2010 bio business forum partnering results - final

8/6/2019 2010 BIO Business Forum Partnering Results - Final

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resen a on o uper ess on

May 2010

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Over 17,000 one‐on‐one partnering

meetings held in the 2010 BIO Business

Forum

Can

these

data

be

used

to

assess

forward

Assumptions Number of unlicensed biotech programs = Supply

Interest for 1x1 meetings by pharma = Demand

2



Partnering Meeting Growth

17,143

CAGR

3



One‐on‐One Partnering Meetings

cago

2010*

t anta

2009

cago

2006

Companies 2,125

(up 20% y‐o‐y)

1,770 1,476

Scheduled 17,143

u 21 ‐o‐

14,202 11,018

Requested 107,324 80,861

‐ ‐

*Final as of Friday, May 7th, 2010 4



Business Forum Companies

, BIG

BIOTECH

9% (110)

9%5%

t erInvestors &

Prof Services

PC41%PII

PIII

9%

5%Diagnostics, Delivery,

29%

10%

CRO

CMO

R&D

PI

17%

28%DRUG BIOTECH

61%

17%Academic

(675)& Non‐Profit

n=1080

n=675

n=2100 5



Therapeutic Category of Phase II/III

30%

35%

2010 Business Forum

*

20%

25%Campbell Alliance Estimate

5%

10%

15%

**

0%

* 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 May1-5 th , and may explain why GI is underrepresented at BIO 2010

6



Biotech Unlicensed Asset

p l y ”

250

HIGH SUPPLY

LOWER INTERESTHIGH SUPPLY

HIGH INTEREST e s “ S u

200

m p a n i

150

LOW SUPPLY

LOWER INTEREST

LOW SUPPLY

HIGH INTEREST r o f C

50

u m b

0

Pharma Meetings Per Company “Demand”

3 4 5 6 7 8

“Pharma” defined as any in-licensor, thus includes large biotechs and some specialty pharmas (110 of the 2100 companies)7



Ph rm Int r t Ph *250 p

l y ”

PC200 s “ S u

PII150

p a n i

PI

50 f C o

M0

m b e r

3 4 5 6 7 8

Pharma Meetings Per Company “Demand” N u

* For the 11 disease areas in the previous slide (excludes the “other” category, which would include rare genetic disorders, etc)8



Pharma Interest by

Therapeutic

Area

100

p p l y ” (Phase 1‐3 assets only)

Oncology80

e s “ S

u

m

p a n i

CVImunology

Metabolic20 r

o f C

Vaccines GIDermRespiratory

0 N u m b

3 4 5 6 7 8 9

Pharma Meetings Per Company “Demand” 9



Pharma Interest by

Phase 1‐3 & Thera eutic Area

THERAPEUTIC AREAS (11) PHASE

# COMPANIES

PHARMA MEETINGS PER COMPANY

GI PII 4 9.5

Oncology PII 46 8.9

CV PI 9 8.8

CV PII 7 8.7

CNS PII 30 8.5

Oncology PI 28 8.2

Oncology PIII 13 8.0

Immunology PII 15 7.7

CNS PIII 9 7.6

CV PIII 8 6.4

6 of the top 10 are Phase I or II**Table excludes pre-clinical

10



Take Home Messages

One‐on‐one partnering meetings can e use to

assess forward looking dealmaker intentions

Phase II assets are in high demand

Oncology & CNS have high supply & high

interest

CV Res irator & Immunolo have hi h

interest and lower supply

11



Campbell Alliance 2010 Dealmakers’

Intentions Panel Discussion

Chair: Ben Bonifant, Vice President and Head, Business Development Practice, Campbell Alliance

Chair: John Craighead, Ph.D., Managing Director, Investor Relations &

Business Development, Biotechnology Industry Organization

BJ Bormann Ph.D. Senior Vice President & Global Head Business

Development, Boehringer Ingelheim

Shaun Grady, Vice President, Strategic Partnering & Business

eve opmen ,

s ra enecaPaul J. Hastings, President and Chief Executive Officer, OncoMed

Pharmaceuticals

James Sabry, M.D., Ph.D., Vice President, Genentech Partnering,

Genentech 12



Alan F. Eisenberg Amy Finan

t a es a age…

,

Companies & Business Development

,

Development & Marketing

John Craighead, PhD

Managing Director, Investor Relations

John Sloan

Managing Director, External

Jason Rupp

Managing Director,

& Business Development Relations & Development Membership

Cartier Esham, PhD

Director, Emerging Companies

Health & Re ulator Affairs

Susanna Ling

Director, Sponsorship,

Cor orate Dev & Marketin

Shelly Mui‐Lipnik

Director, Capital Formation &

Financial Services Polic

David Thomas

Director, Industry

Research & Anal sis

Wesley Triplett

Director, BD Marketing

Jen Welch, CMP

Director, Meetings &

Operations

Fred Zeldow

Director, Business Development &

Strategic Alliances

Bernadette Blake

Manager, Registration

& Customer Service

Joe Colangelo

Manager, Business

Development

Celia Economides, MPH

Manager, IR & Corporate

Strategy

Tamy Dalal

Manager, BD &

Strategic Alliances

Elizabeth Gaskins

Manager, Membership

Rena’e Grant

Manager,

Partnering Programs

Tom Heebink

Manager, BD &

Strategic Alliances

Amy Nguyen

Manager, IR & BD

Event Programs

Beth Rosenkoetter

Manager,

Sponsorship

Tooshar Swain

Manager, Policy

& Research 13



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