1
THERE IS A NEW AIR ABOUT INDIA

• ISLANDS OF EXCELLENCE IN
• EDUCATION AGRICULTURE
• HEALTHCARE RESEARCH
• INDUSTRY

2
ENGLISHS NEW SUPERPOWER

• WITH AN ENGLISH-SPEAKING POPULATION NOW LIKELY TO
  HAVE SURPASSED THAT OF BRITAIN AND THE US, INDIA
  IS SET TO BECOME A LINGUISTIC SUPER POWER.
• INDIA CURRENTLY HAS A SPECIAL PLACE IN THE
  ENGLISH LANGUAGE RECORD BOOKS AS THE COUNTRY
  WITH THE LARGEST ENGLISH SPEAKING POPULATION IN
  THE WORLD. TEN YEARS AGO THAT RECORD WAS HELD BY
  THE US . NOT ANY MORE !

3
INDIA ON TOP

• AMONG THE FASTEST GROWING ECONOMIES
• FOURTH LARGEST ECONOMY
• WASHINGTON POST
• AMONG THE TOP FOUR FDI DESTINATIONS
• MORE FII INTO INDIAN EQUITIES THAN CHINA, KOREA
  TAIWAN COMBINED
• POTENTIALLY BIGGER LONG-TERM GROWTH STORY THAN
  CHINA GOLDMAN SACHS

4
INDIA ON TOP

• ECONOMIST INTELLIGENCE UNIT (SEPT 04)
• CENTERS OF OVERSEAS INVESTMENT

COUNTRY
39 CHINA
29 USA
28 INDIA
INDIA AN R D SPOT
5
INDIA ON TOP

• LARGEST MILKY WAY !
• 90 MILLION TONS IN 2004
• 20 MILLION TONS MORE THAN USA,
• THE SECOND BIG PRODUCER

6
INDIA ON TOP

• NO.1 IN MANY AREAS !
• SUGAR PRODUCTION
• BANANA, PAPAYA, MANGO
• EGG PLANT, CAULIFLOWER, PEAS
• SPICES, COCONUT, ARECNUT

7
INDIA ON TOP

• INDIAN BRANDY, BUT GLOBAL KICK
• McDowell's NO.1 WORLDS TOP SELLING BRAND,
  DISPLACES E J

8
INDIAN MULTINATIONALS

• DESI COMPANIES GOBBLING UP FOREIGN ENTITIES !
• IN 2003, 40 COMPANIES TAKEN OVER
• TATA TEA TETLEY TEA
• TATA DAEWOO
• ESSEL PACKAGING PROPAK (SWISS)
• BIGGEST CARBON BLACK KUMARAMANGALAM BIRLA

9
INDIA AN R D POWERHOUSE

• ENGLISH SPEAKING KNOWLEDGE WORKERS
• 30-50 COST SAVING SWATI PIRAMAL
• 1/5TH -1/7TH COST IN EUROPE RANBAXY
• BANGALORE FASTEST GROWING BIOCLUSTER IN ASIA

10
THE BIOTECH INDUSTRY

• MORE NEW DRUG APPROVALS FROM FDA BY BT COMPANIES
  THAN PHARMA IN 2004
• USATHE BIRTHPLACE OF MODERN BT TOWER OVER THE
  FIELD !
• 4400 BT FIRMS WORLDWIDE
• 2200 US FIRMS PUBLICLY TRADED
• 2004 REVENUES 43 BILLION
• AMERICAN INDUSTRY RAISED 17 BILLION FROM PUBLIC
  PRIVATE FUNDS IN 2004
• (5 TIMES THAT OF EUROPE !)
• GERMAN BT FLOUNDERED
• BRITISH BT BRUISED BLOODIED BUT UNBOWED (ERNST
  YOUNG)

11
ASIAN BIOTECH

• DOMINATED BY AUSTRALIA 2 BN, i.e. 75 OF ASIAN
  REVENUE
• INTERESTING COMPANIES SPRINGING UP IN INDIA,
  CHINA, SINGAPORE

12
SINGAPORE BIOPOLIS

• TO HOST 2000 SCIENTISTS FROM AROUND THE WORLD
  INCLUDING ALLEN COLEMAN OF DOLLY FAME
• R D BUDGET OF 7 BILLION OVER 5 YEARS
• 500 STUDENTS SENT ABROAD FOR Ph.D

13
INDIAN BIOTECH SECTOR

• ABLE (ASSOC. BIOTECH LED ENTERPRISES)
• REVENUE - 1 BILLION
• FIVE FOLD INCREASE ( 5 BILLION) BY 2010
• EMPLOYED 9000 S T PERSONNEL IN 2004
• 40 INCREASE IN 2005

14
PHARMA EXPORTS TO GROW TO 6 bn

• INDIA IS ONE OF THE TOP FIVE MANUFACTURERS OF
  BULK DRUGS IN THE WORLD !
• PHARMA EXPORTS 6 bn BY 2015 FROM THE CURRENT
  LEVEL OF LESS THAN 2 bn
• THE R D ACTIVITIES ARE TARGETED BOTH AT NEW
  DRUG DISCOVERY RESEARCH AND NOVEL DRUG DELIVERY
  SYSTEMS (NDDS). THE MAJOR COMPANIES INVESTED OVER
  Rs. 1000 CRORES LAST YEAR.

15
INDIAN BIOTECH SECTOR

• SERUM INSTITUTE
• THE VACCCINE GIANT !
• LARGEST INDIAN BT COMPANY
• LARGEST VACCINE PRODUCER IN THE WORLD
• PRODUCES 675 m DOSAGES PER DAY
• DISTRIBUTED AND USED IN 137 COUNTRIES OF THE
  WORLD (W.H.O)
• 30 OF WORLDS CHILDREN PROTECTED BY
• SERUM INTITUTES VACCINE

16
INDIAN BIOTECH SECTOR

• INDIAN VACCINE IMPACT
• HAFFKINE INSTITUTE , MUMBAI
• PIONEER IN POLIO VACCINE PRODUCTION
• IMMUNISED 150 m CHILDREN
• ERADICATED POLIO
• HEPATITIS B VACCINES
• SHANTA BIOTECH
• BHARAT BIOTECH
• WOCKARDT, REDDYS

17
INDIAN BIOTECH SECTOR

• NEUTRACEUTICALS
• PARRY NEUTRACEUTICALS
• SPIRULINA, DUNALIELLA
• ?-CAROTENE, ASTAXANTHIN
• THAPAR
• ABL BIOTECHNOLOGIES
• SAMY CHEMICALS

18
INDIAN BIOTECH SECTOR

• EMERGING INTERNATIONAL HUB FOR CONTRACT RESEARCH
• MANY START-UP COMPANIES IN THE LAST FOUR YEARS
• BPO RPO CRAM RESEARCH MANUFACTURING
• BIOCON (BANGALORE) SERUM INSTITUTE (PUNE),
  PANACEA BIOTECH (DELHI), NICHOLAS PIRAMAL
  (MUMBAI), NOVO NORDSIK (BANGALORE)

19
APOLLO HOSPITAL ENTERPRISES

• CHENNAI, DELHI, HYDERABAD
• Rs 150 CRORE REVENUE IN 2004-2005
• 40 REVENUE FROM CARDIAC CARE
• 39 REVENUE FROM PHARMA BUSINESS
• TO SET UP SEVEN 120 BED HOSPITALS IN MINI-METROS
• MOU WITH JOHNS HOPKINS MEDICINE INTERNATIONAL
• TO SET UP CENTRAL REFERENCE LABS IN CHENNAI,
  HYDERABAD AND DELHI - HIGH END CLINICAL TESTING
• TO SET UP INSTITUTE OF MINIMAL INVASIVE SURGERY

20
COLLABORATIVE R D

• RANBAXY MEDICINES FOR MALARIA VENTURE (MMV)
  GENEVA
• ANTIMALARIAL MOLECULE - Rbx 11160
• RANBAXY GLAXO SMITH KLINE
• Dr. REDDYS, ZYDUS CADILA,
• NICHOLAS PIRAMAL (EMERGING ACTIVITIES)

21
BIOCON TIES WITH NOBEX TO DEVELOP ORAL INSULIN

• BIOCON HAS ENTERED INTO A RESEARCH COLLABORATION
  WITH NORTH CAROLINAS NOBEX CORPORATION TO
  JOINTLY DEVELOP ORAL INSLIN FOR THE GLOBAL AND
  INDIAN MARKET

22

• ORCHID CHEMS IPR FILE COUNT TOUCHES 200
• FILINGS FOR NEW DRUGS, DISCOVERY SYSTEMS AT 25
  OF TOTAL
• FIIS TO HIKE STAKE IN ORCHID CHEMICALS
• ORCHID JOINS PAR PHARMA TO MARKET GENERICS IN US
• ORCHID WANTS TO CRACK ORAL CEPHALOSPORIN
  FORMULATIONS MARKET
• ORCHID FILES ANDA FOR CEFAZOLIN

23
ORCHID CHEMICALS PHARMACEUTICALS LTD.

• 300 SCIENTIFIC PERSONNEL
• 400 BY 2006
• Rs. 150 CRORES IN R D DURING LAST 7 YEARS
• FDA/GLP ANIMAL FACILITY, LABS
• ANTI-INFLAMATORY, OBESITY, CANCER, HERBAL
  MEDICINE
• TARGET 1 bn BY 2010
• JV IN USA, ITALY , CHINA

24
PEP PILL GLOBAL BIZ FORM 60 OF SALES NOW

• WOCKHARDT EYES ANOTHER EUROPEAN TAKEOVER
• AFTER ACQUIRING THREE EUROPEAN COMPANIES IN THE
  PAST, IT IS LOOKING TO ACQUIRE ONE MORE EUROPEAN
  COMPANY
• WOCKHARDT BUYS GERMAN FIRM
• DRL ACQUIRES TRIGENESIS OF US
• TORRENT PHARMA TO ACQUIRE GERMAN CO FOR Rs 300
  CRORE
• JUBILANT ORGANOSYS ACQUIRES TWO BELGIAN PHARMA
  FIRMS
• Rs 75 CRORE DEAL TO STRENGTHEN PRESENCE IN EU,
  ITS MAIN EXPORT MARKET
• WYETH SELLS BULK DRUGS PLANT TO RUNWAL GROUP FOR
  Rs 60 CRORE

25
NICHOLAS PIRAMAL PLANS BIG DIAGNOSTICS PUSH

• HAS SIGNED ALLIANCES WITH DIASYS GMBH, A GERMAN
  FIRM,
• HYPOGUARD, A UK-BASED COMPANY PART OF THE MEDISYS
  
• GROUP, AND CHOLESTECH, A US-BASED COMPANY.

26
STRAND IN DEAL WITH US CO FOR MICROARRAY PLATFORM

• HAS ENTERED INTO AN AGREEMENT WITH US MAJOR
  AFFYMETRIX,
• FOR PROVIDING MICROARRAY PLATFORM
• MICROARRAYS ARE POWERFUL TOOLS THAT ALLOW
  SCIENTISTS
• TO MEASURE AND COMPARE THE EXPRESSION
  LEVELS OF
• THOUSANDS OF GENES IN A SINGLE EXPERIMENT.

27
SHASUN HIKES CONTRACT THRUST

• USFDA-COMPLIANT RD (RESEARCH AND DEVELOPMENT)
  CENTRE NEAR CHENNAI AT AN INVESTMENT OF ABOUT
  RS.35 CRORE.
• THE NEW FACILITY WOULD HOUSE ABOUT EIGHT
  LABORATORIES AND NEARLY 300 SCIENTISTS.

28

• MALLADI DRUGS ACQUIRES U.S. FIRM
• SUN PHARMAS PLANS FOR US BUY GET A BOOST
• ZYDUS CADILA UPPING PRESENCE ABROAD

29
CLINICAL RESEARCH

• 1 BILLION BY 2008
• BIOCON CLINIGENE
• RELIANCE CLINICAL RESEARCH SERVICES

30
QUINTILES WORLDS LARGEST CLINICAL RESEARCH
OUTFIT

• IN INDIA SINCE 1997
• MUMBAI, AHMEDABAD, BANGALORE
• 900 PEOPLE 2000 PEOPLE BY 2008

31
MERCK CO 40 bn US GIANT

• WITH APOTHECARIES LTD
• (DELHI, CRO)
• CLINICAL TRIALS ACROSS 20 CENTERS IN INDIA FOR
  ANTIBIOTIC , CANCER

32
SRL-RANBAXY IN TIE-UP WITH UK HOSPITALS GROUP

• PATHOLOGY TESTING IN INDIA
• NINE LABS IN INDIA, MAIN LAB IN MUMBAI

33
CCMB SPOTS GENETIC JACKPOT IN INDIA

• WITH ITS 4,635 ANTHROPOLOGICALLY WELL-DEFINED
  ENDOGAMOUS POPULATIONS
• OF WHICH 532 ARE TRIBES, INCLUDING 72 PRIMITIVE
  POPULATIONS, INDIA IS A BIGGER LABORATORY THAN
  ICELAND TO STUDY POPULATION/COMMUNITY-BASED
  GENETIC DISEASES.
• BIOCON CHAIRMAN KIRAN MAZUMDAR-SHAW ARGUES THAT
  THE COUNTRYS UNIQUE GENE POOLS ARE GOLD MINES.
• ABOUT 50 MILLION INDIVIDUALS ARE AFFECTED WITH
  GENETIC DISEASES IN INDIA.

34
GSK BIO TARGETS INDIA FOR R D

• GLAXO SMITH KLINE BIOLOGICALS, THE VACCINE
  BUSINESS OF GLAXO SMITH KLINE (GSK), WILL MAKE
  INDIA A GLOBAL HUB FOR CLINICAL RESEARCH AND
  DEVELOPMENT
• HI-TECH VACCINES FOR AIDS, DENGUE, MALARIA AND TB
• THE TB VACCINE TO START PHASE II TRIALS IN INDIA

35

• PEP PILLSANDOZ INVESTS 13M IN THIRD FACILITY IN
  INDIA.
• ROCHE DIAGNOSTICS EYES INDIA FOR PRODUCTION,
  RD.

36
GE HEALTHCARE

• SOME OF US GROW UP TO BE ENGINEERS OR DOCTORS
• SOME OF US GROW UP TO BE BOTH !
• MEDICAL IMAGING AND INFORMATION TECHNOLOGIES
• MEDICAL DIAGNOSTICS
• PATIENT MONITORING SYSTEMS, DISEASE RESEARCH,
  DRUG DISCOVERY AND BIOPHARMACEUTICALS
• EARLY DETECTION OF DISEASE AND TREATMENT OF
  CONDITIONS LIKE CANCER, ALZHEIMERS AND
  CARDIOVASCULAR DISEASES
• GTO INDIA HAS OVER 90 PATENTS TO ITS CREDIT AND
  OVER 100 INVENTION DISCLOSURES IN THE YEAR 2003
  ALONE.

37
GENETICS SPECIALTIES LAUNCHED

• CANCER GENETICS, A BIOTECHNOLOGY COMPANY BASED IN
  THE US, HAS ANNOUNCED THE LAUNCH OF GENETICS
  SPECIALTIES IN BANGALORE.
• GENETIC DIAGNOSTIC TOOL FOR INDIAN HEALTH MARKET

38
GM RESEARCH THRIVING IN INDIAN ACADEMIA

• WHEAT, RICE, SUGARCANE, TOBACCO BANANA, VEGIES,
  POTATO, OIL SEEDS
• 15 MILLION/YEAR GOVT. LABS
• Vs
• 10 MILLION/ YEAR BY SEED COST,
• 20 GOVT. INSTITUTES ON 16 CROPS
• SEVERAL PRIVATE COMPANIES ON 10 CROPS
• IARI, JNU, NCPGR, U. DELHI, MKU, SRI (CBE),
  NBRI, TNAU, ICRISAT.

39
ICRISAT, HYDERABAD

• WORLDS FIRST TRANSGENIC GROUNDNUT RESISTANCE
  TO INDIAN PEANUT CLAMP VIRUS ROSETTE DISEASE IN
  AFRICA
• TRANSGENIC BT PIGEONPEA, CHICKPEA

40
GM CROPS RESEARCH IN INDIA

• RALLIS INDIA (TATAS)
• RASI, NUSIVEEDU, NAVBHARAT, ANKUR, METAHELIX,
  AVESTHAGEN
• INDO-AMERICAN HYBRID SEEDS
• MONSANTO/MAHICO
• SYNGENTA (SWISS)
• BAYER/ PROAGRO(GERMANY)

41
GM COTTON WILL TREBLE

• TO 3.3 m Acres !
• (FROM 1.0 m Acres)
• INDIA LARGEST COTTON ACREAGE
• BUT VERY LOW PRODUCTION/ACRE
• GM SURGE MOSTLY ILLEGAL PLANTING

42
THE LAS VEGAS PILL

• PFIZERS ANGINA DRUG TEST !
• MALE VOLUNTEERS NOTED UNUSUAL CONSEQUENCE
• COMPOUND UK - 92480 BECAME VIAGRA
• USE OF DOPAMINE AGONISTS COMPULSIVE GAMBLERS,
  ALCOHOLICS, GLUTTONS, SEX PESTS

43
BORED WITH BREAD AND BUTTER BIOTECH !GO MAKE
GREAT WINES !

• SIX BANKERS (INCLUDING TWO INDIANS) LEGENDARY
  MEAL AT CELEBRATED CHEF GORDON RAMSAYS PETRUS
  RESTAURANT IN LONDON SPLASHED 44000
• CERTIFIED MOST EXPENSIVE MEAL BY GUINESS BOOK OF
  RECORDS
• 1947 CHATEAU PETRUS BORDEAUX 12300 (Rs.10
  LAKHS)
• TWO WINES 11600 AND 9400

44
NICHOLAS PIRAMAL PLANS BIG DIAGNOSTICS PUSH
HAS SIGNED ALLIANCES WITH DIASYS GMBH, A GERMAN
FIRM, HYPOGUARD, A UK-BASED COMPANY PART OF THE
MEDISYS GROUP, AND CHOLESTECH, A US-BASED
COMPANY.
45
INDIA ON TOP

• RELIANCE INDUSTRIES IS THE WORLDS
• 2ND LARGEST PRODUCER OF POLYFIBER AND YARN
• 3RD LARGEST PRODUCER OF PARAXYLENE
• 5TH LARGEST PRODUCER OF PURIFIED TEREPTHALIC ACID
  (PTA)
• IT COMBINES THE PEPTIDE PRODUCTION CAPABILITIES
  OF BIOCON WITH THE PEPTIDE BASED ORAL-DELIVERY
  TECHNOLOGY OF NOBEX.
• BIOCON TIES UP WITH VACCINEX FOR ANTIBODIES
• BIOCON WITH ROCHESTER (NEW YORK) - BASED VACCINEX
  TO PURSUE DEVELOPMENT OF THERAPEUTIC MONOCLONAL
  ANTIBODIES (MAbs) TO ADD TO THEIR DISCOVERY
  PIPELINE.
• GLOBAL PROJECTED SALES OF MAbs IS EXPECTED TO
  TOUCH 13 bn BY 2010

46
THE SCRIPTING OF INDIA NO.1

• THE LIST OF DESI COS POSSESSING WORLD CLASS SIZE
  AND SCALES GROWING
• UB GROUP, WHICH WITH THE ACQUITION OF SHAW
  WALLACE HAS BECOME THE SECOND LARGEST LIQUOR
  COMPANY IN THE WORLD AFTER DIAGEO
• HERO HONDA IS SET TO END THE CURRENT FISCAL AS
  THE LARGEST TWO WHEELER COMPANY IN THE WORLD FOR
  THE FOURTH YEAR IN SUCCESSION.
• HERO GROUP COMPANY, HERO CYCLES, IS THE LARGEST
  COMPANY WITH ANNUAL PRODUCTION OF 5.4 mn BICYCLES
• ESSEL PROPACK IS THE WORLDS LARGEST MANUFACTURER
  OF LAMINATED TUBES.
• GLOBAL MARKETSHARE OF MORE THAN 30, HAS
  MANUFACTURING FACILITIES IN CHINA,USA,GERMANY,MEXI
  CO,COLUMBIA, VENEZUELA, PHILIPPINES, INDONESIA,
  EGYPT AND NEPAL.
• BHARAT FORGE IS THE WORLDS SECOND LARGEST
  COMPANY
• SUNDARAM FASTENERS IS THE WORLDS THIRD LARGEST
  BRAKE LINING, FASTENER AND RADIATOR CAPS
  MANUFACTURERS
• TATA TEA AND ITS SUBSIDIARY TATA TETLEY TOGETHER
  CONSTITUTE THE SECOND LARGEST BRANDED PORTFOLIO
  IN THE WORLD.

47
STRAND IN DEAL WITH US CO FOR MICROARRAY PLATFORM

• HAS ENTERED INTO AN AGREEMENT WITH US MAJOR
  AFFYMETRIX,
• FOR PROVIDING MICROARRAY PLATFORM
• MICROARRAYS ARE POWERFUL TOOLS THAT ALLOW
  SCIENTISTS
• TO MEASURE AND COMPARE THE EXPRESSION
  LEVELS OF
• THOUSANDS OF GENES IN A SINGLE EXPERIMENT.

48
CONTRACT RESEARCH AND AMNUFACTURING(CRAM)

• TCS
• INFOSYS
• WIPRO
• HCL TECHNOLOGIES
• ITTIAM
• SASKEN
• BIOCON
• SHASUN
• DIVIS

49
INDIAN MULTINATIONALS

• MANY INDIAN COMPANIES IN DRAGON COUNTRY !
• INFOSYS, TCS, SUNDARAM FASTENERS, BHARAT FORGE
• RANBAXY NOW SELLS MORE ABROAD THAN IN INDIA
• HAS SUBSIDIES IN MORE THAN 12 COUNTRIES

50
SHASUN HIKES CONTRACT THRUST

• USFDA-COMPLAINT RD (RESEARCH AND DEVELOPMENT)
  CENTRE NEAR CHENNAI AT AN INVESTMENT OF ABOUT
  RS.35 CRORE.
• THE NEW FACILITY WOULD HOUSE ABOUT EIGHT
  LABORATORIES AND NEARLY 300 SCIENTISTS.

51
(No Transcript)
52
CCMB SPOTS GENETIC JACKPOT IN INDIA

• WITH ITS 4,635 ANTHROPOLOGICALLY WELL-DEFINED
  ENDOGAMOUS POPULATIONS-OF WHICH 532 ARE
  TRIBES, INCLUDING 72 PRIMITIVE POPULATIONS, INDIA
  IS A BIGGER LABORATORY THAN ICELAND TO STUDY
  POPULATION/COMMUNITY-BASED GENETIC DISEASES.
• BIOCON CHAIRMAN KIRAN MAZUMDAR-SHAW ARGUES THAT
  THE COUNTRYS UNIQUE GENE POOLS ARE GOLD MINES.
• ABOUT 50 MILLION INDIVIDUALS ARE AFFECTED WITH
  GENETIC DISEASES IN INDIA.

53

• PEP PILL SANDOZ INVESTS 13M IN THIRD FACILITY
  IN INDIA.
• ROCHE DIAGNOSTICS EYES INDIA FOR PRODUCTION, RD.