Hikma Pharmaceuticals Plc · LSE:HIK
Hikma Pharmaceuticals — 40th Annual JP Morgan Healthcare Conference (January 2022)
20 slides from Hikma Pharmaceuticals's conference presentation, January 2022
Slide 1: Better health. Within reach. Every day.
Better health. Within reach. Every day. Hikma Pharmaceuticals PLC JP Morgan Healthcare Conference January 2022
Slide 2: Disclaimer
Disclaimer Save to the extent required by law, neither Hikma Pharmaceuticals PLC nor any of its affiliates (Hikma), nor any other party, is under any duty to update or inform you of any changes to such information. In particular, it should be noted that the financial information relating to Hikma co
Slide 3: How does Hikma look today
How does Hikma look today Strong foundation to deliver long-term sustainable growth High-performing US Gx Leading Injectables business >fourfold increase in core operating Broad portfolio and high-quality, flexible profit since Roxane acquisition in 2016 manufacturing Operational and quality excelle
Slide 4: Delivering strong organic growth while maintaining low leverage
Delivering strong organic growth while maintaining low leverage Core revenue Core EBITDA Leverage (millions) (millions) (millions) +7% CAGR +13% CAGR $605 $2,341 $2,203 $674 $546 $2,076 $1,936 $593 $549 $468 $361 26% 27% 29% $242 24% 1.1x 0.9x 0.7x 7% 6% 6% 0.4x -1% 2017 2018 2019 2020 2017 2018 201
Slide 5: Positioning Hikma for long-term success
Positioning Hikma for long-term success 2024 and beyond • Ensuring timely execution of in-house and BD pipeline • Establishing a best-in-class commercial platform to support Driving sustainable specialty and biosimilars long-term growth • Building adjacencies such as a compounding portfolio • Toppin
Slide 6: Injectables
Injectables
Slide 7: Our Injectables business today
Our Injectables business today Top 3 US operator with strong growth in Europe and MENA 2020 2021 Injectables Injectables Top 2 generic Injectables Guidance manufacturer by volume in the US 2020 revenue: $977 million 5 manufacturing sites around the world Mid-single digit 2020 revenue growth core ope
Slide 8: Leveraging our injectables expertise to grow the business
Leveraging our injectables expertise to grow the business Leveraging Hikma’s quality Expanding our and commercial Integrating pipeline through strengths to tap Custopharm inhouse BD Diversifying into adjacent acquisition1 opportunities customer base markets Investing in R&D to strengthen Investing i
Slide 9: Executing our biosimilar strategy
Executing our biosimilar strategy Building a synergistic portfolio in the US Expanding our pipeline through inhouse R&D and BD opportunities Building a portfolio of highly complementary biosimilar products in the US through partnerships Market size of $10 billion1 Combined market size of $4 billion1
Slide 10: 503B Sterile Compounding
503B Sterile Compounding An important new adjacency Leveraging Hikma’s expertise, commercial strength and reputation for quality and reliability Pharmacists, physicians & nurses 503B est. Hospital Why a Hikma want and need medicines in opportunity? available market1 ready-to-administer formats We ha
Slide 11: Generics
Generics
Slide 12: Our Generics business today
Our Generics business today Top 10 player with a diversified portfolio 2020 2021 Generics Top 10 generic non-injectable Generics manufacturer in the U.S.2 Guidance 2020 revenue: Differentiated generics and specialty $744 million Revenue in the brands driving significant value range of 2020 $810 mill
Slide 13: Investing in our Generics business
Investing in our Generics business Ensuring growth in a competitive market • Continued focus on improving the bottom Building on our line through operational efficiencies strong base Specialty • Focus on product selection through Protect the base internal R&D and BD to offset industry and enhance th
Slide 14: Growing our Specialty business
Growing our Specialty business Diversifying our portfolio to ensure long-term growth Specialty products will become an increasingly large contributor to sales as we continue to partner, develop products in house, and invest in our commercial infrastructure Hikma Specialty portfolio Commercial Pipeli
Slide 15: Branded
Branded
Slide 16: Our Branded business today
Our Branded business today 2020 2021 Branded Fifth largest pharmaceutical Branded company in MENA Guidance 2020 revenue: 23 manufacturing sites $613 million across the region 2020 18 markets Mid-single digit core operating profit: revenue growth $126 million 5,700 employees, including over 2,000 in
Slide 17: Delivering growth in Branded through a focused strategy
Delivering growth in Branded through a focused strategy Strategy Opportunity Continued expansion of our Tier 1 markets and Tiering the markets development of our Tier 2 and 3 markets Focus R&D and partnership opportunities on high Focus on key therapeutic areas value TAs, such as CNS, cardiovascular
Slide 18: Summary
Summary
Slide 19: Our Pipeline is key to our future growth
Our Pipeline is key to our future growth Key focus areas for the upcoming years Group pipeline of 282 molecules1 Filed More complex/specialty products 161 products Biosimilars Co-development opportunities 84 17 60 Injectables Branded Generics Injectables Increased complexity (drug/device combination
Slide 20: A strong investment case
A strong investment case Platform for future growth and a track record of success Excellent financial A clear ambition A solid platform discipline with a to strengthen our A proven track for growth across strong balance business through record of delivering all three sheet and portfolio value for bu
Hikma Pharmaceuticals — 40th Annual JP Morgan Healthcare Conference (January 2022) on 6ix