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MP Advisors is a Consultancy firm with an exclusive focus on Pharmaceuticals / Biotechnology sectors in the US, Europe, India, Japan and Russia. It was operating earlier as an international affiliate ...

MP Advisors is a Consultancy firm with an exclusive focus on Pharmaceuticals / Biotechnology sectors in the US, Europe, India, Japan and Russia. It was operating earlier as an international affiliate of Mehta Partners LLC since 1996. Today it has a highly motivated, qualified team of PhD's, MBA's and Pharmacist who apply their domain knowledge to develop proprietary data bases, understand dynamic regulatory laws across geographies, track and analyze latest trends in drug development, clinical trials and specific diseases. MP Advisors has insightful information on more than 200 pharma and Biotech companies around the globe as well as publishes reports on Key Opinion Leaders (Physician’s view) assessment, therapy class review of several classes (e.g. Oral anticoagulants, Hepatitis C, Obesity, Novel Drug Delivery systems, Biosimilars etc.), India and Japan generic opportunities and Paragraph IV Opportunities.

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    Mp advisors sa deals 2013.pdf Mp advisors sa deals 2013.pdf Presentation Transcript

    • Completed Deals MP Advisors 2013 www.mpadvisor.com 1
    • Range of Strategic Advisory Services Offered Offered range of options to expand for a chemical conglomerate who had small pharma division 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 acquired 2
    • Range of Strategic Advisory Services Offered Advised API company to re-prioritse its portfolio based on macro and therapeutic competitive landscape Advised a Global API company to not acquire a peptide API company Strategic input to a US FDA approved Dermatology formulation company Searched names of API where a leading NSAID API producer can leverage its strength Assisted a OTC company as sell side advisor Assisted a co-Invested EU company divest its business in emerging market Suggested expansion options to a Granules/Pallets producer Identifying EU approved Sterile product manufacturer for a UK virtual company SWOT analysis for a vaccine company aspiring to go in MAb Bio similar 3
    • Selected List of Deals by MP Advisors 2013 – Several Confidential Advisory projects within confidentiality period 2012 – Some Consultancy projects. 2011 – A couple of consultancy projects. 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 KgA acquired. 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. 4
    • Selected List of Deals by MP Advisors 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 PE 2007 – 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 5
    • Selected List of 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 Indoco Remedies (Karvol) and Alembic Pharmaceuticals (Yutopar). 2002 - Led first investment in a discovery based US biotech company, Onconova (Philadelphia) by an Indian company Cadila. 6
    • Selected List of Deals by MP Advisors 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 undertaken by Pharmacia, Bristol-Myers Squibb & Cadila. 2001 - Represented an EU company AstraZeneca to buy out its Indian partner, AstraIDL (A Hinduja Group Company). 2000- Established JV between a German (Altana) & an Indian company (Cadila) to produce an “on patent” API (pantaprazole) for global need. 1996 - Licensed out the 1st Indian NCE (Glitazone PhI )from Dr. Reddy’s to an EU company, Novo Nordisk. 1996 – Acquisition of a US NASDAQ listed Chapter-11 company, Caraco Pharmaceuticals by an Indian company, Sun Pharmaceuticals (current value ~$250m). 7
    • MP Team – India • Tarun Shah, MBA, is the founder of MP Advisors. He brings 22 years of global experience in Corporate Finance and Investment Banking. He has significantly influenced the evolution of cross border M&A activities in the pharmaceutical industry in recent years, having conceptualized some of the important transactions as the major companies across the world accelerate their efforts to create new business models in synchronization with the changing times. Tarun has spotted novel investment (and divestment) ideas for Companies as well as Fund Managers. 18 analysts working at MP Advisors provide active support to its overseas clients. • Devesh Singh, Pharmacist, MBA, brings over five years of consultancy and industry experience since graduating with a degree in pharmacology from India. He later earned a Masters in Business Administration from Stuttgart-IMT, Germany. Prior to joining the MP Advisors team, Devesh worked with Alkem Labs, IMI Consulting GmbH and Abbott GmbH & Co. At MP Advisors, his research focuses on Japanese pharma companies. 8
    • MP Team – India • Jagdish Gohil, Jagdish handles the Business Development portfolio of the company and is responsible for identifying and researching new business opportunities for the firm, whilst making improvements in the existing market and providing value oriented service to existing clients. He is also responsible for IT Projects. Prior to joining MP Advisors, he worked as a Systems Executive with one of the leading logistics company of India. • Mehul Mehta, A Microsoft Certified Networking Engineer, Mehul has more than 15 years experience of installation, designing, cable structuring and trouble-shooting. Mehul also supports the administrative team at MP Advisors. • Ripple Mehta, B. Pharmacy, MBA, brings solid academic back ground and three years of industry experience. She started her career with Claris Life sciences in international registration, and has worked with Dr. Reddy’s and Astra Zeneca in Brand Management & Marketing. 9
    • MP Team – India • Subita Srimal, Ph.D., founded a pharmaceutical company (now dormant) that manufactured a diagnostic reagent, Carcinoscorpious amebocyte lysate (CAL) used for the detection of pyrogens. CAL has been developed solely through her efforts. Subita is a member of MP’s scientific think tank, and is responsible for providing scientific evaluation of the industry R&D pipeline for our investment decisions. Subita received her postdoctoral training at Prof Iwanaga’s lab in Kyushu University (Japan in 1984) and at Prof Carl Nathan’s lab, Cornell University Medical College in New York (1987-1990). Previously, she worked at Tata Institute of Fundamental Research, Mumbai and Indian Institute of Science, Bangalore as well as headed her own lab at Institute of Microbial technology, Chandigarh. Subita has several publications and patents to her credit. • Sanjeev Mishra, B. Sc., MBA, works with the RS&MB team. Graduate of Chemistry and earned an MBA in Investments from ICFAI Business School, Hyderabad. Prior to joining MP Advisors team, he worked with Guggenheim-Transparent Value LLC, an asset management company for three years. • Khyati Thakrar, M.Sc. (Microbiology), holds a Master of Science from Sardar Patel Uni. She has participated in a project at Bhabha Atomic Research Center, Mumbai, on Cloning & Expression of mutant of uvrA gene (DC32) in Haemophillus influenza. Prior to joining MP, she worked with Astral Pharmaceutical Industries in regulatory affairs and quality assurance functions 10
    • MP Team – India • Vijayakannan R., M.Pharm, PhD, MBA. His two years experience in formulation development in the pharmaceutical industry and five years of University research has familiarized him with all aspects of drug discovery, development and approval processes. Prior to joining MP, he served as Deputy Manager, Scope eknowledge in charge of managing a team of chemical, medical and life sciences professionals for scientific database development. He holds an M.Pharm in Medicinal & Pharmaceutical Chemistry from SGSITS, Indore (’05) and a PhD in Pharmacy from Punjab University, Chandigarh (’07). He has several national and international publications to his credit. 11
    • 12 3 Therapeutic Class Reports Innovative Drug Delivery Systems: Novel Product and Formulation Technology Licensing Opportunities Risk – Reward of Developing a Herceptin Biosimilar – A Thorough Assessment Drivers of M&A in 2013-2016: PI3Ks and BTK Inhibitors Therapeutic Class Report Overview : Hepatitis C Virus Infection Therapeutic Class Report Overview - Hemophilia Therapeutic Class Report Overview - Rituxan Biosimilar Therapeutic Class Report Overview - Japan Biosimilars Cancer Vaccine: Hope or just Hype? Hepatitis C Virus Infection: Protease Inhibitors Bring Change in the Treatment Paradigm for Hepatitis 12
    • Therapeutic Class Reports Metastatic Melanoma: Pipeline, Assessment and Market potential through 2017 Turn of The Decade: Novel GLP-1's To Emerge as the New Leader in Diabetes Class Edoxaban - Potential Game changer in oral anticoagulant market Psoriasis: Oral and Novel Biologics to Change Future Market Dynamic Future of GPR Agonist Positioning And Market Potential Of Cms-024 (Ysl, Tyroserleutide) In Hepatic Cancer In China Rheumatoid Arthritis: Battlefield At ACR '11 - Next Wave: Innovative Oral Drugs for RA JAPAN DOMESTIC PHARMA - Competitive Landscape of Leading Therapy Classes UPDATE 13
    • Companies Tracked INDIAN Generics Aurobindo Biocon Ltd Cadila Cipla Dishman Dr. Reddy's Ipca Lupin Piramal Healthcare Ranbaxy Sun Pharma Wockhardt JAPAN Biotech/Biopharma Astellas Chugai Daiichi Sankyo Dainippon Sumitomo Eisai Kyorin Kyowa Hakko Kirin Mitsubishi-Tanabe Pharma Shionogi Takeda Torii Pharma JAPAN Generics Nippon Chem Sawai Towa ARBP IN Equity BIOS IN Equity CDH IN Equity CIPLA IN Equity DISH IN Equity DRRD IN Equity IPCA IN Equity LPC IN Equity PIHC IN Equity RBXY IN Equity SUNP IN Equity WPL IN Equity 4503 JP Equity 4519 JP Equity 4568 JP Equity 4506 JP Equity 4523 JP Equity 4569 JP Equity 4151 JP Equity 4508 JP Equity 4507 JP Equity 4502 JP Equity 4551 JP Equity G BA - EU LO L AstraZeneca GlaxoS ithkline m Novartis NovoN ordisk Roche Sanofi G BA -U LO L S Bristol-M Squibb yers Eli Lilly M erck Pfizer A NU E Z S quity G L E SK N quity N SU E V S quity N VO DCEquity O B R GV Equity O X S FPEquity AN B YUSEquity M L U Equity LY S M USEquity RK P UE FE S quity 4539 JP Equity 4555 JP Equity 4553 JP Equity 14
    • Companies Tracked A ct iv e ly c o v e r ed R S c o m p a ni e s A m a rin C o rp . A m b it B io sc ie n c e B a sile a P h a rm a C e m p ra C u ris G al a p a go s E n a nt a Ph a rm a E n d oc y t e H al o z y m e Im m u no m e d i c s In c . In c y te C o rp In fi n ity P h a rm a Isi s P ha r m a M e d iv i r A B M o rp h o sy s A G O nc o n o v a T h e ra p e u ti c s P h a rm a c y c lic s S a re p ta T h er a p eu t ic s S y m B i o Ph a rm a T riu s T h e rp a e ut ic s V iv u s A ct iv e ly c o v e r ed M B c o m p a n ie s A co r da T h e ra p e u tic s A le x io n Ph a rm a ce u t ic a ls A m g en In c B io g e n I d ec C e lg e n e G ile a d G rifo ls S A R e ge n e ro n P h a rm a O ny x V er te x T ic k e r N a m e A M R N E q u it y A M B I E q u ity B S L N SW E q ui ty C E M P E q u ity C R I S E q u ity G L P G B B E q u ity E N T A E q u ity E C Y T E q u it y H A L O E q ui ty IM M U E q u i ty IN C Y E q u i ty IN F I E qu i ty ISI S E q u ity M V IR B .S S E q u ity M O R G R E qu i ty O N T X E q ui ty PC Y C E q u it y SR PT E qu i ty 45 8 2 E qu i ty A c q u ire d V V U S E q u ity A C O R E q ui ty A L X N E q ui ty A M G N E q u ity B IIB E q u it y C E L G E q u it y G IL D E qu i ty G R F E qu i ty R E G N E q u ity A c q u ire d V R T X E q u ity RS companies 'Monitored' - Not Actively Covered Ablynx NV ABLX BB Equity Accentia Biopharma ABPI Equity Alnylam Pharma ALNY Equity Anthera Pharma ANTH Equity Elan ELN Equity Exelixis EXEL Equity GenMab GEN.CO Equity Immunogen, Inc IMGN Equity Intarcia Therapeutics Pvt Intercell AG ICLL AV Equity Intermune Inc ITMN Equity Omthera pharma Pvt Oncogenex Pharma OGXI Equity Oncothyreon ONTY Equity Optimer pharma OPTR Equity Protalix Therapeutics PLX Equity Seattle Genetics SGEN Equity Rigel Pharma RIGL Equity MB companies 'Monitored' - Not Actively Covered Baxter pharma BAX Equity Cubist CBST Equity CSL CSL Equity Emergent Biosolutions EBS Equity Myriad Genetics MYGN Equity 15
    • Address: MP Advisors B-203, Alkapuri Arcade, R C Dutt Road, Contact us: Vadodara – 390007 (o) +91-265-2327096 +1.646.499.4569 (e) mp@mpadvisor.com (w) www.mpadvisor.com MP Advisors and/or its affiliates may hold a position in any security or financial instrument mentioned herein. The information contained in this communication is solely intended for the addressee. Access by anyone other than the addressee is unauthorized. Disclosure, copying, and distribution of this information are prohibited. 16