Zydus Lifesciences Limited · NSE:ZYDUSLIFE
Zydus Lifesciences — Cadila Healthcare — Motilal Oswal 16th Annual Global Investor Conference 2020
20 slides from Zydus Lifesciences's conference presentation, Aug 26, 2020
Slide 1: Investor presentation cover letter to exchanges
Zy:ius dedicated /y,Vié : Cadila Healthcare imi Limited ~ August 26, 2020 Listing Department Code: 532321 BSE Limited P J Towers, Dalal Street, Fort, Mumbai—400001 Listing Department Code: CADILAHC National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai—4000
Slide 2: Innovation: Avoid At Your Own Risk
CEO Track - Motilal Oswal 16th Annual Global Investor Conference 2020 Innovation : Avoid At Your Own Risk -§ -.- Dr. Sharvil Patel | MD, Cadila Healthcare Ltd. dedicated edica Ha L /;/ i tH g
Slide 3: Context
j Celebrating Years of Growth & Innovation Context 6 Why do we need Innovation? } Product Innovations at Zydus 6 Process Innovations at Zydus } Zydus : Current Stand Zydus el 11 2
Slide 4: "Pharmacy of the World"...
On the back of its process innovation, India is Rnown as “Pharmacy of the world” Pharma Exports from India (USD $bn) Zz se EZ a é 19.1 =e a 16.9 16.8 63 "Pharmacy of the World”... 7 | 7 | . 1s the largest provider of generic drugs globally. Indian FY16 FY17 FY18 FY19 FY20 pharmaceutical sector suppl
Slide 5: During 2010 to 2015, Indian Pharma index outperformed market
During 2010 to 2015, Indian Pharma index outperformed market... 2010-15 NIFTY 50 vs. NIFTY Pharma Index 2010 2015 NIFTY 50 ——NIFTY Pharma
Slide 6: NIFTY Pharma Index vs. NIFTY Index 2015-20
NIFTY Pharma Index vs. 2015-20 NIFTY 50 Index Vis a —— NIFTY 50 NIFTY Pharma aaa peed ead POOR rae ert en NOON sag LO POA OG onal Growth trajectory 1.3x has slowed down owing to... ¢Uncertain market 10 Leading Indian Pharma Company’s Performance 160 21% 20% 25% conditions 140 19% 20% 19% ° 19% 19% 1
Slide 7: Innovation will be an essential ingredient in future growth of Indian Pharma
Innovation will be an essential ingredient in future growth recipes of Indian Pharma companies... e e ... the next growth leap is through stepping in ~ 1 2° innovative and research based drugs Oy ° GOh=:: Innovation / Complex NCE Generic generics exports to fePean Ts Ns countries . exports to ara (y
Slide 8: Innovation will play a critical role in this journey
Innovation will play a critical role in this journey and help augment industries contribution to Indian and global healthcare Innovation can drive significant health and The industry needs to maintain its relevance by expanding into NME space that accounts for economic benefits for India 2/3rd of gl
Slide 9: Five key building blocks to enable innovation at scale
Focus is required across five key building blocks to enable “innovation at scale” in India @ Significant room for improvement Need for enabling regulations to spur innovation : . . . . . O Room for improvement Current regulatory landscape is fraught with multiple challenges including long undefined
Slide 10: Context
j Celebrating Years of Growth & Innovation Context 6 Why do we need Innovation? } Product Innovations at Zydus 6 Process Innovations at Zydus } Zydus : Current Stand Zydus el 11 9
Slide 11: At Zydus, we aim to create healthier communities through innovation
At Zydus, we aim to create healthier communities through our Innovation, making therapies accessible and bridging unmet needs NCE & NBEs Gx, Specialty & Complex Gx Multiple 1 st Indian NCEs in pipeline company to launch Saroglitazar — lead molecule indigenously developed HIN1 vaccine 150+ product la
Slide 12: Saroglitazar is a novel drug with approvals for multiple emerging markets
Saroglitazar is a novel drug with approvals for multiple emerging markets ¢ The approval of Saroglitazar was based upon the results of the EVIDENCES I, II and IV studies «ft (lf ¢ Drug met its primary and secondary endpoints in the US Phase II (lh EVIDENCES IV trial oz 3) Q 20 Future milestone Futur
Slide 13: Steady investments in R&D
Steady investments in R&D Ma R&D Cost % of net sales In INR billion P| || NCE / NBE Research Biotech Research sh 7.6 7.5 FY16 FY17 FY18 FY19 FY20 Scientific Pool Formulation Development Vaccines Research
Slide 14: NCEs & NBEs: Sustainable future growth drivers
NCEs & NBEs: Sustainable future growth drivers.. NCEs Pipeline ~275 . o. UTICA ares Lead Preclinical IND PhaseI Phase Phase NDA Marketed Dedicated Scientists Discovery Optimization Dae ut Il Anemia-CKD-ND/ D 4 HIF-PH Desidustat Lota COVID-19 . _ inhibitor NCEs in clinical development ; ; Chemo ind.
Slide 15: Zydus aims to be a global player in the evolving Biosimilars Space
Zydus aims to be a global player in the evolving Biosimilars Space More than A key A portfolio of A team of 18 years Growth Driver 10+ 300+ of experience of biosimilars for the India & Emerging Markets commercial biosimilars in Indian scientists in R&D and development Business Market Manufacturing R
Slide 16: Zydus' biosimilars pipeline targets products worth ~$65 Bn of brand sales
Zydus’ biosimilars pipeline targets 21 products worth ~ $65 Bn of brand sales value 5 : 7 ? LAUR telat) fered nny tereteCM AL LAET9 ie Zydus Portfolio Biosimilars launched in Adalimumab $19.17B High TE dod 1! Trastuzumab $ 6.08 B High Pegfilgrastim $3.5B High VER rot 2. Ne 2b PEG-IFN RT: oO } Bevaci
Slide 17: Zydus is an emerging player in the Vaccine space (1/2)
Zydus is an emerging player in the Vaccine space (1/2) 20+ years Growth Driver 5 300+ ...of experience. started ...major growth driver Manufacturing (3) and ... dedicated scientists and journey in 1998 for India & Emerging markets R&D (2) Facilities Workforce Current Strengths & Capabilities Portfol
Slide 18: Zydus Vaccine Portfolio
Zydus Vaccine Portfolio e A DTP, Measles, MR, MMR, TCV, Addressable Market <> Pediatric Varicella vaccine Opportunity * vaccine ® eo cA India Public Market Portfolio of over Adult Flu, HPV vaccines . a 15 vaccines vaccine ~$70M 2 im A ao ae Addressable oe Global Market Airy a Malaria and Chikungunya
Slide 19: Zydus' vaccine for COVID-19 (ZyCoV-D)
Zydus’ vaccine for COVID-19 (ZyCoV-D): Rapid Discovery and Product Development with strong Clinical and Regulatory Expertise Pivotal Trials - Large scale manufacturing being planned COVID-19 Process & Formulation ZyCov-D at-risk to deliver millions of Sequence developed Animal studies doses in 2020-
Slide 20: In India, Zydus has been pioneer in launching new products to meet unmet needs
In India, Zydus has been pioneer in launching new products to meet the unmet needs.. i uaa IDEN et Devices with Differentiated Gx / Opportunities PPL ei tes Formulation PLC Management No of #16 #28 #11 #24 Products Annualised - value 400+ Cr’ Respiratory, Cardio-Metabolic, . . . . Focus Cardio-Metab
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