AstraZeneca PLC · LSE:AZN
AstraZeneca — Shareholder Meeting (April 2012)
39 slides from AstraZeneca's shareholder meeting presentation, Apr 26, 2012
Slide 1: AstraZeneca PLC 2012 Annual General Meeting
AstraZeneca PLC 2012 Annual General Meeting 26 April 2012 Welcome to our Annual General Meeting
Slide 2: AstraZeneca PLC 2012 Annual General Meeting
AstraZeneca PLC 2012 Annual General Meeting
Slide 3: Louis Schweitzer, Chairman
AstraZeneca PLC 2012 Annual General Meeting Louis Schweitzer Chairman
Slide 4: Shriti Vadera, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting Shriti Vadera Non-Executive Director
Slide 5: Rudy Markham, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting Rudy Markham Non-Executive Director
Slide 6: Michele Hooper, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting Michele Hooper Non-Executive Director
Slide 7: Simon Lowth, Chief Financial Officer
AstraZeneca PLC 2012 Annual General Meeting Simon Lowth Chief Financial Officer
Slide 8: David Brennan, Chief Executive Officer
AstraZeneca PLC 2012 Annual General Meeting David Brennan Chief Executive Officer
Slide 9: Bruce Burlington, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting Bruce Burlington Non-Executive Director
Slide 10: Jean-Philippe Courtois, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting Jean-Philippe Courtois Non-Executive Director
Slide 11: Nancy Rothwell, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting Nancy Rothwell Non-Executive Director
Slide 12: Marcus Wallenberg, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting Marcus Wallenberg Non-Executive Director
Slide 13: John Varley, Non-Executive Director
AstraZeneca PLC 2012 Annual General Meeting John Varley Non-Executive Director
Slide 14: Louis Schweitzer, Chairman
AstraZeneca PLC 2012 Annual General Meeting Louis Schweitzer Chairman 14
Slide 15: AstraZeneca PLC 2012 Annual General Meeting
AstraZeneca PLC 2012 Annual General Meeting
Slide 16: Geneviève Berger
AstraZeneca PLC 2012 Annual General Meeting Geneviève Berger
Slide 17: Graham Chipchase
AstraZeneca PLC 2012 Annual General Meeting Graham Chipchase
Slide 18: Leif Johansson
AstraZeneca PLC 2012 Annual General Meeting Leif Johansson
Slide 19: AstraZeneca PLC 2012 Annual General Meeting
AstraZeneca PLC 2012 Annual General Meeting
Slide 20: David Brennan, Chief Executive Officer
AstraZeneca PLC 2012 Annual General Meeting David Brennan Chief Executive Officer
Slide 21: Our vision
Our vision AstraZeneca is Focused Innovation-driven Integrated Global Biopharma Our values 21
Slide 22: Industry outlook
Industry outlook • Increasing and ageing populations • Expanding populations in new markets Growth Sector • Significant unmet medical need • Continued scientific and technological advance • Decline in R&D productivity Pressures on • Established market price pressure returns • Patent expiries and gen
Slide 23: Corporate strategic priorities
Corporate strategic priorities Making the most meaningful difference to patient health through great medicines Pipeline Deliver the business Business shape People • Transform R&D • Growth of current • Reshape and simplify • Acquiring and retaining organisation products business talent • Improve quan
Slide 24: Corporate strategic priorities: Pipeline
Corporate strategic priorities Pipeline • Transform R&D organisation • Improve quantity and quality of output • More outward-looking and collaborative • Drive productivity 24
Slide 25: Corporate strategic priorities: Deliver the business
Corporate strategic priorities Deliver the business • Growth of current products • Innovative channels to meet customer needs • Drive growth in emerging markets • Build stronger relationships with payers 25
Slide 26: Corporate strategic priorities: Business shape
Corporate strategic priorities Business shape • Reshape and simplify business • Restructure to improve competitiveness • Invest to drive growth • Manage change in the right way 26
Slide 27: Corporate strategic priorities: People
Corporate strategic priorities People • Acquiring and retaining talent • Developing leaders • Improving diversity • Improving engagement 27
Slide 28: Corporate strategic priorities: Values
Corporate strategic priorities Values • Committed to acting responsibly and to the sustainable development of our business • Integrity and high ethical standards • Global Policy on External Interactions • Revised IFPMA Code of Conduct 28
Slide 29: AstraZeneca PLC 2012 Annual General Meeting
AstraZeneca PLC 2012 Annual General Meeting
Slide 30: Headline results: 1Q 2012
Headline results: 1Q 2012 2012 2011 Actual CER $m $m growth growth Revenue 7,349 8,292 -11% -11% Core Operating Profit 2,997 3,678 -19% -18% Reported EPS $1.28 $2.08 -38% -39% Core EPS $1.81 $2.23 -19% -19% 30
Slide 31: Key brand revenue summary: 1Q 2012
Key brand revenue summary: 1Q 2012 2012 2011 CER $m $m growth Crestor 1,500 1,478 +2% Seroquel IR 754 1,006 -25% Seroquel XR 384 339 +14% Symbicort 723 752 -3% Arimidex 144 233 -39% Nexium 953 1,161 -18% 31
Slide 32: Regional revenue performance: 1Q 2012
Regional revenue performance: 1Q 2012 2012 2011 CER $m $m growth Total Revenue 7,349 8,292 -11% US 2,920 3,304 -12% Western Europe 1,775 2,235 -19% Established Rest of World 1,238 1,321 -9% Emerging Rest of World 1,416 1,432 +1% 32
Slide 33: Headline results: 1Q 2012
Headline results: 1Q 2012 2012 2011 Actual CER $m $m growth growth Revenue 7,349 8,292 -11% -11% Core Operating Profit 2,997 3,678 -19% -18% Reported EPS $1.28 $2.08 -38% -39% Core EPS $1.81 $2.23 -19% -19% 33
Slide 34: AstraZeneca PLC 2012 Annual General Meeting
AstraZeneca PLC 2012 Annual General Meeting
Slide 35: Resolutions
Resolutions 1. To receive the Company’s Accounts and the i) Rudy Markham Reports of the Directors and Auditor for the j) Nancy Rothwell year ended 31 December 2011 k) Shriti Vadera 2. To confirm dividends l) John Varley m) Marcus Wallenberg 3. To re-appoint KPMG Audit Plc, London as Auditor 6. To ap
Slide 36: AstraZeneca PLC 2012 Annual General Meeting
AstraZeneca PLC 2012 Annual General Meeting
Slide 37: Resolutions
Resolutions 1. To receive the Company’s Accounts and the i) Rudy Markham Reports of the Directors and Auditor for the j) Nancy Rothwell year ended 31 December 2011 k) Shriti Vadera 2. To confirm dividends l) John Varley m) Marcus Wallenberg 3. To re-appoint KPMG Audit Plc, London as Auditor 6. To ap
Slide 38: Polling card instructions
AstraZeneca PLC 2012 Annual General Meeting • Please place your completed Polling Card in one of the boxes as you leave the meeting room • We expect to announce the results of the poll later today • The results of the poll will also be published in the Investors section of our website, astrazeneca.c
Slide 39: Thank you for attending
AstraZeneca PLC 2012 Annual General Meeting Thank you for attending and have a safe journey home