AstraZeneca PLC · LSE:AZN
AstraZeneca — Investor Presentation (October 2001)
22 slides from AstraZeneca's investor presentation, October 2001
Slide 1: Markets outside North America are performing strongly
A Bruno Angelici Markets outside North America are performing strongly Europe Sales $4933m Japan Sales $839m Latin America Asia Pacific Sales $485m Sales $674m Source : MAT sales October 2001 internal data A Realising the value - RoW: Bruno Angelici A
Slide 2: Focus on Europe & Japan
Focus on Europe & Japan b 2001 performance – building a strong platform for growth b Future prospects – realising the value of the portfolio A Robust 2001 performance b Growing faster than the pharmaceutical market b Introducing Nexium® in 38 markets b Introducing Symbicort® in 23 markets b Reinforc
Slide 3: Market share gains driven by strong growth in Europe and Japan
Market share gains driven by strong growth in Europe and Japan Sales YTD Sept AZ Growth Market Growth $m % % AZ outside 4112 +9.3 +6.8 North America Europe 3174 +10.7 +8.8 Japan* 537 +15.0 +3.8 * adjusted for divestment of antiseptics Source : IMS Health retail data except Japan A A Europe Realising
Slide 4: Nexium launched in European markets
Nexium® launched in 14 European markets 2000 2001 Q3 Q4 Q1 Q2 Q3 Q4 UK Germany Finland Portugal Austria Slovakia Sweden Denmark Holland Switzerland Ireland Luxembourg Norway Iceland A In Europe Nexium® market share is increasing steadily on a monthly basis* Nexium® share in 11 markets 7% % share of
Slide 5: Germany: Nexium switch analysis
Germany: Nexium® switch analysis New Switch 62 % 38 % Source: Sept 2000 - August 2001 Pharmalink A Germany: Nexium® gaining share from generics Omeprazole 41% Generics Others PPI 6% Lansoprazole 47% 21% Pantoprazole H2RAs 33% 32% Antra MUPS Switch patients Source: Sept 2000 - August 2001 Pharmalink
Slide 6: UK: gaining share from PPIs and H2 antagonists
UK: gaining share from PPIs and H2 antagonists Reasons for switching to lansoprazole Nexium® 38% Losec® b Efficacy 66% 50% b Side effects 24% 7% 5% b Effective dosing over Other PPI’s 24 hours 24% H2RA b Cost-effectiveness 14% Taylor Nelson 9 month tracking report A Studies vs lansoprazole b EAZEE ✦
Slide 7: Nexium: New data & launches will further enhance performance
Nexium® : New data & launches will further enhance performance % Market share 25.8% 19.6% 12.7% 2.6% 8.3% 3.4% 13.7% 15.6% 11.9% 0.4% 4.3% 5.2% Source: IMS Health A Losec® shows strong growth where Nexium® is yet to be launched Sales YTD % Growth $m France 249 +22 Italy 77 +55 Source : IMS Health A
Slide 8: Driving the GI Franchise
Driving the GI Franchise b Nexium® launch performance ahead of other PPIs ✦ Winning sales back from generics ✦ Winning business from other PPIs and H2 antagonists b Excellent growth with Losec® where Nexium® is yet to be launched A Driving the GI Franchise Total GI in Europe growing at +9% * Source:
Slide 9: Symbicort launched in European markets
A Symbicort® launched in 15 European markets 2000 2001 Q3 Q4 Q1 Q2 Q3 Q4 Sweden Switzerland Iceland Austria Spain Denmark Ireland Finland Norway Germany UK Luxembourg France Holland Italy A Realising the value - RoW: Bruno Angelici A
Slide 10: Symbicort rapid take-off in Europe
Symbicort® rapid take-off in Europe Symbicort® share of fixed combination market in 13 launch countries 10 9 8 Market Share % 7 6 5 4 Symbicort® only launched 3 in Sweden 2 1 0 0 1 2 3 4 5 6 7 8 9 10 11 12 13 Months Source IMS Health : Excludes Luxembourg and Iceland A Germany: Symbicort® Launch 300
Slide 11: Symbicort differentiation from Seretide
Symbicort® differentiation from Seretide® UK Germany Removes need for PRN B2A Removes need for PRN B2A Quickly gain control Quickly gain control Most convenient Most convenient Once daily Once daily Stepup/down Stepup/down 0 20 40 60 80 100 0 20 40 60 80 100 % associating with attribute % associatin
Slide 12: Key growth brands
Key growth brands Strong performances in CV, CNS and oncology European retail growth of key brands YTD AZ Growth Market Growth $m % % Atacand® family 136 +62 +35 Casodex® 126 +41 +18 Arimidex® 65 +23 +38 Seroquel® 38 +230 +25 Zomig® 69 +37 +15 Source : IMS Health Mkt definition: Atacand :C9C + C9D/
Slide 13: Excellent platform for growth
Excellent platform for growth Therapy Area Sales ranking GI 1 - PPI only 1 CV 3 - non statin 1 Respiratory 2 Oncology 1 Source: IMS Health A Investment in sales & marketing b Over 800 permanent reps added to sales forces in Europe* b 5% increase in share of total details in Europe (Top Ten corporati
Slide 14: A strong and improving image in key markets
A strong and improving image in key markets Germany* b AZ ranks 2nd overall in company image b First for educational programme UK b AZ highest ranking in company image by GPs and Oncologists** b Number 1 for GP education and training*** Source: *I+G Munich ** Pharmaceutical Times May 2001 *** IMS Se
Slide 15: Japan: AZ has 2nd highest growth rate
A Japan Japan: AZ has 2nd highest growth rate among the top 30 companies AZ Japan Monthly Value Growth Rate YTD Sept. ’01 %* Market Share Pfizer 19% 2 AstraZeneca 15% Takeda 14% 1.9 Sumitomo 14% 1.8 Chugai 10% Aventis 9% 1.7 Tanabe 9% Pharmacia 7% 1.6 Dainippon 6% Novartis 4% 1.5 0% 5% 10% 15% 20% J
Slide 16: AZ Japan moving to No. 1 in Oncology
AZ Japan moving to No. 1 in Oncology Oncology Monthly Sales 5.0 Growth rates 4.5 (YTD Oct ’01) Y Billion 4.0 Taiho 0% 3.5 AstraZeneca 21% Takeda 13% 3.0 Jan-01 Apr-01 Jul-01 Oct-01 Taiho AstraZeneca Takeda Source: AstraZeneca estimate A Omepral®: strong growth ahead of the market based on extended i
Slide 17: Realising the value of the portfolio
A Realising the value of the portfolio Positioned for strong growth b Opportunities in fast-growing markets b Optimising the GI franchise - Nexium® and Losec® b Japan positioned for double-digit growth A Realising the value - RoW: Bruno Angelici A
Slide 18: Opportunities in fast-growing markets: Symbicort, Iressa
Opportunities in fast-growing markets: Symbicort® Fixed combinations for asthma will more than double in 5 years* 1200 1000 800 $m 600 400 200 0 2001 2005 Fixed Combination * Corticosteroids/long acting Beta agonist combinations Source : IMS Health Asthma Market Europe 7 $ LCD A Opportunities in fas
Slide 19: Opportunities in fast-growing markets: Crestor
Opportunities in fast-growing markets: Crestor Diagnosis, guidelines and outcomes will drive the statin market 4,500 4,000 Crestor : A major opportunity 3,500 3,000 b Huge market with high 2,500 growth potential $m 2,000 1,500 b Competitive product profile 1,000 b Strong AZ track record in 500 the
Slide 20: Japan positioned for double-digit growth
Japan positioned for double-digit growth Key growth drivers Iressa™ Crestor™ Omepral® A Iressa - an outstanding profile for Japan Forecast of lung cancer patients in Japan 150 b An ideal product profile in Japan 100 ✦ Oral administration ('000) ✦ Once a day ✦ A favourable tolerability 50 profile ✦
Slide 21: Crestor - a huge opportunity for AstraZeneca
Crestor - a huge opportunity for AstraZeneca 8.0% Lipid lowering drugs 6.0% Growth rate (%) previous year Ca Antagonists 4.0% 2.0% b Total market size: $2.8 billion 0.0% b Statins comprise 88% of this market -2.0% Beta-Blockers H2 Antagonists b Longer treatment increasingly -4.0% ACE Inhibitors pre
Slide 22: Conclusion: Seven key drivers of future growth
AstraZeneca Japan’s performance and potential is being recognised in the talent market Ranking among graduate student in MR position applications April 2002 1 Takeda 2 Banyu 3 Pfizer 4 Daiichi 5 Yamanouchi 6 Taisho 7 Sankyo 8 AstraZeneca 9 Ajinomoto 10 Kirin Beer 11 Eisai 12 Suntory 13 Asahi Kasei 1