Bausch Health Companies Inc. · TSX:BHC
Bausch Health Companies — BMO Prescription for Success Healthcare Conference 2019
11 slides from Bausch Health Companies's conference presentation, Jun 25, 2019
Slide 1: BMO Prescription for Success Healthcare Conference
BMO Prescription for Success Healthcare Conference June 25, 2019
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking information and statements, within the meaning of Securities Administrators, which risks and uncertainties are incorporated herein by reference. applicable securities laws (collectively, “forward-looking statements”), including, b
Slide 3: Non-GAAP Information
Non-GAAP Information To supplement the financial measures prepared in accordance with U.S. generally the Company believes it might have a basis for forecasting the GAAP equivalent for accepted accounting principles (GAAP), the Company uses certain non-GAAP financial certain costs, such as amortizati
Slide 4: Strong Start to 2019, Sustainable Revenue Growth, New Product Launches
Pivot to Offense Driving Strong Investment Case ✔ Strong Start to 2019 • 5% total Company organic revenue growth1,2 in 1Q19 versus 1Q18, following 2018, which was the Company’s first year of total Company organic revenue growth1,2 since 2015 ✔ Sustainable Revenue Growth • ~77% of total revenue is ge
Slide 5: Diversified and Sustainable Revenue Streams
Diversified and Sustainable Revenue Streams Total Company Revenue ~60% of Bausch Health’s revenue is not Breakdown1 exposed to U.S. branded prescription pricing1 Bausch + Lomb/International Medical devices, OTC, 55% prescription and branded generic products2 ~60% Salix 22% U.S. Branded Diversified P
Slide 6: Trusted Brands Driving Revenue Growth
Trusted Brands Driving Revenue Growth Bausch + Lomb/International Organic Growth1,2 (Y/Y) 8% 7% 6% 6% 6% 5% 4% 4% 4% 3% 2% 2% 1% 0% 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18 3Q18 4Q18 1Q19 -2% -4% -4% -5% 1. See Slide 2 for further non-GAAP information. The reconciliations of these historic
Slide 7: Strong Brands with Large Opportunity
Strong Brands with Large Opportunity2 $1,749M $1,566M $1,499M $554M (31.7%) $587M $566M (37.5%) $1,205M (37.8%) $1,499M $641M $1,195M (53.2%) (68.3%) All Other $979M (62.5%) $932M 3 (62.2%) $564M $445M Xifaxan (46.8%) 1Q19 - $139M 1Q19 - $306M 3 1 2015 2016 2017 2018 2019 6 1. Includes Salix 1Q pre-
Slide 8: New Products to Drive Future Growth
New Products to Drive Future Growth Global Solta Ortho Dermatologics 34% organic revenue growth1,2 in 1Q19 vs. • Stabilizing the dermatology business despite 1Q18, following 22% organic revenue growth1,2 recent LOE headwinds of ELIDEL® and ZOVIRAX® in FY18 vs. FY17 • Launched Dermatology.com with ca
Slide 9: Significant Seven
Significant Seven <$100M Over $1B in annualized 2017 2018 2019 2020 2021 2022 Expected annualized revenues as of ~$75M >$150M ~$300M 2 peak total revenues by end of 2017 the end of 2022 Product Launched Highlight ✔ Sept. 2016 Achieved a monthly TRx retail dollar market share of >35% in the opioid-in
Slide 10: DUOBRII: Launching Now
DUOBRII™: Launching Now • Unique Combination Product: First and only topical lotion combining halobetasol propionate and tazarotene in one formulation • Long Duration of Use: Safety was established in a long-term study of up to 24 weeks of continuous use and up to 52 weeks of as needed use1; compare
Slide 11: Bausch Health: Unique Health Care Solution
Bausch Health: Unique Health Care Solution Durable Revenue Flow • ~77% of total revenue is generated from the Bausch + Lomb/International and the Salix segments, which saw combined 7% organic revenue growth1,2 during 1Q19 compared to 1Q18 A Diverse Business • Only one product accounts for >10% of re
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