)
Blue Star diabetes digital
therapeutic, commercialization
(east asia)
Adherence via ‘smart
pills’
Blockchain lung cancer,
genomic pilot .
Access to genetic
database
Adherence
Digital Therapeutic
Major Depressive
Disorder (Click
Therapeutics)
AI & Drug
Discovery
Diabetes partnership in
Japan
Digital health
insights
Digital therapeutics
in GI
Dashed arrow
represents
weakening / breaking
of partnership
2019 witnessed multiple pharma and tech #digitalhealth partnerships & initiatives.
With some breakups along the way
AI & EHR
solutions in
epilepsy

13. @garymonk
Despite COVID-19, In the first half of 2020 #digitalhealth Pharma & Tech partnerships
continue to flourish
2019 deal
focused
on
diabetes
Smart inhaler
deal in Asthma &
COPD
Chronic Disease
partnership
Rare Disease IoT
and Apps
2019 deal focused
Hemophilia Apps
Roche Italy –
Cystic Fibrosis
Autism – digital
therapeutic
Oncology – digital
therapeutics
Digestive Health / IBS
– AI and Telemedicine
Acquisition – using
video games to treat
lazy eye
Using digital
tools to
improve QoL
Chemotherapy remote
monitoring
JUNE 2020

14. @garymonk
Please connect
https://www.linkedin.com/in/garywmonk/