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How a Major Indian Generic Company went Global

How a Major Indian Generic Company went Global. Dr. Brian W Tempest www.briantempest.com Shanghai, China 18 November 2011.

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How a Major Indian Generic Company went Global

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  1. How a Major Indian Generic Company went Global Dr. Brian W Tempest www.briantempest.com Shanghai, China 18 November 2011

  2. Dr Brian Tempest advises Companies, Banks, High Net Worth Individuals and Investment Funds on their Strategy in the Emerging World based on his wide experience in China, Japan, South East Asia and India where he has lived for the last decade. Brian has worked for Ranbaxy Laboratories since 1995 holding the position of Managing Director and Chief Executive Officer until 2005. He was then Chief Mentor and Non Executive Director until 2008 when he retired. He is one of the few westerners to have led a Sensex Nifty 50 Indian blue Chip MNC and as a result has a valuable insight into India. Brian has also worked for Glaxo as Regional Director Far East and Regional Director Middle East & Africa from 1985 to 1992. Brian has worked in the Pharmaceutical Industry for the last 40 years and has managed Healthcare businesses in North America, South America, Europe, Africa, Middle East, Australasia, China, Japan and India. He has also led many sessions at Investor Meetings held around the world. He is now Independent Chairman of Religare Capital Markets PLC and Non Executive Director of SRL the largest Indian Diagnostic Company. Brian is an international advisor to MAPE, India and the United Nations (UNCTAD) in addition to being a member of the SCRIP Global awards panel he is on the Editorial Board of the Journal of Generic Medicines. Brian speaks at global conferences and more information on these presentations can be found on his website www.briantempest.com. Brian has a PhD in Polymer Chemistry from Lancaster University in 1971 and in 2009 he became Chairman of the Advisory Board for the Lancaster University Management School which ranks 4th in the UK He is a Fellow of the Royal Society of Medicine and a Fellow of the Royal Society of Chemistry and is a Chartered Chemist. He is now Chairman and Senior Partner of Hale & Tempest

  3. Indian Pharma around the world Source: Factset, Religare

  4. The Ranbaxy Experience Exports % share of Sales Source : Ranbaxy Company Data, Credit Suisse, 12th September 2006

  5. Ranbaxy Sales Today Source: Normura, Company Data

  6. Global Sales of all Indian Pharma US$b Source: IBEF, Religare

  7. Emerging World Share of Pharma Source EIU, OECD, WHO, IMS, Roland Berger

  8. WHO Pre Qualified Products

  9. Indian Players by Sector Source: Religare

  10. Indian Companies by Market Share Source: Religare

  11. India % share of US API Generic Filings Source: IBEF, Religare

  12. India % share of US API Generic Filings Source: JM Financials 17 August 2011

  13. China % share of US API Generics Filings Source: JM Financials 17 August 2011

  14. DF Exports from India $b Source: Religare, IBEF

  15. India % Share of US DF Generics Market Source: Religare, IBEF

  16. Number of USA Para IV Filings Source: Thomson Reuters 31 March 2011

  17. Indian Generic FDA ANDA Approvals

  18. Future New Product Pipeline in USA Source: JM Financials 18 August 2011

  19. Niche Technology Source: MAPE

  20. Top 25 Global Generic Companies Source: Generics Bulletin 10 June 2011

  21. Next 24 Global Generic Companies Source: Generics Bulletin 10 June 2011

  22. India Field Force Sizes Source: JM Financials September 2011

  23. Sun Sales Source: JM Financials Sep 12 2011

  24. Ranbaxy Sales Source: JM Financials 12 Sep 2011

  25. Cipla Sales Source: Normura, Company data

  26. DRL Sales Source: Normura, Company data

  27. Lupin Sales Source: Normura, Company data

  28. Branded Sales –Indian Players Source: JM Financials 12 Sep 2011

  29. Generic Profit Margin Profile in descending order source: Deutsche Bank July 2010

  30. Profitability Indian Players Source: JM Financials 12 Sep 2011

  31. India advantages vs. USA Source: IBEF, Religare

  32. India – Small Share of CRAMS Market

  33. India – Small share of Global CTs Source: clinicaltrials.gov 16 Feb 2011

  34. Indian CRAMs Source: Religare

  35. Indian Government Coordination Alexio

  36. Indian NCE Pipeline Source: Normura

  37. The Indian Fear - Biosimilars

  38. Biosimilars from China/India Source: New York Times 20 Sep 2011

  39. Lupin - Cost of Goods (% of sales) Source: JM Financials Sep 2011

  40. Generics - Rising Risk & Competition

  41. European Generic Prices Source Ranbaxy

  42. USA - Litigation Success Rates Source RBC Capital Markets January 15 2010 • Patent Challenges on rise - 65 FTFs in 2009 • Success rate at 48% - or 76% including deals • 3 courts hold 69% with 36% success e.g. NJ • 4 courts never ruled against generics e.g. NY • At risk launches on the rise – 6 in 2009 • Teva has 12 of the 28 at risk launches – 2002/9 • Settlements on the rise – 54 in 2009 • Teva accounts for a third of all settlements • Authorized generics on the rise – 25 in 2009 • Watson represents a fifth of all AGs

  43. Season of Warning Letters/Import Alerts Source: Deutche Bank July 2011

  44. Big Pharma & Generic Companies

  45. A New World Order is Coming

  46. Thank You brian.tempest@clara.co.uk www.briantempest.com

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