Sartorius AG · XETR:SRT
Sartorius — Merger or Acquisition (April 2023)
10 slides from Sartorius's merger presentation, Apr 5, 2023
Slide 1: Conference Call Acquisition of Polyplus
Conference Call Acquisition of Polyplus Joachim Kreuzburg, René Fáber, Rainer Lehmann Sartorius | Sartorius Stedim Biotech | April 5, 2023
Slide 2: Polyplus at a glance
Polyplus at a glance HQ in Strasbourg, France; Portfolio Locations in Belgium, U.S., and China Transfection as well as other DNA/RNA delivery reagents Plasmid DNA in high quality and GMP grade ~270 employees Key applications include production of viral vectors used in cell and gene therapies G
Slide 3: Robust innovations for each stage of the workflow
Robust innovations for each stage of the workflow Plasmids Transfection Other reagents PEI Pro FectoVIR LNP production Plasmid design Applications Plasmid production Virus production In-vivo RNA & DNA delivery Genome editing Integrated plasmid Transfection reagent Transfection reagent Novel reagents
Slide 4: Transfection reagents and plasmids are critical raw materials for the production of viral vectors
Transfection reagents and plasmids are critical raw materials for the production of viral vectors Viral vector upstream process Transfection reagents and plasmids are mission-critical Relevant component Impact on yield 1 2 Optimized plasmid design Plasmid Plasmid design Transfection reagent and qual
Slide 5: Combination of portfolios creates differentiated, fully integrated, and broad workflow solution
Combination of portfolios creates differentiated, fully integrated, and broad workflow solution to address pain points Polyplus` solutions for Sartorius` media, cell transfection and line and downstream plasmids capabilities Sartorius` solutions for process development and manufacturing
Slide 6: Strengthen positioning in a high-growth segment
Strengthen positioning in a high-growth segment ~45% of biopharma R&D pipeline is Viral-based and Advanced Therapies Market dynamics based on new modalities1 markets growing particularly fast CAGRs 2022–20262 Advanced Large and rapidly growing pipeline of Therapies Advanced gene and gene modified
Slide 7: Significant synergy potential
Significant synergy potential Portfolio Cross selling Global platform Highly complementary product Access to customers in advanced Complementary R&D capabilities portfolio without overlaps therapies across the entire to create innovation Further enhance relevance of our workflow Leverage s
Slide 8: Key terms and timeline
Key terms and timeline Approx. €2.4bn Purchase price Bridge loan facility at Sartorius AG level for up to 2 years Refinancing mainly by long-term debt; depending on market conditions, a smaller portion Financing potentially refinanced through a capital increase at Sartorius Stedim Biotech S.A.
Slide 9: Questions & Answers
Questions & Answers 9
Slide 10: Disclaimer
Disclaimer This presentation contains statements concerning the future performance of the Sartorius and the Sartorius Stedim Biotech Groups. These statements are based on assumptions and estimates. Although we are convinced that these forward-looking statements are realistic, we cannot guarantee tha