• Source, evaluate potential life science investment opportunities. Perform business, financial, & industry due diligence• Prepare written funding recommendations to support investment decisions; present to NCBC senior management/board subcommittee for approval; Due diligence on 41 companies, 37 recommended for funding to date (~$9M funding approved); 3 companies acquired (by Depuy Synthes-Johnson & Johnson, W. L. Gore, Donaldson)• Represent Center’s interests in potential convertible note investments including diligence, investment recommendation• Coach/mentor portfolio of ~20 life science companies (e.g., device, diagnostic, therapeutic, digital); connect cos to potential investors, strategics, resources, employees, service providers• Engage with angel/investor groups, corporate strategics, health system funds, academic tech transfer offices, incubators/accelerators, healthcare institutions/payers• Lead monthly round table with leaders from 11 health systems on topics of common interest i.e., AI/ML, workforce• Board observer role• Partnered with 11 major NC health systems on virtual Healthcare Innovation Conference, Sep 2021 www.ncinnovates.org• Serve as hub connecting health systems & clinician innovators to ecosystem resources/support. Facilitate innovation collaboration opportunities with NC health systems• Lead planning of events for investor and healthcare ecosystem audience including company pitches• Represent >85 NC life science companies at Advamed MedTech and other industry/investor conferences• Lead Small Business Research Loan (SRL) program for investment in early stage NC life science companies• Advisor: UNC FastTraCS, NCSU/UNC biomedical engineering program, ECU IP committee, ECU I-Corp program, UNC KickStart Advisor• Created/leading statewide Healthcare Innovation Initiative. Mentor/advise clinical innovators as explore next steps for technology development; connect with industry experts/resources for support

• Consult with global and domestic life science and healthcare companies, early stage to mature, on innovation and entrepreneurial initiatives, commercial development and analytics, situation analyses and market assessments, primary and secondary market research, forecasting and valuation modeling, framing of commercial story and business case development, strategic marketing, new product planning, business development and licensing, and corporate development. • Provide support for C-suite/executive strategic initiatives.• Mentor and advise life science and healthcare start-up/early stage companies.• Mentor and advise clinician innovators.• Recent/prior clients:- Entera Health- Grifols, Inc. (global healthcare co that produces life-saving protein therapies)- Affinium Pharmaceuticals, Ltd. (specialty pharmaceutical company focused on the development of novel anti-infective medicines)- Bioptigen, Inc. (medical device company specializing in Spectral Domain Ophthalmic Imaging Systems)- Merck KGaA (now Merck-Serono; worked with Global licensing/BD team and Head of M&A across multiple therapeutic areas)- Serenex, Inc. (biotechnology company focused on heat shock proteins, acquired by Pfizer)- Ardent Pharmaceuticals (early stage pharmaceutical company focused on delta receptor compounds in urology, dermatology and CNS, merged with Enhance Pharma)

• Late-stage biopharma company focused on discovering, developing and commercializing novel, mechanism-based therapeutics for GI motility and metabolic disorders. Tranzyme went public April 2011 and merged with Ocera Pharma April, 2013. Company experienced successive clinical failures resulting in downsizing January, 2013.• Wrote commercial portion of S-1 filing for SEC submission, developed corporate valuation, collaborated with investment banks to successfully execute IPO, April 2011• Developed and managed corporate valuation model for pipeline indications• Performed strategic market analyses; framed commercial story for products in development• Developed executive summaries, assessments and business cases of commercial opportunities for review by executive management and key potential partner program supporters• Investigated and proposed new potential commercial product opportunities and developed business cases involving rigorous analysis and synthesis of insights in a way that facilitated executive management decisions• Provided senior management with strategic market and commercial insight on new product planning opportunities• Developed and executed commercial plan for Phase 3 product in collaboration with VP of Commercial Ops• Consulted as market expert in commercial related due diligence discussions with potential partners; Participated in CRO RFP pitch meetings to vet CRO understanding of disease states addressed by company's new therapeutic• Led process to evaluate potential value of out-licensing deals in conjunction with senior management• Managed primary market research projects with 3rd party vendors and routinely conducted secondary market research with KOLs• Collaborated with CFO in corporate development & international finance matters• Led brand and generic product naming process• Reviewed, negotiated and executed agreements• Alliance management: collaborated with BD and counsel of partner company to launch partnership activities

• TEAMM Pharmaceuticals was a specialty pharmaceutical company and the commercial arm of Accentia BioPharmaceuticals Inc. TEAMM was focused on targeted therapies in the areas of respiratory, pain, oncology and critical care. In early 2007, commercial operations was relocated to corporate headquarters in Tampa, Florida.• Developed brand strategy, managed strategic/tactical elements for 3 ethical brands representing >$20M annual gross revenue. Created and implemented marketing plans, set strategic and promotion direction, product positioning, messaging, promotion mix/tactics. Created and deployed launch plan for follow-on products. Launched new product.• Managed $1M promotional budget. Oversight for meeting corporate budget forecast. Designed and implemented promo materials. • Forecasted trade and sample quantities and managed inventory.• Supported and trained sales force.

• Secured 4 transactions (ethicals and drug delivery tech) w/ key strategic partners. Prepared and negotiated term sheets and definitive agreements• Alliance management: managed relationship with business development partners post deal execution• Devised and recommended licensing and business strategy. Directed all BD activities (in and out-licensing/co-promotes)• Proposed new products/technologies to be acquired domestic/global. Managed evaluation of new business opportunities for pipeline development• Developed valuation models and conducted pimary and secondary research to develop and support assumptions; Managed primary market research projects conducted by vendors• Directed cross-functional team for pre-clinical development of differentiated ethical product• Identified raw material suppliers and contract manufacturers. Evaluated capabilities, managed due diligence, negotiated pricing, directed contract development/execution• Lead role in all due diligence activities for IPO 10/05, acquisition, other major transactions. Managed BD due diligence activities• Collaborated w/ IP counsel re: status/strategy for new and established products

See under Rx Strategic Solutions

See under Rx Strategic Solutions

• 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.• Received job offer from Lilly based on performance (1 of 10 out of >50 MBA interns).