Astrazeneca Pharma India Limited · NSE:ASTRAZEN
Astrazeneca Pharma India — Shareholder Meeting (August 2020)
30 slides from Astrazeneca Pharma India's shareholder meeting presentation, Aug 10, 2020
Slide 1: 41st AGM
41st AGM Gagan Singh 10-08-2020
Slide 2: Disclaimer
DISCLAIMER This presentation by AstraZeneca Pharma India Limited (the “Company”) is solely for general information purposes only and may not be taken away, distributed, reproduced, or passed on, directly or indirectly, to any other person or published in whole or in part, in any manner. This present
Slide 3: The Levers That Enable Our Progress
The Levers That Enable Our Progress Strategic Priorities 1 2 3 Delivering Accelerate Be a great growth and innovative place to work therapy area science leadership 3
Slide 4: Contents
Contents 1 Global Update 2 India Macroeconomy and Market Overview 3 AZPIL Update 4 COVID-19 Response 5 Therapy Area Updates 6 Sustainability 7 Great Place to Work 4
Slide 5: Global Update
Global Update 5
Slide 6: Global R&D efforts in responding to COVID-19
Global R&D efforts in responding to COVID-19 Investigating potential COVID-19 diagnostic Develop & distribute COVID-19 monoclonal treatments potential vaccine antibody research Collaboration with GSK and Exploring how our Cambridge University to support Landmark collaboration with Research partnersh
Slide 7: Continued Pipeline Progress
Continued Pipeline Progress Highlights from the late-stage development 7 :Global H12020 Presentation, conference call and webcast for investors and analysts Source 7 Launches in India are subject to market potential. Regulatory approval and commercial viability
Slide 8: H1 2020: total revenue +14%; new medicines leading
H1 2020: total revenue +14%; new medicines leading Increasing contribution from newest launch medicines bodes well 8 Source :Global H12020 Presentation, conference call and webcast for investors and analysts Launches in India are subject to market potential. Regulatory approval and commercial viabil
Slide 9: India Market Overview
INDIA MARKET OVERVIEW 9
Slide 10: Macroeconomic Indicators and Healthcare IPM
Macroeconomic Healthcare IPM Bounce back expected Indicators Still a ground to cover for Government HC spend to reach ~2.5% of GDP by 2025 in FY 2021 • Total HC spend as % of GDP : 3.6% IPM MAT March ’20 growth at 10.8% impacted by COVID while estimates projected a 9.3% growth till 2024 • Ayushman B
Slide 11: AZPIL
AZPIL 11
Slide 12: Committed to impact patient lives with upcoming launches
Committed to impact patient lives over next few years with upcoming launches Lynparza Imfinzi- HCC- Imfinzi-SCLC PROFOUND HIMALAYA Lynparza-PAOLA ADAURA Lynparza-POLO Acalabrutinib Tremelimumab Oncology MCL/ CLL Roxadustat Brilinta-THEMIS DAPA-HF Lokelma DAPA-CKD Qtern CVRM SYGMA FASENRA RIA 12 Laun
Slide 13: AZ Growth Significantly above the IPM growth of 10.8%
AZ Growth Significantly above the IPM growth of 10.8% 35.0% 30.0% 25.0% 20.0% 15.7% 15.0% 10.0% 10.8% 5.0% 0.0% Q1 MAT 18 Q2 MAT 18 Q3 MAT 18 Q4 MAT 18 Q1 MAT 19 Q2 MAT 19 Q3 MAT 19 Q4 MAT 19 Q1 MAT 20 INDIAN MNC IPM AZ ACTIVE+ Partner AZ Active + Partner w/o Axcer Quarters in the above table refer
Slide 14: Financial Snapshot of FY 2019-20
Financial Snapshot of FY 2019 -20 ₹ 801. 3 Cr 17% 32.6% Sales Revenue PAT Growth Growth 14 Source: AZPIL Annual Report FY19-20 https://www.astrazeneca.in/content/dam/az-in/pdf/2020/Annual%20Report%202019- 20.pdf
Slide 15: COVID-19 Response
COVID-19 Response Our priorities have been to ensure uninterrupted Supply of Medicines, Safeguarding the Health of our Employees & Adjoining Communities 15
Slide 16: Caring for our Community and Ecosystem
Caring for our Community and Ecosystem ❑ 9 Million+ masks donated worldwide ❑ Clinical experience sharing webcasts with top experts, academicians from China in treating and caring for COVID-19 patients ❑ 75,000 N95 Masks donated to Centre and State Authorities in India ❑ 6000+ HCPs part of the inter
Slide 17: Caring for our Patients & Employees during the COVID outbreak
Caring for our Patients & Employees during the COVID outbreak Uninterrupted availability of medicines COVID related support to employees for our patients ❑ Effective finished goods inventory management ❑ OPD and Hospitalization Cover ❑ Robust business continuity planning ❑ Digital Counselling and On
Slide 18: Therapy Area Updates
THERAPY AREA UPDATES 18
Slide 19: Oncology
ONCOLOGY 19
Slide 20: Continuing the robust growth in Oncology
Continuing the robust growth in Oncology Oncology BU is growing by 80%1 YTD March Growth Sales INR Mn Over SPLY ▪ Onco portfolio FY 19-20: ~Rs 182 Cr 930.8 93% ▪ 2nd fastest growing company in oncology segment (IPSOS MAT June 2019) 91.9 NA ▪ Tagrisso- New standard of treatment in 1st 256.7 698% line
Slide 21: Ticagrelor
TICAGRELOR 21
Slide 22: Brilinta facing stiff competition but continues to lead the market
Brilinta facing stiff competition but continues to Lead the Market Value MS stabilizing in Jan-Mar post LoE* 24.1% 23.5% • TICA YTD Mar’20: Rs ~187 Cr 22.6% (degrows by ~ 7% over YTD Mar’19) - 17.6% price drop from Oct’19 and 15.9% subsequent loss of partner sales 13.1% 13.8% 13.9% 10.7% 10.6% 9.1%
Slide 23: Diabetes
DIABETES 23
Slide 24: Diabetes Portfolio Contributed 38% of AZ Revenue
Diabetes Portfolio Contributed 38% of AZ Revenue Big News: DAPA-HF ▪ Dapa Franchise YTD Mar’20 sales: ~Rs 262 Cr ▪ Dapa the first in class drug to have an FDA approval for hHF prevention and treatment : DAPA-HF ▪ Dapa Franchise Growth: 24% over YTD Mar’19 ▪ DAPA-HF approved by DCGI in July – Dapagli
Slide 25: Sustainability
SUSTAINABILITY 25
Slide 26: Accessible Science For Larger Social Transition
Accessible Science For Larger Social Transition A three-pronged approach to making science accessible and sustainable for the society Ganga Godavari Young Health Cancer Screening Programme 1 Access to Healthcare 4,000 400,000 2 Environmental Protection Beneficiaries in Phase-1 Youth Reached 3 Ethics
Slide 27: Accelerating Adoption of Innovative Healthcare Technologies
Accelerating Adoption of Innovative Healthcare Technologies Partnership with NASSCOM Centre of Excellence • Frugal innovation for diagnosis and management of NCDs* • Induction of three startups: • Predible Health – AI augmented cancer insights • Ten3T – Real-time vitals monitoring • Pathshodh – Poin
Slide 28: Great Place to Work
Great Place to Work 28
Slide 29: We work every day to be considered among the top employers of choice
We work every day to be considered among the top employers of choice Internal Assessment External recognition Pulse Score Trend ❑ Certified a Great Place to Work by GPTW Institute for the second consecutive year 91 87 ❑ Recognised among Top 100 Best Companies for 84 82 Women by the Working Mother &
Slide 30: Confidentiality Notice
Confidentiality Notice This file is private and may contain confidential and proprietary information. If you have received received this this file file in in error, error, please please notify us and remove it from your system and note that you must not copy, distribute or take any action in relianc
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