2010BIOBusinessForum 2010 BIO Business Forum PartneringResults Partnering Results

PresentationtoBIOSuperSession P t ti t BIO S S i May2010

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Overview
Over17,000oneononepartnering meetingsheldinthe2010BIOBusiness Forum Canthesedatabeusedtoassessforward lookingdealmakerintentions? looking dealmaker intentions? Assumptions p
Numberofunlicensedbiotechprograms=Supply Interestfor1x1meetingsbypharma =Demand
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PartneringMeetingGrowth
17,143

43% CAGR

OneonOnePartneringMeetings
Chicago Chi 2010* Companies Scheduled Requested 2,125
(up20%yoy)

Atlanta Al 2009 1,770 14,202 80,861

Chicago Chi 2006 1,476 11,018

17,143
(up21%y o y) (up 21% yoy)

107,324 (up33%yoy) (up 33% y o y)

*FinalasofFriday,May7th,2010

BusinessForumCompanies
Investors& ProfServices CRO/ CMO Other Oh

9% 10% 17%

5%
R&D 60%
Diagnostics, Delivery, 29%

PHARMA, PHARMA BIGBIOTECH 9% (110)

M

PIII 5% 9%

Academic &NonProfit

DRUG BIOTECH 61%

PII 28% PI 17%

PC 41%

(675)

Allcompanies All companies n=2100

R&D n=1080

DrugBiotech Drug Biotech n=675

TherapeuticCategoryofPhaseII/III LeadProgram Lead Program

35% 30% 25% 20% 15% 10% 5% 0% 2010BusinessForum* CampbellAllianceEstimate

**

* The percent of listed therapeutic areas (other category is excluded from percentage calculation for comparison with Campbells study) **Note that the Digestive Disease Week (DDW ) conference was May1-5th, and may explain why GI is underrepresented at BIO 2010

N Numbe erofCo ompaniesSup pply

BiotechUnlicensedAsset Supplyvs Supply vs Pharma Demand

250 200 150 100 50 0 3 4 5 6 7 8 Pharma MeetingsPerCompanyDemand
7 LOWSUPPLY LOWERINTEREST HIGHSUPPLY LOWERINTEREST

HIGHSUPPLY HIGHINTEREST

LOWSUPPLY HIGHINTEREST

Pharma defined as any in-licensor, thus includes large biotechs and some specialty pharmas (110 of the 2100 companies)

Pharma Interest by Phase* InterestbyPhase

Number ofCom o mpanie esSup pply

250 200 150 100 50 0

PC PII PI M PIII

3 4 5 6 7 8 Pharma MeetingsPerCompanyDemand

* For the 11 disease areas in the previous slide (excludes the other category, which would include rare genetic disorders, etc)

N Numbe erofCo ompani iesSup pply

100 80 60 40 20 0 3

Pharma Interestby p TherapeuticArea (Phase13assetsonly)

Oncology CNS

Metabolic Vaccines Derm GI

Imunology ID

CV

Respiratory

9
9

Pharma MeetingsPerCompanyDemand

Pharma Interestby Phase13&TherapeuticArea p

THERAPEUTIC AREAS(11) GI Oncology CV CV CNS Oncology Oncology Immunology CNS CV PHASE PII PII PI PII PII PI PIII PII PIII PIII # COMPANIES 4 46 9 7 30 28 13 15 9 8 PHARMAMEETINGSPER COMPANY 9.5 8.9 8.8 8.7 8.5 8.2 8.0 7.7 7.6 6.4

*Table excludes pre-clinical

6ofthetop10arePhaseIorII*

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TakeHomeMessages
Oneononepartneringmeetingscanbeusedto i i b d assessforwardlookingdealmakerintentions PhaseIIassetsareinhighdemand Oncology&CNShavehighsupply&high interest , p y gy g CV,Respiratory&Immunologyhavehigh interestandlowersupply
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CampbellAlliance2010Dealmakers IntentionsPanelDiscussion
Chair:BenBonifant,VicePresidentandHead,BusinessDevelopment Practice,CampbellAlliance Chair:JohnCraighead,Ph.D.,ManagingDirector,InvestorRelations& BusinessDevelopment,BiotechnologyIndustryOrganization BJBormann,Ph.D.,SeniorVicePresident&GlobalHead,Business BJ Bormann, Ph.D., Senior Vice President & Global Head, Business Development,Boehringer Ingelheim ShaunGrady,VicePresident,StrategicPartnering&Business Development,AstraZeneca D l t At Z PaulJ.Hastings,PresidentandChiefExecutiveOfficer,OncoMed Pharmaceuticals JamesSabry,M.D.,Ph.D.,VicePresident,GenentechPartnering, Genentech

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ItTakesaVillage I T k Vill
AlanF.Eisenberg ExecutiveVicePresident,Emerging Executive Vice President Emerging Companies&BusinessDevelopment
JohnCraighead,PhD ManagingDirector,InvestorRelations &BusinessDevelopment Cartier Esham,PhD Director,EmergingCompanies Health&RegulatoryAffairs ea & egu a o y a s

AmyFinan VicePresident,Corporate Vice President Corporate Development&Marketing

Jason Rupp ManagingDirector, Membership David Thomas Director,Industry Research&Analysis esea c & a ys s

JohnSloan ManagingDirector,External Relations&Development

SusannaLing Director,Sponsorship, CorporateDev &Marketing o po a e e & a e g

Shelly MuiLipnik Director,CapitalFormation& FinancialServicesPolicy a c a Se ces o cy

WesleyTriplett Director,BDMarketing

Jen Welch,CMP Director,Meetings& Operations CeliaEconomides,MPH Manager,IR& Corporate Strategy AmyNguyen Manager,IR&BD EventPrograms

FredZeldow Director, BusinessDevelopment& StrategicAlliances TamyDalal Manager,BD & StrategicAlliances BethRosenkoetter Manager, Sponsorship Elizabeth Gaskins Manager,Membership

BernadetteBlake Manager,Registration &CustomerService

JoeColangelo Manager,Business Development

RenaeGrant Manager, PartneringPrograms

Tom Heebink Manager,BD& StrategicAlliances

Tooshar Swain Manager,Policy &Research

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