An Analysis of Accelrys Imran Mohiuddin Pharmacopeia Inc. Offers products and services enabling drug and chemical discovery. Accelrys is the software development division of Pharmacopeia Inc. Basic Information Accelrys was developed in the 1980s, apparently an international effort. Claims to have ~600 employees worldwide. 50% of staff are Ph.D. scientists specializing in disciplines across chemistry, biology, and materials research. complemented by employees educated in software and systems engineering and project management. Basic Information Main Headquarters in San Diego. Also maintain “Centers of Excellence” in Cambridge, UK and Bangalore, India. Publicly traded on NASDAQ (ACCL). Reported a 2003 revenue of $86 million. Accelrys? The company specializes in providing software for research and development in pharmaceuticals, biotechnology, and chemicals. In addition to its biotechnology customer base, Accelrys also serves a wide range of other trades, including the automotive, aerospace, electronics, and energy industries. Discovery Studio Chemistry multi-tool to aid in drug development. “Complete range of life science applications spanning scientific disciplines within a single unified platform. Enables scientists to capture, manage, analyze, and use biological and chemical data and information within an integrated system.” Materials Studio Advanced materials simulation and informatics. “Dramatically enhances your ability to mine, analyze, present, and communicate data and information relating to chemicals and materials.“ Informatics Bioinformatics - manage, organize, apply biological/genome information. Cheminformatics - manage, organize, apply chemical information. Matinformatics - manage, organize, apply information related to materials. Modeling, Simulation, and Analysis Molecular Graphics - Use 3D modeling to understand chemical structure Statistical. Correlations - Analyze data to build statistical models that explain and predict properties. Atomistic Simulation - Predict the behavior of chemical and biological systems . Modeling, Simulation, and Analysis Quantum Mechanics - Accurate prediction of chemical properties and reactivity. Mesoscale Modeling - Predict key processes in complex fluids and soft materials. Structure Characterization - Characterize molecular structure, often based on data from analytical instruments. Customers Academic Institutions Government Labs Pharmaceutical corporations (DuPont) Biotechnology companies (Genaissance) Chemical companies (Dow) Other industries, including automotive, aerospace, electronics, and energy. Strategic Business Aliances IBM HP Sun Microsystems Oracle Intel More Executives CEO - Mark J. Emkjer – CEO Mark J. Emkjer, was previously President and Chief Operating Officer of Sunquest Information Systems, Inc., a $150 million information technology business that develops laboratory, radiology and pharmacy systems. Prior to joining Sunquest, he was President and Chief Executive Officer of Pace Health Management Systems, Inc., a provider of clinical decision support software. Executives CFO - John J. Hanlon – John J. Hanlon was President and CFO of a publicly held e-payment service provider. He also spent 10 years as CFO of MDL Information Systems, Inc., a provider of integrated scientific information management systems, databases and services, and an additional 10 years in public accounting at Coopers and Lybrand. Executives HOT - Dr. Scott Kahn – Received his Ph.D. in Theoretical Organic Chemistry from the University of California, Irvine, after which he did postdoctoral work at Cambridge University, UK. Dr. Kahn is an experienced software developer and created analysis tools for medicinal chemistry research and modeling. Will It Work? Will it Work? Net Income – – – – 2000 2001 2002 2003 - $1175 $14,320 $11,627 $3,497