Gsk Plc · LSE:GSK
Gsk — Bernstein conference June 2019
9 slides from Gsk's conference presentation, June 2019
Slide 1: GSK Consumer Healthcare
GSK Consumer Healthcare Tobias Hestler CFO, GSK Consumer Healthcare June 2019
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly t
Slide 3: Creation of GSK and Pfizer Consumer Healthcare Joint Venture
Creation of GSK and Pfizer Consumer Healthcare Joint Venture • Creates new world leader in Consumer Healthcare • Offers significant opportunities for both cost synergies and growth • Separation creates a new global company and investment proposition 3
Slide 4: Positive consumer healthcare industry trends
Positive consumer healthcare industry trends Increasing health awareness and self care Ageing population 1 77% of consumers want to take 2 more control over decisions 1.4 billion aged 60+ by 2030, about their health an increase of 0.5 billion vs 2015 Emerging middle class Innovation 3 Almost 2.4 bil
Slide 5: Creation of a global leader in consumer healthcare
Creation of a global leader in consumer healthcare With scale and strong capabilities Strong geographic footprint Combined sales of • #1 in US, #2 in China3 approximately £9.8bn1 • 29% of sales in Emerging Markets1 #1 in OTC • Leadership positions in Pain Proven integration capability Relief, Respir
Slide 6: Category leading positions of combined portfolio
Category leading positions of combined portfolio #2 #1 #1 #1 #1 #3 Digestive Therapeutic Pain Relief1 VMS1 Respiratory1 Skin Health1 Health1 Oral Health2 – vv – x 6 1. Nicholas Hall’s DB6 Global OTC Database, 2018. For Skin Health, share and ranking based on OTC derms category. 2. GSK analysis based
Slide 7: Our Consumer Healthcare strategy and priorities
Our Consumer Healthcare strategy and priorities Our purpose: to help people do more, feel better, live longer Our strategy: meet the everyday healthcare needs of consumers by building consumer preferred and expert recommended brands, differentiated by science and insight-driven innovation Our priori
Slide 8: Deliver an industry leading margin
Deliver an industry leading margin New guidance for new JV Mid to high 20s% by 2022 1 Guidance for existing GSK • Power brand mix Consumer Healthcare • Cost & cash discipline Approaching mid 20s% 19.8% by 2022 1 • Strategic resource allocation 17.7% • Supply chain efficiency 15.5% 15.5% + • £0.5bn s
Slide 9: do more, feel better, live longer - Q&A
do more feel better live longer Q&A