Teva Pharmaceutical Industries Limited · TASE:TEVA
Teva Pharmaceutical Industries — Investor Day (September 2008)
18 slides from Teva Pharmaceutical Industries's investor day presentation, Sep 9, 2008
Slide 1: International Generic Markets
International Generic Markets Chaim Hurvitz, Internaional Group September 9, 2008 Jerusalem
Slide 2: Key Themes
Key Themes Huge potential in the International markets Strong starting point - markets positions, global capabilities
Slide 3: International Markets Growing Rapidly
International Markets Growing Rapidly Pharma Market (CAGRs 2007-2011) Eastern Europe: ~18% Southeast Asia: Japan: ~11% ~4% Latin America: ~10% International markets: 2007 : $ 188 B 2011: $ 257 B Source: IMS, ex-factory prices 07/07
Slide 4: International Generic Markets Growing Even Faster
International Generic Markets Growing Even Faster CAGR 2007-12 2007 ($B) Generics 2012 ($B) Generics Percent China 12.7 22.4 12 India 6.6 9.3 7 S. Korea 3.5 4.9 7 Mexico 3.4 6.6 14 Japan 3.3 8.9 22 Turkey 3.2 4.3 6 Russia 2.5 5.2 16 Brazil 1.5 4.6 25 Source: IMS; Espicom; Teva estimates
Slide 5: Broad Teva Presence in International Markets
Broad Teva Presence in International Markets Market presence Russia Ukraine 16 Manufacturing China Turkey sites Japan Mexico Israel 1 Partnerships Taiwan 18 National India companies (MKT) Kenya Venezuela Singapore Peru Brazil S. Africa Chile Uruguay Argentina
Slide 6: Strong Starting Point in South and Latin America
Strong Starting Point in South and Latin America Chile and No. 1 market position in Chile Venezuela No. 1 market position in Venezuela No. 1 in sales to the public sector Mexico No. 4 market position 4 pharmaceutical manufacturing sites Argentina No. 3 market position in Argentina and Peru No. 4 mar
Slide 7: Strong Platform in Middle East and Eastern Europe
Strong Platform in Middle East and Eastern Europe No. 1 in pharma, OTC, and medical devices Largest non-governmental supplier Israel Expertise in Israel provides leverage, knowledge and solutions for other international markets Med Ilac acquisition Turkey Strong pipeline in registration 2007: Grew f
Slide 8: International Sales 2003 – 2007 ($ Millions)
International Sales 2003 – 2007 ($ Millions) 1,183 +36% 347 2003 2007
Slide 9: Strategic Considerations For Prioritizing Markets
Strategic Considerations For Prioritizing Markets Market size Growth rate Readiness / Maturity Political and economy stability Government accountability to health care Regulatory & Legal environment
Slide 10: Two Types of Markets on our Priority List
Two Types of Markets on our Priority List Emerging Economies “Embryonic” Generic market Strong economic growth Large, or rapidly and rising personal growing overall pharma wealth market Consolidated group of Low generic share retailers and distributors Favorable trends e.g., Rising patient demand de
Slide 11: Brazil – Emerging Economy; Quality Is Taking Over
Brazil – Emerging Economy; Quality Is Taking Over $ Billions CAGR 2007-12 Percent +5% 17.4 8 4.0 Patented 13.6 molecules Rising personal 2.7 wealth drives -1 Bioequivalent Branded 8.8 growth at the Generics expense of and Similares 9.4 “Similares” Customers are Bioequivalent 4.6 25 consolidating Gen
Slide 12: Russia – Rapid Economic Growth; Government Effort to Increase Public Wealth
Russia – Rapid Economic Growth; Government Effort to Increase Public Wealth $ Billions CAGR 2007-12 Percent Already #7 in 15.0 Public Sector +15% A broad portfolio 17 is important in the 8.5 “DLO” 7.6 Innovative Sales-force & Branded 3.9 expansion Generics 6.5 Institutional 3.7 12 Generics segment i
Slide 13: Turkey – Rapidly Growing Pharmaceutical Market
Turkey – Rapidly Growing Pharmaceutical Market $ Billions CAGR 2007-12 Percent Consolidation & globalization of local companies +6% Increased 11.9 regulation & standards 8.9 5 Patent Innovative 7.7 environment & Branded 5.9 Generics Growth in private 7 health insurance Generics 3.0 4.2 & modern trea
Slide 14: Japanese Generics Market Poised To Grow
Japanese Generics Market Poised To Grow World’s 2nd largest pharma market 2006: $68B 2012 projection: $84B Attractive fundamentals: Aging population Rising healthcare costs Government encouraging generics penetration
Slide 15: Significant Opportunity To Increase Generics Penetration
Significant Opportunity To Increase Generics Penetration Generics share of total prescription drug market (2006) In percentages 17 5 Volume Value Government targeting 30% volume share by 2012 Government could save ~$25B annually Source: IMS; MHLW; Espicom; Teva analysis
Slide 16: Our Goal – International Sales
Our Goal – International Sales $4.0 B 27% $1.2 B 2007 2012
Slide 17: Closing Words
Closing Words Huge potential in the International markets Strong starting point – markets positions, global capabilities Our goal is to achieve $ 4 Billion in revenues in 2012
Slide 18: Thank You!
Thank You! 17 wit TEVA PHARMACEUTICAL INDUSTRIES LTD.
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