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MorphoSys AG Investor Presentation 2007

Sep 4, 2007

291_ip_2007-09-04_a8817565-937f-481d-9526-d751f6af5cb9.pdf

Investor Presentation

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2nd Sal. Oppenheim European Healthcare Conference

September 4, 2007

Safe Harbour

This presentation includes forward-looking statements.

Actual results could differ materially from those included in the forward-looking statements due to various risk factors and uncertainties including changes in business, economic competitive conditions, regulatory reforms, foreign exchange rate fluctuations and the availability of financing.

These and other risks and uncertainties are detailed in the Company's Prospectus.

MorphoSys at a Glance

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Business Segments

Acquisitions Prove Importance of Antibodies to Big Pharma

Therapeutic Antibody Partnerships

  • " Partner provides target, initiates program, brings disease-specific expertise
  • "Responsibilities
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  • "Programs exclusive on "per target" basis
  • " Partnerships typically multi-year, often multi-target

Therapeutic Antibody Partnerships: Typical Program Deal Terms

HuCAL Therapeutic Antibody Pipeline

!2 proprietary therapeutic antibody programs

Partnered Pipeline Growing at 30% p.a.

Number of active, partnered HuCAL programs at the end of each year

MorphoSys's Proprietary Programs

MOR 103

  • " Primary Indication: Rheumatoid arthritis
  • " Medical Need:
  • Fewer than 25% of RA patients are adequately treated
  • " Drug Candidate:
  • HuCAL antibody with very high affinity for undisclosed target
  • Potential in other inflammatory indications

"Milestones:

  • Clinical material produced
  • H2 2007: CTA filing

MOR202

  • " Primary Indication: Multiple myeloma
  • " Medical Need:
  • Few available treatment options for MM, no curative therapies

"Drug Candidate:

  • HuCAL antibodies vs. CD 38, a 45kDa glycoprotein
  • Compelling efficacy data in vitro and in vivo (SCID mouse)

"Milestones:

\$

2007: Profiling of lead and one back-up candidate

\$

Corporate Structure Mirrors Strategy

AbD Serotec: The Business

AbD is Out-pacing Growth of the Market

Revenue Growth Rate (%)

AbD Serotec: Gaining Scale

Financial Growth

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* Differences due to rounding

Profit & Loss Statement (Group) H1 2007

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* Differences due to rounding

Condensed Balance Sheets (Group) H1 2007

* Differences due to rounding

Goals 2007

Group

  • " Revenue EUR 60 – 65 million (2/3 therapeutics: 1/3 research products)
  • "Operating profit EUR 7 – 10 million

Therapeutic Segment

"MOR103 IND

"With partners:

  • "1-3 INDs
  • " 50 therapeutic programs by year-end
  • " New / expanded partnerships

AbD Serotec

  • " Approx. 20% revenue growth
  • "EBIT margin: up to 5%
  • " New marketing alliance to drive uptake of HuCAL in research community

Thank You.

www.morphosys.com

HuCAL®, HuCAL GOLD®, CysDisplay®, RapMAT® and AutoCAL® are registered trademarks of MorphoSys AG

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