Pfizer, Inc. · NYSE:PFE
Pfizer — Investor Day (September 2020)
30 slides from Pfizer's investor day presentation, Sep 15, 2020
Slide 1: Inflammation & Immunology
Inflammation & Immunology Pfizer Confidential 1
Slide 2: Forward-Looking Statements and Other Notices
Forward-Looking Statements and Other Notices Our discussions during Pfizer’s Investor Day include forward-looking statements about our anticipated future operating and financial performance, business plans and prospects; expectations for our product pipeline, in-line products and product candidates,
Slide 3: Inflammation & Immunology Leadership
Inflammation & Immunology Leadership Richard Blackburn Mike Corbo Mike Vincent Global President, Chief Development Officer, Chief Scientific Officer, Inflammation & Immunology Inflammation & Immunology Inflammation & Immunology 3
Slide 4: Unmet Need in Chronic Inflammatory Disease is Enormous
Unmet Need in Chronic Inflammatory Disease is Enormous Addressing patient needs depends on matching the right treatment to the right condition Gastroenterology Rheumatology Medical Dermatology patients in the U.S. patients in the U.S. patients in the U.S. 2M living with inflammatory bowel disease (I
Slide 5: Alopecia Areata is an Autoimmune Disease Characterized by Hair Loss
Alopecia Areata (AA) is an Autoimmune Disease Characterized by Hair Loss with Substantial Impact on Patients’ Quality of Life • Patchy or total hair loss • No approved treatments • Some patients lose eyebrows, 1.1M and/or eyelashes • More than half of patients with AA • Off-label treatment experienc
Slide 6: Atopic Dermatitis has a Large and Growing Global Prevalence with Significant Unmet Need
Atopic Dermatitis (AD) has a Large and Growing Global Prevalence with Significant Unmet Need Global AD Burden of Disease(1),(2) AD Patients’ Most Problematic Symptoms(4) Affects up to Affects up to Itching 79% 10% 20% Red, inflammed skin 47% of adults of children Sleep disturbance 29% Global Moderat
Slide 7: Broadest and Most Diverse I&I Pipeline and a Leader in Immunological Mechanisms
Broadest and Most Diverse I&I Pipeline and a Leader in Immunological Mechanisms Submitted or Planned Filings Approved Medicines Phase 1 / 2 Clinical Pipeline 2020-2022 Potential New Indications Includes 23 Phase 1 / 2 Asset-Indication Studies Xeljanz Ritlecitinib TYK2 INFB1 Ankylosing spondylitis PF
Slide 8: Broadest and Most Diverse I&I Pipeline and a Leader in Immunological Mechanisms
Broadest and Most Diverse I&I Pipeline and a Leader in Immunological Mechanisms Submitted or Planned Filings Approved Medicines Phase 1 / 2 Clinical Pipeline 2020-2022 Potential New Indications Includes 23 Phase 1 / 2 Asset-Indication Studies Xeljanz Ritlecitinib TYK2 INFB1 Ankylosing spondylitis PF
Slide 9: Aim to Purposefully Match Candidates with Unique Selectivity Profiles
Aim to Purposefully Match Candidates with Unique Selectivity Profiles with the Greatest Potential to Address Unmet Need Abrocitinib Ritlecitinib Brepocitinib PF-06826647 PF-06650833 JAK1 JAK3/TEC TYK2/JAK1 TYK2 IRAK4 Citrullinated protein 100 100 100 ACPA 100 80 80 80 80 TLR4 FcRγ 60 60 60 60 40 40
Slide 10: Potential First-Ever Treatment for Alopecia Areata
RITLECITINIB (JAK3/TEC Inhibitor) Potential First-Ever Treatment for Alopecia Areata 10
Slide 11: Promising Phase 2a Efficacy Drove Decision to Accelerate Phase 3 Development
Promising Phase 2 Efficacy Drove Decision to Accelerate Phase 3 Development and FDA Breakthrough Therapy Designation 2a 24 Phase Weeks Dosed once daily A Phase 2a randomized, placebo-controlled study to evaluate efficacy and Baseline Week 12 Week 24 safety of ritlecitinib in alopecia areata: 24-week
Slide 12: Potential Novel Topical Treatment Option for Patients with Mild-to-Moderate Atopic Dermatitis
TOPICAL BREPOCITINIB (TYK2/JAK1 Inhibitor) Potential Novel Topical Treatment Option for Patients with Mild-to- Moderate Atopic Dermatitis 12 Photo courtesy of the National Eczema Association
Slide 13: Topical Brepocitinib: Phase 2a Data Indicate Strong Dose-Dependent Efficacy
Topical Brepocitinib: Phase 2 Data Indicate Strong Dose-Dependent Efficacy; 42% of Patients in the 3% Once-Daily Cohort Achieved EASI-90 Response by Week 6 2a 6 Phase Weeks Applied once daily Brepocitinib: A single molecule designed A Phase 2a randomized, placebo-controlled study to evaluate efficac
Slide 14: Topical Brepocitinib Impact: A Patient Journey
Topical Brepocitinib Impact: A Patient Journey 20 Year-Old White Male from 1% Arm of the Phase 2a study Baseline Week 2 Week 6 EASI: 15.6 EASI: 7.8 (50% improvement from baseline) EASI: 2.6 (83% improvement from baseline) IGA: Moderate IGA: Mild IGA: Almost clear 14
Slide 15: Abrocitinib: Novel, Orally-Administered Potential New Treatment Option
ABROCITINIB (JAK1 Inhibitor) Novel, Orally-Administered Potential New Treatment Option for Patients with Moderate-to- Severe Atopic Dermatitis 15
Slide 16: Registration-Enabling JADE Studies Support Initial Regulatory Filings for Abrocitinib
JADE MONO-1, JADE MONO-2 and JADE COMPARE Support Our Initial Regulatory Filings for Abrocitinib 2017 2018 2019 2020 2021 12-Week Monotherapy Registration-Enabling MONO-1 100mg & 200mg vs. placebo (NCT03349060) N = 377 (Age: 12+) 12-Week Monotherapy MONO-2 100mg & 200mg vs. placebo (NCT03575871) N =
Slide 17: Pooled JADE MONO-1 & MONO-2 EASI-90 Results at 12 Weeks
Pooled JADE MONO-1 & MONO-2 Results Demonstrated Statistically Significant Proportion of Patients Achieved EASI-90 with Both Doses of Abrocitinib at 12 Weeks 3 12 Phase Weeks Dosed once-daily 40 38.1 30 Patients, % 21.2 20 10 4.6 0 0 2 4 8 12 Weeks Placebo Abrocitinib 100 mg QD Abrocitinib 200 mg QD
Slide 18: Peak Pruritis Numerical Rating Scale: Pooled JADE MONO-1 & MONO-2 Results
Peak Pruritis Numerical Rating Scale: Pooled Results of JADE MONO-1 & MONO- 2 Demonstrated Both Doses of Abrocitinib Decreased Itch in First 2 Weeks 3 2 Phase Weeks Dosed once-daily 0.5 0 Least Squares Mean (95% CI) -0.5 -0.6 -1 -1.5 -2 -2.1 -2.5 -3 -2.9 -3.5 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Days
Slide 19: Pooled JADE MONO-1 & MONO-2 Adverse Events Related to Tolerability
Pooled JADE MONO-1 & MONO-2 Adverse Events Related to Tolerability Were Primarily Mild or Moderate in Nature, Transient and Occurred Early in Treatment Abrocitinib Once-Daily Placebo 100 mg 200 mg All Comments N = 211 N = 370 N = 364 N = 734 Nausea 5 (2.4%) 27 (7.3%) 61 (16.8%) 88 (12.0%) • Nausea m
Slide 20: JADE COMPARE Investigated Safety and Efficacy of Abrocitinib and Dupilumab
JADE COMPARE Investigated the Safety and Efficacy of Abrocitinib and Dupilumab Compared to Placebo in Adults on Background Topical Therapy Screening Off- Treatment Period Treatment & Washout Follow up Eligibility Criteria: Abrocitinib Oral Abrocitinib 100 mg QD + Placebo Injection (N=238) 100 mg QD
Slide 21: JADE COMPARE: Topline Efficacy Summary
JADE COMPARE: Topline Efficacy Summary Abrocitinib 200 mg demonstrated Both doses of Both doses of statistically superior abrocitinib met the abrocitinib met the key improvement in severity co-primary endpoints of secondary endpoints of of pruritus (itch) IGA and EASI-75 at 12 IGA and EASI-75 at 16
Slide 22: Exploratory Analysis: Patients with Pruritis NRS Score of 0 or 1 at Two Weeks
Exploratory Analysis: Percentage of Patients with Pruritis Numerical Rating Scale Score of 0 or 1 at Two Weeks 3 2 Abrocitinib dosed once-daily Phase Weeks Dupilumab dosed every 2 weeks 15.0 15 10 8.9 Patients, % 4.6 4.6 5 0 Placebo Abrocitinib 100 mg QD Abrocitinib 200 mg QD Dupilumab 300 mg Q2W(1)
Slide 23: Exploratory Analysis: Percentage of EASI-90 Responders Through Week 16
Exploratory Analysis: Percentage of EASI-90 Responders Through Week 16 3 16 Abrocitinib dosed once-daily Phase Weeks Dupilumab dosed bi-weekly 50 48.9 40 38.8 38.0 Patients, % 30 20 10 11.3 0 0 2 4 6 8 10 12 14 16 Weeks Placebo Abrocitinib 100 mg QD Abrocitinib 200 mg QD Dupilumab 300 mg Q2W(1) (1)D
Slide 24: JADE COMPARE Safety Data Consistent with Prior Monotherapy Studies
JADE COMPARE Safety Data Consistent with Prior Abrocitinib Monotherapy Studies Percentage of patients experiencing: Any Adverse Event Serious Adverse Event(s) Adverse Event(s) Leading to Study Discontinuation 61.9 53.4 50.8 50.0 4.4 3.8 3.8 3.3 2.5 2.5 0.9 0.8 Placebo Abrocitinib 100 mg QD Abrocitin
Slide 25: Abrocitinib Impact: A Patient Journey
Abrocitinib Impact: A Patient Journey Male from the 200 mg Abrocitinib Arm of the JADE MONO-2 Study Baseline: 29 May 2019 25
Slide 26: Abrocitinib Impact: A Patient Journey
Abrocitinib Impact: A Patient Journey Male from the 200 mg Abrocitinib Arm of the JADE MONO-2 Study Baseline: 21 February 2020 29 May 2019 (~9 months from baseline) 26
Slide 27: Abrocitinib Efficacy and Dosing Flexibility Potential
Abrocitinib Efficacy and Dosing Flexibility has the Potential to Control the Signs and Symptoms that Matter Most to Patients with Moderate-to-Severe AD Rapid, durable itch relief Substantial proportion of Convenient once-daily and skin clearance seen patients reach EASI-90, oral administration consi
Slide 28: Significant Potential for New Entrants Even Using Conservative Market Assumptions
Significant Potential for New Entrants Even Using Conservative Market Assumptions for Peak Annual Revenues Abrocitinib in Ritlecitinib in Atopic Dermatitis Alopecia Areata 32M U.S. total prevalence(1) 3.5M U.S. adult prevalence(4) 27M U.S. patients aged 12 and up(1) 1.1M U.S. moderate-to-severe pati
Slide 29: One of the Industry's Leading I&I Pipelines with Potential to Deliver Several Breakthroughs by 2025
One of the Industry’s Leading I&I Pipelines with Potential to Deliver Several Breakthroughs by 2025 to Address Unmet Patient Needs Phase 3 NMEs(1) with 4 New immuno- 5 kinases across 10 diseases 2 FDA Breakthrough Therapy Designation Proof-of-Concept Abrocitinib, Ritlecitinib Readouts in 2020 Brepoc
Slide 30: Thank You
Thank You Pfizer Confidential 30