{ "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": 6, "pageCount": 58, "prevPage": 5, "nextPage": 7, "slideType": "industry_trends", "function": "size_opportunity", "density": "overcrowded", "nDataPoints": 6, "notes": "The slide uses a grid-like layout to present six distinct growth drivers with associated metrics.", "elementsJson": [ "headline_text", "icon_grid", "big_number" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-5e88-73ef-bd5a-0ab1717fb738/6", "deckHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738", "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738.json", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738#slide-6", "components": [ { "bbox": { "h": 0.08, "w": 0.15, "x": 0.79, "y": 0.38 }, "kind": "metric", "text": "US$338bn p.a.", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2d6e4b29-6841-4fec-9cf4-29d256660c94", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.38, "y": 0.42 }, "kind": "metric", "text": "+6.3% p.a.", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "48643eb4-ce93-4d26-8889-c9471ab45236", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.39, "y": 0.75 }, "kind": "metric", "text": "+46% to 784m", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "596999e8-12a3-4668-8510-2d06707180a6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.24, "y": 0.54 }, "kind": "metric", "text": "+40% to 1.4bn until 2030", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7dc4580e-19e5-43c5-8990-41ebadb02cee", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.06, "y": 0.265 }, "kind": "metric", "text": "4x", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "979515ee-6618-4086-b517-041548365d23", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.81, "y": 0.55 }, "kind": "metric", "text": "€100bn p.a.", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c2f0a98b-5c42-47e0-9137-8f00f7f13943", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "Market growth and demographic indicators: 4x", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd952-1d6d-7403-ae9a-eac38f02b424", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.08, "x": 0.71, "y": 0.275 }, "kind": "paragraph", "text": "Generic drugs save the US healthcare system", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "60a86b98-f5e9-485d-a725-3260b79053c0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.06, "y": 0.56 }, "kind": "paragraph", "text": "Aging Population: In 2020, 1bn people worldwide were >60 years", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "86c14ef8-714e-4abf-9308-7647f1bd9834", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.51, "y": 0.73 }, "kind": "paragraph", "text": "Chronically ill patients: Growth of adults with diabetes worldwide until 2045", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8746d636-38a3-407e-a38b-bb1bb4b53970", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.14, "y": 0.245 }, "kind": "paragraph", "text": "Increasing national income: GDP per capita quadrupled over last 20 years in emerging markets and developing economies", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a7a323fe-0c5b-4de4-8d1d-2e28a11b316f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.51, "y": 0.33 }, "kind": "paragraph", "text": "Growing healthcare sector: Growth in emerging markets over the next decade", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b4ec0413-ff9a-443c-a8c6-f7f0adf8976e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.08, "x": 0.71, "y": 0.61 }, "kind": "paragraph", "text": "while the European healthcare system saves", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b631a787-53a6-4aaf-9a5e-c8854fc83c9d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.88 }, "kind": "source-note", "text": "Sources: 1 UN, Ageing and health (2021) 2 UBS, Longer Term Investments: EM healthcare (2018) 3 IDF Diabetes Atlas (2021) 4 AAM report (2021) 5 UBS, Longer Term Investments: Generics (2018)", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "103b957b-491c-45af-968b-e10551c1668c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.09 }, "kind": "title", "text": "Global Trends offer Growth Opportunities for Fresenius", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e3eb5ec7-e313-4bf5-9518-e017da6ff63e", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "from": 5, "beatId": "6a60a949-40ba-4b0c-87f6-e1626ed3fccf", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "The industry trends and company performance slides highlight the need for improvement", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }