CEPH – Cephalon CEO Frank Baldino, Interviewed by Eric Schmidt

• Chapters
• 1. Cephalon’s Growth Drivers and Promising Market Opportunities for Amrix, Treanda
• 2. Cephalon’s Provigil Cash Cow Running Out of Milk, But Growth Continues With New Products, Indications, and Geographical Markets

1. Cephalon’s Growth Drivers and Promising Market Opportunities for Amrix, Treanda

Frank Baldino, CEO of Cephalon gives a quick overview of the company’s financial status and comments on Treanda’s recent approval for non-Hodgkin lymphoma (NHL). Interviewed by Eric Schmidt, Senior Biotechnology Analyst at Cowen, Frank comments on the high pricing of Treanda, the implication with respect to patients and payors, and the use of Treanda in earlier lines of treatment. Eric also asks Frank about the opportunity for Amrix, how it compares to Flexeril in the musculoskeletal pain market, and what the plans are for marketing the drug Amrix (given Cephalon has limited marketing experience in competitive markets).

2. Cephalon’s Provigil Cash Cow Running Out of Milk, But Growth Continues With New Products, Indications, and Geographical Markets

Once Provigil reaches the end of it’s patent, how will Nuvigil compete against it’s mother compound in the wakefulness market? Frank Baldino and Eric Schmidt discuss Nuvigil’s improved formula as well as the new markets it plans to reach. Frank and Eric also discuss the management of Cephalon’s substantial net earnings in investment vs. EPS. Frank comments on the future reduction of growth in US markets, as healthcare cost are being curbed. However, Cephalon is building an infrastructure to gain rapid access to the Chinese marketplace, which could be a strong growth driver in the years to come.

Featuring:

• Frank Baldino, Jr. Chairman & Chief Executive Officer
• Eric Schmidt, Biotechnology Analyst & Managing Director, Cowen and Company

DISCLAIMER: VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK.

DISCLOSURES FOR SCHMIDT, CEPH: – 1) Any financial interest held by the analyst, member(s) of his team, or his household members: No – 2) Firm and affiliates 1% or more ownership interest: No – 3) Any other material conflict of interest: No – 4) Subject company a client of the firms or its affiliates: No – 5) Position as officer or director of the company: No – 6) Analyst received compensation from company: No – 7) Cowen and Company received compensation from company: No

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