Johnson & Johnson · NYSE:JNJ
Johnson & Johnson — Investor Presentation (December 2005)
27 slides from Johnson & Johnson's investor presentation, Dec 23, 2005
Slide 1: Johnson & Johnson
Slide 2: Founded 1886 New Brunswick, New Jersey
Founded 1886 New Brunswick, New Jersey In a Former Wallpaper Factory By three brothers with a dream... that Joseph Lister's theories about sterilization could save lives in America's hospitals
Slide 3: World's Most Comprehensive and Broadly Based Health Care Company
World's Most Comprehensive and Broadly Based Health Care Company
Slide 4: Global Presence: 200+ Operating Companies
200+ Operating Companies In 57 Countries Around the World Selling Products in More Than 175 Countries Global Presence
Slide 5: 115,000 Employees Worldwide
115,000 Employees Worldwide Global Presence
Slide 6: Strategic Principles and Ethical Principles
Strategic Principles Broadly based in Human Health Care Decentralized Management Manage for the Long Term Ethical Principles Our Credo
Slide 7: Our Credo
Our Credo Written by General Robert Wood Johnson, Jr. in the 1940s Visionary and U.S. business leader Among the first to speak openly of a company's responsibility
Slide 8: Our Credo: The Four Tenets
Our Credo The Four Tenets Customers Employees Community Shareholders Shareholders Shareholders Shareholders Shareholders Shareholders
Slide 9: 2004 Performance Results
13.1% 18.3% 18.2% Sales Diluted EPS Net Earnings $47.3B $8.5B $2.84 2004 Performance Results
Slide 10: 2004 Sales by Segment
Consumer Pharmaceutical MD&D East 0.18 0.47 0.36 Medical Devices & Diagnostics $16.9 B Pharmaceuticals $22.1 B $ U.S. Billions 46.7% 17.6% 35.7% 2004 Sales by Segment Consumer $8.3 B Total Sales: $47.3 Billion
Slide 11: 2004 Sales by Geographic Area
2004 Sales by Geographic Area Asia, Pacific, Africa U.S. Europe W. Hemisphere 0.123 0.59 0.234 0.055 West 30.6 38.6 34.6 31.6 North 45.9 46.9 45 43.9 23% 59% 6% Europe $11.1 Billion U.S. $27.8 Billion W. Hemisphere $2.6 Billion Asia, Pacific, Africa $5.8 Billion 12% Total Sales: $47.3 Billion
Slide 12: Historical Performance
Historical Performance 100 +10.6% +11.0% +10.7% 50 +11.1 +11.7 +14.2 20 +10.9 +10.8 +15.6 10 +11.8 +12.3 +16.9 5 +11.6 +11.1 +16.9 1 +13.1 +9.7 +16.8 Net Income(1) Reported Sales Operational Sales Year (1) Proforma excluding In-process R&D, taxes on repatriated cash under the AJC Act and other charg
Slide 13: Historical Performance
Historical Performance 72 Consecutive years of Sales increases 20 Consecutive years of double digit Earnings increases(1) 42 Consecutive years of Dividend increases (1) Proforma excluding In-process R&D, taxes on repatriated cash under the AJC Act and other charges and credits
Slide 14: Investment in Research
Investment in Research 1994 1995 1999 2004 R&D Expense Total J&J 0.5 1.8 2.1 2.4 2.5 2.8 3.1 3.6 4 4.7 5.2 Pharm 0.9 1.1 1.3 1.5 1.6 1.8 2.2 2.5 2.7 3.2 3.6 North 45.9 46.9 45 43.9 9.6% Percent to Sales 11.0% $U.S. Billions
Slide 15: Products Patients & Customers
Products Patients & Customers
Slide 16: Slide 16
Slide 17: LifeScan: The Road Ahead
LifeScan: The Road Ahead Eric Milledge Company Group Chairman
Slide 18: LifeScan Vision
LifeScan Vision "Creating a world without limits for people with diabetes"
Slide 19: LifeScan Around the World
LifeScan Around the World U.S./Puerto Rico: 1290 Canada: 118 EMEA: 667 Scotland: 478 Employees by region:
Slide 20: Worldwide Glucose Monitoring Market
Worldwide Glucose Monitoring Market 2003 2004E 2006E 2009E 2011E U.S. 2.2 2.4 2.6 3.3 4 EX U.S. 2.9 3.3 3.9 5 6 $ Billions Ex U.S. U.S. CAGR 8% 5.1 5.7 6.5 8.3 10 .0 Source: LifeScan Estimates, Analyst Reports
Slide 21: LifeScan Dollar Sales
LifeScan Dollar Sales
Slide 22: LifeScan Key Products
LifeScan Key Products Source: International Diabetes Federation
Slide 23: LifeScan Mission
LifeScan Mission "To fundamentally change our business from measurement to management, and transform LifeScan from an episodic monitoring company to a true diabetes management company."
Slide 24: Our Strategic Direction
Our Strategic Direction Continued leadership in Glucose Monitoring Expansion into Insulin Delivery Creation of Diabetes Management solutions Episodic Continuous Diabetes Management Glucose Monitoring Medication Insulin Delivery
Slide 25: Culture For Success
Culture For Success Extraordinary talent Entrepreneurship - intelligent risk taking Collaboration and team work Passion and sense of urgency Speed, flexibility, and agility Flawless execution
Slide 26: Our Credo
—_ Our Credo
Slide 27: Critical To Success
Critical To Success Voice of Customer Design Excellence Clinical & Economic Outcomes Quality & Compliance Intellectual Property Organization & People Development
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