AstraZeneca PLC · LSE:AZN
AstraZeneca — Investor Presentation (2001)
28 slides from AstraZeneca's investor presentation, 2001
Slide 1: AstraZeneca Portfolio: a commercial perspective
A John Patterson "...AZ has one of th e f strongest, if not the ne o a has o in the strongest franchise in enec aZ ines el Oncology” .. . Astr gest pip UBS Warburgs, No ” tr on , v. 2001 th e s to n n e ." Bo s o stry irst ffer lines indu Suisse F o o e it Cred 2000 n u es t g pip ti tin De c Z con
Slide 2: Managing the portfolio to create value
Managing the portfolio to create value b Portfolio Management is a business asset b Single global development pipeline b Balance of NCEs, indications, formulations and life cycle management b Defining development resource allocation b Commercial leadership against Target Product Profiles A Optimisin
Slide 3: Customer group focus is required
Customer group focus is required Discovery Development Market Place CNS Pain Primary Care CV Respiratory Hospital Infection Specialist Oncology GI A Primary Care portfolio b Life cycle management and new product launches build on established franchises RITA CNS RITA CNS PAI 13% 3% 15% 4% CV PAI 5% 5
Slide 4: Primary Care – GI franchise
Primary Care – GI franchise b Established products ! Losec® / Prilosec®, Entocort® b Growth Products ! Nexium® b New Product Pipeline ! Rofleponide, RAPID • PPI market worth $16.7 billion • H2 switch potential of $12 billion A Nexium® – excellent competitive profile Agent Nexium lanso omep panto ra
Slide 5: Life cycle management
Life cycle management Nexium Heals more patients, faster b Trials with >25 000 patients in 14 countres b Comparative studies, Major >10 000 patients in 25 countries IIIb/IV ! EAZEE – healing vs lansoprazole programme ! METROPOLE – maintenance vs lansoprazole A Life cycle management Major Nexium II
Slide 6: Life cycle management
Life cycle management New Major Formulation Nexium IIIb/IV programme New Indications New b innovative new areas for PPI therapy – EERD, e.g. Acid sNDA Asthma initiatives A Life cycle management New Major Formulation New Nexium IIIb/IV sNDA programme New initiatives Indications Heals more patients
Slide 7: Primary Care – respiratory franchise
Primary Care – respiratory franchise b Established products ! Oxis®, Pulmicort® b Growth Products ! Symbicort®, Rhinocort® Aqua, Pulmicort® Respules® b New Product Pipeline ! RPNS • Market worth $10 billion • AZ respiratory franchise worth $1.5 billion; growing at 15 %* * Sep 01/MAT A Excellent comp
Slide 8: Symbicort life cycle management
Turbuhaler® A Life cycle management Symbicort b Reduction in number of severe exacerbations COPD b Improved lung function and symptom control b Improved quality of life A AztraZeneca Portfolio: a commercial perspective: John Patterson A
Slide 9: Symbicort life cycle management
Life cycle management Symbicort COPD b The only inhaler that an Single asthma patient needs therapy A Life cycle management Single Symbicort COPD therapy b Expand device choice pMDI A AztraZeneca Portfolio: a commercial perspective: John Patterson A
Slide 10: Symbicort life cycle management
Life cycle management Single Symbicort COPD pMDI therapy b US IND opened and filing US expected 2004 Development b pMDI presentation A Life cycle management Single US Symbicort COPD pMDI therapy Development Fast, adjustable, symptom driven asthma control in a single inhaler A AztraZeneca Portfolio
Slide 11: The cardiovascular patient picture
The cardiovascular patient picture Hypertension Type 2 $22.8 bn Diabetes $6.4 bn Dyslipidemia $16.8 bn Thrombosis Atherosclerosis Significant patient overlap Large market Sales force efficiency Source: IMS HEALTH MIDAS; world = 31 markets; MAT Q2/2001 A Primary Care – CV franchise b Established prod
Slide 12: Statin market dynamics
Life cycle management Drug of Heart Diabetic Atacand® Choice for Failure Complications the elderly SCOPE CHARM DIRECT Efficacy with long duration and placebo like tolerability A Statin market dynamics b Market worth $16.8 billion b Forecast to grow at over 10% a year ! Only 1/3rd eligible patients t
Slide 13: Statins: competitive profile
Statins: competitive profile Agent atorvastatin pravastatin simvastatin LDL lowering +++ ++ + + HDL increase ++ + + ++ Broad Label + + ++ ++ Patients to Guidelines +++ ++ + + A LDL-C: significantly greater reductions with Crestor™ than with atorvastatin at week 12 atorvastatin 10mg Crestor™ 5mg Cres
Slide 14: Achievement of NCEP ATP-II LDL-C goals
Achievement of NCEP ATP-II LDL-C goals on start dose at week 52* 100 % of patients achieving goal 90 82% 80 69% 70 59% 60 50 40 30 20 10 0 atorvastatin 10mg Crestor™ 5mg Crestor™ 10mg Initial randomised treatment *Note: no statistical analysis was performed A Life cycle management Best in class LDL
Slide 15: Crestor life cycle management
Life cycle management Science Crestor™ Package b Broad and competitive programme Clinical b Through compliance and Experience comparative trials Programme b Hit all targeted Primary Care Physicians A Life cycle management Clinical Science Crestor™ Experience Package Programme b Short and long term p
Slide 16: Type 2 diabetes
Life cycle management Clinical Science Outcomes Crestor™ Experience Package Programme Programme Best in class LDL reduction – more patients to goal A Type 2 diabetes Dyslipidaemia Hypertension Atheroma Type 2 Diabetes { } 2008 $6.4 bn $15 bn 2001 150 m 200+ m patients patients A AztraZeneca Portfoli
Slide 17: A complementary approach to treat dyslipidaemias
A complementary approach to treat Dyslipidaemias Superstatins & PPARα/γ agonists Crestor™ - Total LDL Small Dense HDL TG Glucose Cholesterol Cholesterol LDL Cholesterol () - AZ 242 (anticipated effects) A AZ 242 PPAR target product profile differential advantages AZ 242 Agent potential rosiglitazone
Slide 18: Primary Care early stage portfolio
Primary Care early stage portfolio CV CNS • AZD 7545 • AR-A2 • AZD 7009 • NAD 299 • AZD 6140 • AZ 5106 • AZD 0947 GI • AZD 3355 Pain Control • AR-H047108 • AZD 4282 Respiratory • AZD 3582 • ZD 4407 • RPNS A Specialist and hospital care PAI Total CNS Total 47% CNS Total 31% 37% PAI Total 69% CV Total
Slide 19: Hospital and specialists franchise
Hospital and specialists franchise b Established products ! Diprivan®, Local anaesthetics, Merrem® b Growth Products ! Seroquel®, Zomig® b New Product Pipeline ! Exanta™ A Sustainable benefits in $7 billion market Attribute Seroquel® olanzapine risperidone ziprasidone Efficacy in 1 week Effective in
Slide 20: Anticoagulation market
Life cycle management Sustained Seroquel® Granules Bi-polar Release Improvement without Impairment A Anticoagulation market b Market today worth $2.8 billion b CAGR of 19% b Specialist driven, Primary Care volume b High unmet need b Warfarin 3rd most prescribed drug in US Source: IMS Health MIDAS; w
Slide 21: Exanta: core benefits
Exanta™: core benefits warfarin LMWH Oral administration Fixed dosing Rapid onset / offset Predictable kinetic profile NO anti-coagulation monitoring NO significant food or drug interactions NO risk of thrombocytopenia Inhibits free and clotbound thrombin A Life cycle management VTE Atrial VTE Secon
Slide 22: Hospital specialist early stage portfolio
Hospital specialist early stage portfolio CV Respiratory & Inflammation • AZD 7545 • ZD 4407 • AZD 7009 • AZD 9056 • ZD 2315 Infection • AZD 8309 • AZD 2563 CNS & Pain Control • NXY-059 • AZD 0947 GI • AR-A2 • AZ 5106 • AR-H047108 • NAD 299 • AR-R15896 • Rofleponide • AZD 4282 • AZD 3355 A Oncology
Slide 23: Oncology franchise
Oncology franchise b Established products ! Nolvadex®, Zoladex® b Growth Products ! Casodex®, Arimidex® b New Product Pipeline ! Faslodex™, Iressa™, ZD 9331 ! other novel compounds A Living with cancer Risk Reduction Early Locally Advanced Advanced Market Current market value Size Potential market v
Slide 24: Life after diagnosis
Life after diagnosis b 63% market share; +22% (MAT Q2/01) b PSA testing increasing outside US b Approved for early disease; 42% risk reduction b Casodex® EPC regulatory update ! 9 approvals, including EU markets in MR process ! Launched in Japan, UK, Italy ! sNDA end 2001 A The world’s leading Aroma
Slide 25: Living with cancer
Selective estrogen receptor down regulator b 2nd line treatment for advanced breast cancer b Given as a monthly injection b Helps compliance b Removes daily reminder of disease b Expected US launch Q1 2002 A Living with cancer Non Small Cell Lung Cancer (NSCLC) b NDA and JNDA on track for end 2001;
Slide 26: Iressa phase II monotherapy data
Iressa™ phase II monotherapy data b 210 patients with advanced refractory NSCLC ! failed on 1 or 2 previous chemotherapy regimens b Overall response rate 18.7% b Overall disease control rate 52.9% b Median progression free survival 84 days b Favourable tolerability profile A Living with cancer b Exp
Slide 27: Living with cancer
Living with cancer Product/Company OSI-774 C225 Class EGFR-TKI EGFR-TKI EGFR-MAb Efficacy ++ + + Safety/tolerability ++ + + Oral + + - Breadth of trials +++ ++ ++ A Living with cancer Broad development Advanced NSCLC Gastric Cancer Prostate Cancer Breast Cancer Early Stage Disease 70+ trials startin
Slide 28: The best portfolio to deliver the greatest commercial potential
Continuous flow of new products and line extensions to all customer groups ® RPNS ZD 9331 AZ 242 A The best portfolio to deliver the greatest commercial potential b Optimising existing franchises b Driving the growth products b Delivery of development portfolio A AztraZeneca Portfolio: a commercial