Slide 1: Pfizer Oncology ASCO Analyst Call
Pfizer Oncology ASCO Analyst Call June 2, 2015 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements • Our discussions during this conference call will include forward-looking statements about, among other things, our in-line and pipeline oncology portfolio, including Ibrance, our immuno-oncology portfolio and other in-line products and product candidates, expected clinic
Slide 3: Agenda
Agenda Overview of Pfizer Oncology Ibrance Immuno-Oncology (IO) Closing and Q&A 3
Slide 4: Pfizer Oncology: Where We Are Today and the Future
Pfizer Oncology: Where We Are Today and the Future Growing In Line Portfolio, Recent Launch of Ibrance, and Robust Pipeline TODAY FUTURE Growing Product Line Growing Late Stage Portfolio Diversified Early Pipeline Palbociclib mBC / High-Risk eBC Immuno-Oncology Avelumab (PD-L1) Avelumab (PD-L1) 4-1B
Slide 5: Agenda
Agenda Overview of Pfizer Oncology Ibrance Launch PALOMA-3 Other Performance Data from Indications to Date ASCO Immuno-Oncology (IO) Closing and Q&A 5
Slide 6: Ibrance – Positive Momentum Since US Launch
Ibrance – Positive Momentum Since US Launch Approved on: Q1 2015 Revenues: Feb 3, 2015 $38M YTD Performance Indicates Continued Market Acceptance • First line market share >20% • Over 4,000 patients have initiated therapy • Over 1,700 HCPs prescribing Ibrance • Added to NCCN Guidelines in March as a
Slide 7: Palbociclib – PALOMA-3: Design
Key Data at ASCO 2015 Palbociclib – PALOMA-3: Design Study Design • Pre- or post- Palbociclib menopausal women (125 mg QD; n=347 3 wks on/1 wk off) • HR+, HER2- MBC + • Progressed on prior Fulvestrant† endocrine therapy 2:1 Randomization (500 mg IM q4w) – On/within 12 month of N=521 prior adjuvant t
Slide 8: Palbociclib – PALOMA-3: Efficacy
Key Data at ASCO 2015 Palbociclib – PALOMA-3: Efficacy • Palbociclib + fulvestrant combination significantly improved PFS compared to placebo + fulvestrant in women with HR+/HER2– advanced breast cancer whose disease had progressed on prior endocrine therapy • Benefit from palbociclib was demonstrat
Slide 9: Palbociclib – PALOMA-3: Safety
Key Data at ASCO 2015 Palbociclib – PALOMA-3: Safety • In patients receiving palbociclib + fulvestrant vs. placebo + fulvestrant: – Overall incidence of serious adverse events were similar in both arms (9.6% vs. 14.0%) – Discontinuation rates due to adverse events were similar (2.6% vs. 1.7%) – Inci
Slide 10: Ibrance Indication Ladder
Ibrance Brand Vision: Breakthrough Therapy That Has Potential to Revolutionize Treatment Outcomes in Breast Cancer and Other CDK 4,6 Dependent Tumors Additional Trials (including research PALLAS collaborations) PENELOPE-B PEARL HNSCC, ER+ eBC Indication Ladder Pancreatic PALOMA-2 (Stages II-III) Oth
Slide 11: Agenda
Agenda Overview of Pfizer Oncology Ibrance Immuno-Oncology (IO) Pfizer’s IO Strategy Key Data at and Pipeline ASCO 2015 Closing and Q&A 11
Slide 12: Pfizer is Focused on a Multi-Pronged Approach to IO
Pfizer is Focused on a Multi-Pronged Approach to IO Advance focused single agent program • Accelerated development for target tumors: PD1, PDL1, 41BB Focused Single Agent • Enable rapid advancement to combination strategies Program Breadth and Depth of our portfolio offers more potential for IO comb
Slide 13: Pfizer's Pipeline Targets Multiple Immune Mechanisms
Pfizer’s Pipeline Targets Multiple Immune Mechanisms Checkpoint inhibitors Epithelial • Anti-PD-L1 avelumab (Ph 3 with cell Merck KGaA) • Anti-PD-1 PF-06801591 (IND ‘15) CD8+ effector T cell Activate T cells Tumor • CD137/4-1BB (Ph 1) cells • OX-40 agonist antibody (Ph 1) Deplete Treg cells • CCR4 a
Slide 14: Pfizer's Immuno-Oncology Pipeline
Pfizer’s Immuno-Oncology Pipeline PHASE I PHASE II PHASE III OX40 CCR2i + chemo Avelumab Avelumab Pancreatic Ductal Solid tumors Adenocarcinoma (PDAC) Merkel Cell Carcinoma NSCLC 2L 4-1BB/CD137 4-1BB + anti-CCR4 Solid tumors Solid tumors Remain on track to initiate in 2015 up to 20 programs, includi
Slide 15: Avelumab – NSCLC
Key Data at ASCO 2015 Avelumab – NSCLC • Treatment with avelumab was associated with a manageable safety profile • We believe data support registration study starts in 2015 in 1L and 2L NSCLC • Combination studies with 4-1BB and with PF-3922 (ALK+) also expected to start in 2015 Best Overall Respons
Slide 16: Avelumab – Ovarian
Key Data at ASCO 2015 Avelumab – Ovarian • Clinically active in heavily pretreated, unselected ovarian cancer – ORR of 10.7%, based on 8 PRs (2 additional PRs by irRC); 62.5% (5 of 8) ongoing • Largest reported dataset of patients with refractory or recurrent ovarian cancer treated with anti-PD-(L)1
Slide 17: Avelumab – Safety Data in Patients
Key Data at ASCO 2015 Avelumab – Safety Data in 600 Patients • Avelumab demonstrated an acceptable safety profile in a heavily pretreated population across a range of tumor types • The safety profile of avelumab appears to be comparable to other PD-(L)1 immune checkpoint inhibitors Most Common Treat
Slide 18: 4-1BB agonist – NHL
Key Data at ASCO 2015 4-1BB agonist – NHL • ORR of 38.5% in R-refractory follicular lymphoma: 2 CR (15.4%) and 3 PR (23.1%) • Studies of PF-2566 in combination with checkpoint inhibitors are ongoing • R + PF-2566 is well tolerated in patients with relapsed or refractory B-cell NHL up to 10 mg/kg N (
Slide 19: Agenda
Agenda Overview of Pfizer Oncology Ibrance Immuno-Oncology (IO) Closing and Q&A 19
Slide 20: Key Takeaways
Key Takeaways Our vision is to be a leading oncology player across different modalities as measured by science, patients helped, reputation and revenue Oncology is a critical component of Pfizer’s innovative core and will continue to be a high priority for investments Healthy Base Business 3 Signifi
Slide 21: Q&A
Q&A 21