Corporate Presentation
March 2011
All Eyes on Asia Pacific
WSJ, 12/14/10: “Drug Research Gets new Asian Focus”
NYT, 12/2/10: “Asia Captured Lion’s Share of Big Stock Offerings in 2010”
Reuters, 11/8/10: “China seen No. 2 drugs market by 2015”
WSJ, 12/10/10: “Pfizer’s New CEO Challenged Overseas”
We Are Established
“Asia’s Commercial Partner”
“Ipsen, Invida Partner for
Southeast Asia Distribution”
“Invida Goes Deeper in Skincare, Teams with Sinclair to Expand in Asia
Pacific”
“Invida Positions Itself as a
Conduit for Asian Success”
• Formed in 2005; privately-held – Quintiles, Temasek & Zuellig
Group
• HQ in Singapore • 3,500+ employees in 13
markets in Asia Pacific (ex-Japan)
• $92B market* • Double-digit growth projected
through 2015
• ~$200M in Revenue • Cash flow positive since
inception • 5 year CAGR : 25%
Company Overview
*Source: IMS
Transformation to Specialty Pharmaceutical Company
Build Proprietary
Brands in
Key Therapeutic Areas
Forge High-Value
Long Term Partnerships
Expansion in Key
Growth Markets
2005-2008 Valeant Alliance as Key Inflection Point
2005 Invida
Founded
2005
2008
2007
2007
2008
2009-2011 Building Momentum
July 2010
CMO January 2010
2009 CEO John Graham
April 2010
December
2010
March 2010 Brand
Unification
May 2010 CFO, CAO
July 2010
2011
February 2011
Proven Business Model
Commercialization Solutions
Partnered Products
Commercialization Regulatory Manufacturing Development Research
Proprietary Products
Core Competencies
Regulatory Affairs Medical Affairs
Commercialization
Proven Capabilities Across the Value Chain
Invida’s Asia Pacific Footprint
CHINA Sales: 350
AUSTRALIA & NZ Sales: 230
HONG KONG Sales: 21
INDIA Sales: 1,000
INDONESIA Sales: 206
MALAYSIA Sales: 128
PHILIPPINES Sales: 1,000
SINGAPORE Executive Team Regional Regulatory, Medical and Marketing Singapore Sales: 10
SOUTH KOREA Sales: 45
TAIWAN Sales: 26
VIETNAM Sales: 115
THAILAND Sales: 299
Invida Infrastructure Investments
Proprietary Products
Primary Care Dermatology Consumer Health Oncology
Partnership Model
Primary Care
Dermatology
Consumer Health
Oncology
Dermatix® Case Study
Highlight: Dermatology
• Asia Pacific represents 7-8% of the world’s pharmaceutical market, but 23% of the world’s Dermatology market
• China and Korea are on track to outpace the U.S.
*Source: Euromonitor
*
2010 Asia Skin Care Market
VN 3%
SG 1%
MY 2%
PH 5%
ID 9%
HK 2%
IN 25%
AU 20%
TH 7%
TW 1%
KR 14%
CN 11%
VN 0.6%
SG 2%
MY 3%
PH 2%
ID 3%
HK 8%
IN 7%
AU 10%
TH 6%
TW 12%
KR 17%
CN 29%
Source: IMS Health MAT 2Q06-2Q10 & EuroMonitor excluding sales in Department Stores, Convenience Stores, Direct Selling, and Internet Selling
Consumer ~US$3.6B (+8%)
Ethical ~US$1.6B (+11%)
Both consumer and ethical channels are growing China, Korea, & Taiwan are largest consumer markets
India, Australia, Korea, & China are largest ethical markets
Deep Dermatology Coverage
Close to 400 FTEs cover more than 12,500 Dermatologists across the region
Australia 100
China 2,818
Hong Kong
77
India 4,500
Indonesia 616
South Korea 1,841
Thailand 420
Malaysia 77
Singapore 60
Philippines 1,282
Vietnam 331
Taiwan 640
Proof of Concept Across the Value Chain with the Success of Dermatix®
• Rapid Dermatix® registrations across all key Asia Pacific markets, including China
• Optimal product labeling
• Phase IV trial to generate unique Asian evidence
• Partnerships with top global and local key opinion leaders
• Publication planning
• Market leader approach- investment and organizational commitment to launch across 10 markets
• Robust market research to gain actionable insights
• Extensive physician education; Asian Scar Forum
• Ongoing development of Asian scar treatment guidelines
• Unique approach of simultaneously leveraging ethical base for OTC expansion
Triple digit growth since acquisition
Regulatory Medical Commercialization
Seasoned International Management Team
John A. Graham, Chief Executive Officer
Louis Payet, PhD Vice President, Business
Development and Alliance Operations
Christopher Tay, Chief Administrative
Officer
Sumeet Sud, Chief Marketing
Officer
Anne Bell, Chief Financial Officer
George Eassey, PhD EVP, Commercial Operations; GM, Australia & New Zealand
Brian Forrester, Vice President,
Consumer Health
Brett Hayes, GM, Thailand
Girdhar Balwani, GM, India
Ninia Torres, GM, Philippines
Reinhard Ehrenberger, GM, Indonesia,
Malaysia, & Singapore
Herman Schwietert,
GM, Greater China
2010/2011
Milestone Q4 2010 Q1 2011 Q2 2011 Q3 2011
Announce Alliance with
Sinclair Announce Alliance with Orexo
Announce Additional
Dermatology Alliance
Product Acquisition in India
Global Technology Alliance
Announced
Launch Sinclair Products
Throughout Asia Pacific
Expansion of Sinclair Alliance
Key Milestones/Inflection Points
For Further Information, Please Contact:
John A. Graham, CEO Invida Group Pte Ltd T: +65 6513 8601 M: +65 9712 2097