Teva Pharmaceutical Industries Limited · TASE:TEVA
Teva Pharmaceutical Industries — Investor Day (September 2008)
10 slides from Teva Pharmaceutical Industries's investor day presentation, Sep 9, 2008
Slide 1: BioGenerics – Expanding our Leadership
BioGenerics – Expanding our Leadership Amir Elstein, Global Phramactucal Resources September 9, 2008 Jerusalem
Slide 2: Key Messages
Key Messages Biologics – an important and fast-growing segment Strong Teva biologics capability CoGenesys provides excellent platform for further growth Barr acquisition will further advance our competitive position Our strategy will enable global leadership in biogenerics
Slide 3: Biologics Predicted to Drive Pharmaceutical Growth
Biologics Predicted to Drive Pharmaceutical Growth Market size*, worldwide CAGR ($ Billions) 1990 – 2006 2006 – 2015 703 Total 12% 3% 203 Biologics 20% 12% 516 76 Small 11% 1% molecule 500 440 Biopharmaceuticals Patent expiries 89 % value of total: 4 2010 = 10% 2015 = 40% 85 1990 2006 2015 * Prescri
Slide 4: Significant Set of Biologics Blockbusters Facing Patent Expiry over Next Decade
Significant Set of Biologics Blockbusters Facing Patent Expiry over Next Decade Worldwide revenue 2006 sales Growth Product ($ Billions) (%) EPO 7.6 0 IFN 4.5 15 Enbrel (EU) 4.4 20 Remicade 4.3 68 SR EPO 4.1 26 Rituxan 3.6 7 Herceptin (EU) 3.2 85 Humira 2.0 46 G-CSF 1.3 7 Erbitux 1.1 57 Note: Exclud
Slide 5: Strong Teva Capabilities Will Enable Us to Grow
Strong Teva Capabilities Will Enable Us to Grow Access to technologies R&D Biologics process development capabilities Ability to design and execute trials Regulatory/ Stakeholder management IP World-class patent legal team Business Ability to attract companies, technologies and Development products
Slide 6: Teva is Prepared to Take Advantage of Opportunities
Teva is Prepared to Take Advantage of Opportunities "Biogenerics" “Equivalent” Substitution Innovative but not substitutable Core Teva biologics capabilities
Slide 7: Teva will Leverage CoGensys Platform
Teva will Leverage CoGensys Platform Objectives Develop sustained release GCSF using HAS technology Target launch: 2013 Broaden portfolio What Teva Brings to the Table What CoGensys Brings to the Table Investment and skills for clinical trials IP in Human Serum Albumin (HSA)- Commercial scale manufa
Slide 8: Our Winning Strategy
Our Winning Strategy Strive for Early mover leadership position Shaper in biogenerics Leverage our Affordable medicines generics heritage Low cost position and innovative capabilities Clinical/development expertise Develop priority compounds Invest wisely for growth Leverage partnerships and acquisi
Slide 9: What You Can Expect to See from Us in the Future
What You Can Expect to See from Us in the Future Product luanches (e.g., Tevagrastim in E.U.) Flexible, adaptive commercial model to drive biogenerics growth Proactive stakeholder management (e.g., working with the government to enable Biogenerics in the U.S.) Additional partnerships and M&A to buil
Slide 10: Thank You!
Thank You! ; THEUA TEVA PHARMACEUTICAL INDUSTRIES LID.
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