Biocon Limited · NSE:BIOCON
Biocon — Shareholder Meeting (July 2017)
20 slides from Biocon's shareholder meeting presentation, Jul 28, 2017
Slide 1: 39th Annual General Meeting: Chairperson's Speech
39th Annual General Meeting CHAIRPERSON’S SPEECH July 28th, 2017 Biocon Research Centre Kiran Mazumdar-Shaw Chairperson & Managing Director BSE: 532523 | NSE: BIOCON | REUTERS: BION.NS | BLOOMBERG: BIOS IN | WWW.BIOCON.COM
Slide 2: Welcome
Welcome Biocon has crossed many important milestones and emerged ‘Ahead of the Curve’ 2
Slide 3: FY17: Crossing Key Milestones
FY17: Crossing Key Milestones • Biosimilar Trastuzumab & Pegfilgrastim accepted for review by US FDA & EMA • Insulin Glargine launched in Japan; 1st biosimilar from India • Insulin Glargine accepted for review in EU, Australia & Canada • HERITAGE study data on biosimilar Trastuzumab published in JAM
Slide 4: FY17: Crossing Key Milestones
FY17: Crossing Key Milestones • Greenfield insulins manufacturing facility in Malaysia commercialized • Biocon’s Insugen® is 1st locally made biosimilar approved for sale in Malaysia • Key clinical study for subcutaneous version of Itolizumab in Australia made good progress • Syngene set up two addi
Slide 5: Ahead of The Curve
Ahead of The Curve Invested in the Capital Intensive Promising Future of Biologics To Enable Affordable R&D Intensive Access Globally Regulatory Complexity 5
Slide 6: Biologics: At The Cutting Edge
Biologics: At The Cutting Edge Of the Top 15 Global Worldwide biotechnology Global biosimilars market pharma brands by drug market in 2022 in 2020 projected to be revenue in 2016 projected to grow to between 10 US$ 337 US$ 25-35 were biologics* billion billion Source: *Genetic Engineering & Biotechn
Slide 7: Biocon: Pioneering Biologics Player in India
Biocon : Pioneering Biologics Player in India Launches Basalog One™ (Insulin Glargine (Itolizumab) prefilled disposable pen) Launches Launches Launches ALZUMAb™ BIOMAb EGFR® BASALOG® (Insulin Glargine) Launches First Novel Biologic Insulin (Nimotuzamab) Glargine in Japan First US FDA Introduces appr
Slide 8: Regulatory Submissions in Developed Markets
Regulatory Submissions in Developed Markets 2017: Biosimilar Trastuzumab & Pegfilgrastim accepted for review in US; Glargine accepted for review in EU First to file regulatory applications for proposed 2016: Biosimilar Trastuzumab biosimilar Trastuzumab & Pegfilgrastim accepted for in both US & EU r
Slide 9: 1st Proposed Biosimilar Trastuzumab to be Recommended by ODAC
1st Proposed Biosimilar Trastuzumab to be Recommended by ODAC Biocon gets crucial recommendation for biosimilar Trastuzumab in US Mylan and Biocon Teams 9
Slide 10: Consolidating Market Leadership in Insulins
Consolidating Market Leadership in Insulins Commenced commercial supplies from 1st overseas insulins manufacturing facility in Malaysia 3-Yr, MYR 300 Mn Contract from MoH, Malaysia to rh-insulin: 1st locally manufactured Supply rh-Insulin biosimilar product to be sold in Malaysia 10
Slide 11: Novel Molecules: Poised for the Leap
Novel Molecules: Poised for the Leap INSULIN TREGOPIL Filed Clinical Trial Application with Indian regulator for pivotal Phase III Study ITOLIZUMAB Encouraging progress in tests with subcutaneous form of novel anti-CD6 antibody 11
Slide 12: Financial Highlights
Financial Highlights SEGMENT FY17 Growth (%) Key Numbers (Rs. Million) In Rs. Million 45000 40787 Revenue 40,787 18% 40000 34602 35000 Biologics 5,793 43% 30000 25000 Small 16,330 12% 20000 Molecules 15000 11366 Branded 5,489 24% 10000 6121 8470 4021 4267 4019 Formulations 5000 0 Research 11,604 7%
Slide 13: Quality: Unwavering Focus
Quality: Unwavering Focus Received approvals from: ANVISA (Brazil) COFEPRIS (Mexico) MCC (South Africa) NPRA (Malaysia) Ministry of Health, Ukraine Ministry of Industry and Trade (Russian Federation) Underwent 10+ international regulatory audits in FY17 to receive respective cGMP approvals 13
Slide 14: Best Employer Brand
Best Employer Brand Top 10 ~50% Listed among Best Global Employees under Biotech Employers* 34 years of age (*Science Careers magazine) ~65% 150 Rise in senior level Interns offered jobs appointment last year from 650 who interned last year. ~30% ~12% Increase in Biocon Rise in hiring in last Malays
Slide 15: Being Socially Responsible
Being Socially Responsible Strengthening Primary Healthcare Delivery in India Mallathahalli PHC converted into eLAJ Smart Clinic as part through eLAJ model of a collaboration between Biocon Foundation and Govt of Karnataka; o 14 eLAJ Smart Clinics across 30 gram panchayats in Karnataka & Rajasthan.
Slide 16: Biocon Volunteers to Revive Hebbagodi Lake
Biocon Volunteers to Revive Hebbagodi Lake BEFORE AFTER 16
Slide 17: Skill Development
Skill Development • Over 300 students graduated from Academy in short span of 3 years • 100% placement in leading life sciences companies • 35+ companies participated in campus placement programs Biocon-KGI Program Alumni Meet 17
Slide 18: Looking Ahead to FY18
Looking Ahead to FY18 • Expect approvals for biosimilars in several global markets • To expand commercial footprint for biosimilars in key emerging markets • Will continue to invest in progressing our R&D programs for novel biologics & biosimilars 18
Slide 19: Thanks for The Trust You Have Put in Us
We Are in a Humanitarian Business of Making A Difference to People’s Lives Thanks for The Trust You Have Put in Us! 19
Slide 20: Thank You
Thank You www.biocon.com Developed and Released by Biocon Corporate Communications: Jul 2017 20