Suven Life Sciences Limited · NSE:SUVEN

Suven Life Sciences — Investor Presentation (May 2016)

37 slides from Suven Life Sciences's investor presentation, May 2016

  1. Slide 1: Corporate Presentation

    ‘Suven Life Sciences Limited Corporate Presentation

  2. 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

  3. Slide 3: Table of Contents

    Table of Contents 1 Company Overview 2 Our Business Strategy 3 Our Financial Approach In search of new CNS therapies for better living 3

  4. Slide 4: Company Overview

    © | Company Overview

  5. Slide 5: Business Model

    Business Model Lead NCE based Formulation Clinical Supplies Chem lib/ comb identification / Lead Process Development & Pre - Clinical intermediates/ Manufacturing & chem hits characterization Optimisation Research Analytical APIs Packaging Services Contract Discovery Research And Research Manufactur

  6. Slide 6: Mission

    Mission  Providing world-class R&D solutions for Global Life Science companies with quality, speed and in a cost effective manner  In search of new CNS therapies for better living In search of new CNS therapies for better living 6

  7. Slide 7: Our Evolution

    Our Evolution  Diverse and entrenched business  Pioneer in CRAMS relationships  Well integrated CRAMS and  Proven ability and expertise Discovery services 1992 2003 2006 Complex In-house Initiation of CNS chemicals Drug programs with Discovery SUVN-502 as lead molecule 1989 1995 2005 2015 Generi

  8. Slide 8: 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 FY16 Revenue INR 519 Cr  113+3 Number of active CRAMS projects  World class infrastructur

  9. Slide 9: Suven Discovery

    Suven Discovery  SUVN 502 ongoing Phase 2a (POC) clinical trial in USA; expected data read-out in Q4-2017; Targeted enrollment of 537 patients in USA for Alzheimer’s disease  SUVN-G3031 for Cognition in Alzheimer’s Disease completed Phase 1 Clinical Trial in USA under US-IND and undergoing long te

  10. Slide 10: Our Focus

    Our Focus A full fledged bio-pharmaceutical solutions provider for global pharmaceutical companies 1 Focused on value addition in research and development 2 Investing in R&D over a decade specializing in CNS segment 3 NCE based CRAMS In search of new CNS therapies for better living 10

  11. Slide 11: Business Drivers

    Business Drivers Promising NCE Pipeline Industry relationships Execution Capabilities Strong Research Orientation Focus on driving quality research projects for clients In search of new CNS therapies for better living 11

  12. Slide 12: Business Drivers

    Business Drivers Promising NCE  An integrated research service Pipeline provider with unmatched capabilities  Well qualified research team of Industry 386 scientists of which 30 are PhD relationships holders  Undertaken 750+ CRAMS projects since inception Execution  Pioneer in CRAMS business – C

  13. Slide 13: Key Differentiators

    Key Differentiators Suven Others  Contract research  Contract manufacturing  Innovation led  Process led  Pioneer in CRAMS  Followers & ‘Me-too’ segments  Long term approach  Short term approach  High focus on NCEs  Mostly generics  Full spectrum services  Mostly chemistry services In se

  14. Slide 14: Business Drivers

    Business Drivers Promising NCE Pipeline  Present across the entire CRAMS value chain – intermediates & APIs Industry  Leveraging on research relationships capabilities to delivering NCE research  State of the art facilities located Execution across Capabilities Strong Research Orientation In sear

  15. Slide 15: Multi Location Facilities

    Multi Location Facilities  300 CM reactors (93)  500L to 10 KL GL/SS  GMP Intermediates Pashamylaram, Andhra Suryapet, Andhra Vizag, Andhra Pradesh, India Banjara Pradesh, India Pradesh, India SUVEN API & Hills, Hyderabad, India SUVEN Intermediate Mfg. Formulation Facility Corporate Office Facili

  16. Slide 16: Business Drivers

    Business Drivers Promising NCE  Repeat business owing to long standing relationships with MNC Pipeline companies  Long term commercial supply opportunity with the launch of Industry product by global sponsors relationships  Working with innovator companies in developed markets having stringent re

  17. Slide 17: Our Relationships

    Our Relationships In search of new CNS therapies for better living 17

  18. Slide 18: CRAMS Growth

    CRAMS Growth REVENUE GROWTH - INR/CRORES 529 519 513 259 206 151 147 130 123 113 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 In search of new CNS therapies for better living 18

  19. Slide 19: Business Drivers

    Business Drivers Promising NCE  One of the few players in the world in the high value CNS segment Pipeline research  Built strong intellectual capabilities in CNS segment since 2005. Industry relationships  Globally CNS is the second largest and fastest growing segment  A single successful molec

  20. Slide 20: 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 Mr. Mohan Rao Mannam VP Business Develop

  21. Slide 21: Our Business Strategy

    Our @ 4 f Business : Strategy

  22. Slide 22: The CRAMS Value Chain

    The CRAMS Value Chain Suven’s position  NCEs High margin Segment  Under patent molecule  Pre-generics (PARA IV) Medium margin  Specialized generics, Specialty chemicals Low  Low end margin generics, Older molecules,  Fine chemicals In search of new CNS therapies for better living 22

  23. Slide 23: Suven Revenue Profile

    Suven 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 64 Phase 1, 48 phase 2, 1 phase 3 projects and 3 commercial stage 23 In search of n

  24. Slide 24: Suven Market Opportunity

    Suven Market Opportunity  Customer focused long standing relationships for various early phase to commercial chemistry development  Geographically dispersed in global markets (USA, Europe, Japan, Korea, Israel)  Niche products DMFs and ANDAs for regulated markets  Growing opportunity for contrac

  25. Slide 25: Key Risks and Challenges

    Key Risks and Challenges  Sustaining long term relationships with innovator companies  Potential price fluctuation/attrition  Likely increase in competition from other Indian/global players  Lack of disclosure due to CDAs  Potential for lumpiness in revenues and profits 25 In search of new CNS

  26. Slide 26: Key Takeaways

    Key Takeaways  Growth in CRAMS to fund drug discovery  An integrated solutions provider for CNS in Asia.  In-house drug discovery programs with future out- licensing opportunities In search of new CNS therapies for better living 26

  27. Slide 27: Drug Discovery R&D - CNS

    Drug Discovery R&D - 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 and clinical

  28. Slide 28: 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

  29. Slide 29: Quick overview of Alzheimer's disease

    Quick overview of Alzheimer’s disease  An estimated 5.3 Million Americans of all ages have Alzheimer's disease in 2015 and estimated 5.1 Million are age 65 and older.  Alzheimer’s disease is the 6th leading cause of death in the United States  It is the only cause of death in the top 10 in Americ

  30. Slide 30: Population with Alzheimer's disease

    Population with Alzheimer’s disease Women constitute two-thirds of 5.3 Million Americans with Alzheimer's Americans with Alzheimer’s disease aged disease in 2015 65 and above Age > 65, 5.1 Women, 3.2 Million, 96% Million, 63% Age < 65, 0.2 Million, 4% Men, 1.9 Million, 37% Globally 26 Million people

  31. Slide 31: Suven NCE Assets in CNS

    Suven NCE Assets in CNS 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 Depression α4β2 antagonist (MDD) Potential to address the unme

  32. Slide 32: Potential For SUVN-502 – Similar compounds

    Potential For SUVN-502 – Similar compounds Lu AE58054 (Lundbeck, Otsuka) July 2013 $150 Mn upfront for phase II program. Ongoing phase III RVT-101 (GSK, Axovant) December 2014 Bought post POC compound in Dec 2014 from GSK for $5 Mn + future milestones and sales royalties. Raised $362 Mn in June 2015

  33. Slide 33: Our Financial Approach

    Our @ 4 f Financial : Approach

  34. Slide 34: 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 In search of new CNS therapies for better living 34

  35. Slide 35: Key Ratios FY16

    Key Ratios FY16 PAT to Income 18.30% EBIDTA to Income 27.48% Cash Flow to Income 21.53% Pre - R&D EBITDA to Income 39.62% In search of new CNS therapies for better living 35

  36. Slide 36: Financial Snapshot

    Financial Snapshot All figures in INR Million except ratios and per share data Year ending March 31‘ 2015-16 2015-16 2014-15 Growth % Standalone Consolidated Standalone Income 5,188.73 5,188.73 5,294.36 -2.00% Pre-R&D EBITDA 2,055.55 2,055.06 2,250.02 -8.64% Pre-R&D EBITDA Margin 39.62% 39.61% 42.50

  37. Slide 37: Contact

    Contact Suven Life Sciences Ltd 6/F, Serene Chambers Road No. 5, Avenue 7 Banjara Hills Hyderabad 500034 Tel: +91 40 2354 1142 Fax: +91 40 2354 1152 info@suven.com In search of new CNS therapies for better living 37

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