Suven Life Sciences Limited · NSE:SUVEN
Suven Life Sciences — Investor Presentation (November 2018)
31 slides from Suven Life Sciences's investor presentation, November 2018
Slide 1: In search of new CNS therapies for better living
In search of new CNS therapies for better living Nov 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 © 2018 Suven Life Sciences Limited
Slide 4: Business Model
Business Model Lead NCE based Formulation Pre-Clinical & Clinical Supplies Chem lib/ identification / Lead Process intermediates Development & Clinical 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 © 2018 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 2005 2014 Complex chemicals Initiation of CNS 3 CRAMS projects programs with SUVN- commercialized 502 as lead molecule 1989 1995 2003 20
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 FY18 Revenue INR 649 Cr § 116 (112+4) number of active CRAMS projects § World class infrast
Slide 8: Suven Facilities
Suven Facilities § 300 CM reactors (93) § 500L to 10 KL GL/SS § GMP Intermediates Multi-product/specialty API & Formulation Facility, Corporate Office SUVEN Intermediate Mfg. chemicals facility Pashamylaram, India Hyderabad, India Facility, Suryapet, India Vizag, India § 307 KL reactor volume § 120
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 © 2018 Suven Life Sciences Limited
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: Our Business Strategy: CRAMS
Our Business Strategy CRAMS
Slide 15: 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 - 76 o Phase 2 - 35 o Phase 3 – 1 o Commercial – 4
Slide 16: 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 ANDAs for regulated markets § Growing opportunity for CRAMS a
Slide 17: 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 17 Copyright © 2018 Suven Life Sciences Limited
Slide 18: Our Business Strategy: Drug Discovery and Development
Our Business Strategy Drug Discovery and Development
Slide 19: SUVEN NCE Clinical Pipeline
SUVEN NCE Clinical Pipeline Pre-clinical & Clinical Phase Candidates Indication GLP Tox I II III SUVN-502 Alzheimer's Disease 5-HT6 antagonist SUVN-G3031 Sleep Disorders H3 inverse agonist Cognitive Disorders SUVN-D4010 Cognitive 5-HT4 agonist Disorders Major Depressive SUVN-911 Disorders α4β2 antag
Slide 20: SUVN-502
New CNS Therapies SUVN-502 Pure 5-HT6 Antagonist Well Differentiated from Competitor Clinical Candidates First-in-Class Triple Combination - A Promising New Approach for Symptomatic Treatment of Alzheimer's Disease Phase 2 POC Study in USA (Completed enrollment, study ongoing and expected topline da
Slide 21: SUVN 502: Phase 2A POC Study in USA
SUVN 502: Phase 2A POC Study in USA Completed Entrolment A PHASE 2A MULTICENTER, RANDOMIZED, DOUBLE-BLIND, PARALLEL GROUP, 26-WEEK, PLACEBO- CONTROLLED STUDY OF 50 MG AND 100 MG OF SUVN-502 IN SUBJECTS WITH MODERATE ALZHEIMER’S DISEASE CURRENTLY TREATED WITH DONEPEZIL HYDROCHLORIDE AND MEMANTINE HYD
Slide 22: SUVN-G3031
New CNS Therapies SUVN-G3031 Histamine H3 Inverse Agonist Sleep Disorders (Narcolepsy) Cognitive Disorders (Alzheimer‘s) Phase 1 Completed in USA; Phase-2 for Narcolepsy; Planned for Q4 FY19 22 Copyright © 2018 Suven Life Sciences Limited
Slide 23: SUVN-G3031 significantly differentiated from other therapies
SUVN-G3031 significantly differentiated from other therapies approved and in development § Strong preclinical data and early clinical package supporting efficacy and safety profile of SUVN-G3031 § Clear potential to serve unmet need in narcolepsy, where few safe and effective treatments exist § Diff
Slide 24: SUVN-D4010
New CNS Therapies SUVN-D4010 5-HT4 Partial Agonist Dual Mechanism of Action (Disease Modifying and Symptomatic Treatment Potential for AD) Gastro-Intestinal Motility Disorders Phase 1 Completed in USA 24 Copyright © 2018 Suven Life Sciences Limited
Slide 25: SUVN-911
New CNS Therapies SUVN-911 Selective α4β2 nAChR Antagonist Addressing the Limitations of Current SOC for Major Depressive Disorders Phase 1 completed in USA 25 Copyright © 2018 Suven Life Sciences Limited
Slide 26: SUVN-I6107
New CNS Therapies SUVN-I6107 M1 True PAM - No Cholinergic Side Effects Muscarinic 1 True Positive Allosteric Modulator For Treatment of Cognitive Deficits; Getting ready for Phase 1 26 Copyright © 2018 Suven Life Sciences Limited
Slide 27: Our Financial Approach
Our Financial Approach
Slide 28: Financial Approach
Financial Approach R&D cost expensed out each year Prudent utilization of cash flows Low debt Shareholder value creation focus Consistent dividend paying 28 Copyright © 2018 Suven Life Sciences Limited
Slide 29: Financial Snapshot – based on H1-FY19 result
Financial Snapshot – based on H1-FY19 result All figures in INR except ratios and per share data Q2 FY19 Q1 FY19 Q-o-Q Q1 FY18 H1 FY19 H1 FY18 Q-o-Q ` ` Growth ` ` ` Growth Million Million % Million Million Million % Income 961.08 1,997.90 -51.90 1,119.91 2958.98 2,586.33 14.41 Pre-R&D EBITDA 433.88
Slide 30: Key Ratios H1-FY19
Key Ratios H1-FY19 PAT to Income 19.17% EBIDTA to Income 32.90% Cash Flow to Income 22.91% Pre - R&D EBITDA to Income 42.49% 30 Copyright © 2018 Suven Life Sciences Limited
Slide 31: 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.suvenneuro.com Sunder Venkatra
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