Sektor Fokus

Wir verfügen über hohe fachliche Expertise und ein exzellentes Netzwerk in unseren Fokus-Sektoren, als M&A-Verantwortliche in großen M&A-aktiven Konzernen und Unternehmer mit Exit-Erfahrung kennen wir die Bedürfnisse und Ziele unserer Mandanten aus eigener Erfahrung.

Wir arbeiten in international besetzten Sektor Teams an grenzüberschreitenden Transaktionen und tauschen uns regelmäßig in unseren Treffen und Telefonkonferenzen zu Markt- und M&A-Trends aus. Auf dieser Seite geben wir Ihnen eine Übersicht zu unseren Köpfen, Themen und Transaktionen in unseren Fokus-Sektoren.

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M&A trends & market analysis

During the Milan 2017 Globalscope conference, the network’s global Life Sciences sector team met to discuss recent transactions and the evolving underlying structural drivers of the global sector M&A landscape. 

A key theme is the continued tightening of regulation, in spite of some policy uncertainty. More details can be obtained from team members or regional heads – see contact details below.


Notable recent transactions

Takeda Pharmaceuticals Acquires ARIAD

Japanese listed pharmaceutical giant Takeda has acquired US-based therapeutics business ARIAD for around $5.5bn. Through this acquisition, Takeda is eyeing further expansion and strengthening of its Oncology business.

Sanofi and Boehringer Complete Asset Swap

One year after announcing the deal, Sanofi has exchanged its animal care business for Boehringer’s  consumer healthcare business. The combined value of the businesses is circa $23.5bn.

Allergan Acquires LifeCell

NYSE listed Allergan has acquired regenerative medicine company LifeCell for approximately $2.9bn in cash. The acquisition marks Allergan’s entry into the regenerative medicine space.

Lower-mid market observations

Vertical and Horizontal Consolidation

Increasing cost pressures in the sector are forcing companies to merge and form large health systems or chains that can leverage economies of scale. The same can be said for joint venture projects.

Virtual Manufacturing

Rising costs in the sector, coupled with increased regulatory pressure, are forcing companies further towards an asset light or ‘Virtual’ business model. This means companies outsource a large proportion of manufacturing to save on capital outlay.

Ageing Population Creating Opportunities

By 2020, the number of people over the age of 65 worldwide will have increased 9% since 2015, from 554 million to 604 million. This means the consumer pool for new products and technologies is ever growing.

Sector themes

Management of Fast Moving Diseases

Companies and local governments, particularly those in developing countries, are being forced to look at alternative measures to contain fast moving diseases. Zika and Ebola, for example, placed a huge strain on local health and social care systems.

Numbers of Dementia Sufferers Increasing

The number of worldwide Dementia sufferers is set to double every 20 years, meaning that by 2030 there will be around 74.7 million sufferers. Technology such as Virtual Reality may be used to treat the condition, though refinement is still needed.

Innovation Shaping the Landscape

New technologies, as well as improvements on older technologies, mean that healthcare companies are having to adapt quickly to avoid being overtaken by new market entrants. For example, Virtual Reality has been touted as an answer to some mental disorders where drugs were previously the given treatment. Similarly, improved 3D printed prosthetics are widening the scope for both surgeons and consumers as more refined methods of production are utilised. Some commentators, however, are saying that wearable technology has ‘had its day’, and has a limited future in healthcare.


References

Biognosys AG

Life Science & Health Care

2016

Details

Ve.Di. Group

Life Science & Health Care

2015

Details

SOMATEX Medical Technologies GmbH

Life Science & Health Care

2014

Details

StarMedTec GmbH

Life Science & Health Care

2014

Details

Microstim GmbH

Life Science & Health Care

2011

Details

cynora GmbH

Software & Technologie

2011

Details

Kinaxo Biotechnologies GmbH

Life Science & Health Care

2011

Details

cynora

Software & Technologie

2011

Details

Fokus

Medizinische Ausrüstung

Biotech für die Pharma- und Medizinindustrie
(Red Biotech)

Sanitätsartikel

Krankenhäuser

Kliniken und weitere Gesundheitseinrichtungen

Medizintechnik

Labore und Diagnosezentren

Wissenschaftler & Produzenten im Bereich Pharma

Händler und Dienstleister aus dem Gesundheitswesen


Sektor Kontakte

Caspar Graf Stauffenberg

Caspar Graf Stauffenberg

CatCap

E-Mail Kontakt
Dr. Manfred Drax

Dr. Manfred Drax

CatCap

E-Mail Kontakt
Jacob Mathew

Jacob Mathew

Mape

Lloyd Greif

Lloyd Greif

Greif

Steven Lau

Steven Lau

Stirling Coleman

Jean-Michel Deligny

Jean-Michel Deligny

Silverpeak

Ihre CatCap-Sektor Kontakte sind Caspar Graf Stauffenberg und Dr. Manfred Drax:

caspar.stauffenberg@catcap.de

manfred.drax@catcap.de