7 - Strategic Partnering Financing Process

Healthios
Capital Formation
Process
BIOPHARMACEUTICALS
MEDTECH & DIAGNOSTICS
Cardiovascular Devices
Prosthetic Heart Valve
Peripheral Vascular Devices
Cardiovascular Monitoring & Diagnostic Devices
Cardiovascular Surgery
Cardiac Rhythm Management
Cardiovascular Prosthetic Devices
Interventional Cardiology
Cardiac Assist Devices
Wound Care Management
Hospital Supplies
Syringes and Needles
Disposable Hospital & Surgical Supplies
Drug Delivery Devices
Inhalation Systems
Needle Free Injections
Infusion Systems
Diabetes Care Devices
Insulin Delivery & Glucose Monitoring
Ophthalmic Devices
Cataract Surgery Devices
Ophthalmic Diagnostic Equipment
Refractive Surgery Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Electrosurgical Devices
Dental Equipment & Accessories
Diagnostic Imaging & MRI Systems
C/T Systems & Mammography Equipment
X-Ray & Ultrasound Systems
Nuclear Imaging Equipment
Contrast Media Injectors
Bone Densitometry
Anesthesia and Respiratory Devices
Anesthesia Machines & Disposables
Respiratory Devices & Disposables
Sleep Apnea Diagnostic Systems
Healthcare IT
Medical Imaging Information Systems
Nephrology and Urology Devices
Renal Dialysis Equipment
Orthopedic Devices
Orthobiologics & Arthroscopy
Joint Reconstruction
Trauma Fixation
Orthopedic Prosthetics
Cranium Maxillofacial Fixation (CMF)
Spinal Surgery
Endoscopy Devices & instruments
Rigid & Flexible Endoscope
In Vitro Diagnostics
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Infectious Immunology
Histology And Cytology
Patient Monitoring
Multiparameter Patient Monitoring
Micro-Electromechanical Systems
Non-invasive Blood Pressure Monitors
Neurology Devices
Neurostimulation Devices
Interventional Neurology
CSF Management
Neurosurgical Products
Radiosurgery
Diabetic Nephropathy
Diabetic Retinopathy
Hypercholesterolemia
Oral Mucositis
Gout
Acute Lymphocytic Leukemia
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Chronic Lymphocytic Leukemia
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Gastrointestinal Stromal Tumors
Head And Neck Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Malignant Mesothelioma
Medullary Thyroid Cancer
Melanoma
Multiple Myeloma
Non-Hodgkin Lymphoma
Non-Small Cell Lung Cancer
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Age Related Macular Degeneration
Keratoconjunctivitis sicca (Dry Eye)
Retinal Vein Occlusion
Acute Respiratory Distress
Syndrome
Sepsis
Staphylococcal Infections
Acute Coronary Syndrome
Angina Pectoris
Atrial Fibrillation
Coronary Artery Disease (CAD)
Critical Limb Ischemia
Hypertension
Pulmonary Arterial Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Obsessive-Compulsive Disorder
Osteoarthritis Pain
Parkinson's Disease
Post-Traumatic Stress Disorder
Restless Legs Syndrome
Schizophrenia
Traumatic Brain Injury
Liver Cirrhosis
Childhood Enuresis
Growth Hormone Disorders
Hyperparathyroidism
Hyperthyroidism
Guillain-Barre Syndrome
Cytomegalovirus
Fungal Infections
Gram-Negative Bacterial Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection
Human Papillomavirus Infections
Staphylococcus Aureus (MRSA)
Table of Contents
I.
Executive Summary
Appendices
II. Stage ONE:
Optimizing the Companys position BEFORE, DURING &
AFTER the Transaction
II.
III.
IV.
V.
VI.
Stage 2:
Stage 3:
Stage 4:
Stage 5:
Stage 6:
Planning the Transaction

Confirming Interest
Capital Markets
Due Diligence
Negotiation & Close
Research. Investment Banking. Healthcare.
Executive Summary
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection
Strategic Alternatives & Financing Process

Healthios transaction process has been perfected exclusively for the emerging growth healthcare
community, integrating proprietary techniques and exclusive resources to optimize certainty,
efficiency and access for the transaction while maximizing outcomes for the Company.
STAGE
ONE
STAGE 2:
Planning
the Transaction
STAGE 3:
Confirming
Interest
STAGE 4:
Capital
Markets
STAGE 5:
Due
Diligence
STAGE 6:
Negotiations &
Close
Xchange Profile
Engagement
Confirming the
Rule Set.
Commercial,
Strategy D.D.
Finalize Terms &

Structure
Document
Development
Positioning &
Communication
Teach-In with
Direct Investors
Technical
Evaluation
File Regulatory
Approvals, if any
Financial Model
to Peak Value
Solicitation &
Follow Up
Management
WebCast
Financial Model
Finalize
Integration Plan
Alternatives
Review
Management
Meetings
Roadshow w/
Mgmt.. & Lead
Organizational
Matters
Final
Documentation
Match, Target &

GeoLocate
Data Room
Establish SPV /
Side Car
Financing
Considerations
Board Approvals
Commitment
Committee
Trending Data,
Activity, Scoring
Syndication &
Allocations
Operating Plan
Deal
Launch
Lead /
L.O.I.
Direct
Investment
Definitive
Agreement
Healthcares Investment Bank
Close
Stage ONE: Before, During, After the Deal

HealthiosXchange enables Emerging Growth healthcare companies to optimize their most
important financing and strategic priorities throughout the entire investment horizon
Company
Profile
EcoSystem
Positioning
Engagement
Relationship
Measures &
Scoring
Selection &
Segmentation
Assembling
EcoSystems
Company
Listings
Presentations &
O/M
KOL /
Market Data
Management &
BOD
Friends &
Followers
Communities &
Groups
Clinical &
Market Research
Tagging
Xchange
LifeLines
Integrated Social
Media
Custom Content
News Flow
Notifications
Private / Public
Valuations
Xchange Live
Hosted Chat
Ratings &
Reviews
Expert Opinion
WebCasts
Targeting &
Tracking
Messaging &
Alerts
Grand Rounds
WebCast
Shark Tank
Xchange
Conferences
18 million Data
Points
3,000 Concurrent
Experiments
Trending &
Activity Scores
Milestones &
Inflection Points
Sentiment &
Prediction
Proprietary Capital Markets Offerings

Healthios offers a range of capital markets solutions to support the financing and
strategic needs of Emerging Growth healthcare companies.
STAGE 2:
Planning
the Transaction
STAGE 3:
Deal
Development
STAGE 4:
Capital
Markets
STAGE
ONE
MANAGED MARKET OFFERING
STAGE 5:
Due
Diligence
STAGE 6:
Negotiations &
Close
Xchange SYNDICATED OFFERING
Comprehensive corporate financing solution
Targeted transaction solution
Managed by senior investment banking team
Parallel to Company-led deal efforts
Complete document management & financial

modeling
Use existing documentation & financials
Unlimited Lead investor targets
(20) active investor targets at all times
Integrated marketing, solicitation & follow-up
User-managed, Xchange-linked marketing
Dedicated capital markets & institutional sales

team
Upon securing Lead investors:

Dedicated capital markets support
Direct investment syndication
Parallel direct investment syndication
Real-time electronic updates
Weekly management & Board reports

Deal
Launch
Lead /
L.O.I.
Direct
Investment
Definitive
Agreement
Close
Xchange Syndicated Offering

TM
The Xchange Syndicated Offering is a exclusive capital markets service which allows Emerging
Growth Companies to manage their own transactions, employing the proprietary capabilities of the
HealthiosXchange to pursue optimal results in a world-class deal environment.
TM
STAGE 2:
Planning
the Transaction
STAGE 3:
Deal
Development
STAGE 4:
Capital
Markets
STAGE 5:
Due
Diligence
STAGE 6:
Negotiations &
Close
Commercial,
Strategy D.D.
Finalize Terms &

Structure
Teach-In with
Direct Investors
Technical
Evaluation
File Regulatory
Approvals, if any
Management
WebCast
Financial Model
Finalize
Integration Plan
Roadshow w/
Mgmt.. & Lead
Organizational
Matters
Final
Documentation
Match, Target &

GeoLocate
Establish SPV /
Side Car
Financing
Considerations
Board Approvals
Commitment
Committee
Syndication &
Allocations
Operating Plan
Direct
Investment
Definitive
Agreement
STAGE
ONE
Confirming the
Rule Set.
Deal
Launch
Lead /
L.O.I.
Close
APPENDICES
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection
STAGE ONE:
Optimizing the
Development Pathway
BEFORE, DURING & AFTER
The Transaction
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection
Stage ONE: Before, During, After the Deal

HealthiosXchange enables Emerging Growth healthcare companies to optimize their most
important financing and strategic priorities throughout the entire investment horizon
Company
Profile
EcoSystem
Positioning
Engagement
Relationship
Measures &
Scoring
Selection &
Segmentation
Assembling
EcoSystems
Company
Listings
Presentations &
O/M
KOL /
Market Data
Management &
BOD
Friends &
Followers
Communities &
Groups
Clinical &
Market Research
Tagging
Xchange
LifeLines
Integrated Social
Media
Custom Content
News Flow
Notifications
Private / Public
Valuations
Xchange Live
Hosted Chat
Ratings &
Reviews
Expert Opinion
WebCasts
Targeting &
Tracking
Messaging &
Alerts
Grand Rounds
WebCast
Shark Tank
Xchange
Conferences
18 million Data
Points
3,000 Concurrent
Experiments
Trending &
Activity Scores
Milestones &
Inflection Points
Sentiment &
Prediction
STAGE 2:
Transaction Planning
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection
HealthiosXchange Company Profile

IN A SINGLE MARKET ENVIRONMENT, HealthiosXchange connects 6,000 Emerging
Growth healthcare companies in (37) countries with 30,000 investors in (10) asset classes
and 2,000 strategic partners representing (46) market sectors.
STAGE 2:
Planning
the Transaction
Xchange Profile
Document
Development
Financial Model
to Peak Value
Alternatives
Review
Match, Target &
GeoLocate
Commitment
Committee
Deal
Launch
Document Development
STAGE 2:
Planning
the Transaction
Xchange Profile
Document
Development
Financial Model
to Peak Value
Alternatives
Review
Match, Target &
GeoLocate
Executive Summary
Offering Memorandum
Management Presentation
Non-Confidential Data
Marketing Material
Product Demonstrations
Testimonials
Commitment
Committee
Deal
Launch
Financial Projection to Peak Value

STAGE 2:
Planning
the Transaction
Volume, Value, ASP, Segment, Geography
Structure
Xchange Profile
Offering Documentation
Complete Sources & Uses of Cash
Critical Milestones
Document
Development
Financial Model
to Peak Value
Integrated Balance Sheet/ Income Statement/ Cash Flow
Value Inflection Points
Purpose
Alternatives
Review
Clinical/ Regulatory Pathways

Detailed cost evaluation
Timing Assumptions
Exit Pathways
Match, Target &

GeoLocate
Commitment
Committee
Deal
Launch
Operating Document
Manuscript for the Business
Value
Roadmap for Milestones & Inflection Points

Yardstick for Valuation
Negotiating Tool
Financing and Strategic Alternatives

STAGE 2:
Planning
the Transaction
Xchange Profile
Document
Development
Financial Model
to Peak Value
Alternatives
Review
Match, Target &
GeoLocate
Commitment
Committee
Deal
Launch
Matching, Targeting & GeoLocation

STAGE 2:
Planning
the Transaction
Xchange Profile
Document
Development
Financial Model
to Peak Value
Alternatives
Review
Match, Target &
GeoLocate
Commitment
Committee
Deal
Launch
STAGE 3:
Deal Development
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection
Engagement
STAGE 3:
Confirming
Interest
Engagement
Positioning &
Communication
Solicitation &
Follow Up
Management
Meetings
Data Room
Trending Data,
Activity, Scoring
Lead /
L.O.I.
Positioning & Communications

STAGE 3:
Confirming
Interest
Engagement
Positioning &
Communication
Solicitation &
Follow Up
Management
Meetings
Data Room
Trending Data,
Activity, Scoring
Lead /
L.O.I.
Deal Development Process

STAGE 3:
Confirming
Interest
Engagement
Positioning &
Communication
Solicitation &
Follow Up
Management
Meetings
Data Room
Trending Data,
Activity, Scoring
Lead /
L.O.I.
30 to 40 calls per week

Managing Divergent Financial & Strategic Rationale(s)
Developing Conjoint Consensus to measure transaction
momentum
Identifying Champions
Coordinating Target Deal Team
Establishing Due Diligence Priorities
Confirming Process
Setting Expectations
Building Measurement & Report Systems.
Managing Accountabilities

STAGE 3:
Confirming
Interest
Engagement
Positioning &
Communication
Solicitation &
Follow Up
Management
Meetings
Data Room
Trending Data,
Activity, Scoring
Lead /
L.O.I.
Presenters: CEO; President; CFO

Establish Credibility
Reflect The Vision
Understand The Market
Be Organized
Know The Facts
Display High Technical Proficiency
Show Detailed Financial Plan
Understand Operational Complexities
Set Realistic Expectations
Sell The Sizzle:

Unique Value Proposition
Taylor To The Partner, Investor, Buyer
Outline Synergies And Strategic Fit
Articulate Long-term Strategic Plan

STAGE 3:
Confirming
Interest
Engagement
Organization, Management , Employees

Customers, Sales, Marketing
Operations
Manufacturing
Positioning &
Communication
Solicitation &
Follow Up
Management
Meetings
Data Room
Financial Reports
I/P, Legal
Board and Governance Matters
Environmental
Sensitive Information May Be Staged
Trending Data,
Activity, Scoring
Everything Comes Out Before Check Is Signed

Lead /
L.O.I.

STAGE 3:
Confirming
Interest
t
The actual
actual number
number
The
of months
months before
before
of
the next
next transaction
transaction
the
11. We
Wepredicted
predicted
isis 11.
10.
10.
Engagement
Positioning &
Communication
Solicitation &
Follow Up
The actual
actual
The
number of
of months
months
number
beforethe
the next
next
before
transaction isis 4.
4.
transaction
Wepredicted
predicted 3.
3.
We
Management
Meetings
Data Room
Trending Data,
Activity, Scoring
Lead /
L.O.I.
The actual
actual value
value of
of
The
the
next
transaction
the next transaction
$21.65 million
million
isis $21.65
and
we
predicted
and we predicted
$21.65 million.
million.
$21.65
Target/Issuer
Sector
State
Country
T1_Type
T1_Total_Value
Months from T1 and T2
T2_Type
T2_Total_Value
Months from T2 and T3
T3_Type
T3_Total_Value
Noveko
International Inc.
Diagnostic Imaging
Quebec
Canada
Private Placement
2.41
13
Private Placement
2.68
8
Private Placement
1.89
Next Transaction value

(ORIGINAL)
Next Transaction value
(PREDICTED)
Prediction confidence
Type of
of event?
event?
Type
When isis itit going
going to
to happen?
happen?
When
How big
big will
will itit be?
be?
How
Merger and
and
Merger
acquisition
prediction.
acquisition prediction.
Note that
that confidence
confidence
Note
is
a
bit
smaller
than 1.
1.
is a bit smaller than
21.65
21.65
0.9106
The actual
actual value
value of
of the
the
The
next
transaction
is
$150
next transaction is $150
million and
and we
we predicted
predicted
million
$150
million.
$150 million.

STAGE 3:
Confirming
Interest
Strategic rationale for purchase

Engagement
Positioning &
Communication
Solicitation &
Follow Up
Management
Meetings
Data Room
Trending Data,
Activity, Scoring
Lead /
L.O.I.
Indicative price range and form of consideration

Proposed deal structure (e.g. stock or asset purchase)
Description of financing, including sources and initial terms
Transaction approval process for the acquiring organization
Description of due diligence requirements and timing
STAGE 4:
Capital Markets
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection

STAGE 4:
Capital
Markets
Confirming the
Rule Set.
Limited Partners, Family Office, Endowments,

Foreign Trusts, Private Banks, Sovereign Wealth
Venture
Capital
1. INSTITUTIONAL
LEADERSHIP
Teach-In with
Direct Investors
2. STRATEGIC
VALIDATION
Management
WebCast
Roadshow w/
Mgmt.. & Lead
Establish SPV /
Side Car
Growth
Equity
Private
Equity
Syndication &
Allocations
Direct
Investment
Hedge
Funds
3. ESTABLISHED
EXIT
PATHWAY
Portfolio
Company
#1
Portfolio
Company
#2

STAGE 4:
Capital
Markets
Confirming the
Rule Set.
Limited Partners, Family Office, Endowments,

Foreign Trusts, Private Banks, Sovereign Wealth
NO FEE NO
CARRY
Venture
Capital
Growth
Equity
Teach-In with
Direct Investors
SHORTENED
HOLD PERIODS
Management
WebCast
Roadshow w/
Mgmt.. & Lead
Establish SPV /
Side Car
GREATER
LIQUIDITY
Private
Equity
Syndication &
Allocations
Direct
Investment
Portfolio
Company
#1
Hedge
Funds
Portfolio
Company
#2
STAGE 5:
Due Diligence
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection

STAGE 5:
Due
Diligence
Commercial,
Strategy D.D.
Technical
Evaluation
Financial Model
Superior, Comprehensive Company Positioning

Data-Driven Targeting & Matching
Sequencing Due Diligence
Choreographing Access to Management
Monitoring & Measuring Data Room Activity
Tasking Deal Team Participants
Organizational
Matters
Tracking Procedure and Process vs. Expectations
Financing
Considerations
Resolving Threshold Issues
Continuous Communication
Anticipating Deal Strategy
Operating Plan
Definitive
Agreement
Planning Responses & Executing on Progress

Contemplating Alternatives
STAGE 6:
Closing
BIOPHARMACEUTICALS
Hospital Supplies
Inhalation Systems
Infusion Systems
Ophthalmic Devices
ENT Devices
Hearing Implants
Diagnostic Devices
Bone Densitometry
Healthcare IT
Orthopedic Devices
Trauma Fixation
Spinal Surgery
Genetic Testing
Clinical Chemistry
Hematology
Immuno Chemistry
Patient Monitoring
Neurology Devices
CSF Management
Radiosurgery
Oral Mucositis
Gout
Bone Metastasis
Brain Cancer
Breast Cancer
Cervical Cancer
Endometrial Cancer
Ewing Sarcoma
Gastric Cancer
Hodgkin Lymphoma
Kidney Cancer
Liver Cancer
Melanoma
Multiple Myeloma
Ovarian Cancer
Pancreatic Cancer
Testicular Cancer
Thyroid Cancer
Syndrome
Sepsis
Angina Pectoris
Atrial Fibrillation
Hypertension
Acute Pain
Anxiety Disorders
Chronic Pain
Dementia
Diabetic Neuropathy
Osteoarthritis Pain
Parkinson's Disease
Schizophrenia
Liver Cirrhosis
Childhood Enuresis
Hyperparathyroidism
Hyperthyroidism
Cytomegalovirus
Fungal Infections
H1N1 Infection
Herpes Zoster
HIV-1 Infection
Negotiations & Close

STAGE 4:
Negotiations &
Close
PRICE CASH PROCEEDS

NO TWO DEALS ARE ALIKE
Finalize Terms &

Structure
Consideration
(e.g. cash, stock)
File Regulatory
Approvals, if any
Finalize
Integration Plan
Final
Documentation
Management
Matters
THE
DEAL
Board Approvals
Contingent Value
Close
(e.g. royalties, licenses,

earn-outs)
31
Transaction
Structure
Rights &
Preferences

7 - Strategic Partnering Financing Process

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Healthios

MEDTECH & DIAGNOSTICS

Planning the Transaction

Research. Investment Banking. Healthcare.

MEDTECH & DIAGNOSTICS

Strategic Alternatives & Financing Process

Finalize Terms &

Match, Target &

Healthcares Investment Bank

Stage ONE: Before, During, After the Deal

Healthcares Investment Bank

Proprietary Capital Markets Offerings

MANAGED MARKET OFFERING

Xchange SYNDICATED OFFERING

Comprehensive corporate financing solution

Targeted transaction solution

Managed by senior investment banking team

Parallel to Company-led deal efforts

Complete document management & financial

Use existing documentation & financials

Unlimited Lead investor targets

(20) active investor targets at all times

Integrated marketing, solicitation & follow-up

User-managed, Xchange-linked marketing

Dedicated capital markets & institutional sales

Upon securing Lead investors:

Parallel direct investment syndication

Real-time electronic updates

Weekly management & Board reports

Xchange Syndicated Offering

Finalize Terms &

Match, Target &

MEDTECH & DIAGNOSTICS

MEDTECH & DIAGNOSTICS

Stage ONE: Before, During, After the Deal

Healthcares Investment Bank

MEDTECH & DIAGNOSTICS

HealthiosXchange Company Profile

Financial Projection to Peak Value

Volume, Value, ASP, Segment, Geography

Integrated Balance Sheet/ Income Statement/ Cash Flow

Value Inflection Points

Clinical/ Regulatory Pathways

Match, Target &

Roadmap for Milestones & Inflection Points

Financing and Strategic Alternatives

Matching, Targeting & GeoLocation

MEDTECH & DIAGNOSTICS

Positioning & Communications

Deal Development Process

30 to 40 calls per week

Deal Development Process

Presenters: CEO; President; CFO

Sell The Sizzle:

Deal Development Process

Organization, Management , Employees

Everything Comes Out Before Check Is Signed

Deal Development Process

Next Transaction value

Deal Development Process

Strategic rationale for purchase

Indicative price range and form of consideration