Gsk Plc · LSE:GSK
Gsk — JP Morgan Conference 2018
15 slides from Gsk's conference presentation, Jan 9, 2018
Slide 1: Progressing our new priorities: Innovation, Performance, Trust
Progressing our new priorities: Innovation, Performance, Trust Emma Walmsley, CEO JP Morgan Conference 9 January 2018
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly t
Slide 3: Balanced business to deliver sustainable growth and returns to shareholders
Balanced business to deliver sustainable growth and returns to shareholders Common goal to improve health, from prevention to treatment Therapeutic and Vaccines Consumer Pharma category leadership Healthcare Broadest portfolio Leading positions in Global opportunities with leading position Category
Slide 4: Key objectives 2017-2020
Key objectives 2017-2020 - Prioritise Pharma and R&D focus - Maximise value from Group sales 5-year CAGR to 2020 low to mid single digit new product launches - Make the right choices to develop early-stage pipeline Consumer - Drive newly scaled Pharma Vaccines Healthcare Consumer and Vaccines - Impr
Slide 5: 3 priorities for all 3 businesses
3 priorities for all 3 businesses Innovation Performance Trust 5
Slide 6: Building a winning team
Building a winning team Significant appointments in senior roles 3 new executive team members Dr Hal Barron Luke Miels Karenann Terrell Chief Scientific Officer President, Global Chief Digital & and President, R&D Pharmaceuticals Technology Officer Focus on top talent for New hires from including: ~
Slide 7: Shingrix: a new standard of prevention for shingles
Innovation Shingrix: a new standard of prevention for shingles ACIP preferential recommendation Building a blockbuster ~100m US adults should receive Shingrix1 Eligible for revaccination Strong clinical profile ~20m - >90% efficacy across identified age groups2,3 - Sustained efficacy3 Age 50-59 ~42m
Slide 8: Prioritising to strengthen the pipeline in Pharma
Innovation Prioritising to strengthen the pipeline in Pharma Development capital focus on 2 core and 2 potential therapy areas Capital Therapy areas Prioritised assets Respiratory Trelegy (closed triple) PI3Kδ danirixin HIV/ Juluca (DTG+rilpivirine) Infectious diseases DTG+lamivudine cabotegravir +
Slide 9: Accelerating delivery in Respiratory: Ellipta
Innovation Accelerating delivery in Respiratory Ellipta: driving continued leadership in a large and growing market Consistently demonstrated Unprecedented exacerbation effect with superiority in COPD TRELEGY in COPD TRELEGY RELVAR/BREO1 ANORO1 SYMBICORT2 15% 25% 35% reduction vs reduction vs reduct
Slide 10: Accelerating delivery in Respiratory: Nucala
Innovation Accelerating delivery in Respiratory Nucala: A practice changing product with significant growth opportunity Strong uptake Highly competitive profile Opportunity to grow – NUCALA US sales growth rate ̶ Consistent exacerbation reduction ̶ Effective in other faster than XOLAIR in second yea
Slide 11: HIV: growth and innovation
Innovation HIV: growth and innovation Leading core agent and a new treatment paradigm with 2 drug regimens Leading core agent in HIV treatment 2DRs: a new era of HIV treatment – Dolutegravir is #1 core agent globally – Future growth driven by innovative oral and long-acting 2 drug regimen (2DR) pipe
Slide 12: Innovative and emerging Oncology pipeline
Innovation Innovative and emerging Oncology pipeline GSK’916 (BCMA) our leading asset in Multiple Myeloma – Multiple programmes across several platforms – First in class anti-BCMA ADC with multiple – Immuno-Oncology modes of action – Cancer epigenetics – Transformational data presented at ASH 2017 –
Slide 13: Progress on our priorities
Progress on our priorities Innovation Performance Trust - Executing on three major - Re-allocation of resources - Strengthen quality of new launches to key priorities medical engagement - Advancing our pipeline - Fuelled by cost, cash - Focused global health - Improved and capital discipline - Impro
Slide 14: Capital allocation framework
Capital allocation framework Key priorities for capital Invest 1. Pharma pipeline including BD in the 2. Consumer put Innovation business 3. Vaccines capacity - 80p per share expected for 2018 Improved - Focus on rebuilding free cash flow cover cash Shareholder over time Performance returns generati
Slide 15: Confident in outlook
Confident in outlook Up to 2020 2020 + Group sales 5-year CAGR low to mid single digit* Innovation Pharma Consumer Vaccines Healthcare Impact 5-year sales CAGR: 5-year sales CAGR: 5 year sales CAGR: human health low single digit* mid to high low to mid single digit* single digit* Performance Platfor