mp advisors business profile

1Strategic Advisory Services @ MPA 2014

IntroductionStrategic Advisory Services @MP Advisors

MP AdvisorsB 203, Alkapuri ArcadeR C Dutt Road, Vadodara‐7 Gujarat – INDIA+1.646.657.3787 | +91.265.232.0059www.mpadvisor.com

http://www.mpadvisor.com/


Index

Key Facts Network SnapshotLandmark DealsStrategic Services OfferedTherapy Class and Companies TrackedJapan Acquaintance & DatabaseDeals Done since 1996Full Time Team – CV


Key Facts

~25 Years OldOnly ‘Bio‐Pharma’ focusedProprietary Databases Integrated and Fundamental ResearchScientific + Commercial Know How Team of Highly Qualified IndividualsGlobal Coverage (India, Japan, NA, CIS‐R and EM)Superior Management Access

A Rare Blending of All Essential Elements to Take and Execute Strategic Challenges of Bio‐Pharmaceutical Space!


Network Snapshot

No of Companies* Retained MPA from

‘Top 10’ group

No of mid‐cap, small companies worked/ well‐connected with

Global Pharma (US/Eu) 4/10 50+

Indian 8/10 ~100

Japan 3/10 70+

ROW n/a ~100

Hired by managements of major pharma companies from across the globeAlso robust connections with – API, CRAM, CRO, Biotech/Biosimilar, PE,

VC and Angle investors companies in all geographiesGood access to ~all medical specialists, bureaucrats, academia

* At top management level


Landmark Deals

1st NCE licensed‐out from India 1st Indian company acquiring major unit in the USA1st Indian Company making alliance with an MNC for NCE Mnfg.1st Major Japanese company venturing into Global GE space Largest pharma deal of India1st Indian company investing in US Biotech Major deal where an MNC partner buy‐outs its Indian partnerLargest divestment by MNC in India

A History of Conceptualizing and Executing novel, pioneering ideas Successfully!


Range of Strategic Advisory Services Offered

Offered range of options to expand for a chemical conglomerate who had small pharmadivision

Offered Due Diligence services to a PE which considered investing in a formulation CRO

Offered retainer services to a CRAM company to keep its Ph I to patent expired API portfolio rich

Offered services to in‐license patented products from biotech for home market ( a BRIC country)

Offered services to enter as frontline player into a regulated market for a client who had been primarily a CMO in regulated market

Divested tail end brands of a MNC

Raised capital from a PE for Bio Similar CMO targeting regulated markets

Conceived Hybrid (Innovation and Generic) business model for die‐hard innovator group and made them appreciate rationale the new business model

Brought a Ph II company and large scale API producer together – a CRAM transaction for API co.


Advised a major MNC to withdraw from a take over transaction due to high risk of Para IV for key product of company to be acquiredAdvised API company to re‐prioritse its portfolio based on macro and therapeutic competitive landscapeAdvised a Global API company to not acquire a peptide API companyStrategic input to a US FDA approved Dermatology formulation companySearched names of API where a leading NSAID API producer can leverage its strengthAssisted a OTC company as sell side advisorAssisted a co‐Invested EU company divest its business in emerging marketSuggested expansion options to a Granules/Pallets producerIdentifying EU approved Sterile product manufacturer for a UK virtual companySWOT analysis for a vaccine company aspiring to go in MAb Bio similar

Range of Strategic Advisory Services Offered (contd..)


Current and Future (Year 2025) Products Detailed work for Following Therapeutic Classes

Therapy Area Indication Anti‐Infective Hepatitis C , Anti‐fungal , TD/ Cholera, Swine Flu vaccine (India)

Autoimmune/Inflammatory

Multiple sclerosis, Alzheimer's Disease, RA, SLE, Psoriasis, Gaout disease

Cardiovascular PAH, Anti‐coagulants: Factor Xa inhibitors , ACS

Central Nervous System

Insomnia, Neuropathic pain, Pain: SR Opioid drugs, Fibromyalgia

Gastrointestinal Pancreatic insufficiency Genetic disorder HAE Hematology Thrombocytopenia (ITP) Metabolic Endocrine Diabetes, GLP‐1, High Density Lipoprotein, Obesity

Oncology NSCLC , HPV and cervical vaccine, BPH, Prostate Cancer, Cancer: VEGF/EGFR, Multiple Myeloma, MDS, Melenoma, Cancer Vaccine, HCC, CLL, NHL

Respiratory Asthma/COPD Others RNAi, Dupuytren's contracture, Hsp90 Antagonist, Innovative Drug

Delivery SystmesBiosimilars Herceptin Biosimilar, Rituxan Biosimilar, Japan Biosimilars


Companies Actively TrackedActively covered GLOBAL ‐US GLOBAL ‐ Japan Lilly LLY US Equity Astellas 4503 JP Equity Merck MRK US Equity Chugai 4519 JP Equity Bristol‐Myers BMY US Equity Daiichi‐Sankyo 4568 JP Equity Pfizer PFE US Equity Dainippon Sumitomo 4506 JP EquityGLOBAL ‐ EU Eisai* 4523 JP Equity Novartis NVS US Equity Kyorin 4569 JP Equity Roche ROG VX Equity Kyowa Hakko Kirin 4151 JP Equity GlaxoSmithkline GSK LN Equity Mitsubishi‐Tanabe 4508 JP Equity Novo Nordisk NOVOB DC Equity Shionogi 4507 JP Equity Sanofi‐Aventis SAN FP Equity Takeda 4502 JP Equity AstraZeneca AZN US Equity Actively covered Rising Star companiesArQule ARQL Equity JAPAN GenericsAveo Pharma AVEO Equity Towa 4553 JP Equity Basilea Pharma BSLN.SW Equity Nippon Chem 4539 JP Equity Cempra CEMP Equity Sawai 4555 JP Equity Galapagos GLPG EquityIncyte Corp INCY EquityIsis Pharma ISIS Equity INDIAN GENERICSMorphosys AG MOR Equity Aurobindo ARBP IN Equity SymBio Pharma 4582 Equity Biocon Ltd BIOS IN Equity Actively covered Mature Biotech companies Cadila CDH IN Equity Acorda Therapeutics ACOR Equity Cipla CIPLA IN Equity Alexion Pharmaceuticals ALXN Equity Dishman DISH IN Equity Amgen Inc AMGN Equity Dr. Reddy's DRRD IN Equity Biogen Idec BIIB Equity Ipca IPCA IN Equity Celgene CELG Equity Lupin LPC IN Equity

GILD Equity Natco Pharma NTCPH EquityRegeneron Pharma REGN Equity Ranbaxys RBXY IN Equity Vertex VRTX Equity Sun Pharma SUNP IN Equity


MP’s Acquaintance in Japan


MP’s Acquaintance in Japan:Select Mid/Small sized Cos*

Iwaki Seiyaku Co. ltd Yamazen Denka Ohara Chemical Industries,Ltd. Japan Tobacco KowaShiono Finness LTD Biotec Bay FujifilmJunsei chemical co.,Ltd. Daiko Pharmaceutical Co., Ltd Meiji SeikaTaiho Pharmaseutical Co.,Ltd. Daiwa Pharmaceutical Co.,Ltd. Miraca HoldingsISEI Co. Inc. Galderma Nihon GenericsSioe Hikari Nippon ZokiTakata Kobayashi Kako Nipro PharmaYakult Kyukyu Sanwa KagakuNippon kayaku Mikasa seiyaku TeijinNippon shinyaku Kureha corporation TsumuraKenei Tatsumi kagaku Tsuruhara PharmaKotobuki Asahi Kasei Pharma SeikagakuMaruishi Aska (4514) ‐ KakenNakakita Nissui Pharma (4550) ShionogiNikkoseiyaku Canbas (4575) KyorinShiono Wakamoto (4512) ZeriaTeikokuseiyaku Eiken (4549) KaizenEssential Pharma Senju Pharma Nippon ChemipharDaito Pharma Dainippon Sumitomo Fuso Pharmaceutical Industries,

Ltd.* Large pharmas not mentioned herein


MP Advisors Introduces

Japan Pharma Database [MP-JPD®] To Address Unanswered FAQ About Japan Pharma

日本の製薬企業のデータベースの紹介

Formulating a competitive landscape of various therapeutic classes in Japanis challenging viz a viz the US and EU markets due to:

1. Operations of various MNCs who generate significant amount of revenue but do not disclose their sales – Market Research Agencies has their limitations; no projections

2. Disclosure of Clinical trial data – is limited/not detailed and is shared after a long gap. 3. Lack of equivalent sites such as clinicaltrials.gov, FDA’s Orange book, etc. – company reports,

various categories of CT data available at scattered sources. Mostly in Japanese. 4. Very Difficult to get patent expiry info. from JP cos - Multiple patent extension, NO reliable Source in

public domain 5. Large contribution of ‘Japan Only’ products - difficult to make competitive landscapes for overseas

companies.6. Language

1000+ Products

100+ Companies

450+ Key Pipeline Candidates

Competitive Landscape- For Companies, Products, Pipeline Candidates & Thx Classes

12


2011‐13 – Several ongoing/closed Confidential Advisory projects within confidentiality period

2010 – MP Advisors acted as sole advisor to Intas Biopharmaceuticals Pvt Ltd, to raise private equity funding from TATA Capital

2009 – Sell side banker to Bangalore Genei, a Biologic company of Sanmar group, Merck KgAacquired.

2009 – Parabolic Drugs Ltd shares to BTS Advisors/ Swiss Tech PE

2008 – MP conceptualized innovator‐generic hybrid model and was strategic advisor Daiichi‐Sankyo on Ranbaxy’s acquisition.

2008 – Sold Tonira Pharma, only API company in India who earns half its revenue from Japan, to IPCA.

2008 ‐ Acquired an API company in Austria (Loba Chemie) for an Andhra Pradesh based listed company (Shilpa Medicare)

2008 ‐ Raised INR 200m for Marck Bioscience, a company specializing in Sterile products from a PE2007 – Drug Royalty ‐ Assessed market potential of ~a dozen products up to 2015 on behalf of an investor who looks at the royalty income stream

2006 – Conducted due‐diligence on behalf of USV, an Indian company wanting to acquire a Bio‐Similar company in Ireland (Genmedix later acquired by Reliance Life Sciences).2006 ‐ Advised an EU company BioMerieux in deciding the ranking of different SBU’s of an Indian company, Shantha Biotech, it acquired

Select Completed Deals by MP Advisors


2006 ‐ A US based NCE company (Cempra Pharmaceuticals) to source API for the NCE from an Indian company (Alembic).

2005 ‐ Advised an Indian conglomerate (Atul Ltd) to speed up its pharma division growth.

2004 ‐ Advised one of the top 10 MNC w r t global entry of Vaccine and Insulin business.2004 ‐Generated binding bid for an Indian OTC company (Paras Pharma) from an EU company.

2004 ‐ Divested brands of a leading EU company, Solvay in India as part of its global strategy to IndocoRemedies (Karvol) and Alembic Pharmaceuticals (Yutopar).2002 ‐ Led first investment in a discovery based US biotech company, Onconova (Philadelphia) by an Indian company Cadila.

2001 – Sold 35% stake in German Remedies Ltd. Held by four German companies i.e. Asta Medica(Degussa Hull co), Boehringer Ingelheim, Schering AG & Dr. Falke. Aggressive bidding was undertakenby Pharmacia, Bristol‐Myers Squibb & Cadila.

2001 ‐ Represented an EU company AstraZeneca to buy out its Indian partner, Astra‐IDL (A HindujaGroup Company).

2000‐ Established JV between a German (Altana) & an Indian company (Cadila) to produce an “onpatent” API (pantaprazole) for global need.

1996 ‐ Licensed out the 1st Indian NCE (Glitazone PhI )from Dr. Reddy’s to an EU company, NovoNordisk.

1996 – Acquisition of a US NASDAQ listed Chapter‐11 company, Caraco Pharmaceuticals by an Indiancompany, Sun Pharmaceuticals (current value ~$250m).

Select Completed Deals by MP Advisors (contd..)


MP Advisors TeamTarun Shah, MBA, is the founder of MP Advisors. He brings 25+ years of global experience inCorporate Finance and Investment Banking. He has significantly influenced the evolution of crossborder M&A activities in the pharmaceutical industry in recent years, having conceptualized some ofthe important transactions as the major companies across the world accelerate their efforts tocreate new business models in synchronization with the changing times. Tarun has spotted novelinvestment (and divestment) ideas for Companies as well as Fund Managers. 18 analysts working atMP Advisors provide active support to its overseas clients.

Subita Srimal, Ph.D., founded a pharmaceutical company that manufactured a diagnostic reagent,Carcinoscorpious amebocyte lysate (CAL) used for the detection of pyrogens. CAL has beendeveloped solely through her efforts. Subita received her postdoctoral training at Prof Iwanaga’s labin Kyushu University (Japan in 1984) and at Prof Carl Nathan’s lab, Cornell University Medical Collegein New York (1987‐1990). Previously, she worked at Tata Institute of Fundamental Research, Mumbaiand Indian Institute of Science, Bangalore Subita has several publications and patents to her credit.

Ripple Mehta, B. Pharmacy, MBA, brings solid academic back ground and four years of industryexperience before joining MP. She started her career with Claris Life sciences in internationalRegulatory department, and has worked with Dr. Reddy’s and Astra Zeneca in Brand Management &Marketing.

Khyati Thakrar, M.Sc. (Microbiology), holds a Master of Science from Sardar Patel Uni. She hasparticipated in a project at Bhabha Atomic Research Center, Mumbai, on Cloning & Expression ofmutant of uvrA gene (DC32) in Haemophillus influenza. Prior to joining MP, she worked with AstralPharmaceutical Industries in regulatory affairs and quality assurance functions


Vijayakannan R., M.Pharm, PhD, MBA. His two years experience in formulation development in thepharmaceutical industry and five years of University research has familiarized him with all aspects of drugdiscovery, development and approval processes. Prior to joining MP, he served as Deputy Manager, Scopeeknowledge in charge of managing a team of chemical, medical and life sciences professionals forscientific database development. He holds an M.Pharm in Medicinal & Pharmaceutical Chemistry fromSGSITS, Indore (’05) and a PhD in Pharmacy from Punjab University, Chandigarh (’07). He has severalnational and international publications to his credit.

Sanjeev Mishra, B. Sc., MBA, works with the RS&MB team. Graduate of Chemistry and earned an MBA inInvestments from ICFAI Business School, Hyderabad. Prior to joining MP Advisors team, he worked withGuggenheim‐Transparent Value LLC, an asset management company for three years.

Devesh Singh, Pharmacist, MBA, brings over ten years of consultancy and industry experience sincegraduating with a degree in pharmacology from India. He later earned a Masters in BusinessAdministration from Stuttgart‐IMT, Germany. Prior to joining the MP Advisors team, Devesh worked withAlkem Labs, IMI Consulting GmbH and Abbott GmbH & Co. At MP Advisors, his research focuses onJapanese pharma companies.

Jagdish Gohil, Jagdish handles the Business Development portfolio of the company and is responsible foridentifying and researching new business opportunities for the firm, whilst making improvements in theexisting market and providing value oriented service to existing clients. He is also responsible for ITProjects. Prior to joining MP Advisors, he worked as a Systems Executive with one of the leading logisticscompany of India.

Mehul Mehta, A Microsoft Certified Networking Engineer, Mehul has more than 15 years experience ofinstallation, designing, cable structuring and trouble‐shooting. Mehul also supports the administrativeteam at MP Advisors.

MP Advisors Team


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MP AdvisorsB 203, Alkapuri Arcade

R C Dutt Road, Vadodara‐7 Gujarat – INDIA

+1.646.657.3787 | +91.265.232.0059www.mpadvisor.com

http://www.mpadvisor.com/

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