Pfizer, Inc. · NYSE:PFE
Pfizer — Investor Day (February 2024)
141 slides from Pfizer's investor day presentation, Feb 29, 2024
Slide 1: Oncology Innovation Day
Oncology Innovation Day Accelerating the Next Generation of Cancer Breakthroughs 0 2 . 2 9 . 2 0 2 4
Slide 2: Welcome
Welcome Francesca DeMartino Chief Investor Relations Officer
Slide 3: Forward-Looking Statements, Non-GAAP Financial Information and Other Notices
Forward-Looking Statements, Non-GAAP Financial Information and Other Notices Our discussions during Oncology Innovation Day will include forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or imp
Slide 4: Today's Agenda
Today’s Agenda 1:05–1:30 PM Pfizer Oncology Vision 4:00–4:15 PM Hematology-Oncology Chris Boshoff Chris Boshoff 1:30–2:05 PM Genitourinary Cancer 4:15–4:45 PM Next-Generation Opportunities Roger Dansey and Thomas Powles Jeff Settleman 2:05-2:30 PM Thoracic Cancer 4:45–5:00 PM Pfizer Oncology Commerc
Slide 5: Today's Speakers
Today’s Speakers Chris Boshoff Roger Dansey Megan O’Meara Jeff Settleman Suneet Varma Thomas Powles MD PhD MD MD PhD MBA MD PhD Chief Oncology Chief Development Head, Early-Stage Chief Scientific Commercial President, Professor of Officer Officer, Development, Officer, Pfizer Oncology Genitourinary
Slide 6: Pfizer Oncology Vision
Pfizer Oncology Vision Chris Boshoff Chief Oncology Officer
Slide 7: Accelerate breakthroughs that help people with cancer live better and longer lives
PFIZER ONCOLOGY VISION Accelerate breakthroughs that help people with cancer globally live better and longer lives 7
Slide 8: Cancer Remains One of the Greatest Health Challenges of Our Lifetime
Cancer Remains One of the Greatest Health Challenges of Our Lifetime ~2 New cancer cases million ~20 New cancer cases million ~10 million Deaths from cancer in the US expected globally in 20222 globally in 2022,2 and in 20241 >600K deaths expected in the US this year1 1. American Cancer Society 2024
Slide 9: Breakthrough Medicines
175 years of Pioneers of ADC delivering Expertise + Innovation + Scale technology to improve breakthroughs that and extend lives of change patients’ people with cancer lives Breakthrough Medicines ADC, antibody-drug conjugate. 9
Slide 10: Expertise + Innovation + Scale
01 02 03 Expertise + Innovation + Scale Deep insights Tomorrow’s medicines Global impact Best of both Robust R&D engine and New end-to-end organizations, pipeline, focused on organization, with industry- with exceptional talent execution and next- leading commercial and and extensive generation brea
Slide 11: Powering Into a New Era of Oncology Leadership
Powering Into a New Era of Oncology Leadership PFE + 19% revenue CAGR 2014 – 2023 Industry average: 10%1 Robust innovative pipeline Acquired via SGEN acquisition Building solid foundation Expanding portfolio of breakthroughs Advancing leadership Up to 2014 2015 – 2023 2024+ 230K 2.3M* 2× Patients tr
Slide 12: Pfizer Oncology Leadership Team
Pfizer Oncology Leadership Team Chris Boshoff, Chief Oncology Officer Jeff Guy Megan Roger Kamran Susan Adam Sriram Karin Suneet Settleman Padbury O’Meara Dansey Ansari Anderson Schayowitz Krishnaswami Tollefson Varma Chief Head, Clinical Head, Early- Chief Head, Clinical Chief of Staff Head, Produc
Slide 13: Rapid Delivery of Transformational Medicines to Patients
Rapid Delivery of Transformational Medicines to Patients Small molecule Bispecific antibody Antibody-drug conjugate for metastatic non-small cell for relapsed / refractory multiple for locally advanced or metastatic lung cancer myeloma urothelial carcinoma First in patient to approval in 4.8 years P
Slide 14: Deploying Pfizer's Manufacturing Footprint and Scale to Reach Patients Globally
Deploying Pfizer’s Manufacturing Footprint and Scale to Reach Patients Globally Extensive internal network enables agility and supports growth trajectory for additional launches to 2030 and beyond 6× 7× increase in ADC vial Bioreactors* volume capacity* 10 >100 manufacturing sites for countries onco
Slide 15: Amplifying Impact of Oncology Medical and Commercial Functions
Amplifying Impact of Oncology Medical and Commercial Functions Presence in >100 countries Aggregated capability 3x customer facing footprint in the US* Pfizer 2x share of voice in key tumor areas* Deepened engagement with customers + • Expand breadth and depth of HCP engagement in academic and commu
Slide 16: Pfizer Oncology Strategy
Pfizer Oncology Strategy Modality Focus Therapeutic Area Focus Enabled by deep technical expertise Building on established presence Unique ability to combine and adapt modalities to improve outcomes Deepen our ability to address unmet medical needs across care continuum Antibody- Small Drug Bispecif
Slide 17: Pfizer Oncology is Driving Towards Transformative Global Impact
Pfizer Oncology is Driving Towards Transformative Global Impact Today 2030 Blockbuster Medicinesa 5 8+ Biologics Proportion of Oncology 6% ~65 % Business Patients Reached 1M b 2× Pfizer is working towards achievement of these 2030 goals, which are subject to, among other things, clinical trial, regu
Slide 18: Deep and Diverse Pipeline Within Focused Therapeutic Areas
Deep and Diverse Pipeline Within Focused Therapeutic Areas Hematology- Breast Genitourinary Thoracic Oncology Select approved products Atirmociclib1 Sasanlimab3 Maplirpacept3 Sigvotatug vedotin2 (CDK4i) (PD-1) (CD47 SIRPα) (IB6) Vepdegestrant 1 PD-L12,c Select (PROTAC ER degrader) Disitamab vedotin2
Slide 19: Genitourinary Cancer
Genitourinary Cancer See Slide 3, “Forward-Looking Statements, Non-GAAP Financial Information and Other Notices,” for important notices and information.
Slide 20: Substantial Opportunity to Advance Therapies for Two of the Most Common Cancers
Substantial Opportunity to Advance Therapies for Two of the Most Common Cancers Prostate Cancer ~$26B ~$14B ~299K ~35K Estimated new US cases in 20241 Estimated US deaths in 20241 Estimated global Forecasted global market size in 20232 market size in 20302 Urothelial Cancer ~$17B ~83K ~17K ~$5B Esti
Slide 21: Urothelial Cancer Portfolio Anchored by Groundbreaking Benefit With PADCEV
Urothelial Cancer Portfolio Anchored by Groundbreaking Benefit With PADCEV Locally Advanced/Metastatic Muscle Invasive Non-Muscle Invasive Urothelial* Cancer Bladder Cancer Bladder Cancer ~18K US patients ~28K US patients ~38K US patients (high risk) 1L cisplatin-eligible 2L + Cisplatin-ineligible C
Slide 22: Genitourinary Cancer
Genitourinary Cancer Dr. Thomas Powles Professor of Genitourinary Oncology University of London and Barts Cancer Centre Roger Dansey Chief Development Officer Pfizer Oncology 22
Slide 23: PADCEV: Advancing the Standard of Care for Locally Advanced/Metastatic Urothelial Cancer
PADCEV: Advancing the Standard of Care for Locally Advanced/ Metastatic Urothelial Cancer Dr. Thomas Powles University of London and Barts Cancer Centre United Kingdom MD, MBBS, FRCP, FMed Sci Professor of Genitourinary Oncology; Director, Barts Cancer Centre at St. Bartholomew's Hospital; Lead for
Slide 24: PADCEV is an Antibody–Drug Conjugate Directed Against Nectin-4
PADCEV is an Antibody–Drug Conjugate Directed Against Nectin-4 †Additional mechanisms of action and their potential to complement the direct cytotoxicity of enfortumab vedotin are unknown. APC, antigen-presenting cell; mc-vc, maleimidocaproyl-valine-citrulline; MHC, major histocompatibility complex;
Slide 25: EV-302 is a Paradigm-Changing Study in LA/mUC
EV-302 is a Paradigm-Changing Study in LA/mUC, Testing a Novel, ADC-IO Combination Against Standard of Care Chemotherapy Patient est. (US): ~18K* Eligibility EV + pembrolizumab • Previously untreated LA/mUC No maximum treatment cycles for EV Dual primary endpoints Maximum 35 cycles for P • PFS by BI
Slide 26: EV-302: PADCEV + Keytruda Halved the Risk of Progression or Death
EV-302: PADCEV + Keytruda® Halved the Risk of Progression (55%) or Death (53%)1 Progression-free survival per BICR Overall survival 100 100 90 90 Progression-free survival (%) 80 80 Overall survival (%) 70 70 60 60 50 50 40 40 30 30 20 20 10 10 0 0 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 0
Slide 27: EV-302: Consistent Treatment Effect Regardless of Cisplatin Eligibility or PD-L1
EV-302: Consistent Treatment Effect Regardless of Cisplatin Eligibility or PD-L1 Expression1 100 HRa 100 HRa 90 Cisplatin-eligible (95% CI) 90 Cisplatin-ineligible (95% CI) Overall survival (%) Overall survival (%) 80 0.53 80 0.43 70 (0.39–0.72) 70 (0.31–0.59) 60 60 50 31.5 50 40 18.4 40 12.7 mOS: N
Slide 28: EV-302: Safety of PADCEV + Keytruda Consistent With Prior Experience
EV-302: Safety of PADCEV + Keytruda Consistent With Prior Experience1 EV+P (N=440) Chemotherapy (N=433) Overall 97.0 55.9 69.5 95.6 Peripheral sensory neuropathy 50.0 3.6 9.9 Pruritus 39.8 1.1 4.8 Alopecia 33.2 0.5 0.2 7.9 Maculopapular rash 32.7 7.7 3.2 Fatigue 29.3 3.0 4.2 36.0 Diarrhea 27.5 3.6 0
Slide 29: PADCEV/EV-302 has Ushered in a New Era in the Treatment of LA/mUC
PADCEV/EV-302 has Ushered in a New Era in the Treatment of LA/mUC LA/mUC, locally advanced or metastatic urothelial cancer. 29
Slide 30: Next Opportunity for PADCEV: Muscle Invasive Bladder Cancer
Next Opportunity for PADCEV: Muscle Invasive Bladder Cancer (MIBC) US Epi: ~28K* Ongoing Registrational Trials Completed enrollment Enrolling Phase 3 MIBC cis-eligible Phase 3 MIBC cis-ineligible EV+pembro vs gem/cis EV+pembro, pembro mono – (EV-304)** each vs observation (EV-303)** Anticipated read
Slide 31: Disitamab Vedotin (DV)
Disitamab Vedotin (DV) 31
Slide 32: Disitamab Vedotin is a Novel HER2-Directed ADC
Disitamab Vedotin is a Novel HER2-Directed ADC With a Rapidly Internalizing Antibody and a Payload That Induces Immunogenic Cell Death1 Microtubule- Humanized anti- Protease- DV T-DM1 T-DXd DB-1303 disrupting agent, HER2 IgG1 cleavable vc monomethyl monoclonal maleimidocaproyl auristatin E Disitamab
Slide 33: Disitamab Vedotin has FDA Breakthrough Therapy Designation in 2L+ HER2+ LA/mUC
Disitamab Vedotin has FDA Breakthrough Therapy Designation as Monotherapy in 2L+ HER2+ (High) LA/mUC Disitamab Trastuzumab Enfortumab Sacituzumab 60 Erdafitinib4 vedotin1 deruxtecan2 vedotin3 govotecan5 N=136 50 N=107 N=41 N=125 N=112 40 HER2 HER2 NECTIN- 30 Target IHC FGFR TROP-2 IHC 2/3+ 4 Percent
Slide 34: Disitamab Vedotin + anti-PD-1 Has Promising Potential in 1L and 2L HER2+ LA/mUC
Disitamab Vedotin + anti-PD-1* Has Promising Potential in 1L and 2L HER2+ LA/mUC1 100 100 Individual patients (n=41) Responders 80 80 Tumor size change from baseline (%) Tumor size change from baseline (%) Nonresponders 60 60 Ongoing treatment 40 40 20 20 0 0 -20 -20 -40 -40 -60 -60 -80 -80 cORR by
Slide 35: Disitamab Vedotin: Promising Data Supported Initiation of Pivotal Studies
Disitamab Vedotin: Promising Data Supported Initiation of Pivotal Studies in HER2+ (High and Low) LA/mUC US Epi: US Epi: ~4K* 2L locally advanced / ~9K* 1L locally advanced / metastatic urothelial cancer metastatic urothelial cancer Enrolling Enrolling Phase 2: Phase 3 Cohort A (HER2 positive**) DV
Slide 36: Sasanlimab
Sasanlimab 36
Slide 37: Sasanlimab: Subcutaneous PD-1 inhibitor Currently in Phase 3 BCG-naïve, High-Risk NMIBC
Sasanlimab: Subcutaneous PD-1 inhibitor Currently in Phase 3 BCG-naïve, High-Risk NMIBC Epi est. (US): ~38K patients* Arm A Eligibility Sasanlimab + BCG (induction† + maintenance) Primary endpoint • Investigator-assessed EFS • High-risk, BCG-naïve Arm B (Arm A vs Arm C; Arm B vs NMIBC R 1:1:1 Sasanl
Slide 38: Prostate Cancer
Prostate Cancer Roger Dansey Chief Development Officer 38
Slide 39: Our Prostate Portfolio is Anchored by XTANDI
Our Prostate Portfolio is Anchored by XTANDI, the Only Androgen Receptor Signaling Inhibitor Approved Across the Prostate Cancer Continuum CASTRATION RESISTANT CASTRATION SENSITIVE 1L Metastatic Non-Metastatic Metastatic Non-Metastatic High Risk BCR ~51,000 US patients ~26,000 US patients ~30,000 US
Slide 40: Compelling XTANDI Benefit Across the Treatment Continuum
Compelling XTANDI Benefit Across the Treatment Continuum, Including Survival Benefit In Metastatic Prostate Cancer and Non-Metastatic CRPC AFFIRM1 PREVAIL1 PROSPER1 ARCHES1 EMBARK2 mCRPC mCRPC nmCRPC mCSPC nmCSPC with BCR rPFS rPFS MFS rPFS MFS 100 100 100 100 100 XTANDI + Leuprolide 80 80 80 80 80
Slide 41: TALZENNA + XTANDI
TALZENNA + XTANDI 41
Slide 42: TALZENNA Builds on XTANDI Backbone by Targeting a Synergistic Pathway
TALZENNA Builds on XTANDI Backbone by Targeting a Synergistic Pathway (PARP Inhibition) Frequency of homologous recombination repair mutations (HRRm) in metastatic prostate cancer1 BRCA2 6.8% CDK12 7.6% Tumors harboring homologous recombination repair (HRR) defects are particularly sensitive to ATM
Slide 43: TALZENNA + XTANDI: Approved in 1L mCRPC
TALZENNA + XTANDI: Approved in 1L mCRPC, for Patients With HRRm in the US* and for Unselected Patients in the EU 1.0 HRRm1 rPFS 1.0 All-comers2 rPFS 0.8 0.8 Probability of rPFS Probability of rPFS TALZENNA + XTANDI 0.6 TALZENNA + XTANDI 0.6 0.4 0.4 HR (95% CI) HR (95% CI) 0.2 0.45 (0.33–0.61) 0.2 0.
Slide 44: TALAPRO-3: Potentially Moving TALZENNA + XTANDI to HRRm mCSPC
TALAPRO-3: Potentially Moving TALZENNA + XTANDI to HRRm mCSPC Epi est. (US): ~8K HRRm patients* Eligibility Talazoparib 0.5 mg/day + enzalutamide 160 mg/day Primary endpoint CSPC and documented • Radiographic PFS (rPFS) by metastatic disease R investigator assessment 1:1 Key secondary endpoint HRRm*
Slide 45: Mevrometostat (PF-06821497)
Mevrometostat (PF-06821497) 45
Slide 46: Mevrometostat: Potential to be First EZH2 Inhibitor Approved in Prostate Cancer
Mevrometostat: Potential to be First EZH2 Inhibitor Approved in Prostate Cancer C4-2 CRPC Cell Line Model 1000 Vehicle control Mevrometostat: PF-1497 (100 mpk) potent, selective, orally bioavailable 800 PF-1497 (300 mpk) Enzalutamide (10 mpk) • EZH2 plays a role in regulating gene Tumor volume (mm3)
Slide 47: Compelling Activity in Heavily Pre-Treated Patients With mCRPC Supports Phase 3 Program
NEW DATA Compelling Activity in Heavily Pre-Treated Patients With mCRPC Supports Phase 3 Program Phase 1 Dose Escalation in 2L+ mCRPC (N=47)1 DoT EZH2i + XTANDI EZH2i + XTANDI 46.5 20.1 Post-abi, N=12 Post-XTANDI, N=35 19.9 17.3 11.3 11.2 10.7 Median rPFS = 17.1 mo Median rPFS = 11.7 mo 7.7 6.3 4.4
Slide 48: Developing Mevrometostat in Post-Abiraterone and Treatment-Naïve mCRPC
Developing Mevrometostat in Post-Abiraterone and Treatment-Naïve mCRPC US Epi: ~51K * Extend Benefit With Mevrometostat + XTANDI In planning In planning Phase 3 Phase 3 Mevrometostat + XTANDI Mevrometostat + XTANDI vs XTANDI or docetaxel vs placebo + XTANDI Post-abiraterone mCRPC Treatment naïve mCR
Slide 49: Genitourinary Cancer Catalysts
Genitourinary Cancer Key near-term catalysts Key longer-term catalysts (anticipated through 1H 2025) (anticipated 2H 2025 and beyond) Phase 3 starts Registrational readout Registrational readout Me vrome t os t a t + TALZENNA + XTANDI P ADCEV Dis it a ma b ve d ot in XTANDI* OS in all comers Cis-ine
Slide 50: Thoracic Cancer
Thoracic Cancer See Slide 3, “Forward-Looking Statements, Non-GAAP Financial Information and Other Notices,” for important notices and information.
Slide 51: Substantial Opportunity to Advance Therapies Across All Stages of Disease
Substantial Opportunity to Advance Therapies Across All Stages of Disease NSCLC ~$45B ~$27B ~280K ~130K Significant unmet need Estimated new US Estimated US despite therapeutic advances cases in 20231 deaths in 20232 Estimated global Forecasted global market size in 20233 market size in 20303 HNSCC
Slide 52: Developing Potential Best-in-Class Medicines for Thoracic Cancer
Developing Potential Best-in-Class Medicines for Thoracic Cancer Megan O’Meara Head of Early Clinical Development Pfizer Oncology Division 52
Slide 53: Lung and Head and Neck Cancer Portfolio Spanning Core Scientific Modalities
Lung and Head and Neck Cancer Portfolio Spanning Core Scientific Modalities Today’s Focus Antibody–Drug IO Biologics, Including Small Molecules Conjugates (ADCs) Bispecific Antibodies Clinical Stage Clinical Stage Clinical Stage PF-07284892: Sigvotatug vedotin (B6A): PF-08046052: SHP2 tyrosine phosp
Slide 54: NSCLC: Maximize LORBRENA and Advance First-in-Class Therapies
NSCLC: Maximize LORBRENA and Advance First-in-Class Therapies in Broader Segments Pioneers in precision medicine Molecular classification1 Histological sub types1 for ALK+ NSCLC, with BRAF V600 (2%) Other MT introduction of XALKORI in ALK (3%) Squamous 4% 2011 27% LORBRENA – emerging as the KRAS pot
Slide 55: LORBRENA: A 3rd Generation Breakthrough for ALK+ NSCLC
LORBRENA*: A 3rd Generation Breakthrough for ALK+ NSCLC Broad Mutational Coverage Designed to Overcome Acquired Resistance4 IC50 < 100nM Applying Pfizer’s world-class medicinal IC50 ≥ 100 < 200 Cellular ALK phosphorylation mean IC50 (nM) chemistry expertise to address nM IC50 ≥ 200 nM shortcomings o
Slide 56: Compelling Outcomes: CROWN Phase 3 Trial of Lorlatinib vs Crizotinib
Compelling Outcomes: CROWN Phase 3 Trial of Lorlatinib vs Crizotinib Superior PFS in Advanced ALK+ NSCLC1 100 72% in risk of progression or 80 reduction death vs crizotinib 80 PFS (% of patients) 70 60 12-month PFS rate Lorlatinib (95% CI) 78% (70–84%) 50 40 30 20 12-month PFS rate HR (95% CI) 0.28
Slide 57: CROWN: Brain Metastasis Well Controlled by Lorlatinib
CROWN: Brain Metastasis, an Unmet Medical Need, is Well Controlled by Lorlatinib, Leading to Enduring Intra-Cranial Benefit1 Patients with brain Patients without brain 100 93% 92% 80 metastasis at baseline metastasis at baseline 90 67 70 80 Patients without IC 60 progression (%) 70 Patients (%) 60 5
Slide 58: LORBRENA: 3-Year PFS Data Support Potential Standard of Care for 1L ALK+ NSCLC
LORBRENA: 3-Year PFS Data Support Potential Standard of Care for 1L ALK+ NSCLC CROWN (lorlatinib)4 ALEX (alectinib)1 ALTA-1L (brigatinib)2,3 Median duration of follow-up: Median duration of follow-up: Median duration of follow-up: lorlatinib: 36.7 months; crizotinib: 29.3 months alectinib: 37.8 mont
Slide 59: 5-Year CROWN Data Will Be Presented at an Upcoming Medical Conference in 2024
Thoracic Cancer 5-Year CROWN Data Will Be Presented at an Upcoming Medical Conference in 2024 59
Slide 60: Sigvotatug Vedotin (IB6 ADC): First-in-Class Vedotin ADC
Sigvotatug Vedotin (IB6 ADC): First-in-Class Vedotin ADC Integrin Beta 6 Immunohistochemistry1 Anti-IB6 mAb NSCLC, adenocarcinoma Protease-cleavable linker H-score 290 H-score 150 MMAE payload Integrin beta-6 (IB6) expression1 300 200 NSCLC, squamous cell carcinoma H-score 100 H-score 260 H-score 17
Slide 61: Sigvotatug Vedotin: Encouraging Activity in Non-Squamous NSCLC
NEW DATA Sigvotatug Vedotin (IB6 ADC): Encouraging Activity in Non-Squamous NSCLC 80 120 1.2 mg/kg (D1D8) TBW 1.25 mg/kg (D1D8) TBW Individual subjects (N=37) Tumor size (% change from baseline) 60 (maximum % change from baseline) 100 1.5 mg/kg (D1D15) TBW 1.8 mg/kg (D1D15) AiBW 80 40 Treatment ongo
Slide 62: Sigvotatug Vedotin: Pivotal Program Strengthened by Phase 1 Data
Sigvotatug Vedotin (IB6 ADC): Pivotal Program Strengthened by Learnings from Evolving Phase 1 Data B6A-002 Study Design Est. US Epi: ~50K1 Eligibility Sigvotatug vedotin Primary endpoint 1.8 mg/kg AiBW 2Q4W • ORR by BICR Locally advanced, unresectable, or metastatic NSCLC R • OS 1:1 No prior taxane
Slide 63: HNSCC: Broad Opportunities to Address Unmet Need Across Patient Segments
HNSCC: Broad Opportunities to Address Unmet Need Across Patient Segments 1,2 2L+ US 5.4K patients Multiple shots on goal in HNSCC across portfolio 1L US 16K patients Opportunities across Resectable LAD US 27K patients multiple segments including earlier lines of therapy Potential for clinical Unrese
Slide 64: PF-08046054 (PD-L1 ADC): First-in-Class PD-L1-Targeting Vedotin ADC
PF-08046054 (PD-L1 ADC): First-in-Class PD-L1-Targeting Vedotin ADC Anti-PD-L1 Karpas 299 monoclonal antibody PD-L1 ALCL cell line PD-L1+ TNBC cell line 8×106 1×106 Protease-cleavable linker (Extent of internalization)* Intracellular drug release 8×105 Monomethyl 6×106 auristatin E (MMAE) 6×105 4×10
Slide 65: PF-08046054 (PD-L1 ADC): Compelling Preliminary Efficacy in PD-L1+ HNSCC
NEW DATA PF-08046054 (PD-L1 ADC): Compelling Preliminary Efficacy in Patients With PD-L1+ HNSCC HNSCC subjects in dose escalation ≥1.25 mg/kg 1 120 100 Tumor size (% change from baseline) On treatment Sum of diameters (maximum % change 100 80 80 60 PD PD 60 40 PD PD SD 40 20 from baseline) 20% PD 20
Slide 66: Vedotin ADCs Demonstrate Potential Clinical Synergy with Anti-PD-1
Vedotin ADCs Demonstrate Potential Clinical Synergy with Anti-PD-1, Driving Development into Earlier Lines of Therapy for Sigvotatug Vedotin and PD-L1 ADC ADCETRIS PADCEV TIVDAK Disitamab vedotin 93% 86% 73.2% 67.7% ORR (%) 50.5% 45.2% 38% 24% ADC + Chemo1 ADC + Chemo ADC ADC + ADC ADC + ADC ADC + +
Slide 67: Thoracic Cancer Catalysts
Thoracic Cancer Key near-term catalysts Key longer-term catalysts (anticipated through 1H 2025) (anticipated 2H 2025 and beyond) Phase 3 start Phase 3 readouts Phase 3 start 5-year PFS/OS S ig vot a t ug ve d ot in* S ig vot a t ug ve d ot in S ig vot a t ug ve d ot in LORBRENA 1L NSCLC 2L-3L NSCLC
Slide 68: Oncology Innovation Day Q&A
Oncology Innovation Day Q&A 0 2 . 2 9 . 2 0 2 4
Slide 69: Breast Cancer
Breast Cancer See Slide 3, “Forward-Looking Statements, Non-GAAP Financial Information and Other Notices,” for important notices and information.
Slide 70: Despite Treatment Advancements, Breast Cancer Remains a Leading Cause of Death
Despite Treatment Advancements, Breast Cancer Remains a Leading Cause of Death ~$60B Desire for therapies ~330K ~44K with enhanced ~$30B Estimated new US Estimated US efficacy and improved cases in 20231 deaths in 20232 tolerability Estimated Forecasted global market global market size in 20233 size
Slide 71: Expanding Our Portfolio in Breast Cancer
Expanding Our Portfolio in Breast Cancer Roger Dansey Chief Development Officer 71
Slide 72: Innovating With First-in-Class Molecules Targeting Novel Mechanisms
Innovating With First-in-Class Molecules Targeting Novel Mechanisms Agenda Topics Breast Cancer: Collection of Multiple Antibody-Drug Small Molecules Conjugates (ADCs) Diseases1 Clinical Stage Clinical Stage Atirmociclib (PF-07220060) Disitamab vedotin (HER2) (CDK4 inhibitor) Felmetatug vedotin 15–2
Slide 73: Advancing Next-Generation Therapies for HR+ Breast Cancer
Advancing Next-Generation Therapies for HR+ Breast Cancer Atirmociclib Vepdegestrant Establish as next-generation Establish as next-generation cell cycle inhibitor backbone endocrine therapy backbone Comprehensive development program spanning treatment continuum underway Post-CDK4/6i mBC Front line
Slide 74: Atirmociclib: A Potential Best-in-Class, Highly Selective CDK4 Inhibitor
Atirmociclib: A Potential Best-in-Class, Highly Selective CDK4 Inhibitor Palbociclib Ribociclib Abemaciclib Atirmociclib Kinase (Ki, nM) Palbociclib Ribociclib Abemaciclib Atirmociclib CDK4 1.4 6.0 0.3 0.7 Not intended to compare efficacy or CDK6 2.2 26 4.3 23 safety across these molecules CDK4 sele
Slide 75: Atirmociclib: Encouraging Efficacy in Heavily Pre-Treated Patients
UPDATED DATA Atirmociclib: Encouraging Efficacy in Heavily Pre-Treated Patients CDK4i + AI Phase 1 Trial1 Prior lines of therapy 4 (range: 1–11) 60 1.0 Kaplan-Meier Prior CDK4/6i 100.0% 50 estimates of N=33 Best % change in target lesion size 40 Prior chemo for mBC 69.0% 0.9 PFS (95% CI) Probability
Slide 76: Atirmociclib: Potentially Differentiated Safety and Tolerability Profile
Atirmociclib: Potentially Differentiated Safety and Tolerability Profile May Enable More Complete and Continuous Dosing Relative to CDK4/6 Inhibitors Atirmociclib Palbociclib Ribociclib Abemaciclib + FUL1 + FUL2,3,4 + FUL5,6 + FUL7,8 Treatment-Related (N=36) (N=345) (N=483) (N=446) AEs All Grades Gr
Slide 77: Developing Atirmociclib Across Early and Late HR+ Treatment Settings
Developing Atirmociclib Across Early and Late HR+ Treatment Settings Metastatic Breast Cancer Early Breast Cancer US Epi: US Epi: US Epi: ~20K* ~35K* ~220K* Enrolling In planning In planning Phase 3 Phase 3 Phase 2 Atirmociclib + FUL vs Atirmociclib + AI vs Atirmociclib + AI FUL or EVE + EXE SOC (CD
Slide 78: Vepdegestrant: First PROTAC ER-Degrader in Clinical Development
Vepdegestrant: First PROTAC® ER-Degrader in Clinical Development Mechanism of Action of Vepdegestrant1 Vepdegestrant degrades wild-type and ESR1-mutant ER to directly inhibit signaling pathways ~65% Consistent and compelling monotherapy data in heavily pre-treated patients, with favorable safety pro
Slide 79: Vepdegestrant + IBRANCE: Compelling Antitumor Activity
Vepdegestrant + IBRANCE: Compelling Antitumor Activity in Heavily Pre-Treated Patients Vepdegestrant + IBRANCE Phase 1b Trial Preliminary Analysis of PFS in all Patients 100 ESR1 mutation 100 Prior lines of therapy 4 (range: 1–11) 80 90 N Events Median 95% CI Prior CDK4/6i 87% (months) Best % change
Slide 80: Vepdegestrant + IBRANCE: Manageable Safety and Tolerability
Vepdegestrant + IBRANCE: Manageable Safety and Tolerability, Dose Optimization for the Combination Ongoing • Neutropenia managed with standard Most Common TRAEs related to either Vepdegestrant or IBRANCE1 IBRANCE dose reductions • No febrile neutropenia Total (N=46)a n (%) • 3 of 46 patients discont
Slide 81: Developing Vepdegestrant as a Backbone ER-Targeting Therapy
Developing Vepdegestrant as a Backbone ER-Targeting Therapy US Epi: US Epi: US Epi: ~20K* ~35K* ~220K* Second Line mBC Front Line mBC Early Breast Cancer Enrollment Enrolling In planning SLI** enrolling Enrolling complete Phase 3 Phase 3 Phase 3 Phase 1b/2*** Phase 2 Vepdeg vs FUL Vepdeg + CDK4/6i V
Slide 82: TUKYSA: Best-in-Class TKI for HER2+ Breast Cancer
TUKYSA: Best-in-Class TKI for HER2+ Breast Cancer 82
Slide 83: TUKYSA: Overall Survival Benefit and Strong CNS Activity in HER2+ Breast Cancer
TUKYSA: Overall Survival Benefit and Strong CNS Activity in HER2+ Breast Cancer1 1.0 1.0 Up to 50% of patients 0.8 76% 0.8 Up to with HER2+ mBC 50% May develop brain metastases 60% during the course of their 0.6 0.6 disease 45% Median PFS (%) OS (%) 62% 34% Median 0.4 0.4 25% HR=0.66 HR=0.48 0.2 (95
Slide 84: We Continue to Develop TUKYSA as a Backbone TKI in HER2+ Breast Cancer
We Continue to Develop TUKYSA as a Backbone TKI in HER2+ Breast Cancer US Epi: US Epi: ~10K * ~35K * Metastatic Breast Cancer Adjuvant Breast Cancer Approved PFS reached Enrolling Enrolling Phase 2 Phase 3 Phase 3 Phase 3 Tucatinib + cape + Tucatinib + T-DM1 Tucatinib + pert + tras Tucatinib + T-DM1
Slide 85: Breast Cancer Catalysts
Breast Cancer Key near-term catalysts Key longer-term catalysts (anticipated through 1H 2025) (anticipated 2H 2025 and beyond) Phase 3 starts Phase 3 readouts Phase 3 starts Phase 3 readouts At irmoc ic lib + FUL IBRANCE Ve p d e g e s t ra nt + TUKYS A 2L HR+/HER2- mBC HER2+ mBC a t irmoc ic lib *
Slide 86: Hematology–Oncology
Hematology– Oncology Chris Boshoff Chief Oncology Officer See Slide 3, “Forward-Looking Statements, Non-GAAP Financial Information and Other Notices,” for important notices and information.
Slide 87: Pfizer Hematology-Oncology Portfolio
Pfizer Hematology-Oncology Portfolio: Established Blockbuster and Expertise With Substantial Near & Long-Term Growth Opportunities Today’s Focus Antibody-Drug IO Biologics Including Small Molecules Conjugates (ADCs) Bispecific Antibodies Approved Medicines Approved Medicines Approved Medicines Clini
Slide 88: Strengthened Capabilities With the Experience and Scale to Reach Every Patient
Strengthened Capabilities With the Experience and Scale to Reach Every Patient More than Integrated 12+ years 2xincrease Field Medical Teams Reaching more than 55K US Commercial Delivering world-class patients since approval sales team HCP scientific promoting engagement Expanding our breadth and de
Slide 89: Multiple Myeloma: Substantial Need for New Treatments
Multiple Myeloma: Substantial Need for New Treatments to Drive Deeper and Longer Remission or Cure ~$44B ~$29B ~35K ~13K Estimated new US Estimated US cases in 20231 deaths in 20232 Estimated Forecasted global market global market size in 20233 size in 20303 1. Adapted from US CancerMPact Patient Me
Slide 90: ELREXFIO: Potential Bispecific of Choice
ELREXFIO: Potential Bispecific of Choice 1. 61% ORR 37% ≥CR 17.2 mo rates mPFS Deep responses1 T-cell activation 2. Subcutaneous Convenient Predictable Limited 3. Cancer cell hospitalization death administration flexible dosing CRS profile with flat dosing schedule time at start of 1. Bispecific ant
Slide 91: ELREXFIO: Longest Reported mPFS Among BCMA Bispecific Antibodies
ELREXFIO: Longest Reported mPFS Among BCMA Bispecific Antibodies Progression-Free Survival (mPFS) – Overall Population Baseline Characteristics 1.0 0.9 ELREXFIO ELREXFIO TECVAYLI 0.8 MagnetisMM-31 Probability of PFS 0.7 MagnetisMM-3 MajesTEC-1 0.6 Cohort A (N=165)2 0.5 0.4 (n=123)1 0.3 0.2 mPFS of 1
Slide 92: ELREXFIO: Compelling Durability Observed in Heavily Pre-treated Patients
UPDATED DATA ELREXFIO: Compelling Durability Observed in Heavily Pre-treated Patients Overall Duration of Response (DOR) Duration of Response (DOR) – ≥CR Population 100 ELREXFIO 100 ELREXFIO 90 90 MagnetisMM-31 80 MagnetisMM-31 80 70 70 Patients (%) Patients (%) 60 60 50 50 40 40 30 30 20 DOR rate a
Slide 93: ELREXFIO: Executing a Comprehensive Registrational Program
ELREXFIO: Executing a Comprehensive Registrational Program Across Disease Continuum US Epi: US Epi: ~18K* ~31K* Relapsed/Refractory MM Newly Diagnosed MM Enrollment Complete Enrolling Enrolling Enrolling Phase 3 Phase 3 Phase 3 Phase 3 Elranatamab (+/-Dara) Elranatamab vs Elranatamab vs Len Elranata
Slide 94: Hematology-Oncology Catalysts
Hematology-Oncology Key near-term catalysts Key longer-term catalysts (anticipated through 1H 2025) (anticipated 2H 2025 and beyond) Data-driven Phase 3 starts Phase 3 readouts Phase 3 readouts opportunities ELREXFIO ELREXFIO ELREXFIO Potentially differentiated 2L+ Post-CD38 MM Double-class exposed
Slide 95: Next-Generation Oncology Opportunities
Next-Generation Oncology Opportunities Jeff Settleman Chief Scientific Officer See Slide 3, “Forward-Looking Statements, Non-GAAP Financial Information and Other Notices,” for important notices and information.
Slide 96: Pfizer Oncology's Major R&D Hubs
Pfizer Oncology's Major R&D Hubs Bothell, Washington La Jolla, California* *New Pfizer La Jolla R&D Hub expected 2025. 96
Slide 97: Combining Expertise, Technologies, and Molecules to Enhance Discovery
Combining Expertise, Technologies, and Molecules to Enhance Discovery and Development of Potentially Transformative New Cancer Therapies 01 02 03 Using protein Incorporating small Combining from our engineering molecule expertise to newly expanded design capability advance next-generation portfolio
Slide 98: Three Core Modalities Enabled by Deep Technical Expertise and Experience
Three Core Modalities Enabled by Deep Technical Expertise and Experience Antibody–Drug IO Biologics Including Small Molecules Conjugates (ADCs) Bispecific Antibodies • Leading expertise in ADC discovery • ELREXFIO • World-class structure-guided drug has enabled 6 of 11 FDA-approved discovery and med
Slide 99: Next-Generation Antibody-Drug Conjugates
Next-Generation Antibody-Drug Conjugates 99
Slide 100: Pfizer's Substantial Footprint on the Current Landscape of Approved ADCs
Pfizer’s Substantial Footprint on the Current Landscape of Approved ADCs 11 FDA approved ADCs, 5 of which are Pfizer products and 2 more employ licensed Seagen technology 1 additional Pfizer product (disitamab vedotin) approved in China Disitamab vedotin (Approved in China) Urothelial cancer Gastric
Slide 101: Industry Leading ADC Portfolio
Industry Leading ADC Portfolio Advancing Pipeline With Novel Targets & Diversified Linker-Payload Technologies ADCs Next Gen Auristatin ADCs With Novel FDA-Approved Vedotin ADCs in Employing TOPO1 ADCs With Potentially Payload Vedotin ADCs Development Inhibitor Payloads Improved Tolerability Mechani
Slide 102: CEACAM5-Directed ADC With a Potential Best-in-Class Topoisomerase 1 Inhibitor
NEW DATA CEACAM5-Directed ADC With a Potential Best-in-Class Topoisomerase 1 Inhibitor 100 Lung cancer PDXs2 PD Change in relative CEACAM5C (PF-08046050)1 SD tumor volume (%) 50 PR • High prevalence of CEACAM5 CR 0 expression in CRC, NSCLC, gastric, pancreatic tumors; limited normal tissue -50 expre
Slide 103: Novel TOPO1 Inhibitor-Based ADCs Show Superior Anti-tumor Activity vs Deruxtecan
NEW DATA Our Novel TOPO1 Inhibitor-Based ADCs Show Superior Anti-tumor Activity Compared With Deruxtecan (DXd) in Pre-Clinical Models1 Caki-1 EBC1 CTG-0838 Renal Cell Carcinoma Lung Squamous Cell Carcinoma Patient Derived NSCLC Model 1000 1000 1500 Mean tumor volume (mm3) Mean tumor volume (mm3) Mea
Slide 104: 35C (PF-08046044): A Next-Generation CD30-Targeted ADC
35C (PF-08046044): A Next-Generation CD30-Targeted ADC With Potential for Improved Tolerability and Therapeutic Index Hodgkin’s Lymphoma Model: L540cy Well tolerated in 35C (PF-08046044) 1000 Untreated 0 mg/kg preclinical models1 Tumor volume (mm3) 35C 0.3 mg/kg 800 35C 1 mg/kg • CD30-targeted ADC w
Slide 105: PDL1iT (PF-08046037): Unique Antibody Conjugate Approach to Promote Anti-Tumor Immunity
NEW DATA PDL1iT (PF-08046037): Leveraging a Unique Antibody Conjugate Approach to Promote Anti-Tumor Immunity1 Vehicle Small molecule TLR TLR ADC PDL1iT (PF-08046037) 800 600 Significantly (IL6) pg/mL • Delivers a potent immune-stimulating TLR7 decreased agonist to the tumor microenvironment 400 sys
Slide 106: B7H4 ADC (Felmetatug Vedotin): Encouraging Clinical Activity in Breast Cancer
NEW DATA B7H4 ADC (Felmetatug Vedotin): Encouraging Clinical Activity in Breast Cancer and Other Tumors Types in Phase 1 Antitumor Activity in Dose Escalation B7H4V Triple Negative Breast Cancer HR+/HER2- Breast Cancer (felmetatug vedotin) 120 120 PD SoD (maximum % change from PD SoD (maximum % chan
Slide 107: IO Biologics Including Bispecific Antibodies
IO Biologics Including Bispecific Antibodies 107
Slide 108: Expanding our Immuno-Oncology Biologics Pipeline With Innovative New Programs
Expanding our Immuno-Oncology Biologics Pipeline With Innovative New Programs Gamma Delta T Cell Bispecific Lymphotoxin β Receptor Agonist Tumor cell killing Vγ9Vδ2 T cell EGFR+ tumor cell Anti-Vγ9Vδ2 Anti-EGFR Exclusive license to develop and commercialize T cell bispecific antibody Tetravalent ant
Slide 109: EGFRd2 (PF-08046052): Potential First-in-Class Bispecific Gamma Delta T Cell Therapy
NEW DATA EGFRd2 (PF-08046052): Potential First-in-Class Bispecific Gamma Delta (γδ) T Cell-Targeted Therapy for Solid Tumors EGFRd2 (PF-08046052) NSG KRASmt CRC Model1,2 • Binds EGFR and γδ T cells, activates 100 PBS PBMC and delivers γδ T cells to tumor 75 PBMC + bispecific VHH Survival (%) (0.5 mg
Slide 110: αLTβR (PF-07329640): Activating the Lymphotoxin-β Receptor
αLTβR (PF-07329640): Activating the Lymphotoxin-β Receptor, a Highly Differentiated Approach to Immunotherapy Tertiary Lymphoid Structures (TLS) TLS Induction/Formation by αLTβR 1 • Immune cell aggregates resembling secondary lymphoid organs • Reported in several types of solid tumors • Accumulating
Slide 111: Next-Generation Small Molecules
Next-Generation Small Molecules 111
Slide 112: PF-07104091: First-in-Class CDK2-Selective Inhibitor
NEW DATA PF-07104091: First-in-Class CDK2-Selective Inhibitor1 CDK2 + CDK4 Inhibitor Combination Shows Synergistic Activity in Preclinical Models Cell Cycle Progression HCC1428 CDK4/6i Naïve ST941 Palbociclib-Resistant PDX Vehicle Palbociclib 10 BID CDK4i 60 BID Palbociclib 10 QD + Fulv QD‡ CDK2i 15
Slide 113: Next-Generation Brain-penetrant BRAFi (PF-07799933)
NEW DATA Next-Generation Brain-penetrant BRAFi (PF-07799933): Designed to Address Limitations of Currently Approved BRAF Inhibitors Mechanism of Action Preclinical Data BRAF V600E, 1000 Control BID subcutaneous 500 encorafenib 20 mpk QD 39% of melanoma patients harbor a BRAF mutation % tumor volume
Slide 114: KAT6i (PF-07248144): First-in-Class Inhibitor for HR+ Breast Cancer
KAT6i (PF-07248144): First-in-Class, Potent, Selective Inhibitor for HR+ Breast Cancer Mechanism of Action PF-07248144 Suppresses ER Expression In Vivo (Murine Xenograft) • KAT6A inhibition represses ER transcription to overcome Vehicle 3 mpk oral ESR1 mutants that confer resistance to ET ER (IHC) •
Slide 115: KAT6i: Encouraging Phase 1 Clinical Data
NEW DATA KAT6i: Encouraging Phase 1 Clinical Data KAT6i (5 mg QD) + Endocrine Therapy in Post-CDK4/6i Metastatic Breast Cancer1 Prior lines of therapies for mBC 1 (range: 1-6) 100 mPFS 7.5 m (5.3, 11.1) (N=43) Prior CDK4/6i 100% Best % change from baseline in sum of diameters for 90 80 Prior endocri
Slide 116: Early Clinical / Preclinical Pipeline Includes Highly Differentiated First-in-Class Molecules
Early Clinical / Preclinical Pipeline Includes Highly Differentiated First-in-Class Molecules CD30 Tripeptide MMAE Lymphoma CEACAM5 TOPO1 Solid tumors PDL1-Vedotin Solid tumors B7H4-Vedotin Solid tumors Integrin αV/β8 Solid tumors CD70 MDS, AML EGFR-γδ T cell bispecific Solid tumors ADC CD228-Antica
Slide 117: Go-to-Market Impact Executional Excellence
Go-to-Market Impact Executional Excellence Suneet Varma Commercial President Pfizer Oncology See Slide 3, “Forward-Looking Statements, Non-GAAP Financial Information and Other Notices,” for important notices and information.
Slide 118: 2.3M People living with cancer treated with Pfizer products
In 2023 2.3M People living with cancer treated with Pfizer products* *Includes Pfizer Oncology and Pfizer Hospital Unit sterile injectables/cytotoxics, excludes legacy Seagen products. 118 Nearly 1M patients treated with Pfizer Oncology Innovative Medicine and Biosimilars. See Appendix for additiona
Slide 119: Our Best of Both Fully Operational Commercial Organization
Our "Best of Both" Fully Operational Commercial Organization Boosts Capabilities and Share of Voice US Commercial Workforce 60:40 Pfizer:Seagen Distribution of Workforce Across the US 40% 40% US – West Coast Seagen 50% US – East Coast 60% Pfizer US – Field/Other 10% Teams focused by tumor type to dr
Slide 120: Pfizer Oncology Revenue has Outpaced Industry Growth Over the Past Decade
Pfizer Oncology Revenue has Outpaced Industry Growth Over the Past Decade +19% Revenue CAGR vs Oncology industry revenue CAGR ~10% 1 2014 2023 1. Source: Evaluate Pharma. CAGR, compound annual growth rate. 120
Slide 121: Strong Growth Anticipated Through 2030 Driven By Inline and Pipeline Medicines
Strong Growth Anticipated Through 2030 Driven By Pfizer Oncology Inline and Pipeline Medicines Approximate Risk-Adjusted Revenue Split 2023 – 2030* 2023 Inline products Pipeline Pfizer Oncology has the potential to be ~35% a growth engine in the second half of the decade (2025 onwards), catalyzed ~6
Slide 122: Shifting Toward a More Balanced Portfolio Mix With More Biologics by 2030
Shifting Toward a More Balanced Portfolio Mix, With a Potential 10-Fold* Increase in Proportion of Revenue From Biologics Projected by 2030 Approximate Risk-Adjusted Revenue Split 2023 – 2030* Small Molecules Biologics 6% Pfizer Oncology biologics segment ~35% expected to be driven by the increased
Slide 123: By 2030, Pfizer's Current Pipeline Could Potentially Deliver 8+ Blockbusters
By 2030, Pfizer’s Current Pipeline Could Potentially Deliver 8+ Blockbusters+ Approximate Risk-Adjusted Revenue Split 2023 – 2030+ GU Heme Thoracic Breast Other* Select Potential Estimated US Patient Growth Drivers Populations (2023)1 Breast HR+/HER2- Breast HER2+ Breast • ~220K Early stage ~35K Ear
Slide 124: Driving Growth Through Potential Near-Term Launches
Driving Growth Through Potential Near-Term Launches* Potential Medicine Anticipated Indication+ Clinical Trial Launch Year NME Vepdegestrant 2L ER+ mBC VERITAC-2 2025 NME Atirmociclib 2L HR+/HER2- mBC FourLight1 2026 Breast TUKYSA 1L HER2+ Maintenance mBC HER2CLIMB-05 2026 IBRANCE 1L HER2+ mBC PATIN
Slide 125: Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated
Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated 125
Slide 126: Highlights of the Pfizer In-Line Oncology Portfolio: IBRANCE
Highlights of the Pfizer In-Line Oncology Portfolio • IBRANCE remains the US market leader in CDKi class, with 50+% 1L TRx share • Competitive headwinds continue • International independent Phase 2 PARSIFAL-LONG showed 1L OS >60 months for IBRANCE in combination with endocrine therapy1 • First of ma
Slide 127: Highlights of the Pfizer In-Line Oncology Portfolio: PADCEV
Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated • Nearly 20,000 eligible US patients following 1L full approval • +60% YOY (FY23 vs FY22) revenue growth in US • Broad adoption across Community Clinics • Potential mega-blockbuster opportunity See full prescribing informat
Slide 128: Highlights of the Pfizer In-Line Oncology Portfolio: XTANDI
Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated • First & only ARI approved to treat 4 types of advanced prostate cancer ~123,000 eligible patients in US • +11% YOY (FY23 v FY22) total demand growth in US • New EMBARK important opportunity in earliest setting (nmCSPC wit
Slide 129: Highlights of the Pfizer In-Line Oncology Portfolio: TALZENNA
Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated • 15,000 patients eligible in US (HRRm mCRPC) • 2H 2023 run rate doubled 1H 2023 • EU "first & only" PARPi + XTANDI approval for adult patients with mCRPC, with or without gene mutations • Anticipate ~18 country launches in
Slide 130: Highlights of the Pfizer In-Line Oncology Portfolio: ELREXFIO
Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated • 5L+ triple class exposed relapse refractory MM (FDA label): ~1,700 treatment- eligible patients in US for the indicated population • Sales momentum continues to build • Phase 2 MagnetisMM-3: mPFS of 17.2 months reported,
Slide 131: Highlights of the Pfizer In-Line Oncology Portfolio: ADCETRIS
Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated • ~14,000 eligible patients across Hodgkin’s disease & PTCL in US • +19% YoY (FY23 vs FY22) revenue growth in US • ADCETRIS + AVD remains standard of care in the frontline setting for patients with Stage III/IV cHL with 6-y
Slide 132: Highlights of the Pfizer In-Line Oncology Portfolio: LORBRENA
Highlights of the Pfizer In-Line Oncology Portfolio, Strong 2024 Anticipated • 1L ALK+ NSCLC, ~3,600 treatment eligible patients in US • +62% YOY (FY23 v FY22) revenue growth globally • Anticipate potentially practice changing, 5-year data readout from CROWN trial in 2024 See full prescribing inform
Slide 133: New Pfizer Oncology: Reaching Every Last Patient Faster
New Pfizer Oncology: Reaching Every Last Patient Faster, Through Rapid and Seamless Execution Nearly triple the customer-facing footprint* Operations in >100 countries around the world Cross-training Increased US International Emerging share of voice developed markets markets Scaled Centers of Excel
Slide 134: New Pfizer Oncology Go-to-Market Engine Poised to Execute Flawlessly
New Pfizer Oncology Go-to-Market Engine Poised to Execute Flawlessly Priorities Talent & Retention >> Enhance Capabilities Business Continuity >> Minimize Disruption Commercial Excellence >> Drive Performance 134
Slide 135: Oncology Innovation Day Q&A
Oncology Innovation Day Q&A 0 2 . 2 9 . 2 0 2 4
Slide 136: Summary
Summary Chris Boshoff Chief Oncology Officer See Slide 3, “Forward-Looking Statements, Non-GAAP Financial Information and Other Notices,” for important notices and information.
Slide 137: Key Oncology Catalysts Anticipated Through 1H 2025
Key Oncology Catalysts Anticipated Through 1H 2025 Phase 3 Phase 3 Early-Stage Commercial Data Readouts Study Starts Pipeline P ADCEV launch Ve p d e g e s t rant At irmoc ic lib FIP of 8+ NMEs across LA/mUC (EV-302) 2L ER+ mBC (VERITAC-2) 2L HR+/HER2- mBC small molecules and biologics, including 4
Slide 138: Additional Pivotal Readouts Anticipated 2H 2025 and Beyond
Additional Pivotal Readouts Anticipated 2H 2025 and Beyond to Drive Longer-Term Sustainable Growth Mevrometostat Mevrometostat Disitamab Genitourinary TALZENNA PADCEV PADCEV Post-abi Treatment-naïve vedotin Cancer HRRm mCSPC mCRPC mCRPC 1L HER2+ mUC Cis-eligible MIBC Cis-ineligible MIBC Sigvotatug S
Slide 139: Accelerating Breakthrough Therapies Through the Power of Combined Expertise
Accelerating Breakthrough Therapies Through the Power of Combined Expertise, Broad Portfolio, and Global Scale Strengthening core business 2030 Goals 2x patients reached Driving longer-term sustainable growth 8+ blockbuster medicines ~65% business from biologics Propelling next wave of Oncology inno
Slide 140: Pfizer
= Pfizer
Slide 141: Appendix
Appendix The patients treated metric is calculated from Pfizer and third-party datasets. This estimate does not include Seagen patients treated. Figures may be limited given the coverage provided by external sources (e.g., calendar duration, geographic and product coverage) and are subject to change