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ARCERA Accelerates Life Sciences Growth in Middle East

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Exclusive interview with Sunil Bhilotra, Chief Investment Officer, Arcera

Why is life sciences emerging as a priority asset class in the Middle East?

Life sciences is becoming a priority asset class because it sits at the intersection of healthcare resilience, industrial development and long-term economic value creation. Across the Middle East, governments are looking beyond healthcare delivery alone and asking how they can build deeper capability in clinical research and development, and manufacturing of innovative medicines. That shift is being driven by rising prevalence of acute and chronic diseases, greater focus on medicine security, and the need to reduce exposure to global supply disruptions.

From an investment perspective, the sector has attractive fundamentals. Demand is structural, the region’s population needs are evolving, and governments are creating the policy conditions for long-term growth. The UAE’s focus on genomics, pharmaceutical manufacturing and innovation is one example of how life sciences is becoming part of the wider economic diversification agenda.

Arcera was established within this context. By bringing a number of life sciences companies including Acino, M8 Pharmaceuticals and Amoun Pharmaceutical Company together under one company headquartered in Abu Dhabi, we have formed an integrated platform that employs more than 6,000 people across 90 markets, with a META footprint spanning 13 countries and more than 500 commercial colleagues on the ground. This reflects a broader regional shift toward building globally competitive life sciences platforms that combine strategic healthcare priorities with sustainable growth.

How is Arcera’s investment strategy driving resilience and long-term returns?

Our investment strategy is focused on building the conditions for durable long-term growth: scale, control, and relevance. By bringing complementary businesses together under one Abu Dhabi-headquartered platform, Arcera has created a stronger base from which to manage supply continuity, expand market reach, and invest with a longer horizon than a standalone pharmaceutical company could typically support.

That resilience is also what strengthens the return profile. We are not relying on one product, one market, or one growth lever. Our strategy combines an established portfolio with targeted investment in priority therapeutic areas, manufacturing capability, partnerships, M&A, and in-licensing. This gives the business a balanced model that enables stable revenue today, with room to capture future growth in areas where regional demand and global innovation are moving quickly.

Healthcare demand is structural, but returns depend on execution, access, and the ability to operate reliably across business and economic cycles. At Arcera, our strategy is designed around those fundamentals. It builds a platform that can absorb disruption, support national healthcare resilience, and create long-term value by connecting Abu Dhabi’s patient capital with real operating capability across the life sciences sector.

What role do M&A and in-licensing play in scaling across key therapeutic areas?

M&A is what built our foundation. When we brought together the businesses we acquired, we built a unique life sciences business with global regulatory, commercial, market access, supply chain and manufacturing capabilities that would take decades to build from scratch. That kind of scale gave us the operational base to run a leading global business structured in deeply rooted regional relevance, with the credibility to attract global partnerships.

But scale is not enough on its own. The portfolio has to evolve, and that is where in-licensing becomes critical. As an example, our licensing agreement with AriBio for an investigational oral Alzheimer’s therapy was a deliberate move into a disease area where the regional need is significant and the science is genuinely exciting. Another example is the collaboration agreement we signed with Fosun Pharma recently that takes that a step further, exploring licensing opportunities across oncology, neuroscience, rare diseases, and cardiometabolic health, and potentially localising advanced biotechnology in the UAE. These activities demonstrate how we are building scientific know-how on top of the commercial platform we already have.

Ultimately, M&A gives you the platform, and in-licensing gives you the future. Global innovators are looking for partners who can actually deliver their therapies to patients in complex markets. If you demonstrate track record and have the capabilities and experienced commercial teams on the ground, you become a genuinely attractive partner of choice for biotechs and multinationals. That is the position Arcera is building toward, and deals like the ones we are doing now are how you get there.

What makes Abu Dhabi a strong hub for patient capital and healthcare investment?

Abu Dhabi is a unique place where sovereign and commercial ambitions are highly aligned. Guided by the Department of Health – Abu Dhabi’s vision for preventative and personalised care at scale, as well as the Abu Dhabi Industrial Strategy’s ambition to position the Emirate as a leading industrial hub, the government has made healthcare and life sciences a strategic priority. This has enabled faster policy decisions, investment in infrastructure, and regulatory reform, creating a highly supportive foundation for long-term sector growth.

The ecosystem being built around sovereign capital is also maturing quickly. Organisations across the ecosystem are deeply engaged in developing healthcare and life sciences in the UAE and are playing active roles in driving its growth. At Make it in the Emirates for example, Arcera is announcing a number of collaborations that reflect the depth of collaboration taking shape across healthcare, manufacturing, and innovation. These are practical examples of how Abu Dhabi is creating the conditions for businesses to build, expand, and create long-term value within a supportive national framework.

What ultimately makes Abu Dhabi unique is that it is not trying to necessarily replicate what exists elsewhere, it is building its own model where sovereign capital, clinical capability, manufacturing infrastructure, and global partnerships come together in one place. For investors and companies like Arcera, this creates an environment where capital can be deployed with long-term confidence, while actively contributing to the development of a globally competitive life sciences ecosystem.

What does it take to build a globally competitive life sciences platform from the Gulf?

I believe it takes three things: scale, reputation and execution. Scale gives a company the footprint to compete internationally. Reputation comes from maintaining a high bar on quality systems, regulatory discipline, manufacturing standards and trusted partnerships. Execution is what connects those capabilities to patients.

For a UAE-based company, the opportunity is to combine regional proximity with global capability. Arcera is doing this by building from Abu Dhabi while operating across international markets, strengthening in key therapeutic focus areas such as cardiometabolism, neurosciences, oncology and rare disease, and investing in digital, data and AI to improve how we operate. The region has ambition, but ambition has to be matched by the patient, detailed work of integration, governance, quality and access.

What are your plans for the next few years?

We are in our second year as a fully integrated company, and we are committed to scaling our enterprise and deepen our commitment to bringing innovation, both in our day-to-day operations as well as in our portfolio of medicines. We will keep elevating our performance and expanding our long-term partnerships to strengthen global impact, while remaining steadfast in our support of Abu Dhabi and the UAE’s ambition to build a global life sciences and healthcare hub.

Our recent collaborations also open significant new possibilities, from licensing assets in advanced clinical development to potentially incubating new biotechnology capabilities on the ground in the UAE. Alongside that, we are deepening our digital and AI capabilities to drive greater speed and precision across everything from manufacturing to medical engagement.

Above all, we remain close to the needs of the patients and stakeholders who place their trust in us and remain focused on building for the next generations. The foundation is in place. The next phase is about translating it into lasting impact for patients and sustained value for our stakeholders.

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Tech Interviews

How AI Is Turning Network Cameras Into Real-Time Intelligence

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Exclusive interview with Bashar Al Daoud Team Leader UAE and Oman Axis Communications

1. How is AI transforming network cameras into real-time intelligence tools?

AI is moving cameras from just recording events to actually understanding what’s happening in real time. Instead of reviewing footage after the fact, the camera can now detect, classify, and trigger actions instantly — whether it’s identifying a person, detecting unusual behaviour, or flagging a safety risk. So the system becomes proactive, not reactive, and that’s a big shift in how organisations use video.

2. What role does edge AI play in reducing reliance on the cloud?

Edge AI means the intelligence sits inside the camera itself, not in the cloud. This reduces latency, lowers bandwidth usage, and allows decisions to be made immediately. It also strengthens data privacy, since sensitive information can stay on-site. The cloud still has a role, but edge processing is what really makes large-scale deployments more efficient and practical.

3. How are AI-powered cameras helping businesses cut costs and improve efficiency?

They reduce the need for constant manual monitoring — the system only alerts you when something actually matters.

They also help prevent incidents early, which can reduce losses and disruptions. And beyond security, they improve operations — things like queue management, traffic flow, or site efficiency. So it’s both cost-saving and performance improvement at the same time.

4. How does AI help future-proof network camera investments?

With AI-enabled cameras, especially on an open platform, you can add new applications over time without replacing the hardware. So today it’s security, tomorrow it could be analytics or operational insights. That flexibility is what future-proofs the investment — the system grows with the business instead of becoming outdated.

5. How is AI expanding network cameras beyond security into business intelligence?

We’re seeing cameras becoming data sources, not just security devices. They can provide insights on people movement, occupancy, and behaviour patterns, which helps organisations make better decisions. At ISNR Abu Dhabi, this is a big part of the conversation — how to use video data not just for protection, but to improve overall operations and planning.

6. How is Axis upscaling its game with AI security surveillance?

At Axis, we’ve been investing in AI at the edge for years, especially through our own chip technology. Our focus is on making sure the AI is reliable and works in real-world conditions, not just in theory. We also prioritise cybersecurity and open integration, so customers can build complete solutions with partners — not just standalone systems.

7. What are your plans for the next three years to up AI into your products?

The focus is on making AI more accurate, scalable, and easier to deploy. We’ll continue pushing more advanced analytics to the edge, while improving how video, audio, and other systems work together. At the same time, there’s a strong focus on responsible use — making sure AI is secure, transparent, and trusted by customers.

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Tech Interviews

From Entertainment to Edutainment: The IdeaCrate Approach

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IdeaCrate Edutainment Company interview Q&A header image for Integrator Magazine featuring Shifa Yusuff Ali.

Shifa Yusuff Ali, Founder & CEO, IdeaCrate Edutainment Company

The children’s play centre industry has traditionally focused on entertainment. What made you believe the model needed to evolve?

The shift to thoughtful play has been gradual, but it’s now more evident than ever. Families today are far more intentional about how and where they spend their time. Parents are not just looking for somewhere to take their children on a weekend. They want tobe reassured that the experience is meaningful, supports their child’s development, and adds value to their time together as a family.

Research has proven that children learn most effectively through play, but not all play delivers at the same value. There is a real difference between passive, unstructured time and play that is designed to build motor skills, social confidence, and creative thinking. The industry has largely treated play as a generic offering, while we saw an opportunity to treat it as a discipline, rooted in child development and intentional design.

The commercial dimension is also that in a maturing market, the concepts that endure are those that give families a genuine reason to return—not just because they are convenient, but because the experience is consistently valuable.

Purpose-driven play is better for children, and it is a stronger business model.

You often speak about creating environments that work for both children and parents. How important is experience design in building modern family spaces?

It is central to everything we do. I have always believed that family spaces should serve the whole family, not just the child. Too often, the parent experience is an afterthought. But when you design with both in mind, the entire dynamic changes.

I have always wanted to build a business that is close to the community it serves. Parenting can be overwhelming at times, and it was important to me to create spaces where both parents and children feel supported, welcome, and connected. At Orange Wheels, for example, parents are not spectators. The activities are designed so families can participate together. That shared experience is what turns a visit into something families genuinely value.

Good experience design also extends well beyond the physical space. It is the journey from the moment a family discovers us online, through the booking process, the arrival, the time spent inside, and the follow-up afterward.

Every touchpoint either builds trust or erodes it. We think carefully about all of them.

Many industries are moving toward experience-led models. How do you approach designing environments that are both educational and engaging?

When we think about designing our spaces, we always start with the question: what do we want the family to feel and take away from this experience? That is what keeps the balance between educational value and genuine engagement.

Our approach starts with developmental outcomes. What do we want a child to gain from this experience? Is it fine motor skills, social interaction, creative expression, or problem-solving? We work backward from those outcomes to design activities that deliver them through play. The child experiences fun. The parent sees growth. Both leave satisfied.

We also invest heavily in the sensory and spatial design of our environments. Colour, lighting, sound levels, and material choices are not just aesthetic decisions; they are developmental ones. Overstimulation is the enemy of focused play. Our spaces are deliberately calmer, more intentional, and more thoughtfully curated than what you typically see in this category.

It requires constant iteration. We observe how children and families interact with our spaces, we gather feedback, and we refine. Design is never finished. It is a living process.

Technology is increasingly shaping how families interact with these spaces. How are digital tools helping enhance the experience?

Children today are already exposed to high levels of digital stimulation, and that shapes how they engage with the world around them. As a result, we are very deliberate about how technology features in our spaces.

For parents, technology plays a clear role in simplifying the journey—whether through booking systems, communication, or feedback loops. It allows the experience to feel more seamless and predictable.

For children, the approach is more measured. The intention is not to replicate screen-based engagement inside a physical environment, but to support interaction in a way that enhances the experience without overwhelming it.

We are also building capabilities that help parents better understand how their child engaged during a visit, including the types of activities and developmental areas explored.That is meaningful technology. It adds value without replacing human interaction.

Our position is clear: technology should enhance the experience, not become the experience. Children need tactile, physical, human-led play. That is non-negotiable for us.

From a business perspective, what have been the biggest operational challenges in scaling physical experience-driven businesses?

The biggest challenge is maintaining experience quality as you grow. In a product business, you can standardise production. In an experience business, you are always relying on people, environments, and interactions, and those are inherently harder to scale consistently.

Our play facilitators are central to what makes our spaces work. They are not just supervising children; they are guiding play, engaging families, and creating moments. Recruiting, training, and retaining the right talent remains most significant investment. You cannot scale culture from a document.

Real estate is another constraint. Our experiences require specific spatial conditions—layout, flow, and ceiling height—that are not always easy to accommodate within standard retail formats.

Scaling successfully requires discipline in both operations and decision-making.

With plans to expand regionally and globally, what does scaling an experience-based brand require?

It requires being very clear about what is non-negotiable and what can flex. For us, the philosophy is non-negotiable: purposeful play, family-centric design, and developmental intent. Those principles travel across markets. But how they are expressed might look different depending on the region and its culture.

Operationally, scaling requires robust systems. We are investing in standardised training programmes, operational playbooks, and quality frameworks that allow us to onboard new locations without diluting the experience.

But systems alone are not enough. It needs to be underpinned by strong local leadership that understands both the brand, customer and the market.

Ultimately, scaling an experience brand is slower than scaling a product brand. And I am comfortable with that. Growing too fast at the expense of experience quality would undermine the very thing that makes IdeaCrate valuable.

With so many indoor play options available, how does IdeaCrate differentiate itself?

Three things set us apart.

First, intent. Everything in our spaces exists for a reason. We do not add attractions because they are trendy or because competitors have them. Every activity, every design choice, every programme is rooted in a developmental purpose. That level of intentionality is rare in this industry.

Secondly, the family experience. We do not just design for children. We design for families. That means parents are part of the experience, not on its sidelines. It means our spaces feel welcoming for adults, not just tolerable. And it means the overall visit is something families genuinely look forward to, together.

Third, our multi-brand approach. Orange Wheels, Orange Seeds, and Orange Hub each serve a different need and age group, but they are connected by a shared philosophy. A family can grow with us, from their child’s earliest years in a nursery environment through to more social, high-energy experiences as they get older. That continuity is something no single-concept competitor can offer.

Beyond that, the difference is often felt rather than seen.

It is the culture we have built: the way our team interacts with families, the warmth of the environment, the feeling you get when you walk through the door. That is what keeps families coming back.

Looking ahead, how do you see the edutainment industry evolving?

The edutainment market is projected to reach over nine billion dollars globally by 2031, and the Middle East is one of its fastest-growing regions. That growth is a clear signal: families are willing to invest in experiences that go beyond pure entertainment.

I expect the next few years to bring greater sophistication to how education and entertainment are combined. The early movers in this space are proving that parents will pay a premium for quality, purpose-driven experiences. That will attract more investment and raise the bar for the entire industry.

I also think community will become more central to how these spaces operate. The best family spaces will not just be places you visit; they will be places you belong to. We are already seeing this in our own business, where families build relationships with our team and with each other. That sense of belonging creates loyalty that no discount or promotion can match.

At the same time, I think the industry will move toward more thoughtful, right-sized concepts. Large-format entertainment centres with high capital costs and short refresh cycles are a challenging model. The future favours concepts that prioritise experience depth over scale.

For IdeaCrate, the direction is clear: continue to lead with purpose, invest in our people and our design, and build a brand that families trust.

What inspired the creation of IdeaCrate, and how has your vision evolved?

The idea behind IdeaCrate goes back about ten years, to a moment that many parents will recognise. I was looking for a space to take my children where the experience felt genuinely enriching, not just entertaining. That search made me realise there was a real gap in the market for family spaces that combined quality, purpose, and warmth.

I wanted to build something that sat at the intersection of education and entertainment, where play is designed with developmental intent and where families feel they belong. That conviction became the foundation of IdeaCrate: the belief that children deserve play experiences that are thoughtfully designed, and that parents deserve to be part of that journey.

The vision has evolved considerably since those early days. What started as a single concept has grown into three distinct brands: Orange Wheels, a premium indoor play concept focused on purposeful play and family connection; Orange Seeds, a Montessori-inspired nursery rooted in emotional wellbeing and early development; and Orange Hub, a social, high-energy space for older children and group experiences.

Each serves a different need, but all are built on the same philosophy. We have also become much more deliberate about end-to-end experience design, thinking beyond what happens inside the space to how families feel at every stage of their interaction with us.

As we have grown, the focus has shifted toward maintaining that intent at scale—ensuring that the experience remains consistent across locations. The goal now is to set new standards for what family spaces can be, starting in the UAE and expanding across the world.

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Cloud waste isn’t about Visibility it’s about Timing, says Atmoz CEO

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“Cloud waste isn’t created by bad engineers. It’s created by systems that show problems too late. Once I saw that, it became clear, the solution wasn’t better reporting. It was prevention.” – Atmoz CEO Yael Shatzky

Yael Shatzky didn’t set out to build a company around cloud costs. What she noticed, after more than 25 years across enterprise technology, product marketing, and growth at organisations including Amdocs and Microsoft’s R&D ecosystem, was a pattern.

Not just rising cloud spend, but a deeper structural disconnect in how it’s managed.

If you were introducing yourself and Atmoz to someone outside tech, where would you begin?

I’d say I’m building a company that changes how people think about waste—specifically cloud and AI waste.

Imagine a house where electricity prices constantly change depending on what you use and when, but no one knows the cost. Lights stay on, AC runs all day, and while you know you’re wasting about 30%, you have no way to prevent it. The only signal you get is last month’s bill.

That’s how companies operate in the cloud today.

Atmoz changes that by bringing cost awareness into the moment decisions are made, helping teams make smarter choices without disrupting how they work. The result is simple: waste is prevented before it happens.

What is the core problem Atmoz is solving—and where has the market gone wrong?

The market has focused on visibility, dashboards and reports that explain what already happened.

But the problem isn’t visibility.
It’s timing.

By the time companies see the data, the money is already spent and systems are already in production. Even with perfect visibility, nothing changes.

Atmoz works at the moment engineers are building, engaging them with immediate, simple recommendations that don’t slow them down. That’s where prevention becomes possible.

What does ‘AI-first’ product development look like at Atmoz?

We built a data foundation that reconstructs cost signals as resources are created, before billing data exists. That’s the hard part.

On top of that, we use AI where it matters most: interaction and execution. Our AI agent takes accurate, contextual data and delivers actionable recommendations directly within developer workflows.

Because the system is grounded in precise data, the guidance isn’t just intelligent, it’s reliable and immediately usable.

What are the biggest challenges in getting engineers to trust AI-driven recommendations?

Interestingly, it’s not trust in AI, it’s the belief that prevention is even possible.

For years, companies have been told they can reduce costs, yet around 30% of cloud spend is still wasted. That’s because most tools analyse waste after it happens, they don’t stop it.

Once engineers see an issue flagged in real time, with clear context and a simple fix, the skepticism disappears. It becomes tangible.

What is one leadership mistake that fundamentally changed how you operate?

Focusing too much on the product, and not enough on marketing early on.

Great products don’t speak for themselves, especially when you’re creating a new category. Marketing isn’t something you layer on later; it shapes how the product is understood and adopted. Starting early makes a significant difference.

Where do you see the biggest inefficiencies today?

The biggest inefficiency is the disconnect between engineering decisions and their financial impact.

Every time a developer deploys infrastructure or triggers an AI workload, they’re making a financial decision, without visibility into its cost implications.

AI is amplifying this. Costs are more volatile, and traditional feedback loops can’t keep up.

Atmoz brings cost awareness into that decision point, making efficiency part of the engineering discipline, much like security became over time.

At this stage, how do you define success?

Success isn’t a single milestone, it’s a series of moments.

Signing a new customer. Launching a capability that impacts spend. Getting a call from a customer excited because they just saved $30K on something they didn’t even know was happening.

Those moments are what drive us forward.

You’re defining a new category. What does it take to change long-held assumptions?

It starts with conviction. You’re asking people to question something they’ve accepted as normal.

But conviction alone isn’t enough, proof is everything. Category change happens when someone sees it working in their own environment and has that “aha” moment.

That’s why we focus on immediate, tangible value. When waste is prevented in real time, the mindset shift follows naturally.

Resilience also matters. When you challenge established models, you will be dismissed. The key is to stay grounded in the problem and keep showing evidence.

Has the industry been solving cloud waste the wrong way? Why hasn’t it changed?

I wouldn’t say wrong, FinOps tools solved the problem they were designed for. They brought visibility and governance, which was critical.

But they were built on the assumption that cost is something you analyse after it happens.

Today, cost is created instantly, when infrastructure is provisioned or AI workloads run. But feedback still comes later. That gap is the issue.

What’s changed is the pace of engineering. With AI, decisions are faster and costs are more dynamic. What used to be inefficient is now unsustainable.

That’s why prevention isn’t just an improvement, it’s becoming essential.

How will engineering teams work differently in five years?

Cost will no longer be treated as something external, owned by finance. It will become part of the engineering feedback loop, like performance or reliability.

Atmoz brings that awareness into everyday workflows, guiding better decisions without adding friction.

Over time, this shifts behaviour. Waste isn’t something you detect and fix later, it simply doesn’t get created.

The result is not just lower cost, but faster teams, better decisions, and more room to innovate.

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