Market intelligence in healthcare

M:Communications
April 2012 Issue No 30
M:Communications, 1 Ropemaker Street, 11th Floor, CityPoint, London, EC2Y 9AW T +44 (0)20 7920 2330 E healthcare@mcomgroup.com W www.mcomgroup.com @mcomHealthcare

How to capitalise on French retail investor appetite for healthcare

Significant government support of innovative sectors in France has led to a growing appetite from French retail investors for healthcare company investments. After discussions with the major French banks, funds and media, M:Communications healthcare team has several recommendations to help international companies raise their profile in France and tap into the current appetite of French retail.

M:COMMUNICATIONS

1.

ENGAGE WITH THE ONLINE MEDIA

2.

TOP TIPS

BE PREPARED TO REVEAL THE PERSONALITIES BEHIND THE COMPANY

There are a large number of investment information websites in France that also generate their own editorial. Make sure your news reaches these outlets.

The healthcare team can assist with profile-raising in France for both locally domiciled and international companies. If you are interested in discussing further, please contact us at healthcare@mcomgroup.com

French retail investors like to read about the CEOs of the companies in which they invest. Management should be prepared to meet journalists face to face for written or broadcast interviews.

3.

GET ONTO THE CONFERENCE CIRCUIT

4.

CONSIDER SPECIALIST FRENCH FUNDS

There are several investment conferences throughout the year in France that focus on small to mid cap companies and are open to international firms.

The French Government has introduced a number of ways for individuals investing in innovative companies to benefit from tax breaks. International access to these specialist funds can take place in certain cases ask your broker about tapping into these investment sources.

The Groups current healthcare clients include:

Monthly healthcare intelligence

Media moves Lachlan Mackinnon has left his role as Health Correspondent at the Daily Mirror Robin Campbell has joined Merchant Securities Phil Gestrin has left UBS Dan Lundquist has joined BAMLs healthcare specialist sales Mark Beards has left Goldman Sachs Jonathan Murphy has left Redburn Andrea Bici has left Martin Currie Delphine Le Lout is leaving Lombard Odier as it restructures the investment division for private banking Analyst/ spec sales moves

new joiner

Buyside moves

Sarah Macleod

Other

- 16 years in financial & corporate communications Since the recent acquisition of Hoare Govett by Jefferies, the mid-cap markets team and corporate brokers - 10 years exclusive focus on healthcare now work under the name of the new combined operation, Jefferies Hoare Govett, and the rest of the - Client-side and agency experience bank will remain under the Jefferies International umbrella

International conference calendar and events 2012

April EASL, Barcelona (18 22 April) BioCapital Europe, Amsterdam (19 April) Future Leaders in the Biotech Industry, New York (20 April) BioTrinity, Newbury (24 26 April) May Deutsche Bank 37th Annual Healthcare Conference, Boston (7 9 May) Baird Growth Stock Conference, Chicago (8 10 May) BioEquity Europe 2012, Frankfurt (15 16 May) JMP Healthcare Securities Conference, San Francisco (14 16 May) Bank of America Merrill Lynch 2012 Healthcare Conference, Las Vegas (15 17 May) China BIO Partnering Forum 2012, Suzhou, China (23 24 May) Euro-Biotech Partnering Summit, Paris (30 May 1 June) EuroMedTech 2012, Grenoble (31 May 1 June) Epic Biotech Conference, London (31 May) June ASCO, Chicago (1 5 June) Jefferies 2012 Global Healthcare Conference, New York (4 7 June) Goldman Sachs 33rd Annual Global Healthcare Conference, California (5 7 June) Citi European Healthcare Conference 2012, London (13 14 June) William Blair 32nd Annual Growth Stock Conference, California (12 14 June) BIO International Convention 2012, Boston (18 21 June) Wells Fargo Securities Healthcare Conference 2012, Boston (19 20 June) Bloom Burton & Co. Healthcare Investor Conference, Toronto (21 June) Nomura Healthcare Conference, London (28June 29 June) July Partnering for Global Impact 2012, Lugano (9 10 July) August Canaccord Genuity 32nd Annual Growth Conference, Boston (14 16 August) September Robert W. Baird Health Care Conference, Chicago (5 6 September) Stifel Nicolaus Weisel Healthcare Conference, Boston (5 6 September) Rodman and Renshaw 14th Annual Healthcare Conference, New York (9 11 September) BioIndia International Conference, Mumbai (12 13 September) Pharmaceutical Strategic Alliances, New York (17 19 September) UBS Global Life Sciences Conference, New York (19 September) BioPharm America 2012, Boston (19 21 September) October Biotech in Europe Investor Forum, Zurich (1 2 October) BioPartnering Future EUROPE, Brussels (7 9 October) Bio China International Conference, Shanghai (24 25 October) BioCentury Annual NewsMakers in the Biotech Industry Conference, New York (TBD)

Healthcare media directory

International/national business and health Financial Times (Clive Cookson/ Andrew Jack/ Sarah Neville/ Luke Templeman (Lex)) Wall Street Journal Europe (Jeanne Whalen/ Hester Plumridge) The Times (Andrew Clark/ Chris Smyth/ Martin Burrow/ Hannah Devlin) The Sunday Times (Matthew Goodman/ Lois Rogers) Daily Telegraph (Rachel Cooper/ Stephen Adams) Independent (Jeremy Laurance) The Guardian (Sarah Boseley/ Denis Campbell/ Julia Kollewe) Daily Mail (Jenny Hope/ Fiona Macrae) Daily Express (Peter Cunliffe/ David Shand) Newswires Bloomberg (Kristen Hallam/ Phil Serafino/ Allison Connolly/ Angela Cullen/ Albertina Torsoli/ Andrea Gerlin/ Makiko Kitamura) Dow Jones (Sten Stovall) Thomson Reuters (Ben Hirschler/ Kate Kelland/ Paul Sandle) APM Health Europe (Rachel Middleton/ Nick Smith/ Nick Hudson/ Richard Staines) Healthcare business BioCentury (Stephen Hansen) BioWorld International (Nuala Moran/ Cormac Sheridan) Clinica (Ashley Yeo/ Tina Tan/ Madeleine Armstrong) EP Vantage (Lisa Urquhart/ Amy Brown/ Jonathan Gardner) Growth Company Investor (Ben Jaglom) GP Business (Victoria Vaughan/ Alex Beaumont) Healthcare Europa (Max Hotopf) HealthInvestor (Vernon Baxter/ Tom Ireland/ Jonathan Bacon) Investors Chronicle (Julian Hofmann) The Pink Sheet DAILY/ IN VIVO (Chris Morrison (US)/ John Davis/ Faraz Kermani) MedNous (Victoria English/ William Ellington/ Karen Finn) Nature Biotechnology (Lisa Melton) Nature Reviews Drug Discovery (Asher Mullard) Scrip Intelligence (Mike Ward/ Eleanor Malone/ Suki Virji/ Francesca Bruce/ Donna Young/ John Hodgson/ Mandy Jackson) Shares (Vishala Sri-Pathma) PharmaTimes Magazine (Claire Bowie/ Katrina Megget/ Kevin Grogan/ Selina McKee)
is sponsor of the 9th Annual EPIC conference being held in London on 31 May 2012

M:Communications

Epic will once again be showcasing the best of UK and European biotechs in a one day format. Some 50-60 European and UK biotech companies will be presenting and are looking for partners, investment or services. Industry keynotes from leading pharma and investors will set the tone for the day and partnering will take place all day as well as informal networking. Contact healthcare@mcomgroup.com for more information.

EUROPEAN PARTNERING AND INVESTMENT CONFERENCE

31 MAY 2012 LONDON

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European healthcare sell-side analyst directory

ABG Sundal Collier ABN AMRO Alm. Brand Markets AlphaValue Arden Partners Aurel Banco de Sabadell, S.A. Bank am Bellevue Bankhaus Lampe KG Bank Vontobel AG Barclays Capital Berenberg Bank Bank of America Merrill Lynch Bordier Cie Brewin Dolphin Bryan, Garnier & Co CA Chevreux Caja Madrid Bolsa Carnegie Bank Cenkos Securities Charles Stanley Citigroup CM-CIC Securities Collins Stewart Commerzbank Credit Suisse Daniel Stewart Danske Equities Davy Stockbrokers Deutsche Bank DnB NOR DZ Bank Edison Equinet Institutional Services Equity Development Exane BNP Paribas finnCap Fiske Fondkommission AB Goldman Sachs Morten Larsen, Erik Hultgard, Peter Hugreffe Rene Verhoeff, Mark van der Geest Michael Friis Jrgensen Martin Schnee Chris Thomas Pierre Corby Javier Esteban, Antonio Fernndez, Jean-Baptiste Bruny Bruno Eschli, Stephen Leventhal Heiko Feber, Leslie Iltgen, Frank Neumann, Andrew Weiss Ed Dulac, Brian Bourdot, Mark Purcell, Michael Leuchten Adrian Howd, Frazer Hall, Alistair Campbell, Alexandra Roche, Tom Jones, Scott Bardo Graham Parry, Sachin Jain, Jamie Clark, Stuart Bennett, Robert Stephenson Padron, Ed Ridley-Day Pascale Boyer Barresi Sahill Shan, Chris Glasper Cedric Moreau, Sebastien Malafosse, Eric Le Berrigaud, Mathieu Chabert Vivien de Coincy, Laurent Flamme, Oliver Reinberg, Richard Koch, Marcel Brand Ana Isabel Gonzlez Garca Carsten Lonborg Madsen, Lars Topholm, Marcus Bellander, Camilla Oxhamre, Henrik Sinding, Kristofer Liljeberg-Svensson Navid Malik Franc Gregori, Jeremy Batstone-Carr Andrew Baum, Mark Dainty, Jo Jerman, Robert Dickinson, Liav Abraham Agns Blazy, Arsene Guekam, Arsene Guekam Emmanuel Papadakis, Julie Simmonds Volker Braun, Daniel Wendorff Jo Walton, Matthew Weston, Luisa Hector, Kerry Holford, Ravi Mehrotra (US), Gavin MacGregor, Christoph Gretler Vadim Alexandre Mattias Hggblom, Thomas Bowers, Martin Parkhi, Sren Samse, Hans Jeppsson Jack Gorman Mark Clark, Tim Race, Yi-Dan Wang, Richard Parkes, Jeremy Lai, Gunnar Romer, Holger Blum Espen Jorgensen, Rune Dahl Christa Bhr, Elmar Kraus, Peter Spengler, Thomas Maul Robin Davison, John Savin, Wang Chong, Lala Gregorek, Mick Cooper, Jacob Plieth, Christian Glennie Martin Possienke Hannah Crowe, Lorenza Castellon Florent Cespedes, Julien Dormois, Vincent Meunier, Romain Zana, Nicolas Guyon-Gellin Keith Redpath Peter Cartwright Yilmaz Mahshid, Sten Westerberg Ds Keyur Parekh, Veronika Dubajova, Eleanor Fung, Rudolf Dreyer, Mick Readey, Joy Dariye Handelsbanken Capital Markets Bjrn Olander, Marek Poszepczynski, Klaus Madsen, Peter Sehested

Helvea HSBC ING Investec Jefferies JP Morgan Cazenove Jyske Bank KBC Securities Kempen & Co Kepler Capital Markets Landesbank BadenWuerttemberg Liberum Capital Merck Finck & Co Merchant Securities M.M. Warburg Investment Research Morgan Stanley NATIXIS Securities Nomura NomuraCode Nordea Markets Nord/LB Numis Nykredit Markets Oddo Securities Panmure Peel Hunt Petercam Raymond James Redburn Religare Capital Markets Santander SEB Enskilda Seymour Pierce Singer Capital Markets Societe Generale Standard & Poors Swedbank UBS

Daniel Jelovcan, Karl Heinz Koch, Odile Rundquist, Martin Flckiger, Olav Zilian Murielle Andr-Pinard, Jan Keppeler Luke Poloniecki, Sjoerd Ummels, Fabian Smeets Seb Jantet, Nick Keher Jeff Holford, James Dodwell, Peter Welford, Philippa Gardner, Stephan Gasteyger, Tara Shivarattan, Ingeborg Oie, James Vane-Tempest Alexandra Hauber, Richard Vosser, David Adlington, James Gordon Frank Andersen, Robert Jacobsen, Peter Andersen Jan De Kerpel Sachin Soni, Sjoerd van Gorp, Mark Pospisilik Martin Voegtli, Maja Pataki, Fabian Wenner, Moritz Dullinger Hanns Frohnmeyer, Timo Kuerschner, Karl-Heinz Scheunemann
Naresh Chouhan, Roger Franklin

Konrad Becker, Carsten Kunold

Robin Campbell

Ulrich Huwald Peter Verdult, Michael Jungling, Karl Bradshaw, Andrew Olanow, Valerie Rinecker Beatrice Muzard Grevet Amit Roy, Bhanu Singhal, Reg Myers, Martin Brunninger, Stephen Yan, James Critchley Michael King, Samir Devani, Gary Waanders Patrik Ling, Olle Sjolin, Michael Novod Holger Fechner, Thorsten Strauss Charles Weston, David Hyman Peter Hgsted Jean-Jacques Le Fur, Christophe-Raphael Ganet Sav Neophytou, Damien McNeela Paul Cuddon, Stefan Hamill Jan Van Den Bossche Thierry Verrecchia Paul Major, Andy Kocen, Anita Vasu Robin Campbell Patricia Lpez del Ro, Vicente Martn Henrik Simonsen, Peder Strand, Lars Hevreng, Manfred Jakob Mike Mitchell, Sue Munden Shawn Manning, Elizabeth Klein Alex Kleban, Caroline Valldecabres, Steve McGarry Sho Matsubara, Jacob Thrane Johan Unnerus Gbola Amusa, Martin Wales, Andrew Whitney, Guillaume van Renterghem, Gita Ramakrishnan, Ian Douglas-Pennant, Rory Mckenzie, Amalan Selvarajah Cornelia Thomas, Mark Belsey, Oliver Kaemmerer, Andreas Burckhardt Michael Nawrath

West LB Zrcher Kantonalbank

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About M:Communications and its International Healthcare Team

About M:Communications
M:Communications was founded in 2002 and has quickly become Europes fastest growing and most sought after cross-border communications agency. M: has represented a number of the worlds most successful international businesses, including a number from the healthcare sector, and in Europe has served or is retained by 60 of the EURO300. M:s highly experienced senior consultants advise clients across a whole range of corporate and financial communications including reputation management, profile raising, media management, transactions, investor relations and crisis response. M: is part of the King Worldwide Group.

About M:Communications Healthcare Team

Our sector specialist healthcare team at M: is led by Mary-Jane Elliott. The team has extensive experience from both industry and leading communications agencies. M: offers a fully integrated international service to clients including advice around M&A, capital raising activities, IPOs, crisis management and defence planning, investor and media relations, corporate reputation management and profile raising. M:s international healthcare team has a deep knowledge, passion and understanding of the sector and a proven track record in representing healthcare clients, both public and private, across the biotech, pharma, medtech and services sub-sectors. With access to leading business editors and key opinion formers in addition to strong relationships with healthcare analysts and other representatives within the healthcare arena, M:s healthcare practice is renowned as a market leader.

Mary-Jane Elliott
Elliott@mcomgroup.com D +44(0)20 7920 2345 M +44(0)7780 600 290

Mary Clark
Clark@mcomgroup.com D +44(0)20 7920 2361 M +44(0)7714 107 204

Sarah Macleod
Macleod@mcomgroup.com D +44(0)20 7920 2342 M +44(0)7747 602 739

Amber Bielecka
Bielecka@mcomgroup.com D +44(0)20 7920 2352 M +44(0)7739 658 783

Claire Dickinson
Dickinson@mcomgroup.com D +44(0)20 7920 2360 M +44(0)7714 107 205

Samantha Bartel
Bartel@mcomgroup.com D +44(0)20 7920 2338 M +44(0)7545 440 861

Hollie Vile
Hollie@mcomgroup.com D +44(0)20 7920 2354 M +44(0)7714 108 158

Peter Laing
Laing@mcomgroup.com D +44(0)20 7920 2359 M +44(0)7885 715 857

International Offices: New York, Chicago, London, Stockholm, Johannesburg, Moscow, Dubai and Hong Kong.

M:Communications is part of the King Worldwide Group. Other companies within the Group include:

We hope that you have found our newsletter informative, but please do get in touch with any feedback you might have

If you would like to add a colleague to, or unsubscribe from, the distribution list please email one of the team or healthcare@mcomgroup.com

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