CBINSIGHTS-2020Q2健康产业报告（英文）-2020.8-72页_6mb

报告摘要

The State Of Healthcare Report Q2'20 Summary

Core Content

The State of Healthcare Report Q2'20 provides an overview of global healthcare investment trends, digital health developments, and key industry highlights for the second quarter of 2020. It highlights the surge in investment and the impact of the pandemic on various sectors.

Main Points

Global Healthcare Investment Trends

Record Funding: Global healthcare investment reached a new quarterly high of $18.1B in Q2'20, with 1,272 equity investments, marking a 6% increase compared to the previous quarter.
Asia and Europe Growth: Asia-based companies saw a 98% quarterly increase in funding, totaling $5B, while Europe-based companies raised $2.3B, a 60% rebound.
Healthcare Unicorns: There are 46 healthcare unicorns globally, collectively valued at $116.8B, with Orca Bio as the latest addition.
Mega-Rounds in China: China's healthcare mega-rounds tripled in Q2'20 compared to the previous quarter, reaching 47 deals.
Deal Distribution: The US had the most healthcare deals (638), followed by China (164), and the UK (57).

Global Digital Health Investment Trends

Funding Increase: Digital health funding rose by 22% to $5.8B, with 441 deals, making it the second-best quarter on record.
New York's Rise: New York had 47 digital health deals in Q2'20, maintaining its position as the second-most active US state.
US vs. China: The US had 241 digital health deals, while China saw 46, showing a rebound after a decline in Q1'20.
Early-Stage Deals: Early-stage deal share continued to decline in Q2'20, indicating a shift towards later-stage investments.
Top Deals: MGI华大智造 raised $1B in a Series B round, and Oscar raised $225M in a Series C round, with $1.49B in total disclosed funding.

Healthcare Industry Highlights

Healthcare AI: AI in healthcare saw $1.1B in funding across 84 deals, with 14% and 2% increases in funding and deals, respectively.
Top Healthcare AI Deals: Insitro, AbCellera, Mindstrong, Cedar, and Exscientia led the top AI deals, with Insitro being a standout for its machine learning-driven drug discovery.
Telehealth: Telehealth deals hit a record 154, a 23% increase QoQ, though funding decreased by 18% compared to Q1'20. The quarter also saw 22 M&As, the highest on record.
Mental Health: Mental health startups recorded 57 deals, a record high, but funding dropped by 15% to $491M.
Medical Devices: Medical device funding reached $4.3B, the highest quarterly total, with 371 deals. Exit activity also set a record with 34 M&As and 12 IPOs, including 8 from China.
China's Digital Health: China had 47 digital health deals in Q2'20, up 68% from Q1'20, and $1.4B in funding, led by MGI Tech's $1B Series B round.

Key Information

Top 10 Global Healthcare Deals: MGI华大智造, Sana Biotechnology, Piramal Pharma Solutions, CureVac, Mobwell, Pionyr Immunotherapies, Everest Medicines, Oscar, DispatchHealth, and AmWell.
Top 10 Global Digital Health Deals: MGI华大智造, Oscar, Insitro, DispatchHealth, AmWell, AbCellera, Mindstrong, Cedar, Exscientia, and Cue Health.
Notable Trends:
- AI-driven drug discovery and mental health solutions are gaining traction.
- Telehealth is expanding rapidly, with a focus on M&A and integration into broader healthcare services.
- China is showing a strong recovery in digital health investments, with a significant increase in both deals and funding.
- Medical device innovation is advancing, especially in cardiology and neurology, with FDA breakthrough designations.

Summary of Findings

Global healthcare investment reached a record high in Q2'20, driven by Asia and Europe.
Digital health investment also saw a significant increase, with New York leading the US in deal activity.
Healthcare AI and telehealth are key areas of focus, with notable startups securing large rounds of funding.
Medical device funding and exits reached record levels, with a focus on innovative technologies.
China's digital health sector rebounded strongly, with a notable increase in both deals and funding.

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