the only life science event focused on the needs of due ... · key takeaways: d examine buy-side...
TRANSCRIPT
Luba Greenwood Vice President, Global Business Development and Mergers and Acquisitions F. HOFFMAN-LA ROCHE
Due Diligence Summitfor Life Sciences
4th
Benchmark your due diligence practices for evaluating business development opportunities, strategic partnerships and external sources of innovation
The ONLY life science event focused on the needs of cross-functional due diligence professionals
Speakers
CONFERENCE CO-CHAIR:Mike Myers Senior Director, Lilly Research Labs — Due Diligence ELI LILLY
KEY TAKEAWAYS:
d Examine buy-side and sell-side perspectives on evaluating licensing and acquisition opportunities
d Navigate the differences between conducting due diligence for digital health versus molecule-driven targets
d Explore examples from mid-sized and large companies on developing a formal due diligence function
d Gain valuable insight through case studies and an interactive learning activity with industry leaders
d Hear from additional featured speakers representing venture capitalist firms; biotechs; and organizations such as Novartis, Merck, Teva and PATH!
Sponsors:
Catherine Baillis Vice President, Head of Business Development Operations, Business Development and Licensing SANOFI
Curt H. Labelle, M.D., MBA President GLOBAL HEALTH INVESTMENT FUND
Edward Mahony Executive Vice President, Due Diligence and Integration PURDUE PHARMA
Matthew Handel President RECENSA THERAPEUTICS
Allan Weber CEO ESSENTIAL PHARMACEUTICAL
CONFERENCE CO-CHAIR:Michael B. Kennedy II Vice President - DataSite, MERRILL CORPORATION
May 18-19, 2017 | Hyatt Regency Boston | Boston, MA
VENUE INFORMATIONHyatt Regency Boston1 Ave de LafayetteBoston, MA 02111
To make reservations, please call 881-421-1442 toll free or 617-912-1234 and request the negotiated rate for ExL’s 4th Due Diligence Summit. You may also make reservations online at http://bit.ly/2kHZtlY. The group rate is available until April 26, 2017. Please book your room early, as rooms available at this rate are limited.
*ExL Events is not affiliated with Exhibition Housing Management (EHM)/Exhibitors Housing Services (EHS) or any third-party booking agencies, housing bureaus or travel companies. ExL Events is affiliated with event company Questex, LLC. In the event that an outside party contacts you for any type of hotel or travel arrangements, please disregard these solicitations and kindly email us at [email protected]. ExL has not authorized these companies to contact you and we do not verify the legitimacy of the services or rates offered. Please book your guest rooms through ExL’s reserved guest room block using the details provided.
Do you want to spread the word about your organization’s solutions and services to potential clients who will be attending this event? Take advantage of the opportunity to exhibit, underwrite an educational session, host a networking event or distribute promotional items to attendees. ExL Events will work closely with you to customize a package that will suit all of your needs.
SPONSORSHIP AND EXHIBITION OPPORTUNITIES
DEAR COLLEAGUE,
Scientific innovations, the new administration, and pricing and reimbursement challenges have led to an uncertain healthcare landscape and catalyzed major transformations in the life science industry. 2016 saw 22 new drug approvals, down from 45 in 2015, which spotlights the risky nature of R&D investments and organic development. This increasingly competitive marketplace, coupled with declining revenues, has prompted companies to reevaluate their portfolio strategies and divest products to focus on specific therapeutic areas where they hold the strongest market position.
In order to prepare for patent expirations and bolster product portfolios, organizations are increasingly looking to external targets and sources of innovation to invest in. This strategic approach requires an organization to have a robust due diligence process in place to evaluate acquisition, licensing and partnership opportunities.
Join your peers at the 4th Due Diligence Summit for Life Sciences for two days of case studies, panel discussions and informative sessions on the most pressing issues in the due diligence arena. Our experienced faculty will outline the critical information required to make informed decisions regarding digital health technologies, examine methodologies to determine the potential of an investment in compressed time frames and understand strategic approaches to optimizing product portfolios to meet growth objectives. Don’t miss this opportunity to join our growing life science due diligence community!
I look forward to welcoming you to Boston this summer.
Sincerely,
Zohaib SheikhZohaib SheikhSenior Conference DirectorExL Events, a Division of Questex, LLC
WHO SHOULD ATTEND This conference is designed for representatives from pharmaceutical, medical device and biotechnology companies with responsibilities in the following areas:
( Due Diligence ( Business Development ( Strategic Alliance/Alliance Management ( Mergers and Acquisitions ( Licensing ( Intellectual Property and Patent Counsel ( Search and Evaluation ( Portfolio Management ( Scientific Assessment ( General Counsel/Corporate Counsel ( Legal and Regulatory Compliance ( Regulatory Affairs ( Research and Development ( Clinical Medicine ( Clinical Operations ( Life Cycle Management
This conference is also of interest to: ( Investment Banks ( Private Equity Firms ( Venture Capitalists ( Data Room Providers ( Due Diligence Consultants ( Law Firms ( Clinical Affairs and CRO Partners ( Regulatory Affairs and Compliance Partners
Due Diligence Summitfor Life Sciences
4th
“I work in due diligence and this was right up my alley. Content was spot on with the right people invited to present.”—Director, Commercial Assessment, SHIRE
8:00 Registration and Continental Breakfast
8:45 Co-Chairpersons’ Opening RemarksMike Myers, Senior Director, Lilly Research Labs - Due Diligence, ELI LILLY
Michael B. Kennedy II, Vice President - DataSite, MERRILL CORPORATION
9:00 Design, Develop and Launch a Due Diligence Function ( Create a process map, checklists and report templates ( Form an internal team guided by external experts ( Train the internal team and evaluate project performance ( Review the 18-month journey of creating this new function
Edward Mahony, Executive Vice President, Due Diligence and Integration, PURDUE PHARMA
9:45 Center of Excellence: An Organizational Model for Driving Continuous Improvement in Due Diligence Practice
( Examine the internal causes and motivations for developing a center of excellence
( Understand the difficulties faced by the organization on a functional, regional and global level
( Explore the process by which Novartis created a function that aligns strategic objectives and creates awareness across the company
Courtney Horvath, Ph.D., DABT, Preclinical Safety Global Coordinator, Novartis Institutes for Biomedical Research, NOVARTIS
10:30 Networking Break
11:00 Seven Critical M&A Transaction Mistakes to Avoid ( Identify the mistakes that can derail successful M&A deals and
learn how to avoid common pitfalls ( Uncover synergy savings that can prevent deal fatigue and post-
merger business problems ( Develop an effective management and communication strategy
that articulates individual expectations and the benefits of the integrated organization
( Evaluate the advantages of controlled access during the M&A transaction process
Michael B. Kennedy II, Vice President - DataSite, MERRILL CORPORATION
11:45 Case Study: Digital Health’s Role in Reshaping the Diligence Landscape for Biotech and Life Sciences
( Outline the unique approach required to conduct due diligence on digital health targets
( Acknowledge the importance of understanding the value proposition and strategic fit
( Highlight the challenges and advantages of an acquisition, as well as the integration difficulties
( Recognize the necessary expertise required for the ideal team and how this can differ from other diligence teams
Luba Greenwood, Vice President, Global Business Development and Mergers and Acquisitions, F. HOFFMAN-LA ROCHE
12:30 Luncheon
1:30 Explore the VC Perspective on Due Diligence and Valuations ( Gain an overview of different valuation models and how VCs and
financial institutions evaluate transactions ( Assess the strengths of VCs and how to leverage them as partners
during the due diligence process ( Review case studies from past deals
Curt H. Labelle, M.D., MBA, President, GLOBAL HEALTH INVESTMENT FUND
2:15 Case Study: Create the Value Proposition of a Specialty Product in a Niche Space
( Hear about the out-licensing of a very specialized product in a highly divergent market of a few big pharma players and many biopharma companies
( Examine how the story developed to show the value of a highly specialized product that was well-positioned in the market, in an effort to entice buyers
( Recognize the complicating factors such as patent protection that came into play and the thought process that led to the decision of out-licensing
Allan Weber, CEO, ESSENTIAL PHARMACEUTICAL
3:00 Panel: Effectively Prepare Your Company or Product to Attract Investors for Partnering or Acquisition
( Analyze how biotechs and mid-sized to large pharmaceutical companies differ in their approaches to engaging on a collaboration or acquisition
( Identify the key areas for due diligence before an investment or IPO event and considerations for an exit
( Highlight the important questions that need to be asked that can help prevent a deal from backfiring
Curt H. Labelle, M.D., MBA, President, GLOBAL HEALTH INVESTMENT FUND
Matthew Handel, President, RECENSA THERAPEUTICS
Marc Schwabish, US Head, Pharmaceutical Business Development and Licensing, BAYER
3:45 Networking Break
4:15 How Small Companies Should Conduct Due Diligence on Their Large Company Partners
( Discuss what information a small company should investigate about larger companies
( Outline how can you gather this information ( Understand how to set up a successful integration using this
process Matthew Handel, President, RECENSA THERAPEUTICS
5:00 Interactive Learning Discussion ( Discuss due diligence challenges and successes in an informal
setting ( Share best practices and strategies as a group for problems
suggested by your peers ( Explore innovative approaches to due diligence as conducted by
industry leadersMike Myers, Senior Director, Lilly Research Labs - Due Diligence, ELI LILLY
5:45 Day One Concludes
AGENDA Thursday, May 18, 2017 // Day One
Panel
Case Study
Case Study
8:00 Continental Breakfast
8:45 Co-Chairpersons’ Recap of Day OneMike Myers, Senior Director, Lilly Research Labs - Due Diligence, ELI LILLY
Michael B. Kennedy II, Vice President - DataSite, MERRILL CORPORATION
9:00 Methodologies for Risk Assessment in Due Diligence ( Highlight why risk management is a key part of due diligence ( Develop a risk assessment framework: Notions of criticality,
severity and control ( Establish risk mitigation plans and solutions for making deals
Catherine Baillis, Vice President, Head of Business Development Operations, Business Development and Licensing, SANOFI
9:45 Assess a Target Company’s Existing Commercial and Research Relationships
( Identify existing and future commercial and IP risks early in the deal
( Evaluate techniques for minimizing risk at all stages of deal discussions and due diligence
( Highlight the importance of post-acquisition diligenceJohn Dougherty, Partner, FROMMER LAWRENCE AND HAUG LLP
10:30 Networking Break
11:00 Best Practices for Due Diligence on Research Collaborations and Partnerships
( Conduct organizational and capabilities-focused due diligence ( Gain strategic and operational alignment with partners ( Structure collaborations that maximize partner strengths
Diane Harvey, Ph.D., Senior Director, Search and Evaluation, TEVA
11:45 Advantages and Challenges of Academic-Industry Partnerships
( Examine some of the different types of academic-industry collaborations over the years, such as the funding of basic research and potential licensing opportunities
( Highlight some recent deals and discuss what works well for these partnerships
( Understand what challenges need to be addressed when these two types of institutions enter into an agreement
Lizabeth Leveille, Executive Director, BD&L Transactions, MERCK
12:30 Luncheon
1:30 The Integration of an Acquired Company: How the Nature of a Deal Will Have a Dramatic Impact on the Handling of Employees
( Review the fundamental differences to employees brought about by a stock deal versus an asset deal
( Gain an understanding of the specific components of compensation and employee benefits and their impact on integration
( Learn the pre-closing HR activities that will enhance a successful integration of the business
Joseph Bulvid, Former Vice President, Global Benefits, Planning and Mergers and Acquisitions, JOHNSON & JOHNSON; Adjunct Professor, Leadership and Human Capital Management Department, NYU
2:15 Explore the Reality of Due Diligence in the Context of Global Health Product Development
( Analyze the complex health needs affecting populations in the developing world and how they can be met through innovative strategies
( Evaluate the significant financial opportunities presented by global health product development for investors and companies
( Understand how potential investors and partners should assess these opportunities
David Shoultz, Ph.D., M.S., MBA, Global Program Leader, Drug Development, PATH
3:00 Panel: Uncertainty, Challenges and Opportunities in the Trump Era
( Hear perspectives from leaders at pharmaceutical, venture capital and global health companies
( Explore how pricing practices have drawn public and government scrutiny and how this close examination has impacted deal structuring
( Examine and discuss the new administration and evolving policies that affect the life sciences industry in the US
David Shoultz, Ph.D., M.S., MBA, Global Program Leader, Drug Development, PATH
Robert Bagdorf, M.D., MBA, Vice President, Worldwide Business Development, PFIZER
3:45 Co-Chairpersons’ Closing RemarksMike Myers, Senior Director, Lilly Research Labs - Due Diligence, ELI LILLY
Michael B. Kennedy II, Vice President - DataSite, MERRILL CORPORATION
4:00 Conference Concludes
AGENDA Friday, May 19, 2017 // Day Two
“This conference improved my understanding of other aspects of diligence and helped me learn how other companies manage their processes.” —Director, CMC Business Development, MERCK
Panel
“Simple yet powerful guidance on the questions that need to be considered.”—Project Manager, Strategic Transactions, Worldwide Business Development, PFIZER
Registration Fees for Attending ExL’s 4th Due Diligence Summit for Life Sciences:
EARLY BIRD PRICING Register by March 31, 2017
Conference $1,895
STANDARD PRICING Register After March 31, 2017
Conference $2,095
ONSITE PRICING
Conference $2,195
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for Life SciencesDue Diligence Summit4t
h
Benchmark your due diligence practices for evaluating business development opportunities, strategic partnerships and external sources of innovation
The ONLY life science event focused on the needs of cross-functional due diligence professionals
May 18-19, 2017 | Hyatt Regency Boston | Boston, MA
Luba Greenwood Vice President, Global Business Development and Mergers and Acquisitions F. HOFFMAN-LA ROCHE
Catherine Baillis Vice President, Head of Business Development Operations, Business Development and Licensing SANOFI
Matthew Handel President RECENSA THERAPEUTICS
Edward Mahony Executive Vice President, Due Diligence and Integration PURDUE PHARMA
Curt H. Labelle, M.D., MBA President GLOBAL HEALTH INVESTMENT FUND
CONFERENCE CO-CHAIR:Mike Myers Senior Director, Lilly Research Labs - Due Diligence ELI LILLY
Allan Weber CEO ESSENTIAL PHARMACEUTICAL
CONFERENCE CO-CHAIR:Michael B. Kennedy II Vice President - DataSite, MERRILL CORPORATION
Speakers