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CM Life Sciences II Advantage Opportunity Leadership Summary News Contact Us Menu Advantage Opportunity Leadership Summary News Contact Us Contact Us A Special Purpose Acquisition Company Targeting the Life Science Companies that Enable and Support Innovation Advantage Synergy: Eli Casdin’s Investment Platform, Keith Meister’s Capital Markets & Board Expertise Deep Sector Expertise: Casdin Capital Since 2012, Eli Casdin and his investment team’s returns have flowed from their reputation, built over years, as investor-partners, working from the inside to drive and support new developments. Their tireless, on-the-ground research, close relationships with the brightest scientists and management teams and investments focus on the long-term. Their industry connections now include hundreds of critical business builders, specialists, and innovators, which we believe will allow CM Life Sciences to push forward into new opportunities while also capturing value overlooked, or left behind. Corporate Engagement: Keith Meister Keith Meister has an extensive history of creating value and effecting change at companies, by creating buy-in from management teams, directors, and shareholders. Focused on identifying market dislocations and adept at spotting differentiated points of view, Mr. Meister and the Corvex Management team have built success based on deep industry understanding and a willingness to take the longer term view while capitalizing on market inefficiencies. Prior to founding Corvex Management, Mr. Meister was Chief Executive Officer / Principal Executive Officer of Icahn Enterprises, a NYSE listed diversified holding company, where he grew assets from $1.5 billion to $18 billion while generating greater than 20% annual returns for shareholders. Mr. Meister has served as a director of 15 public companies and helped those companies structure and execute over $80 billion in transactions including spin-offs, asset sales, mergers, acquisitions and various forms of capital market transactions. Capital Alignment: CM Life Sciences II CM Life Sciences was founded to take advantage of a dynamic life science sector buoyed by innovation yet fragmented, where many companies are under-resourced and under-scaled. Significant and under-appreciated opportunities for consolidation are ready for engagement by a team versed in the trends and themes, and who can bring together the strongest of the new companies and management teams to capitalize on near- and far-term opportunities. CM Life Sciences is ready, bringing together the unique industry experience, operational expertise, and investment savvy of Eli Casdin and Keith Meister. Opportunity Research $ 0 Billion Life Science Tool Revenue* with 0 Trillion Cells in the human body, the extreme biological complexity confirms we are only at the beginning of the research journey. Diagnose $ 0 Billion Diagnostic Industry Revenue in the US 0 Billion Diagnostic tests are performed each year, and millions more are needed: a vast opening for molecular intervention and treatment. Develop $ 0 Billion contract” R&d And Manufacturing over 0 Drugs are in development today and in the last decade. The FDA has approved 3505 new Medicines: there is an enormous next wave coming and the R&D engine will keep on humming. *Revenue estimate for 2020 Investment Opportunities OPPORTUNITY: The innovation-productivity cycle in life sciences is creating enormous and varied opportunities across the development continuum and ecosystem. Ecosystem Services and tools supporting drug discovery, development and manufacturing. Identifying operationally focused companies with regulated products and services that have long and lucrative life cycles. Life Science Tools High value tools and services for R&D across academia, government and industry. Tremendous opportunity to combine workflows and solutions to create powerful synergies and growth. Synthetic Biology New markets exploiting technological advances in engineering of biological systems. From human health to industrial markets the syn-bio manufacturing platform is the future few appreciate. Diagnostics Molecular diagnostics industry now realized with limited public opportunities for exposure. Imbalance between channel and content capabilities creates synergy opportunities. Board of Directors Eli Casdin Keith Meister Kevin Conroy, J.D. Troy Cox Jason Kelly, Ph.D Stephen Quake, Ph.D Eli Casdin – CEO INDUSTRY LEADER IN LIFE SCIENCE INVESTING Eli Casdin, Chief Investment Officer and Founder, founded Casdin Capital in 2011, which manages $3.3B, targeting public and private growth equity in the life sciences ecosystem. For the last 17 years, Eli has analyzed and invested in disruptive technology and their application, by developing a deep understanding of the disruptive technologies and from cultivating relationships with industry leading experts and scientists since the beginning of this industry. Prior to founding Casdin Capital, Eli was a vice president at Alliance Bernstein thematic” based investment group where he focused on the implications of new technologies for the life science and healthcare sectors. He published the black book, The Dawn of Molecular Medicine” detailing the accelerating wave of innovations in life sciences, and the next wave. Keith Meister – Chairman SIGNIFICANT EXPERIENCE AS OWNER/OPERATOR AND PUBLIC COMPANY BOARD MEMBER Founder and CIO of Corvex Management , which manages $2.5bn, targeting high quality businesses that can benefit from constructive shareholder engagement, while generating a 20% annual return for shareholders. Served as director of 15 public companies and helped structure and execute over $80bn in transactions. Previously Vice Chairman and CEO of Icahn Enterprises. During Keith’s tenure assets grew from $1.5 billion to $18 billion while generating substantial shareholder returns. Served as director of 15 public company boards. History of creating shareholder value through improved corporate governance, capital allocation and operations. Kevin Conroy, J.D. – Board Member Kevin Conroy is chairman and chief executive officer of Exact Sciences Corporation . Exact Sciences strives to change lives through earlier detection and smarter answers for cancer patients. During his 11-year tenure as CEO, Exact Sciences collaborated with Mayo Clinic to develop Cologuard, a noninvasive DNA based colorectal cancer screening test, and grew from 4 employees to more than 4,000. In 2019, Exact Sciences’ acquisition of Genomic Health, Inc., united two of the industry’s strongest brands, Cologuard and Oncotype DX, and established the company’s position as the global leader in advanced cancer diagnostics. Kevin received a B.S. degree in electrical engineering from Michigan State University, and a Juris Doctorate from the University of Michigan Law School. Troy Cox – Board Member Troy Cox will serve on our board of directors following completion of this offering. Mr. Cox has served as Director of SOPHiA GENETICS SA since July 2019 and as Chairman since February 2020; Director of LetsGetChecked Inc since October 2019 and as Vice Chairman since May 2020; and Director at Zymeworks Inc. (NYSE: ZYME) since June 2019. Mr. Cox also serves as Director for on-profits Massachusetts BioTechnology Council (MassBio) and Dream Foundation. Mr. Cox previously led Foundation Medicine, Inc. as President and Chief Executive Officer from February 2017 to February 2019 including its acquisition by Roche in July 2018. His qualifications to serve on our board of directors include his extensive experience in the life sciences industry as an executive, and in connection with evaluation and execution of business transaction and merger opportunities. Mr. Cox received an M.B.A. at the University of Missouri and B.B.A. in Finance from the University of Kentucky. Jason Kelly, Ph.D – Board Member Dr. Jason Kelly is the co-founder and CEO of Ginkgo Bioworks . Ginkgo is a synthetic biology company that programs cells...