Novo Nordisk A/s Class B · OMXCOP:NOVO_B
Novo Nordisk A/s Class B — Q1 2010 Earnings Presentation
14 slides from Novo Nordisk A/s Class B's earnings presentation, 2010
Slide 1: Investor presentation First three months of 2010
Investor presentation Investor presentation First three months of 2010
Slide 2: Forward-looking statements
Investor presentation First three months of 2010 Slide no 2 Forward-looking statements Novo Nordisk’s reports filed with or furnished to the US Securities and Exchange Commission (SEC), including this document as well as the company’s Annual Report 2009 and Form 20-F, both filed with the SEC in Febr
Slide 3: Agenda
Investor presentation First three months of 2010 Slide no 3 Agenda • Highlights for the first three months of 2010 • Victoza® launch update • US health care reform • R&D focus on the new generation of insulins • Concluding remarks
Slide 4: Highlights and key events
Investor presentation First three months of 2010 Slide no 4 Highlights and key events Market development • Solid launch performance of Victoza® in the US and EU • Modern insulins drive robust sales growth of 9% (11% in local currencies) • North America and International Operations account for more t
Slide 5: New study doubles estimates for diabetes prevalence in China
Investor presentation First three months of 2010 Slide no 5 New study doubles estimates for diabetes prevalence in China New England Journal of Medicine: Development in estimates for 92 million Chinese diabetics Chinese diabetes prevalence 100 • The study is based on diabetes tests of a representati
Slide 6: Proteins drive value growth in the global diabetes care market
Investor presentation First three months of 2010 Slide no 6 Proteins drive value growth in the global diabetes care market Global diabetes care market Global diabetes care by treatment class value market share OAD Insulin GLP-1 40 25% 23% 35 Total market: CAGR 10% Quarterly sales (bDKK) 20% 30 25 CA
Slide 7: Encouraging start for Victoza in the US
Investor presentation First three months of 2010 Slide no 7 Encouraging start for Victoza® in the US Victoza® share of GLP-1 Encouraging initial market (volume) uptake in the US ® ® Victoza TRx Victoza NRx 25% • Launched in February 2010 23% Share of GLP-1 market (Vol) • Pipeline filling related to
Slide 8: Solid progress of Victoza roll-out in EU
Investor presentation First three months of 2010 Slide no 8 Solid progress of Victoza® roll-out in EU German diabetes market UK diabetes market (value market share) (value market share) Victoza ® Exenatide GLP-1 all Victoza® Exenatide GLP-1 all 4% 5% 4.9% Diabetes market share (value) Diabetes marke
Slide 9: Key elements of the US Health Care reform
Investor presentation First three months of 2010 Slide no 9 Key elements of the US Health Care reform Elements with financial impact from 2010 and 2011 Selected additional elements • From 2010 • Medical coverage for 32 million people • Increased mandated Medicaid rebate • Health insurance mandatory
Slide 10: Degludec: a more predictable insulin with less day to day variation
Investor presentation First three months of 2010 Slide no 10 Degludec: a more predictable insulin with less day to day variation Variation in effect on blood glucose of Degludec and Glargine based on phase 1 data Increasing risk of hypoglycaemia Lantus ® Glargine Effect on blood glucose Updated slid
Slide 11: DegludecPlus: The predictability and longevity of degludec with a bolus boost
Investor presentation First three months of 2010 Slide no 11 DegludecPlus: The predictability and longevity of degludec with a bolus boost DegludecPlus vs. insulin glargine and BIAsp simulation based on phase 1 data DegludecPlus Glargine 0.6 U/kg BIAsp 30 8 GIR (mg/kg/min) 6 Rapid 4 component 2 Basa
Slide 12: Begin and Boost are designed to explore degludec and degludecplus in broad settings
Investor presentation First three months of 2010 Slide no 12 Begin™ and Boost™ are designed to explore degludec and degludecplus in broad settings Insulin treatment initiation Insulin treatment intensification Type 1 • Degludec OD + NovoRapid® TID vs. diabetes glargine OD + NovoRapid® TID BEGIN™ • D
Slide 13: Closing remarks
Investor presentation First three months of 2010 Slide no 13 Closing remarks Solid market performance Promising pipeline • 10% annual diabetes market growth • Victoza® launch expands product driven by diabetes prevalence offering for early stage type 2 diabetes • 51% insulin market share with leader
Slide 14: Investor information
Investor presentation First three months of 2010 Slide no 14 Investor information Share information Investor Relations Novo Nordisk’s B shares are listed contacts on the stock exchange in Novo Nordisk A/S Investor Relations Copenhagen. Its ADRs are listed on Novo Allé, DK-2880 Bagsværd the New York