Suven Life Sciences Limited · NSE:SUVEN
Suven Life Sciences — Investor Presentation (February 2018)
30 slides from Suven Life Sciences's investor presentation, February 2018
Slide 1: Suven Life Sciences Limited
Suven Life Sciences Limited February 2018
Slide 2: Safe Harbor Statement
Safe Harbor Statement Except for historical information, all of the statements, expectations and assumptions, including expectations and assumptions, contained in this presentation may be forward-looking statements that involve a number of risks and uncertainties. Although Suven attempts to be accur
Slide 3: Table of Contents
Table of Contents 1 Company Overview 2 Our Business Strategy 3 Our Financial Approach 3 Copyright © 2017 Suven Life Sciences Limited In search of new CNS therapies for better living
Slide 4: Business Model
Business Model Lead Formulation Pre-Clinical & NCE based Clinical Supplies Chem lib/ identification / Lead Process Development & Clinical intermediates Manufacturing comb chem characterization Optimization Research Analytical development /APIs & Packaging hits Services Contract Research And Drug Dis
Slide 5: Vision and Mission
Vision and Mission Providing world-class R&D solutions for Global Life Science companies with efficiency in cost, quality and speed Become a leading company focused on treatments for unmet medical needs in Mental Health Health for patients and value for partners 5 Copyright © 2017 Suven Life S
Slide 6: Our Evolution
Our Evolution Diverse and entrenched business Pioneer in CRAMS relationships Well integrated CRAMS and Discovery Proven ability and expertise services 1992 2003 2006 Complex In-house Initiation of CNS chemicals Drug programs with SUVN- Discovery 502 as lead molecule 1995 2015 1989 2005 SUVN-
Slide 7: Company Overview
Company Overview Profitable and dividend paying since listing in 1995 on the NSE and BSE Established Contract Research And Manufacturing Services (CRAMS) - Leader and innovator for NCE based intermediates FY17 Revenue INR 566 Cr 111+3 Number of active CRAMS projects World class infrastructur
Slide 8: Suven Facilities
Suven Facilities 300 CM reactors (93) 500L to 10 KL GL/SS GMP Intermediates Pashamylaram, Telangana, Vizag, Andhra Pradesh, Banjara Hills, Hyderabad, Suryapet, Telangana, India India India India SUVEN Intermediate Mfg. SUVEN API & Formulation Corporate Office Facility Facility 120 kL reactio
Slide 9: Business Drivers
Business Drivers Promising NCE Pipeline Industry relationships Execution Capabilities Strong Research Orientation Focus on driving quality research projects for clients 9 Copyright © 2017 Suven Life Sciences Limited In search of new CNS therapies for better living
Slide 10: Business Drivers
Business Drivers An integrated research Promising NCE Pipeline service provider with unmatched capabilities Well qualified research team Industry relationships of 400+ scientists of which 35 are PhD holders Undertaken 800+ CRAMS Execution Capabilities projects since inception Pioneer in CRAM
Slide 11: Business Drivers
Business Drivers Promising NCE Pipeline Present across the entire CRAMS value chain – intermediates & APIs Industry relationships Leveraging on research capabilities to delivering NCE research Execution Capabilities State of the art facilities located across Strong Research Orientation 11 Copy
Slide 12: Business Drivers
Business Drivers Repeat business owing to long standing relationships Promising NCE Pipeline with global companies Long term commercial supply opportunity with the launch Industry relationships of product by global sponsors Working with innovator companies in developed Execution Capabilities m
Slide 13: Business Drivers
Business Drivers One of the few players in the world in the CNS segment research Promising NCE Pipeline Built strong intellectual capabilities in CNS segment since 2005. Industry relationships Globally CNS is the second largest and fastest growing segment Execution Capabilities A single succ
Slide 14: Suven Management Team
Suven Management Team Dr. Ramakrishna Nirogi VP Discovery Research Dr. Veera Reddy Arava VP Process Research Dr. Rajendiran Chinnapillay VP Process Research Dr. Padmakumar Kaimal VP Strategic Affairs Mr. Venkat Jasti Mr. Murthy VSN VP Technical Chairman & CEO Management Mr. Mohan Rao Mannam VP Bus
Slide 15: Our Business Strategy: CRAMS
Our Business Strategy CRAMS
Slide 16: Suven CRAMS Revenue Profile
Suven CRAMS Revenue Profile Sales growth with strong customer relationship Multi-year NCE based contract research for chemistry development for global sponsors. Long term commercial supply opportunities Pipeline of CRAMS projects: o Phase 1 - 75 o Phase 2 - 34 o Phase 3 – 2 o Commercial – 3
Slide 17: Suven CRAMS Market Opportunity
Suven CRAMS Market Opportunity Customer focused long standing relationships for various early phase to commercial chemistry development Geographically dispersed in global markets (USA, Europe, Japan, Korea and Israel) Niche products DMFs and ANDAs for regulated markets Growing opportunity fo
Slide 18: CRAMS - Key Risks and Challenges
CRAMS - Key Risks and Challenges Sustaining long term relationships with innovator companies Potential price fluctuation/attrition Likely increase in competition from other Indian/global players Potential for lumpiness in revenues and profits 18 Copyright © 2017 Suven Life Sciences Limited I
Slide 19: Our Business Strategy: Drug Discovery and Development
Our Business Strategy Drug Discovery and Development
Slide 20: Suven's chosen therapeutic area: CNS
Suven’s chosen therapeutic area: CNS Why CNS? Central Nervous System (CNS) market is the Second Largest Therapeutic Category (15%) and it is one of the Fastest Growing segment Highly unmet medical need More than 200 compounds under development Challenges – High attrition during discovery a
Slide 21: Potential First-in-Class medicines in selected therapeutic areas in United States
Potential First-in-Class medicines in selected therapeutic areas in United States CNS holding highest position 90% 84% 81% 80% 79% 80% 72% 71% 69% 70% 60% 57% 50% 40% 30% 20% 10% 0% Neurology Cadiovascular Cancer Psychiatry Immunology Diabetes HIV/AIDS Infections Source: PhRMA 2015 report and articl
Slide 22: In Search of New CNS Therapies
In Search of New CNS Therapies Chosen Therapeutic Targets Alzheimer’s Disease Potential to be a symptomatic treatment • 5-HT6 receptor antagonist • Histamine H3 receptor inverse agonist Potential to be both symptomatic and disease modifying treatment • 5-HT4 receptor partial agonist • M1 recepto
Slide 23: In Search of New CNS Therapies
In Search of New CNS Therapies NCE Assets for Partnering Pre-clinical & Clinical Phase Candidates Indication GLP Tox I II III SUVN-502 5-HT6 antagonist Cognitive Deficits SUVN-G3031 Associated with H3 inverse agonist Alzheimer's Disease SUVN-D4010 5-HT4 agonist SUVN-911 α4β2 antagonist Depression (M
Slide 24: In Search of New CNS Therapies
In Search of New CNS Therapies SUVN-502 is a safe, potent, selective, orally available, brain penetrant and pure 5-HT6 antagonist being developed for the symptomatic treatment of Alzheimer’s disease Current Status: Phase 2A POC study in progress - USA 24 Copyright © 2017 Suven Life Sciences Limited
Slide 25: Phase 2A POC Study of SUVN-502
Phase 2A POC Study of SUVN-502 Recruiting Sites / Investigators / Patients SUVN-502 + Donepezil + Memantine Represents a Promising New Approach for Symptomatic Treatment of Alzheimer’s Disease 25 Copyright © 2017 Suven Life Sciences Limited In search of new CNS therapies for better living
Slide 26: Our Financial Approach
¢ SUVEN Life Sciences Our Financial Approach
Slide 27: Financial Approach
Financial Approach R&D cost expensed out each year Prudent utilization of cash flows Low debt Shareholder value creation focus Consistently dividend paying 27 Copyright © 2017 Suven Life Sciences Limited In search of new CNS therapies for better living
Slide 28: Financial Snapshot – based on Q3 release
Financial Snapshot – based on Q3 release All figures in INR Million except ratios and per share data Q3 FY18 Q2 FY18 Q-o-Q Q3 FY17 Y-o-Y 9M FY18 9M FY17 Y-o-Y ` ` Growth ` Growth ` ` Growth Quarter ended December 31‘ 2017 Million Million % Million % Million Million % Income 1,669.47 1,119.91 49.07%
Slide 29: Key Ratios FY18 – based on Q3 release
Key Ratios FY18 – based on Q3 release PAT to Income 22.52% EBIDTA to Income 36.59% Cash Flow to Income 26.29% Pre - R&D EBITDA to Income 46.35% 29 Copyright © 2017 Suven Life Sciences Limited In search of new CNS therapies for better living
Slide 30: Contact
Contact Suven Life Sciences Ltd. Serene Chambers, Road No. 5, Ave 5 Banjara Hills, Hyderabad 500034, India Tel: +91 40 2354 1142/3314 www.suven.com Suven Neurosciences, Inc. 1100 Cornwall Road, Suite 110 Monmouth Junction, New Jersey 08852, USA Tel: +1 732 274 0037 www.suvenincusa.com Sunder Venkatr
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