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Healthcare Investment Banking Healthcare Investment Banking

Healthcare Investment Banking - PowerPoint Presentation

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Healthcare Investment Banking - PPT Presentation

and Advisory Services Geneve Switzerland Gershon Capital amp Cie Gershon amp Company Strategic Guidance amp Capital Gershon Capital is a boutique Swiss investment firm that provides advisory services and capital raising solutions for emerging healthca ID: 759879

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Slide1

Healthcare Investment Banking and Advisory Services Geneve, Switzerland

Gershon

Capital &

Cie

________

Gershon &

Company

Slide2

Strategic Guidance & Capital

Gershon Capital is a boutique Swiss investment firm that provides advisory services and capital raising solutions for emerging healthcare and life science companies. We work with the highest quality companies and syndicate deals to the most prominent institutional investors in Europe and in the U.S. alongside our direct investment.

Slide3

Scientific, Medical & Regulatory Expertise

We leverage 20 years of experience in science, medicine, regulatory affairs and finance to analyze companies at a highly technical level. This detailed analysis and due-diligence process defines our strategy and gives investors a high level of confidence that companies we work with will be successful.

Slide4

Strong Relationships & Professional Networks

Our long-standing relationships and professional affiliations with many of the most respected institutional investment funds, academic centers and industry leaders allows us to provide high-level strategic consulting, technical advisory services, and deal syndication.

Slide5

Clients

Pictet & CieSectoral Asset ManagementStandard & Poor’sUBSSG CowenFidelity InvestmentsFranklin TempletonWarburg PincusGerson LehrmanForest LabsGlaxoSmithKlineTexas Pacific Group

Merrill Lynch

Brown Brothers HarrimanCaxton AssociatesFederal Reserve Board of GovernorsGoldman Sachs Distressed Assets GroupGoldman Sachs Special Situations Group Goldman Sachs AsiaBain Capital Private Equity

Leerink Swann

Highline Capital

American Express

Clinton Foundation

Senator John Kerry

Senator John Edwards

AIG Global

Stark Investments

Barclays Bank

Ziff Brothers Investments

Putnam Investments

Tisbury Capital

McKinsey & Co

Slide6

Institutional and Strategic Syndicate Investors in Our Network

AbingworthAdventApax PartnersAravais VenturesBain CapitalBB BiotechBB MedtehBellevue GroupBristol-Myers SquibbCaxton VenturesD.E. ShawEdmond de RothschildEli LillyEssex Woodlands

General Atlantic

Global Life SciencesHBM BioventuesHLM Venture PartnersHighland CapitalIndex VenturesJohnson & JohnsonLBO FranceLombard OdierMayfieldMerckMPM CapitalNextech VenturesVI Partners

Nomura Phase4

Novo Ventures

Novartis Venture Fund

Pictet & Cie

Sectoral Asset

Mgmnt

Societe

Generale

Versant Ventures

Thomas,

McNerney

TPG

TVM

Venrock

Warburg

Pincus

Wellington Partners

Ysios

Slide7

Investment Banking

Gershon Capital provides direct investment and deal syndication for emerging healthcare and life science companies. The firm provides both strategic and quantitative services to identify new healthcare investment opportunities, lead due diligence on prospective investments, provide technical, scientific and financial analysis, arrange investor meetings, negotiate with syndicated investors and counsel, and structure and close the transaction.

Slide8

Investment Strategy

The firm seeks to work with healthcare and life science companies with therapeutic or medical device products that meet unmet clinical needs.

Our average syndicated deal is between $10M – $50M USD in Series B private companies and $25M – $100M USD in micro-cap public companies. Our clients

typically

poses

the following attributes:

- Breakthrough technology based on strong science

- Experienced and well-rounded management team with a proven track record in successfully commercializing new products and technologies

- Strong and comprehensive IP portfolio

- Partnerships with leading academic institutions and strategic players

- Product or technology that permits company valuation at exit to be between $150M and $750M USD within three to five years of investment

Slide9

Rigorous Due Diligence Process

Gershon

Capital adheres to a extensive and disciplined, multi-phase due diligence process that includes rigorous industry analysis and the development of customized solutions for investors and companies.

Deal evaluation includes analysis of corporate  management, corporate finances, assessment of underlying scientific and  medical principles, clinical applications, clinical study design, drug and device approval feasibility, intellectual property, commercial application, and pricing, reimbursement, and analysis of regulatory, legal, and economic changes that affect market dynamics and competitive landscapes.

Slide10

Vertically Integrated Investment and Advisory Firm

With our new collaboration with CRT and Nordberg Capital we are now a fully vertically integrated investment firm offering a broad array of capital raising solutions and advisory services for early stage healthcare companies including access to the IPO market, trading and market making capabilities, PIPEs, special purpose acquisition companies (SPACs), convertible offerings and private placement of debt and equity, and customized solutions for middle-market companies including financial restructuring, structuring and execution of senior and subordinated debt, mergers, acquisitions, fairness opinions, joint ventures and takeover defense.

Our integrated networks from these collaborations allows us to access over 1000 investors in the US, Europe, Scandinavia, and Russia.

Slide11

Advisory Services

Gershon Capital aims to add value to its portfolio companies through its relationship with Gershon & Company, our consulting arm. The Gershon & Company advisory group leverages its senior management team and industry networks to bring sector expertise, investment experience, and regulatory, scientific and medical knowledge to our emerging healthcare and lifescience companies. Core Services:

FDA Regulatory

Affairs and

Compliance

FDA Filings for Drugs and Devices

Reimbursement and Pricing Assessment

CMS and Private Payer Insurance Coding and Reimbursement Development

Clinical Trial Design and Analysis

Patent

Filings

Intellectual Property Review

Business Plan Development

Valuation Modeling

Competitive Market Analysis

Private Placement Memorandum (PPM) Development

Business Development: Licensing & Commercialization

Development of Multi-Media Sales and Marketing Road Shows in Europe and the U.S.

Slide12

Regulatory

FDA Regulatory Affairs and Compliance

FDA Filings: Prepare and submit IND, ANDA, NDA, DMF, 510k, PMA

Quality Assurance (QA) and Quality Control (QC) analysis and oversight

Regulatory compliance review of product labeling, advertising, and promotional materials (GPP)

Reimbursement and Pricing Assessment

Centers for Medicare and Medicaid Services (CMS) coding and reimbursement

Private Payer coding and reimbursement

EU, UK, and Japanese coding and reimbursement

Clinical Trial Design and Analysis

Good Clinical Practice(GCP) protocol design and monitoring

Data handling, monitoring, and record keeping

Reporting and submission compliance

Slide13

Intellectual Property

Patent Filings

Patent quality and claim scope

Prior art search and competitive product analysis

Freedom to operate review

Patent Litigation

Analysis of infringement and invalidity

US

EU, UK, and Japan

Strategic IP Review and Analysis

Patent value analysis utilizing market models and case law

Verification of patent use in the global markets

Strategic IP industry partnership development

Slide14

Financial

Valuation Modeling

Competitive Market Analysis

Business Plan Development

Private Placement Memorandum (PPM) Development

Business Development: Licensing & Commercialization

Access to the IPO market, trading and market making capabilities, PIPEs, special purpose acquisition companies (SPACs)

Customized solutions for middle-market companies including financial restructuring, structuring and execution of senior and subordinated debt, mergers, acquisitions, fairness opinions, joint ventures and takeover defense

Slide15

Investor Relations

Multi-Media Sales and Marketing Investor Road Show in Europe and the United States

Pre Road Show

Optimization of investor materials and presentation driven by detailed scientific, medical, regulatory, and financial review and analysis

Road Show

Organization and digital video production of a five city European road show in major financial centers

Post Road Show/Ongoing Outbound Marketing

Investor follow up assessing ongoing investor sentiment

Digital video syndication campaign to prominent online financial journals

Other Customized Video, Internet, Multi-Media Marketing Solutions

Slide16

Dave Gershon, MD, JD, MPH

Dave Gershon is the Senior Partner of Gershon & Company and its subsidiary Gershon Capital, Chairman of the National Institute for Healthcare Economics and Regulatory Policy, is a designated Standard & Poor’s ‘Healthcare Industry Leader’, Adjunct Professor of Healthcare Economics and Policy at Johns Hopkins University, Visiting Lecturer Healthcare Finance and Drug Development at Harvard University/MIT Sloan School of Business, and an Aspen Institute Senior Fellow and Chair of the Aspen Institute Business of Health Program.

Dr. Gershon is a successful entrepreneur with two successful start-ups and over 20 years experience as an oncologist-immunologist, clinical researcher, healthcare economist, and FDA and CMS healthcare regulatory attorney with expertise in drug and medical device approval processes, intellectual property, clinical research, and reimbursement for pharmaceuticals, medical devices, and healthcare services.

He currently serves on the Advisory Board of Pictet & Cie, one of the largest Swiss private banks with $400 billion dollars under management, and the Advisory Board of Sectoral Asset Management, the leading life sciences hedge fund and member of the State Street Global Alliance with $4 billion dollars in assets under management, exclusively investing in public and private pharmaceutical, biotechnology, generics, medical device, and medical technology companies.

Slide17

Justin Schreiber

Justin Schreiber is a partner at

Gershon

Capital and is an entrepreneur with an expertise in management, IT and digital media. He was the former President of

OneMedForum

, an emerging healthcare and finance forum that hosts conferences for early stage private and public

lifescience

companies surrounding the JP Morgan conference in San Francisco. Under his leadership the conference has grown to be one of the largest and most successful emerging healthcare finance forums in the US. Prior to this Mr. Schreiber served as Director of Business Development for

Tefen

USA, a global life sciences consultancy. He began his career working as a financial specialist for Gain Capital, a leading provider of online foreign exchange trading, asset management, and B2B

forex

services.

Mr. Schreiber evaluates deals in healthcare IT and biotechnology and directs our investor relations and digital media group.

He holds a BS in International Business from Elizabethtown College and a BA in International Management from the ICN

École

de management in Nancy, France.

Slide18

Contact Information

Dave Gershon, MD, JD, MPH

Direct: +1.646.472.5731

Mobile: +1.646.233.6757

dgershon@gershoncapital.com

Justin Schreiber

Mobile: +1.717.381.7492

jschreiber@gershoncapital.com

Website: www.GershonCapital.com