CYAD JP Morgan Itinerary
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Corporate Access Event January 11 - 14, 2016 Meeting Schedule, January 11th – 14th San Francisco, CA French Biotech Co. CEO, CFO VP Business Development Strategic Advisor Immuno-Oncology Company Meeting Location: Sir Francis Drake Hotel Room # 450 P owell Street San Franc isco, CA If questions should arise, please contact: Andrew McDonald Mobile: Email: [email protected] Angela Qian Mobile: Email: [email protected] -1 Corporate Access Event January 11 - 14, 2016 MEETINGS Note: (*) indicates that this meeting time is double-booked. Meeting Time Room Meeting With Note Type Monday, January 11, 2016 08:00-09:00 am Sir Francis Drake (450 1x1 Aquilo Capital Powell St), Room 530 Patrick Rivers 09:00-10:00 am Sir Francis Drake (450 1x1 Auriga Capital Powell St), Room 530 Glen Losev 10:00-11:00 am Hotel Nikko (222 Mason 1x1 Takeda St), 25th Floor, Bay Kiran Philip View Room 11:00-12:00 pm Sir Francis Drake (450 1x1 Granite Investment Partners LAST MINUTE Powell St), Room 530 Jeffrey Hoo CANCELLATION 12:00-1:00 pm Marriott Marquis (780 1x1 AbbVie Onsite Contact: Mission St), Salon 14 Niels Emmerich Tiffany Cincotta-Janzen, (847) 393-5723 01:30-02:00 pm Sir Francis Drake (450 1x1 Alpine BioVentures, GP LLC Powell St), Room 530 David Miller 03:00-03:30 pm Sir Francis Drake (450 1x1 Tara Capital Grp Powell St), Room 530 Dhesh Govender 04:00-05:00 pm Sir Francis Drake (450 1x1 EVOLUTION Life Science Partners Powell St), Room 530 Anton Gueth Tuesday, January 12, 2016 07:00-08:30 am* Breakfast Fierce Biotech Big Data Breakfast CEO will attend. 07:00-09:00 am* Breakfast BCG's Gene Editing Event will attend. 09:30-10:00 am Parc 55 San Francisco 1x1 Edison (55 Cryil Magnin St) Melissa Mayfield 10:30-11:30 am* Fairmont Hotel (950 1x1 Novartis Mason St) 11:00-11:30 am* Sir Francis Drake (450 1x1 Silicon Valley Bank Powell St), Room 530 Nooman Haque 11:30-12:00 pm Sir Francis Drake (450 1x1 Syncona Partners Powell St), Room 530 Tim Funnell 12:00-12:45 pm* Marriott Marquis (780 1x1 Roche Partnering/Oncology Mission St), Foothill G2 Scott Moorefield, Dr. Barbara Room (Atrium Level) Lueckel 12:00-01:00 pm* Clift Hotel (495 Geary 1x1 Cowen and Company, LLC -2 Corporate Access Event January 11 - 14, 2016 St) Chris Swindle 01:00-01:45 pm W Hotel San Francisco 1x1 Pfizer (181 Third Street) 02:15-03:00 pm Sir Francis Drake (450 1x1 Jefferies Powell St), Room 530 Biren Amin 03:00-04:00 pm* Sir Francis Drake (450 1x1 Mossrock Powell St), Room 530 Thomas Malley 03:15-06:30 pm* Hilton Union Square Lecture Dr. Carl June's CRISPR/Cas9 (333 O'Farrell Street) Lecture 04:00-05:00 pm* TBD (per Petra) 1x1 ViroMed Co. Sheila Yi 04:30-05:00 pm* Sir Francis Drake (450 1x1 BAML Powell St), Room 530 Sara Blum 05:00-06:00 pm* Carlton Hotel (1075 1x1 Recordati Sutter St) Pier Paolo Ferlenga 05:30-06:00 pm* Sir Francis Drake (450 1x1 Lake Street Powell St), Room 530 Bruce Jackson Wednesday, January 13, 2016 06:30-07:30 am* ANZU at Hotel Nikko 1x1 NeoChord (222 Mason St) David Chung 07:00-08:00 am* Sir Francis Drake (450 1x1 Hillhouse Capital Group Powell St), Room 530 JQ Li 08:00-08:30 am Sir Francis Drake (450 1x1 Piper Jaffray Powell St), Room 530 Ted Tenthoff 08:30-09:00 am Sir Francis Drake (450 1x1 BMO Powell St), Room 530 Svetlana Makhni 09:00-10:00 am Sir Francis Drake (450 1x1 venBio Powell St), Room 530 Andy Washkowitz 10:00-11:00 am Sir Francis Drake (450 1x1 DAFNA Capital Management Powell St), Room 530 Nathan Fischel 11:00-12:00 pm Sir Francis Drake (450 1x1 LoneStar Heart, Inc. Powell St), Room 530 Frank Ahmann and Olav Bergheim 12:00-01:00 pm Sir Francis Drake (450 1x1 J.P. Morgan Powell St), Room 530 Cailin McGurk 01:00-01:30 pm Sir Francis Drake (450 1x1 Sphera Fund Powell St), Room 530 Hagai Schor 01:30-02:00 pm Sir Francis Drake (450 1x1 Ridgeback Capital Powell St), Room 530 Matt Mezvinsky 02:00-02:30 pm Sir Francis Drake (450 1x1 Juventas Therapeutics, Inc. Powell St), Room 530 Rahul Aras 03:00-04:00 pm* Sir Francis Drake (450 1x1 Wells Fargo Securities -3 Corporate Access Event January 11 - 14, 2016 Powell St), Room 530 Marisa Frackman 03:00-04:00 pm* Sir Francis Drake (450 1x1 RS Investments Powell St), Room 530 Christopher Clark 04:00-04:30 pm* Sir Francis Drake (450 1x1 Chardan Capital Powell St), Room 530 Gbola Amusa 04:00-04:45 pm* TBD 1x1 UBS Ross Hammerman 04:30-05:00 pm* Sir Francis Drake (450 1x1 Great Point Partners, LLC Powell St), Room 902 Brett Erkman 06:00-07:00 pm* Sir Francis Drake (450 1x1 Ono Pharma Powell St), Room 530 Toichi Takino 06:00-07:00 pm* Four Seasons Hotel 1x1 Cantor Fitzgerald (757 Market St) Veet Misra Thursday, January 14, 2016 08:30-09:15 am Sir Francis Drake (450 1x1 TxCell S.A. Powell St) Miguel Forte 10:00-11:00 am Hilton Union Square 1x1 Baxalta (333 O’Farrell Street) Karla Valentin and Stefan Krauss -4 Corporate Access Event January 11 - 14, 2016 BACKGROUNDS FOR MEETINGS AQUILO CAPITAL MANAGEMENT, LLC Patrick Rivers, Buy Side Analyst 415-635-0141 Rivers is an analyst at Aquilo Capital Management, LLC. He joined the firm in June 2014. Previously, Rivers was associated with Sutro Biopharma, Exelixis and Xoma. He received a BS in Chemical Engineering at UCLA and is an MBA candidate at UC Berkeley’s Haas School of Business. Aquilo Capital Management, LLC invests in global biotechnology stocks across all market capitalizations. The firm employs: (a) fundamental; (b) technical; and, (c) charting analysis. Aquilo Capital meets with management. The firm relies on a combination of in-house analysis and sell-side research. Aquilo Capital seeks long only approach to select stocks. AURIGA CAPITAL MANAGEMENT, LLC Glen Losev 646-998-6474 [email protected] Losev is a director and a senior analyst at Auriga Capital Management, LLC. Previously, he was a senior analyst at WallachBeth Capital, LLC (August 2012 - July 2013). Prior to that, Losev was an analyst at Auriga USA, LLC (August 2011-July 2012). Before that, he was an associate at The Griswold Company, Inc. Prior to that, Losev was a research associate at CitiGroup Global Markets, Inc (October 2006-June 2008). Before that, he was an analyst at Oppenheimer & Company, Inc. (October 1999-October 2006). Prior to that, Losev was an analyst at SG Pacific Asset Management (September 1996-August 1999). Losev received a BBA in Finance from Lubin School of Business at Pace University and a BA in Sociology from New York University (NYU). Auriga Capital Management, LLC invests in U.S. stocks across all market capitalizations in healthcare and technology sectors. The firm employs sector specific long/short strategy to pick the stocks for its portfolios. Top 10 Holdings (USD, mm) Company Value Value Change % Port Novavax, Inc. 2.16 2.16 9.46% Heron Therapeutics, Inc. 1.50 -4.04 6.57% Aerie Pharmaceuticals, Inc. 1.40 1.40 6.12% Cerulean Pharma, Inc. 1.36 0.35 5.96% Stemline Therapeutics, Inc. 1.22 0.80 5.35% Juno Therapeutics, Inc. 1.22 1.22 5.32% -5 Corporate Access Event January 11 - 14, 2016 Colucid Pharmaceuticals, Inc. 1.08 1.08 4.71% Sunesis Pharmaceuticals, Inc. 1.02 1.02 4.48% Humana, Inc. 0.96 0.96 4.18% Xoma Corp. 0.89 0.46 3.89% GRANITE INVESTMENT PARTNERS, LLC – LAST MINUTE CANCELLATION Jeffrey “Jeff” Hoo, Portfolio Manager 310-341-7140 [email protected] Hoo is a principal, portfolio manager and an analyst at Granite Investment Partners, LLC. He joined the firm in April 2011. Previously, Hoo was a principal, portfolio manager, and a senior analyst at Transamerica Investment Management, LLC (August 2005 - March 2011). Prior to that, he was a principal and a portfolio manager at Westcap Investors, LLC (June 1997 - August 2005). Before that, Hoo was a finance manager at Sony Pictures Entertainment and an auditor at KPMG Peat Marwick. He received a BA from Duke University ('90) and an MBA from the University of California, Los Angeles (UCLA) ('98). Granite Investment Partners, LLC (GIP) invests in U.S. growth and value stocks across all market capitalizations and sectors. The firm use fundamental analysis seeking stocks with superior business models exhibiting catalysts for positive change, which can result in rapid growth in earnings and revenue and discretionary free cash flow. Significant emphasis is placed on prudent and visionary managements with past records of success that act in the best interest of shareholders. Top 10 Holdings (USD, mm) Value Company Value % Port Change Bank of the Ozarks Inc 7.09 0.88 0.89% ISHARES TR RUSSELL 2000 INDEX FUND 6.08 0.68 0.76% ABIOMED, Inc. 6.06 <.01 0.76% Callidus Software Inc. 5.93 0.26 0.74% Monro Muffler Brake, Inc. 5.73 0.92 0.72% The Ultimate Software Group, Inc. 5.65 -0.52 0.71% Tyler Technologies, Inc. 5.15 0.69 0.65% Pool Corporation 5.03 0.00 0.63% Stamps.com Inc. 5.02 -0.41 0.63% Clovis Oncology, Inc. 4.94 0.41 0.62% ALPINE BIOVENTURES, LLC David Mille, Portfolio Manager -6 Corporate Access Event January 11 - 14, 2016 206-441-5064 [email protected] Miller is a portfolio manager and proxy contact at Alpine BioVentures, LLC.