Jan 2021 – Jan 2023 · 2 yrs · San Francisco Bay Area · On-site

• Focused on originating and executing on M&A and capital raising transactions for clients across the Healthcare sector.
• Specific sub-sector focus: BioPharma / Medical Devices & Diagnostics / Healthcare Technology.
• Selected Deal Experience

Apr 2019 – Dec 2021 · 2 yrs 8 mos · Boston

• Global Large Cap and Small/Mid Cap Pharmaceuticals/Biotech Equity Research
• Coverage: AZN, BMY, GSK, LLY, MRK, NOVN, NOVO, SAN-PAR, ARQT, ZLAB, DERM (sold to LLY), AGN (sold to ABBV)
• COVERAGE Initiation: ARQT (post IPO of $183 million and led investor pre-IPO conversations) and ZLAB (post $281 million follow on offering)
• Valuation and Financial Modelling: Discounted Cash Flow (DCF), Comparable Trading/Transactions Multiples, Accretion and Dilution (Merger Modelling) Analysis
• Other skills: Leading KOL (key opinion leader conversations) discussions, management discussions ( incl Non-deal roadshows (NDRs) with CEOs, CFOs and other Senior management/IRs), key analysis of clinical data across several therapeutic areas (oncology, immunology, diabetes, dermatology, etc.)

Apr 2017 – Apr 2019 · 2 yrs · Washington DC-Baltimore Area

• Developed AZ’s Oncology (EGFR and T790M indications - NSCLC- TAGRISSO (Largest Oncology product >$1bn) and other matured Oncology assets) short-term and long-term strategic forecasts
• Led the business development efforts, early stage indication investment approval (Stage III - LAURA indication), business planning processes and all associated work streams.
• Performed Competitive Intelligence (Evaluating Clinical Trial Data Impact and Market LOE events) and primary market research through attending conferences like ESMO Congress, EPIC Lung Cancer, Rep Rides and other forums, analyzing broker reports, identifying key business issues that impact short-term and long-range forecasts.
• Developed business cases and building investment rationale for strategic future indications in EGFR market and other marketing initiatives like Diagnostics Partnerships (Biocartis), Managed markets etc.
• Ensured alignment on forecast assumptions and other critical analytical assessments with business partners including Marketing, Sales, Managed Markets (Payor team), Global Marketing and Insight, Finance, and Sales Operations.
• Identified key business risks and opportunities through collaboration with multiple stakeholders.
• Managed supply chain and financial planning processes for inline and pre-launch assets forecasts
• Awarded the 1st MVP (most valuable player) for exemplifying performance and teamwork.

Dec 2014 – Feb 2017 · 2 yrs 2 mos · Los Angeles Metropolitan Area

• Forecasted revenue of a $1 billion inline drug (PROLIA) and soon to be launched drug EVENITY - (Evaluating Clinical Trial data for long term forecasts and understanding the competitive market dynamics) in the Bone Health and Cardiovascular space.
• Solved problems and generating insights for the brand marketing and strategy team in the Bone Health and Cardiovascular space
• Devised strategy Amgen's Prolia Co-pay card so that more patients are benefitted and more revenue can be generated for the firm by analysing several different data sources
• Identified key business segment (Retail channel) to be targeted for Prolia by leveraging primary market research, secondary data source (IMS DDD) and feedback from the Medical reps
• Devised a robust methodology (days on therapy concept) for calculating the market share for the Osteoporosis market as the market had lots of generics
• Conducted Chart Audit Studies for an Oncology product (Vectibix) to understand the key drivers of the business
• Deep dived into IMS claims, Adelphi primary market research, IMS DDD, NPA, NSP etc. and other sources to solve key business issues

Jul 2013 – Dec 2014 · 1 yr 5 mos · New Delhi, India

• Advised different solutions to USA Healthcare Industry (Pharmaceutical and Medical Devices) clients related to M&A due diligence, primary market research, forecasting, and sales and marketing issues
• Led a team of 7 consultants for Primary Market Research (qual and quant surveys , demand studies for assessing market opportunities, Quarterly ATUs, Drivers and Barriers Qual surveys), Forecasting, Targeting and other marketing projects
• Conducted due-diligence (revenue estimation) for a potential merger and acquisition (M&A) between two Medical device companies based in Canada and Sweden
• Developed customer journey maps and scenario-based forecasting model for a soon to be launched ADHD drug
• Built a forecasting model for valuing a Migraine drug by conducting primary market research (Evaluating early stage Clinical Trial data), competitive drug analysis (uptake curves) and analyzing input factors (discount factors, compliance rate etc.) for different scenarios
• Primary market research: Recommended client to target a potential segment of doctors by designing, fielding and analyzing survey of doctors

Jan 2012 – Jan 2012 · 0 mo · London Area, United Kingdom

• Acquisitions and Leveraged Finance, Investment Banking Division, Summer Associate
• Advised a private equity firm's European foods business for a potential €500 million dividend recapitalization
• Proposed €1,300 million sell-side financing to a private equity firm for the purchase of a Belgian Telecom company
• Worked on a potential working capital requirement of a Italian Ship building company and proposed €50 million potential financing from the under-writer's balance sheet
• Worked on the separation of £2.2 billion revenue UK based Industrial company (Acromas) into 2 separate entities: Automotive Assistance and Saga (Auto – Insurance) by using sum of the parts valuation and LBO modelling
• Performed LBO modeling (Revolver, Term Loan, HY Bond etc.), comparable trading and transaction valuation, covenant and credit analysis; analyzed due-diligence packages and prepared pitch-books for companies