Transcript of Speech and Q&A Conference Call Q2 - MorphoSys

Simon Moroney
No, because the count at the last call, Q1, was 71.
Gunnar Romer
Right. Okay.
Simon Moroney
So, we added two now so that makes it 73 now.
Gunnar Romer
Okay. Then one final question on MOR103 and the upcoming data points. I mean you're
already pretty precise in terms of timing, I was wondering whether this was just relating to the
phase I/2 trial or whether we should expect subcutaneous data also in the second half of
September.
Simon Moroney
Yes, we haven't finalized the timing of those two announcements with precision, but we
expect both sets of data to be available roughly around the same time and so precisely when
we'll announce them we haven't yet finalized, but roughly around the same time.
Gunnar Romer
Okay, thank you.
Daniel Wendorff, Commerzbank
Good afternoon and thanks for taking my question, two if I may. Starting off with your chart
on page - on slide four, question from my side would be as you haven't specified the various
partners for preclinical and discovery projects and aside from that I count six Novartis
partnered programs as well as co-development programs, could you quantify the total
number of programs you are working with or you have been working on for Novartis. That
would be a helpful number for me.
And second question would be on your investment guidance for proprietary R&D. Is it fair to
assume that you would rather be in the lower half for 2012 than in the upper half of that
guidance range? Any comment there would be helpful as well. Thank you very much.
Simon Moroney, MorphoSys AG
Okay, Daniel, thanks for the questions. I'll - let me take the first one and then Jens will take
the second one. So in terms of the total number of Novartis programs, to tell you the truth, I
don't have the precise number in mind, but I think it's fair to assume that its more than half of
the total number or around half, somewhere in that ballpark.
MorphoSys AG Q2 2012 Conference Call Manuscript Page 8 of 17