2017-02-27

BioDelivery Sciences International, Inc. (NASDAQ:BDSI) Files An 8-K Entry into a Material Definitive Agreement

Item1.01.

Entry Into a Material Definitive Agreement.

On February21, 2017 (the Closing Date), BioDelivery Sciences

International, Inc. (the Company) and its wholly-owned

subsidiaries, Arius Pharmaceuticals, Inc. (Arius) and Arius Two,

Inc. (Arius Two and collectively with Arius, the Subsidiary

Guarantors) entered into a Term Loan Agreement (the Loan

Agreement) with CRG Servicing LLC (CRG), as administrative agent

and collateral agent, and the lenders named in the Loan Agreement

(the Lenders).

to the Loan Agreement, the Company borrowed $45.0million from the

Lenders as of the Closing Date, and may be eligible to borrow up

to an additional $30.0million in two tranches of $15.0million

each contingent upon achievement of certain conditions,

including: (i)in the case of the first tranche, representing the

second potential draw under the Loan Agreement (the Second Draw),

satisfying both (a)certain minimum net revenue thresholds on or

before September30, 2017 or December31, 2017 and (b)a certain

minimum market capitalization threshold for a period of time

prior to the funding of the Second Draw (provided, that if the

Company does not achieve the minimum net revenue thresholds

necessary for the Second Draw but does achieve a certain minimum

market capitalization threshold for a period of time prior to

December31, 2017, the Company would be eligible for a Second Draw

funding in the amount of $5.0 million); and (ii)in the case of

the second tranche, representing the third potential draw under

the Loan Agreement (the Third Draw), satisfying both (a)certain

minimum net revenue thresholds on or before June30, 2018 or

September30, 2018 and (b)a certain minimum market capitalization

threshold for a period of time prior to the funding of the Third

Draw.

The Company utilized approximately $29.5million of the initial

loan proceeds to repay all of the amounts owed by the Company

under its existing Amended and Restated Loan and Security

Agreement, dated May29, 2015, with MidCap Financial Trust (the

Prior Agreement). Upon the repayment of all amounts owed by the

Company under the Prior Agreement, all commitments under the

Prior Agreement have been terminated and all security interests

granted by the Company and the Subsidiary Guarantors to the

lenders under the Prior Agreement have been released. The Company

intends to use the remainder of the initial loan proceeds (after

deducting loan origination costs and broker and other fees) of

approximately $14.0million, plus any additional amounts that may

be borrowed in the future, for general corporate purposes and

working capital.

The Loan Agreement has a six-year term with three years of

interest-only payments (which can be extended to four years if

the Company achieves certain net revenue and market

capitalization thresholds prior to December31, 2019), after which

quarterly principal and interest payments will be due through the

December31, 2022 maturity date. Interest on the amounts borrowed

under the Loan Agreement accrues at an annual fixed rate of

12.50%, 3.5% of which (i.e., a resultant 9.0% rate) may be

deferred during the interest-only period by adding such amount to

the aggregate principal loan amount. On each borrowing date

(including the Closing Date), the Company is required to pay CRG

a financing fee based on the loan drawn on that date. The Company

is also required to pay the Lenders a final payment fee upon

repayment of the Loans in full, in addition to prepayment amounts

described below.

The Company may prepay all or a portion of the outstanding

principal and accrued unpaid interest under the Loan Agreement at

any time upon prior notice to the Lenders subject to a certain

prepayment fees during the first five years of the term (which

fees are lowered over time) and no prepayment fee thereafter. In

certain circumstances, including a change of control and certain

asset sales or licensing transactions, the Company is required to

prepay all or a portion of the loan, including the applicable

prepayment premium of on the amount of the outstanding principal

to be prepaid.

As security for its obligations under the Loan Agreement, on the

funding date of the initial borrowing, the Company and the

Subsidiary Guarantors entered into a security agreement with CRG

whereby the Company and the Subsidiary Guarantors granted to CRG,

as collateral agent for the Lenders, a lien on substantially all

of its assets including intellectual property (subject to certain

exceptions). The Loan Agreement requires the Company to maintain

an agreed to minimum cash and cash equivalents balance and, each

year through the end of 2022, to meet a minimum net annual

revenue threshold. In the event that the Company does not meet

the minimum net annual revenue threshold, then the Company can

satisfy the requirement for that year by raising two (2)times the

shortfall by way of raising equity or subordinated debt.

The Loan Agreement also contains customary affirmative and

negative covenants for a credit facility of this size and type,

including covenants that limit or restrict the Companys ability

to, among other things (but subject in each case to negotiated

exceptions), incur indebtedness, grant liens, merge or

consolidate, dispose of assets, make investments, make

acquisitions, enter into transactions with affiliates, pay

dividends or make distributions, license intellectual property

rights on an exclusive basis or repurchase stock.

The Loan Agreement includes customary events of default that

include, among other things, non-payment, inaccuracy of

representations and warranties, covenant breaches, a material

adverse change (as defined in the Loan Agreement), cross default

to material indebtedness or material agreements, bankruptcy and

insolvency, material judgments and a change of control. The

occurrence and continuance of an event of default could result in

the acceleration of the obligations under the Loan Agreement.

Under certain circumstances, a default interest rate of an

additional 4.00%per annum will apply on all outstanding

obligations during the existence of an event of default under the

Loan Agreement.

In connection with the initial borrowing made under the Loan

Agreement on February21, 2017, the Company issued to CRG and

certain of its affiliates five separate warrants to purchase an

aggregate of 1,701,582 shares of the Companys common stock (the

CRG Warrants).The CRG Warrants are exercisable any time prior to

February21, 2027 at a price of $2.38 per share, with typical

provisions for cashless exercise and stock-based anti-dilution

protection. The exercise of the CRG Warrants could have a

dilutive effect to the Companys common stock to the extent that

the market price per share of the Companys common stock, as

measured under the terms of the CRG Warrants, exceeds the

exercise price of the CRG Warrants. CRG is also entitled to

receive a smaller amount of similar warrants concurrently with

the funding, if applicable, of the Second Draw and the Third

Draw.

The foregoing description of the Loan Agreement is only a summary

of its material terms and does not purport to be complete. Copies

of the Loan Agreement, the form of security agreement and the

form of Warrant are attached as Exhibits 10.1, 10.2 and 10.3,

respectively to this Current Report on Form 8-K and are

incorporated herein by reference. The Loan Agreement is not

intended to be a source of factual, business or operational

information about the Company or its subsidiaries. The

representations, warranties and covenants contained in the Loan

Agreement were made only for purposes of such agreement and as of

specific dates, were solely for the benefit of the parties to

such agreement, and may be subject to limitations agreed upon by

the parties, including being qualified by disclosures for the

purpose of allocating contractual risk between the parties

instead of establishing matters as facts; and may be subject to

standards of materiality applicable to the contracting parties

that differ from those applicable to investors or security

holders. Accordingly, investors should not rely on the

representations, warranties and covenants or any descriptions

thereof as characterizations of the actual state of facts or

condition of the parties.

Item1.02.

Termination of a Material Agreement

The information set forth above in Item1.01 relating to the Prior

Agreement is incorporated herein by reference.

Item2.03.

Creation of a Direct Financial Obligation or an

Obligation under an Off-Balance Sheet Arrangement of a

Registrant.

The information set forth in Item1.01 above with respect to the

Loan Agreement is incorporated herein by reference.

Item7.01.

Regulation FD Disclosure

In connection with the Loan Agreement described in Item 1.01 of

this Current Report, the Company issued a press release on

February23, 2017. This press release is attached to this Current

Report as Exhibit 99.1.

Item9.01.

Financial Statements and Exhibits.

(d)

Exhibits

4.1

Form of Warrant issued to the several lenders to the Loan

Agreement.

10.1

Term Loan Agreement, dated February21, 2017, among the

Company, Arius, Arius Two, CRG Servicing LLC, as

administrative agent, and certain lenders named therein. (*)

10.2

Form of Security Agreement among the Company, Arius, Arius

Two and CRG Servicing LLC.

99.1

Press release regarding Loan Agreement with CRG, dated

February23, 2017.

*

Confidential treatment is requested for certain

portions of this exhibit to 17 C.F.R. Sections 200.8(b)(4)

and 240.24b-2.

Cautionary Note Regarding Forward-Looking

Statements

This Current Report on Form 8-K, the press release included

herein, the upcoming presentation referenced in such press

release, and any statements of representatives and partners of

BioDelivery Sciences International, Inc. (the Company) related

thereto, contain, or may contain, among other things, certain

forward-looking statements within the meaning of the Private

Securities Litigation Reform Act of 1995. Such forward-looking

statements involve significant risks and uncertainties. Such

statements may include, without limitation, statements with

respect to the Companys plans, objectives, projections,

expectations and intentions and other statements identified by

words such as projects, may, will, could, would, should,

believes, expects, anticipates, estimates, intends, plans,

potential or similar expressions. These statements are based upon

the current beliefs and expectations of the Companys management

and are subject to significant risks and uncertainties, including

those detailed in the Companys filings with the Securities and

Exchange Commission. Actual results (including, without

limitation, the impact of the Companys new debt facility

described herein) may differ significantly from those set forth

in the forward-looking statements. These forward-looking

statements involve certain risks and uncertainties that are

subject to change based on various factors (many of which are

beyond the Companys control). The Company undertakes no

obligation to publicly update any forward-looking statements,

whether as a result of new information, future events or

otherwise, except as required by applicable law.

About BioDelivery Sciences International, Inc. (NASDAQ:BDSI)
BioDelivery Sciences International, Inc. is a specialty pharmaceutical company. The Company develops and commercializes, either on its own or in partnerships with third parties, applications of approved therapeutics to address unmet medical needs using drug delivery technologies. The Company develops pharmaceutical products aimed principally in the areas of pain management and addiction. The Company’s products utilize the BioErodible MucoAdhesive (BEMA) drug delivery technology, a small, erodible polymer film for application to the buccal mucosa (the lining inside the cheek). The Company’s United Sates Food and Drug Administration (FDA) approved product, ONSOLIS (fentanyl buccal soluble film), as well as its approved products BUNAVAIL (buprenorphine and naloxone buccal film) buccal film and BELBUCA (buprenorphine) buccal film, utilize BEMA technology. BioDelivery Sciences International, Inc. (NASDAQ:BDSI) Recent Trading Information
BioDelivery Sciences International, Inc. (NASDAQ:BDSI) closed its last trading session up +0.12 at 2.00 with 450,215 shares trading hands.

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