Transcript Biopharm Insight

BioPharm Insight
Presentation to the SLA
PH&T Division
Spring Meeting
April 6 – 8, 2008
1
Pharmawire – The Future of CI
Pharmawire is the missing piece to your Competitive Intelligence Puzzle
Information Needed for Competitive Intelligence
Captured by Traditional Information Providers
Information Gaps filled by
Pharmawire / BioPharm Insight
 Pharmawire Overview
 Forward looking intelligence
 Daily updates
 Pipelines, Licensing, M&A, Litigation related
situations
 Pharmawire for Investor Relations /
Corporate Communications
 Almost all bio/pharma institutional investors
(hedge funds, mutual funds, etc..) use PW to
make investment decisions
 Need to know intel on you and your
competitors
 Pharmawire for BD&L
1990
2000
Most Database
Providers
Focused on
History
2010
2020
BioPharm Insight
also provides
Forward-Looking
Intelligence
 Projected licensing deals
 Uncovering compounds that are available for
sale
 Pharmawire for Corp Dev / Finance
 Projected M&A (pre-announcement)
 Coverage post-announcement, pre-closing (is
the deal going to close)
2
Pharmawire – How does it work
Global Network of Journalists / Proprietary Content
 Pharma trained journalists covering special situations
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Private information /
analysis (not public
domain, can’t find this
stuff on Google or
Factiva)
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Journalists speak directly
with experts on the
situation (CEOs,
Lawyers, Bankers) + Key
Opinion Leaders
(Doctors)

Forward-looking
intelligence / opinions
formed by talking with
experts
Pipelines / Clinical Trials
Licensing Deals
M&A Activity
Litigation (patents, generics)
 Local presence in New York, London and Japan
 Daily updates from the journalists - - makes this much
different than your typical primary research report
Leveraging BioPharm Insight Data
 Journalists are utilizing all of the BioPharm Insight
company profiles, drug profiles, clinical trial data,
licensing data and forecasts
 Focused on critical situations for individual companies
BioPharm Insight Data + Pharmawire Proprietary Content
= Unique product offering to market
3
Background to the BioPharm Suite
BioPharm Insight provides a fully integrated information suite covering the
data, search, and intelligence needs of the Pharmaceutical, Biotech, and Device
community.
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# of Clients
History
Founded in 2000, BioPharm Insight is part of the
Financial Times group, a global leader in
providing financial and business information.
We started the company to use technology and
innovation to change the way niche industry
data and information were gathered and used by
pharmaceutical, biotech and device community
Information in Our Suite
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2000:
2002:
2004:
2006:
2007:
Pipeline database
Licensing database
Forecast database
Device database
Pharmawire
600
500
400
300
200
100
0
2005
2006
2007
2008
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Drug Pipelines and Clinical Trials
 Pharmawire Impact
 Determine which programs are most
“Material” to each company
 Initiate coverage of forward looking
clinical or launch events
 Answer questions such as:
 “Will doctors be likely to prescribe
this new drug over current standard
of care”
 “Will there be regulatory delays based
on drug’s clinical profile”
 “What are the safety vs. efficacy
tradeoffs, how will the market
(physicians) and regulators
(FDA/EMEA) see these tradeoffs”
 Data priorities
 Coverage of any drug program being
developed worldwide (over 28,000
programs, over 3,000 firms)
 Detailed drug profiles
 Entire clinical history, including
scientific lit
 Chemical structures
 Coded in 100s of ways as dictated by
the market (e.g. large molecule
coding, specialty pharma, etc…)
 Sources
 1000s of individual sources
 Daily updates from all
 Examples: Scientific Lit, Conferences,
Regulatory Agencies, Corporate
Websites, Press Releases, News
Articles, Financial Filings, etc…
 Pharmawire (primary research)
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Drug Sales Forecasts
• Pharmawire Impact
• Compare our intelligence and sources
to the leading investment banks
• Provide context to consensus view on
product launch dates and sales
projections
• PW services is the number one source
of pharma intelligence used by
investment banks, proprietary trading
desks, and institutional investors
(Hedge Funds, Mutual Funds,
Pensions)
• Investor Relations and Corporate
Communications need to know what
the investment community is basing
their decisions on
• Data priorities
 Daily consensus forecasts on every
significant PII+ drug program
 Sales projections cover both approved
products AND investigational
 Over 100 banks contribute to our
projections
 Daily upgrades and downgrades on
individual drug programs
 Relate upgrades and downgrades to
clinical, regulatory, and Pharmawire
events
• Sources
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Company reports
100+ banks
Daily updates
Drug profiles include ALL of the
clinical, scientific, licensing, and
Pharmawire intelligence
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Drug Licensing Database
• Pharmawire Impact
• Forward looking insight into potential
licensing deals
• Analyze each drug to determine “does
a small company have the cash and
knowledge to develop and launch on
their own”
• When the answer is No - - we start
talking to the CEOs, Bankers, Lawyers
to obtain a view on whether the drug
will be available
• Fantastic early advantage to
companies looking to in-license
promising drugs
• Data priorities
• Profile and abstract every significant
new licensing deal on a daily basis
• Breakdown of deal terms, including
Total Deal Size, Upfront, Milestone
Potential, Royalties
• Daily updates on these deals,
including milestones reached and
payments made
• Benchmarking of like-size, likestructure (e.g. same TA or Indication)
deals for BD&L or Corp. Dev.
• Sources
• Company Reports (SEC, Annual /
Semi-Annual / Quarterly reports)
• Press Releases / 8Ks
• Company interviews (Pharmawire)
7
Device Pipeline, Licensing, and M&A
• Pharmawire Impact
• Provide market leading coverage of
the Device M&A market through our
network of CEO, Bank and Legal
contacts
• Help identify potentially interesting
mid-market targets based upon
primary research and analysis of
product line portfolio through our
Device database
• Data priorities
• Robust Device Pipeline database, with
daily clinical trial updates
• Full searching on all 510k/PMA filings
• Partnership and M&A profiles
• Full company profiles on over 21,000
medical device firms
• Full device profiles on over 100,000
devices
• Sources
• Company Reports (SEC, Annual /
Semi-Annual / Quarterly reports)
• 510k / PMA filings
• Scientific Lit, Conferences
• Press Releases, Industry Journals
• Company interviews (Pharmawire)
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Summary
Pharmawire
Intelligence
BioPharm Insight
Database
Generate
3rd Party
Data
Sales
Drug Pipelines
The combination of best in class
information with best in class forwardlooking intelligence makes BioPharm
Insight a must-have for any information
professional in the Biotech,
Pharmaceutical, or Device community
Clinical Trials
Product Forecasts
Launch
Complimentary
Licensing
Deals
Products
M&A
Litigation / Generics
Device Pipelines
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