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Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
LEK · 2023 · key_takeaways
Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
 Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
LEK · 2023 · key_takeaways
Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
 While global indices have declined in value, BVSP has demonstrated resilience especially between 2021 and 2022
LEK · 2023 · market_landscape
While global indices have declined in value, BVSP has demonstrated resilience especially between 2021 and 2022
5% — Year-on-Year percentage change
 ~2/3 of technology-driven companies are currently trading below pre-pandemic 2020 prices, with some of the major tech indices declining to as low as ~50% from their pre-pandemic prices. However the tech stocks in Brazil have demonstrated resilience relative to other major tech indices
LEK · 2023 · market_landscape
~2/3 of technology-driven companies are currently trading below pre-pandemic 2020 prices, with some of the major tech indices declining to as low as ~50% from their pre-pandemic prices. However the tech stocks in Brazil have demonstrated resilience relative to other major tech indices
248% — Percentage change
 Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
LEK · 2023 · key_takeaways
Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
 Over the past one year, Latin America and China Stock and education indices are observed to be more resilient than other geographies
LEK · 2023 · peer_benchmark
Over the past one year, Latin America and China Stock and education indices are observed to be more resilient than other geographies
 While in traditional education Latin America has performed broadly in line with other global markets however in Ed-tech Latin America and China are observed to be more resilient than other geographies over the past one year
LEK · 2023 · market_landscape
While in traditional education Latin America has performed broadly in line with other global markets however in Ed-tech Latin America and China are observed to be more resilient than other geographies over the past one year
47% — Year-on-Year stock performance
 Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
LEK · 2023 · key_takeaways
Key observations based on the performance of the Brazil stock index vis-à-vis the global peers
 Companies with earnings growth have a continued to maintain/grow stock price – Latin America (1/2)
LEK · 2023 · financial_analysis
Companies with earnings growth have a continued to maintain/grow stock price – Latin America (1/2)
111% — Stock price change
 While earnings have declined for most companies In 2022, companies with appreciation in earnings/controlled decline in earnings have performed better in terms of stock price not facing a stick depreciation relative to others– North America (2/2)
LEK · 2023 · financial_analysis
While earnings have declined for most companies In 2022, companies with appreciation in earnings/controlled decline in earnings have performed better in terms of stock price not facing a stick depreciation relative to others– North America (2/2)
 With rising cost of capital and reduced funding appetite, primarily, companies with demonstrated profitability along with consistent top-line growth have seen an increase in stock price
LEK · 2023 · industry_trends
With rising cost of capital and reduced funding appetite, primarily, companies with demonstrated profitability along with consistent top-line growth have seen an increase in stock price
 Brazil has been attracting majority of education technology investment in Latin America
LEK · 2023 · market_landscape
Brazil has been attracting majority of education technology investment in Latin America
263 — Investment value
 Various segments of ed-tech assets have attracted investments in Brazil, lead by major investments in upskilling and digital courseware
LEK · 2023 · market_landscape
Various segments of ed-tech assets have attracted investments in Brazil, lead by major investments in upskilling and digital courseware
477 Million — Investment value
 Upskilling is the leading sub-segment in terms of number of deals in Latin America from 2017-21, followed by Sistema/Courseware, and online tutoring
LEK · 2023 · market_landscape
Upskilling is the leading sub-segment in terms of number of deals in Latin America from 2017-21, followed by Sistema/Courseware, and online tutoring
18 — Number of deals
 Sistema/Digital courseware assets received the most investment in terms of value with ~ USD 700 million in Latin America’s education technology sector
LEK · 2023 · market_landscape
Sistema/Digital courseware assets received the most investment in terms of value with ~ USD 700 million in Latin America’s education technology sector
700 million — Investment value
 6 sub-segments have been identified as the most attractive areas within education technology in Brazil (based on investment attractiveness and deal activity) including courseware, upskilling, language training, LMS, online tutoring, and online HE support services
LEK · 2023 · market_landscape
6 sub-segments have been identified as the most attractive areas within education technology in Brazil (based on investment attractiveness and deal activity) including courseware, upskilling, language training, LMS, online tutoring, and online HE support services
USD 689 Millions — Investment value
 There are 56 scale Ed-tech assets in LATAM across 6 of the top sub-segments
LEK · 2023 · process_diagram
There are 56 scale Ed-tech assets in LATAM across 6 of the top sub-segments
56 — Scale Ed-tech assets
 Upskilling, LMS, and Digital Courseware in Brazil have the highest number of scaled assets, while the major sub-segment in other Latin American countries is upskilling
LEK · 2023 · heatmap_matrix
Upskilling, LMS, and Digital Courseware in Brazil have the highest number of scaled assets, while the major sub-segment in other Latin American countries is upskilling
41 — Total assets
 Assets with demonstrated scale and fundraise track record can be prioritized from the identified list as Nascent companies, Rising stars and Scaled Assets
LEK · 2023 · framework_2x2
Assets with demonstrated scale and fundraise track record can be prioritized from the identified list as Nascent companies, Rising stars and Scaled Assets
41 — Total funding amount
 Investible assets in the winner sub-segments differentiate themselves throughout the customer journey, right from lead generation to support
LEK · 2023 · customer_journey
Investible assets in the winner sub-segments differentiate themselves throughout the customer journey, right from lead generation to support
 Paradigm shift for growth capital: Asset watchlist – Latin America (1/4)
LEK · 2023 · data_table
Paradigm shift for growth capital: Asset watchlist – Latin America (1/4)
 Paradigm shift for growth capital: Asset watchlist – Latin America (2/4)
LEK · 2023 · data_table
Paradigm shift for growth capital: Asset watchlist – Latin America (2/4)
 Paradigm shift for growth capital: Asset watchlist – Latin America (3/4)
LEK · 2023 · data_table
Paradigm shift for growth capital: Asset watchlist – Latin America (3/4)
20-50 — Revenue Scale
 Paradigm shift for growth capital: Asset watchlist – Latin America (4/4)
LEK · 2023 · data_table
Paradigm shift for growth capital: Asset watchlist – Latin America (4/4)
 Pivoting to a High Quality Growth of Clinical Trials in China
LEK · 2022 · cover
Pivoting to a High Quality Growth of Clinical Trials in China
 Foreword: This report summarizes the key strategic trends of clinical development in China, and can be referenced by pharmaceutical companies to support their drug R&D considerations and strategies
LEK · 2022 · other
Foreword: This report summarizes the key strategic trends of clinical development in China, and can be referenced by pharmaceutical companies to support their drug R&D considerations and strategies
 Executive summary: Future China clinical trials will pivot to high quality growth under four main strategic trends
LEK · 2022 · executive_summary
Executive summary: Future China clinical trials will pivot to high quality growth under four main strategic trends
 Based on the key economic and healthcare indexes comparison of China, U.S., and European Union countries, China has a strong foundation for healthcare market growth
LEK · 2022 · market_landscape
Based on the key economic and healthcare indexes comparison of China, U.S., and European Union countries, China has a strong foundation for healthcare market growth
1.4 — Population
 China has and will continue to own the largest patient pool with better affordability, though facing several challenges such as price pressure, lack of patient awareness and cutting-edge innovation
LEK · 2022 · industry_trends
China has and will continue to own the largest patient pool with better affordability, though facing several challenges such as price pressure, lack of patient awareness and cutting-edge innovation
 China clinical trial has experienced rapid growth over the past five years, driven by favorable policy, accelerated innovative drug developed, and continuous R&D investment
LEK · 2022 · market_landscape
China clinical trial has experienced rapid growth over the past five years, driven by favorable policy, accelerated innovative drug developed, and continuous R&D investment
29% — CAGR
 Favorable policy: Over the past 5 years, Chinese government has initiated a series of policies for healthcare industry, mostly positive for innovative drugs
LEK · 2022 · industry_trends
Favorable policy: Over the past 5 years, Chinese government has initiated a series of policies for healthcare industry, mostly positive for innovative drugs
 Accelerated innovative drug developed: China has witnessed a strong growth of early-phase clinical trials, quickly catching up with global innovation capability
LEK · 2022 · market_landscape
Accelerated innovative drug developed: China has witnessed a strong growth of early-phase clinical trials, quickly catching up with global innovation capability
47% — CAGR
 Continuous R&D investment: Robust pharma R&D expenditure and patent number growth have sustained the underlying growth of China clinical trials in the past
LEK · 2022 · industry_trends
Continuous R&D investment: Robust pharma R&D expenditure and patent number growth have sustained the underlying growth of China clinical trials in the past
14% — R&D expenditure CAGR
 Meanwhile, headwinds facing China clinical development are also significant: COVID-19 uncertainties, funding challenges, homogeneous competition and regulatory pressure
LEK · 2022 · pain_points
Meanwhile, headwinds facing China clinical development are also significant: COVID-19 uncertainties, funding challenges, homogeneous competition and regulatory pressure
 However, ~60% of respondents still show a positive attitude towards future trial number growth, with confidence that China clinical development is pivoting to a high-quality growth
LEK · 2022 · quote_slide
However, ~60% of respondents still show a positive attitude towards future trial number growth, with confidence that China clinical development is pivoting to a high-quality growth
60% — Percent of respondents
 We anticipate 4 strategic trends of clinical trial development under the transformation from extensive growth to quality growth in China
LEK · 2022 · industry_trends
We anticipate 4 strategic trends of clinical trial development under the transformation from extensive growth to quality growth in China
 Chinese pharma companies have surely made some progresses in innovation during the past few years, among which over 800 companies already have Class 1 innovative projects
LEK · 2022 · market_landscape
Chinese pharma companies have surely made some progresses in innovation during the past few years, among which over 800 companies already have Class 1 innovative projects
823 — Number of companies
 Some innovative assets also managed to obtain FDA special designation through filling unmet needs on serious conditions or significant improvement on effectiveness
LEK · 2022 · market_landscape
Some innovative assets also managed to obtain FDA special designation through filling unmet needs on serious conditions or significant improvement on effectiveness
21 — Number of products
 However, past innovation mainly concentrated around heated targets, leading to the rising concern of homogeneous competition for pharmas in China
LEK · 2022 · problem_statement
However, past innovation mainly concentrated around heated targets, leading to the rising concern of homogeneous competition for pharmas in China
57 — Number of molecules
 Stringent regulations and pharmas' commercial considerations are driving the development of truly innovative and differentiated therapies in China
LEK · 2022 · industry_trends
Stringent regulations and pharmas' commercial considerations are driving the development of truly innovative and differentiated therapies in China
 ~70% of respondents also believe that homogeneous competition will relieve in next 5 years with company focus shifting to innovative, differentiated and China-specific drugs
LEK · 2022 · industry_trends
~70% of respondents also believe that homogeneous competition will relieve in next 5 years with company focus shifting to innovative, differentiated and China-specific drugs
70% — Percent of respondents
 In the meantime, to tackle homogeneous competition, companies are focusing on a wide range of new modalities, such as BsAb, ADC and C&GT, which are expected to largely diversify the China landscape
LEK · 2022 · industry_trends
In the meantime, to tackle homogeneous competition, companies are focusing on a wide range of new modalities, such as BsAb, ADC and C&GT, which are expected to largely diversify the China landscape
124% — Number of newly started clinical trials
 In addition to new modalities, companies are also considering to tackle through discovering new targets, improving drug features and investing in cutting-edge technology platforms
LEK · 2022 · case_study
In addition to new modalities, companies are also considering to tackle through discovering new targets, improving drug features and investing in cutting-edge technology platforms
 Oncology has become the most heated TA for clinical development in China over the past few years
LEK · 2022 · industry_trends
Oncology has become the most heated TA for clinical development in China over the past few years
48% — Number of clinical trials
 In future, commercial attractiveness is expected to become more of a key consideration for drug R&D
LEK · 2022 · industry_trends
In future, commercial attractiveness is expected to become more of a key consideration for drug R&D
 Respondents also think that commercial attractiveness related factors are quite important when making comprehensive considerations for drug prioritization
LEK · 2022 · key_takeaways
Respondents also think that commercial attractiveness related factors are quite important when making comprehensive considerations for drug prioritization
85 — Percent of respondents
 Oncology, immunology & rheumatology, rare diseases and CNS are perceived of high commercial attractiveness by respondents in the next 5 years
LEK · 2022 · industry_trends
Oncology, immunology & rheumatology, rare diseases and CNS are perceived of high commercial attractiveness by respondents in the next 5 years
6.4 — Average score
 Other factors considered for drug prioritization include return on investment, company expertise, and feasibility to collaborate
LEK · 2022 · other
Other factors considered for drug prioritization include return on investment, company expertise, and feasibility to collaborate
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