Csl Limited · ASX:CSL
Csl — 2020 JP Morgan Healthcare Conference
18 slides from Csl's conference presentation, Jan 14, 2020
Slide 1: 2020 JP Morgan Healthcare Conference Presentation
For personal use only For immediate release 14 January 2020 2020 JP MORGAN HEALTHCARE CONFERENCE PRESENTATION CSL Limited (ASX:CSL; USOTC:CSLLY) Please find attached CSL Limited’s presentation at the 2020 JP Morgan Healthcare Conference. Fiona Mead Company Secretary CSL (ASX:CSL) is a leading global
Slide 2: CSL Limited - JP Morgan Conference
For personal use only CSL Limited JP Morgan Conference - January 13, 2020 Paul Perreault, CEO and MD
Slide 3: Legal Notice: Forward looking statements
After struggling for years to get an accurate diagnosis, hereditary Legal Notice angioedema (HAE) patient Kathrin Schoen For personal use only is working to ensure Forward looking statements the next generation of The materials in this presentation speak only as of the date of these materials, and i
Slide 4: CSL Today
CSL Today Current 5th Largest Global Biotech Industry Themes For personal use only 1 Global #1 in plasma therapies • $30 billion industry Plasma Supply Growth 2 Global #2 in influenza vaccines • $6 billion industry Robust Ig demand Strong Market Position • Revenues ~$8.5bn into 100+countries Influen
Slide 5: FY19 Highlights
FY19 Highlights For personal use only Strong Balanced Executing to Ig Growth well Expanding Compelling Business Regional Plan on New Above Market Market real-world Performance Growth Launches Presence effectiveness through New influenza Affiliates vaccine data 4 | Driven by Our Promise™
Slide 6: CSL Behring Portfolio
CSL Behring Portfolio For personal use only • Strong underlying market growth Ig • Disciplined approach to market expansion • Growth driven by volume and mix improvements • Market leadership with IDELVION® in key markets Coagulation • Additional launch opportunities for AFSTYLA® / IDELVION® • Life-c
Slide 7: Immunoglobulin Market
Immunoglobulin Market For personal use only Market Dynamics Global IG Volume by Indication 8% Growth • Increasing awareness and diagnosis • Growth in PID and CIDP Other 21% PID • Expanding usage for SID 28% • Potential new indications MG 5% ITP • Continued market supply tightness 6% SID CIDP 16% 24%
Slide 8: HIZENTRA indication for CIDP
HIZENTRA® indication for CIDP For personal use only Approved March ‘18 US & EU Approved March ‘19 Japan Experience IV-related 5x as many patients said Interest & Awareness HIZENTRA® Have venous systemic adverse reactions they felt fewer side effects with HIZENTRA® Remains High access issues does not
Slide 9: CSL Behring on Track to Become Market Leader in CIDP
CSL Behring on Track to Become Market Leader in CIDP For personal use only 40 35 % Patient Share (US, 5EU, JP) 30 25 20 15 10 5 0 Q1 17 Q2 17 Q3 17 Q4 17 Q1 18 Q2 18 Q3 18 Q4 18 Q1 19 Q2 19 CSL Behring Competitor A Competitor B Competitor C Competitor D Source: Data on file 8 | Driven by Our Promise
Slide 10: IDELVION Prophylaxis Market Leadership
IDELVION® Prophylaxis Market Leadership For personal use only 45% 39% 40% 38% 40% 37% 35% 35% 30% 33% Patient Share 29% 25% 25% 20% 21% 17% 15% 10% 5% 0% Q1 17 Q2 17 Q3 17 Q4 17 Q1 18 Q2 18 Q3 18 Q4 18 Q1 19 Q2 19 IDELVION® Idelvion Competitor A Competitor B All Other Based on 5 major markets (US, J
Slide 11: KCENTRA Growth in US
KCENTRA® Growth in US For personal use only KCENTRA® • KCENTRA® remains the first and only FDA 250 approved 4F-PCC for reversing patients on warfarin 200 • KCENTRA® is supported by multiple clinical guidelines as the preferred reversal agent 150 Units (Millions) • KCENTRA® growth driven by: 100 – Pe
Slide 12: Innovation for Future Growth
Innovation for Future Growth For personal use only • Sickle Cell Anaemia – CSL200 (lentiviral stem cell gene therapy), CSL889 (Hemopexin) • Contact-Mediated Thrombosis – CSL312 Garadacimab Immunology and Haematology Cardiovascular (Anti-Factor XIIa) Neurology and Thrombosis Respiratory and Metabolic
Slide 13: Transplant Strategy
Transplant Strategy For personal use only 1. Reduce Complications (e.g. AMR) IVIG, C1-INH, anti-IL6 SOT 2. Improve Organ Function AAT, C1-INH 3. Organ Availability and Viability 2018 2023 2028 2033 Unmet Needs & Leadership Opportunities 1. Reduce Complications (e.g. GVHD) AAT 2. Adjunct T-Cell Thera
Slide 14: CSL112 ApoA-1 – Progressing Well
CSL112 ApoA-1 – Progressing Well For personal use only • Study enrolment is active in >45 countries and progressing well CSL112 – particles PMDA approval for Japan to join trial • Independent Data Monitoring Committee – no safety concerns ABCA1 transporter Intracellular cholesterol • First futility
Slide 15: Seqirus Product Portfolio
Seqirus Product Portfolio For personal use only High-risk Standard risk populations Seasonal Adjuvanted TIV / QIV seasonal TIV / QIV Pandemic Egg Based Cell Based Influenza Science 14 | Driven by Our Promise™
Slide 16: Influenza Vaccine Market Evolving
Influenza Vaccine Market Evolving For personal use only • Global influenza vaccine market volumes between 500-600 million doses – 150 million doses distributed in US* in 2018-2019 season – Slow future growth, largely due to ageing population • Seasonal global market value ~US$4B • Differentiation a
Slide 17: Growth Catalysts
Growth Catalysts Outperformance Drivers For personal use only PLASMA PROTEINS • Ongoing robust demand • Commercialization of 5 global product launches • Grow China business • R&D pipeline INNOVATION • Cardiovascular disease, transplant, gene therapy INFLUENZA • Product differentiation – FLUCELVAX® E
Slide 18: Contact
CSL Limited Contact For personal use only Mark Dehring VP Investor Relations +61 3 9389 3407 mark.dehring@csl.com.au