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: IO and NAO
Novo Nordisk® IO and NAO Doug Langa EVP North America Operations Mike Doustdar EVP International Operations 7 MARCH
Slide 2: Forward-looking statements
2 IO and NAO Commercial execution 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 o
Slide 3: Strategic aspirations 2025
3 IO and NAO Commercial execution Novo Nordisk® Strategic aspirations 2025 • Further raise the innovation-bar for diabetes treatment therapeutic focus • Progress towards zero environmental impact • Develop a leading portfolio of superior treatment Innovation and solutions for obesity • Being respect
Slide 4: North America Operations growth has accelerated in recent years
4 IO and NAO Commercial execution Novo Nordisk® North America Operations growth has accelerated in recent years North America Operations reported sales per therapy area 0% 3% 1% 3% 14% 21% 54% DKK billion 150 137 +15% CAGR 100 91 67 58 57 60 61 50 0 2017 2018 2019 2020 2021 2022 2023 Insulin GLP-1 R
Slide 5: Multiple key challenges and opportunities in NAO in the coming years
5 IO and NAO Commercial execution Novo Nordisk® Multiple key challenges and opportunities in NAO in the coming years Challenges Healthcare reforms Managing supply Intensifying competition situation and patent expiration Opportunities Strengthening Diabetes Offerings in new diseases Transforming Obes
Slide 6: Executing a growth strategy in NAO while managing healthcare reforms
6 IO and NAO Commercial execution Novo Nordisk® Executing a growth strategy in NAO while managing healthcare reforms Healthcare reforms are a part of doing business in the US Planning for future growth Year Key launches Medicare Modernisation Act 2003 - Establishes Medicare Part D 2017-2020 Transfor
Slide 7: International Operations has continued its double-digit growth trajectory
7 IO and NAO Commercial execution Novo Nordisk® International Operations has continued its double-digit growth trajectory International Operations reported sales per therapy area 5% 7% 11% 10% 14% 13% 16% DKK billion 100 96 +10% CAGR 86 74 66 62 54 55 50 0 2017 2018 2019 2020 2021 2022 2023 Insulin
Slide 8: Managing supply, competition and macroeconomic instability while bringing innovation across International Operations
8 IO and NAO Commercial execution Novo Nordisk® Managing supply, competition and macroeconomic instability while bringing innovation across International Operations Challenges Managing supply Increasingly Macroeconomic and situation competitive market political instability Opportunities Building the
Slide 9: Reaching even more patients with a broad presence and broad portfolio
9 IO and NAO Commercial execution Novo Nordisk® Reaching even more patients with a broad presence and broad portfolio ILLUSTRATIVE Near-term Mid-term Long-term CagriSema Ziltivekimab EMEA Insulin icodec Mim8 Etavopivat IcoSema Region China Insulin portfolio Insulin icodec Ocedurenone Insulin icodec
Slide 10: Closing remarks
Novo Nordisk® Closing remarks IO and NAO are positioned for future growth NAO focused on maximising the semaglutide opportunity while managing healthcare reforms IO focused on driving growth by reaching more patients with innovative portfolio of treatments