Ipsen Sa · EURONEXT:IPN
Ipsen Sa — Jefferies London Healthcare Conference 2023
23 slides from Ipsen Sa's conference presentation, November 2023
Slide 1: Focus. Together. For patients & society.
John Living with prostate cancer Lincolnshire, U.K. Jefferies London Healthcare Conference November 2023 Focus. Together. For patients & society. 1
Slide 2: Disclaimer and safe harbor
Disclaimer and safe harbor − This presentation includes only summary information and does not purport to be comprehensive. Forward-looking statements, targets and estimates contained herein are for illustrative purposes only and are based on management’s current views and assumptions. Such statement
Slide 3: The investment case
The investment case Entire focus Strong balance Expanding on Specialty sheet & cash pipeline External- Care Global generation innovation footprint strategy A good mix of Significant Opportunities for new molecules firepower further growth A well-balanced and lifecycle Multiple assets for external ac
Slide 4: A future focused on Specialty Care
A future focused on Specialty Care To be a leading global, mid-sized biopharmaceutical Our vision company with a focus on transformative medicines in Oncology, Rare Disease & Neuroscience ONCOLOGY RARE DISEASE NEUROSCIENCE Strengthening Expanding Excelling the position the scope & accelerating 4
Slide 5: Ipsen's medicines: YTD 2023
Ipsen’s medicines: YTD 2023 Growth platforms CER sales growth 25% 24% 6% 18%1 % total sales 21% 17% 18% 5% Somatuline CER sales growth -12% % total sales 34% New medicines All growth rates are at constant exchange rates. Performances shown for YTD 2023. 1. North America only; excludes sales to ex-U.
Slide 6: A strong platform for sustainable growth
A strong platform for sustainable growth T O TA L S A L E S Accelerate growth with external innovation External innovation Transition Somatuline Somatuline post generic- competition entries Growth platforms Drive performance of growth platforms TIME 6
Slide 7: A strong global footprint
A strong global footprint NORTH AMERICA REST OF WORLD 33% 27% OF TOTAL SALES OF TOTAL SALES 40+ EUROPE 110+ countries with Ipsen presence 40% countries where Ipsen medicines are marketed OF TOTAL SALES Based on YTD 2023 total sales. In this presentation, Europe is defined as the E.U., the U.K., Icel
Slide 8: Highlights: YTD 2023
Highlights: YTD 2023 On track for full-year delivery Growth momentum Pipeline progress YTD total-sales +7.1% Sohonos: FOP Q3: +6.5% U.S. regulatory approval Growth platforms up by 16.1% YTD Cabometyx + atezolizumab: 2L mCRPC driven by Dysport and Cabometyx PFS primary endpoint met Further contributi
Slide 9: Building high-value, sustainable pipeline
Building high-value, sustainable pipeline Phase I Phase II Phase III Registration IPN60210 TAZVERIK CABOMETYX + ONIVYDE + 5-FU/LV + R/R multiple myeloma (+ hormonotherapy) ATEZOLIZUMAB OXALIPLATIN & R/R DLBCL mCRPC 2L mCRPC 1L PDAC IPN60260 FIDRISERTIB TAZVERIK + R2 BYLVAY Viral cholestatic disease
Slide 10: Ipsen at AASLD 2023
Ipsen at AASLD 2023 Growing presence in rare cholestatic liver disease Demonstrating strength & expertise in understanding pathophysiology of rare cholestatic liver diseases Eleven abstracts accepted for presentation Two late-breakers Furthering scientific understanding across several underserved ra
Slide 11: Conclusion
Conclusion Sustained strategic success GROWTH PIPELINE FOR YOUR DIARY MOMENTUM PROGRESS 7 December Growth platforms A number of Capital-markets day continuing to perform well milestone successes Webcast / in-person (London) Increasing contribution Multiple launches expected from new medicines in nex
Slide 12: QUESTIONS
QUESTIONS 12
Slide 13: APPENDIX
APPENDIX 13
Slide 14: Oncology: Key clinical-trial highlights
Oncology Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) Second novel hormonal Cabometyx therapy (abiraterone & PFS endpoint met CONTACT-02 2L mCRPC 580 prednisone or enzalutamide) OS, PFS Phase III or Awaiting OS data NCT04446117 Cabomet
Slide 15: Oncology: Key clinical-trial highlights
Oncology Key clinical-trial highlights P R I M ARY TRI AL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) R/R FL: following at least one prior Tazverik systemic Placebo + R2 SYMPHONY-1 chemotherapy, 540 or PFS Recruiting1 Phase III immunotherapy, or Tazverik + R2 NCT04224493 chemo- imm
Slide 16: Rare Disease: Key clinical-trial highlights
Rare Disease Key clinical-trial highlights P R I M ARY TRI AL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT Response to treatment Elafibranor Placebo defined as ALP < 1.67 x ELATIVE 2L PBC 161 or ULN and total bilirubin ≤ Primary endpoint met Phase III elafibranor ULN and ALP decrease ≥
Slide 17: Rare Disease: Key clinical-trial highlights
Rare Disease Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) Sohonos - 5mg U.S. regulatory approval Sohonos QD and upon August 2023 MOVE flare-up, 20mg QD Annualized change in FOP 107 Phase III for 28 days, new HO volume Rest of World reg
Slide 18: Rare Disease: Key clinical-trial highlights
Rare Disease Key clinical-trial highlights P R I M ARY TRI AL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT(S) 10mg IPN60250 tablet QD for IPN60250 12 weeks Primary sclerosing Phase II 12 Safety and tolerability Recruiting1 cholangitis NCT05642468 30mg (3 x 10mg) IPN60250 tablets QD for
Slide 19: Neuroscience: Key clinical-trial highlights
Neuroscience Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT Dysport Placebo or two C-BEOND Chronic migraine 720 dosing regimes of Efficacy and safety Recruiting1 Phase III Dysport NCT06047444 Dysport Placebo or two E-BEOND Episodic migraine
Slide 20: Neuroscience: Key clinical-trial highlights
Neuroscience Key clinical-trial highlights P R I M ARY TRIAL P O P U L AT I O N PAT I E N T S DESIGN S TAT U S ENDPOINT Dose escalation & IPN10200 Ax Moderate to dose-finding Active LANTIC severe upper 424 versus Safety Phase II NCT04821089 facial lines Dysport or Fully recruited placebo Dose escala
Slide 21: THANK YOU
THANK YOU 21
Slide 22: Investor Relations
Investor Relations Adrien DUPIN DE SAINT-CYR Adrien DUPIN DE SAINT-CYR CraigRelations Investor MARKS Manager Nicolas BOGLER Investor Relations Manager Vice President, Investor Relations Investor Relations Senior Manager +44 7564 349 193 +33 6 52 19 98 92 craig.marks@ipsen.com nicolas.bogler@ipsen.co
Slide 23: Follow us
Follow us www.ipsen.com 23