Biocon Limited · NSE:BIOCON
Biocon — Biocon Biologics — Investor Presentation (September 2022)
35 slides from Biocon's investor presentation, September 2022
Slide 1: Biocon Biologics Corporate Presentation
Biocon Biologics Corporate Presentation SEPTEMBER 2022 1
Slide 2: We Are Biocon Biologics
We Are Biocon Biologics A Fully Integrated Global Biosimilars Enterprise Driven with a Sense of Purpose to Impact Millions of Patients Worldwide Biocon Biologics Limited is a subsidiary of Biocon Limited PRIVILEDGED AND CONFIDENTIAL T R A N S F O R M I N G H E A LT H C A R E . T R A N S F O R M I N
Slide 3: Vision and Core Values
VISION To be a global leader in Biologics delivering affordable access to innovative and inclusive healthcare solutions, transforming patients’ lives. CORE VALUES VALUE CREATION QUALITY THROUGH COLLABORATION, PERFORMANCE THROUGH INTEGRITY & COMPLIANCE & BEST TEAMWORK & DRIVEN WORK INNOVATION & ETHIC
Slide 4: Global business built on ethics, integrity, collaboration and innovation
Biocon Biologics has built a global business on a strong foundation of ethics and integrity, collaboration and innovation. “As a fully, vertically integrated company, we have established capabilities in the development and manufacturing of affordable, high-quality biologics. “We have demonstrated su
Slide 5: Transforming Lives through Meaningful Impact
Biocon Biologics: Transforming Lives through Meaningful Impact Over 5.5 million patients served in FY 22 Focused On Enabling Equitable Broad portfolio of biosimilars for Access To High Quality Biologics diabetes, cancer, other NCDs Leveraging cutting-edge science, Capacity aligned with expanding adv
Slide 6: Biologics at the Heart of Changing Global Medical Paradigm
Biologics at the Heart of Changing Global Medical Paradigm Biosimilars are expected to dominate the patent-expired pharma space USD 75 bn Global Sales in 2030 USD 18 bn Global Sales in 2020 T R A N S F O R M I N G H E A LT H C A R E . T R A N S F O R M I N G L I V E S . 6
Slide 7: Overview of Biosimilars
Overview of Biosimilars High investments, quality focus and scale needed to deliver biosimilars across the world SIMILAR BUT NOT SAME AS NO MEANINGFUL CLINICAL RIGOROUS REGULATORY COMPLEX BIOLOGICAL PRODUCT REFERENCE PRODUCT DIFFERENCE REQUIREMENTS Large & generally PK and, if needed, Sites licensed
Slide 8: Focused on Enabling Equitable Access to High Quality Biologics
Focused on Enabling Equitable Access to High Quality Biologics 8
Slide 9: 40-year Legacy of Being on the Cutting Edge of Science
40-year Legacy of Being on the Cutting Edge of Science VACCINES mABS FERMEN- TATION APIs NOVEL BIOLOGICS INSULINS ENZYMES A Technology-Led Journey to Enable Affordable Healthcare T R A N S F O R M I N G H E A LT H C A R E . T R A N S F O R M I N G L I V E S . 9
Slide 10: End-to-End Capabilities from 'Lab to Market'
Biocon Biologics: End-to-End Capabilities from ‘Lab to Market’ Commercialization in Developed & Supply Chain Emerging Markets Manufacturing Regulatory & IP Clinical Trials Acquisition of longtime partner Viatris’ global Product biosimilars business provides Commercial Development Capability in Devel
Slide 11: Pioneering Several Firsts in the Global Biosimilars Space
Pioneering Several Firsts in the Global Biosimilars Space INSULINS mAbs \ rPROTEINS World’s 1st Pichia pastoris technology based bTrastuzumab launched in India; world’s 1st 2004 rh-Insulin developed & commercialized in India 2014 approved bTrastuzumab 1st company from India to get approval for a 1st
Slide 12: Breakthrough Innovation in the Area of Novel Biologics
Breakthrough Innovation in the Area of Novel Biologics BIOMAb EGFR® ALZUMAb® ALZUMAb®-L (Nimotuzumab) (Itolizumab) (Itolizumab) 2006 2013 2020 Launched India’s first indigenously developed Launched world’s first novel, anti-CD6 Launched a repurposed Itolizumab for novel biologics for head & neck can
Slide 13: Unique Global, Vertically Integrated Biosimilars Leader
Unique Global, Vertically Integrated Biosimilars Leader PRIVILEDGED AND CONFIDENTIAL 13
Slide 14: Robust Portfolio to Address Global Disease Burden
Robust Portfolio to Address Global Disease Burden One of the Broadest & Deepest Biosimilars Pipelines Globally Today < 2 years 2-4 years >4 years ▪ bPegfilgrastim ▪ bBevacizumab (US) ▪ bAflibercept2 ▪ bPertuzumab ▪ bTrastuzumab ▪ bAspart (US) ▪ bUstekinumab ▪ bGlargine 300 IU ▪ bBevacizumab (EU) ▪ b
Slide 15: Science, Skills and Scale to Address Global Health Needs
Science, Skills and Scale to Address Global Health Needs Cutting-Edge Science Facilities • 85k sq. ft. R&D facility (Bengaluru) ▪ Innovative & Proprietary Tech Platforms • 60k sq. ft R&D center acquired from Pfizer (Chennai) • 8k sq. ft. microbial & cell culture pilot plants ▪ Comprehensive Biosimil
Slide 16: Fully Integrated, Global Scale Manufacturing Facilities
Fully Integrated, Global Scale Manufacturing Facilities ▪ Cutting-edge technology platforms – mammalian & microbial ▪ Drug Substance, Drug Product and Devices Facilities ▪ Globally certified antibodies and insulins manufacturing sites ▪ >USD 1 Billion invested in building global manufacturing scale
Slide 17: Wide Product Reach In Over 75 Countries
Wide Product Reach In Over 75 Countries Dublin London New Jersey Biocon Biologics - Product Reach Viatris Deal Will Accelerate Buildout of Commercial Capability in Developed Markets T R A N S F O R M I N G H E A LT H C A R E . T R A N S F O R M I N G L I V E S . 17 17
Slide 18: Branded Formulations: Making an Impact in India
Branded Formulations: Making an Impact in India Benefiting ~2.5 million patients’ lives in India alone Providing World Class Treatment Options Across Therapies OVER 25000 PATIENTS TOUCHED ~1.7 MILLION PATIENT LIVES INSUGEN + BASALOG TOUCHED 42K LIVES TOUCHED ~18K LIVES TREATED T R A N S F O R M I N
Slide 19: Transformative Acquisition of Viatris' Global Biosimilars Business
Transformative Acquisition of Viatris’ Global Biosimilars Business PRIVILEDGED AND CONFIDENTIAL 19
Slide 20: Historic Deal to Acquire Viatris' Global Biosimilars Business
Historic Deal to Acquire Viatris’ Global Biosimilars Business Among the Largest Deals in the Indian Pharmaceuticals Industry • Transformational deal to acquire Viatris’ assets for up to $3.335 Bn in cash and stock • A historic inflection point in Biocon Biologics’ journey to become a world leading,
Slide 21: Expands Geographic Reach; Accelerates Commercial Capability in Developed Markets
Expands Geographic Reach; Accelerates Build out of Commercial Capability in Developed Markets Accelerates BBL’s Direct Commercialization Strategy: Takes us Closer to Patients & Customers; Will Help BBL become a Strong Global Brand Regulatory, Supply Chain & Commercial Biosimilars R&D, Manufacturing
Slide 22: Strategic Partnerships
Strategic Partnerships PRIVILEDGED AND CONFIDENTIAL 22
Slide 23: Strong Global Partnerships Across Therapies
Strong Global Partnerships Across Therapies THERAPY FOCUS: Diabetes, Oncology, Immunology, Other Communicable and Non-Communicable Diseases Several biosimilars for diabetes, oncology, immunology for global markets; To acquire the global business in 2022 Set of next-gen immunology, oncology biosimila
Slide 24: Breakthrough Alliance with SILS to Enter Vaccines & Infectious Diseases
Breakthrough Alliance with SILS to Enter the Area of Vaccines & Infectious Diseases 1 2 3 Access to 100m Commercialization Commited doses of vaccines rights of the SILS revenues and annually for 15 portfolio for global related margins years markets from H2 FY23 Strategic Alliance ~15% stake at a pos
Slide 25: Biocon Group: Financial Highlights for FY22
Biocon Group: Financial Highlights for FY22 Revenue US$ 1.1 Billion FY22 FY21 Biosimilars +24% | Research Services +19% | Generics -1% Revenue +14% ₹8,397Cr ₹7,398Cr Dilution Gain in Bicara of ₹30Cr vs ₹160Cr in FY21 Mark-to-market loss on investments of ₹28Cr; Forex Gain of Core EBITDA* +18% ₹2,669
Slide 26: Biocon Biologics: Financial Performance in FY22
Biocon Biologics: Financial Performance in FY22 Revenue: +24% | PBT: +49% CORE EBITDA REVENUE TY v/s LY TY v/s LY 3,464 24% 1,320 30% 2,797 1,014 TY LY TY LY Core EBITDA% 39% 36% PBT PAT TY v/s LY TY v/s LY 49% 54% 543 442 365 287 All figures in INR Cr. Profits after exception TY LY TY LY FY22 - PBT
Slide 27: Environment, Social, Governance
Environment, Social, Governance PRIVILEDGED AND CONFIDENTIAL 27
Slide 28: ESG: Going Beyond Financials to Have a Positive Impact
ESG: Going Beyond Financials to Have a Positive Impact Environment Social Governance Use of resources and lowering impact on People practices and consideration for the Rules and principles used to run an the environment broader community organization Secured ‘Bronze’ Ranking, Improved Featured for 1
Slide 29: Our ESG Strategy Pillars
Our ESG Strategy Pillars Biocon Biologics ESG Strategy Improve access to high quality therapeutics to drive ‘Patient Equity’ Build an empowering and inclusive workplace creating ‘People Equity’ Adapting to a sustainable business operations for ‘Environment Equity’ Operate with integrity, transparenc
Slide 30: Committed to Affordability & Access
Biocon Biologics is Committed to Affordability & Access Aspiration: Reach ‘1 in 5’ insulin dependent people with diabetes across the world Rolled out ‘Mission 10 cents’ to > 2.75 Bn^ supply rh-Insulin to LMICs at less DOSES ~ 5.5 Mn* that 10 U.S. cents/ day of rh-insulin PATIENTS provided served thr
Slide 31: Among Top 5 Global Pharma & Biotech Employers
Among Top 5 Global Pharma & Biotech Employers Innovative Treats Work vulture 2020 2019 Employer Is socially Has loyal leader in the employees & values rank rank (global HQ) responsible employees industry with respect integrated Regeneron 1 2 ✓ ✓ ✓ (Tarrytown, NY) Incyte 2 3 ✓ ✓ ✓ (Wilmington, DE) Al
Slide 32: Quote from Deputy CEO Shreehas Tambe
“Our proven track record of scientific credibility, large scale manufacturing capability and a strong supply & distribution network in compliance with the highest standards of quality and governance gives me the confidence that we can successfully deliver on our vision to transform healthcare. As a
Slide 33: Executive Leadership Team
Executive Leadership Team AMITAVA SAHA DR. ARUN CHANDAVARKAR SHREEHAS P TAMBE CHINAPPA M.B DR. ANUJ GOEL Chief Human Resources Officer Managing Director Deputy Chief Executive Officer Chief Financial Officer Chief Scientific Officer Biocon Group MATTHEW ERICK SUSHEEL UMESH PAUL THOMAS GANESH REDDY M
Slide 34: We Are Biocon Biologics
We Are Biocon Biologics A unique, fully integrated, global biologics organization that is leveraging cutting-edge science, innovative tech platforms & advanced R&D capabilities to lower treatment costs for patients while improving healthcare outcomes, worldwide. “We are Committed to Impact Millions
Slide 35: Thank You
THANK YOU Biocon Biologics Corporate Presentation, Developed by Biocon Group Global September 2022 www.biocon.com Communications Team. Write to us at: BioconGroup.Commn@biocon.com
Biocon Biologics — Investor Presentation (September 2022) on 6ix