Orion Oyj Class A · OMXHEX:ORNAV
Orion Oyj Class A — Investor Day (May 2019)
17 slides from Orion Oyj Class A's investor day presentation, May 22, 2019
Slide 1: Specialty Products: Solid profitability supports Orion's growth
Specialty Products: Solid profitability supports Orion’s growth Virve Laitinen SVP Specialty Products
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements which involve risks and uncertainty factors. These statements are not based on historical facts but relate to the Company’s future activities and performance. They include statements about future strategies and anticipated benefits of
Slide 3: Specialty Products add value for customers
Specialty Products add value for customers Healthcare stakeholders Generic prescription & patients drugs Providing a broad portfolio of affordable generics and patient access to biosimilar treatments OTC and self-care drugs Consumers & patients Supports healthier life by offering variety of over Bio
Slide 4: Specialty Products business as Orion's bedrock
Specialty Products Business as Orion’s bedrock Development of net sales Net sales by region Net sales by product from 2007 to 2019 MAT3 2019 MAT3 2019 MAT3 600 500 13% 5% 400 MEUR 300 24% 14% 200 58% 71% 100 15% 0 Finland Generic drugs Net sales Scandinavia Self-care products Eastern Europe and Russ
Slide 5: Generic markets development trends positive and global trends support opportunities
Generic markets development trends positive and global trends support opportunities 3% 2.5% 5% 7% Finland Denmark Sweden Poland Gx Gx Gx Gx 7% Global 25% Europe Gx Biosimilar Global generics market USD 315bn in 2017 forecast: USD 474bn in 2023 Source: Company estimates. Data sources IQVIA, IMARC,
Slide 6: European biosimilars markets estimate 25% CAGR
European biosimilars markets estimate 25% CAGR Nordic countries most dynamic market environment* Source: IQVIA institute: Advancing Biosimilar Sustainability in Europe - Capital Markets Day of Orion Corporation © Orion Oyj 22 May 2019 6 A Multi-Stakeholder Assessment, September 2018
Slide 7: Orion's generic performance in Nordic and Poland
Orion’s generic performance in Nordic and Poland Finland Rank -7% 1 Sweden Rank +3% 7 Denmark Rank +17% 8 Norway Rank +5% 6 Poland Rank +3% 20 Source: Internal analysis, Rx market generics and biocomparable products (excluding inhaled asthma/COPD market) based on IQVIA reporting, Capital Markets Day
Slide 8: Orion is Finland's most significant provider of pharmaceuticals
Orion is Finland's most significant provider of pharmaceuticals Human pharma market in Finland (1−12/2018) Reference Self-care Medicinal and non-medicinal products priced products in hospital and pharmacy channels: EUR 2,746 million prescription Orion market share EUR million drugs in pharmacy 25% 3
Slide 9: In Finland, price competition has led to a decline in the entire market
In Finland, price competition has led to a decline in the entire market of reference priced prescription drugs The market of reference priced The sales of Orion’s reference prescription drugs in Finland priced prescription drugs (1–12/2018) in Finland 490 126 MEUR (528) MEUR (139) Market development
Slide 10: Specialty Products business – Key market considerations and Orion's strategic actions
Specialty Products business – Key market considerations and Orion’s strategic actions Continuous renewal of product Price competition in generic drugs in portfolio: from changeable generics Finland continues to non-changeable: value added generics Pipeline of drugs with expiry of patent protection i
Slide 11: Specialty Products business with wide product offering and competitive business models
Specialty Products (SpP) business with wide product offering and competitive business models Product Net sales MEUR 1. Biosimilars 25 ● Broad portfolio, added value for both 2. Burana 23 healthcare professionals, patients as well 3. Divina series 19 as for consumers 4. Marevan 18 – Constant flow of
Slide 12: Global Supply Chain Management
Global Supply Chain Management COMPLIANCE SUSTAINABILITY SERVICE LEVEL PRODUCTIVITY Capital Markets Day of Orion Corporation © Orion Oyj 22 May 2019 12
Slide 13: How to strengthen and grow in generic business
How to strengthen and grow in generic business 1 Strengthening Orion’s position as the most significant provider of generic drugs in Finland. Ensure constant renewal and competitiveness 2 of the product portfolio in key markets New product flow by in-licensing, product 3 acquisitions and developing
Slide 14: How to strengthen and grow in biosimilar business
How to strengthen and grow in biosimilar business 1 Be strategic commercialisation partner for Nordics Evaluate new market entries case by case 2 through optimized synergies Continue access to new products by 3 in-licensing Develop business through selected partnerships 4 and business models Capital
Slide 15: How to strengthen and grow in OTC business
How to strengthen and grow in OTC business 1 Improve customer centricity Ensure competitive OTC product portfolio 2 renewal Grow with local brands and segments in 3 Scandinavian, Poland and Russia 4 Expand business by collaboration arrangements Capital Markets Day of Orion Corporation © Orion Oyj 22
Slide 16: Solid profitability enables growth investments for Orion's growth initiative
Specialty Products Business - Solid profitability enables growth investments for Orion’s growth initiative 1 Grow faster than markets In-licensing and product acquisitions • Wide Nordic product OTC and selfcare Customer centric offering product portfolio • Local brands development in Finland • Produ
Slide 17: Thank you!
Thank you! GRION Building well-being