Slide 1: YTD 2023 sales update
John Living with prostate cancer Lincolnshire, U.K. YTD 2023 sales update 26 October 2023 Focus. Together. For patients & society. 1
Slide 2: Disclaimer and safe harbor
Disclaimer and safe harbor − This presentation includes only summary information and does not purport to be comprehensive. Forward-looking statements, targets and estimates contained herein are for illustrative purposes only and are based on management’s current views and assumptions. Such statement
Slide 3: Speakers
Speakers For Q&A David Loew Aymeric Le Chatelier Chief Executive Officer Chief Financial Officer 3
Slide 4: Highlights
Highlights On track for full-year delivery Growth momentum Pipeline progress YTD total-sales +7.1% Sohonos: FOP Q3: +6.5% U.S. regulatory approval Growth platforms up by 16.1% YTD Cabometyx + atezolizumab: 2L mCRPC driven by Dysport and Cabometyx PFS primary endpoint met Further contributions from n
Slide 5: Sales performance
Sales performance Growth platforms performing well; contributions from new medicines YTD 2023 Q3 2023 €m change €m change Dysport 482 24.7% 163 13.4% Decapeptyl 407 5.5% 130 4.5% Cabometyx 398 24.4% 132 20.8% Onivyde 120 -0.3% 43 17.5% Growth platforms 1,407 16.1% 467 13.1% Bylvay 46 n/a 23 n/a Tazv
Slide 6: Growth platforms
Growth platforms Q3 sales up by a combined 13.1% Q3 Q3 Q3 Q3 +13.4% +20.8% +4.5% +15.9%1 Strong underlying Strong volume uptakes China-market growth Continued share growth in aesthetic & therapeutics across most impacted by adverse U.S. in post-gemcitabine performance geographies economic conditions
Slide 7: Somatuline sales: continuing to decline gradually
Somatuline sales: continuing to decline gradually Sales growth Q3: -12.0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 2022 2022 2022 2022 2023 2023 2023 North America -18.2% YTD – Ongoing adverse pricing -12.0% – Market share holding up well Europe -8.8% – Shallower sales decline – Reduced baseline: 12 months after generi
Slide 8: New medicines: YTD 2023 sales
New medicines: YTD 2023 sales YTD €46m YTD €28m YTD €3m Q3 launch in second indication Relaunch Recent launch in the U.S.: first & in U.S. (ALGS) progressing only treatment for patients with FOP Increasing number Growing commercial demand Sales from special-licence sales of treated PFIC patients in
Slide 9: Building high-value, sustainable pipeline
Building high-value, sustainable pipeline Phase I Phase II Phase III Registration IPN60210 TAZVERIK CABOMETYX + ONIVYDE + 5-FU/LV + R/R multiple myeloma (+ hormonotherapy) ATEZOLIZUMAB OXALIPLATIN & R/R DLBCL mCRPC 2L mCRPC 1L PDAC IPN60260 FIDRISERTIB TAZVERIK + R2 BYLVAY Viral cholestatic disease
Slide 10: Conclusion
Conclusion Sustained strategic success DIARY DATES GROWTH PIPELINE MOMENTUM PROGRESS 14 November ELATIVE Phase III trial results at AASLD Q&A: webcast/call Growth platforms A number of continuing to perform well milestone successes Increasing contribution Multiple launches expected from new medicine
Slide 11: Questions
QUESTIONS ‘provaten for patent ere
Slide 12: Appendix
APPENDIX ‘provaten for patent ere
Slide 13: YTD 2023 total sales: unfavorable impact of fx rates
YTD 2023 total sales: unfavorable impact of fx rates YTD 2023 total sales Average rate changes by currency (YTD 2023 vs. YTD 2022) USD: 1.08 BRL: 5.42 AUD: 1.62 CNY: 7.62 TRY: 24,10 Other CNY -2% 1% --66% -8% -9% EUR 4% 22% 34% 4% -43% 4% 3.7% 4.9% -16% -29% 35% 33.0% USD BRL AUD CNY TRY Unfavorable
Slide 14: Oncology: Key clinical-trial highlights
Oncology Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) Second novel hormonal Cabometyx therapy (abiraterone & PFS endpoint met CONTACT-02 2L mCRPC 580 prednisone or enzalutamide) OS, PFS Phase III or Awaiting OS data NCT04446117 Cabomet
Slide 15: Oncology: Key clinical-trial highlights
Oncology Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) R/R FL: following at least one prior Tazverik systemic Placebo + R2 SYMPHONY-1 chemotherapy, 540 or PFS Recruiting1 Phase III immunotherapy, or Tazverik + R2 NCT04224493 chemo- immu
Slide 16: Rare Disease: Key clinical-trial highlights
Rare Disease Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT Response to treatment Elafibranor Placebo defined as ALP < 1.67 x ELATIVE 2L PBC 161 or ULN and total bilirubin ≤ Primary endpoint met Phase III elafibranor ULN and ALP decrease ≥
Slide 17: Rare Disease: Key clinical-trial highlights
Rare Disease Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) Sohonos - 5mg U.S. regulatory approval Sohonos QD and upon August 2023 MOVE flare-up, 20mg QD Annualized change in FOP 107 Phase III for 28 days, new HO volume Rest of World reg
Slide 18: Rare Disease: Key clinical-trial highlights
Rare Disease Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) 10mg IPN60250 tablet QD for IPN60250 12 weeks Primary sclerosing Phase II 12 Safety and tolerability Recruiting1 cholangitis NCT05642468 30mg (3 x 10mg) IPN60250 tablets QD for
Slide 19: Neuroscience: Key clinical-trial highlights
Neuroscience Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT Dysport Placebo or two C-BEOND Chronic migraine 720 dosing regimes of Efficacy and safety Recruiting1 Phase III Dysport NCT06047444 Dysport Placebo or two E-BEOND Episodic migraine
Slide 20: Neuroscience: Key clinical-trial highlights
Neuroscience Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT Dose escalation & IPN10200 Ax Moderate to dose-finding Active LANTIC severe upper 424 versus Safety Phase II NCT04821089 facial lines Dysport or Fully recruited placebo Dose escala
Slide 21: Thank you
THANK YOU 21
Slide 22: Investor Relations
Investor Relations Adrien DUPIN DE SAINT-CYR Adrien DUPIN DE SAINT-CYR CraigRelations Investor MARKS Manager Nicolas BOGLER Investor Relations Manager Vice President, Investor Relations Investor Relations Senior Manager +44 7564 349 193 +33 6 52 19 98 92 craig.marks@ipsen.com nicolas.bogler@ipsen.co
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