Investor Presentaiton
1
Specialty Pharmaceuticals
Leading Market Positions Across Business Lines, with High Barriers To
Entry For Specialty Pharmaceuticals
Radio
pharma
Allergy Therapy
Products
CMO
Highlights
#3 radiopharmaceuticals manufacturer in the US (1)
#2 commercial radiopharmacy network in the US (1)
Specialists in lung, thyroid, bone and cardiac imaging products
✓ Sole supplier with 100% market share in the US in MAA and DTPA (1)
✓ Currently the only FDA approved supplier of I-131 (Thyroid) in the market
✓
Received two 505(b)(2) approvals for RUBYFILL® and DraxImage Exametazime
#2 player in the allergenic extract market in the US (1)
Product range of 200+ different allergenic extracts, six insect venom products and
exclusive skin diagnostic testing devices
Sole producer and supplier of venom products in the US(1)
Serves 7 out of the top 20 pharmaceuticals companies globally based on revenue (1)
Deep and long-term relationships with our top 10 customers
✓ At least 10 years of business relationships with 6 of our top 10 customers
Entry Barriers
Extensive regulatory and licensing requirements
Capital intensive nature of the business
Vertical Integration with commercial radiopharmacy
business
Biotechnology products with grandfather status; new
products require an NDA
Niche US allergen extract market
Limited number of manufacturers with the requisite know-
how for sterile injectables
Proximity to customers
Technical expertise required to develop products, obtain
licensing and regulatory approvals
LSI
Generics
CDMO
APIS
Solid Dosage
Formulations
One of the market leaders in the US for several key API products
Oxcarbazepine (global market share at c.30%)
Carbamazepine (global market share at c.20%) and others
55 products across the, US, Europe, Canada, Australia and the rest of the world (2)
#1 player in 4 products with over 45% share in each of the three products
Amongst top 3 players in another 2 products
Speciality
Intermediates and
Global leadership position in Pyridines & derivatives
Second largest producer globally in Vitamin B3
Leader in 11 fine ingredients products
Nutritional
Products
Life Science
Chemicals
Globally top 4 in Acetic Anhydride (Merchant Sales)
Globally #7 in Ethyl Acetate
(1) According to Frost & Sullivan - Independent Market Research on the Radiopharmaceutical Industry, US Radiopharmacy Chain, US Contract Manufacturing Organisation Industry, US Allergy Immuno Therapy Industry and the
Global and US Generic Pharmaceutical Industry; (2) As of June 30, 2019
JUBILANT
PHARMAView entire presentation