Slide 1: Q3 2020 Sales
Q3 2020 Sales October 22, 2020
Slide 2: Disclaimer & Safe Harbor
Disclaimer & 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 statements in
Slide 3: Delivering growth YTD 2020 despite impact of COVID-19
Delivering growth YTD 2020 despite impact of COVID-19 Top line COVID-19 impact Pipeline Group sales growth +2.8%1 YTD and Gradual recovery overall in Q3 2020 Palovarotene: Presentation of Phase +2.2%1 in Q3 2020 driven by III MOVE trial at ASBMR Conference; Specialty Care growth of +5.7%1 and Oncolo
Slide 4: Oncology driving Specialty Care and Group sales growth
Oncology driving Specialty Care and Group sales growth +8.7 % 1 90 101 +8.7%1 growth, representing 76% of Group sales 214 Sales € 176 ▪ Somatuline sales +13% 288 reflecting continued market share gains worldwide and slower growth of 297 SSA market due to COVID-19; +17% in North America despite negat
Slide 5: Neuroscience negatively impacted by COVID-19
Neuroscience negatively Janice Living with cervical dystonia impacted by COVID-19 Tennessee, USA -5.3%1 Dysport sales -5.3%1, representing 14% of Group sales Sales € ▪ Slow recovery across most geographies from impact of COVID-19; recovery in aesthetics market stronger than therapeutics market 284 ▪
Slide 6: Rare Diseases: Palovarotene program progressing
Rare Diseases: Palovarotene program progressing Marin Living with fibrodysplasia ossificans progressiva Hamilton, Canada Palovarotene • Discussions with the FDA and EMA provide basis to move forward with NDA and MAA submissions in early 2021. Discussions with other regulatory agencies are ongoing. ▪
Slide 7: Consumer Healthcare continues to be negatively impacted by COVID-19
Consumer Healthcare continues to be negatively impacted by COVID-19 -21.4% Consumer Healthcare sales -21.4%1, representing 8% of Group sales Sales € 27 25 ▪ Smecta sales -35%1 20 Reflecting negative impact of COVID-19 in China and other territories, 30 19 China hospital central procurement policy an
Slide 8: Progressing the Pipeline
Progressing the Pipeline Cabometyx Palovarotene Somatuline • Cabometyx in combination with • Detailed data from the Phase III • Positive Phase II CLARINET FORTE nivolumab demonstrated efficacy MOVE trial presented at the ASBMR results showed increasing the dose across all IMDC risk and PD-L1 Confere
Slide 9: Confirming 2020 guidance
Confirming 2020 guidance Sales growth > +2.0% at constant currency • Expected impact of –1.5% from currencies based on the level of exchange rates at the end of September Core Operating margin > 30.0% of net sales 9
Slide 10: Capital Markets Day – December
Capital Markets Day – 1 December 10
Slide 11: Q&A
Q&A SIPSEN Snoeaon fr coe ore
Slide 12: Thank You
Marin Living with fibrodysplasia ossificans progressiva Hamilton, Canada Thank You
Slide 13: YTD 2020 sales growth driven by Specialty Care
YTD 2020 sales growth driven Janice Living with cervical dystonia by Specialty Care Tennessee, USA Net sales of key products YTD 2020 in million euros – % excluding foreign exchange impact Group sales €1,901.6m Specialty Care +2.8%1 Somatuline® 835 +13% Decapeptyl® 288 -2% Cabometyx® 214 +22% Specia
Slide 14: YTD 2020 sales negatively impacted by Foreign Exchange rates
YTD 2020 sales negatively impacted by Foreign Exchange rates 60% of sales in non-EUR currencies USD representing 34% of sales Currency evolution in 2020 YTD 2020 sales by currency Average rates change (YTD 2020 vs. 2019) … USD : 1,12 Other(1) 0% -2% -3% 19% RUB EUR -10% 3% 40% GBP 5% -19% 34% -29% U
Slide 15: Advancing solid pipeline across strategic TAs with several significant Phase 3 / registrational trials
Advancing solid pipeline across 3 strategic TAs with several significant Phase 3 / registrational trials Preclinical Phase I Phase II Phase III Registration IPN59011 IPN60130 Dysport IPN60120 Dysport solution Longer-acting neurotoxin (ALK2 inhibitor) Vulvodynia (Palovarotene) Glabellar lines mrBoNT/
Slide 16: Oncology ongoing clinical trial highlights
Oncology ongoing clinical trial highlights Trial Population Patients Design Endpoints Status Addressable population in Ipsen territories Cabometyx 1L RCC 638 ▪ Arm 1: cabozantinib + nivolumab ▪ Primary: PFS Positive top-line results in ~30K patients Phase 3 CheckMate 9ER ▪ Arm 2: sunitinib ▪ Seconda
Slide 17: Oncology ongoing clinical trial highlights
Oncology ongoing clinical trial highlights Trial Population Patients Design Endpoints Status/ Other Onivyde 1L PDAC 750 ▪ Arm 1: Onivyde (nanoliposomal irinotecan) + 5-FU/LV + ▪ Primary: OS Recruiting/ ~28K addressable Phase 3 NAPOLI 3 oxaliplatin ▪ Secondary: PFS, ORR patients in Ipsen territories
Slide 18: Neuroscience ongoing clinical trial highlights
Neuroscience ongoing clinical trial highlights Trial Population Patients Design Endpoints Status Addressable population in Ipsen territories Dysport Vulvodynia 93 ▪ Dysport (AbobotulinumtoxinA) ▪ Primary: Safety, change Recruiting ▪ 6.5%3 of female Phase 2 ▪ Placebo from baseline in vaginal populati
Slide 19: Rare Diseases ongoing clinical trial highlights
Rare Diseases ongoing clinical trial highlights Trial Population Patients Design Endpoints Status Addressable population in Ipsen territories Palovarotene FOP (chronic) 90 ▪ Palovarotene - 5 mg once daily and upon ▪ Primary: Change in HO Dosing paused after ~9K WW Phase 3 MOVE * Dosing flare-up, 20