Sanofi Sa · EURONEXT:SAN
Sanofi Sa — Cowen Healthcare Conference 2018
30 slides from Sanofi Sa's conference presentation, Mar 12, 2018
Slide 1: Cowen Healthcare Conference
Cowen Healthcare Conference Bill Sibold, Executive Vice President, Sanofi Genzyme March 12, 2018
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements are statements that are not historical facts. These statements include projections and estimates and their under
Slide 3: Agenda
Agenda Sanofi 2017 financial performance ODYSSEY Outcomes - Reduction of MACE in post ACS patients Building leadership in rare blood disorders New immunology franchise driving growth of Specialty Care Re-establishing a competitive position in Oncology Conclusion 3
Slide 4: Continued Progress on Sanofi's Strategic Transformation
Continued Progress on Sanofi’s Strategic Transformation Reshape portfolio Execute launches Drive simplification Sustain innovation • Bioverativ strengthens • Dupixent® launch continues to • Restructuring of alliance • Accelerate and expand leadership in rare diseases(1) exceed expectations with Alny
Slide 5: FY 2017 Company Sales Grew 0.5% with EPS Broadly Stable In-Line with Expectations
FY 2017 Company Sales Grew 0.5%(1) with EPS Broadly Stable In-Line with Expectations Company Sales Business EPS €35,562m €35,055m €5.68 €5.54 +0.5% -0.4% at CER/CS(1) at CER FY 2016 FY 2017 FY 2016 FY 2017 (2) CS CER = Constant Exchange Rates (1) Growth at Constant Exchange Rates (CER) and Constant
Slide 6: In 2017, Specialty Care Sales Has Surpassed Contribution from Diabetes & Cardiovascular GBU
In 2017, Specialty Care Sales Has Surpassed Contribution from Diabetes & Cardiovascular GBU FY 2017 Sales by Global Business Unit Growth at CER/CS(1) Company Sales €35,055m +0.5% Sanofi Genzyme (Specialty Care) (2) €5,674m +15.2% Sanofi Pasteur (Vaccines) €5,101m +8.3%(3) Diabetes & Cardiovascular (
Slide 7: Agenda
Agenda Sanofi 2017 financial performance ODYSSEY Outcomes - Reduction of MACE in post ACS patients Building leadership in rare blood disorders New immunology franchise driving growth of Specialty Care Re-establishing a competitive position in Oncology Conclusion 7
Slide 8: ODYSSEY OUTCOMES Establishes Platform to Optimize Long-Term Benefits of Praluent
ODYSSEY OUTCOMES Establishes Platform to Optimize the Long-Term Benefits of Praluent® Treatment for Patients Met primary endpoint with 15% RRR of major CV events / MACE The first non-statin, lipid-lowering trial to be associated with a reduction in all-cause mortality (nominal p=0.026) For pat
Slide 9: Building the Opportunity for Praluent Based on Strong Body of Clinical Data
Building the Opportunity for Praluent® Based on Strong Body of Clinical Data from ODYSSEY Study Program Engage with healthcare providers to address high risk patient population Increase access for appropriate patients by working together with payers Submission to regulators for label inclusion of OD
Slide 10: Agenda
Agenda Sanofi 2017 financial performance ODYSSEY Outcomes - Reduction of MACE in post ACS patients Building leadership in rare blood disorders New immunology franchise driving growth of Specialty Care Re-establishing a competitive position in Oncology Conclusion 10
Slide 11: Building a Leading Rare Blood Disorder Franchise
Building a Leading Rare Blood Disorder Franchise Global Non-Malignant Hematology Market ILLUSTRATIVE Expand Opportunity in Rare Blood Disorders + Additional Rare Blood Disorder Opportunities + Sickle Cell Disease • Gene editing technology from + β-Thalassemia Bioverativ/Sangamo collaboration + Cold
Slide 12: Bioverativ Acquisition Provides Platform for Expansion into Rare Blood Disorders
Bioverativ Acquisition Provides Platform for Expansion into Rare Blood Disorders • XTEN technology expected to offer once-weekly dosing or less Hemophilia • rFVIIIFc-VWF-XTEN for Hemophilia A and rFVIXFC-XTEN for Hemophilia B • XTEN polypeptides improve the pharmacokinetic profile and degrade natura
Slide 13: Hemophilia is a ~$10bn Global Market Growing at 7% Annually
Hemophilia is a ~$10bn Global Market Growing at 7% Annually Hemophilia A & B Factor Products Hemophilia Growth Drivers Hemophilia A Hemophilia B ~151k Identified Patients ~30k Identified Patients • Reliable and safe EHL(1) factors ~80% of Population ~20% of Population driving patients to prophylacti
Slide 14: Fitusiran: Sanofi's Investigational siRNA Therapeutic Complementary to Bioverativ's Expertise
Fitusiran: Sanofi’s Investigational siRNA Therapeutic is Highly Complementary to Bioverativ’s Hemophilia Expertise Fitusiran Phase 1/2 Study in Patients • Fitusiran is an investigational siRNA therapeutic that with Inhibitors is expected to knock down antithrombin, for Primary endpoint Annualized Bl
Slide 15: Ablynx Provides a Leading Platform Technology and Enhances Late-Stage Pipeline
Ablynx Provides a Leading Platform Technology and Enhances Sanofi’s Late-Stage Pipeline A Leading Biologics Platform Ablynx Nanobody® VHH • Up to 8 investigational programs focused on immune-mediated inflammatory diseases • Nano to pico-molar affinities • Multiple drug targets in a single molecule •
Slide 16: Strong Results from Caplacizumab Phase 3 HERCULES Study in aTTP
Strong Results from Caplacizumab Phase 3 HERCULES Study in aTTP Reduction in Time to Platelet Count Response % of patients without platelet count response • Primary endpoint met on reduction in time to platelet count response(1) placebo N=73 caplacizumab N=72 • Strong efficacy across range of second
Slide 17: Agenda
Agenda Sanofi 2017 financial performance ODYSSEY Outcomes - Reduction of MACE in post ACS patients Building leadership in rare blood disorders New immunology franchise driving growth of Specialty Care Re-establishing a competitive position in Oncology Conclusion 17
Slide 18: New Immunology Franchise Emerges as a Contributor to Growth in Specialty Care in 2017
New Immunology Franchise Emerges as a Contributor to Growth in Specialty Care in 2017 Global Specialty Care Franchise Sales • Immunology franchise achieved sales of €230m • Dupixent sales reached €219m €6,678m • Kevzara launch progressing well, capturing 15% of €230m €5,950m NBRx market share in t
Slide 19: Global Roll-Out in Atopic Dermatitis in 2018
Global Roll-Out in Atopic Dermatitis in 2018 2017 Launches and 2018 Expected Launches • AD: U.S. launch continues to exceed H1 2017 H2 2017 H1 2018 H2 2018 expectations • >33,000 patients prescribed(1) • Focus on prescribers depth • Targeted awareness DTC campaign • FDA submission in asthma complete
Slide 20: Dupilumab Clinical Program Focused on Population with Uncontrolled Persistent Asthma
Dupilumab Clinical Program Focused on Population with Uncontrolled Persistent Asthma Nearly 20% of diagnosed asthma patients have severe persistent disease U.S. Patient Population Asthma patients by disease severity 2016 (all ages) 25.5m Diagnosed 25.5m Severe persistent 4.9m 21.2m Moderate persiste
Slide 21: Dupilumab to Start Phase 3 Program in COPD in 2018
Dupilumab to Start Phase 3 Program in COPD in 2018 Large unmet need for new treatment Compelling rationale for dupilumab options in COPD development program in COPD • Estimated market of ~€16bn in • Unmet need to prevent exacerbation 2025(1) and to improve pulmonary function • No approved biologics
Slide 22: Global Launch Opportunities in Multiple Diseases to Realize Full Potential
Global Launch Opportunities in Multiple Diseases to Realize the Full Potential of a ‘Pipeline in a Product’ Growth Opportunities across Diseases, • Dupilumab expected to be a key growth Geographies and Demographics(1) driver with significant commercial potential in multiple diseases ILLUSTRATIVE COP
Slide 23: Multiple Sclerosis Franchise Delivered Strong Growth Despite Increased Competition in the U.S.
Multiple Sclerosis Franchise Delivered Strong Growth Despite Increased Competition in the U.S. Global MS Franchise Sales • Fastest growing oral RMS product(1) in the U.S. €2,041m • Only oral treatment to significantly reduce the risk of disability progression in two Phase 3 studies(2) €1,720m €1,567
Slide 24: Agenda
Agenda Sanofi 2017 financial performance ODYSSEY Outcomes - Reduction of MACE in post ACS patients Building leadership in rare blood disorders New immunology franchise driving growth of Specialty Care Re-establishing a competitive position in Oncology Conclusion 24
Slide 25: Sanofi's Strong Commitment to Oncology Expected to Begin to Deliver in 2018
Sanofi’s Strong Commitment to Oncology Expected to Begin to Deliver in 2018 1 U.S. launch Pivotal studies 3 BLA/MAA submissions Potential proof 9 ongoing or planned • Cemiplimab (2) CSCC(1) New proof of 4 of concept • Cemiplimab (2) CSCC: U.S., EU Pre-clinical 14 concept indications study readouts •
Slide 26: Cutaneous Squamous Cell Carcinoma is a Disease with Significant Unmet Medical Need
Cutaneous Squamous Cell Carcinoma (CSCC) is a Disease with Significant Unmet Medical Need • High patient burden in resectable and unresectable locally advanced and metastatic disease 2nd 200K most common • Rate of metastasis is 1% to 6%(1) • Presence of distal metastasis associated skin cancer in U.
Slide 27: Pivotal Results for Cemiplimab in Advanced CSCC Confirm PD-1 as Important Target
Pivotal Results for Cemiplimab(1) in Advanced CSCC Confirm PD-1 as Important Therapeutic Target Pivotal Phase 2 Trial • If approved cemiplimab expected to be the first anti-PD-1 indicated for advanced CSCC Metastatic (nodal & distant) CSCC • Results from 82 patients in the pivotal (Cohort 1) Phase 2
Slide 28: Significant Opportunity for Isatuximab in Large and Growing Multiple Myeloma Market
Significant Opportunity for Isatuximab in Large and Growing Multiple Myeloma Market Estimated Worldwide Multiple • Globally ~114k new cases diagnosed annually with Multiple Myeloma (MM) (2) Myeloma Market(1) $29bn • Anti-CD38 class becoming standard of care • Combinability without increased toxicity
Slide 29: Agenda
Agenda Sanofi 2017 financial performance ODYSSEY Outcomes - Reduction of MACE in post ACS patients Building leadership in rare blood disorders New immunology franchise driving growth of Specialty Care Re-establishing a competitive position in Oncology Conclusion 29
Slide 30: Creating Value for Shareholders by Executing on Sanofi Strategic Transformation
Creating Value for Shareholders by Executing on Sanofi Strategic Transformation 1 Delivered on financial objectives 2 Launched a new Immunology franchise 3 Progressed pipeline and research platforms 4 Creating value through acquisitions 30