Orchid Pharma Limited · NSE:ORCHPHARMA

Orchid Pharma — Non-Deal Roadshow (December 2022)

35 slides from Orchid Pharma's roadshow presentation, Dec 15, 2022

  1. Slide 1: The Road Ahead

    The Road Ahead

  2. Slide 2: Safe Harbor

    SAFE HARBOR December 2022 This presentation and the accompanying slides (the “Presentation”), which have been prepared by Orchid Pharma Ltd (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for a

  3. Slide 3: Company overview

    December 2022 1 2 Company PLAYER IN CEPHALOSPORIN ANTIBIOTICS R&D Focused, Inventor of Enmetazobactam (Ph.-3 Trials done in US ABOUT DHANUKA GROUP* ~ 2500* Crore diversified group. Interests in Crop Care and Pharma Dhanuka Laboratories is the Pharma arm. & EU) >20 years experience overview Acquired

  4. Slide 4: Background and Pedigree

    December 2022 Background Dhanuka Laboratories Ltd. and Pedigree → Pharmaceutical arm started in 1998 Dhanuka Agritech Ltd. → JV with Otsuka – Japan → Flagship of the Group founded in 1985. → 2 API Manufacturing Facilities → Listed on BSE for > 35 years. → Gurgaon – Cephalosporin APIs → Manufactures

  5. Slide 5: Key Rationale for Acquiring Orchid Pharma

    December 2022 Key Rationale Orchid Cephalosporin Antibiotics player Dhanuka Group Emerging Market player, with a for Acquiring focused on regulated markets focused R&D for new products Strengths Weaknesses Strengths Weaknesses Orchid Pharma Regulatory Approvals – US / EU / Japan / Brazil High Cost S

  6. Slide 6: Current Corporate Structure

    December 2022 Dhanuka Group* Current 30% 70% 100% Corporate Public Dhanuka Agritech Ltd. Dhanuka Laboratories Ltd. (Unlisted) Structure 89.96% 10.04% Orchid Pharma Public Ltd. & Others 100% 26% * Dhanuka Agritech, Dhanuka Laboratories, Orchid Pharma Orchid Orbion BioPharma Ltd. Pharmaceuticals Ltd.

  7. Slide 7: Why Orchid

    December 2022 Why Orchid 15 December 2022

  8. Slide 8: Focused R&D capabilities

    December 2022 Focused R&D capabilities Orchid’s expertise All these combined, give us the Orchid pharma encompass the entire strength and ability to file First to File spectrum of Para 4 applications for US and other has been Pharmaceutical R&D regulatory markets. focused on R&D, 1. Synthesis R&D No

  9. Slide 9: Widest range of Cephalosporins

    December 2022 Widest range of Cephalosporins Ready to launch Under development Generation Generation Generation Generation Generation 1 2 3 4 5 → Cefadroxil → Cefprozil → Cefdinir Oral → Cefalexin → Cefuroxime → Cefditoren → Cefradine → Cefixime → Cefpodoxime → Ceftibuten Sterile → Cefalonium → Cefo

  10. Slide 10: Integrated Cephalosporin API company

    December 2022 Integrated Cephalosporin API company ❑Orchid has credentials in research, development, manufacturing and marketing ❑Vertically Integrated from Intermediates to API ❑Approved in US, EU, Brazil, Japan ❑Presence across the antibiotic domain spread across oral and sterile categories of mor

  11. Slide 11: Global Presence with a Wide Customer Base

    December 2022 Global Presence with a Wide Customer Base Revenue Breakup by Geography (FY-22) 3% 7% 13% 2% 29% 46% Africa Asia Europe North America South America India 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 15

  12. Slide 12: Experienced Board & Management Team

    December 2022 Mr. Ram Gopal Mr. Manish Dhanuka Mr. Arun Dhanuka Mr. Mridul Dhanuka Experienced Agarwal Chairman and Non- Managing Director Non-Executive Director Whole-Time Director Board & Executive Director Management Team Dr. Dharam Vir Mr. Mudit Tandon Ms. Tanu Singla CA Manoj Goyal Independent

  13. Slide 13: Competitive Advantage

    December 2022 Competitive Advantage Complexity → Chemistry of Cephalosporins → Sterile Manufacturing Orchid Legacy High Entry Barrier → Cross Contamination Barrier → Capital Costs Cost Leadership Dhanuka Created → Cost of Operations 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved

  14. Slide 14: Progress So far

    December 2022 Progress So far 15 December 2022

  15. Slide 15: Progress of Turnaround

    December 2022 Before takeover Progress of Turnaround After takeover REVENUE EBITDA Amt in Cr Amt in Cr 557 66 64 481 451 39 296 34 217 17 FY20 FY21 FY22 HY21 HY22 FY20 FY21 FY22 HY21 HY22 *FY20 ,FY21 and FY22 numbers are Audited. HY21 and HY22 numbers are from Limited Review 19

  16. Slide 16: Future Strategy

    December 2022 Future Strategy 15 December 2022

  17. Slide 17: Growth Drivers

    December 2022 Growth Drivers 01 Scale 02 7 ACA and Value Added Products 03 New Products New Chemical Entity – 04 Enmetazobactam 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 22

  18. Slide 18: Scale Growth Driver

    December 2022 Scale Growth Driver 15 December 2022 23

  19. Slide 19: 7ACA and Value-added Products

    December 2022 7ACA and Value-added Products Growth Driver 15 December 2022 25

  20. Slide 20: Pharmaceutical Business

    December 2022 Pharmaceutical KSM Business API FDF China Government PLI Scheme 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 26

  21. Slide 21: 7ACA 7 Amino Cephalosporanic Acid

    December 2022 7ACA 7 Amino Cephalosporanic Acid 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 27

  22. Slide 22: Importance of 7ACA

    December 2022 Importance of 7ACA Key Starting Materials 7ACA Penicillin G → 7ACA is not just another pharma intermediate → Most Cephalosporin Antibiotics are manufactured from 2 Key Starting Materials China which are produced through fermentation 15 December 2022 © Copyright OrchidPharma Ltd. All Ri

  23. Slide 23: Uses of 7ACA

    December 2022 Uses of 7ACA 7ACA → A lot of the Key Downstream Key Downstream Cephalosporins Products STERILE Products ORAL have 7ACA as the Cefuroxime KSM Ceftriaxone Axetil Cefpodoxime Cefepime Proxetil Others 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 29

  24. Slide 24: PLI – A Step towards Backward Integration

    December 2022 PLI – A Step towards → Orchid has received 1000MTPA approval from Government of India in its WoS – Orchid BioPharma Ltd. (OBPL) Planned Location – Jammu → Benefits under New Central Sector Scheme for Industrial Development of Union Territory of Jammu & Kashmir Current Status → Pilot Pl

  25. Slide 25: 7ACA Value Added Products

    December 2022 7ACA Value Added Products will be sold in the ~70-80% ~25-30% open market will be used by Orchid-in-house → ~50% shall be used to make ~1000MT of value added products → ~25% is Orchid’s current self Imports 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 32

  26. Slide 26: New Products

    December 2022 New PRODUCTS Growth Driver 15 December 2022 33

  27. Slide 27: Ceftaroline

    December 2022 Ceftaroline Orchid Target Dates US Market → DMF Filing ~ Q2 2023 → ANDA Filing ~ Q1 2024 Other Markets → Product Available in ~ Q1 2023 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 34

  28. Slide 28: Ceftazidime/ Avibactam

    December 2022 Ceftazidime/ Avibactam Orchid Target Dates US Market → ANDA Filing ~ Q2 2024 Emerging Markets → Product Available in ~ Q1 2023 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 35

  29. Slide 29: Future Products Pipeline

    December 2022 Future Products Pipeline Ceftolozane - Tazobactam Cefiderocol 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 36

  30. Slide 30: NCE Enmetazobactam

    December 2022 NCE Enmetazobactam Growth Driver 15 December 2022 37

  31. Slide 31: World Market

    December 2022 World Market → Orchid entitled to 6-8% Royalty on Global Sales (Except India) from Allecra → Orchid has rights to develop and commercialize the molecule in India 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved 40

  32. Slide 32: Enmetazobactam - Domestic

    December 2022 Enmetazobactam - Domestic Orchid Target Dates → Filing of Application ~ Q1 2023 → Clinical Trial Complete ~ Q1 2024 → Approval of Drug and Launch ~ Q2 2024 41 15 December 2022 © Copyright OrchidPharma Ltd. All Rights Reserved

  33. Slide 33: Building Competitive Advantage

    December 2022 Building Competitive Complexity → Chemistry of Cephalosporins Advantage → Sterile Manufacturing High Entry Barrier → Cross Contamination Barrier → Capital Costs Backward Integrated Cost Leadership → Cost of Operations → Scale → Low Dependence on China 15 December 2022 © Copyright Orchi

  34. Slide 34: Thank You!

    OrchidPharma¥ — > Sih

  35. Slide 35: Full Form of Abbreviations

    December 2022 ORCHID PHARMA LIMITED FULL FORM OF ABBREVIATIONS 1. USFDA United State Food and Drug Administration 2. EU European Union 3. ANVISA Agencia Nacional de Vigilancia Sanitaria 4. PMDA Pharmaceuticals and Medical Devices Agency 15 December 2022 44

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