Jcr Pharmaceuticals Co., Ltd. · TSE:4552

Jcr Pharmaceuticals — Q1 FY2024 Earnings Presentation

16 slides from Jcr Pharmaceuticals's earnings presentation, Jul 30, 2024

  1. Slide 1: FY2024 First Quarter Results Conference Call

    FY2024 First Quarter Results Conference Call July 30, 2024 JCR Pharmaceuticals Co., Ltd. [Securities code]4552, Prime. TSE [Contacts] ir-info@jp.jcrpharm.com Copyright © 2024 JCR Pharmaceuticals Co., Ltd. All rights reserved.

  2. Slide 2: Overview: Consolidated Financial Results

    Overview: Consolidated Financial Results （Unit：million yen） FY2023 FY2024 Year-on-year Additional Remarks Consolidated Progress Q1 YTD Q1 YTD Rate of Rate • The decrease in Cost of Sales due to the decrease Difference change in Sales of Core Products. Net Sales 10,808 8,145 (2,663) (24.6%) 19.7% • N

  3. Slide 3: Breakdown of Net Sales (Consolidated)

    Breakdown of Net Sales (Consolidated) （Unit: million yen) FY2023 FY2024 Additional Remarks Consolidated Year-on-year Progress Q1 YTD Q1 YTD Rate of Difference Rate • Sales of GROWJECT® and IZCARGO® increased by change more than 10% year-on-year, progressing well. GROWJECT® 4,222 4,649 +426 +10.1% 25

  4. Slide 4: IZCARGO Prescription Status in Japan

    IZCARGO® Prescription Status in Japan Copyright © 2024 JCR Pharmaceuticals Co., Ltd. All rights reserved. 3

  5. Slide 5: GROWJECT Market Share Trends in Japan (Quarterly)

    GROWJECT® Market Share Trends in Japan (Quarterly) ■ Human Growth Hormone Market in Japan Copyright © 2024 IQVIA.Calculated based on JPM Jun 2024 MAT *Market definition by JCR Reprinted with permission ■ GROWJECT® Market Share by buyer Jun 2024 Sales Change FY2024 Q1 (vs. FY2023 Q1) *On an NHI drug

  6. Slide 6: GROWJECT Sales Trends in Japan (Quarterly)

    GROWJECT® Sales Trends in Japan (Quarterly) Breakdown of Shares in Jun 2024 Daily ：83% Weekly ：17% Copyright © 2024 IQVIA. Own analysis based on JPM (Oct 2022-Jun 2024). Reprinted with permission Copyright © 2024 JCR Pharmaceuticals Co., Ltd. All rights reserved. 5

  7. Slide 7: FY2024 Progress of Developmental Pipelines

    FY2024 Progress of Developmental Pipelines BBB-penetrating iduronate-2-sulfatase (rDNA origin) JR-141 Indication: MPS type II Brand name: IZCARGO® (Launched only in Japan, INN：pabinafusp alfa） − Global Phase III study (JR-141-GS31: STARLIGHT study) • Completed enrollment of more than 60% of the elig

  8. Slide 8: FY2024 Progress of Developmental Pipelines

    FY2024 Progress of Developmental Pipelines Long-acting growth hormone (rDNA origin) JR-142 Indication: Pediatric growth hormone deficiency − Phase III study (JR-142-301) • Completed the clinical trial notification process in Japan human (allogeneic) bone marrow-derived mesenchymal stem cells JR-031H

  9. Slide 9: R&D Pipeline

    R&D Pipeline Code Indication Status Upcoming Milestones JR-141 MPS II (Hunter syndrome) Global Ph3 • ~FY2027: Approval in US, EU, Brazil • Extension study is ongoing JR-171 MPS I (Hurler syndrome etc.) Global Ph1/2 completed • Licensing out under negotiation JR-142 Pediatric GHD Ph2 (Analysis comple

  10. Slide 10: Other Topics

    Other Topics − Announced platform technology of gene therapy applied J-Brain Cargo® • July The 7th International Forum of Lysosomal Disorders • October The 31st Annual Congress of the European Society of Gene & Cell Therapy (planned) J-Brain Cargo®(JBC)-modified adeno-associated virus (JBC-AAV) Copy

  11. Slide 11: Copyright © 2024 JCR Pharmaceuticals Co., Ltd. All rights reserved.

    Copyright © 2024 JCR Pharmaceuticals Co., Ltd. All rights reserved.

  12. Slide 12: Appendix

    Appendix Copyright © 2024 JCR Pharmaceuticals Co., Ltd. All rights reserved.

  13. Slide 13: Consolidated Financial Results - FY2024 Forecast

    Consolidated Financial Results - FY2024 Forecast （Unit: million yen） FY2023 FY2024 Consolidated Year-on-year Results Forecast Rate of Difference change Net Sales 42,871 41,300 (1,571) (3.7%) Cost of Sales 11,620 10,400 (1,220) (10.5%) Gross Profit 31,251 30,900 (351) (1.1%) Selling, General and 23,7

  14. Slide 14: Consolidated Breakdown of Net Sales – FY2024 Forecast

    Consolidated Breakdown of Net Sales – FY2024 Forecast （Unit: million yen） FY2023 FY2024 Year-on-year Results Forecast Difference Rate of change GROWJECT® 17,913 18,300 +387 +2.2% IZCARGO® 5,171 5,700 +529 +10.2% TEMCELL®HS Inj. 3,236 2,800 (436) (13.5%) Treatments for renal anemia 4,652 4,200 (452)

  15. Slide 15: Abbreviations (A～G)

    Abbreviations （A～G） AAV Adeno-Associated Virus アデノ随伴ウイルス BBB Blood-Brain Barrier 血液脳関門 CNS Central Nervous System 中枢神経系 CSF Cerebrospinal fluid 脳脊髄液 CTN Clinical Trial Notification 治験計画届 EC European Commission 欧州委員会 EMA European Medicines Agency 欧州医薬品庁 ERT Enzyme Replacement Therapy 酵素補充療法 EU Europe

  16. Slide 16: Abbreviations (H～Z)

    Abbreviations （H～Z） HIE Hypoxic ischemic encephalopathy in neonates 低酸素性虚血性脳症 HS Heparan Sulfate ヘパラン硫酸 i.v. Intravenous Injection 静脈注射 JBC J-Brain Cargo® - MPS Mucopolysaccharidosis ムコ多糖症 NPS Named Patient Supply 特定の患者への医薬品提供プログラム ODD Orphan Drug Designation 希少疾病用医薬品指定 Ph I Phase I 臨床第１相試験 Ph II Ph

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