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Corporate Presentation March 2011

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Page 1: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Corporate Presentation

March 2011

Page 2: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

All Eyes on Asia Pacific

WSJ, 12/14/10: “Drug Research Gets new Asian Focus”

NYT, 12/2/10: “Asia Captured Lion’s Share of Big Stock Offerings in 2010”

Reuters, 11/8/10: “China seen No. 2 drugs market by 2015”

WSJ, 12/10/10: “Pfizer’s New CEO Challenged Overseas”

Page 3: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

We Are Established

“Asia’s Commercial Partner”

“Ipsen, Invida Partner for

Southeast Asia Distribution”

“Invida Goes Deeper in Skincare, Teams with Sinclair to Expand in Asia

Pacific”

“Invida Positions Itself as a

Conduit for Asian Success”

Page 4: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

• Formed in 2005; privately-held – Quintiles, Temasek & Zuellig

Group

• HQ in Singapore • 3,500+ employees in 13

markets in Asia Pacific (ex-Japan)

• $92B market* • Double-digit growth projected

through 2015

• ~$200M in Revenue • Cash flow positive since

inception • 5 year CAGR : 25%

Company Overview

*Source: IMS

Page 5: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Transformation to Specialty Pharmaceutical Company

Build Proprietary

Brands in

Key Therapeutic Areas

Forge High-Value

Long Term Partnerships

Expansion in Key

Growth Markets

Page 6: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

2005-2008 Valeant Alliance as Key Inflection Point

2005 Invida

Founded

2005

2008

2007

2007

2008

Page 7: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

2009-2011 Building Momentum

July 2010

CMO January 2010

2009 CEO John Graham

April 2010

December

2010

March 2010 Brand

Unification

May 2010 CFO, CAO

July 2010

2011

February 2011

Page 8: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Proven Business Model

Commercialization Solutions

Partnered Products

Commercialization Regulatory Manufacturing Development Research

Proprietary Products

Page 9: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Core Competencies

Regulatory Affairs Medical Affairs

Commercialization

Proven Capabilities Across the Value Chain

Page 10: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Invida’s Asia Pacific Footprint

CHINA Sales: 350

AUSTRALIA & NZ Sales: 230

HONG KONG Sales: 21

INDIA Sales: 1,000

INDONESIA Sales: 206

MALAYSIA Sales: 128

PHILIPPINES Sales: 1,000

SINGAPORE Executive Team Regional Regulatory, Medical and Marketing Singapore Sales: 10

SOUTH KOREA Sales: 45

TAIWAN Sales: 26

VIETNAM Sales: 115

THAILAND Sales: 299

Invida Infrastructure Investments

Page 11: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Proprietary Products

Primary Care Dermatology Consumer Health Oncology

Page 12: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Partnership Model

Primary Care

Dermatology

Consumer Health

Oncology

Page 13: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Dermatix® Case Study

Page 14: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Highlight: Dermatology

• Asia Pacific represents 7-8% of the world’s pharmaceutical market, but 23% of the world’s Dermatology market

• China and Korea are on track to outpace the U.S.

*Source: Euromonitor

*

Page 15: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

2010 Asia Skin Care Market

VN 3%

SG 1%

MY 2%

PH 5%

ID 9%

HK 2%

IN 25%

AU 20%

TH 7%

TW 1%

KR 14%

CN 11%

VN 0.6%

SG 2%

MY 3%

PH 2%

ID 3%

HK 8%

IN 7%

AU 10%

TH 6%

TW 12%

KR 17%

CN 29%

Source: IMS Health MAT 2Q06-2Q10 & EuroMonitor excluding sales in Department Stores, Convenience Stores, Direct Selling, and Internet Selling

Consumer ~US$3.6B (+8%)

Ethical ~US$1.6B (+11%)

Both consumer and ethical channels are growing China, Korea, & Taiwan are largest consumer markets

India, Australia, Korea, & China are largest ethical markets

Page 16: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Deep Dermatology Coverage

Close to 400 FTEs cover more than 12,500 Dermatologists across the region

Australia 100

China 2,818

Hong Kong

77

India 4,500

Indonesia 616

South Korea 1,841

Thailand 420

Malaysia 77

Singapore 60

Philippines 1,282

Vietnam 331

Taiwan 640

Page 17: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Proof of Concept Across the Value Chain with the Success of Dermatix®

• Rapid Dermatix® registrations across all key Asia Pacific markets, including China

• Optimal product labeling

• Phase IV trial to generate unique Asian evidence

• Partnerships with top global and local key opinion leaders

• Publication planning

• Market leader approach- investment and organizational commitment to launch across 10 markets

• Robust market research to gain actionable insights

• Extensive physician education; Asian Scar Forum

• Ongoing development of Asian scar treatment guidelines

• Unique approach of simultaneously leveraging ethical base for OTC expansion

Triple digit growth since acquisition

Regulatory Medical Commercialization

Page 18: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

Seasoned International Management Team

John A. Graham, Chief Executive Officer

Louis Payet, PhD Vice President, Business

Development and Alliance Operations

Christopher Tay, Chief Administrative

Officer

Sumeet Sud, Chief Marketing

Officer

Anne Bell, Chief Financial Officer

George Eassey, PhD EVP, Commercial Operations; GM, Australia & New Zealand

Brian Forrester, Vice President,

Consumer Health

Brett Hayes, GM, Thailand

Girdhar Balwani, GM, India

Ninia Torres, GM, Philippines

Reinhard Ehrenberger, GM, Indonesia,

Malaysia, & Singapore

Herman Schwietert,

GM, Greater China

Page 19: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

2010/2011

Milestone Q4 2010 Q1 2011 Q2 2011 Q3 2011

Announce Alliance with

Sinclair Announce Alliance with Orexo

Announce Additional

Dermatology Alliance

Product Acquisition in India

Global Technology Alliance

Announced

Launch Sinclair Products

Throughout Asia Pacific

Expansion of Sinclair Alliance

Key Milestones/Inflection Points

Page 20: Corporate Presentation March 2011az26747.vo.msecnd.net/invida/downloads/2011-03-28 Invida... · 2011. 3. 28. · • Formed in 2005; privately-held –Quintiles, Temasek & Zuellig

For Further Information, Please Contact:

John A. Graham, CEO Invida Group Pte Ltd T: +65 6513 8601 M: +65 9712 2097

[email protected]