Astrazeneca Plc · LSE:AZN
Astrazeneca — J.P. Morgan Healthcare Conference 2014
23 slides from Astrazeneca's conference presentation, January 2014
Slide 1: Leading in science, returning to growth
Leading in science, returning to growth Pascal Soriot CEO, AstraZeneca
Slide 2: Cautionary Statement Regarding Forward-Looking Statements
Cautionary Statement Regarding Forward-Looking Statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act 1995, we are providing the following cautionary statement: This presentation contains certain forward-looking statements
Slide 3: AstraZeneca is on an ambitious journey
AstraZeneca is on an ambitious journey Acknowledged leaders in our core TAs Return to growth Rebuild the pipeline 2014 2017 2020 After 2020 Late stage pipeline Revenues expected At least 10 new Leadership in rebuilt focused on to be broadly in line medicines expected core TAs & a balance of 3 core T
Slide 4: Our ambition is driven by action across 3 clear priorities
Our ambition is driven by action across 3 clear priorities 1 2 3 Achieve Return Be a great scientific to growth place to work leadership 4
Slide 5: We are focused on building a competitive pipeline in our 3 core therapy areas
Achieve 1 We are focused on building a competitive scientific leadership pipeline in our 3 core therapy areas Respiratory, Inflammation, Cardio- Oncology Metabolism Autoimmune Core TAs Small Immuno- Protein Biologics Molecules therapies engineering 5
Slide 6: Oncology: AZ small molecule, biologic and immunotherapies
Oncology: AZ small molecule, biologic and Achieve scientific 1 leadership immunotherapies Oncology Tumour Tumour cell Antibody drug Immune drivers and killing conjugates mediated resistance therapies AZD4547 (FGFR) Olaparib (PARP) Moxetumomab MEDI4736 (PD-L1) Selumetinib (MEK) AZD1775 (Wee1) MEDI646
Slide 7: Oncology: Our immune mediated therapy pipeline has rapidly grown and expanded
Oncology: Our immune mediated therapy Achieve scientific 1 leadership pipeline has rapidly grown and expanded Phase 1 Preclinical Phase 1 Phase 2 Phase 3 Expansion Program 1 MEDI-565 MEDI4736 tremelimumab CEA BiTE; GI tumors PD-L1; NSCLC CTLA4; Mesothelioma Program 2 MEDI6469 MEDI4736 mOx40; Solid t
Slide 8: RIA: A leading respiratory pipeline now well positioned to build on existing franchise
Achieve 1 RIA: A leading respiratory pipeline now well scientific leadership positioned to build on existing franchise Today 2016 2017+ Leverage on market portfolio Today: Pulmicort (ICS) Today: Symbicort (LABA, ICS) 8
Slide 9: RIA: A leading respiratory pipeline now well positioned to build on existing franchise
Achieve 1 RIA: A leading respiratory pipeline now well scientific leadership positioned to build on existing franchise Today 2016 2017+ Leverage on market portfolio Strengthen the franchise in COPD and asthma 2016: Pearl PT-003 2020: Pearl PT-010 LABA, LAMA “Triple” LABA, LAMA, ICS 9
Slide 10: RIA: A leading respiratory pipeline now well positioned to build on existing franchise
Achieve 1 RIA: A leading respiratory pipeline now well scientific leadership positioned to build on existing franchise Today 2016 2017+ Leverage on market portfolio Strengthen the franchise in COPD and asthma Deliver targeted therapies EOS Dominant disease Neutrophil- 2017 Benralizumab (anti-IL-5R)
Slide 11: CVMD: An area of historical strength, and rapidly rebuilding for sustainability
Achieve 1 CVMD: An area of historical strength, and scientific leadership rapidly rebuilding for sustainability 2013 Business Development 2013: Rebuild of pipeline through business development: Epanova, Fibrogen, NGM, Moderna 2014: BMS acquisition should consolidate our position in Diabetes 2014: Fo
Slide 12: Pipeline (as of 31 December 2013)
Pipeline (as of 31 December 2013) Achieve scientific 1 leadership Phase 1 Phase 2 Phase 3 / Registration 33 New Molecular Entities 27 New Molecular Entities 11 New Molecular Entities Small molecule Large molecule Small molecule Large molecule Small molecule Large molecule AZD5363 MEDI0639 AZD4547 ME
Slide 13: Number of NMEs in Phase 3 pipeline
As a result: AstraZeneca Phase 3 Achieve scientific 1 leadership pipeline growing ahead of plan Phase 3 Overview Number of NMEs in Phase 3 pipeline 2013 NMEs / Registration 11 • Naloxegol 10 • Epanova • Brodalumab • Lesinurad 8 • CAZ-AVI 6 • Metreleptin • PT003 • Olaparib • Moxetumomab • Selumetinib
Slide 14: We expect significant news flow as the pipeline advances in 2014
We expect significant news flow as the Achieve scientific 1 leadership pipeline advances in 2014 Q1 Q2 Q3 Q4 Farxiga, Type 2 Diabetes Epanova, Severe Iressa, NSCLC PT-003, COPD FDA Approval Hypertriglyceridaemia Submission US P3 Results (Completed) FDA Approval Olaparib, Ovarian Brodalumab, Psoriasi
Slide 15: 19 candidates for phase 3 starts will contribute to a rich late stage pipeline
1 19 candidates for phase 3 starts will Achieve scientific leadership contribute to a rich late stage pipeline 2014 2015 AZD9291 AZD4547 ATM AVI NSCLC gastric cancer serious infections MEDI-4736 MEDI-573 RDEA 3170 solid tumours metastatic breast cancer gout tralokinumab MEDI-551 sifalimumab/MEDI-546
Slide 16: This ambition is driven by action across 3 key priorities
This ambition is driven by action across 3 key priorities 1 2 3 Achieve Return Be a great scientific to growth place to work leadership 16
Slide 17: We have sharpened our focus on 5 key internal growth platforms
We have sharpened our focus on 5 key Return to growth 2 internal growth platforms 1. Cardiovascular / Brilinta® 2. Diabetes 3. Emerging Markets 4. Respiratory 5. Japan 17
Slide 18: Brilinta: Action taken to reset our growth trajectory across all key markets
Brilinta: Action taken to reset our growth Return to growth 2 trajectory across all key markets 9 Today: Investments made in promotion, access, affordability, scientific leadership 9 2014: Commercial focus sharpened across US, EU and International geographies 9 2016: Significant value creation poten
Slide 19: Diabetes: BMS acquisition puts "Top 3" leadership ambition within reach
Diabetes: BMS acquisition puts “Top 3” Return to growth 2 leadership ambition within reach 9 Today: Broad franchise - Onglyza, Forxiga, Byetta, Bydureon, Metreleptin, Symlin 9 2014: BMS acquisition consolidates global business & provides immediate revenue 9 2014: Bydureon dual chamber pen, Farxiga a
Slide 20: Emerging markets: Strong China presence will anchor continued growth
Emerging markets: Strong China presence Return to growth 2 will anchor continued growth 21.9% PFIZER 21.2% 19.5% • 2nd largest pharmaceutical ASTRAZENECA 18.1% company in China 9.1% SANOFI 10.3% 7.1% BHC 3.1% 20.2% ROCHE 11.8% • Strong 2013 growth rate NOVARTIS 30.2% 25.8% relative to peers 15.4% M.
Slide 21: We expect our 2017 revenue to be broadly in line with our 2013 revenue
We expect our 2017 revenue to be broadly in Return tp growth 2 line with our 2013 revenue $ Revenue $ Revenue 2013 2017 Crestor, Nexium, Growth platforms Seroquel in US New launches and EU 2013 business development 21
Slide 22: Remain committed to ensuring a strong investor value proposition
Remain committed to ensuring a strong investor value proposition “Pure play” Innovation Company Integrated expertise in, Global commercial Commitment to a small molecules, strength, including progressive dividend biologics, emerging markets and shareholder immunotherapies and and Japan returns prote
Slide 23: Thank you
Thank you For more information visit: astrazeneca.com