Pfizer, Inc. · NYSE:PFE
Pfizer — Investor Day (September 2020)
33 slides from Pfizer's investor day presentation, Sep 14, 2020
Slide 1: Vaccines
Vaccines Pfizer Confidential 1
Slide 2: Forward-Looking Statements and Other Notices
Forward-Looking Statements and Other Notices Our discussions during Pfizer’s Investor Day include forward-looking statements about our anticipated future operating and financial performance, business plans and prospects; expectations for our product pipeline, in-line products and product candidates,
Slide 3: Vaccines Leadership Team
Vaccines Leadership Team Nanette Cocero, Ph.D. Kathrin Jansen, Ph.D. Luis Jodar, Ph.D. William Gruber, M.D. Global President, Senior Vice President & Chief Medical & Senior Vice President, Vaccines Head of Vaccine R&D Scientific Affairs Officer, Vaccine Clinical R&D Vaccines 3
Slide 4: Building Global Leadership in Vaccines
Building Global Leadership in Vaccines Growing our Portfolio Fueling the R+D Engine Helping Protect More Lives 5 products 9 +36% Clinical Development Programs Across 7 Different Infectious 2019 FY vs. 2015 FY Diseases Advancing Generating Strong Delivering at Scale Scientific Innovation* Revenue 1B+
Slide 5: A Robust Pipeline, With the Potential to Launch Innovative Vaccines by 2025
A Robust Pipeline, With the Potential to Launch 6 Innovative Vaccines by 2025 Pediatric/Adolescent Adult Maternal In line PCV20 RSV Pentavalent Meningococcal C. difficile Phase 3 COVID-19 Phase 2 Lyme RSV Group B Strep Seasonal influenza using potentially transformative mRNA platform Select Pre-Clin
Slide 6: Our Goal: Launch New Products in the Next Years to Protect ~800 Million More Lives
Our Goal: Launch 6 New Products in the Next 5 Years to Protect ~800 Million More Lives, Subject to Regulatory Approval* A Strong, Diversified Portfolio Potential to Help Protect ~800M More Lives is Projected to Drive Growth by 2028* Projected Vaccines Revenue Contribution over Time Expected Potentia
Slide 7: Pneumococcal Conjugate Vaccine 20 Valent (PCV20)
Pneumococcal Conjugate Vaccine 20 Valent (PCV20) Potential For Broadest Pneumococcal Conjugate Vaccine Coverage 7
Slide 8: Pneumococcal Disease Remains a Substantial Cause of Death in Adults and Children
Pneumococcal Disease Remains a Substantial Cause of Death in Adults and Children Even in Light of Successful Vaccines Global Adult Burden US Adult Burden of Global Pediatric US Pediatric Burden of Disease1 Disease2 Burden of Disease3 of Disease4 500K ~250K ~320K 2 million + Annual deaths, Annual hos
Slide 9: PCV20 Expected to Address Significant Proportion of Remaining Invasive Pneumococcal Disease
Relative to PCV15, PCV20 Expected to Address a Significant Proportion of the Remaining Invasive Pneumococcal Disease (IPD, US data), Subject to Regulatory Approval Adult Pediatric 8 8 Adults ≥65, % IPD coverage (US) Children <5, % IPD coverage (US) 2015-2016 2015-2016 60% +131% 60% +168% +33% +42% 5
Slide 10: PCV20 Pediatric Phase 2 Responses Similar to Prevnar 13
PCV20 Pediatric Ph2: After 4 doses, Responses were Similar to Prevnar 13 for the 13 Matched Serotypes and Robust Responses Similar to those in Prevnar 13 were Observed to the 7 Additional Serotypes 9 IgG GMCs 1 Month After Dose 4 100 10 IgG GMCs 1 0.1 0.01 1 3 4 5 6A 6B 7F 9V 14 18C 19A 19F 23F 8 10
Slide 11: PCV20 Adult and Pediatric: Program Update
PCV20 Adult and Pediatric: Program Update Activity 2020 2021 2022 2023 2024 2025 Phase 3 Pediatric Program PCV20 Peds PCV20 Adult Phase 3 Adult Program Key Milestones PCV20 Peds PCV20 Adult • Registration for PCV20 Pediatric potential submission targeted for • Registration for PCV20 Adult potential
Slide 12: Clostridioides difficile (C. difficile)
Clostridioides difficile (C. difficile) Potential First-in-Class Protection From an Urgent Public Health Threat 12
Slide 13: C. difficile: A Heavy Burden on the Healthcare System
C. difficile: A Heavy Burden on the Healthcare System Global Burden of Disease Population in Focus • Cases per year: 462K* (US)10, 172K (EU)11,12 • Infections are both hospital and community associated 0 100 200 300 Million • Compared to Shingles, C. difficile causes a higher number of deaths and co
Slide 14: C. difficile Vaccine Phase 2 Proof of Concept Data
Data from Our C. difficile Vaccine Phase 2 Proof of Concept Study Gives Confidence in the Potential of our Phase 3 program Geometric Mean Concentration 10,000 Toxin B* (neutralization units/mL) 200 μg Placebo 1,000 100 0 30 60 90 120 150 180 210 240 270 300 330 360 390 420 450 480 510 540 Days (3-do
Slide 15: C. difficile: Program Update
C. difficile: Program Update Activity 2020 2021 2022 2023 2024 2025 Phase 3 Phase 3 Pivotal Study (e.g. Clover) Key 1st Interim Analysis Milestones • Clover is an event-driven study; incidence rates will determine the pace at which the study completes • Interim analyses (IA) provide opportunities to
Slide 16: Pentavalent Meningococcal (Penta)
Pentavalent Meningococcal (Penta) Potential For Simplest Schedule with Broadest Coverage Expected 16
Slide 17: A Pentavalent Meningococcal Vaccine Has the Potential to Provide Broad Protection
A Pentavalent Meningococcal Vaccine has the Potential to Provide Broad Protection Against Serogroups Causing Vast Majority of Disease, Subject to Regulatory Approval US Burden of Disease Population in Focus19 Millions 0 4 8 Million Major cause of bacterial meningitis and sepsis17 MenACWY 10-15% 10-2
Slide 18: Assuming Penta Approval, More Adolescents and Young Adults Could Be Protected
Assuming Penta Approval, More Adolescents and Young Adults Have the Potential to be More Comprehensively Protected Against Meningococcal Disease Potential Vaccine Schedule With and Without Penta Today’s Vaccination Schedule Age 11 yo 16 yo • Low Meningococcal B 4 1 2 3 4 penetration or adherence DOS
Slide 19: Phase 2 Data Shows No Immune Interference with Penta
Data From Phase 2 Study Shows No Immune Interference with Penta, Suggesting High Probability of Licensure Success Meningococcal B Meningococcal ACWY21 100 100 90 90 Percent with hSBA Titers ≥ 1:8 Percent with hSBA Titers ≥ 1:8 80 80 70 70 60 60 50 50 A22 A56 B24 B44 MenA MenC MenW MenY Penta Trumenb
Slide 20: Penta: Program Update
Penta: Program Update Activity 2020 2021 2022 2023 2024 2025 Phase 3 Phase 3 Pivotal Study Key Milestones Phase 3 Development and Registration • Pivotal Phase 3 non-inferiority study started on June 17, 2020 • Potential BLA submission targeted 1H 2023 and targeted potential approval 1H 2024 (assumes
Slide 21: Respiratory Syncytial Virus (RSV) Maternal Vaccination
Respiratory Syncytial Virus (RSV) Maternal Vaccination, a New Frontier for Vaccines 21
Slide 22: RSV: A Substantial Global Burden With Limited Prevention Options
RSV: A Substantial Global Burden With Limited Prevention Options Burden of Disease Population in Focus27 Global burden – Infants <6 months22 0 5 10 15 Million ~1.4M ~54K hospitalizations in-hospital and projected community deaths Annual Pregnancies US burden – Infants <1 year #1 77% cause of hospita
Slide 23: First Engineered Stable RSV Prefusion F Maternal Vaccine Candidate to Enter Phase 3
The First Engineered Stable and Highly Immunogenic RSV Prefusion F Maternal Vaccine Candidate to Enter Phase 3 Testing Breakthrough Discovery 28 Prior Understanding Breakthrough Discovery Postfusion F Trimer Prefusion PrefusionFFTrimer Trimer Pfizer protein design and engineering capabilities optimi
Slide 24: Pfizer's Prefusion RSV Vaccine Elicits Serum Neutralizing Antibody Titers
Pfizer's Prefusion RSV Vaccine Elicits Serum Neutralizing Antibody Titers in Phase 1/2 Predicted to be Potentially Associated with Protection Serum RSV Neutralizing Titer Fold Rise29 Non-Pregnant Women of Childbearing Age Modeling of Predicted Efficacy Based on One Month Post Immunization Neutralizi
Slide 25: RSV Maternal: Program Update
RSV Maternal: Program Update Activity 2020 2021 2022 2023 2024 2025 Phase 3 Phase 3 Pivotal Study Key Milestones • Pivotal study started June 2020 • Registration – potential submission targeted for 2H 2023 and potential approval targeted for 2H 2024 • An interim analysis is planned for mid-2022 assu
Slide 26: Pfizer Vaccines: Potential to Revolutionize Public Health With Innovative Science
Pfizer Vaccines: Potential to Revolutionize Public Health With Innovative Science Program Update 2020 2021 2022 2023 2024 2025 PCV20 Adult (pneumococcal) PCV20 Pediatric Phase 3 Pivotal (pneumococcal) Phase 3 Activity Phase 3 Pivotal Efficacy End Point Trial C. difficile Phase 3 Pivotal RSV Maternal
Slide 27: Drivers of Potential Success of C. difficile, RSV Maternal, and Penta - US Assumptions
A Closer Look at Drivers of the Potential Success of Pfizer’s C. difficile, RSV Maternal, and Pentavalent Meningococcal Vaccine Candidates – US Assumptions C. difficile RSV Maternal Penta Adolescent Population Population Population ~ 90M to ~130M, Annual Birth Annual Age Cohort 11 yr and depending o
Slide 28: A New Era for Global Public Health and Pfizer Vaccines
A New Era for Global Public Health and Pfizer Vaccines Driven by Potential for 6 Innovative Vaccine Launches in the Next 5 Years PCV20 Adult Clostridioides Pentavalent PCV20 Pediatric difficile Meningococcal regulatory approval GOAL, Subject to 7 more serotypes with the potential to provide the broa
Slide 29: Thank you
Thank you Pfizer Confidential 29
Slide 30: Sources
Sources 1. Lancet Infect Dis 2018; 18: 1191–210 2. Ramirez J, Furmanek S, Pena S, et al. Annual number of adults hospitalized with pneumococcal pneumonia in the United States. ISPPD 2020, Abstract #473 3. Pichichero M, Kaur R, Scott DA, et al. Effectiveness of 13-valent pneumococcal conjugate vaccin
Slide 31: Sources
Sources 13. Reference: Guh et al, Trends in US Burden of Cloistridioides difficile infection and outcomes,NEJM, 2020; 328:1320-30 14. Dubberke E.R. and Olsen MA, Clinical Infectious Diseases 2012;55(S2):S88–92; 6. 15. Curran D, Patterson B, Varghese L, Van Oorschot D, Buck P, Carrico J, et al. Cost-
Slide 32: Sources
Sources 26. McLaurin KK, et al. J Perinatol 2016;36:990-6. 27. UN 2015-2020 Birth Cohort Data; adjusted for multiparous births 28. McLellan JS, Chen M, Leung S, Graepel KW, Du X, Yang Y, Zhou T, Baxa U, Yasuda E, Beaumont T, Kumar A, Modjarrad K, Zheng Z, Zhao M, Xia N, Kwong PD, Graham BS. 2013. St
Slide 33: References
References a) At Risk includes certain immunocompromising conditions and chronic conditions, including chronic heart disease, chronic lung disease, diabetes mellitus, alcoholism, and chronic liver disease, in addition to current smokers b) 3+1 or 2+1 schedule c) Pneumococcal polysaccharide vaccine 3