Slide 1: ASCO 2012 Analyst Briefing
ASCO 2012 Analyst Briefing JUNE 3, 2012
Slide 2: Forward Looking Statements
Forward Looking Statements • Our discussions during this meeting will include forward-looking statements. Actual results could differ materially from those projected in the forward-looking statements. • The factors that could cause actual results to differ are discussed in Pfizer’s 2011 Annual Repor
Slide 3: Pfizer Oncology Today
Pfizer Oncology Today Mace Rothenberg, MD Senior Vice President of Clinical Development and Medical Affairs
Slide 4: Pfizer Oncology: Growing the Franchise through Precision Medicine and Focused Execution
Pfizer Oncology: Growing the Franchise through Precision Medicine and Focused Execution 2008-2009 2012 Mature Diversified Growing Late Three Launches Growing Product Line Early Pipeline Stage Portfolio in 8 Months Product Line Formation of Oncology PD 0332991 Dacomitinib Business Unit CDK 4/6 inhibi
Slide 5: Key Themes for Pfizer Oncology at ASCO
Key Themes for Pfizer Oncology at ASCO • Updated INLYTA 2nd-line data; association btwn BP and outcomes Expanding RCC leadership; in 1st-line RCC Providing more options for patients • Pooled SUTENT efficacy and tolerability data Using genomic data to inform drug • 1st report of crizotinib in ROS1+ N
Slide 6: At the Forefront of RCC Treatment Innovation
At the Forefront of RCC Treatment Innovation As the global leader in the treatment of advanced kidney cancer, Pfizer has transformed the treatment paradigm by providing therapeutic options with varying MOAs for a broad spectrum of patients (U.S. & Switzerland) Oral Therapy IV Therapy Oral Therapy 1s
Slide 7: Updated INLYTA Data Confirm Efficacy in Second Line; Strong U.S. Launch
Updated INLYTA Data Confirm Efficacy in Second Line; Strong U.S. Launch and Filings Under Review Globally Updated cytokine subgroup analysis from IN THE U.S. the AXIS 1032 study is generally consistent with previously presented data Now Available • Launched February 2012 ~ 10 days Progression-free S
Slide 8: Preliminary 1st-line Data Presented at ASCO; Anticipating Phase 3 Data Soon
Preliminary 1st-line Data* Presented at ASCO; Anticipating Phase 3 1st-Line Data Soon 1st-line mRCC (Study 1046) • ORR greater than 40% • mPFS of greater than one year *Still blinded 8
Slide 9: Xalkori and the Value of Genomic Information in Treatment Selection for NSCLC
Xalkori and the Value of Genomic Information in Treatment Selection for NSCLC No biomarker Prescriptions written by >800 physicians identified ~ 47% in 48 states Four-fold increase in ALK testing in the U.S. since XALKORI launch “The NCCN panel recommends that all patients with adenocarcinoma be tes
Slide 10: ROS1: Another Genomically-Defined Subset of NSCLC Sensitive to Xalkori
ROS1: Another Genomically-Defined Subset of NSCLC Sensitive to Xalkori Registration Data in ALK+ NSCLC 2012 ASCO Data in ROS1+ NSCLC Ongoing early and late stage studies continue to evaluate the activity of XALKORI across different patient populations, tumor types and molecular subsets 10
Slide 11: Dacomitinib Activity in EGFR Mutant 1st-Line NSCLC
Dacomitinib Activity in EGFR Mutant 1st-Line NSCLC; Evaluation in Multiple Lines of Therapy First Phase 2 Data in 1st-line Two Ongoing Phase 3 Trials in NSCLC (Study 1017) Non-Small Cell Lung Cancer • Objective response rate: 74% • Median PFS: 17 months • Oral, once-daily, pan-HER inhibitor • Target
Slide 12: Robust Hematology Pipeline with Multiple Agents
Robust Hematology Pipeline with Multiple Agents Bosutinib Regulatory Status Inotuzumab Ozogamicin (IO) INO-VATE Phase 3 Clinical Trials • In January 2012, the U.S. FDA accepted bosutinib for standard review as a treatment option for adult patients with previously treated Ph+ CML • In August 2011, th
Slide 13: Inotuzumab: Promising Phase IIR Data in ALL
Inotuzumab: Promising Phase 2 IIR Data in ALL IO targets CD22, an antigen expressed on approximately 90% of cells in B-cell malignancies • Confirmation of activity of inotuzumab in refractory- Linker relapsed ALL when administered on a weekly schedule Antibody G544: Cytotoxic Humanized- Calicheamici
Slide 14: Progress of Early Portfolio; Aggressive Management
Progress of Early Portfolio; Aggressive Management Smaller, Higher Value Portfolio Phase I Phase II Phase III PF 04449913 PF 04691502 oral Dacomitinib SMO inhibitor PI3K/mTOR Pan-HER inhibitor PF 05082566 PF 05212384 IV Inotuzumab 4-1BB PI3K/mTOR Ozogamicin PF 03446962 ADC targeting CD22 PF 048568
Slide 15: Key Takeaways
Key Takeaways Pfizer Oncology: Dynamic portfolio incorporating a precision medicine approach RCC LUNG HEME EARLY DEV Building our RCC Xalkori launch and Bosutinib Potential first-in- portfolio and uptake driven by regulatory class position expertise through increased ALK testing reviews for CML with
Slide 16: Q&A
Q&A 16