Hikma Pharmaceuticals Plc · LSE:HIK
Hikma Pharmaceuticals — 39th Annual JP Morgan Healthcare Conference (January 2021)
25 slides from Hikma Pharmaceuticals's conference presentation, January 2021
Slide 1: Better health. Within reach. Every day.
Better health. Within reach. Every day. Hikma Pharmaceuticals PLC JP Morgan Healthcare Conference January 2021
Slide 2: Disclaimer
Disclaimer Save to the extent required by law, neither Hikma Pharmaceuticals PLC nor any of its affiliates (Hikma), nor any other party, is under any duty to update or inform you of any changes to such information. In particular, it should be noted that the financial information relating to Hikma co
Slide 3: Hikma is well positioned to deliver sustainable growth
Hikma is well positioned to deliver sustainable growth Three global Businesses Over the last three years we have strengthened our base business: Strategic Diversified financial revenue flexibility stream Turned around our Strengthened Introduced a focused Generics business commercial capabilities st
Slide 4: Impact of COVID-19
Impact of COVID-19 Impact of COVID-19 on total prescriptions1 Changing treatment protocols 20% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec % of ICU patients vs. % of ICU patients on 15% total hospitalized mechanical 10% COVID patients ventilation 5% April 20202 30% 82% 0% -5% December 20203 23%
Slide 5: Generics
Generics
Slide 6: Generics Segment
Generics Segment Our increasingly differentiated Generics business has seen significant margin improvements Generics financial performance State of the art manufacturing facility ($ million) in Columbus, Ohio $800 100% Capabilities in orals, liquids, nasal, 80% $600 sprays, respiratory, high-contain
Slide 7: Benefitting from diversified portfolio and commercial improvements
Benefitting from diversified portfolio and commercial improvements Hikma’s Generic portfolio by competition and revenue contribution1 Hikma is the market leader for 15% 52% 65% of these products 1% 19% Sole player 2 players 3 – 5 players > 6 players 1 Does not include contract manufacturing Hikma Ph
Slide 8: Optimising our well-diversified portfolio and driving growth through new products
Optimising our well-diversified portfolio and driving growth through new products Generics revenue by product 7% Top 10 products 48% Top 10 products contributed 93% contributed 52% in 2015 in 1H20 2015 1H20 93% 52% Top 10 products Other products Hikma Pharmaceuticals PLC 8
Slide 9: Increasing patients' access to important medicines
Increasing patients’ access to important medicines 2020 2021 Mar May Sep Nov The United States FDA approves US Court of Hikma Hikma is working District Court for the Hikma’s icosapent Appeals for the launches to scale up District of Nevada ethyl capsules Federal Circuit icosapent ethyl manufacturing
Slide 10: Received approval for our generic Advair Diskus following our successful clinical endpoint study
Received approval for our generic Advair Diskus® following our successful clinical endpoint study Clinical endpoint study with over 1,500 participants, measuring Substitutable product Forced Expiratory Volume clearly demonstrates clinical equivalence with similar operation and usability Mean Change
Slide 11: Injectables
Injectables
Slide 12: Injectables Segment
Injectables Segment Our leading Injectables business has been steadily growing and has healthy margins Injectables financial performance Top 3 generic Injectables ($ million) manufacturer in the US $1,000 100% $800 80% 2020 3 core geographies Guidance: Revenue: $950m-$980m $600 60% Op margin: 38%-40
Slide 13: Expanding our US Injectables portfolio and leading in new launches
Expanding our US Injectables portfolio and leading in new launches Number of injectable launched Contribution from new launches in the US for our key competitors in the US 2019 – 1H201,2 2016 – 1H20 Hikma Fresenius Dr Reddy’s Products launched Amneal since 2016 contributed Auromedics Mylan 26% of 1H
Slide 14: Strong revenue growth in MENA and Europe
Strong revenue growth in MENA and Europe Europe highlights MENA highlights • Broad product portfolio supporting COVID-19 patients • Leveraging our broad product portfolio to meet patients’ demand • Launching new products across market • Continue to drive demand for our biosimilar products • Strong l
Slide 15: Branded
Branded
Slide 16: Branded Segment
Branded Segment We have a unique Branded business in MENA Branded financial performance Leading pharmaceutical ($ million) company in MENA $800 100% 80% Manufacturing facilities in $600 7 countries 2020 60% Guidance: $400 Revenue: Large portfolio of Branded Mid-single digit constant 40% generics and
Slide 17: Delivering growth in tier one markets and leveraging our strong commercial capabilities
Delivering growth in tier one markets and leveraging our strong commercial capabilities to increase engagement with stakeholders Being proactive in response to COVID-19 Strong recovery following challenges in 2019 due to political and economic Algeria disruptions Improved management of the business
Slide 18: Summary
Summary
Slide 19: Hikma is well positioned to deliver sustainable growth
Hikma is well positioned to deliver sustainable growth Three global Businesses Strategic Diversified financial revenue flexibility stream Manufacturing sites with Little product close concentration proximity to key markets Lifelong commitment to quality Well positioned to continue growth Hikma Pharm
Slide 20: Appendix
Appendix
Slide 21: 2020 guidance
2020 guidance Injectables Generics Branded ● Revenue: ● Revenue: ● Revenue growth in constant $950 million to $980 million $720 million to $740 million currency: ● Core operating margin: ● Core operating margin: mid-single digits 38% to 40% 18% to 19% Net finance expense Capital expenditure Tax ● Ne
Slide 22: Important Safety Information for Fluticasone Propionate and Salmeterol Inhalation Powder (1)
Important Safety Information for Fluticasone Propionate and Salmeterol Inhalation Powder USP, 100mcg/50mcg, 250mcg/50mcg (1): Contraindications Chest pain, trouble breathing The use of fluticasone propionate and salmeterol inhalation powder is contraindicated in the following conditions: Dry mouth,
Slide 23: Important Safety Information for Fluticasone Propionate and Salmeterol Inhalation Powder (2)
Important Safety Information for Fluticasone Propionate and Salmeterol Inhalation Powder USP, 100mcg/50mcg, 250mcg/50mcg (2): Call your healthcare provider or get medical care right away if: Common Side Effects your breathing problems get worse. o you need to use your rescue inhaler more often than
Slide 24: Important Safety Information for Fluticasone Propionate and Salmeterol Inhalation Powder (3)
Important Safety Information for Fluticasone Propionate and Salmeterol Inhalation Powder USP, 100mcg/50mcg, 250mcg/50mcg (3): Dosage and Administration Fluticasone propionate and salmeterol inhalation powder should be administered as 1 inhalation twice daily by the orally inhaled route only. After i
Slide 25: Hikma Pharmaceuticals PLC
hikma. Better health. Within Reach. Everyday.
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