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BIO 2011 Business Forum One-on-One Partnering Results Presentation to BIO International Convention Super Session

John Craighead, PhD, Managing Director, Investor Relations & Business Development, BIO
June 29, 2011 2:00PM - 3:30PM Room: Level 1, 147 AB

Overview
Forward looking dealmaker intentions

Analysis of one-on-one partnering meetings held in the 2011 BIO Business Forum
What assets are in the highest demand by pharma/in-licensors?
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Record 1x1 Partnering Meeting Growth


22000 20000 18000 16000 14000 12000 10000 8000 6000 4000 2000 0

21,183 +23.6% YOY 17,142

Core R&D Company Focus


All Companies
CROs Investors

Drug R&D In vs Out-licensing


Drug In-licensors
n=173

Out-licensors Lead Phase

Non-profit

16%

11%

9% 4%

other

19%

M PIII 5% 13% PC 33%

R&D
59%

Drug Out-licensors
n = 717

PII 33%

PI 16%

81%

n=2400

n=890

n=717
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Growing and Diverse Mix of In-Licensors


Ratio of Biotechs/Pharma

8 6 4 2 0

6.1 4.1

2010

2011
n=173
5

250

Biotech Unlicensed Asset Supply & Pharma Demand


HIGH SUPPLY LOWER INTEREST

NUMBR OF COMPANIES

200 150
100 50 0 3

HIGH SUPPLY HIGH INTEREST

LOW SUPPLY LOWER INTEREST

LOW SUPPLY HIGH INTEREST

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PHARMA MEETINGS PER OUT LICENSOR

Pharma Interest by Phase


NUMBR OF COMPANIES
300 250 200 150 100 50 0 3 4 5 6 7 8 9 10
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PC PI M

PII

PIII

PHARMA MEETINGS PER OUT LICENSOR

Womens Health

Pharma Interest by Phase Respiratory 2010 vs 2011


GI
Vaccines Metabolic Immunology CV

NUMBR OF COMPANIES

300 250 200 150 100 50 0 3 4

Dermatology

PC
PC PII PI PIII
2010 2011

PII
PI

Infectious Disease

Oncology

CNSPIII M

0 2 4 6 8 10 12 14 16 18 20 22 24

PHARMA MEETINGS PER OUT LICENSOR

Therapeutic Category Phase I-III Lead Unlicensed Program


160 140

# of Companies

120
100 80 60

2010 2011

40 20
0

Pharma Interest by Therapeutic Area


NUMBR OF COMPANIES
140

120 100 80 60 40 20 0 3 4 5 6 7
Vaccines
Respiratory

Oncology

CNS
Imunology ID CV

Derm

Metabolic

10 11 12
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PHARMA MEETINGS PER OUT LICENSOR

Pharma Interest by Therapeutic Area 2010 vs 2011


NUMBR OF COMPANIES
140

120 100 80 60 40 20 0 3

2011 2010

Oncology

Oncology

CNS CNS
Imunology

ID Immun Resp. CV ID Vacc. Vacc. Metabolic Resp. CV Derm Derm GI

Metabolic

10

11
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PHARMA MEETINGS PER OUT LICENSOR

Lower Demand Therapeutic Areas


2010
CV Oncology Respiratory CNS Immunology Metabolic GI Infectious Disease Vaccines Dermatology

2011
GI CNS Immunology Metabolic Infectious Disease Oncology Dermatology Respiratory CV Vaccines

Higher Demand Therapeutic Areas


2010
CV Oncology Respiratory CNS Immunology Metabolic GI Infectious Disease Vaccines Dermatology

2011
GI CNS Immunology Metabolic Infectious Disease Oncology Dermatology Respiratory CV Vaccines

Pharma Interest by Phase & Therapeutic Area


THERAPEUTIC AREA, PHASE 1 2 3 4 5 6 7 8 9 10 GI,PII Womens Health,PIII Metabolic,PII CNS,PII Immunology,PIII Immunology,PII Oncology,PI other,PIII CNS,PC Infectious Disease,PII PHARMA # # MEETINGS PER COMPANIES MEETINGS COMPANY 4 4 11 40 6 26 41 10 26 18 90 53 127 457 61 261 390 95 241 163 22.5 13.3 11.5 11.4 10.2 10.0 9.5 9.5 9.3 9.1
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5 of the top 10 are Phase II

Take Home Messages


One-on-one partnering meetings can be used to assess forward looking dealmaker intentions Higher demand for Phase I assets Higher demand for CNS, immunology & metabolic categories Lower demand for CV, oncology & respiratory categories
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Alan F. Eisenberg Executive Vice President, Emerging Companies & Business Development
John Craighead, PhD Managing Director, Investor Relations & Business Development Cartier Esham, PhD Director, Emerging Companies Health & Regulatory Affairs

Amy Finan Vice President, Corporate Development & Marketing


Jason Rupp Managing Director, Membership David Thomas Director, Industry Research & Analysis

John Sloan Managing Director, External Relations & Development

Susanna Ling Director, Sponsorship, Corporate Dev & Marketing

Shelly Mui-Lipnik Director, Capital Formation & Financial Services Policy

Wesley Triplett Director, BD Marketing Bernadette Blake Manager, Registration & Customer Service Renae Grant Manager, Partnering Programs Joe Colangelo Senior Manager, Business Development

Jen Welch, CMP Director, Meetings & Operations Celia Economides, MPH Manager, IR & Corporate Strategy

Fred Zeldow Director, Business Development & Strategic Alliances Tamy Dalal Manager, BD & Strategic Alliances Elizabeth Gaskins Manager, Membership

Tom Heebink Manager, BD & Strategic Alliances

Beth Rosenkoetter Senior Manager, Sponsorship

Tooshar Swain Manager, Policy & Research

Dealmakers Intentions Panel Discussion


Ben Bonifant, Vice President and Head, Business Development Practice, Campbell Alliance John Craighead, PhD, Managing Director, Investor Relations & Business Development, BIO David Collier, MD, Managing Director, Life Sciences, CMEA Capital Douglas Giordano, Senior Vice President, Pfizer Worldwide Business Development, Pfizer Maxine Gowen, PhD, President and Chief Executive Officer, Trevena Menelas Pangalos, PhD, Executive Vice President, Innovative Medicines, AstraZeneca
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