Medical Design Briefs - May 2023 - 6

Inside
the OEM:
S
sistent
iemens Healthineers is a
unique investment case, said
CEO Bernd Montag on a recent
analyst call. The global
medtech company operates in
markets that are structurally growing and
those that benefit from several secular
growth trends, he said.
" With our leading portfolio and conrollout
of innovative
solutions,
we are convinced we will continue our
path of outperforming our markets.
The advanced ways of treating the most
threatening diseases in cardio, cancer,
and neural products and solutions enable
next level medicine, " said Montag. " The
next-level medicine such as pharma and
device innovations often drive our procedure
growth. " Table 1 details the company's
strategy for growth.
Events in the past couple of years, including
COVID-19, have also presented
their customers with additional challenges
such as staff shortages and inflation.
" Our technologies are key to helping
improve productivity. This may be with
our AI- and tech-enabled services or with
our generations of equipment that are
faster and more automated than ever.
Furthermore, we generate growth by
consistently expanding our markets with
new solutions and in a value-adding fashion
via M&A. "
6
These drivers, he said, guarantee
strong, consistent growth. This growth,
and additional revenue, comes with a
high degree of resilience.
" About 55 percent of our revenues are
recurring, " Montag said. " Partnerships
are a very fast-growing part of our business
and make us even more resilient as
they guarantee a reliable recurring flow of
revenues for years to come. " He said that
agreements with Atrium Health and Unilabs
are proof that these kinds of partnerships
and long-term deals will continue to
be an important source of growth. The
company's geographical diversification
has proven to be an important resilience
factor, he said, noting that the company's
resilient growth prospects are paired with
market-leading profitability levels.
" We have sector-leading margins in
imaging and at Varian with further room
for expansion, " said Montag. " At the
same time, we have a clear road map to
generate significant margin accretion at
diagnostics and advanced therapies in
the medium term. "
" In the five years since listing as a publicly
traded company, we've become the
strategic partner of many of the world's
largest and most important healthcare
providers, " Montag said at the company's
shareholder meeting in February.
" The merger with Varian in April 2021
www.medicaldesignbriefs.com
The integration of the capabilities of Siemens
Healthineers mobile 3D imaging system Cios
Spin with Intuitive's Ion Endoluminal System for
transbronchial biopsy enables automated 3D
image transfer to update the target location of
the lesion. (Credit: Siemens Healthineers)
Siemens Healthineers
has broadened even further Siemens
Healthineers' importance as a company
with high aspirations: 'We pioneer
breakthroughs in healthcare. For everyone.
Everywhere.' "
With the company's purpose defined
this way, Montag said, the company
launched a new chapter of its Strategy
2025 under the banner heading " New
Ambition. "
achieve
" In concrete terms, we intend to
comparable
annual revenue
growth of between six and eight percent.
By 2025, adjusted basic earnings per
share are set to increase annually by between
12 and 15 percent. "
Siemens Healthineers geared three capabilities
to address these factors:
* Patient twinning is the personalized,
increasingly precise and holistic description
of each patient;
* Precision therapy provides personalized,
highly effective treatment; and
* Digitalization, data and artificial intelligence
(AI) are the technological
bridges linking patient twinning and
precision therapy.
The relevance of these capabilities is
illustrated by four product examples:
♦ NAEOTOM Alpha computed tomography
scanner delivers the
most detailed representation of the
human anatomy.
Medical Design Briefs, May 2023
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Medical Design Briefs - May 2023

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