Teva Pharmaceutical Industries Limited · TASE:TEVA
Teva Pharmaceutical Industries — Investor Day (October 2007)
9 slides from Teva Pharmaceutical Industries's investor day presentation, Oct 15, 2007
Slide 1: Teva Pharmaceutical Industries Ltd. - Group VP International
Teva Pharmaceutical Industries Ltd. Chaim Hurvitz Group VP - International October 15 , 2007 1 The International Markets Israel, Mediterranean Africa & Turkey: ` Israel ` Turkey ` South Africa ` Kenya ` Nigeria ` Cyprus ` Malta ` other African countries ^ Number of employees: 7,700 Central & Eastern
Slide 2: What do we have in The Americas? / Central East Europe
What do we have in The Americas? (Pharmaceutical Activity Only) Company Market (Country) Market Position Lab Chile Chile No. 1 in total market Elmor Venezuela No. 1 in total market Teva Mexico Mexico No. 4 in total market Ivax Argentina Argentina No. 3 in total market Medco Peru No. 5 in total marke
Slide 3: International - Growing Importance for Teva
International - Growing Importance for Teva The International Group Share from Teva’s Total Revenues 2003 2006 2009 Int’l sales – $347M Int’l sales – $1,181M Int’l sales - Forecast 11% 14% 17% 5 Q2/2007 – International (ROW) Pharmaceutical Sales ($ Millions) Up 26% 346 47% R= CAG 275 126 105 73 Q2/0
Slide 4: Current Markets Characteristics; Growth in the World Pharmaceutical Market by Region
Current Markets Characteristics General 1. Branded Markets 2. Governmental budget constrains 3. Reimbursement products list – Russia, Poland and Czech 4. Tenders – Popular way to sell to the governments Local 1. Mexico - Government announced program (“Popular Insurance”), to cover 50M uninsured popu
Slide 5: Emerging Markets Contribution to World Sales Growth
8 of World’s Top 10 Generic Markets Are “INTERNATIONAL” $ Billions •Generic market size Market CAGR 2006 2012 2006-12 (%) •US 18.8 30.4 8 •China 10.0 22.0 14 •India 6.0 12.0 12 •Brazil 4.5 8.0 10 •Mexico 3.5 6.5 11 •Russia 3.5 6.5 11 •Japan 3.0 6.5 14 •Germany 5.5 5.2 -1 •Turkey 3.0 4.5 7 •Korea 3.0
Slide 6: Future Markets Characteristics
Future Markets Characteristics • Unregulated markets Æ more regulated • IP, national drug lists coverage, reimbursement lists • Branded generic Æ generic • Preventive medicines Ç • Rx Æ OTC 11 Future Markets Where Teva expects to become more active • Brazil • Japan • India • China • Turkey • S. Kore
Slide 7: Israel - Combination of Synergetic Businesses with Market Leadership
Israel - Combination of Synergetic Businesses with Market Leadership The successful execution of strategy Pharmaceuticals & OTC Private Pharmacies Health Funds & Chains is dependant on managing three Total Market 800M$* Total Market 60M$ dimensions: • Focus on products and services 14% • Focus on cu
Slide 8: Israel - Focus upon Integrative Opportunity
Israel- Focus upon Integrative Opportunity Ex am pl e Women’s Healthcare Oral Menopause Contra- Lifestyle ceptives Tevatest Medical 15 Israel - Focus upon Integrative Opportunity Ex am Ophthalmic – Israeli Market (61- 66 M$*) pl e Allied Equipment Diagnostics & Furniture 6-7 M$ 1.5- 1.5-2 M$ Pharmac
Slide 9: Thank You!
re Thank You! te CTEUA ‘TEVA PHARMACEUTICAL INDUSTRIES LTD.
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