The Opportunity of Our Life Time
AMAR Conference Sep 2009
Mexico DF
The opportunity
•Develop Mexico's infrastructure to be able to receive a large portion of the
US and Canadian retired population
US Population 65+
Potential US 65+ health expense in Mexico
• Average yearly health expense in US $ 9,000 p/p
• Average yearly health expense in Mexico US$ 2,250 p/p
(million)
(US$ billion)
80
70
$12
70
55
60
50
11
$10
40
$8
40
6.1
$6
30
$4
20
10
1.2
3%
2.7
5%
5
7%
0
2006
2012
2025
2.7
$2
$0
2006
2012
2025
US Baby Boomers in Mexico US Baby Boomers
Market potential
Source: Census bureau, Trends in Medical Spending by Age “Health Affairs July August 2004”, BBVA Bancomer, SISI
médica estimates
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The opportunity
Mexico Year 2012 forecast
Mexico's expected GDP
Mexico's Healthcare expense
(US$ billion)
$80
$1,000
962
$800
$60
$600
$40
$400
$20
$200
68
7%
$0
74
6
9%
$0
2012
2012
Healthcare GDP
Mexico GDP
Mexico Healthcare Expense
US retired community Healthcare expense
•By providing medical services to the US retired community in Mexico (US$6.1 bn) we could
potentially generate almost 10% more healthcare expenditure
•USA could potentially reduce its expense by US$18 bn (US$6,750 x 2.7m retirees)
Source: Economist Intelligence Unit, SISI médica estimates
3
The unfulfilled need
Certified Hospitals by the:
Joint Commission International
US and Canadians retired communities
Potential cities to establish US and
Can retires communities
•Mexico has 1.1 hospital beds per 1,000 pop (121k beds) vs. 3.1 in USA (933k beds)
•Qualified hospitals and doctors are located in large cities, while foreign retired communities are
located in the coast and small colonial cities
•Even if doctors want to migrate to these communities, their services will be limited without
infrastructure
•To service 5 million US retirees in Mexico with an offer of 2.1 beds per 1,000 pop, we need 10,500
more beds by year 2025.
•To build an infrastructure of 10,500 beds, Mexico needs an investment of around US$3bn – US$4bn
Source: Asociación Mexicana de Asistencia en el Retiro “AMAR”, SISI médica estimates
What we need to do
1. Negotiate agreements between Mexico-USA-Canada governments, so American
and Canadian patients can be treated in Mexico. (An experimental program)
2. The Mexican government needs to ensure the personal and medical security of
tourists and expats.
3. Align political agents and development banks to create a strategic program that
promotes and removes obstacles to develop the necessary infrastructure for the
retired communities.
4. Promote joint efforts between government and private investment to develop medical
facilities that can fulfill the underserved demand.
Fulfilling the need
1. SISI Médica is created to develop world class healthcare facilities in high profile
tourists and second home destinations in Mexico to fill the supply gap that exists in
those places.
2. SISI Médica will partner with a strategic and recognized healthcare provider to be
able to offer high specialty services at reasonable prices.
3. The first opportunity for SISI Médica is in Los Cabos, BCS where by 2011 we will
cover four target markets:
• The growing local population
• US and Canadian communities
• Tourists that require medical attention
• The thriving medical tourism industry
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Contact Details
For general inquiries regarding this presentation or SISI Médica, please contact:
Emiliano Zedillo
Office:
Mobile:
Email:
+ 52 (624) 1 42 47 75
+ 521 (624) 1 33 05 15
ezv@sisimedica.com
Paulino Davó
Mobile:
Email:
+ 521 (55) 14748381
pds@sisimedica.com
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