Johnson & Johnson · NYSE:JNJ
Johnson & Johnson — Investor Day (December 2023)
36 slides from Johnson & Johnson's investor day presentation, Dec 5, 2023
Slide 1: Click a booth button below to visit the booth information
Click a booth button below to visit the booth information (©) Abiomed G) Bladder Cancer (3) Cell Therapy Complex Digital & @ Biologics © Data Science G) Electrophysiology G) LungCancer —G) Milvexian G) MONARCH @) Nipocalimab G) Orthopaedics @) OTTAVA @) Surgery GC) Targeted Oral ©) Vision Treatments
Slide 2: Cautionary Note on Forward-Looking Statements
Cautionary Note on Forward-Looking Statements This presentation contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things: future operating and financial performance, product development, and market position and business st
Slide 3: Heart Recovery (Abiomed)
Heart Recovery (Abiomed) Abiomed® created the field of heart recovery and leads in recovering heart muscle and saving lives with heart pump and oxygenation technologies, enabling safer, more effective treatment and minimally invasive therapies for high-risk, urgent, and emergent patients. Our missio
Slide 4: Bladder Cancer
Bladder Cancer Vision: Advance localized, sustained delivery of bladder sparing therapies and deliver a program with sales potential $5B+* Mission: Deliver novel multimodal regimens to redefine the treatment of bladder cancer Substantial opportunity for innovation 2022 WW market size! ~$3.8B WW mark
Slide 5: Cell Therapy
Cell Therapy J&d is building to be the leader in cell therapy with a foundation in Hematologic Malignancies. Mission: The elimination of cancer Our approach: Deliver synergistic, curative treatment regimens to patients. Substantial cell therapy growth Near-term pipeline/portfolio milestones opportun
Slide 6: Complex Biologics
Complex Biologics Mission statement: The elimination of cancer Our approach: Apply deep disease understanding with multimodal therapeutics to attack disease, heighten targeted activity, and deepen responses and remissions Significant global unmet medical need and opportunity for bispecifics and tris
Slide 7: Data Science in R&D
Innovative Medicine Data Science in R&D Johnson & Johnson is leveraging the power of data science end-to-end, from R&D to Supply Chain and to Commercial. In R&D, it is helping us bring better, more targeted therapies to patients faster and more efficiently — and make previously impossible science po
Slide 8: POLYPHONIC
POLYPHONIC J&J MedTech delivers digitally enabled devices, capital, robotics, and software across the portfolio today. The POLYPHONIC™ ecosystem is designed to elevate the impact of J&J MedTech technologies, scale and activate the power of data across the sector, and deliver core applications for su
Slide 9: Electrophysiology
Electrophysiology Global market leader in the science and technology of cardiac arrhythmia. With a 30-year legacy of collaboration with the electrophysiology community, we pioneer cardiac rhythm solutions so that atrial fibrillation (AFib) doesn’t stop patients from living the lives they want. Our m
Slide 10: Lung Cancer
Lung Cancer Vision: Establish RYBREVANT® (amivantamab-vmjw) and lazertinib regimen as standard of care in first-line epidermal growth factor receptor-mutated (EGFRm) non- small cell lung cancer (NSCLC) and deliver a program with sales potential $5B+*! Mission: Accelerate a transformative portfolio b
Slide 11: Milvexian
• – – – • • – • – – myocardial infarction (MI) – • – – –
Slide 12: MONARCH
MONARCH Monarch is the first and only multispecialty flexible robotic platform cleared for use in bronchoscopy and urology procedures with substantial opportunity to transform the delivery of interventional oncology treatments. Our vision is to become the world's leading flexible robotic platform, s
Slide 13: Nipocalimab
Nipocalimab Nipocalimab is a differentiated anti-FcRn that we believe will define the standard of care of auto- and alloantibody diseases. These diseases represent an area of immense unmet medical need, affecting 240MM people worldwide who live with more than 80 diseases — most of which have few or
Slide 14: Orthopaedics
Orthopaedics As the leading global orthopaedics company with a restorative portfolio spanning head-to-toe, we are shaping the next frontier of orthopaedic innovation with clinically-differentiated implants and MedTech advancements across a range of procedures and sites of care. Our mission: Keeping
Slide 15: OTTAVA
OTTAVA Transforming surgery through the power of experience with a one-of-a-kind architecture, differentiated features, and Ethicon surgical instruments — only on the OTTAVA™ System Global surgery market ~40M relevant 2022 WW market size { procedures Program milestones Planning to submit IDE applica
Slide 16: Surgery
Surgery We are the global market leader in surgery. In collaboration with clinicians and health care experts, we develop clinically-differentiated surgical technologies to help address some of the most pressing health care challenges of our time such as metabolic disease, cardiovascular disease, and
Slide 17: Targeted Oral Treatments
Targeted Oral Treatments Johnson & Johnson Innovative Medicine has the opportunity to transform the immunology treatment experience with a portfolio of targeted oral treatments to fulfill the significant unmet need that remains — especially for the 50-70% of patients, almost 5 million patients in th
Slide 18: Vision
Vision Johnson & Johnson is a significant force in eye health. We improve and preserve sight for more than 40 million people every year and see opportunity to reach even more - focused on areas where high unmet need and high science intersect’. Vision Made Possible™ Ht Global Market position 1 t in
Slide 19: References:
References: Johnson&Johnson
Slide 20: Heart Recovery (Abiomed) References
Heart Recovery (Abiomed) References: 1. Incore markets of United States, Germany, Japan, Italy and Spain; Data source: Definitive Health 2. Abiomed data on file 3. Ejinarsonet al. Cardiovasc Diabetol (2018) 17:83 4. Felker, GM et.al. Loop Diuretics in Acute Decompensated Heart Failure. Circulation H
Slide 21: Bladder Cancer References
Bladder Cancer References: 1. Johnson & Johnson. 2023 EBR NSCLC WW Projected Sales. September 14, 2023 2. World Cancer Research Fund International. Bladder Cancer Statistics. https://www.werf.org/cancer-trends/bladder-cancer- statistics/#:~:text=Latest%20bladder%20cancer%20data,of %20bladder%20cance
Slide 22: • o • o • o • o • o • o • o
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Slide 23: Cell Therapy References
Cell Therapy References: Near-term pipeline/portfolio milestones * Expect approvals of CARTITUDE-4 in 2L-4L RRMM in the U.S. and EU in 2024 o Janssen Submits Supplemental Biologics License Application to U.S. FDA Seeking Approval of CARVYKTI® for the Treatment of Patients with Relapsed or r Refracto
Slide 24: Complex Biologics References
Complex Biologics References: Market dynamics + >1.3M ww incidence The Global Cancer Observatory (2020, December). Multiple Myeloma. https://gco.iarc.fr/today/data/factsheets/cancers/35-Multiple-myeloma-fact- sheet.pdf + >712K ww deaths The Global Cancer Observatory (2020, December). Multiple Myelom
Slide 25: Data Science in R&D References
Innovative Medicine . Data Science in R&D References: 1. Pharmacology & Therapeutics 2. APSB 3. RBC Capital Markets; UMB 4. Six FDA guidances focused on RWE in last 3 years alone; www.fda.gov 5. Increase efficiency of regulatory intelligence gathering and enable more holistic evidence generation for
Slide 26: POLYPHONIC References
POLYPHONIC References: 1. Gartner Global Digital IT spending in Healthcare (IT infrastructure + SaaS) 2. The Lancet Global Surgery Commission, 2015; The Lancet, November 2014 3. RBC Capital Markets, "The Healthcare Data Explosion," https://www.rbccm.com/en/gib/healthcare/episode/the healthcare data_
Slide 27: Electrophysiology References
Electrophysiology References: J&J MedTech internal data; market size and growth triangulated from competitor earnings, analyst estimates, DRG Lloyd-Jones, Donald M., et al. “Lifetime risk for development of atrial fibrillation: the Framingham Heart Study.” Circulation110.9 (2004):1042-1046 Internal
Slide 28: Lung Cancer References
Lung Cancer References: 1. Johnson & Johnson. 2023 EBR NSCLC WW Projected Sales. September 14, 2023 2. ThandraKC, Barsouk A, Saginala K, Aluru JS, Barsouk A. Epidemiology of lung cancer. Contemp Oncol (Pozn). 2021;25(1):45-52. doi: 10.5114/wo.2021.103829. Epub 2021 Feb 23. PMID: 33911981; PMCID: PMC
Slide 29: Milvexian References
Milvexian References: 1. Including. DOAC 37.6B$, IQVIA Data 2. DRG &EvaluatePharmawith AF prevalence 15.6MM, Stroke and ACS incidence 2.8MM, 2.1MM respectively 3. World Health Organization (2020, December 9). The top 10 causes of death.. https://www.who.int/news-oom/fact-sheets/detail/the-top-10-cau
Slide 30: MBRPRO-001103-00 Rev A | © 2023 Ethicon Inc. All rights reserved.
™ MBRPRO-001103-00 Rev A | © 2023 Ethicon Inc. All rights reserved.
Slide 31: Nipocalimab References
Nipocalimab References: 1. Non-risk adjusted peak year operational sales, including partner sales 2. For 10 diseases currently in scope. Abbreviations AAb = auto- and alloantibody; gMG = generalized myasthenia gravis; wAIHA= warm autoimmune hemolytic anemia; IIM = idiopathic inflammatory myopathies;
Slide 32: Orthopaedics References
Orthopaedics References: 1. Market size and growth derived from internal market analysis, competitor earnings, analyst estimates 2. — https://www.who.int/news-room/fact-sheets/detail/musculoskeletal- conditions#:~:text=A%20recent%20analysis%200f%20 Global,and%20rheumatoid%20arthritis%20(1 3. GBD 201
Slide 33: OTTAVA References
OTTAVA References: 1. Dataon File. Internal Market Projections and Forecast. 2. Mackenzie et al. Clinical validity of consultant technical skills assessment in the English National Training Programme for Laparoscopic Colorectal Surgery. Br. J Surg. 2015 Jul;102(8):991-7 3. McKinsey & Company. Admini
Slide 34: Surgery References
Surgery References: 1. Market size and growth derived from internal market analysis, competitor earnings, analyst estimates Includes handheld and robotics Lancet Global Surgery Commission, 2015; The Lancet, November 2014 WHO Guidelines for Safe Surgery WHO, Patient Safety Technical Safe Surgery a a
Slide 35: Targeted Oral Treatments References
Targeted Oral Treatments References: 1. EvaluatePharma WW IMM Sales by Indication Report 09.2023 through 2028 and then extrapolated to 2030 2. Non-risk adjusted peak year operational sales, including partner sales Johnson&Johnson
Slide 36: Vision References
Vision References: 1. Dataon file, 2023. Johnson & Johnson Health for Humanity Report (2022) Vision https://healthforhumanityreport.jnj.com/2022/global-health-equity/advancing-public-health/vision.html 2. Johnson & Johnson Medtech 34 Quarter Earnings; Quarterly Earnings Report, 2023 3. October 2019