Novo Nordisk A/s Class B · OMXCOP:NOVO_B
Novo Nordisk A/s Class B — Investor Day (March 2024)
10 slides from Novo Nordisk A/s Class B's investor day presentation, Mar 7, 2024
Slide 1: Region EMEA Break-out session
Novo Nordisk® Break-out session Region EMEA Andrzej Popkowski SVP Region SEEMEA Emil Kongshøj Larsen SVP Region North West Europe 7 MARCH
Slide 2: Forward-looking statements
2 Region EMEA Break-out session Novo Nordisk® Forward-looking statements Novo Nordisk’s reports filed with or furnished to the US Securities and Exchange Commission (SEC), including the statutory Annual Report 2023 and Form 20-F, which both were filed with the SEC in January 2024 in continuation of
Slide 3: EMEA is a diverse region with a growing diabetes and obesity care market
3 Region EMEA Break-out session Novo Nordisk® EMEA is a diverse region with a growing diabetes and obesity care market Region EMEA Diabetes market value and Obesity market value and Region EMEA market share Region EMEA market share DKK Market DKK Market billion share billion share 150 80% 5 100% 4 8
Slide 4: EMEA has delivered double digit sales growth, driven by GLP-1 treatments for diabetes and obesity
4 Region EMEA Break-out session Novo Nordisk® EMEA has delivered double digit sales growth, driven by GLP-1 treatments for diabetes and obesity Region EMEA sales growth Therapy area share of growth DKK billion 9% 9% 12% 15% 17% 60 Obesity 30% Other diabetes 45 0% care 30 GLP-1 81% 15 Insulin 6% 0 Ra
Slide 5: Novo Nordisk continues to gain GLP-1 market share in Region EMEA
5 Region EMEA Break-out session Novo Nordisk® Novo Nordisk continues to gain GLP-1 market share in Region EMEA Ozempic® is the most used GLP-1 treatment in region EMEA Region EMEA accounts for more than 50% of GLP-1 sales in IO GLP-1 volume MS 75% % of GLP-1 sales in IO 65% Rest of IO 46% 50% 44% 25
Slide 6: Rybelsus has gradually gained market share in the modern oral anti-diabetic segment
6 Region EMEA Break-out session Novo Nordisk® Rybelsus® has gradually gained market share in the modern oral anti-diabetic segment in Region EMEA Rybelsus® value market share development in MOAD segment Rybelsus® is currently launched in more than 25 countries DKK Value MS billion • 27% market share
Slide 7: The initial Wegovy launches have highlighted the unmet need for people living with obesity
7 Region EMEA Break-out session Novo Nordisk® The initial Wegovy® launches in Region EMEA have highlighted the unmet need for people living with obesity 2023 obesity (BMI≥30) prevalence by launched countries Obesity sales in Region EMEA % of population DKK billion 1.7 30% 28% 28% 1.4 1.3 21% 1.2 20%
Slide 8: Region EMEA is preparing for more Wegovy volume-capped launches
8 Region EMEA Break-out session Novo Nordisk® Region EMEA is preparing for more Wegovy® volume-capped launches Wegovy® has been launched in seven EMEA markets Focus of the volume-capped launches Novo Nordisk is transitioning from demand-based launches and No supply limitations distribution model to
Slide 9: Key learnings from the initial Wegovy launches with and without volume constraints
9 Region EMEA Break-out session Novo Nordisk® Key learnings from the initial Wegovy® launches with and without volume constraints No initial supply limitations: Denmark and Norway Volume-capped launches: UK and Switzerland Controlled and limited launch +18% narrative broadly accepted Positive sentim
Slide 10: Closing remarks
Novo Nordisk® Closing remarks Double-digit sales growth driven by GLP-1 treatments for diabetes and obesity Novo Nordisk is the GLP-1 market leader in Region EMEA with Ozempic® and Rybelsus® The initial Wegovy® launches have highlighted the unmet need for people living with obesity