Collegium Pharmaceutical, Inc. · NASDAQ:COLL
Collegium Pharmaceutical — Merger or Acquisition (December 2017)
14 slides from Collegium Pharmaceutical's merger presentation, Dec 4, 2017
Slide 1: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. We may, in some cases, use terms such as "predicts," "believes," "potential," "proposed," "continue," "estimates," "anticipates," "expects," "p
Slide 2: Focused on Pain Market
Focused on Pain Market: Significant Market Size and Unmet Need Established Commercial Infrastructure 100% Dedicated to Pain Management Multiple pipeline candidates utilizing DETERx platform First Product Launch 2016 Proprietary DETERx® Technology Emerging Leader In Responsible Pain Management
Slide 3: Xtampza ER Generating Momentum
Xtampza ER Generating Momentum Brand Previous 3 Months Current 3 Months2 Change Branded ER 1,331,735 1,225,511 (8.0%) Xtampza ER 20,933 31,571 50.8% OxyContin 804,827 772,277 (4.0%) OPANA ER 100,460 43,426 (56.8%) Belbuca 22,600 26,097 15.5% Nucynta ER 87,439 88,757 1.5% 1Source: IQVIA Weekly NPA (T
Slide 4: Nucynta Franchise: A Compelling Strategic Fit
Nucynta Franchise A Compelling Strategic Fit Mission: Acute Chronic Delivering Solutions for Pain Patients Through Continuum of Care Neuropathic/DPN ER Oxycodone of Choice To Become a Leader in Responsible Pain Management Through the Commercialization of Meaningfully Differentiated Products
Slide 5: Nucynta Franchise Overview
Nucynta Franchise Overview Approved for Acute Pain Launch: June 2009 (Jun 2015 DEPO) Q3 2017 Actuals: Net Sales: $33.1M TRx: 117,642 Approved for Chronic and Neuropathic Pain Launch: Sept 2011 (Jun 2015 DEPO) Q3 2017 Actuals: Net Sales: $25.6M TRx: 87,672 Immediate-Release Extended-Release Orange Bo
Slide 6: Commercially Synergistic
Commercially Synergistic High Overlap with Collegium’s Targets Nucynta IR: 60% Nucynta ER: 74% Outperforming IR Opioid Market TRxs Driven by Pain Specialists Low Unaided Awareness with Pain Specialists (42%) Differentiated Molecule with Unique dual Mechanism of Action Distinct Positioning in Mixed c
Slide 7: Broadens Collegium's Pain Portfolio
Broadens Collegium’s Pain Portfolio Launched: Jun 2016 Sales Time Intro Growth Maturity Decline Launched: Jun 2009 Launched: Sep 2011
Slide 8: Nucynta Commercialization Agreement
Nucynta Commercialization Agreement Licensed U.S. rights to commercialize Nucynta franchise Depomed retains ownership of NDAs and product supply Collegium records revenue and assumes responsibility for commercialization and distribution $10M upfront payment Tiered royalties on Nucynta revenue Years
Slide 9: Accretive Day with Incentive to Grow
Accretive Day 1 with Incentive to Grow 1. Cost of product revenue – estimated at 25% 2. Royalties to DEPO – per deal terms at various Net Sales levels 3. Additional SG&A Expenses – example for illustrative purposes only Illustrative Examples Deal Baseline Potential Scenarios Nucynta revenues, net $2
Slide 10: Clear Industrial Logic
Clear Industrial Logic Depomed Collegium Financially Compelling Immediately Accretive Accelerates Time to Profitability N/A Improves Cash Flow Strategic Synergies Collegium = Leader in Pain Management Depomed = Focus on Neurology/Orphan Allows Significant Cost Synergies Patient-Focused Combined Port
Slide 11: 2018 Focus and Priorities
2018 Focus and Priorities Transition and Stabilize Derive Learnings Evolve Jan Jun Dec 2019+ Accelerate Xtampza ER
Slide 12: Summary
Summary Compelling Strategic Fit – Aligned to Collegium’s Mission and Growth Strategy Broadens Pain Management Portfolio of Meaningfully Differentiated Products Financially Compelling Commercially Synergistic
Slide 13: Summary
Summary * Compelling Strategic Fit - Aligned to Collegium’s Mission and Growth Strategy * Broadens Pain Management Portfolio of Meaningfully Differentiated Products * Financially Compelling * Commercially Synergistic Cp COLLEGIUM
Slide 14: Questions and Answers
Questions and Answers : © COLLEGIUM 14 Pharmaceutical Ingenuity in Medicine
Collegium Pharmaceutical — Merger or Acquisition (December 2017) on 6ix