Vistin Pharma Asa · OSL:VISTN
Vistin Pharma Asa — Investor Presentation (June 2015)
10 slides from Vistin Pharma Asa's investor presentation, Jun 10, 2015
Slide 1: Vistin Pharma ASA
Vistin Pharma ASA Oslo Børs 10 June 2015 1
Slide 2: This is Vistin Pharma
COMPANY OVERVIEW This is Vistin Pharma Overview Key financials (NOK million) Leading producer of active ingredients for diabetes medicine (metformin) and opiates for use in pain relief 242 and cough medicine 229 199 Significant contract manufacturer (CMO) of solid dosage 170 form (tablets) produ
Slide 3: Metformin: First line treatment of type 2 diabetes
METFORMIN First line treatment of type 2 diabetes Vistin Pharma metformin overview Global manufacturing capacity – Metformin HCI Vistin Pharma ~8% Producer of three different metformin API products - Metformin HCl (bulk API, “fine, dry powder”) - Metformin DC (“directly compressible”, a granulated
Slide 4: Diabetes - The Global Epidemic
METFORMIN Diabetes - The Global Epidemic Diabetes is estimated to grow 55% from 2013 to 2035 Largest growth in developing economies Source: IDF (International Diabetes Federation) 4
Slide 5: Expected foreseeable annual metformin volume growth of 7-8%
METFORMIN Expected foreseeable annual metformin volume growth of 7-8% Metformin consumption in 2013 Type 2 diabetes (T2D) corresponds to Represents about 90% of diabetes cases - treatment of ~50% of diagnosed population and - ~25% of total population with T2D 46% of total T2D population estima
Slide 6: Value proposition in the metformin market
METFORMIN Value proposition in the metformin market Two key characteristics placing Vistin Pharma in a unique position within the metformin market Operational excellence Aim to dominate the high value customer segment Provides among the purest and most free-flowing qualities Focus on reliable su
Slide 7: Major opioids "powder-to-pill" supplier
OPIOIDS Major opioids “powder-to-pill” supplier Overview Global manufacturing capacity Drugs delivered from opium and their chemically Codeine market Pholcodine market related derivatives Vistin Pharma Vistin Pharma ~7% - Opioids is a group of natural and synthetic drugs with ~16% morphine-like pr
Slide 8: Stable growth in the use of opioids
OPIOIDS Stable growth in the use of opioids Growth driven by developing countries Competitive situation - high entry barriers Aging population and rising prevalence of diseases Only a few companies are allowed to manufacture - Demand, measured by defined daily doses, has increased 3.5 opioids ti
Slide 9: Unique position in today's codeine market
OPIOIDS Unique position in today’s codeine market driven by… Vistin Pharma: …the industry’s unusual key features… Established market share of ~30% in the UK – Tight regulatory controls create high entry barriers the largest codeine market in Europe - eliminates the risk of low cost Asian competi
Slide 10: Vistin Pharma - a CMO tablet manufacturer
3RD PARTY CMO Vistin Pharma - a CMO tablet manufacturer Vistin Pharma has a CMO agreement with Weifa Preliminary estimated key financials Contract manufacturer agreement (CMO) with Weifa for 2015 full year basis the production of Weifa’s key pain relief brands Revenues: approximately NOK 110 - 1