Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — Wilsons Rapid Insights Conference (May 2022)
15 slides from Mayne Pharma's conference presentation, May 26, 2022
Slide 1: Mayne Pharma Group Limited
Mayne Pharma Group Limited Wilsons Rapid Insights Conference Company Presentation 26 May 2022
Slide 2: Company overview
Company overview Company Overview >85% of revenue in US ● Diversified pharma with novel brands, established brands, generics and contract services ● Transformational opportunity with NEXTSTELLIS® oral contraceptive 80% of gross profit in growth segments ● Dermatology go-to-market approach attracting
Slide 3: US pharma market themes / challenges
US pharma market themes / challenges Consumers Generic Manufacturers Brand manufacturers • Rising costs / high out of pocket costs / • Generic price deflation • Price increase backlash coinsurance / cash • Portfolio optimisation (shrink to grow) • Becoming more specialised • Quality of insurance cov
Slide 4: Global CDMO market is large and growing rapidly
Global CDMO market is large and growing rapidly Global CDMO market size (US$b) Finished dosage CMO (2022) 38 30 Oral solid dose 33% Injectable 49% Other 18% 2022 2026 Formulation development & analytics Contract manufacturing 4 Source: BCG
Slide 5: Five strategic priorities to drive shareholder value
Five strategic priorities to drive shareholder value 1. 2. 3. 4. 5. Successfully Drive growth of Accelerate US International Corporate commercialise dermatology in Contract Service growth through initiatives to NEXTSTELLIS® in established and platform investing pipeline and accelerate the US alterna
Slide 6: NEXTSTELLIS® oral contraceptive US highlights
NEXTSTELLIS® oral contraceptive US highlights ● 20,000 cycles in 3QFY22 up 90% from 2QFY22 and 9,400 cycles in April 2022 Product ● 3,400 NEXTSTELLIS new writers since launch; averaging 100 new writers / week and nearing 1,000 writers on a performance1 weekly basis ● Productivity / writer is increas
Slide 7: NEXTSTELLIS® US key performance metrics
NEXTSTELLIS® US key performance metrics Cumulative new writers Change 3,384 3QFY22 v 1QFY22 2QFY22 3QFY22 2QFY22 2,952 2,473 New writers 627 1,053 1,256 19% 2,104 1,700 NRx 1,060 3,750 6,100 63% 1,311 937 TRx 1,289 6,002 11,235 87% 647 353 135 Cycles 2,365 10,268 19,652 91% 19 Jun-21 Jul-21 Aug-21 S
Slide 8: NEXTSTELLIS® US prescriptions trending favourably
NEXTSTELLIS® US prescriptions trending favourably NEXTSTELLIS® weekly performance metrics NEXTSTELLIS® monthly performance metrics 3,000 10,000 9,000 2,500 8,000 7,000 2,000 6,000 1,500 5,000 4,000 1,000 3,000 2,000 500 1,000 - - NRx RRx TRx Cycles NRx RRx TRx Cycles 8 Source: IQVIA rapid weekly and
Slide 9: Significant growth in the US dermatology portfolio over the last six months
Significant growth in the US dermatology portfolio over the last six months Dermatology prescriptions (weekly TRx) Recent dermatology launches (TRx) 25,000 10000 Ave TRx ~20,000 9000 20,000 8000 7000 Ave TRx ~13,000 15,000 6000 5000 10,000 4000 3000 5,000 2000 1000 - Sep-21 Oct-21 Nov-21 Dec-21 Jan-
Slide 10: Strong commercial share of key US dermatology product markets
Strong commercial share of key US dermatology product markets ABSORICA® (isotretinoin) TRx by competitor 2,500 2,000 45% Product Launched IQVIA Number of Product unit Change in 1,500 market size Gx market share product unit US$m competitors 6 May 20222 market share 1,000 Mar 2022 marketed1 in CY222
Slide 11: Upcoming US generic pipeline launches
Upcoming US generic pipeline launches gNUVARING® (etonogestrel / ethinyl estradiol) gCARDIZEM® SR (diltiazem) ● Highly complex, drug device combination that ● Complex extended-release formulation using requires specialised testing procedures / specialised drug coating technology equipment ● US$45m I
Slide 12: Metrics Contract Services is a leading novel potent oral solid dose CDMO
Metrics Contract Services is a leading novel potent oral solid dose CDMO ● State-of-the-art 333,000 ft2 facility in Greenville, MCS historical sales and EBITDA (US$m)1 North Carolina under a single FDA registration - US$140m invested since 2015 100 94 35% ● 25+ years of history with outstanding comp
Slide 13: Investing for growth – Salisbury, SA expansion
Investing for growth – Salisbury, SA expansion ● Mayne Pharma awarded $4.8m to modernise the Select new equipment Salisbury plant to support global supply of advanced pharmaceuticals under Federal Government’s Modern Manufacturing Initiative (MMI) ● New equipment to expand capability and capacity: -
Slide 14: Imminent launch of NEXTSTELLIS® in Australia
Imminent launch of NEXTSTELLIS® in Australia ● TGA approval in November 2021 Australian contraceptive market ● Target launch in 1QFY23 2% 3% COCs 6% ● Australian contraceptive market size - A$122m IUDs 14% Implant ● Combined oral contraceptives (COCs) - A$60m A$122m 49% Progestin pills Injectable ●
Slide 15: Keeping our promises to patients for better medicines and a better tomorrow
Keeping our promises to patients for better medicines and a better tomorrow You deserve tomorrow. 15
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