Cohance Lifesciences Ltd · NSE:COHANCE
Cohance Lifesciences — Suven Pharmaceuticals — Merger or Acquisition (June 2024)
11 slides from Cohance Lifesciences's merger presentation, Jun 13, 2024
Slide 1: Suven Pharmaceuticals Ltd.
Suven Pharmaceuticals Ltd. …Towards a Brighter Tomorrow Investor Presentation – Technology focused acquisition – acquiring majority stake in Sapala Organics
Slide 2: Safe Harbour
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 accurate in making these fo
Slide 3: Transaction Rationale and Business Overview
Transaction Rationale and Business Overview
Slide 4: Sapala – Investment thesis
Sapala – Investment thesis Amongst the few CDMOs globally, supplying complex building blocks for Oligonucleotides Establishes Suven as a deep-domain led integrated player with differentiated tech platforms (ADC, Oligo, amongst others) Nucleic acid needs strong Amongst the few CDMOs in the chemistry
Slide 5: Sapala – Overview
Sapala – Overview Sapala is a Hyderabad based CDMO focused on Oligo drugs and nucleic acid building blocks with ~INR 670mn sales and 45%+ EBITDA in FY241 Background and journey Adjusted Revenue Trend (INR mn) • Hyderabad based CDMO founded in 2005 by Dr P Yella Reddy who has extensive experience in
Slide 6: Oligo building blocks space is complex & growing well
Oligo building blocks space is complex & growing well; Sapala’s expertise in higher growth specialised building blocks a further differentiator Nucleic acid & Oligo building blocks Oligo drugs pipeline posed to grow market to grow at a robust ~20% CAGR. Sapala - one of few CDMOs globally with expert
Slide 7: Multiple avenues of synergies between Sapala and Suven+Cohance platform
Multiple avenues of synergies between Sapala and Suven+Cohance platform ✓ Opportunity to sell nucleic acid chemistry capabilities to Suven+Cohance innovator customers Customer cross selling ✓ Platform to have access to Sapala’s strong Japan legacy; Sapala Promoter to be a Strategic Advisor to Suven
Slide 8: Transaction Structure
Transaction Structure
Slide 9: Transaction Overview
Transaction Overview • Suven to acquire controlling stake initially • Dr P Yella Reddy (existing promoter) continues as CEO and will be associated with the Suven+Cohance platform as Transaction Structure a strategic advisor for the Japan market • Suven to acquire the remaining stake to get to 100% i
Slide 10: Contact Information
Contact Information Cyndrella Carvalho, Head - Investor Relations, Suven Pharmaceutical Ltd Tel: +91 9823615656 Email: cyndrella.carvalho@suvenpharm.com Gavin Desa / Rishab Barar CDR - India Tel: +91 98206 37649/ +91 77770 35061 Email: gavin@cdr-india.com / rishab@cdr-india.com Pg. 10
Slide 11: Thank You
(¢ SUVEN Thank You PHARMA
Suven Pharmaceuticals — Merger or Acquisition (June 2024) on 6ix