American Conference Institute’s Expert Forum on:

Financing Solutions & Strategies for Life Sciences

Monday, October 19, 2009

About

Dear Distinguished Life Science Leaders:

On behalf of American Conference Institute, we look forward to welcoming you to Financing Solutions and Strategies for Life Sciences in New York this October. With many companies facing a funding crisis, the need for an expert forum on finding solutions to the credit gap and bringing together investors and corporate stakeholders to explore different financial models has never been greater.

With the ways deals are being structured constantly changing, Financing Solutions and Strategies for Life Sciences stands apart as the one event where cutting-edge strategies will be exchanged and potential new relationships will be forged. With distinguished industry speakers and investors coming from notable investment groups including Silicon Valley Bank, OrbiMed, Takeda Research Investment, RBC Capital Markets, Atlas Venture and Paul Capital Healthcare, no other event will arm you both with the knowledge and the networking needed to secure successful financing.

With new stock offerings often no longer a viable option, both companies and venture investors are being forced to adapt. New financial strategies are emerging, and some less dilutive financing models are proving particularly attractive to companies. This event will provide you with an opportunity to meet with and hear from the people who are actually making deals successfully in today’s climate, as they share viable and available methods for accessing capital from investors during this challenging period.

You will learn how to evaluate different alternatives, find new funding sources, and analyze emerging players and their financing models. In addition, with companies often competing for the dollars they badly need, you will discover how to maximize your company’s attractiveness to investors by pursuing development strategies that are in sync with their current investment priorities.

The agenda highlights the latest strategies for success in life science financing. Each session - whether focusing on partnering with the investment arm of a global pharmaceutical or biotech company, working with early or late-stage venture capital investors, or collaborating with a philanthropic organization that is helping to spur research in certain therapeutic areas – will provide you with a sharp analytical focus.

Learn how to carefully tailor terms that impact on corporate control and the interests of early stage investors, and innovative ways to structure alternative financing vehicles. And if future M&A is a possibility for your company, a special focus session will guide you on what you need to do to take into account how the specific terms of any financing that you do today may impact on your ability to make deals. In addition, detailed guidance on specific terms to use in structuring deal terms will be provided in the post-conference Master Class on Drafting Life Science Financial Documents.

Contents & Contributors

About

Dear Distinguished Life Science Leaders:

On behalf of American Conference Institute, we look forward to welcoming you to Financing Solutions and Strategies for Life Sciences in New York this October. With many companies facing a funding crisis, the need for an expert forum on finding solutions to the credit gap and bringing together investors and corporate stakeholders to explore different financial models has never been greater.

With the ways deals are being structured constantly changing, Financing Solutions and Strategies for Life Sciences stands apart as the one event where cutting-edge strategies will be exchanged and potential new relationships will be forged. With distinguished industry speakers and investors coming from notable investment groups including Silicon Valley Bank, OrbiMed, Takeda Research Investment, RBC Capital Markets, Atlas Venture and Paul Capital Healthcare, no other event will arm you both with the knowledge and the networking needed to secure successful financing.

With new stock offerings often no longer a viable option, both companies and venture investors are being forced to adapt. New financial strategies are emerging, and some less dilutive financing models are proving particularly attractive to companies. This event will provide you with an opportunity to meet with and hear from the people who are actually making deals successfully in today’s climate, as they share viable and available methods for accessing capital from investors during this challenging period.

You will learn how to evaluate different alternatives, find new funding sources, and analyze emerging players and their financing models. In addition, with companies often competing for the dollars they badly need, you will discover how to maximize your company’s attractiveness to investors by pursuing development strategies that are in sync with their current investment priorities.

The agenda highlights the latest strategies for success in life science financing. Each session - whether focusing on partnering with the investment arm of a global pharmaceutical or biotech company, working with early or late-stage venture capital investors, or collaborating with a philanthropic organization that is helping to spur research in certain therapeutic areas – will provide you with a sharp analytical focus.

Learn how to carefully tailor terms that impact on corporate control and the interests of early stage investors, and innovative ways to structure alternative financing vehicles. And if future M&A is a possibility for your company, a special focus session will guide you on what you need to do to take into account how the specific terms of any financing that you do today may impact on your ability to make deals. In addition, detailed guidance on specific terms to use in structuring deal terms will be provided in the post-conference Master Class on Drafting Life Science Financial Documents.

Contents & Contributors

Co-Chairs’ Opening Remarks
Samuel P. Wertheimer, Private Equity Partner, OrbiMed Advisors, LLC
Glen Sato, Partner, Cooley Godward Kronish LLP

Making Your Company More Attractive to Investors and Increasing Your Chances for Securing Financing
Dale M. Lombardi, Chief Executive Officer, Secant Pharma, LLC

Early-Stage Financing Case Studies
Mark Kessel, Managing Director, Symphony Capital

Negotiating and Structuring Alternative Forms of Financing that Provide Funds without Giving Up Control of Your Company
John R. Leone, Partner, Paul Capital Healthcare

Forming Successful Alliances with Venture Philanthropy
Timothy Coetzee, Ph.D., President, Fast Forward, LLC
Dr. Gary Olson, CEO, Provid Pharmaceuticals

Leveraging the Investment Resources of Big Pharma and Biotech to Meet Your Life Cycle Needs While Preventing Dilution
Wing Delatorre, M.D., Head of Business Operations, Biogen Idec Innovation Incubator

Using Carve-Out, Spin-Off and Partnering Strategies to Overcome Financial Hurdles
Robin Steele, Senior Vice President and General Counsel, InterMune, Inc.
Faye H. Russell, Partner, Latham & Watkins LLP

Incorporating M&A Considerations into Your Financing Strategy
Glen Sato, Partner, Cooley Godward Kronish LLP

Successful Later-Stage Financing Strategies
Thomas A. Penn, Senior Partner, MVP Captial Partners



DOCUMENT TYPES: PPT PPTX PDF DOC PRESENTATIONS AVAILABLE: 11

8:15
Registration and Continental Breakfast
9:00
Welcome and Co-Chair's Opening Remarks
Mr. Samuel Wertheimer
Private Equity Partner
OrbiMed Advisors‚ LLC
1 file
Financing Solutions & Strategies for Life Sciences
399.5 KB 9 pages Presentation
PPT - Financing Solutions & Strategiesfor Life Sciences
Mr. Glen Sato
Partner
Cooley Godward Kronish LLP
1 file
Financing Solutions & Strategies for Life Sciences
399.5 KB 9 pages Presentation
PPT - Financing Solutions & Strategiesfor Life Sciences
9:15
Making Your Company More Attractive to Investors and Increasing Your Chances for Securing Financing
Ms. Teresa Heal
Director of Finance
Applied Genetic Technologies Corporation
Mr. Tom Hess
Partner
Dinsmore & Shohl LLP
Mr. Dale Lombardi
CEO
Secant Pharma
1 file
Financing Solutions & Strategies for Life Sciences
277.5 KB 9 pages Presentation
PPT - Financing Solutions & Strategies for Life Sciences
Mr. Sean McCarthy
Senior Principal
Pappas Ventures
10:30
Morning Coffee Break
10:45
Finding Available Sources of Financing in the Current Financial Markets
Mr. Louis DeGennaro
Chief Scientific Officer
The Leukemia & Lymphoma Society
Mr. Simon Gill
Managing Director‚ Co-Head of Healthcare Investment Banking
RBC Capital Markets Corporation
Ms. Pavni Jaidka Bagga
Innovation Zone Officer
New Jersey Economic Development Authority
12:00
Early-Stage Financing Case Studies
Mr. Mark Kessel
Managing Director
Symphony Capital
1 file
Alternative Financing: A Case Study
782.5 KB 4 pages Presentation
PPT - Alternative Financing:A Case Study
13:00
Networking Luncheon
14:15
Negotiating and Structuring Alternative Forms of Financing that Provide Funds without Giving Up Control of Your Company
Mr. John Leone
Partner
Paul Capital Healthcare
1 file
Revenue Interest Financing
114.1 KB 12 pages Presentation
PPTX - Revenue Interest Financing
Mr. Conrad Everhard
Shareholder
Greenberg Traurig
15:45
Coffee Break
16:00
Forming Successful Alliances with Venture Philanthropy
Dr. Timothy Coetzee
President & CEO
Fast Forward
1 file
WHAT IS MS?
1.1 MB 25 pages Presentation
PPT - WHAT IS MS?
Mr. Gary Olson
CEO
Provid Pharmaceuticals
2 files
PV-267 A Novel Drug Candidate for Multiple Sclerosis
2.3 MB 15 pages Presentation
PPT - PV-267  A Novel Drug Candidate for Multiple Sclerosis
PV-267 A Novel Drug Candidate for Multiple Sclerosis
913.2 KB 10 pages Presentation
PDF - PV-267 A Novel Drug Candidate for Multiple Sclerosis
17:00
Conference Adjourns to Day 2
9:00
Co-Chairs' Remarks
9:15
Leveraging the Investment Resources of Big Pharma and Biotech to Meet Your Life Cycle Needs While Preventing Dilution
Ms. Wing Delatorre
Head of Business Operations
Biogen Idec Innovation Incubator
1 file
Financing Solutions and Strategies for Life Sciences
931.9 KB 30 pages Presentation
PDF - Financing Solutions and Strategies for Life Sciences
Dr. Graeme Martin
President & CEO
Takeda Research Investment‚ Inc.
Mr. Geoff Meyerson
Managing Director
Locust Walk Partners
10:15
Morning Coffee Break
10:30
Negotiating with VIPE Investors: Salvation or Trap?
Mr. Stuart Barich
Managing Director‚ Healthcare Investment Banking
Oppenheimer & Co.
Mr. Kee Colen
Managing Director‚ Healthcare Investment Banking
Oppenheimer & Co.
1 file
Financing Solutions & Strategies for LIFE SCIENCES
156.5 KB 15 pages Presentation
DOC - Financing Solutions & Strategies  for LIFE SCIENCES
Mr. Samuel Wertheimer
Private Equity Partner
OrbiMed Advisors‚ LLC
Mr. Emilio Ragosa
Partner
Morgan‚ Lewis & Bockius LLP
1 file
Financing Solutions & Strategies for LIFE SCIENCES
156.5 KB 15 pages Presentation
DOC - Financing Solutions & Strategies  for LIFE SCIENCES
11:30
Using Carve-Out‚ Spin-Off and Partnering Strategies to Overcome Financial Hurdles
Ms. Robin Steele
Senior V.P. & General Counsel
InterMune‚ Inc.
1 file
Using Carve-Out, Spin-Off and Partnering Strategies to Overcome Financial Hurdles
792 KB 32 pages Presentation
PPT - Using Carve-Out, Spin-Off and Partnering Strategies to Overcome Financial Hurdles
Ms. Faye Russell
Partner
Latham & Watkins
1 file
Using Carve-Out, Spin-Off and Partnering Strategies to Overcome Financial Hurdles
792 KB 32 pages Presentation
PPT - Using Carve-Out, Spin-Off and Partnering Strategies to Overcome Financial Hurdles
12:15
Networking Lunch
13:15
Incorporating M&A Considerations into Your Financing Strategy
Mr. Glen Sato
Partner
Cooley Godward Kronish LLP
1 file
Financing Solutions & Strategies For Life Sciences
260.5 KB 34 pages Presentation
PPT - Financing Solutions & Strategies For Life Sciences
14:15
Successful Later-Stage Financing Strategies
Mr. Thomas Penn
Senior Partner
MVP Capital Partners
15:00
Conference Concludes