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Pershing Square Activist Presentation Deck

Novartis: A Recent Case Study Timeline of Events Nov 2011: qui tam/ whistleblower complaint filed under seal by former Novartis employee, initiating an investigation by DOJ 2011 N April 2013: DOJ intervened and filed a Complaint-in-Intervention April 2013: Novartis said in a statement that it disputed the government's claim and would defend itself 2013 July 2013: Novartis discloses civil investigative demand (CID) and related details in its quarterly 6K filing and states they are cooperating with investigation Source: Company filings, legal filings, news reports. Jan 2014: DOJ filed Amended Complaint-In-Intervention Jan 2014: Specialty pharmacy BioScrip reached a settlement with the Government; agreed to pay $15mm to federal and state claimants, and to cooperate in the prosecution of claims against Novartis and admit numerous facts regarding its relationship with Novartis 2014 August 2014: DOJ filed Second Amended Complaint-In-Intervention 2015 June 2015: Government seeks $3.35bn in treble damages and civil penalties May 2015: Specialty pharmacy Accredo reached a settlement with the Government; agreed to pay $60mm to federal and state claimants, and to cooperate in the prosecution of claims against Novartis and admit numerous facts regarding its relationship with Novartis Oct 27 2015: announced an agreement in principle to settle the case for $390M; payment covers all claims related to five drugs 22
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