Bayer Ag · XETR:BAYN
Bayer — Investor Day (March 2021)
19 slides from Bayer's investor day presentation, Mar 10, 2021
Slide 1: Bayer's Growth Strategy in Key Areas of Oncology
Bayer´s Growth Strategy in Key Areas of Oncology /////////// Capital Markets Day March 10-11, 2021 Robert LaCaze Head of Bayer Oncology 1 /// Bayer Capital Markets Day /// Bayer´s Growth Strategy in Key Areas of Oncology /// March 10-11, 2021
Slide 2: Cautionary Statements Regarding Forward-Looking Information
Cautionary Statements Regarding Forward-Looking Information This presentation may contain forward-looking statements based on current assumptions and forecasts made by Bayer management. Various known and unknown risks, uncertainties and other factors could lead to material differences between the ac
Slide 3: Significant Progress for Bayer Oncology Over the Last 5 Years
Significant Progress for Bayer Oncology Over the Last 5 Years Oncology planned to be a key growth pillar for Bayer Pharma • Doubled number of marketed products from 3 to 6 Growth in product portfolio • >75 commercialization approvals across multiple indications • Broader tumor focus • 3 break throug
Slide 4: Global Oncology Market Growth Driven by Targeted Therapies, IO & Other Modalities
Global Oncology Market Growth Driven by Targeted Therapies, IO & other Modalities Including Targeted Radiation and Cell-Therapies 2015 – 2025 Global Oncology Drug Sales (by therapeutic modality) 275 Chemotherapy CAGR 250 Other Modalities Immuno-Oncology Global Oncology Rx Sales (€bn) 225 Targeted Th
Slide 5: Oncology Growth Strategy is Based on Three Key Growth Areas
Oncology Growth Strategy is Based on Three Key Growth Areas Launch Brands Main Inline Brands Pipeline Precision molecular oncology Targeted alpha therapies Next generation IO e.g. cell therapy Drive short to mid-term growth Lay foundation for future sustainable growth Nubeqa developed in collaborati
Slide 6: Focusing on Significantly Expanding our Presence in Select Areas of Oncology
Focusing on Significantly Expanding our Presence in Select Areas of Oncology Where One Blockbuster Can Build a Franchise Key elements to achieve growth aspiration • Fully exploit blockbuster potential of NUBEQA1 • Continue to execute launch of VITRAKVI • Expand into IO-combo opportunities with Stiva
Slide 7: Market Segmentation of Check Point Inhibitors Creates Opportunity for Tumor Focused Strategies
Market Segmentation of Check Point Inhibitors in multiple Tumor Types creates an Opportunity for Tumor Focused Strategies Cancers where current check point inhibitors have indications Combo approaches with current check point inhibitors & explore new Response Lung Skin Kidney Bladder Liver Gastric R
Slide 8: Key Unmet Needs in nmCRPC
Key Unmet Needs in nmCRPC Prolong Survival Extend overall survival (OS) and delaying the development of metastases1-5 Maintain Lifestyle Limit additional toxicity burden on largely asymptomatic, fit, active men1,6 Lowering burden of managing comorbidities Drug-drug interactions can lead to changes i
Slide 9: NUBEQA Allows Patients to Extend Their Survival Without Affecting Activities of Daily Life
NUBEQA Allows Patients to Extend Their Survival Without Affecting Activities of Daily Life ARAMIS study • Distinct chemical structure with lower blood brain • Primary endpoint: Metastasis Free Survival1 barrier penetration and limited drug drug • Secondary endpoints: OS, time to: pain progression, i
Slide 10: Strong Launch Performance to Date and Rapid Approvals Globally
Strong Launch Performance to Date and Rapid Approvals Globally On track to deliver > €1billion in peak sales potential Strong launch Rapid progress of External validation of performance global launches differentiated profile • Rapid adoption of managed • 6 commercial market launches • Approval in Ch
Slide 11: Aspiring to Become a Leader in Prostate Cancer
Aspiring to Become a Leader in Prostate Cancer Select Bayer studies in prostate cancer 2021 treatable Indication population (US)1 Product Status Adjuvant ~ 160,000 DASL-HiCaP(2028): Evaluating NUBEQA in localized disease nmCRPC ~ 27,000 Approved in US, EU, JP and CN ARASENS (2021): Evaluate NUBEQA w
Slide 12: VITRAKVI has a Broad Pan-Tumor Label in a Rare Disease Population
VITRAKVI has a Broad Pan-Tumor Label in a Rare Disease Population Testing for NTRK Gene Fusions is Key Precision medicine, identifying the right patient for the right treatment NTRK gene fusion Rare disease • First tumor agnostic label in Europe ~10,000 patients globally • Durability of response of
Slide 13: VITRAKVI Continued to Demonstrate Strong Efficacy in a Larger Population
VITRAKVI Continued to Demonstrate Strong Efficacy in a Larger Population with Unprecedented Median Progression-Free Survival Tumor responses to VITRAKVI • mPFS of 36.8 months • High overall response rate across adults (71%) and pediatric (92%) patients*1 • Two third of responders still in response a
Slide 14: Dedicated to Advancing Innovation with VITRAKVI
Dedicated to Advancing Innovation with VITRAKVI Launch ongoing On track for Key drivers of continued global continued success rollout • Over 1,000 patients treated • Regulatory approval in 42 • Accelerating testing adoption countries • Testing rates since launch1 • Peak sales potential of >€750 mill
Slide 15: China Has Become the Main Growth Driver for Stivarga
China Has Become the Main Growth Driver for Stivarga Stivarga Sales • Multi-kinase inhibitor with a distinct profile €m targeting angiogenic, tumor microenvironment and 475 oncogenic receptor tyrosine kinases Others • Metastatic CRC, HCC and GIST as primary indications for Stivarga 315 EMEA 275 • Ro
Slide 16: Life-cycle Management for Stivarga Includes Combinations with IO Therapies
Life-cycle Management for Stivarga Includes Combinations with IO Therapies and Potential new Indications as Single Agent Gastric Cancer1 Regorafenib + Nivolumab • Combination with PD-1 inhibitor (nivolumab) demonstrated Bad response encouraging anti-tumor activity in gastric cancer Good • Ongoing tr
Slide 17: Key Takeaways
Conclusion Key Takeaways 1 Oncology is a key growth pillar for Pharma, executing 3 launches in 3 years Significant progress over the last 5 years as we transform our oncology franchise 2 into a future growth engine Pharma NUBEQA / prostate franchise expected to be a key growth driver for oncology in
Slide 18: Bayer's Growth Strategy in Key Areas of Oncology
Bayer´s Growth Strategy in Key Areas of Oncology /////////// Capital Markets Day March 10-11, 2021 Robert LaCaze Head of Bayer Oncology 18 /// Bayer Capital Markets Day /// Bayer´s Growth Strategy in Key Areas of Oncology /// March 10-11, 2021
Slide 19: Abbreviations
Abbreviations ADT Androgen Deprivation Therapy IO Immuno-Oncology ARi Androgen Receptor Inhibitor IQWIG Institut für Qualität und Wirtschaftlichkeit im Gesundheitswesen / The Institute for Quality & Efficiency in Healthcare BD&L Business Development & Licensing mCRPC Metastatic Castrate Resistant Pr