Pfizer, Inc. · NYSE:PFE
Pfizer — Investor Day (September 2020)
37 slides from Pfizer's investor day presentation, Sep 15, 2020
Slide 1: Oncology
Oncology 1
Slide 2: Forward-Looking Statements and Other Notices
Forward-Looking Statements and Other Notices Our discussions during Pfizer’s Investor Day include forward-looking statements about our anticipated future operating and financial performance, business plans and prospects; expectations for our product pipeline, in-line products and product candidates,
Slide 3: Oncology Leadership Team
Oncology Leadership Team Andy Schmeltz Chris Boshoff Jeff Settleman Nick Saccomano Global President, Chief Development Officer, Chief Scientific Officer, Chief Scientific Officer, Oncology Oncology Oncology Boulder R&D Unit New York, NY New York, NY La Jolla, CA Boulder, CO 2
Slide 4: Oncology Expected to Continue to Drive Growth for Pfizer Across a Broad Portfolio
Oncology Expected to Continue to Drive Growth for Pfizer Across a Broad Portfolio approved cancer 23 medicines & biosimilars 32% 5-year revenue CAGR $9.9bn of revenues over past 4 quarters Breast Cancer Genitourinary Cancers Colorectal Cancer/Melanoma (1) (2) (3) (3) Blood Cancer Lung Cancer Cancer
Slide 5: IBRANCE (palbociclib): First-in-Class, #1 Prescribed CDK4/6 Inhibitor
IBRANCE (palbociclib) First-in-Class, #1 Prescribed CDK4/6 Inhibitor Tami, living with metastatic Breast Cancer 4
Slide 6: Maintaining Ibrance Leadership
Maintaining Ibrance Leadership • Nearly 315,000 patients treated with Ibrance to Estimated U.S. first-line share of ER+/HER2- metastatic breast cancer date globally 70% 66% • Use of CDK inhibitors for new metastatic breast 60% cancer patients continues to grow 58% 50% • Ibrance share of first-line C
Slide 7: Up to 14 Potential Approvals by 2025 Across Targeted Therapies and Immunotherapies
Up to 14 Potential Approvals by 2025 Across Targeted Therapies(1) and Immunotherapies(2) Targeted Therapies(1) Immunotherapies(2) Braftovi Xtandi Ibrance Lorbrena Sasanlimab + BCG BRAF+ first-line (1L) Non-metastatic castration- Bavencio HR+ / HER2- sensitive prostate cancer ALK+ 1L metastatic Non-M
Slide 8: Up to 14 Potential Approvals by 2025 Across Targeted Therapies and Immunotherapies
Up to 14 Potential Approvals by 2025 Across Targeted Therapies and Immunotherapies Targeted Therapies Immunotherapies Braftovi Xtandi Ibrance Lorbrena Sasanlimab + BCG BRAF+ first-line (1L) Non-metastatic castration- Bavencio HR+ / HER2- sensitive prostate cancer ALK+ 1L metastatic Non-Muscle Invasi
Slide 9: LORBRENA/LORVIQUA (lorlatinib)
LORBRENA/LORVIQUA (lorlatinib) Continuing to Advance NSCLC Treatment with a Third-Generation ALK Inhibitor Gina, living with ALK-positive Lung Cancer 8
Slide 10: In 2020, ~13,500 New Cases of ALK+ NSCLC Will Be Diagnosed in the G7
In 2020, ~13,500 New Cases of ALK+ NSCLC Will Be Diagnosed in the G7(1),(2) Lorlatinib Patient in CROWN Trial • Lorlatinib has increased potency compared to Complete Response most ALK inhibitors, is active against the most Baseline 24 Months (Ongoing) common resistance mutations and crosses the bloo
Slide 11: CROWN: Lorlatinib Displayed Improved Intracranial Antitumor Activity Compared to Crizotinib
CROWN: Lorlatinib Displayed Improved Intracranial Antitumor Activity Compared to Crizotinib A Phase 3 randomized, open-label, parallel two-arm study comparing lorlatinib monotherapy to crizotinib monotherapy in patients with previously untreated advanced ALK-positive NSCLC Patients with measurable b
Slide 12: CROWN: Lorlatinib Displayed Improved Intracranial Antitumor Activity Compared to Crizotinib
CROWN: Lorlatinib Displayed Improved Intracranial Antitumor Activity Compared to Crizotinib A Phase 3 randomized, open-label, parallel two-arm study comparing lorlatinib monotherapy to crizotinib monotherapy in patients with previously untreated advanced ALK-positive NSCLC Kaplan-Meier plot of intra
Slide 13: BRAFTOVI & MEKTOVI (encorafenib & binimetinib)
BRAFTOVI & MEKTOVI (encorafinib & binimetinib) Expanding Our Presence in BRAF- Driven Colorectal Cancer and Melanoma Scott, living with metastatic colorectal cancer 12
Slide 14: Poor Prognosis for BRAF-Mutated Metastatic Colorectal Cancer (CRC)
Poor Prognosis for BRAF-Mutated Metastatic Colorectal Cancer (CRC) CRC Estimated 5 Disease BRAF Mutated Diagnosed Year Survival Stage Patients in G7(2) • CRC is the 4th leading cause Patients in G7 (2) (for BRAF, US) of cancer-related death(1) Localized ~115,000 ~8,000 80-90% Stage 1 • In 2020, ~500
Slide 15: ANCHOR: Encouraging Activity in First-Line Metastatic Colorectal Cancer
ANCHOR: Encouraging Activity in First-Line Metastatic Colorectal Cancer (CRC) Phase 2 single-arm study of encorafenib, binimetinib plus cetuximab in previously untreated BRAFV600E–mutant metastatic CRC Best percentage change in tumor measurement for stage 1 of study Investigator’s assessment, patien
Slide 16: Anticipate Up to $2 Billion of Annual Revenue Contributions Across the BRAF/MEK Portfolio in 2027
Anticipate Up to $2 Billion of Annual Revenue Contributions Across the BRAF/MEK portfolio in 2027(1) 2017 2018 2019 2020 2021 2022 2023 2024 2025 2L/3L Metastatic 15K patients† Phase 3: BEACON CRC 1L Metastatic Phase 2: ANCHOR Phase 3: BREAKWATER 17K patients† 1L Metastatic (MSI-High) Phase 2 3K pat
Slide 17: Genitourinary Cancers
Genitourinary Cancers Expanding Our Franchise in Renal, Bladder and Prostate Cancers: Sutent, Inlyta, Xtandi, Bavencio, Talzenna and sasanlimab Chas, living with Prostate Cancer 16
Slide 18: Prostate and Bladder Cancers Are the First and Fourth Most Common Cancers in Men
Prostate and Bladder Cancers Are the First and Fourth Most Common Cancers in Men, Respectively(1) Prostate Cancer Bladder Cancer • Globally, ~1.4 million new cases are • In G7, ~182,000 new patients expected expected to be diagnosed in 2020(1) to be diagnosed with non-muscle invasive bladder cancer
Slide 19: TALAPRO 1: Talazoparib Activity in mCRPC with DDR Mutations
TALAPRO 1: Talazoparib Demonstrated Activity in Metastatic Castration-Resistant Prostate Cancer (mCRPC) with DNA Damage Response (DDR) Mutations at an Interim Analysis A Phase 2 open-label study to assess efficacy and safety of talazoparib in men with mCRPC with a DDR alteration who have previously
Slide 20: Developing Sasanlimab as Potential New Sub-Cutaneous PD-1 Backbone
Developing Sasanlimab as Potential New Sub-Cutaneous PD-1 Backbone Phase 3 CREST Study: Sasanlimab in Phase 1, open-label, multi-center, dose escalation, expansion, and safety study of combination with BCG vs. BCG alone in sasanlimab in previously treated adult patients with metastatic urothelial ca
Slide 21: Anticipate Up to $5 Billion of Annual Revenue Contributions Across the Bladder and Prostate Portfolio in 2027
Anticipate Up to $5 Billion of Annual Revenue Contributions Across the Bladder and Prostate Portfolio in 2027(1) 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1L UC Bladder (Maintenance) Phase 3: JAVELIN Bladder 100 ~57.5K patients† (Bavencio + BSC vs. BSC alone) BCG Naïve NMIBC Phase 3: CR
Slide 22: Advancing Therapies to Earlier Lines with Larger Populations and Longer Treatment Durations
Advancing Therapies to Earlier Lines with Larger Populations and Longer Treatment Durations Targeted Therapies Immunotherapies Braftovi Xtandi Sasanlimab + BCG Ibrance Lorbrena BRAF+ first-line (1L) Non-metastatic castration- Bavencio HR+ / HER2- sensitive prostate cancer ALK+ 1L metastatic Non-Musc
Slide 23: Anticipate Up to $6 Billion of Incremental Annual Revenue Contributions in 2027
Anticipate Up to $6 Billion of Incremental Annual Revenue Contributions in 2027 from Programs Currently in Late-Stage Development(1) Targeted Therapies Immunotherapies Braftovi Xtandi Sasanlimab + BCG Ibrance Lorbrena BRAF+ first-line (1L) Non-metastatic castration- Bavencio HR+ / HER2- sensitive pr
Slide 24: Early Clinical Pipeline Poised to Potentially Deliver Up to 10 New Molecular Entity Approvals by 2026
Early Clinical Pipeline Poised to Potentially Deliver Up to 10 New Molecular Entity Approvals by 2026 Targeted Therapies Immunotherapies Braftovi Xtandi Sasanlimab + BCG Ibrance Lorbrena BRAF+ first-line (1L) Non-metastatic castration- Non-Muscle Invasive Bavencio HR+ / HER2- ALK+ 1L metastatic meta
Slide 25: Investigational CDK Inhibitors & Other Novel Mechanisms
Investigational CDK Inhibitors & Other Novel Mechanisms Building an R&D Pipeline of Potentially First-in-Class, Next-Generation Medicines for Breast Cancer and Beyond Kaye, living with metastatic breast cancer 24
Slide 26: Targeting the Cancer Cell Cycle with a Strong Portfolio of Investigational Next-Generation CDK Inhibitors
Targeting the Cancer Cell Cycle with a Strong Portfolio of Investigational Next-Generation CDK Inhibitors CDK2/4/6 CDK4-selective CDK2-selective Cyclin D Cyclin D Cyclin E Cyclin D CDK6 CDK4 CDK4 CDK2 Cyclin E CDK2 Cyclin A CDK2 Cyclin A CDK2 Addressing Ibrance Potential improvement in efficacy & sa
Slide 27: Next-Generation Anti-HER2 Antibody Drug Conjugate (ADC) with Potential for Significant Differentiation
Next-Generation Anti-HER2 Antibody Drug Conjugate (ADC) with Potential for Significant Differentiation PF-06804103 Phase 1 Dose Escalation 60 Gastric or esophageal cancer 40 Breast cancer • Highly stable site-specific drug % Change from Baseline (Best Response) conjugation 20 SD SD SD NE SD SD SD SD
Slide 28: Differentiated Anti-HER2 ADC with Potential Beyond HER2+ Breast Cancer
Differentiated Anti-HER2 ADC with Potential Beyond HER2+ Breast Cancer Strong Tumor Regression in HER2-low NSCLC PDX Models PDX NSX 26116 HER2 Low PDX NSX 26110 HER2 Low 1000 2000 Tumor vol (mm3) Tumor vol (mm3) 750 1500 Vehicle 500 1000 Vehicle T-DM1 6 mg/kg T-DM1 6 mg/kg PF-06804103 3 mg/kg 250 50
Slide 29: BCMA Bispecific Phase 1 Data Suggest a Potentially Transformative Therapy for Multiple Myeloma
BCMA Bispecific Phase 1 Data Suggest a Potentially Transformative Therapy for Multiple Myeloma (MM) (160K New Patients Annually(1)) BOR 215 µg/kg 360 µg/kg 600 µg/kg 1000 µg/kg Total Responders / # Evaluable 3/4 3/4 4/6 5*/6 15*/20 ORR (Partial Response or better) 75% 75% 67% 83%* 75%* Stringent Com
Slide 30: World Class Drug Discovery at Pfizer-Boulder
World Class Drug Discovery at Pfizer-Boulder Advancing Potential First-in-Class Targeted Agents, Creating Differentiated Dendritic Cell-Targeted I/O Therapies, with Track Record in Drugging RAS/RAF/MEK Signaling Gary, living with metastatic melanoma with a BRAF mutation 29
Slide 31: Potentially First-in-Class Selective AXL/MER Tyrosine Kinase Inhibitor
Potentially First-in-Class Selective AXL/MER Tyrosine Kinase Inhibitor in Multiple Tumor Areas AXL & MER mediate immune suppression within Pre-clinical data shows durable anti-tumor immunity as a the tumor microenvironment single agent & in combination tumor re-challenge 1500 dosing period vehicle
Slide 32: Potentially First-in-Class Brain-Penetrant BRAF Inhibitor
Potentially First-in-Class Brain-Penetrant BRAF Inhibitor Brain-penetrant BRAF opportunity in melanoma A375V600E melanoma intracranial implant 1E+2 • 20% of BRAF melanoma patients present with brain metastases at first diagnosis(1),(2) 1E+1 Vehicle Flux (Photons/sec) • Greater than 50% progression t
Slide 33: Additional Targeted Next-Generation Programs Expected to Enter Clinic in 2021
Additional Targeted Next-Generation Programs Expected to Enter Clinic in 2021 HER2-Exon 20/wt amp Opportunity cMET-Exon 14/wt amp Opportunity • 3.5% of all cancers harbor activating • cMET exon 14 alterations in NSCLC mutations of HER2(1) present with 3-4% frequency(4-6) • Exon 20 aberrations presen
Slide 34: Summary of Key Assumptions That Support Significant Commercial Opportunities
Summary of Key Assumptions That Support Significant Commercial Opportunities for Programs Currently in Late-Stage Development Investigational G7 Annual Diagnoses Projected Share of Projected Duration of Potential Indication Therapy (Treatment Eligible) Annual Diagnoses Therapy Lorbrena First-line me
Slide 35: We Are Determined to Deliver for People Living with Cancer
We Are Determined to Deliver for People Living with Cancer Up to Up to 23 approved 24 14 NMEs in the clinic potential cancer medicines expected by 2021 approvals by 2025 & biosimilars 34
Slide 36: Thank you
Thank you 35
Slide 37: Appendix
Appendix Compound Compound Mechanism Mechanism Number Number PF-06801591 Sasanlimab Biologic PF-07284890 BRAF BP Small Molecule PF-06873600 CDK 2/4/6 Small Molecule PF-06821497 EZH2 Small Molecule PF-07104091 CDK 2 Small Molecule PF-06863135 BCMA Biologic PF-07220060 CDK 4 Small Molecule PF-06940434