Terumo Corporation · TSE:4543
Terumo — Investor Presentation (November 2024)
15 slides from Terumo's investor presentation, Nov 7, 2024
Slide 1: Beyond GS26: Innovation Strategy
Beyond GS26: Innovation Strategy November 7, 2024 Hikaru Samejima Chief Executive Officer Terumo Corporation
Slide 2: Forward-Looking Statements and Use of Document
Forward-Looking Statements and Use of Document Among the information that Terumo discloses, the forward-looking statements including financial projections are based upon our assumptions using information available to us at the time and are not intended to be guarantees of future events or performanc
Slide 3: Commitment to Innovation
Commitment to Innovation Positioning innovation as a key management strategy Our future, Organizational transformation, and fostering corporate culture for innovation Establishment of new director in charge of innovation created through innovation Present Providing solutions through new ideas ©TERUM
Slide 4: Progress of GS26 Sales Growth Drivers
Progress of GS26 Sales Growth Drivers C&V TMCS CDMO Expansion of therapeutic business Overseas development Neurovascular/aortic Signed the first contract with an overseas pharmaceutical manufacturer Expansion of sales through the launch of new stroke and aortic therapeutic device products Expa
Slide 5: Innovation at Terumo
Innovation at Terumo Linking innovation and management strategy Accelerate pipeline creation aiming for top-line growth Intellectual property DX CVC Existing business Internal New fields External Open Pranex Innovation Clinical development M&A ©TERUMO CORPORATION 5
Slide 6: Further Pipeline Expansion Through Innovation
Further Pipeline Expansion Through Innovation Beyond GS26 Venous device GS26 Drug-eluting Atherectomy Peripheral DSS balloon Vascular radial system Drug-eluting plug stent Next-generation Next-generation Stent retriever X coating Aspiration catheter Intrasaccular Balloon stent device guide catheter
Slide 7: Venous Thromboembolism (VTE) and Market Overview
Venous Thromboembolism (VTE) and Market Overview Venous Thromboembolism (VTE): PE + DVT VTE market size and growth potential Venous thromboembolism is a serious, life-threatening disease Patient numbers increasing 10% per year; cardiovascular disease 3rd leading cause of death Pulmonary Embolism
Slide 8: Venous Business Strategy
Venous Business Strategy Proposing solutions for the entire VTE treatment process Access Therapeutic Closure Strong market presence Entering the largest market for VTE interventions: Entering the vascular in the access field thrombectomy devices and intravenous stents closure device business Large
Slide 9: Venous Product R&D
Venous Product R&D Developing technology for arterial products Dedicated venous products Existing arterial products (unmet needs specific to venous therapies) satisfying unmet needs Coating Tube molding Metalworking technology technology technology Arterial lesion access Steerability Flexibility Ven
Slide 10: Venous Pipeline and Estimated Sales
Venous Pipeline and Estimated Sales Estimated sales Now on sale Short term Mid-Long term Other External Treatment Technology PE GW Large Bore PE MAYUMI Sheath (Lungs) Sheath GW Next Gen 2,3 Thrombectomy Diagnostic Glidewire System Cath Advantage Closure Device High DVT Penetration GW (Lower peripher
Slide 11: Corporate Venture Capital (CVC) "Terumo Ventures"
Corporate Venture Capital (CVC) Inaugurated Aug. 2024 "Terumo Ventures" Agile Venture investment through Venture investment with VC funds, etc. Ownership Stimulating innovation through venture investment ～ Accelerate the speed of new technology acquisition and M&A pipeline creation ～ ©TERUMO CORPORA
Slide 12: Venture Capital Market and Terumo's Portfolio
Venture Capital Market and Terumo's Portfolio Venture investment market (deal breakdown) Venture investment portfolio 01 02 03 04 Nonclinical Clinical Idea studies studies Approval Other Structural heart disease SHD Rehabilitation Structural Drug discovery Graft heart Digital Respiratory organs Diag
Slide 13: Use of Digital Technology
Use of Digital Technology Our solutions Looking beyond "minimally invasive vascular treatment" Digital/AI Minimally invasive technology-based vascular treatment diagnostics in the acute phase From visual interpretation of radiograms toward objective quantification of risk ©TERUMO CORPORATION 13
Slide 14: Taking Healthcare to New Heights
Taking Healthcare to New Heights Pursuing new value in healthcare Our future, created through innovation Innovation Present Providing solutions through new ideas ©TERUMO CORPORATION 14
Slide 15: ~“TERUMO
~“TERUMO