Life Sciences Outlook Chicago . 2012 Chicago clusters driving scientific innovation North The historic home to multiple North American life sciences headquarters Northwest Benefits from the expanding life sciences industry as well as merger and acquisition activity Chicago Jones Lang LaSalle • Chicago • 2012 The Chicago area has developed a reputation as a hub for research and innovation. Global trends The aftereffects of the recession, coupled with the European sovereign debt crisis, continue to plague business operations in the mature market clusters of North America and Western Europe, including those of life sciences companies of all sizes and maturity levels. Although most life sciences companies continue to enjoy higher profit margins than those of other industry segments, it has become markedly clear that the product development formula of the past no longer applies. As a result, greater emphasis is being placed on the next wave of drugs and treatments – those stemming from biological organisms. Additionally, companies are increasingly diversifying their portfolios to mitigate risk and help fund the lofty costs of innovation, adding generic brands, crop and animal science and even consumer products through mergers and acquisitions. including Abbott Laboratories, Astellas, Baxter, Hospira, Takeda and Walgreens. These companies, and many smaller life sciences firms, are located in the north suburban submarket. The area benefits from large life sciences-related employment of nearly 45,000 individuals employed in pharmaceutical, biotech and medical device disciplines. The metropolitan area is home to several leading universities and institutions. These include Northwestern University, the University of Chicago, the Illinois Institute of Technology (IIT) and the University of Illinois at Chicago (UIC). The area also attracts graduates from other schools in the state, such as the University of Illinois at Urbana-Champaign and Southern Illinois University School of Medicine. The area’s universities are among the factors that identify Chicago as a life sciences cluster. Research is a heavy point of emphasis at area centers like the International Institute of Nanotechnology at Northwestern, the Center for Pharmaceutical Biotechnology at the University of Chicago and the Medical Imaging Research Center at IIT. The Illinois Medical District was created in 1941. Since then the area has become rich with hospitals, medical centers and research facilities including the biotech incubator, Chicago Technology Park. The 56-acre park features a 56,000square-foot research center for emerging ventures and roughly 118,000 square feet of graduate and other facilities to accommodate more established companies. Chicago life sciences scorecard New product developments have become ever more costly and difficult to achieve. Drug makers are attempting to achieve greater breakthroughs with less funds than in years past. The need to increase a company’s likelihood of developing a new treatment continues to steer conversations around location strategy. Although many companies maintain R&D in mature markets rich with people capital and renowned research universities, others are turning to emerging global clusters due to dedicated private and public funding. Within the United States, life sciences-focused clusters are at various stages in their evolution. The Northeast and California continue to dominate with their extensive university networks and deep labor pools, but, more and more, emerging clusters offer great talent coupled with more competitive real estate opportunities. Chicago market overview Since the opening in 1946 of Argonne National Laboratory, the first national science and engineering research laboratory, the Chicago area has developed a reputation as a hub for research and innovation. Headquartered in the Chicago area are large life sciences companies 11th 15th $141.6 11th $682.0 1.2% 18th % life sciences employment 0.7% % life sciences establishments VC funding (in millions) Rank in relation to 21 United States clusters Sources: Bureau of Labor Statistics, PricewaterhouseCoopers, National Institute of Health NIH funding (in millions) Jones Lang LaSalle • Chicago • 2012 North / Northwest Overview A concentration of life sciences companies are found in the North suburban submarket. Until recently, the long-standing presence of some of the largest pharmaceutical companies in the world has attracted related companies specifically to this area. In the last several years, both Astellas and Takeda Pharmaceuticals have made long-term commitments to the area by each building new North American headquarters of 445,000 square feet and 630,000 square feet, respectively. More recently, medical device maker Carefusion relocated to 150,000 square feet in Vernon Hills Although life sciences activity had previously been limited the North suburban submarket, the July 2012 acquisition of Catalyst Rx by SXC Health Solutions to form Catamaran has expanded the industry into the Northwest submarket. As a result of this merger, the two companies will consolidate headquarters to occupy 250,000 square feet in Schaumburg with the potential to expand by an additional 50,000 square feet during the first years of term. In 2011 construction began on The Illinois Science + Technology Park in Skokie. The result of a collaboration between Illinois Science and Technology Coalition, iBio and China’s Shanghai Bio Pharmaceuticals Association, the 23-acre campus will provide laboratory, office and conference space for life science-focused companies. Once fully complete, the site will offer a total of 2 million square feet of advanced facilities. Outlook Activity in the coming months will be fueled by AbbVie, Abbott Laboratories’ most recent spin-off, as well as the newly merged Catamaran venture. Although it is not yet known what AbbVie’s impact will be on the market, if this spin-off goes down a similar path as Hospira, when it spun-off from Abbott, it could require its own space. Additionally, as corporations continue to take a hard look at their financial health, announcements surrounding employment levels (and subsequent space needs) will be monitored closely. Many global corporations, looking to streamline operations after a merger or in general, have been cutting jobs in recent years. Takeda, for example, announced global layoffs earlier this year that would impact operations in the United States. Other pharmas, meanwhile, are in expansion mode and have been beating market expectations quarter after quarter. As M&A activity continues to heat up, it will not be shocking to find widely varying space needs in the near- to mid-term. Takeda campus at the intersection of I-294 and Lake Cook Road in Deerfield CATAMARAN In August of 2012 a newly formed venture between SXC Health Solutions and Catalyst Rx signed a new lease in Schaumburg for 250,000 s.f. CAREFUSION Medical device producer Carefusion signed a new lease in May 2012 in Vernon Hills for 150,000 s.f. ASTELLAS In June 2012, Astellas Pharma US completed construction on its new 445,000 s.f. North American headquarters in Northbrook. WALGREENS Walgreens is in the market for approximately 50,000 s.f. This comes on the heels of signing a lease for 56,000 s.f. at 1000 Lakeside in Bannockburn earlier in the year. Activity key: Leasing Development Sales Tenants in the market Headquartered in the Chicago area are large life sciences companies including Abbott Laboratories, Astellas, Baxter, Hospira and Takeda, as well as druggist Walgreens. Large blocks of space About Jones Lang LaSalle Jones Lang LaSalle (NYSE:JLL) is a financial and professional services firm specializing in real estate. The firm offers integrated services delivered by expert teams worldwide to clients seeking increased value by owning, occupying or investing in real estate. With 2011 global revenue of $3.6 billion, Jones Lang LaSalle serves clients in 70 countries from more than 1,000 locations worldwide, including 200 corporate offices. 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