Analysis of the Life Sciences market and opportunities in the San Francisco Bay Area.

1. Life Sciences Opportunity Tony Arakawa

3. Company Profiles By Industries Academic Research Government Agricultural Chemicals Healthcare Big Pharma Manufacturing Biopharmaceutical Medical Devices Biotechnology Pharmaceuticals Clinical Research Services Development Suppliers Diagnostics Technologies Diversity Trade Associations Educational Training

4. Big Pharma Abbott Laboratories Bristol-Meyers Squibb GlaxoSmithKline Merck & Co. Pfizer Roche Sanofi-Aventis Tanabe Research Labs Vertex Pharmaceuticals Wyeth Pharmaceuticals

5. BioPharmaceuticals ACADIA Pharmaceuticals Gilead Sciences Bristol-Myers Squibb Company GrannusBioSciences Celgene San Francisco IBEX Technologies CyberValPharma, Inc. ImClone Systems deCODEBiostructures Inspire Pharmaceuticals DSM Biologics Lundbeck Corporation Dynavax Technologies Corporation Mannkind Corporation Emergent BioSolutions Molecular Insight Pharmaceuticals EntreMed, Inc. Novartis Vaccines and Diagnostics Ferring Research Institute Novacea, Inc.

6. Manufacturing Abbott Bioresearch Center Ariad Pharmaceuticals Bayer Corporation Biochain Institute, Inc. Coldstream Laboratories Eminent Services Corporation Intuitive Surgical, Inc. Medical Plastic Devices (MPD) Inc. Mott Corporation OSO BioPharmaceuticals Manufacturing

7. Industry Knowledge and Experience Abbott Laboratories: Berkeley Process Controls – machine integration & controls Barry-Wehmiller Pharmaceutical Equipment – machine design and integration Bayer Pharmaceuticals: SICK and EandM – system design, integration & validation Varian Medical Systems: SICK and EandM – system/component design & integration Agilent Technologies: SICK and EandM – system/component design & integration Genentech: EandM – system/component design & integration-Siemens/Wonderware Amgen: system/component design & integration-Serra Engineering Services/Siemens Novartis: system/component design & integration-Serra Engineering Services Biofacilities: UCSF, Kaiser, Sutter

8. Bay Area Pillar Companies Abgenix Chiron AffymetrixGenecor International Alza Genentech Amgen Gilead Sciences Applied BiosystemMetabolex Bayer Roche BD Biosciences Scios Berlex Varian Bio-Rad Agilent Technologies Cell Genesys

9. Bio-Pharma Economic Industry Clusters Unparalleled Investment Strengths 24% of the $300B US biotech market cap is in the Bay Area; 68% in the state of CA 30% of the total US venture capital funding went to companies in the Bay Area Venture capital firms invested $979MM in local biopharmaceutical companies Comprehensive Bio-specific Service Infrastructure Architecture, Construction, Engineering HR, IT/Communications Accounting, Banking, Legal, Insurance Market and Outsourcing Firms Contract Research, Contract Manufacturing Publishing (Science, BioWorld) Consultants (FDA Compliance, Business Development) Equipment and Laboratory

10. State-of-the-art science and Technology research campuses Spawning Grounds for the Success of Local Biotech Companies East BaySouth South Francisco Aquatic Park Center (Berkeley) Edgewater Business Park Campus Bay Business Park (Richmond) Campus Bay Business Park Chiron Campus (Emeryville) Chiron Campus (Emeryville) EmeryStation (Emeryville) EmeryvilleStation (Emeryville) Hollis Business Center Hollis Business Center Mt. Eden Business Park (Hayward) Mt. Eden Business Park (Hayward) Point Richmond Tech Center (Richmond) Point Richmond Tech Center

11. Innovation Centers East Bay ConXus in Campus Bay Business Park (Richmond) ACET (Alameda County) Silicon Valley Molecular Medicine Research Institute (Sunnyvale) San Jose Bioscience Incubator and Innovation Center (San Jose) TEN’s Sobrato Center for Innovation (San Jose)

12. Proposed Focus and/or Steps Develop a thorough understanding of Rockwell products, services and technologies Define specific needs that the products, services and/or technologies fulfill Describe the focus/target client group and market size (see earlier slides) Understand how the products, services and/or technologies provide competitive edge Confirm an understanding of the intellectual property (IP) protection strategy Determine estimated revenues and net income over the next 1-3-5 years Establish future funding requirements Learn the management team composition and overall team experience/knowledge