The investors perspective Joep Muijrers, Ph.D. Partner LSP EMA / - - PowerPoint PPT Presentation

the investor s perspective
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The investors perspective Joep Muijrers, Ph.D. Partner LSP EMA / - - PowerPoint PPT Presentation

The investors perspective Joep Muijrers, Ph.D. Partner LSP EMA / EBE Fifth Annual Regulatory Conference London, December 16 th , 2016 Should you care about what investors think? We provide a major amount of funding for innovation


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Joep Muijrers, Ph.D. Partner LSP

EMA / EBE Fifth Annual Regulatory Conference London, December 16th, 2016

The investor’s perspective

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Should you care about what investors think?

We provide a major amount of funding for innovation… … and tend to be demanding of our money!

Source: BioCentury, Bloomberg.

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Some observations

  • The level of innovation regarding ATMPs has never been higher
  • A sharp increase in investment opportunities during the past few years

has allowed investors to become even more selective

  • We tend to move in herds, and our preferences change over time
  • Access to capital remains much more restrictive for European SMEs as

compared to those in the US

  • Investors and other stakeholders do not interact sufficiently
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Many things to discuss

  • What are the areas of highest unmet medical need?
  • Where do we stand in the current pricing debate?
  • What do we think of the improved patient access initiatives?
  • What are our views on risk/benefit and on risk level acceptability?
  • Is sufficient capital available to fund tomorrow’s innovations?
  • Etc. etc. etc.
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Let’s talk!

If we are willing to:

  • Respect each other’s boundaries (confidentiality)
  • Engage informally - Chatham House Rules
  • Actively contribute and learn from each other

… then count me in! jmuijrers@lspvc.com