CYAD JP Morgan Itinerary

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 Powell Street San Francisco, CA If questions should arise, please contact: Andrew McDonald Mobile: Email: <a href="mailto:[email protected]" target="_blank">[email protected] </a>Angela Qian Mobile: Email: <a href="mailto:[email protected]" target="_blank">[email protected] </a>-1 Corporate Access Event January 11 - 14, 2016 MEETINGS Note: (*) indicates that this meeting time is double-booked. Meeting Type <ul style="display: flex;"><li style="flex:1">Time </li><li style="flex:1">Room </li><li style="flex:1">Meeting With </li><li style="flex:1">Note </li></ul>Monday, January 11, 2016 08:00-09:00 am 09:00-10:00 am 10:00-11:00 am Sir Francis Drake (450 1x1 Powell St), Room 530 Aquilo Capital Patrick Rivers Sir Francis Drake (450 1x1 Powell St), Room 530 Auriga Capital Glen Losev Hotel Nikko (222 Mason 1x1 St), 25th Floor, Bay View Room Takeda Kiran Philip 11:00-12:00 pm 12:00-1:00 pm Sir Francis Drake (450 1x1 Powell St), Room 530 Granite Investment Partners Jeffrey Hoo LAST MINUTE CANCELLATION Marriott Marquis (780 Mission St), Salon 14 1x1 AbbVie Niels Emmerich Onsite Contact: Tiffany Cincotta-Janzen, (847) 393-5723 01:30-02:00 pm 03:00-03:30 pm 04:00-05:00 pm Sir Francis Drake (450 1x1 Powell St), Room 530 Alpine BioVentures, GP LLC David Miller Sir Francis Drake (450 1x1 Powell St), Room 530 Tara Capital Grp Dhesh Govender Sir Francis Drake (450 1x1 Powell St), Room 530 EVOLUTION Life Science Partners Anton Gueth Tuesday, January 12, 2016 07:00-08:30 am* 07:00-09:00 am* Breakfast Breakfast Fierce Biotech Big Data Breakfast BCG's Gene Editing Event CEO will attend. will attend. 09:30-10:00 am 10:30-11:30 am* 11:00-11:30 am* 11:30-12:00 pm 12:00-12:45 pm* Parc 55 San Francisco 1x1 (55 Cryil Magnin St) Edison Melissa Mayfield Fairmont Hotel (950 Mason St) 1x1 Novartis Sir Francis Drake (450 1x1 Powell St), Room 530 Silicon Valley Bank Nooman Haque Sir Francis Drake (450 1x1 Powell St), Room 530 Syncona Partners Tim Funnell Marriott Marquis (780 Mission St), Foothill G2 Room (Atrium Level) 1x1 Roche Partnering/Oncology Scott Moorefield, Dr. Barbara Lueckel <ul style="display: flex;"><li style="flex:1">12:00-01:00 pm* </li><li style="flex:1">Clift Hotel (495 Geary </li><li style="flex:1">1x1 </li></ul>Cowen and Company, LLC -2 Corporate Access Event January 11 - 14, 2016 <ul style="display: flex;"><li style="flex:1">St) </li><li style="flex:1">Chris Swindle </li></ul>01:00-01:45 pm 02:15-03:00 pm 03:00-04:00 pm* 03:15-06:30 pm* 04:00-05:00 pm* 04:30-05:00 pm* 05:00-06:00 pm* 05:30-06:00 pm* W Hotel San Francisco 1x1 (181 Third Street) Pfizer Sir Francis Drake (450 1x1 Powell St), Room 530 Jefferies Biren Amin Sir Francis Drake (450 1x1 Powell St), Room 530 Mossrock Thomas Malley Hilton Union Square (333 O'Farrell Street) Lecture Dr. Carl June's CRISPR/Cas9 Lecture <ul style="display: flex;"><li style="flex:1">TBD (per Petra) </li><li style="flex:1">1x1 </li></ul>ViroMed Co. Sheila Yi Sir Francis Drake (450 1x1 Powell St), Room 530 BAML Sara Blum Carlton Hotel (1075 Sutter St) 1x1 Recordati Pier Paolo Ferlenga Sir Francis Drake (450 1x1 Powell St), Room 530 Lake Street Bruce Jackson Wednesday, January 13, 2016 06:30-07:30 am* 07:00-08:00 am* 08:00-08:30 am 08:30-09:00 am 09:00-10:00 am 10:00-11:00 am 11:00-12:00 pm 12:00-01:00 pm 01:00-01:30 pm 01:30-02:00 pm 02:00-02:30 pm 03:00-04:00 pm* ANZU at Hotel Nikko (222 Mason St) 1x1 NeoChord David Chung Sir Francis Drake (450 1x1 Powell St), Room 530 Hillhouse Capital Group JQ Li Sir Francis Drake (450 1x1 Powell St), Room 530 Piper Jaffray Ted Tenthoff Sir Francis Drake (450 1x1 Powell St), Room 530 BMO Svetlana Makhni Sir Francis Drake (450 1x1 Powell St), Room 530 venBio Andy Washkowitz Sir Francis Drake (450 1x1 Powell St), Room 530 DAFNA Capital Management Nathan Fischel Sir Francis Drake (450 1x1 Powell St), Room 530 LoneStar Heart, Inc. Frank Ahmann and Olav Bergheim Sir Francis Drake (450 1x1 Powell St), Room 530 J.P. Morgan Cailin McGurk Sir Francis Drake (450 1x1 Powell St), Room 530 Sphera Fund Hagai Schor Sir Francis Drake (450 1x1 Powell St), Room 530 Ridgeback Capital Matt Mezvinsky Sir Francis Drake (450 1x1 Powell St), Room 530 Juventas Therapeutics, Inc. Rahul Aras Sir Francis Drake (450 1x1 Wells Fargo Securities -3 Corporate Access Event January 11 - 14, 2016 <ul style="display: flex;"><li style="flex:1">Powell St), Room 530 </li><li style="flex:1">Marisa Frackman </li></ul>03:00-04:00 pm* 04:00-04:30 pm* 04:00-04:45 pm* 04:30-05:00 pm* 06:00-07:00 pm* 06:00-07:00 pm* Sir Francis Drake (450 1x1 Powell St), Room 530 RS Investments Christopher Clark Sir Francis Drake (450 1x1 Powell St), Room 530 Chardan Capital Gbola Amusa <ul style="display: flex;"><li style="flex:1">TBD </li><li style="flex:1">1x1 </li></ul>UBS Ross Hammerman Sir Francis Drake (450 1x1 Powell St), Room 902 Great Point Partners, LLC Brett Erkman Sir Francis Drake (450 1x1 Powell St), Room 530 Ono Pharma Toichi Takino Four Seasons Hotel (757 Market St) 1x1 Cantor Fitzgerald Veet Misra Thursday, January 14, 2016 08:30-09:15 am 10:00-11:00 am Sir Francis Drake (450 1x1 Powell St) TxCell S.A. Miguel Forte Hilton Union Square (333 O’Farrell Street) 1x1 Baxalta 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 <a href="mailto:[email protected]" target="_blank">[email protected] </a>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 Novavax, Inc. Value 2.16 1.50 1.40 1.36 1.22 1.22 Value Change% Port 2.16 -4.04 1.40 0.35 0.80 1.22 9.46% 6.57% 6.12% 5.96% 5.35% 5.32% Heron Therapeutics, Inc. Aerie Pharmaceuticals, Inc. Cerulean Pharma, Inc. Stemline Therapeutics, Inc. Juno Therapeutics, Inc. -5 Corporate Access Event January 11 - 14, 2016 Colucid Pharmaceuticals, Inc. Sunesis Pharmaceuticals, Inc. Humana, Inc. 1.08 1.02 0.96 0.89 1.08 1.02 0.96 0.46 4.71% 4.48% 4.18% <ul style="display: flex;"><li style="flex:1">3.89% </li><li style="flex:1">Xoma Corp. </li></ul>GRANITE INVESTMENT PARTNERS, LLC – LAST MINUTE CANCELLATION Jeffrey “Jeff” Hoo, Portfolio Manager 310-341-7140 <a href="mailto:[email protected]" target="_blank">[email protected] </a>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 <ul style="display: flex;"><li style="flex:1">Company </li><li style="flex:1">Value </li><li style="flex:1">% Port </li></ul>Change <ul style="display: flex;"><li style="flex:1">0.88 </li><li style="flex:1">Bank of the Ozarks Inc </li></ul>ISHARES TR RUSSELL 2000 INDEX FUND ABIOMED, Inc. 7.09 6.08 6.06 5.93 5.73 5.65 5.15 5.03 5.02 4.94 0.89% 0.76% 0.76% 0.74% 0.72% 0.71% 0.65% 0.63% 0.63% 0.62% 0.68 <.01 <ul style="display: flex;"><li style="flex:1">0.26 </li><li style="flex:1">Callidus Software Inc. </li></ul>Monro Muffler Brake, Inc. The Ultimate Software Group, Inc. Tyler Technologies, Inc. Pool Corporation 0.92 -0.52 0.69 0.00 Stamps.com Inc. Clovis Oncology, Inc. -0.41 0.41 ALPINE BIOVENTURES, LLC David Mille, Portfolio Manager -6 Corporate Access Event January 11 - 14, 2016 206-441-5064 <a href="mailto:[email protected]" target="_blank">[email protected] </a>Miller is a portfolio manager and proxy contact at Alpine BioVentures, LLC. He joined the firm in August 2013. Previously, Miller was the co-founder, president, analyst and CEO of Biotechnology Stock Research, LLC. Prior to that, he was a co-founder of entrepreneurs workshop course at University of Washington, Bothell (2001 - 2010). Before that, Miller worked for Seattle Campaign (November 2008 - August 2009). Prior to that, he was an adjunct professor at University of Washington, Bothell (2002 - 2003). Before that, Miller was the CEO at Versidata (1991 - 1998). He received a BA in Communications from Western Washington University ('90). Alpine BioVentures, LLC invests in U.S. micro- to mid- capitalization stocks across biotechnology sector. . The firm employs a long/short strategy. Alpine BioVentures conducts internal analysis and uses bulge bracket and independent sell-side research. The firm either meets or speaks on the telephone with management as part of the investment process. Alpine BioVentures is willing to travel. TARA IMMUNO-ONCOLOGY LLC Deshan (Desh) Govender Before Mr. Govender founded Tara Immuno-Oncology in 2014, he served as director biotech and life sciences at Iroquois Capital Management. Earlier in his career he was director of the healthcare practice at Kingsbrook Partners. He holds degrees in molecular biology and biochemistry from Wesleyan University, as well as a master’s degree in biophysics and chemistry from the WM Keck Center for Molecular Electronics at Syracuse University. Tara I-O is a private biopharmaceutical company formed in 2014 to advance novel immuno-oncology assets. Tara I-O has offices in New York, NY, and San Diego, CA. The company is utilizing its biotechnology drug development and business expertise to advance therapies toward registration and commercialization. Management has over 25 years of development experience with a proven track record of drug approvals. EVOLUTION LIFE SCIENCE PARTNERS Anton Gueth Mr. Gueth is a senior leader with nearly 30 years of experience in the healthcare industry in general management, financial management, M&A advisory services, corporate/business development, alliance development and sales and marketing. He has held management roles in Europe, the Middle East, Africa and the United States. He has proven results in income growth, large-scale deal structuring and general management. He is experienced with restructuring of sales and marketing organizations, strategic planning for geographic business units and corporate alliances, and Controlling and Treasury functions. He holds a degree in agricultural economics from Justus Liebig -7 Corporate Access Event January 11 - 14, 2016 University Giessen, and an MPA in public affairs, finance and economics from Indiana University Bloomington. EVOLUTION Life Science Partners is an investment bank focused on the needs of life sciences and healthcare companies. They assist companies throughout their life cycle, including capital raising, licensing/partnering, and M&A. The firm’s work covers the large pharma, biotechnology, medical device, and molecular diagnostic sectors. The firm was formed in 2014 by experienced investment bankers, formerly with firms such as Lehman Brothers, Bear Stearns, Eli Lilly, GlaxoSmithKline, Bain & Company and Burrill Securities. The Firm’s Chairman, Fred Frank, is considered to be the first life sciences specialist in investment banking. He founded the biotechnology practice at Lehman Brothers. The senior bankers at EVOLUTION have an average of 25 Years of investment banking and industry experience, executing hundreds of M&A, partnering and capital raising engagements, with an aggregate deal value in excess of $125 Billion. SILICON VALLEY BANK Nooman Haque Nooman Haque is the Director of Healthcare & Life Sciences with Silicon Valley Bank’s UK Branch. He leads a team dedicated to supporting early, growth-stage and established businesses in all sectors of life sciences. Nooman is responsible for developing new relationships, identifying lending opportunities and working with the global life sciences team to support companies with all aspects of their business. He is actively involved within the sector, sitting on the BIA’s Finance and Tax Committee and is a frequent participant on panel and seminars. Nooman joined Silicon Valley Bank from a venture capital firm in London and previously ran a sovereign wealth fund in Saudi Arabia largely focused on healthcare. His background includes strategic and financial advisory, debt and equity structuring and risk management. Nooman has a Bsc in psychology and Msc in economics, both from the University of London, and an MBA (finance) from Imperial College. He is a member of the British Psychological Society and the Royal Economic Society. SYNCONA PARTNERS Tim Funnell Tim is a Partner of Syncona Partners LLP. Previously, he was a Consultant with the Boston Consulting Group where he focused on Healthcare projects, working with Pharma clients and a Global Health organisation. Tim holds a DPhil in Pharmacology from Oxford University and a MA in Natural Sciences from Cambridge University. Syncona is an evergreen healthcare investment company that identifies and takes an active role in developing technologies to deliver transformative healthcare products. The Company was founded in October 2012 by the Wellcome Trust and all profits from the Syncona Group’s activities will be -8 Corporate Access Event January 11 - 14, 2016 recycled to support the charitable mission of the Trust. The Company focuses on technologies with the potential to significantly impact patients and the delivery of healthcare in the future and its investments to date include companies focused on gene therapy, cell therapy and patient stratification technologies. COWEN & CO Chris Swindle <a href="mailto:[email protected]" target="_blank">[email protected] </a>Mr. Swindle is a Managing Director in the Health Care Investment Banking Group focusing on Biotechnology and Specialty Pharmaceuticals. Mr. Swindle joined Cowen from Wedbush Pacific Growth Life Sciences where he was Managing Director and Head of Health Care Investment Banking. Previously, he was a Managing Director at Pacific Growth Equities focused exclusively on emerging and specialty pharmaceuticals banking efforts. Prior to that role, Mr. Swindle was at Jefferies & Company, Inc. and Leucadia National Corporation. Mr. Swindle holds a B.A. from the University of California, Berkeley. Cowen Group, Inc. is a leading diversified financial services firm providing alternative investment management, investment banking, research, and sales and trading services through its business units, Ramius and Cowen and Company. Its alternative investment management products include hedge funds, fund of funds, real estate funds, healthcare royalty funds, cash management and commodity trading funds, offered primarily under the Ramius name. Cowen and Company offers industry focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Founded in 1918, the firm is headquartered in New York and has offices located in major financial centers around the world. JEFFERIES, LLC. Biren Amin, Analyst 212-284-8162 <a href="mailto:[email protected]" target="_blank">[email protected] </a>Amin is a senior research analyst at Jefferies, LLC. He joined the firm in June 2011. Previously, Amin was an analyst at WJB Capital Group (February 2010-June 2011). Prior to that, he was into biotechnology equity research at FTN Equity Capital (July 2009-February 2010). Before that, Amin was a principal at T-Rx Advisers, LLC (March 2009-July 2009). Prior to that, he was a senior vice president and biotechnology analyst at Stanford Group (November 2005-February 2009). Before that, Amin was an associate analyst at Prudential Equity Group (2004-2005). Prior to that, he was a senior manager, competitive intelligence at Aventis Pharmaceuticals (January 1999-January 2004). Amin received a BS in Pharmacy from the University of the Sciences in Philadelphia, an MS in Pharmacy from Long Island University, and an MBA from the Stern School of Business at New York University (NYU). -9 Corporate Access Event January 11 - 14, 2016 Stocks Covered AAVL, ACRX, ADXS, ALKS, AMPE, ANTH, AQXP, BLCM, CLDX, CLLS, DYAX, EXEL, FWP, GLYC, GTXI, HRTX, IMDZ, KITE, LBIO, MDCO, MDVN, MRTX, NKTR, NLNK, ONTY, REGN, STML, TRVN, VSTM, XENE, XOMA MOSSROCK CAPITAL, LLC Thomas “Tom” Malley, CFA 303-808-4745 <a href="mailto:[email protected]" target="_blank">[email protected] </a>Malley is a president and portfolio manager at Mossrock Capital LLC. He joined the firm in 2007. Malley is also on the board of directors at Project C.U.R.E., Puma Biotechnology, Synageva BioPharma Corp, St. Anthony Health Foundation, and he is also on the board of advisors at Coachman Energy. Previously, Malley was on the board of directors at Craig Hospital (March 2007 - March 2013). Prior to that, he was on the bord of advisors at Caddis Capital (2008 2012). Before that, Malley was on the board of directors at CHI Colorado Foundation (2006 October 2011). Prior to that, he was a member of Keiretsu Forum Denver/Rockies (2007 December 2009). Before that, Malley was on the board of directors at Cougar Biotechnology (2007 2009). Prior to that, he was on the board of directors at St. Anthony's Medical Center (2004 2009). Before that, Malley was a portfolio manager at Janus Capital Group (April 1991 May 2007). He received a degree in Biology from Stanford university (’91). Mossrock Capital, LLC invests in U.S. growth stocks across all market capitalizations and sectors. BANK OF AMERICA SECURITIES-MERRILL LYNCH Sara Blum 646-855-5000 <a href="mailto:[email protected]" target="_blank">[email protected] </a>Blum is a equity research analyst at Bank of America Securities-Merrill Lynch (U.S.) (Research). Before that, she was a treasury analyst at Bank of America Merrill Lynch. Prior to that, Blum was a Intern at Bloomberg Tradebook She attended Northwestern University.

CYAD JP Morgan Itinerary

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