AstraZeneca PLC · LSE:AZN
AstraZeneca — Investor Presentation (2002)
21 slides from AstraZeneca's investor presentation, 2002
Slide 1: Development Portfolio Review
Development Portfolio Review A Martin Nicklasson Executive Vice President of Global Drug Development AstraZeneca portfolio review Key marketed and development products b Gastrointestinal b Central Nervous System b Respiratory b Pain b Overall Pipeline Summary A Development Portfolio Review: Martin N
Slide 2: Nexium launch status
A Nexium® launch status b Launched in 72 countries within 2 years ✦ Key countries first half 2002 • France , Italy, Australia b Remaining key countries ✦ China ✦ Japan A Development Portfolio Review: Martin Nicklasson 2
Slide 3: AstraZeneca PPI sales 1999–2002 and Nexium US NRx market share
AstraZeneca PPI sales 1999–2002 $m 1999 2000 2001 2002 Q3 99 MAT Q3 00 MAT Q3 01 MAT Q3 02 MAT Losec/ 5,753 6,054 6,015 4,975 Prilosec Nexium 0 4 308 1,608 Total 5,753 6,058 6,323 6,583 A Nexium® US NRx market share (PPI) 70% 60% 50% NRx Market Share (PPI) AZ PPI 40% Prevacid® 30% Prilosec® 20% Nexi
Slide 4: Nexium sales vs other megabrands in US; Life Cycle developments
Nexium® sales vs other megabrands in US Nexium had the 3rd best launch ever in terms of cumulative US sales to-date after one year in the market and is slowly making gains to become the 2nd best launch in sales during its second year in the market Total Dollars (in 000s) 2 250 000 Celebrex® 2 000 00
Slide 5: Nexium further life cycle enhancements; What next in GI?
Nexium® - Further Life Cycle enhancements b Direct clinical comparisons with PPIs b Development of GERD segment b Dyspepsia b Extraesophageal reflux disease A What next in GI? Within the GERD market there are still unmet medical needs and with different mechanisms of action we can meet those needs….
Slide 6: Seroquel current performance
A Seroquel® current performance b $1 billion brand b Fastest growing major atypical anti-psychotic ✦ gaining share in all major market segments ✦ taking share from other atypicals ✦ US - only major atypical with market share growth ✦ Japan - exceeded olanzapine in patient treatment days b Broadening
Slide 7: Seroquel: Improvement without Impairment
Seroquel® Improvement without Impairment risperi- olanza- ziprasi- aripi- Sero- done pine done prazole quel® Fast onset of action efficacy in one week Long-term efficacy Efficacy in partial responders ? ? Placebo-like EPS X X X X Placebo-like prolactin X X X No significant QTc changes X Weight-neutr
Slide 8: Seroquel SPECTRUM study; Benefits in bipolar disorder
Seroquel® SPECTRUM study Efficacy where other atypicals have failed Switching to Seroquel® significantly improves schizophrenia symptoms †84.3 †84.0 †91.2 †87.0 †94.1 Change -35 *** in PANSS total score from -30 baseline *** -25 -20 *** *** *** -15 Improvement -10 -5 0 olanzapine risperidone Typical
Slide 9: Seroquel response rates in mania
Seroquel® response rates in mania ≥50% Reduction in YMRS at Last Visit p=0.005 60 % of Patients Responding 50 40 30 20 10 0 Seroquel® + Li/DVP Placebo + Li/DVP Sachs, G et al: Bipolar Disorders 2002:4 (Suppl 1) Abs61,p133 A Seroquel® - Strong differential advantage across the indications b Broad-bas
Slide 10: Acute ischaemic stroke; NXY-059
Acute ischaemic stroke b High unmet medical need ✦ third leading cause of death ✦ most common cause of disability Permanent b Health Economics dysfunction ✦ 5-10% of health care costs ✦ burden in US: $30 billion ✦ direct costs: $17 billion Needs help with daily care b Market size: > $3 billion b Hig
Slide 11: Symbicort Turbuhaler
A Symbicort® Turbuhaler ® b Approved in over 50 countries and launched in 42 countries b High strength and paediatrics use approved in EU b COPD filed with EU and some other countries A Development Portfolio Review: Martin Nicklasson 11
Slide 12: Symbicort Turbuhaler asthma; SAMS study
Symbicort® Turbuhaler® asthma Differentiation vs Seretide®/Advair® Symbicort® Seretide® Maintenance treatment Y Y Age Range 6+ years 4+ years No. of Strengths 3 3 Rapid Onset Y N Adjustable Dosing (with same inhaler) Y N Once Daily Dosing (all strengths) Y N A Symbicort® SAMS study Intake of study m
Slide 13: Symbicort SAMS study; Adjustable dosing in asthma
Symbicort® SAMS study Patients with treatment failure 10 Treatment failure 9 • Serious adverse event 8 • Medical care unit 7 • Oral steroid Patients with ≥1 * exacerbation 6 • Added asthma therapy (%) 5 4 3 2 1 0 Adjustable Fixed dosing dosing * p<0.05 vs fixed dosing A Symbicort® - Adjustable dosin
Slide 14: Symbicort pMDI asthma USA; Symbicort in COPD
Symbicort® pMDI asthma USA b Objective ✦ register pMDI 160/4.5, 80/4.5 and 40/4.5 as maintenance therapy in asthma ✦ differentiate from Advair® at launch ✦ dose counter included at launch b Delivery ✦ pivotal trials have started ✦ differentiation studies have started ✦ NDA: 1H 2004 A Symbicort® in C
Slide 15: Symbicort in COPD; AZD3582 - The first CINOD
Symbicort® in COPD FEV1 measured at clinic visits Study B Symbicort® Mean ratio in FEV1 of baseline (%) Oxis® Pulmicort® placebo Months 0 1 2 3 4 5 6 7 8 9 10 11 12 A AZD3582 - The first CINOD COX Inhibiting Nitric Oxide Donator b Targeted at acute and chronic nociceptive pain b Development programm
Slide 16: AZD3582 CINOD efficacy and safety in acute pain
AZD3582 CINOD Efficacy and safety in acute pain b Efficacy As effective as naproxen in time to onset, magnitude and duration of pain relief following surgical removal of impacted molar teeth b Safety No significant difference in incidence of adverse events between patients receiving AZD3582 and thos
Slide 17: AZD3582 GI safety; Projects in pre-clinical phase
AZD3582 CINOD GI safety principle demonstrated in man Ulcers and erosions 14 12 10 Naproxen 500 mg x2 Mean number 8 Placebo 6 p<0.00 <0.001 1 AZD3582 750 mg x2 4 2 0 Before After Hawkey, Bjarnarson et al, 2002 A Projects in pre-clinical phase Oncology CNS CV Respiratory Pain Inflammation AZD3409 AZD
Slide 18: AstraZeneca clinical development pipeline
AstraZeneca clinical development pipeline Phase I Phase II Phase III AZ 242 Nexium Nexium Oxis pMDI AZD 0865 AZD 3355 NXY 059 !NSAID GI !Asthma Diabetes/ !Extraesophageal Acid rel GI GERD Stroke side effects Metabolic reflux disease Treatment Syndrome !Parenteral Symbicort Iressa Seroquel AZD 6140 A
Slide 19: First launches since last review
First launches since last review Arimidex adj BC Zoladex adj BC launched in Iressa Symbicort paeds launched in Japan March launched in launched in EU various EU countries Japan July July US Sept 2002 Oxis Jan paediatrics Faslodex April launched in EU launched in US Zomig nasal Jan Casodex EPC launch
Slide 20: Strengths in the AstraZeneca pipeline
Strengths in the AstraZeneca pipeline b Rich pipeline in Discovery b Many CDs in areas of unmet medical need b Strong early pipeline (Phase I-II) which provides choice for strongest candidates to enter full Clinical Development b Comprehensive LCM programme to optimise our late stage portfolio and n
Slide 21: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements In order to utilise the “Safe Harbor” provisions of the United States Private Securities Litigation Reform Act of 1995, AstraZeneca is providing the following cautionary statement. This presentation contains forward-looking statements with re