DigitalHealth

EddyLee,PhD

OpportunitiesinEmergingMarkets

@eddysmlee

Most important room at home…

The connected bathroom

Complete urinary analysis

Philips toothbrush

Connected toothbrush

Kitchen

Connected fridgeScalesCameras that sense what we eat

The connected kitchen

Connected fridgeScalesCameras that sense what we eat

Coffee machine that knows you

Kitchen

Connected fridgeScalesCameras that sense what we eat

Know how you eat

Tremor cancellation

Video:https://www.youtube.com/watch?v=DBs2-omkdAI

3D Accelerometer Heart Rate GPS

Wearables for fitness tracking

Wearables some babies need

Wearables nobody needs

Wearables before they are born

Wearables for Chronic Disease

Ingestibles that talk to your doctor

Trends

GenomicsSingularity

Trends in Health Technology

Electronic tattoo, continuous monitoring

Measure vital signs, anywhere

Video:https://youtu.be/r9bLZFxTb_0

Brain monitoring

Brain augmentation

Wearables for the aged

Exoskeleton that helps elderly

Stock price surged 178% on opening day

Physical augmentation

Personalized

Software eats the world

Huge industry

Emerging market op

Low population density vs Cell phone penetration & First computer is a cell phoneLow LTV vs Social word of mouth (Facebook, Twitter)Low insurnace coverage vs Filial Piety (OurHealthMate, Regalii)Infrastructural restriction vs mesh networks, open source 3G tower

The Opportunities…

Asia’s two-tier markets

Asia’s two-tier markets

20 million premature births per year

… 450 deaths per hour

Low cost incubators

OBGYN ultrasound scans

OBGYN ultrasound scans

Other Frugal Innovations

Source:MediaExploit2015,A*StarbyJuliendeSalaberry

Emerging market op

Low population density vs Cell phone penetration & First computer is a cell phoneLow LTV vs Social word of mouth (Facebook, Twitter)Low insurnace coverage vs Filial Piety (OurHealthMate, Regalii)Infrastructural restriction vs mesh networks, open source 3G tower

Low population density

Enormous cell phone penetration

Emerging market op

Low population density vs Cell phone penetration & First computer is a cell phoneLow LTV vs Social word of mouth (Facebook, Twitter)Low insurnace coverage vs Filial Piety (OurHealthMate, Regalii)Infrastructural restriction vs mesh networks, open source 3G tower

Low digital ad convertsAmazing word of mouth

Emerging market op

Low population density vs Cell phone penetration & First computer is a cell phoneLow LTV vs Social word of mouth (Facebook, Twitter)Low insurnace coverage vs Filial Piety (OurHealthMate, Regalii)Infrastructural restriction vs mesh networks, open source 3G tower

Low insurance coverageUnique child-parent care

Needed: Cognition Science

Complement relationship with techLack of trust of local doctors

Emerging market opHard to find technical talent

Outsource (with caution)

Take home

Look beyond health tech hype

Business model innovation for target market

Price pressure can evolve global champions

BiosEddy Lee, PhDHead of Investments at Fenox Venture CapitalConsulting Professor at Stanford University

Eddy Lee, PhD invests in IT and Health Tech startups. To date, he has invested in more than 50 startups predominately in the US, Singapore and Indonesia. Investment areas include mobile health, big data and marketplaces. Apart from establishing enterprise partnerships, supporting product development, and enabling M&A exits of portfolio companies, Eddy helps startups enter international markets such as the US, Japan, Singapore and Indonesia. He is also a board member at Sense.ly which provides virtual doctor consultation.

At a concurrent appointment at Stanford University, Eddy serves as a Consulting Professor at the School of Medicine, where he connects academic projects with commercial opportunities. During his research career at Stanford, Singapore and Australia, he devised medical imaging technology for visualizing stem cell migration and therapy. And while at Marvell and Lucent, he designed semiconductor circuits for high speed communications.

Eddy completed a post-doctoral fellowship at Stanford University, and holds a Ph.D in Bioengineering and a B.Eng in Electrical Engineering. He has been an invited speaker at international conferences.

Thankyou

EddyLee,PhDCoffeeVentures

eddy@coffeevc.com