Teva Pharmaceutical Industries Limited · TASE:TEVA
Teva Pharmaceutical Industries — UBS Global Life Sciences Conference 2011
13 slides from Teva Pharmaceutical Industries's conference presentation, Sep 20, 2011
Slide 1: UBS Global Life Sciences Conference
UBS Global Life Sciences Conference William Marth, President & CEO, Teva Pharmaceuticals - Americas New York, September 20, 2011
Slide 2: Forward Looking Statement
Forward Looking Statement TODAY’S PRESENTATION CONTAINS FORWARD-LOOKING STATEMENTS, WHICH EXPRESS THE CURRENT BELIEFS AND EXPECTATIONS OF MANAGEMENT. SUCH STATEMENTS INVOLVE A NUMBER OF KNOWN AND UNKNOWN RISKS AND UNCERTAINTIES THAT COULD CAUSE OUR FUTURE RESULTS, PERFORMANCE OR ACHIEVEMENTS TO DIFF
Slide 3: More Than A Century Of Excellence
More Than A Century Of Excellence Teva Group History 1901 1930s 1980s 1990s 2011 Founded in Jerusalem Israeli pharmaceutical Becomes a bi-national Worldwide presence Top global industry emerges company (Israel & established (North pharmaceutical USA) America, Europe) company 3
Slide 4: H1 2011 results
H1 2011 results 1H/10* 1H/11* Change Sales 7,453 8,292 +11% $m Operating income 2,203 2,205 0 $m Net income 1,811 1,920 +6% $m EPS 1.99 2.14 +8% $ Cash flow from 1,840 2,224 +21% operations $ *Net income, operating income and EPS are non-GAAP results
Slide 5: Diversified business
Diversified business Sales, 2011 H1, % of total Hybrid business with generic/branded split Growing ex-US business Breakdown by product Breakdown by geography Women’s Biosimilars API Respiratory 3 1 4 ROW 6 16 Innovative North 11 Generics Europe America 64 34 50
Slide 6: Leading the Way in the United States
Leading the Way in the United States Generics companies only All pharmaceutical companies Total Rx’s, millions Mkt Share Total Rx’s, millions Mkt Share Teva USA 582 19.3% 15.4% Mylan 378 12.5% 9.6% Watson 240 8.0% 6.7% Sandoz 210 7.0% 6.1% Lupin 149 5.0% 5.8% Qualitest 142 4.7% 4.0% Amneal 109 3.6%
Slide 7: No. 1 in Europe and top tier in key European countries
No. 1 in Europe and top tier in key European countries 2007 Today UK No.1 No.1 Netherlands No.1 No.1 Germany No.2 Italy No.1 No.1 France No.3 Spain No.1 Hungary No.1 Poland No.3 Czech Republic No.3 No.2 Source: IMS MAT June; Hungary in Volume
Slide 8: Teva Branded: Multifaceted Approach & Expertise
Teva Branded: Multifaceted Approach & Expertise Bio-similars Respiratory Woman’s Health New Copaxone ® products licensing Innovative pipeline 8
Slide 9: On track to deliver long-term strategic targets
On track to deliver long-term strategic targets Long-term GENERICS Strategic Plan: ratiopharm: GX #1 in Europe Taiyo: leadership in Japan Infarmasa: expansion in LA DIVERSIFY Progress TEVA on all BRANDED fronts Cephalon: expansion/diversification Theramex: global expansion women’s health OTC JV with
Slide 10: Japan: A High Growth Generic Market
Japan: A High Growth Generic Market 2nd largest pharmaceutical market Market size $Bn; 2010 Generics penetration % (volume) 312 75% Government target: 30% penetration by FY2012 96 23% Growth potential Long term potential*: >60% 45 68% penetration 22 63% *Teva estimation Source: IMS Market Prognosis,
Slide 11: Teva Branded - Multifaceted Approach & Expertise
Teva Branded - Multifaceted Approach & Expertise 2010A Revenue: $4.6B PF2010A Revenue: $7B 2015E Revenue: $9.2B 2010 2015
Slide 12: A New Business Model in Consumer Health Care
A New Business Model in Consumer Health Care Global JV for OTC businesses Leveraging our strong capabilities and global market access Global collaboration on new product development and new brand creation World’s leading seller of medicines and world’s leading brand-builder coming together
Slide 13: Thank You
6 UU, rs Pa Thank You
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