Teva Pharmaceutical Industries Limited · TASE:TEVA

Teva Pharmaceutical Industries — NASDAQ OMX 27th Investor Program (December 2011)

20 slides from Teva Pharmaceutical Industries's conference presentation, Dec 6, 2011

  1. Slide 1: NASDAQ OMX 27th Investor Program

    Eyal Desheh, Chief Financial Officer NASDAQ OMX 27th Investor Program December 6, 2011 1

  2. Slide 2: Forward Looking Statements

    Forward Looking Statements The following presentation contains forward-looking statements, which express the current beliefs and expectations of management. Such statements involve a number of known and unknown risks and uncertainties that could cause our future results, performance or achievements

  3. Slide 3: Corporate Highlights

    Corporate Highlights  1 Global no no. 1 in generics generics, a fast growing industry globally, globally and global top 15 pharma company  2 Significant business and geographic diversity  3 Considerable revenue and earnings growth across multiple geographies driven organically and through acquisi

  4. Slide 4: Teva is the Global Generics Leader

    Teva is the Global Generics Leader Generic pharma – 2010 revenues Favorable trends for continued ($bn) generics growth  People living longer and consuming more drugs  Healthcare reforms and cost-saving g initiatives to favor lower cost drugs  Increasing opportunities such as in emerging generics

  5. Slide 5: Teva's Advantage Crosses All Models

    Teva’s Advantage Crosses All Models Multiple generics models Teva's key advantages  L Largest t generic i molecules l l portfolio tf li • Full substitution at Generics pharmacy, no branding (US, UK)  Strong local market knowledge  Regulatory expertise • Generics with known brand, require  Low co

  6. Slide 6: Diversified Across Businesses and Geographies

    Diversified Across Businesses and Geographies 9M 2011A Teva Revenues Breakdown By business Breakdown ofline 2010 revenues By geography Biosimilars 1% API¹ Women’s Health 4% 3% International Respiratory Markets 17% 6% Innovative 23% Generics & Other Europe 64% 33% North America 50% Higher Higher Grow

  7. Slide 7: Stable Revenue Growth Across Geographies

    Stable Revenue Growth Across Geographies Teva’s Revenues – 2005 to 9M 2011 ($bn) CAGR1 +22% +32% +25% % +19% Note: Numbers before 2008 reflect a different definition of the division between Europe and International and therefore differ from numbers as reported in previous 20-F’s for those periods ¹

  8. Slide 8: Broadest product portfolio and the most extensive generic pipeline in the US and Europe

    Broadest product portfolio and the most extensive generic pipeline in the US and Europe  Generic portfolio of 1,300 molecules in tens of thousands of presentations  St Strong generics i pipeline i li off 2,639 2 639 Marketing M k ti A Authorization th i ti applications li ti iin EU (300 compounds

  9. Slide 9: Teva's Specialty Business Strategy

    Teva’s Specialty Business Strategy  Specialty pharma business is a key contributor to Teva’s sustainable and balanced business model  Our focus is on our current therapeutic niches while exploring opportunities to expand  We leverage our unique operating model, heritage and culture 9

  10. Slide 10: Teva's long-term focus: value creation

    Teva’s long-term focus: value creation  G Growth th  High g profitability Sustainable,  balanced business model  Financial strength 10

  11. Slide 11: Successful M&A Track Record, Further Enhancing Growth

    Successful M&A Track Record, Further Enhancing Growth Teva’s Acquisitions History and Growth (Indexed) Since 1995 CoGenesys Infarmassa US/biopharma Peru Theramex Sicor Bentley Europe/WH Taiyo Global Spain Japan Ratiopharm JK Barr Europe Cephalon Ivax India/API Global Global Global Teva-Kowa APS/Berk

  12. Slide 12: Today: Teva is No. 1 in Europe

    Today: Teva is No. 1 in Europe 2007 Today UK No.1 No.1 Netherlands No.1 No.1 G Germany No.2 Italy No.1 No.1 France No.3 Spain No 1 No.1 Hungary No.1 Poland No.3 Czech Republic p No.3 No.2 12 Source: IMS MAT June; Hungary in Volume

  13. Slide 13: Japan: A High Growth Generic Market

    Japan: A High Growth Generic Market 2nd largest pharmaceutical market Market size $Bn; 2010 Generics penetration % (volume) 312 75% Government target: 30% penetration by FY2012 96 23% Growth potential Long term potential*: >60% 45 68% penetration 22 63% *Teva estimation 13 Source: IMS Market Prognos

  14. Slide 14: Cephalon Acquisition - Compelling Value Creation

    Cephalon Acquisition - Compelling Value Creation  Portfolio: Provides diversification and access to new therapeutic a eas areas  Pipeline: Highly complementary, late-stage pipeline enhances Teva’s oncology CNS and respiratory programs oncology,  People: Search & develop capabilities with strong t

  15. Slide 15: Continued Leadership in Specialty Pharma

    Continued Leadership in Specialty Pharma 2010A Worldwide Specialty Pharma Net Sales ($bn) 2.3 (Cephalon) 4.6 (Teva) 1 2 3 4 + Source: Company filings. Note: Excludes generics and APIs. ¹ Represents CY2010A revenues. revenues Excludes contract revenue, revenue interest income and other income income.

  16. Slide 16: The Combined Branded Pipeline

    The Combined Branded Pipeline Franchise Marketed Products End of Phase III 2010 2010-2012 2012 End of Phase III 2013 2013-2015 2015 Copaxone – MS Laquinimod - MS Azilect – Parkinson’s Azilect – MSA CNS Provigil Nuvigil - bipolar Nuvigil g - wakefulness Gabitril Treanda – NHL relapse / StemEx TV-1101

  17. Slide 17: Teva + P&G Joint Venture

    Teva + P&G Joint Venture A New Business Model in Consumer Health Care  Global JV for OTC businesses  Leveraging our strong capabilities and global market access  Global Gl b l collaboration ll b ti on new product d td development l t and d new brand creation World’s leading seller of medicines an

  18. Slide 18: On track to deliver long-term strategic targets

    On track to deliver long-term strategic targets Long-term GENERICS Strategic Plan: ratiopharm: GX #1 in Europe Taiyo: leadership in Japan Infarmasa: expansion p in LA DIVERSIFY Progress TEVA on all BRANDED fronts Cephalon: expansion/diversification Theramex: global expansion women’s health OTC JV wi

  19. Slide 19: Conservative Balance Sheet Position

    Conservative Balance Sheet Position Teva balance sheet summary as of 30-Sep-2011 YE Q3 YE Q3 Assets 2010 2011 Liabilities 2010 2011 Cash & Marketable Sh t T Short-Term Financial Fi i lDDebt bt 28 2.8 38 3.8 1.5 1.3 Securities SR&A, A/P & Other Inventories, A/R & Other 6.9 7.7 10.8 11.9 Accruals Curr

  20. Slide 20: Thank you

    Thank you 20

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