Dermapharm Holding Se · XETR:DMP
Dermapharm — Investor Day (2022)
29 slides from Dermapharm's investor day presentation, 2022
Slide 1: Allergopharma – Dr. med. Christoph Willers, CEO
2 Allergopharma – Dr. med. Christoph Willers, CEO Image: Günther Fotodesign
Slide 2: 2.1 Allergopharma at a glance
2.1 Allergopharma at a glance
Slide 3: Allergopharma is a global player
Allergopharma is a global player with main focus on German market Presence in Europe Headquarter in Reinbek Presence in Asia Direct presence Partners Capital Markets Day 2022 3
Slide 4: Allergopharma’s R&D engagement
Allergopharma’s R&D engagement Striving new pathways with scientific passion 20% 463 42 146 354 R&D Investment Registrations & Clinical trials Publications Abstracts 2021 Import licenses in 2000-2022 2000-2022 2000-2022 9 countries 2022 Capital Markets Day 2022 4
Slide 5: 2.2 Products
2.2 Products
Slide 6: Allergopharma‘s portfolio for diagnostics and AIT
Allergopharma‘s portfolio for diagnostics and AIT1 including SCIT2, skin prick test solutions and provocation test solutions Allergovit® Acaroid® Novo-Helisen® Depot 42 registered preparations 6 preparations (TAO3) 9 registered house dust mite preparations and in Germany preparations for rare allerg
Slide 7: 2.3 Market environment
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Slide 8: Allergy: a global burden
Allergy a global burden The prevalence of allergies (not only Globally, ca. 20-30% of people suffer from allergy1 respiratory allergies) in the countries surveyed4 The prevalence in industrial countries is increasing1,2 In 2050, up to 4bn people might be affected by allergies3 Allergic rhiniti
Slide 9: Allergy: the second most chronic disease in Europe
Allergy the second most chronic disease in Europe Type of disease Number of Europeans affected Hypertension >150m (2015) 100m with allergic rhinitis Allergy 70m with asthma 17m with food allergy Mental health problems 83m Chronic kidney disease 70m with at least some kidney dysfunction
Slide 10: Symptom-based treatment of allergic rhinitis
Symptom-based treatment of allergic rhinitis Immunotherapy works on all allergic symptoms Symptoms Nasopharyngeal Treatment Ocular itching Sneezing Rhinorrhea Intranasal Corticosteroids Oral and intranasal antihistamines Combination intranasal corticosteroid and antihistamine O
Slide 11: Treatment scheme of allergic rhinoconjunctivitis
Treatment scheme of allergic rhinoconjunctivitis Intermittent mild (20%) Intermittent moderate / Persistierent mild (5%) Persistierent moderate / severe (40%) severe (35%) Any order Preferred order Intranasal corticosteroids Oral or topic antihistamines or leukotrienne antogonists and/or decongestan
Slide 12: Allergy management
Allergy management Sublingual allergen immune therapy SLIT Subcutaneous allergen immune therapy SCIT Anti-symptomatic treatment Pollen Mites Animal epithelia Allergen Allergen Allergen AIT avoidance AIT avoidance avoidance AIT Pharmaco- Pharmaco- Pharmaco- therapy therapy therapy Source: acc. to Kli
Slide 13: SCIT in allergic rhinitis
SCIT in allergic rhinitis stronger than antisymptomatics Immunomodulation – long-term efficacy Additional benefits of AIT in type 1 allergies2: Antisymptomatic effect on total rhinitis symptom score (TSS) and total nasal symptom score (TNSS) of leukotriene antagonists, antihistamines, Reduction of
Slide 14: Efficacy of SCIT and SLIT AIT proven
Efficacy of SCIT1 and SLIT2 AIT3 proven Both effective – higher effect size on symptoms in SCIT Efficacy on rhinoconjunctivitis symptoms: Comparison of two well powered studies of grass pollen AIT of the same manufacturer (similar study design, similar methodology, similar patients) 1 SCIT = Subcuta
Slide 15: Allergen Immunotherapy (AIT)
Allergen Immunotherapy (AIT) Real world evidence data prove long-term effectiveness Comprehensive overview on methodology, long-term effectiveness outcomes and adherence to AIT derived from 13 retrospective cohort assessments of European prescription databases. Compared to Non-AIT control groups
Slide 16: Data from real world evidence studies
Data from real world evidence studies Different adherence rates in SCIT and SLIT End of 3rd treatment year Grass pollen treatment - 3rd treatment year finished by Adherence in patients receiving SCIT-Allergoid: 37.5% (n= 16,774) HDM-SCIT with an allergoid (n= 5677) or SLIT-Tablet 1: 13.4% (n= 11,705
Slide 17: Current German AIT market
Current German AIT market Allergens: tree and grass pollen and house dust mites are mainly prescribed Total market turnover: €387m, thereof Subcutaneous immunotherapy (SCIT): €261m Trees Sublingual immunotherapy (SLIT): €126m Grasses Estimated number of patients1: Herbage ~640,000 patients in
Slide 18: Development of German AIT market
Development of German AIT market Prognosis on units SCIT SLIT 532.224 558.835 492.800 383.000 440.000 325.000 513.000 530.000 514.000 514.000 519.140 529.523 2020 2021 2022 2023 2024 2025 1 2019-2020 IQVIA Pharmascope, ab 2021 Insight Health, MAT June 2022 Capital Markets Day 2022 18
Slide 19: Allergopharma is in its markets in second place (2021)
Allergopharma is in its markets in second place (2021) Germany is Allergopharma‘s biggest market 180.000.000 € United Kingdom 160.000.000 € South Korea 140.000.000 € Turkey 120.000.000 € 100.000.000 € Austria 80.000.000 € Spain 60.000.000 € China 40.000.000 € Poland 20.000.000 € Switzerland - € Germ
Slide 20: Trends on the German AIT market
Trends on the German AIT market Trend towards „convenient“ treatments Trend towards registered AIT products Only one vial payer Allergovit®: Novi Helisen® Depot Mites scientific opinion leaders Time saving updosing (3-6 injections) allergists‘ societies safe recent AIT guidelines Stagn
Slide 21: Regulatory changes
Regulatory changes Changed regulation has led to reduction of many competing products that were unable to demonstrate efficacy TAO introduction in Germany: 98% reduction in marketable AITs Impact International allergen regulations reflect a clear Named Patient Products Authorisations shift towards p
Slide 22: Overview of products
Overview of products Allergopharma offers innovative SCIT solutions including 3rd generation allergoid products and diagnostics solutions Summary of key portfolio assets 3 NHD and Diagnostics Allergovit 1 NHD: 2nd generation SCIT with 6 allergens and 15 SKUs Diagnostics: Skin prick and provocati
Slide 23: Allergovit
Allergovit is a recognised and clinically approved 3rd generation SCIT pollen allergoid Description Studies & Regulatory status Launched in 1985, Allergovit is a fully approved 3rd reimbursement generation SCIT allergen for immunotherapy and hyposensitisation The product consists of depot allerg
Slide 24: Opportunity for Allergopharma‘s registered products
Opportunity for Allergopharma‘s registered products €134.5m registered SCIT pollen market €20.9m registered SCIT mite market Others TYRO- €65.0m pollen TAO products MITE ALK START SQ DEPIGOID TA Top Opportunity 20221 ALK ALLERGOVIT® ALK DEPOT Clustoid DEPOT CLUSTOID Novo- Helisen +€21.7m Depot Polli
Slide 25: 2.4 Financials
2.4 Financials Image: AdobeStock
Slide 26: Revenues in Germany
Revenues in Germany with expected revenue increase Revenue Allergovit® Acaroid® Novo-Helisen® Depot Despite stagnant market development in the SCIT €m segment, Allergopharma will constantly grow – why? Payer stakeholders (sickness funds, National Association of Statutory Health Insurance Physician
Slide 27: Revenue and EBITDA development
Revenue and EBITDA development since acquisition Total Revenue1 €m 98 60 2020 2021 2022e Adj. EBITDA1 €m 36 17 2020 2021 2022e 1 incl. DACH, Spain, China, without vaccine production Capital Markets Day 2022 27
Slide 28: Disclaimer
Disclaimer This publication includes statements, estimates, opinions and projections with respect to the anticipated future performance of Dermapharm Holding SE (together with its consolidated subsidiaries, “Dermapharm”) and such statements, estimates, opinions and projections (“Forward-Looking Stat
Slide 29: For information, please contact
For information, please contact Britta Hamberger Investor Relations & Corporate Communications Dermapharm Holding SE E-Mail: ir@dermapharm.com Phone: +49 (0) 89 641 86 233 Dermapharm FY 2021 29