Slide 1: Core therapeutic areas: Platforms for growth
Core therapeutic areas Platforms for growth Luke Miels, Executive Vice President, Global Portfolio & Product Strategy and Corporate Affairs
Slide 2: Current business is led by core therapeutic areas
Current business is led by core therapeutic areas Sales 9M 2014 Infection, Neuroscience, Gastrointestinal 31% Oncology 12% RIA 19% 69% CVMD 38% Note: RIA: Respiratory, Inflammation & Autoimmunity CVMD: Cardiovascular & Metabolic Disease 2 – Core therapeutic areas
Slide 3: Broad geographical presence; Emerging Markets strength
Broad geographical presence; Emerging Markets strength Europe 25% of sales US China 39% of sales 9% of sales Japan 9% of sales Emerging Markets ROW (ex-China) Established 13% of sales (ex-Japan) 5% of sales Note: Sales 9M 2014 3 – Core therapeutic areas
Slide 4: Respiratory, Inflammation & Autoimmunity (RIA)
Respiratory, Inflammation & Autoimmunity (RIA) Cardiovascular & Metabolic Disease (CVMD) Oncology 4 – Core therapeutic areas
Slide 5: Respiratory: Unique position in bringing leading medicines to patients
Respiratory: Unique position in bringing leading medicines to patients Large & small molecules with compelling science Diversity in formulation to enable unique combinations Leading devices & choice for patients 5 – Core therapeutic areas
Slide 6: Respiratory: Unmet need remains in asthma and COPD
Respiratory: Unmet need remains in asthma and COPD Asthma COPD Active patients, millions, 2014 GOLD-defined patients, millions, 2014 GINA step GOLD stage 1.8m severe, 1.6m severe, 4-5 3-4 60 inadequately inadequately 1-3 controlled despite 1-2 controlled despite compliance compliance 44 44 38 24 19
Slide 7: COPD: Affects ~300 million people; highest prevalence in developing countries
COPD: Affects ~300 million* people; highest prevalence in developing countries Male smoking prevalence trends by region (2011) Lifetime male smoking prevalence: 60% and above 50-59.9% 40-49.9% 30-39.9% 20-29.9% Below 20% No Data * Global estimate of diagnosed and undiagnosed patients Source: Decisio
Slide 8: Symbicort & Pulmicort: Growth by EM / Japan, new indications & new devices
Symbicort & Pulmicort: Growth by EM / Japan, new indications & new devices Emerging Markets / New indications New devices Japan Market growth driven by: COPD label updates Intelligent device EU Improving diagnosis COPD exacerbations Symbicort pMDI EU US Improving access to Symbicort BA
Slide 9: Symbicort: Resilience driven by devices
Symbicort: Resilience driven by devices Negative impact of switch is well Device has a very strong impact documented* on prescription decision**,*** Successful treatment Change in SABA Partially successful treatment 57-69% of healthcare providers rate device as dose having very significant impact Un
Slide 10: Inflammation & Autoimmunity: Strategy
Inflammation & Autoimmunity: Strategy Progressing pipeline of first-in-class, best-in-class medicines Rheumatology Dermatology Gastrointestinal • Gout • Co-development • Co-development with Amgen with Amgen • Lupus • Psoriasis and • Crohn’s disease • Rheumatoid psoriatic arthritis arthritis • Ulcera
Slide 11: Inflammation & Autoimmunity: Significant growth potential
Inflammation & Autoimmunity: Significant growth potential Global markets for rheumatoid arthritis, psoriasis, psoriatic arthritis, lupus, ulcerative colitis, Crohn’s disease and gout $bn 60 $50bn 50 40 $30bn 30 20 10 0 Now Future RA PsO&PsA Lupus UC&CD Gout Source: IMS, biologic and novel oral brand
Slide 12: Cardiovascular & Metabolic Disease (CVMD)
Respiratory, Inflammation & Autoimmunity (RIA) Cardiovascular & Metabolic Disease (CVMD) Oncology 12 – Core therapeutic areas
Slide 13: Diabetes: Significant T2D disease burden exists globally
Diabetes: Significant T2D disease burden exists globally 380 million people with diabetes Anticipated to grow to worldwide 590 million by 2035 • 55% increase in prevalence • Lower T2D mortality • Significant increase in Emerging Markets Source: International Diabetes Foundation Atlas 6 edition, Inte
Slide 14: Diabetes: Non-insulin diabetes market to continue endemic growth
Diabetes: Non-insulin diabetes market to continue endemic growth Expected revenues for insulin and other diabetes products $bn 47.3 5.5 6.4 27.8 8.8 4.2 3.2 9.8 8.5 16.7 11.8 2013 2022 Other SGLT-2 GLP-1 DPP-4 Insulin Source: Decision Resources (2014), Type 2 Diabetes Therapy 14 – Core therapeutic a
Slide 15: Diabetes: Innovative portfolio spanning all non-insulin classes
Diabetes: Innovative portfolio spanning all non-insulin classes DPP-4 Orals SGLT-2 FDC SGLT-2 / saxa-dapa DPP-4 GLP-1 Injectables Amylin analogue 15 – Core therapeutic areas
Slide 16: Brilinta: Strengthening momentum
Brilinta: Strengthening momentum Ticagrelor also increases adenosine, augments ATLANTIC vasodilation, coronary flow, “Ambulance as inhibition of platelet function, effective as Cath-Lab” and dyspnoea Europe label ESC, ATLANTIC PEGASUS change & APOLLO headline Q3 2014 Q4 2014 DOJ New AHA AHA closure
Slide 17: Oncology
Respiratory, Inflammation & Autoimmunity (RIA) Cardiovascular & Metabolic Disease (CVMD) Oncology 17 – Core therapeutic areas
Slide 18: Oncology: Cancer incidence a global healthcare challenge
Oncology: Cancer incidence a global healthcare challenge Breast cancer treated patients • Over 8.2m adults die each year from 800,000 cancer 600,000 400,000 • Over 13m people are predicted to die 200,000 from cancer in 2030 0 2015 2025 US EU5 JP CN NSCLC 1L treated patients Ovarian cancer 1L treated
Slide 19: Increasing importance of specialty care
Increasing importance of specialty care Primary care vs specialty care sales over time Future Now Primary Care Specialty Care 19 – Core therapeutic areas
Slide 20: Confidence in strategy
Confidence in strategy • Core therapeutic areas platform for growth • Broad geographical presence with strong EMs • Aligned with pipeline • Pipeline driving a balance of primary and specialty care 20 – Core therapeutic areas
Slide 21: Core therapeutic areas: Platforms for growth
Core therapeutic areas Platforms for growth Luke Miels, Executive Vice President, Global Portfolio & Product Strategy and Corporate Affairs