Mp Advisors June12

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An Introduction

www.mpadvisor.com

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MP Advisors – Who We Are Tracks Only Global Bio-Pharma Industry, Since 1996

• We don’t do anything other than Bio Pharmaceutical sector.

• An active rapport with industry, finance and regulators help us forecast future trends

• The outcome is - providing superior strategy and investment advisory services to the global biopharma industry Assists BD team of Biopharma companies across US, EU & Asia to accomplish its wish list.

• Private Equity (PE) and Pension fund managers seek consultation to understand fundamentals of industry/sector/geography/company.

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What We do ?

• Institutional Investment Advisory:

• We advise our global fund manager clients for investments in bio pharma stocks on the basis of our fundamental research of the company and the sector.

• All our fundamental analysis culminates in our annual flagship “Outlook” report.

• Strategic Advisory:

• Global advisor for pharmaceutical company in M & A as well as forecasting strategic Investment/divestment opportunities in the near future.

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2011 – Evaluated strategic options for a CRAM company having operations in EU and Asia.

2011 – Evaluated a Formualtion Contract Research Organisation on behalf of a global PE investor.

2010 - Acted as sole advisor to Intas Biopharmaceuticals, a EMEA approved company producing

Biosimilar, to raise private equity funding from TATA Capital

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

Germany acquired.

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

2008 – MP conceptualized innovator-generic hybrid model and was strategic advisor to Daiichi-Sankyo

who bought conttolling stake in Ranbaxy.

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

IPCA.

Selected List of Deals by MP Advisors

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2008 - Acquired an API company in Austria (Loba Chemie) for South India 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

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.


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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.

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, Astra-IDL (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).


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MP Advisors

Bios of Employees

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MP Advisors – CV of Employees• Tarun Shah, MBA, is the founder of MP Advisors. He brings 25 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 whether Small or Big, Biotech or Generics, Private or Public, G8, BRIC or Emerging markets . Fifteen professionals working at MP Advisors have education in Pharmacy or Biochemistry or Medicine and/or Finance, work experience as a Regulatory, R&D, marketing or IP. The senior team members are with the company from ~ its inception.

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• Devesh Singh, Pharmacist, MBA, After graduating with a degree in pharmacology from India, Devesh worked as Medical Representative with Novartis and Purdue, in India. He later earned a MBA from Stuttgart-IMT, Germany worked with IMI Consulting GmbH and Abbott GmbH. He returned to India in 2006 and joined MP Advisors.

• Vrunda Shah, CFA, MS (Finance), has two years of work experience in academic research at ICFAI University for the examinations department and has also undergone an internship program with Cygnus Business Consulting & Research. Successfully completed projects on research and valuation, covering analysis of company performance on all financial parameters. She has written articles for the Portfolio Organizer Magazine. At MP Advisors, she is a part of the Japan pharma team.

MP Advisors – CV of Employees

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• 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 Subita. His skills in Science and Finance helps assiging risk reward ratio of a R&D compound and/or a company.

• Khyati Thakrar, M.Sc. (Microbiology), 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 Pharmaceutica, a US FDA approved company producing Ceph and Penincillin based sterile products.


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• Nimish Mehta, CFA is responsible for staying on top of changes in Generics industry, globally. Indian companies are becoming signficant global generics players. Nimish keeps track of US, German, China, India and Japan generics companies.

• Manushi Naik, M.Sc Microbiology and Advanced Diploma in IPR & Regulatory Affairs from MS University. She has begun her career with the MP team where she is working as a member of the Indian pharma sector.

• Vivek Agarwal, B. Sc., CFA (CFA Institute, cleared all 3 levels) is helping Mr. Nimish Mehta in actively covering Indian Pharma Industry. He has completed his B.Sc in Life Science.


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• Vishal Manchanda, B.E. MBA tracks large pharma companies operating from US and Europe. As an Engineer, he looks at clinical data, unemotionally to predict future of R&D pipeline of large companies. He has developed a good neck on the job,which he is doing since 2006.

• Vijayakannan R., M.Pharm, PhD. 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. His M.Pharm and Doctorate is in Medicinal & Pharmaceutical Chemistry He has several national and international publications to his credit.

• Ripple Mehta, B. Pharmacy, MBA, has worked with Dr. Reddy’s and Astra Zeneca in Brand Management & Marketing prior to joining MP Advisors in 2007. She has good understanding of competitive landscape of most of the therapy and very good insight of behavior of physicians and dispensing pharmacist.

Mp Advisors June12

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