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UBS 22 ND ANNUAL GLOBAL HEALTHCARE SERVICES CONFERENCE FEBRUARY 2012

UBS 22 ND ANNUAL GLOBAL HEALTHCARE SERVICES CONFERENCE FEBRUARY 2012. PREMIER global preclinical services provider. World-class preclinical service provider offering unparalleled expertise and expert scientific staff providing services from early discovery to IND filing and beyond

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UBS 22 ND ANNUAL GLOBAL HEALTHCARE SERVICES CONFERENCE FEBRUARY 2012

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  1. UBS 22ND ANNUAL GLOBAL HEALTHCARE SERVICES CONFERENCE FEBRUARY 2012

  2. PREMIER global preclinical services provider • World-class preclinical service provider offering unparalleled expertise and expert scientific staff providing services from early discovery to IND filing and beyond • Global operations in North America, Europe and Asia with 750 dedicated staff • Integrated discovery and development capabilities to accelerate compounds to the clinic Asia Europe United States

  3. RICERCA SERVICES CONTINUUM Target Identification HTS (High Throughput Screening) Hit Identification Hit to Lead Lead Optimization (SAR) Preclinical Candidate Selection IND Enabling & Registration Support Studies API & Commercial Scale-Up Clinical Candidate Phase I - III NDA Market Introduction

  4. GLOBAL LOCATIONS Asia North America Europe Lyon, France Concord, Ohio Taipei, Taiwan Bothell, WA

  5. WHAT’S GOING ON IN THE PHARMACEUTICAL INDUSTRY? Internal & External (Licensing) ‘push’ for clinical candidates Unprecedented removal of competent, but costly, drug development infrastructure and people Realization of a ‘data gap’ in early clinical programs from academia and biotechnology sector “Risk Capital” for biotechnology from venture pools evaporated in mid-2008 The bar is set much higher for drug candidate approvals and commercial acceptance

  6. CONSEQUENCES OF INDUSTRY CHANGE • Proliferation of Pharma licensing and M&A deals in biotechnology (PharmAsset, Inhibitex) for early clinical assets • Externalization of research (pre-IND) and development (clinical development) • Data, timelines and quality gaining momentum over cost of outsourcing services (price) that has been severe in 2009-2011 • Global Pharma replacing private venture, but that will change in 2012 with valuation potentials

  7. WHAT DO OUR CLIENTS NEED? • Specific ‘a la carte’ R&D local and global capabilities that translate into trusted, highly reproducible and timely data • Solutions in the form of programs and packages for several steps in drug research-integrated service offerings • Therapeutic expertise • Trust, not promises. A partner, not a marriage

  8. OUTSOURCING RESEARCH INDUSTRY • Pricing pressure and reduced pre clinical development candidates (since 4Q 2008) have resulted in over capacity and loss of scientific talents in CROs • Consolidation: but it has just begun • Rise of China: Fall of China-Rise of Asia • Changing business models • Demands for innovation unclear

  9. RICERCA STRATEGY • Best of “Best in Class” discovery pharmacology a la carte capabilities in Europe, U.S. and Asia (Taiwan) • Integrated IND “packaged solutions” for biotechnology clients and recently global pharmaceutical clients (chemistry, in vivo, in vitro, safety assessment studies) • Client satisfaction • Regulatory (CAPA) compliance • Acquisitive Management Team

  10. Global mix of clients

  11. Balanced portfolio of clients

  12. DIVERSIFIED CLIENT MIX Top 10 Client Mix

  13. 2012 OUTSOURCING MARKET ($20B) Source: Goldman Sachs Investment Research citing CRO Company data, IMS Health, PhRMA, Ernest & Young

  14. Ricerca focused segments ($3.5B Market)

  15. CONSISTENT REVENUE GROWTH 44% CAGR

  16. THE RESULTS • Global capabilities in Europe, U.S. and Asia • Leadership in Discovery Pharmacology • Great client mix, distribution of geographies and no single client dependencies • Highest client satisfaction rating, >95% • Growth in revenues and assets • Minimal debt

  17. UBS 22ND ANNUAL GLOBAL HEALTHCARE SERVICES CONFERENCE FEBRUARY 2012

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