Careers in MedTech

Primary concentrations in Corporate Finance, and General Management

 Source, evaluate potential life science company investment opportunities. Perform business, financial, and industry due diligence.
 Prepare written funding recommendations to support investment decisions and present to NCBC senior management and board subcommittee for approval; Due diligence on 26 companies, 22 recommended for funding to date (~$5.4M in funding approved).
 Coach and mentor a portfolio of ~20 life science companies (e.g., device, diagnostic, therapeutic, digital); connect companies to potential in state and out of state funding sources, strategic partners, employees and service providers.
 Engage with angel and other investor groups, corporate strategics, health system investment funds, university tech transfer offices, and potential partner healthcare institutions. Represent over 75 North Carolina life science companies at major industry and investor conferences i.e., Venture Connect, MedTech, Cleveland Clinic Innovation Summit.
 Lead the Small Business Research Loan (SRL) program for investment in early stage NC life science companies.
 Serve as a hub connecting NC health systems and clinician innovators to ecosystem resources and support (e.g., advisors, funding sources). Facilitating expansion of innovation related collaboration opportunities with NC health systems and universities.
 Identify and lead outreach to healthcare system investment funds to increase visibility of NC-based start-ups and identify opportunities to collaborate on clinician-led innovation.

A late-stage biopharmaceutical company focused on discovering, developing and commercializing novel, mechanism-based therapeutics for upper gastrointestinal motility disorders. Company went public in April, 2011,merged with Ocera Pharma 2013. Tranzyme experienced successive clinical failures resulting in downsizing in January, 2013.
 Wrote commercial portion of S-1 filing for SEC submission, developed corporate valuation, collaborated with investment banks to successfully execute an IPO, April 2011.
 Developed and managed corporate valuation model which consisted of product valuation models for domestic and global territories.
 Performed strategic market analysis including development of situation analyses, forecast development and market segmentation analyses (domestic & global), clinical and economic benefits and consequences, for indications in clinical development and potential new indications; determined appropriate forecast model designs, formulated key assumptions and risks.
 Consulted as market expert in commercial related due diligence discussions with CROs, potential partners and clinical trial feasibility research.
 Led primary and secondary market research initiatives with patients and providers; Engaged in discussions with KOLs.
 Developed executive summaries and assessments of commercial opportunities for review by executive management and key program supporters of potential partners.
 Investigated and proposed new potential commercial product applications to senior management; Developed business cases accompanied by market analysis and commercial rationale to drive pursuit of additional value accretive indications.
 Provided senior management with strategic market and commercial insight on new product planning opportunities including marketing strategy, competitive landscape, economics, reimbursement, physician insight, and identification of key clinical and commercial issues.
 Developed and executed commercial plan for Phase 3 product in collaboration with VP of Commercial Operations.
 Led process to evaluate potential value of out-licensing deals in conjunction with senior management.
 Collaborated with CFO in finance activities, i.e., analytical support for business development transactions, financing schedule development, international finance (VAT, duty drawback) and supply chain management.
 Led international nomenclature name filing (INN) with United States Adopted Name Council and World Health Organization-INN committee resulting in successful name adoption and brand naming initiative.
 Reviewed, negotiated and executed confidentiality, service and consulting agreements, collaborated with ex-US licensing partner regarding contracts

A specialty pharmaceutical company and commercial arm of Accentia BioPharmaceuticals Inc. TEAMM was focused on targeted therapies in respiratory, pain, oncology and critical care. In 2007, commercial operations was relocated to corporate headquarters in Tampa, Florida.
Senior Manager, Marketing Aug 2006 - Apr 2007
 Managed strategic and tactical elements for 3 Brands (primary respiratory focus) representing over $20M in annual gross revenue.
 Created and implemented marketing plans to set strategic and promotional direction, product positioning, messaging, promotional mix, and tactics. Formulated and deployed launch plan for follow-on products.
 Launched new respiratory product and navigated manufacturing issues.
 Managed $1M promotional budget and oversight for meeting corporate budget forecast. Designed and implemented promotional materials to support brands.
 Determined promotional mix including direct mail advertising, detail literature, and giveaways.
 Developed/implemented web-based programs as needed to support product growth. Supported sales force and select specialty markets.
 Collaborated with executive management in company acquisitions and other investor related activities, including interaction with investment banks and management of corporate due diligence.
 Managed product, market research and analysis for product portfolio and new product opportunities considered for review by Business Development.
 Forecasted trade and sample quantities ensuring steady supply of product/samples to meet customer demands and managed interruptions.
 Led representative-based advisory group to ensure ongoing dialogue between field sales and marketing.
 Provided therapeutic area specific medical training seminars to field staff.

 Secured 4 partnership transactions with key strategic partners at a cost of $7M and potential gross revenue in excess of $60M. Transactions included ANDA, 505(b)2 products as well as drug delivery technology and diagnostics. Led efforts to partner drug delivery technology with generic and ethical pharmaceutical companies and manufacturers. Collaborated with legal counsel on approximately 10 agreements. Prepared and negotiated term sheets and definitive agreements ensuring a win-win outcome. Provided final recommendations to senior management which they engaged.
 Led alliance management efforts for all executed business development transactions.
 Wrote S-1 filing for SEC submission and prepared road-show presentations for successful IPO of Accentia Biopharmaceuticals (parent company), October 2005. Prepared summaries of company achievements and financial highlights to update investors. Supervised due diligence activities.
 Directed all business development activities including in-licensing, out-licensing, and co-promotion partnerships and proposed new products and technologies to be acquired, domestically and globally.
 Developed and provided all financial models utilized to identify corporate product acquisitions.
 Collaborated with Intellectual Property Counsel regarding patent prosecution for unique drug delivery technology.
 Created financial model/system to track business development related contractual obligations and advised senior management of anticipated cash outflow.
 Devised and recommended company licensing and business development strategy.
 Directed and led cross-functional team responsible for pre-clinical development of SinuNase (fast track NDA) as well as pre-clinical development of follow-on products. Co-authored IND filing.
 Identified raw material suppliers and contract manufacturers, evaluated their capabilities, managed due diligence, negotiated pricing, directed contract development and execution.

 Consulted on part-time basis with life science and healthcare companies on innovation and entrepreneurial initiatives, commercial development, data analytics, situation analyses and market assessments, primary and secondary market research, strategic planning, forecasting and valuation modeling, framing commercial story and business case development, strategic marketing, deal terms benchmarking, business development and licensing, and corporate development.
Recent and prior clients - Jan 2013 to May 2016:
 Entera Health, Inc. (biotherapeutic company focused on therapies in Gastroenterology and Oncology) – Jan 2014 to Feb 2016 - provided strategic marketing, data analytics and market assessments, market research, market development, clinical trial feasibility, advocacy, new product planning, strategic planning services, KOL targeting and organization relationship development.
 Affinium Pharmaceuticals, Ltd. (specialty pharmaceutical company focused on the development of novel anti-infective medicines) – provided turnkey market research to support forecast development.
 Bioptigen, Inc. (medical device company specializing in Spectral Domain Ophthalmic Imaging Systems) – assessed multiple markets for potential strategic selection and prioritization. Company was later acquired.
 Grifols, Inc. (Grifols Bioscience division is dedicated to hemotherapy, or the treatment of medical conditions using blood or blood components) - provided marketing operations support to executive management.
 Indexus Biomedical LLC (early stage medical device company focused on hematology and cellular immunology) – providing support to executive management including connecting with potential investors.
 Company confidential (early stage medical device company focused on surgical space) – provided support to executive management.
 Company confidential (emerging European biopharma company) – coordinated meetings with economic development and life science initiatives in several states for purpose of identifying location of new US headquarters.
June 2002 to Apr 2003
 Merck KGaA (now Merck-Serono; worked with Global Licensing and Business Development team across multiple therapeutic areas) – managed valuation models; provided research support to Head of M&A; benchmarked licensing deal terms; supported Global BD and Licensing team activities.
 Serenex, Inc. (biotech company focused on heat shock proteins, acquired by Pfizer) - benchmarked licensing deal terms.
 Ardent Pharmaceuticals (early stage pharmaceutical company focused on delta receptor compounds in urology, dermatology and CNS, merged with Enhance Pharma) – supported BD efforts; initiated contact with potential licensing partners; developed product valuation models; benchmarked licensing deal terms.

 Executed market research, identified research gaps, defined project scope, secured funding by presenting benefits of study to other divisions of company, developed RFP and managed vendor interaction.
 Presented managerial analysis and interpretation of market research study to multiple departments, receiving approval and implementation, and establishing the foundation of Lilly’s e-Business strategy.

 Practiced General Internal Medicine and Family Medicine.
 Provided direct patient care which encompassed taking and recording histories and physical examinations, analyzed and interpreted lab and other diagnostic test data, ordered appropriate diagnostic studies, treatments and, medications, performed therapeutic and diagnostic procedures, formulated differential diagnoses and plans for solution of clinical problems, and provided patient education. Worked with multiple hospital systems, physician groups and payer systems to effectively deliver patient care.