Amneal Pharmaceuticals, Inc. · NASDAQ:AMRX
Amneal Pharmaceuticals — 37th Annual J.P. Morgan Healthcare Conference (January 2019)
16 slides from Amneal Pharmaceuticals's conference presentation, Jan 8, 2019
Slide 1: J.P. Morgan 37th Annual Healthcare Conference
“We make healthy possible” J.P. Morgan th 37 Annual Rob Stewart Healthcare President and CEO Conference January 8, 2019
Slide 2: Safe Harbor Statement
Safe Harbor Statement Safe Harbor Statement Certain statements contained herein, regarding matters that are not historical facts, may be forward-looking statements (as defined in the Private Securities Litigation Reform Act of 1995). Such forward- looking statements include statements regarding mana
Slide 3: Solid Foundation to Deliver Long-Term Sustainable Growth
Solid Foundation to Deliver Long-Term Sustainable Growth STRONG TRADE PRESENCE INTEGRATED SUPPLY CHAIN >200 generic product families – Top 5 9 global manufacturing facilities with U.S. generics company1 Manufacturing R&D located at each facility Commercial 6 specialty products Execution Expertise ST
Slide 4: Significant Progress Achieving Key Strategic Milestones in 2018
Significant Progress Achieving Key Strategic Milestones in 2018 OPERATIONAL MERGER CAPITAL EXECUTION INTEGRATION DEVELOPMENT Led U.S. generics industry in Amneal + Impax merger completed Levothyroxine Partnership with approvals and launches May 2018 Jerome Stevens and Lannett 62 ANDAs approved + 10
Slide 5: Near-Term Priorities to Build from Position of Strength
Near-Term Priorities to Build from Position of Strength OUR GOAL Capitalize on Organic Growth Continue to leverage industry leading approvals and on-time launch performance Drive for double-digit Drive Operational Excellence earnings growth Maintain superior customer service and highest level of qua
Slide 6: Long-Term Priorities to Drive For Double-Digit Earnings Growth
Long-Term Priorities to Drive For Double-Digit Earnings Growth OUR PORTFOLIO Continue to Drive Organic Growth FOCUS Ongoing investment in Generic and Specialty R&D Generics Pursue Creative Business Development Tuck-in acquisitions as well as larger transactions to Specialty strengthen key portfolios
Slide 7: Generics Business
Generics Business Delivering Quality, Trust and Value
Slide 8: Diversified Generics Commercial Portfolio
Diversified Generics Commercial Portfolio Portfolio Changes in 2018 Oral Solids • 42 products launched • More than 1/3 of launches were injectable, topical or Nasal liquid products including 7 injectable products Injectables Sprays • Competition on top products in early 4Q came sooner than expected
Slide 9: Ongoing Focus on High-Value Generic Projects
Ongoing Focus on High-Value* Generic Projects PIPELINE Portfolio Selection Focus Submitted % In Development % Dosage Form Products Portfolio Products Portfolio • Utilizing in-house capabilities and expertise to continue our focus on more complex dosage forms Oral Solids 67 54% 33 35% Injectables 19
Slide 10: Investing in Biosimilar Pipeline
Investing in Biosimilar Pipeline Partner Product Status Filed Expected to be filed 1H 2019 Expected to be filed 1H 2020 10
Slide 11: Specialty Business
Specialty Working to Business Meet Important Medical Needs
Slide 12: Growing Specialty Business to Capture Higher Value Opportunities
Growing Specialty Business to Capture Higher Value Opportunities Proprietary marketed products in niche therapeutic areas • Central nervous system disorders • Parasitic infections • Endocrinology Established U.S. sales and marketing function • 145 sales reps and regional managers • CNS deployment ta
Slide 13: Rytary – Continued growth in 2018, Positioned Well 2019 and Beyond
Rytary® – Continued growth in 2018, Positioned Well 2019 and Beyond Rytary TRx Volume trend Positive Performance in 2018 20,000 • Currently most successful promoted brand in Parkinson’s 19,000 18,000 • Significant progress in Med D, adding ~ 9mm covered lives 17,000 16,000 • ~90% claims approval rat
Slide 14: Unithroid – Strong RX Growth in 2018
Unithroid® – Strong RX Growth in 2018 • Double-digit growth in TRx and NRx • 360k+ Annual Total Prescription (TRx) Run Rate • 154k+ Annual New Prescription (NRx) Run Rate • Sales force expansion planned in 2019 Unithroid TRx Unithroid NRx 8,000 3,500 7,000 3,000 6,000 2,500 5,000 56% Growth 2,000 4,
Slide 15: IPX203 - Specialty R&D Lead Pipeline Product
IPX203 - Specialty R&D Lead Pipeline Product • IPX203 is an investigational extended-release capsule formulation of carbidopa-levodopa (CD-LD) for oral administration • In phase II clinical studies, IPX203 compared to immediate-release (IR) CD-LD demonstrated ‒ Significant reduction of “Off” time on
Slide 16: Excited About Our Future
Excited About Our Future Focused on Driving for Double-Digit Earnings Growth Solid Generic and Specialty business foundation Large and diverse generic pipeline with high potential Strong cash flow to support organic and inorganic growth Ability to deliver creative business development 16
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