2011/8/17

Taiwan Medtech Fund(TMF)発足

「台灣生技醫療產業發展論壇─從生技創投基金之啟航看台灣生技醫療產業發展策略與未來競爭力」

    時間 : 民國100816 (星期二) 下午1300 ~ 1720
    地點 : W Hotel –風尚廳 / 台北市信義區忠孝東路5108 F (統一阪急)
    主辦單位: 台灣玉山科技協會、中華民國生物產業發展協會、國家生技醫療產業策進會、資誠聯合會計師事務所 PWC

主辦單位 國家生技醫療產業策進會 陳維昭会長 :因為竹北生醫園區的延宕,看到以前的人員在大陸已升為主任很感慨。

台灣生技醫療產業發展趨勢與展望   蕭萬長副總統  
Bio is the industry with big potential. high investment but huge potential; inevitable path for Taiwan as hotspot industry. 13 % growth and population aging concern.
global 8.8 bil usd.only 1% share will be 5 times of current size.Too much focus on IT in Taiwan.
leverage other advantages like ICT or capital.
24 bil NTD to help grow the industry. Superincubator (SCI).
IPO 2010 46 companies ; NTD 30 bil investment.

台灣生技醫療產業面臨之挑戰與政府施政策略       行政院朱敬一政務委員

1.Policy
Taiwan unique potential:
Colony lead to the best talent in medicine industry or physicians
Biggest Chinese database from reimbursement system.
Already invested in med. 15 bil NTD a year
Clinical trials recognized by big pharma. not only OEM but project leaders. Good upstream results.28 IND passed out of 66 Taiwan new drug. good research not very targeted or followed.
international licensing

Good cases: Scinopharm, Taigen, TTY

Taiwan VC as active as Israel. Capital not a issue.

ECFA Ch. 3 popular by foreign companies.
Regulation is different from IT.good gateway to China if harmolization.
Taiwan products or services with NAFTA model will be more valuable.

Challenges:
Patents from Taiwan are increamental and related to manufacturing;
highly regulated industry;
Focused too much on OEM;
Most RD from academy in advanced countries. Taiwan is not systematical.

Taiwan breakthrough: lab to phase 2. Not necessary to see low success rate in new drug RD. It is up to good talent while average success rate is low.

Translation 4 players:
DCB, TFDA, BVC and SIC (platform: legal, deal, patent...as COO)

EIU Taiwan is top 2 only lower than Sweden in world sanity ranking.
Last chance for Taiwan bio.
Taiwan had confidence in some industries but food and auto car failed and only ICT (Integrated Circuit Technology, semiconductor) has been successful.

Insight

經建會與國發基金推動生技醫療產業發展之政策與方針       經濟建設委員會胡仲英副主委
BVC
first bio investment was in 1984 GBC
Scinopharm, Taigen, 中裕 record breaking in licensing
BVC evaluation procedure
生技鑽石行動方案
3 out 5 submitted BP. TMF project passed; 20% fund
Burrill capital fund IV

2 focuses: Device and drug;
subindustry not fixed
how to attract good VC? Actually Taiwan VC is like Israel. eg TSMC is the success case.

施振栄 smile curve but marketing is difficult for bio

TMF談台灣醫療器材產業競爭力之提升      Vertical Group Partner
TMF (Taiwan Medtech Fund) 張有德博士


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