MediWales

June 2014

2

Gold

IP Group Share Price

The FTSE All Share Index

A house in Cardiff

3

£171

£234

£325

£330

4© IP Group plc 2014

Traditional US Life Science Venture Performance

19721979

19811983

19851987

19891991

19931995

19971999

20012003

20052007

-20

-10

0

10

20

30

40

50US VC returns by vintage year

% IR

RLooking at it in a different way……

Source: Nesta

6© IP Group plc 2014

Venture Small MBO Mid MBO Large MBO

0.4%

16.0%

12.3%

14.7%

UK Private Equity and Venture Returns 1996:2012

Source: PwC BVCA Private Equity and Venture Capital Performance Measurement Survey 2012

© IP Group plc 2014

UK scientists awarded over 70 Nobel Prizes

Rated as best Euro location for bioscience, healthcare / medical and clinical research

Is the leading the G8 for research productivity

The UK has 31 of the worlds top 200 Universities

Four of the world’s top ten universities for life sciences are in the UK

The UK has a world class Life Science Sector

7

Glasgow

Nottingham

Oxford

Manchester

Cambridge

Kings / Cambridge

8

“Post-seed”Incubation SeedDisclosures

100% 3% 1.5% 1%

Stage of development

Aim to deploy as little capital as possible

Aim to increase level of capital

deployed as risk profile reduces

Exclusive access to IP from leading research

universities

Incubate and test with as little cash as possible

1 2 Back the winners with cash and people

3

Business Model

30% 70%

© IP Group plc 20149

© IP Group plc 201410

11© IP Group plc 2014

No of com-panies

Gross invested

Value

£72m

£122m

£328m

Portfolio track record – IP Group

© IP Group plc 2014

Acquisition of Fusion IP plc and £100M placing

12

© IP Group plc 2014

Healthcare IT

13

Small Molecule TherapeuticsRegenerative Medicine

Medical Devices

Personalised Medicine:Biomarkers and Diagnostics

SAW Diagnostics

E-tect

Drug Discovery Products and Services

Life Science Instrumentation

Vaccines and Biologics

Life Science Portfolio

Oxsybio

14

Why there is so much excitement around ONT

From the mainframe To the laptop To the USB stick

“We will be telling our grandchildren that we used to do sequencing in specialist buildings with big machines – they’ll never believe us”

“This represents the democratisation of sequencing”

15

Tissue Regenix Group plc

Regenerative common body soft tissue parts

Heart valves

Vascular grafts

Dialysis access

Meniscus

Vascular patch

Shoulder (rotator cuff)

Bladder

Cardiac patch

Bypass graft

Knee ligament (cruciate)

Blood vessels Ankle

Successful IPO in June 2010 Significant press coverage

Advanced woundcare product DermaPure reimbursement approved in the US

Additional programmes in Cardiac, Orthopaedics and Vascular

Going from strength to strength

16

Medaphor Limited

Bye-bye mannequins Sales!

Saves time, money and resources for hospitals and training centres, Cross-application potential

100 Systems sold globally to date

Virtual reality ultrasound training in a growing market

17

Asalus Medical Instruments Limited

Disruptive in a £300M market

Based on electrostatic precipitation, a highly effective means of removing airborne particulates

Recently CE marked and now available in 15 countries

£4M in equity financing to date

The ProblemSurgical smoke is a

significant issue during laparoscopic surgery

Winners of the Cutlers’ Surgical Prize and Praxis

Unico award

MediWales

June 2014