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Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest www.briantempest.com Mumbai August 2014

Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest Mumbai August 2014

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Page 1: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Global Pharma 2014

Dr. Brian W Tempest

www.briantempest.com

Mumbai

August 2014

Page 2: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

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 is the Editor of the prestigious Journal of Generic Medicines. Previously he 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 41 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 from Tokyo to

Las Vegas. He is now a Non Executive Director of Religare Capital Markets, Fortis Healthcare, SRL Diagnostics

and Glenmark Pharmaceuticals. 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, 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 owner of Hale & Tempest Co Ltd

Page 3: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Global Healthcare Spend to 2025 +6%source: Meet Novartis Management June 17 2014

Page 4: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Pharma Market to2020source: Evaluate June 1 2014

Page 5: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

USA New Product Pipelinesource: Evaluate June 1 2014

Page 6: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Access to Medicines – 4% for 47%source: WHO June 2014

Page 7: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Affordability of Simple Medicinessource: WHO, 26 June 2014

Page 8: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Sovaldi (Gilead)- $1k pill costs $11source: FT July 31 2014

Page 9: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Unfortunate Commentssource: February 2 2014 Bayer

Page 10: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Emerging Markets Top 10 Pharma Cossource: Fierce Pharma 10 October 2013

Page 11: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Global Patent Cliff to 2020source: Evaluate June 1 2014

Page 12: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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US - India Pharma Market Sharesource: Meet Novartis Management June 17 2014

Page 13: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Top 22 Generic Companiessource: Generics Bulletin 20 June 2014, 5 India, 1 Japan

Page 14: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Next 22 Generic Companiessource: Generics Bulletin 20 June 2014, 8 India, 2 Japan

Page 15: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Strength of Local Companiessource: IMS May 2012

Page 16: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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GDP 2028 $b

source: Centre for Economics and Business research 2013

Page 17: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Teva versus Actavis and Mylansource: Motley Fool Jul 21 2014

Page 18: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Actavis Value via M&Asource: EGA, June 2014

Page 19: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Shareholder Return from Indian Pharmasource: McKinsey , EGA June 2014

Page 20: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Stada Focus to Russia from Germanysource: Generics Bulletin April 4 2014 ,Stada

Page 21: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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USA Unsustainable Pricingsource: Express Scripts, FT July 31 2014

Page 22: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Falsified Medicines – including thefts source: EGA June 2014, Advice on Implementation of EU Directive 2011/62/EU

Page 23: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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EU Falsified Medicines Directive - Costssource: EGA June 2014

Page 24: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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EU Falsified Medicines Directivesource: Aegate EGA June 2014

Page 25: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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EU Falsified Medicines Directivesource: Domino, EGA June 2014

Page 26: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Valeant – “a house of cards”source: FT June 16 2014

Page 27: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Sandoz - “excluding Germany”source: Meet Novartis Management June 17 2014

Page 28: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Ranbaxy top 2 products Rx OTC switchsource: IMS 2013/2014

Page 29: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

EU versus USA Factory Inspectionssource: Reuters, June 5 2014

Page 30: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Big Pharma Shufflesource: FT

Page 31: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Acquisition, Divestment & Spin Offs in 2014 valued at $220b from 2012 $50b•Novartis - divested Blood Diagnostics, Animal Health to Lilly, OTC, Vaccines and gained GSK Oncology•Bayer - Bayer Material Sciences likely sale, buying Merck OTC to become 2nd in OTC•Pfizer - Nutrition & Zoetis Animal Health divested but may bid for GSK, acquired Innopharm•GSK - divest tail products, drinks brands, oncology brands and acquired vaccines and OTC to become1st•Teva - looking for large acquisition•Shire - buys ViroPharma, bought by Abbvie •Mylan – buying Abbott mature brands•Merck - mature brands & animal health for sale•GSK & Sanofi - old brands for sale, NEW STRATEGY•Valeant - bidding for Allergan•Sun - buying Ranbaxy, bought Pharmalucence

Page 32: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Open letter to Barroso from the Chairman of INEOS (Jim Radcliffe) on 7 March 2014

Page 33: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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Europe - Impact of Recession on Healthsource: OECD Health data 2014

Page 34: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

India New Government

Page 35: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Modi –the Strongman Source: Economist 24 May 2014

Page 36: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

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External View of India New PMsource: International New York Times June 2 2014

Page 37: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Modi accelerating Development Source: Ft 21 May 2014

Page 38: Hale & Tempest Global Pharma 2014 Dr. Brian W Tempest  Mumbai August 2014

Hale & Tempest

Thank [email protected]

www.briantempest.com