Astrazeneca Plc · LSE:AZN
Astrazeneca — JP Morgan Healthcare Conference 2024
26 slides from Astrazeneca's conference presentation, Jan 9, 2024
Slide 1: JP Morgan Healthcare Conference
JP Morgan Healthcare Conference Conference call and webcast for investors and analysts 09 January 2024
Slide 2: Forward-looking statements
Forward-looking statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter ‘the Group’) provides the following cautionary statement: This document contains certain forward-looking statements wit
Slide 3: Global, science-led biopharmaceutical company
Global, science-led biopharmaceutical company Strategic focus on only 5 disease areas Oncology BioPharmaceuticals Rare Disease $33.8bn Cardiovascular, Renal & Metabolism (CVRM) Respiratory & Immunology (R&I) Vaccines & Immune Therapies (V&I) 9M 2023 Total Revenue +15% vs. 9M 2022 Ex-Covid Broad-base
Slide 4: AstraZeneca – industry-leading growth through 2030
AstraZeneca – industry-leading growth through 2030 BioPharmaceuticals Oncology CVRM R&I V&I Rare Disease Consistent growth with Broadly stable to 2027, Strong growth through 2025 Emerging growth area, Continued Complement LCM programmes and renewed growth from NME and beyond potential supported by l
Slide 5: Industry-leading late-stage pipeline
Industry-leading late-stage pipeline Focused clinical development driving disease area leadership Breast cancer case study Innovating to strengthen our disease area leadership 127 125 117 107 2020 2021 2022 9M 2023 Phase III/Registrational trial volume Increased number of Phase III and Comprehensive
Slide 6: Strong business development momentum through 2023
Strong business development momentum through 2023 Value-enhancing deals enhance disease area leadership and next-wave capabilities gene therapy portfolio Accelerate Enhance CVRM Advances next- T-regulator cell Accelerate cell Oral GLP-1RA in CAR-T portfolio portfolio with gen genomic therapies in th
Slide 7: Oncology
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Slide 8: Oncology – clinically differentiated, high potential portfolio
Oncology – clinically differentiated, high potential portfolio Rapid growth through 2023 achieving $13.5bn, +20% CER in 9M 2023 Delivering continued oncology leadership — Backbone therapy for — Redefining expectations — Leadership in early-stage Tumour area leadership EGFRm lung cancer with for ADCs
Slide 9: Oncology – driving towards oncology leadership by 2030
Oncology – driving towards oncology leadership by 2030 Broadest pipeline unlocks novel combinations and strengthens tumour area leadership Staying ahead of the innovation curve with next-gen IO portfolio and broad pipeline of ADCs volrustomig (PD1/CTLA4) rilvegostomig (PD1/TIGIT) $92bn Other checkpo
Slide 10: BioPharmaceuticals
BioPharmaceuticals CVRM R&I V&I 10
Slide 11: BioPharmaceuticals – multiple pillars of growth
BioPharmaceuticals – multiple pillars of growth Focused in high-value disease areas and pipeline momentum strengthened by recent BD CVRM R&I V&I 16% growth in Q3 2023 42% growth in Q3 2023 from Emerging growth opportunity building on existing expertise driven by HF and CKD leadership recent R&I laun
Slide 12: CVRM – underappreciated pipeline in high-potential areas
CVRM – underappreciated pipeline in high-potential areas Wainua (eplontersen) ATTR Amyloidosis indications: Significant potential for AZD5004 TTR gene silencer, QM SC ATTRv-PN ATTR-CM targeting obesity, T2D and related co-morbidities ~40k1 ~300-500k1 Approved in the US Phase III HLR 2025 Encouraging
Slide 13: R&I – young portfolio of novel multi-blockbuster medicines
R&I – young portfolio of novel multi-blockbuster medicines Accelerating our focus in asthma, COPD and immunology Asthma Exploring cell therapy in immunology >260m patients Anticipated biologics $9bn market growth for diagnosed1 T7 countries3 ― First rescue inhaler to treat novel T-regulator $4bn bot
Slide 14: V&I – substantial growth potential addressing high unmet needs
V&I– substantial growth potential addressing high unmet needs Accelerating strategy focused on serious respiratory illness, building on existing expertise Building novel vaccines and IVX-A121: combination vaccine for RSV + hMPV antibodies portfolio based on a differentiated VLP platform • IVX-A12 po
Slide 15: Rare Disease
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Slide 16: Rare disease – durable commercial portfolio
Rare disease – durable commercial portfolio Expanded opportunities for Ultomiris and next-gen HPP supports sustained growth Opportunity to significantly IgAN expand HPP patient reach HSCT-TMA CSA-AKI Strensiq geographic expansion Strensiq Total Revenue ($m) Double-digit growth in growth driven by ne
Slide 17: Rare disease – significant pipeline beyond complement
Rare disease – significant pipeline beyond complement Novel amyloidosis depleter franchise and emerging genomic medicine capabilities Advancing ambitions in anselamimab other assets Stage I mOS (months) 130 genomic medicines focused on earlier stages Stage II 54 – 72 First-in-class light-chain fibri
Slide 18: Closing remarks
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Slide 19: Accelerating our next-wave pipeline
Accelerating our next-wave pipeline Supporting our ambition for long-term industry-leading growth Upcoming select data read outs build CELL GENE EPIGENETICS confidence in novel early-stage pipeline THERAPY THERAPY IO BISPECIFICS NOVEL ADCs T-CELL NOVEL IO ENGAGERS ADCs BISPECIFICS volrustomig H1 202
Slide 20: Progressing ambitions in Sustainability
Progressing ambitions in Sustainability Reinforcing our commitment to driving change for people, society and the planet GOALS AND PRIORITIES […] ACCESS TO AMBITION ZERO ETHICS AND BIBP HEALTHCARE BIBP CARBON BIBP TRANSPARENCY — promoting prevention ethical behaviour focused on: BY 2026: — prioritisi
Slide 21: AstraZeneca – industry-leading fundamentals
AstraZeneca – industry-leading fundamentals Unique investment opportunity with strong sustained growth and focus on profitability Diversified portfolio Innovative pipeline Focused reinvestment Science-led execution across focus disease areas with focused on clearly differentiated coupled with commit
Slide 22: Appendix and Glossary
Appendix and Glossary AstraZeneca?
Slide 23: Glossary – abbreviations (1 of 2)
Glossary – abbreviations (1 of 2) 1L/2L/3L/4L = 1st-line, 2nd-line, etc ERoW = Established Rest of World AAV = adeno-associated virus ESR1m = oestrogen receptor 1 gene mutation AI = aromatase inhibitor est epi = estimated epidemiology ATTR-CM = transthyretin amyloid cardiomyopathy G7 = US, EU5, JP f
Slide 24: Glossary – abbreviations (2 of 2)
Glossary – abbreviations (2 of 2) IO = immuno-oncology RC = radioconjugate LA = long-acting RNA = ribonucleic acid LCM = lifecycle management RSV = respiratory syncytial virus LNP = lipid-nanoparticle SARS-CoV2 = severe acute respiratory syndrome coronavirus 2 LoE = loss of exclusivity SC = subcutan
Slide 25: Additional Forward-looking statements
Additional Forward-looking statements This document may include statements that are not statements of historical fact, or “forward-looking statements,” including with respect to AstraZeneca’s proposed acquisition of Gracell Biotechnologies Inc. (“Gracell”). Such forward-looking statements include, b
Slide 26: Additional Forward-looking statements
Additional Forward-looking statements This document may include statements that are not statements of historical fact, or “forward-looking statements,” including with respect to AstraZeneca’s proposed acquisition of Icosavax, Inc. (“Icosavax”). Such forward-looking statements include, but are not li