Lupin Limited · NSE:LUPIN
Lupin — J.P. Morgan Healthcare Conference 2019
12 slides from Lupin's conference presentation, Jan 9, 2019
Slide 1: Lupin Limited – J.P. Morgan Healthcare Conference
LUPIN LIMITED J.P. Morgan Healthcare Conference January 8th, 2019 Vinita Gupta, CEO
Slide 2: Safe Harbor Statement
Safe Harbor Statement Materials and information provided during this presentation may contain ‘forward-looking statements’. These statements are based on current expectations, forecasts and assumptions that are subject to risks and uncertainties which could cause actual outcomes and results to diffe
Slide 3: Lupin today - Leading global pharmaceutical player
Lupin today - Leading global pharmaceutical player Globally Major Markets 8th rd 3rd 5th 6th 3 largest generic largest Indian largest Pharma India Pharma largest company Pharma in the U.S. Market Rank2 Japanese Gx2 (by sales1) (by global sales2) (by prescriptions2) Other Key Markets Global Footprint
Slide 4: Strategic Vision
Strategic Vision Strong Complex Specialty Foundation Generics Focus Focus Amongst the Top 10 Investing heavily in Committed to building generic companies in developing high barrier a strong specialty the World products business Sustain and Grow Evolve portfolio Build • Major revenue contributor • De
Slide 5: Strong Foundation
Strong Foundation H1FY19 Sales (US$ mn, % sales) 2018 Highlights US India, North America, o US business starting to stabilize, and getting back on growth mode 350 , 31% 355 , 32% o Average market share for our products - 32.8%1 (for Sep qtr.) Total o Filed 35+ ANDAs and received 25+ approvals in 201
Slide 6: Complex Generics Pipeline
Complex Generics Pipeline Target Market Product No. of Pipeline Progress Size1 (US$ bn) segment Products o First MDI & DPI filed with more (6 MDI/2 DPI) under development 17 Inhalation 13 o Albuterol MDI (gProAir) filing under FDA review o Tiotropium DPI (gSpiriva) filed, FTF confirmed o bEtanercept
Slide 7: Specialty - U.S. Women's Health
Specialty - U.S. Women’s Health Specialized Unique Managed Care Business Development / salesforce positioning traction Medical 133 dedicated WH Sales SolosecTM - First and only 93% Payer coverage - 68% Experienced BD and Medical Reps single oral-dose treatment unrestricted team actively focu
Slide 8: Solosec Rx Trends
Solosec Rx Trends Solosec Weekly Prescriptions 21,678 Solosec prescriptions dispensed since launch 1,700+ Solosec prescriptions dispensed per week (Dec 21) with a strong upward trajectory 6,258 Solosec unique prescribers since launch 3,282 Solosec repeat prescribers Note: Data as of week of December
Slide 9: Specialty ex US
Specialty ex US NaMuscla®‘s Orphan drug designation ratified as first EU treatment for myotonia Obtained EMA Marketing Authorization in December 2018 for symptomatic treatment of myotonia in adults with non-dystrophic myotonic (NDM) disorders Planned launch in UK and Germany in Q1 2019. Partne
Slide 10: Monetizing NCE Portfolio
Monetizing NCE Portfolio AbbVie / MALT1 Partnership NCE Portfolio Therapeutic Development Target Product Area Stage Indication • In December 2018, AbbVie licensed Lupin’s MALT1 Calcium 1st and 2nd (Mucosa-Associated Lymphoid Tissue Lymphoma Endocrine Sensing Phase IIa PoC Hyperpara- Translocation Pr
Slide 11: 2019 Priorities
2019 Priorities • Focus on productivity • Execute on new launches • Sharp focus on resource (gRanexa, Levothyroxine) allocation • Ensure regulatory compliance incl. WL resolution • Pipeline Rationalization Strong Margin • Maintain growth momentum in Generics Optimization India, emerging markets foun
Slide 12: Thank You!
CG in ay LUPIN THANK YOU!