Astrazeneca Plc · LSE:AZN
Astrazeneca — Investor Day (2024)
20 slides from Astrazeneca's investor day presentation, 2024
Slide 1: Ambition 2030 and beyond
Ambition 2030 and beyond Pascal Soriot, CEO Investor Day • 2024
Slide 2: Forward looking statements
Forward looking statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter ‘the Group’) provides the following cautionary statement: This document contains certain forward-looking statements wit
Slide 3: We delivered on our Total Revenue ambition set in 2014
We delivered on our Total Revenue ambition set in 2014 Delivered on ambition to achieve >$45bn Total Revenue by 2023 “ From 2017 to 2023 AstraZeneca is targeting strong and consistent $37.4 $44.4 $45.8 revenue growth leading to $28.0 annual revenues of greater than $25.7 $26.5 $26.6 $24.7 $24.4 $23.
Slide 4: Our strategy is consistent but dynamic
Our strategy is consistent but dynamic Growth & therapy Science & innovation Global footprint Sustainability area leadership • Invest in new • Transform patient • Broad-based network • Expand access, build technologies and outcomes through • Differentiated Emerging health system resilience modalitie
Slide 5: 5 strategic R&D centres across Europe, US and China
5 strategic R&D centres across Europe, US and China Cambridge, UK Gothenburg, Sweden Shanghai, China Gaithersburg, MD Boston, MA – Kendall Square Strategic R&D centre locations enable academic collaborations and ability to attract top-tier global talent 5 Acronym definitions can be found in Glossary
Slide 6: Strong, sustained pipeline delivery supports upgraded NME launch ambition
Strong, sustained pipeline delivery supports upgraded NME launch ambition Clear momentum, now expect to Launch 20 NMEs by 20301 On track to achieve ambition with six NMEs already launched 6 1. NME ambition tracking from date of first regulatory approval, dated from November 2022. Acronym definitions
Slide 7: Now we have a new ambition to deliver $80bn in Total Revenue by 2030
Now we have a new ambition to deliver $80bn in Total Revenue by 2030 with sustained growth thereafter On track to deliver mid-30s% Core operating margin by 2026 Beyond 2026, Core operating margin will be influenced by portfolio evolution, and the Company will target at least mid-30s% 7 Investor Day
Slide 8: Ambition – $80bn Total Revenue by 2030 and sustained 2030+ growth
Ambition – $80bn Total Revenue by 2030 and sustained 2030+ growth Working on “today, tomorrow and the day after” Beyond 2030 Illustrative only, not to scale ADCs and Radioconjugates Cell therapy and T-cell engagers Launching key NMEs $80bn Gene therapy AZD0120 rilvegostomig AZD0486 saruparib Next-ge
Slide 9: Strong growth potential 2030+
Strong growth potential 2030+ Multiple NMEs with $5bn+ Peak Year Revenue potential launching by 20301 NMEs currently in Phase III NMEs currently in Phase I/II AZN ADCs*,4 camizestrant volrustomig multiple | solid tumours, haem ngSERD | breast cancer PD-1/CTLA-4 | lung, HNSCC, others AZD0486 CD19/CD3
Slide 10: Investing in disruptive categories to drive 2030+ growth
Investing in disruptive categories to drive 2030+ growth Weight management ADCs and Cell therapy and Gene therapy and Next-gen IO bispecifics and risk factors Radioconjugates T-cell engagers gene editing Establish and Develop scalable cell Replace systemic Make cure possible lead in new Replace exis
Slide 11: Leveraging external and internal innovation to build pipeline of leading new modalities
Leveraging external and internal innovation to build pipeline of leading new modalities and technologies NOVEL Foundation in ADCs Six clinical-stage internal Combo opportunities Oncology ADCS ADCs + IO, + CTx NOVEL Internal Combo opportunities Oncology RCs1 technologies + DDR, + IO, + cell therapy O
Slide 12: High-value new modalities and technologies are a growing proportion of our NME pipeline
High-value new modalities and technologies are a growing proportion of our NME pipeline Chart Title Novel ADCs/RCs Novel ADCs/RCs Cell therapy Cell Therapy T-cell engager T-Cell Engager Gene therapy Gene Therapy Other Other Cell therapy >$20bn estimated market2 Gene therapy >$30bn and editing estima
Slide 13: Pipeline combinations strengthen therapy area leadership
Pipeline combinations strengthen therapy area leadership Biomarker selected Targeted ADC or RC Next-generation IO Transforming outcomes population Oncology + + = IO bispecifics + ADC (BM+) IO bispecific + ADC Bispecific + CTx or ADC + PDx Early detection Robust clinical portfolio volrustomig • rilve
Slide 14: Global footprint supports opportunity in the Emerging Markets
AstraZeneca Global footprint supports opportunity in the Emerging Markets Emerging Markets 29% of Emerging Markets delivering strong Total Revenue growth2 Total Revenue1 41% 40% 35% 26% 21% 20% 16% 29% 10% 8% 13% 4% -1% 2021 2022 2023 Q1 2024 US EU Emerging Markets ERoW Emerging Markets EM (ex-China
Slide 15: Delivering industry-leading sustainability
Delivering industry-leading sustainability Decoupling Total Revenue growth from Scope 1 & 2 emissions reduction Total Revenue vs Scope 1 & 2 emissions1 Ambition Zero Carbon 50,000 700,000 • 98% reduction in Scope 1 & 2 Scope 1 & 2 Emissions (tCO2e) 600,000 emissions by 2026 40,000 Total Revenue ($m)
Slide 16: 2024 catalysts to date unlock significant growth
2024 catalysts to date unlock significant growth ADRIATIC LAURA DESTINY-Breast06 ECHO Tagrisso expanding in Enhertu moving into 2L Calquence first BTKi to Imfinzi potential first IO Positive Phase III early-stage EGFRm Breast, benefit in HER2- show favourable OS therapy in LS-SCLC NSCLC ultralow tre
Slide 17: 40+ Phase III trial readouts expected by end of 2025
40+ Phase III trial readouts expected by end of 2025 ~$20bn potential revenue in 2030 (non-risk adjusted) from major 2024/2025 readouts1 and launches to date in 2024 Major 2024 readouts Major 2025 readouts Truqap Dato-DXd camizestrant anselamimab CAPItello-281 | dPTEN mHSPC AVANZAR | 1L NSCLC SERENA
Slide 18: Appendix
Appendix 18 Investor Day • 2024
Slide 19: Glossary – 1 of 2
Glossary – 1 of 2 1L, 2L, 3L first-, second-, third-line CLL chronic lymphocytic leukaemia GLP-1/glu glucagon-like peptide 1 receptor/glucagon dual peptide agonist 6MWT 6-minute walk test cm centimetre GLP-1RA glucagon-like peptide 1 receptor agonist AAV adeno-associated virus CM cardiomyopathy gMG
Slide 20: Glossary – 2 of 2
Glossary – 2 of 2 K+ potassium NST neoadjuvant systemic treatment RSV respiratory syncytial virus KCCQ Kansas City Cardiomyopathy Questionnaire NT-proBNP N-terminal pro-B-type natriuretic peptide s. asthma severe asthma LA amylin long-acting amylin NYHA New York Heart Association s.c. subcutaneous L