Ipsen Sa · EURONEXT:IPN
Ipsen Sa — JP Morgan Healthcare Conference 2022
20 slides from Ipsen Sa's conference presentation, January 2022
Slide 1: JP Morgan Healthcare Conference
JP Morgan Healthcare Conference January 2022 1
Slide 2: Disclaimer and safe harbor
Disclaimer and safe harbor − This presentation includes only summary information and does not purport to be comprehensive. Forward-looking statements, targets and estimates contained herein are for illustrative purposes only and are based on management’s current views and assumptions. Such statement
Slide 3: Clear focus on three therapeutic areas
Clear focus on three therapeutic areas A future built on Specialty Care Our vision To be a leading global mid-sized biopharmaceutical company with a focus on transformative medicines in Oncology, Rare Disease and Neuroscience Oncology Rare Disease Neuroscience Strengthening Expanding Excelling and t
Slide 4: A strong platform for growth
A strong platform for growth External innovation Transition post-SSA competition entry Innovative brands Drive growth of core & innovative brands Somatuline® Accelerate growth with external innovation sales Core brands Total Time SSA: somatostatin analogue. 4
Slide 5: A winning strategy for sustainable growth
A winning strategy for sustainable growth Focus. Together. For patients & society. MAXIMIZE STRENGTHEN DRIVE FOCUS ON our brands the pipeline efficiencies culture 5
Slide 6: The Ipsen investment case
The Ipsen investment case Sound financial Strong External- Geographical Advancing structure and Specialty Care innovation footprint R&D pipeline strong cash franchise strategy generation Opportunities for A well-balanced A good mix of Seven transactions Building further growth across and expanding n
Slide 7: Specialty Care at Ipsen
Specialty Care at Ipsen 92% of total sales Specialty Care sales (€m) Oncology Neuroendocrine tumors 1,185 Oncology Advanced metastatic prostate 435 cancer Neuroscience Motor muscular disorders 402 Medical aesthetics RCC: monotherapy and in 334 Oncology combination Oncology Metastatic pancreatic canc
Slide 8: Growing the strong Oncology portfolio
Growing the strong Oncology portfolio Includes potential catalysts for Cabometyx and Onivyde Q3 YTD 2021 sales Q3 YTD 2021 sales Q3 YTD 2021 sales Q3 YTD 2021 sales +8.5% +15.9% +21.6% +10.4% Continued share Shifting the mix Significant number of Phase III data readout growth in most markets towards
Slide 9: Growing a strong Neuroscience portfolio
Growing a strong Neuroscience portfolio Compelling commercial and pipeline opportunities LCM and NMEs Q3 YTD 2021 sales DIRECTION Head-to-head Phase IV trial: +24.0% Dysport vs OnabotulinumtoxinA Aesthetics Longer-acting neurotoxins Market growth driven by Phase I/II: aesthetics and therapeutics fav
Slide 10: A strong and expanding global footprint
A strong and expanding global footprint NORTH AMERICA EU5 REST OF WORLD 32% 31% 37% of total sales of total sales of total sales Compelling U.S. Attractive China Leveraging a presence; infrastructure, significant strong commercial emerging presence in European platform execution new markets countrie
Slide 11: A compelling U.S. presence
A compelling U.S. presence U.S. total sales 2015-2021* Outstanding track record of consistent growth CAGR Strong commercial capabilities +33% positioning Ipsen as partner of choice Diversified channel mix with sales split 50/50 between €m 841 commercial & government channels 825 750 Drivers of conti
Slide 12: Strong execution of the external-innovation strategy
Strong execution of the external-innovation strategy Seven transactions completed in 2021: across the therapeutic areas Accent Therapeutics BAKX Therapeutics Queen’s University METTL3 BKX-001 FLIP-inhibitor program Oncology Preclinical Preclinical Preclinical GENFIT elafibranor Rare Disease Phase II
Slide 13: Expanding Rare Disease pipeline with elafibranor
Expanding Rare Disease pipeline with elafibranor 2L PBC: Phase III data readout anticipated in 2023 Rare Disease Expands Ipsen’s position in Rare Disease a late-stage clinical asset in rare hepatic disorders Exclusive worldwide licence1 anticipated peak sales of around €500m Compelling Phase II data
Slide 14: Building a high-value sustainable pipeline
Building a high-value sustainable pipeline Phase I Phase II Phase III Registration Cabometyx + atezolizumab IPN601301 Cabometyx + atezolizumab Cabometyx Solid tumors FOP 1L HCC 2L RR DTC4 IPN59011 mesdopetam Cabometyx + atezolizumab palovarotene Longer-acting neurotoxin PD-LID 2L NSCLC2 FOP Ax IPN10
Slide 15: Conclusion
Conclusion Near-term events: maximizing the brands and building the pipeline Business Clinical development opportunities Maximizing development milestones key brands Cabometyx + atezolizumab: Seven transactions in 2021 2L NSCLC Phase III data readout External innovation: Rollout of the primary capit
Slide 16: Questions
Questions Diana Living with post-stroke spasticity © Ipsen 2019 / Pguimaraes / CAPA Pictures Sintra, Portugal 16
Slide 17: Thank you
IPSEN £9) Innovation for patient care
Slide 18: Investor Relations contacts
Craig Marks Vice President, Investor Relations +44 7564 349 193 craig.marks@ipsen.com Adrien Dupin de Saint-Cyr Investor Relations Manager +33 6 64 26 17 49 adrien.dupin.de.saint.cyr@ipsen.com 18
Slide 19: Follow us
SIPSEN © Innovation for patient care
Slide 20: JP Morgan Healthcare Conference
JP Morgan Healthcare Conference January 2022 20