Market & Opportunities
Healthcare sector
The healthcare sector has high barriers to entry (certifications, stringent regulations, clinical validation) that protect established players, but at the same time offers high margins and recurring revenues once the entry phase is over.
Demographic (aging population) and regulatory (European Health Data Space, AI Act) megatrends are creating long-term structural opportunities.
| Market | 2023 | 2030 | CAGR | Group Company |
|---|---|---|---|---|
| Pharmaceutical robots | 0.2 B$ | 0.35 B$ | 6.7% | BIP (Chemomaker) |
| Rare diseases (Italy) | 1.98 B€ | 4.8 B€ | 11.7% | BIP (Orphan drugs) |
| Biosimilars | 29 B€ | 89 B€ | 17.9% | Serichim (Biosimilars) |
| Insulin biosimilars | 2.1 B€ | 8.3 B€ | 21.5% | Serichim (Insulin) |
| APIs & intermediates (EU) | 49 B€ | 79 B€ | 6.1% | Serichim (Chemical-Pharma) |
| Digital health (Italy) | 5 B€ | 19 B€ | 18.1% | CB Sistemi & Multimedia |
| Artificial Intelligence (Italy) | 0.76 B€ | 6.8 B€ | 36.8% | TriesteValley (AI & HPC) |
Reference markets
In the biosimilars segment, the expiry of patents for the latest generation of insulins (Degludec, Tresiba) opens a window of extraordinary opportunity: a global market worth 8.3 billion by 2030. The Serichim-ICGEB platform positions BIP to capitalize on this opportunity with European know-how and local production.
BIP has identified an unexplored niche in the pharmaceutical robot market: 95% of hospitals still prepare chemotherapy drugs manually, but existing (first-generation) robots require costly infrastructure modifications that limit their adoption. The challenge in this case is to facilitate the adoption of automation solutions and, as a result, grow much faster than the expected CAGR for first-generation robots.
In the GDPR-compliant private AI segment for healthcare, BIP, together with TriesteValley, BIC Incubatori FVG, and local startups, is creating a unique solution for the Italian market: dedicated HPC infrastructure + vertical AI applications for private laboratories and clinics, with full regulatory compliance. This is a critical competitive advantage in a sector that is highly sensitive to privacy.