Gsk Plc · LSE:GSK
Gsk — Shareholder Meeting (May 2022)
12 slides from Gsk's shareholder meeting presentation, May 4, 2022
Slide 1: Annual General Meeting
Emma Walmsley Chief Executive Officer Annual General Meeting 4 May 2022
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: 2022 – a landmark year following major strategic transformation
2022 – a landmark year following major strategic transformation Focused on creating significant shareholder value with two new companies 2017 2022 Innovation Invest in pipeline Sharpen commercial execution Performance Improve cash generation and investment prioritisation Trust ESG leadership Culture
Slide 4: 2021: Strong results and accelerating momentum
2021: Strong results and accelerating momentum Sales +5%, adjusted earnings per share +9% Sales Group turnover £34bn +5% 80p Free cash flow Total £4.4bn +7% Earnings Per Share dividend per share Total 87.6p (13)% Adjusted 113.2p +9% Percentage growth at CER; except free cash flow that is at AER
Slide 5: Operating Performance: Pharmaceuticals
Operating Performance: Pharmaceuticals Total sales £17.7bn: up 4% Strong commercial execution in our new Progress in HIV with innovation sales now Launch of Xevudy, innovative antibody and specialty products, up 26%* 34% of portfolio and oncology with launch for COVID-19 treatment with ~£1bn sales o
Slide 6: Operating Performance: Vaccines
Operating Performance: Vaccines Total sales £6.8bn: up 2% Shingrix sales £1.7bn with strong Meningitis sales £961m with market share Pandemic adjuvant sales £444m to sequential growth in second half of the year gains for Bexsero governments and recovery of demand 2021 figures. CER growth rates
Slide 7: Operating Performance: Consumer Healthcare
Operating Performance: Consumer Healthcare Total sales £9.6bn: up 4%* Strong momentum reflecting underlying strength of brands across portfolio and categories and continuing growth in e-commerce
Slide 8: 2021: Significant R&D progress across the pipeline
2021: Significant R&D progress across the pipeline Building high-value biopharma pipeline focused on vaccines and specialty medicines 3 major approvals 7 regulatory 22 assets in 20+ business development submissions pivotal trials deals, including human genetics and AI Top quartile performance since
Slide 9: Strong R&D pipeline of vaccines and medicines
Strong R&D pipeline of 64 vaccines and medicines Many offering potential best or first-in-class opportunities; 22 in pivotal trials Phase I Phase II Phase III/Registration C. difficile* vaccine Malaria (fractional dose)* vaccine Bexsero infants (US) vaccine Infectious Diseases Klebsiella pneumoniae*
Slide 10: Building Trust: continued focus for impact
Building Trust: continued focus for impact Improving performance, reducing risk and increasing impact Healthy planet, healthy people Environmental goals Malaria vaccine Inclusion, equity and diversity Six core ESG areas: Environment, Access, Global Health, Inclusion and Diversity, Product Governance
Slide 11: Delivering value for shareholders
Delivering value for shareholders Target demerger date: July 2022 More than 5% sales CAGR* 4-6% organic annual sales growth More than 10% adjusted OP CAGR* Expanding margin while investing for growth Adjusted Operating Margin expansion to at least 30% High cash conversion by 2026* *Growth ambitions
Slide 12: © 2022 GSK group. All Rights Reserved.
© 2022 GSK group. All Rights Reserved.