Stupid is as stupid does.Miracles happen every day.
——Forrest Gump
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导语：
数字医疗与保险公司再度联姻，糖尿病患者社交健康公司Omada Health获信诺保险5000万美元领投，信心满满
Medicxi募集3亿美元的生命科学基金，欧盟地区成长期医疗公司获得投资新机遇
强生拟300亿美元收购瑞士生物制药公司Actelion，志在开辟罕见病药物治疗领域
你的iPhone竟然要成为一站式医疗信息平台？苹果貌似又要搞事情！
私募融资
1.社交健康公司Omada Health最新一轮融资5000万美元，信诺领投
概要：近期，在获得哈门那（Humana）、凯撒医疗（KaiserPermanente）等医疗保险巨擘的前几轮投资后，位于美国旧金山的社交健康公司 Omada Health又获得了价值5000万美元的新一轮投资。此轮由信诺保险公司（Cigna）领投，同时吸引了Civilization Ventures和SanofiGenzyme BioVentures这两个新投资方。什么是Omada Health吸引如此多的大型医疗机构投资的关键呢？这家公司通过社交网络平台，防止前期糖尿病患者发展为晚期二型糖尿病患者。根据CBInsights的观点，获得医疗支付方的认可和投资一直是数字医疗获得成功的关键之一。据统计，自2012年第一季度起，到2017年第一季度，医疗保险公司投资数字医疗公司的交易数量达到了63笔。
Omada Health的APP长这样
相关报道：
Cigna leads Omada Health’s latest $50M investment round
June 14, 2017
Aside from Humana and Kaiser Permanente Ventures, Omada Health has scored yet another insurer investor: Cigna. Omada, which has a built a digital platform toprevent prediabetics from becoming full-blown Type 2 diabetes patients,announced Wednesday that Cigna led its $50 million round that also attracted two new investors: Civilization Ventures and Sanofi Genzyme BioVentures. Cigna is doing more than just investing inOmada. It is also expanding its commercial partnership with the SanFrancisco-based company such that the behavioral health technology will be made available to Cigna customers with prediabetes, as well as those at higher riskof chronic conditions such as heart disease and hypertension.
“We love when our commercial partners invest,and Cigna’s lead on this fundraising round is further validation that Omada’s behavior change approach to chronic disease prevention is driving real resultsin the real world,” said Sean Duffy, CEO of Omada Health in a press release. Getting payer buy-in is key to the adoption of digital health in healthcare overall, and in the last five years, payers have made quite a few digital health bets, both as investments and acquisitions. Those deals number 63 between the first quarter of 2012 and the first quarter of this year, according to a report by CB Insights. Interestingly, that report published in Maynotes that Omada “was the only company during this time period to have multipleinvestors among top health insurer” — Humana and Kaiser Permanente Ventures. These two did not sit on the sidelines in the current Omada investment round. Both were return investors as were the following: U.S. Venture Partners, Andreessen Horowitz, Norwest Venture Partners, Providence Ventures, and dRxCapital and GE Ventures.
Omada Health has won traction in the marketplace, including with the likes of Intermountain Healthcare because ithas shown clinical validation of its digital behavioral health technology. Italso is able to integrate wellness coaches or diabetes prevention coaches with social networking into its digital health app as well as incorporate data from physical activity trackers and the Bluetooth weighing scale. For Cigna, investment into Omada Health appears to be another foray into digital health. The company had invested in Audax Health Solutions, but Cigna’s competitor United Health Group’s health ITunit, Optum, took a majority interest in Audax in February 2014 leading to a legal dustup.
There was no immediate response to an emailed request for comment from a Cigna spokesman late Tuesday on the Omada Healthtransaction. But a GE Ventures executive explained the significance. “Cigna as a partner is very significant because it validates the cost effectiveness.” said Leslie Bottorff, managing director, healthcare at GE Ventures, which first invested in Omada in September2015, in an email. “And it opens up access and reduces the friction of reimbursement challenges to a large patient population that could benefit from the program.” While Cigna jumped on the Omada bandwagon with payers like Humana and Kaiser Permanente Ventures, the busiest and most activepayer in the digital health market in the last five years has been the venturearm of Blue Cross Blue Shield. It did a total of 19 digital health deals.
Source:MedCityNews
https://medcitynews.com/2017/06/myhealthteams-raises-7-3m-give-fuller-picture-patient-experience-pharma-sector/?rf=1
2. Medicxi募集3亿美元的欧盟成长期生命科学基金
概要：生命科学投资集团Medicxi募集了总额达到3亿美元的“Midicxi Growth 1”基金。这一基金专门用于投资欧盟地区处于成长阶段的生命科学公司。这一基金吸引了诺华、谷歌Verily、欧洲投资基金等基石投资者，且在该公司第一轮基金中吸引了多数大型机构LP。
Medicxi联合创始人兼合伙人Giuseppe Zocco领头成立此成长基金。他也是Index Ventures的联合创始人。
相关报道：
Medicxi closes $300m EU growth-stage life sciences fund
June 16, 2017
Investment group Medicxi said today it closed its $300 million Midicxi Growth 1 fund focused on growth stage companies in European lifesciences. The fund is being backed by corner stone strategic investorsNovartis (NYSE:NVS), Verily and the European Investment Fund, and includes mostof the institutional LPs that backed the firm’s 1st fund, as well as severalnew investors.
“We are excited to partner with Medicxi, Novartis and EIF to help European life sciences innovators accelerate patient and physician accessto new and promising therapeutics,” Verily CEO Andrew Conrad said in preparedremarks. “The combination of Novartis, Verily and Medicxi will have apositive impact on the future of the life sciences sector in Europe. Since it was spun out of Index Ventures, Medicxi has continued to be a leader in the life sciences investment community, and this new fund offers us the opportunity to support companies with growth potential that for too long have had to look elsewhere,” European Investment Fund chief exec Pier Gilibert said in aprepared release. Medicxi said that the fund looks to “help fill a clear gap in Europe,” where it claims life science entrepreneurs don’t have the same accessas their US-based counterparts to expand into mature companies. The fund will also be supported by a Scientific Advisory Board. “The backing by Novartis and Verily is extremely exciting forus. We look forward to inspiring and insightful sessions of the Scientific Advisory Board. We believe these meetings will greatly benefit our portfolio companies,” Medicxi co-founder & partner Francesco De Rubertis said in aprepared statement.
Index Ventures co-founder and Medicxi partner Giuseppe Zoccowill be responsible for a dedicated growth team, which will be fully integrated into Medicxi’s established team.
“This late-stage growth fund will support ambitious European entrepreneurs who are willing and able to build innovative companies through advanced clinical development and market entry, rather than pursuing apremature and generally suboptimal early exit through partnering or M&A,”Zocco said in a press release.
Source:MassDevice
https://www.massdevice.com/medicxi-closes-300m-eu-growth-stage-life-sciences-fund/
并购
1. 强生300亿收购瑞士生物制药公司Actelion，志在开辟罕见病药物治疗领域
概要：强生以一张300亿美元的单子收购了瑞士生物制药公司Actelion。这一收购预计会给强生的2017年销售额增加130亿美元。强生董事长兼CEO Alex Gorsky相信，这一收购将为公司及广大患者（尤其是肺动脉高压及其他严重疾病患者）带来良好的前景。强生医疗全球主席兼执行副总裁JoaquinDuato也表示，强生将结合Actelion在肺动脉高压领域相关药物（包括马西替坦、Uptravi和Tracleer）的市场领先优势，在自身免疫疾病、心脏病、癌症等优势领域之外，开辟自己的第六个药物治疗领域。P.S. Actelion于1977年成立于瑞士。2015年，该公司财报显示的收入为20.5亿瑞士法郎，利润为551.9百万瑞士法郎。
Actelion的瑞士总部
相关报道：
Johnson & Johnson closes $30B Actelion buyout
June 16, 2017
Johnson & Johnson (NYSE:JNJ) closed its $30 billion buy of Swiss biotech firm Actelion, the company reported today. The US healthcare giant bought Actelion in an all-cash deal for $280 per share. The acquisition is expected to add $1.3 billion in sales for Johnson & Johnson in 2017, according to the company.
“We are very pleased to complete this compelling transaction and look forward to the value it will create for Johnson & Johnson and for patients around the world suffering from pulmonary arterial hypertension andother serious illnesses,” Johnson & Johnson chairman & CEO Alex Gorskysaid in prepared remarks. “Adding Actelion to our already strong pharmaceutical business expands our portfolio with leading, differentiated in-market medicinesand promising late stage products. We are excited to welcome our new Actelion colleagues to the Johnson & Johnson Family of Companies as we work together to improve the health of people around the world.” “Through this transaction, Janssen will establish a 6th therapeutic area that will be a growth engine for us as our combined teambuilds on the market-leading position of Actelion’s therapies,” Joaquin Duato,exec VP & worldwide chairman of pharmaceuticals, added. “Actelion’s PAHfranchise, including differentiated, innovative medicines Opsumit, Uptravi and Tracleer expands our Janssen business and provides a leading commercial position in an established area of transformational medical innovation forpatients with serious illnesses and significant unmet medical needs.” In connection with the deal, Actelion spun off its drug discovery arm and early-stage clinical development candidates into a new biopharmaceutical company, Idorsia (SIX:IDIA). Shares began trading on the SIXSwiss Exchange today.
A Johnson & Johnson subsidiary will initially hold nearly 10% of Idorsia shares and also has the right to another 22% of Idorsia’soutstanding equity through a convertible note.
Shares in Idorsia jumped nearly 30% after its market debut at 10 Swiss francs a piece today, valuing the company at more than 1.5 billion Swissfrancs or $1.54 billion. The newly-formed company launched with $1 billion in cash and 9 investigational candidates in early to mid-phase trials for diseases such asinsomnia and hypertension. “We’re going to develop a commercial structure as quickly as possible,” chief executive Jean-Paul Clozel reportedly said. //Material from Reuters was used in this report.//
Source: Drug Delivery Business News
https://www.drugdeliverybusiness.com/johnson-johnson-closes-30b-actelion-buyout/
行业盘点
1. 苹果又有新动作！它想把你的iPhone变成个人一站式医疗数据库
概要：只要试想一下，当你每次找不到自己的病历信息和医疗数据的时候，或者想要回顾自己任何一次看病的过程、试验的结果、医生开过的药方的时候，只要打开iPhone，一切尽收眼底——这会是多么省时省力的美好图景。而苹果似乎正视图实现这一点。根据CNBC的了解，苹果内部的医疗健康单元正在秘密成立一支专门团队。团队成员正与许多网络开发师、医院以及医疗集团等开展紧锣密鼓的商谈，试图开发手机功能，似的用户再也不需要登录各个医疗平台或网站、经过繁杂的信息获取过程，就可以通过苹果手机一站式服务get自己想要的个人医疗信息了。同时，用户也可以选择和自己的医生、保险公司等共享相关信息。如果这一举措是真的，那就意味着苹果在医疗领域的策略将从之前以HealthKit为代表的健身类产品转向大众医疗信息领域。
HealthKit是苹果当前在医疗领域的主打APP
相关报道：
Apple is quietly working on turning youriPhone into the one-stop shop for all your medical info
June 14, 2017
Imagine turning to your iPhone for all your health and medical information — every doctor's visit, lab test result,preion and other health information, all available in a snapshot on yourphone and shared with your doctor on command. No more logging into hospital websites orhaving to call your previous doctor to get them to forward all that information to your new one. Apple is working on making that scenario a reality. CNBC has learned that a secretive team withinApple's growing health unit has been in talks with developers, hospitals andother industry groups about bringing clinical data, such as detailed labresults and allergy lists, to the iPhone, according to a half-dozen peoplefamiliar with the team. And from there, users could choose to share it withthird parties, like hospitals and health developers.
One of the people said Apple is looking atstart-ups in the cloud hosting space about potential acquisitions that might fit into this plan. Essentially, Apple would be trying tore-create what it did with music — replacing CDs and scattered MP3s with a centralized management system in iTunes and the iPod — in the similarly fragmented and complicated landscape for health data. "If Apple is serious about this, it wouldbe a big f---ing deal," said Farzad Mostashari, former NationalCoordinator of Health IT for the Department of Health and Human Services and the founder of a start-up called Aledade. Such a move would represent a deviation instrategy from Apple's previous efforts in health care, the people said, which have focused on fitness and wellness. Apple's HealthKit, for instance, is primarily used to store things like step counting and sleep. There's also a feat urecalled "health records," which includes the option to importdocuments that include summaries of care, but that is a limited snapshot ofmedical information.
A huge problem
With this move, Apple is trying to tackle a huge problem that the medical community has been grappling with for years. Even in the digital age, patients find theirinfo cannot be easily shared between doctors, especially among different hospitals or clinics. This information tends to still live in PDF files attached to emails or delivered by fax machine. Those who do have access through so-called "patient portals" sometimes find that the user experience is poor and the information is limited. This problem is often referred to as the"interoperability crisis" — and it is hurting patients, healthexperts have said. The lack of data-sharing between health providers leads to unnecessary mistakes and missed diagnoses, Aneesh Chopratold CNBC. "As health care goes digital, the promise has always been togive patients and the doctors they trust full access to their healthinformation," he said.
Apple in recent months has been involved with discussions with health IT industry groups that are looking for ways to make thisgoal a reality, two of the people said. These include "The Argonaut Project," a private sector initiative that is promoting the adoption ofopen standards for health information, and "The Carin Alliance," an organization that is looking to give patients a central role in controllingtheir own medical data. Bud Tribble, Apple's vice president ofsoftware technology, has been personally involved with the latter group, two ofthe people said. Tribble is a trained physician with a background in medical research. The Carin Alliance's Ryan Howells declined to comment on Tribble's participation.
The company has also hired some of the top developers involved with FHIR, an increasingly popular protocol for exchangingelectronic health records. These people include Sean Moore, an Apple soft wareengineer who previously worked at medical records giant Epic Systems, and Ricky Bloomfield, a physician from Duke University with a background in medicalinformatics.
Google and Microsoft have tried, but failed
Other technology giants have attempted tosolve the problem through their own web-based patient health record services,but have failed. Google shut down its initial product, Google Health, in 2011due to a lack of traction. "At any given time, only about 10 to 15percent of patients care about this stuff," said Micky Tripathi, presidentand CEO of the Massachusetts eHealth Collaborative and a health IT expert.Managing health information tends to be top of mind only for those who arechronically ill or obsessed with their health. "If any company can figure outengagement, it's Apple," added Tripathi, who said he didn't have any knowledge of Apple's strategy. It might have also been too early for an effort like Google Health to succeed. Since then, Mostashari said, policymaker spushed for technical standards among electronic medical records to promote data-sharing.
Apple also has other edges. The majority of doctors use iOS, and Apple has more than 1 billion active devices around the globe, which hospitals and developers are looking for new ways to reach. And ithas made data privacy and security a priority in recent years.
Apple's other plans in health include a sensor to noninvasively track blood glucose, CNBC previously reported. It has alsomade some notable hires from the medical sector of late, including a risingstar of Stanford University's digital health efforts, Sumbul Desai, alsoreported by CNBC. //Apple declined to comment on this report.//
Source:CNBC
http://www.cnbc.com/2017/06/14/apple-iphone-medical-record-integration-plans.html
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肖恩大侠 华盖医疗基金董事总经理，北京。
毕业于北京大学工学院/医学院（医学硕士）、北京大学法学院（法学硕士）。资浅PE从业人士。躬耕于太湖，游学至未名，当过医生，学过法律，改行至风险投资，喜好读书写作，经史文集，现代科技都甚喜欢，偶尔有点愤青，时常有点较真，总是怀着理想，万一，实现了呢？
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es from the medical sector of late, including a risingstar of Stanford University's digital health