{
  "docId": "019dd923-5e88-73ef-bd5a-0ab1717fb738",
  "docSlug": "7ec40cabf8e4d071",
  "documentTitle": "Fresenius SE 2023 06 13 14 Goldman Sachs 44th Annual Global Healthcare Conference",
  "authorId": "GoldmanSachs",
  "authorName": "Fresenius",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 11,
  "pageCount": 58,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "market_landscape",
  "function": "establish_context",
  "density": "dense",
  "nDataPoints": 6,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "donut_chart",
    "callout_box",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5a-0ab1717fb738/11",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738#slide-11",
  "components": [
    {
      "bbox": {
        "h": 0.7,
        "w": 0.25,
        "x": 0.75,
        "y": 0.2
      },
      "kind": "callout",
      "text": "Market Dynamics: Growing healthcare spending in emerging markets (+6.3% p.a.); Expected market growth of biosimilars (+27% p.a.); Rising cost consciousness (~ US$338 bn savings p.a. in the U.S.)",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a536479c-1d25-45fe-a7bc-1d9bfa7dbd18",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Growing healthcare spending in emerging markets +6.3% p.a. growth over the next decade",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-1d6d-7403-ae9a-fc526a3e2075",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.35,
        "x": 0.38,
        "y": 0.002
      },
      "kind": "chart",
      "text": "Sales by Product Segment: Biopharma 2%, MedTech 19%, Nutrition 30%, Pharma 49%. Total Sales 2022: €7.9 bn",
      "attrs": null,
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0a58bfa2-467f-45cf-89c1-adc58e65db33",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.35,
        "x": 0.03,
        "y": 0.6
      },
      "kind": "list",
      "text": "Clinical nutrition; Medical devices / transfusion technology; Biopharma; Generic IV Drugs & Fluids",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "070b3723-f7f7-446e-9755-d3a29565d784",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.35,
        "x": 0.03,
        "y": 0.0019
      },
      "kind": "list",
      "text": "Balanced market reach with leading positions; Vision 2026: “3+1” strategy; Increasing global competitiveness; Broad industrial base.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1530a668-2212-4b56-b184-72c6596d1e81",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Sales 2022: €7.9 bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-1d6d-7403-ae9b-030a71e3bc04",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.94,
        "x": 0.03,
        "y": 0.08
      },
      "kind": "title",
      "text": "Fresenius Kabi: Comprehensive product portfolio for critically and chronically ill patients",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b4a2f3df-6a3a-478e-a2f0-460e9d454011",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 13,
      "from": 10,
      "name": "Zoom In",
      "slug": "06-zoom-in",
      "bestFor": "Technical deep-dives, case studies, detailed analysis",
      "matchId": "7d8a2378-81cd-439c-862e-2cf77f20cc64",
      "evidence": "The market landscape slides provide a detailed overview of Fresenius' healthcare portfolio",
      "position": 0,
      "objective": "What is Fresenius' healthcare portfolio?",
      "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication",
      "confidence": 0.8,
      "description": "Start broad, then progressively focus on specific details that prove your point"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}