Indivior Pharmaceuticals, Inc. · NASDAQ:INDV
Indivior Pharmaceuticals — Deutsche Bank Conference, Boston 2016
22 slides from Indivior Pharmaceuticals's conference presentation, May 4, 2016
Slide 1: A World Leading Addiction Treatment Company …with enormous future potential
A World Leading Addiction Treatment Company …with enormous future potential Deutsche Bank Conference Boston May 4th 2016
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains certain statements that are forward-looking and which should be considered, amongst other statutory provisions, in light of the safe harbour provisions of the United States Private Securities Litigation Reform Act of 1995. By their nature, forwar
Slide 3: Indivior PLC is the industry leader in treatment of addiction
Indivior PLC is the industry leader in treatment of addiction Global Leader in Opioid Several Levers for Future Growth Addiction Treatment • Pipeline & business development • Structurally growing market • Global expansion • Unrivalled experience and reputation Sustainable franchise with Strong, expe
Slide 4: Our Vision
OUR VISION That all patients around the world will have unrestricted access to high quality treatment services for the chronic relapsing conditions and co-morbidities of addiction
Slide 5: Four reasons to look at Indivior
Four reasons to look at Indivior Addiction is a growing global epidemic • 250m people worldwide abusing drugs, 150m plus dependent on opioids, cannabis, cocaine, other stimulants and alcohol • Growing global governmental recognition of the issue • Indivior is the main company working to expand acces
Slide 6: Addiction – A Growing Global Epidemic
Addiction – A Growing Global Epidemic • 250m people worldwide use illicit drugs • 124m people worldwide dependent on alcohol (and under-reported) • 27m people worldwide (aged 15-64) dependent on drugs or drug disorders (and under-reported) • 3.6m years of life lost due to premature death due to drug
Slide 7: And the focus of growing attention
And the focus of growing attention Obama Administration Announces Public and Private Sector The White House Efforts to Address Prescription Drug Abuse and Heroin Use March 29th 2016 White House : 21/10/2015 Obama Administration Announces Additional Actions to Address the Prescription Opioid Abuse an
Slide 8: But when authorities get it right, the market develops rapidly…
But when authorities get it right, the market develops rapidly… The US market has grown beyond expectations …Supported by a consistent growth in certified physicians US market size by mg Source: Source Healthcare Analytics Retail and Non-Retail Sales data; Source: NTIS DEA Certification List: Indivi
Slide 9: Four reasons to look at Indivior
Four reasons to look at Indivior Addiction is a growing global epidemic • 250m people worldwide abusing drugs, 150m plus dependent on opioids, cannabis, cocaine, other stimulants and alcohol • Growing global governmental recognition of the issue • Indivior is the main company working to expand acces
Slide 10: Competition is intensifying, but Film share has been resilient
Competition is intensifying, but Film share has been resilient Source: IDV. Note database rebased from 1/1/2016 Change to IDV 75% 70% 65% 60.4% 60% 55% Generic bup/nal tablets launched Branded tablet launched 50% United formulary loss and 3rd generic tablet approved CVS formulary loss CVS Formulary
Slide 11: ANDA Litigation Update
ANDA Litigation Update • Trial in the lawsuits against Actavis and Par involving • Trial against Alvogen in the lawsuit involving the Orange the Orange Book-listed patents for Suboxone® Film Book-listed patents and process patents for Suboxone® November and December 2015, and post-trial briefing Fil
Slide 12: Other Litigation Update
Other Litigation Update DoJ Litigation FTC & Class Action A federal criminal grand jury investigation of Indivior • Fact discovery is underway in the antitrust initiated in December 2013 is continuing, and includes class actions. marketing and promotion practices, pediatric safety claims, and overpr
Slide 13: Four reasons to look at Indivior
Four reasons to look at Indivior Addiction is a growing global epidemic • 250m people worldwide abusing drugs, 150m plus dependent on opioids, cannabis, cocaine, other stimulants and alcohol • Growing global governmental recognition of the issue • Indivior is the main company working to expand acces
Slide 14: An Innovative Pipeline Designed to Improve Patient Outcomes
AN INNOVATIVE PIPELINE DESIGNED TO IMPROVE PATIENT OUTCOMES Stages of development and earliest approval dates* Stage of Development Estimated Approval Dates Phase I Phase II Phase III NDA 2015 2016 2017 2018 2019 2020 Buprenorphine Lifecycle Suboxone® Tablet China Suboxone® Film China Buprenorphine
Slide 15: Highlights of R&D delivery in 2015-16
Highlights of R&D delivery in 2015-16 Some challenges But significant progress continues to be • Monthly Buprenorphine Depot EU may be the most made across the priority projects significant potential delay (but affects <15% of our business). • Label expansion for Suboxone Film (Buccal Indication) •
Slide 16: Four reasons to look at Indivior
Four reasons to look at Indivior Addiction is a growing global epidemic • 250m people worldwide abusing drugs, 150m plus dependent on opioids, cannabis, cocaine, other stimulants and alcohol • Growing global governmental recognition of the issue • Indivior is the main company working to expand acces
Slide 17: External routes to Growth
External routes to Growth Expand Global Treatment Access Inorganic Growth Strategy Expand treatment in USA = Grow the Business Development in Addiction Market • Deep understanding of science of addiction • More physicians trained and waivered and knowledge of landscape of opportunities • Increased a
Slide 18: Four reasons to look at Indivior
Four reasons to look at Indivior Addiction is a growing global epidemic • 250m people worldwide abusing drugs, 150m plus dependent on opioids, cannabis, cocaine, other stimulants and alcohol • Growing global governmental recognition of the issue • Indivior is the main company working to expand acces
Slide 19: Financial Guidance for 2016
Financial Guidance for 2016 Full Year 2016 Guidance Net Revenue $m 945-975 Operating Margin % >30% Net Income $m* 155-180 *Excluding Exceptionals • No material change in current • Reinvestment of >$35m of • At constant exchange rates market conditions; the gross profit above (to estimated 2015 avera
Slide 20: Q1 2016 – Ahead of Plan. Guidance Confirmed
Q1 2016 – Ahead of Plan. Guidance Confirmed Q1 Financial Highlights Q1 Operating Highlights • Net revenue at $258m +3%. • US market growth in 2016 has been in Constant FX +4%. mid-single digits. • Operating Profit of $101m. • Suboxone® Film share 60% (+1%). • Net income of $50m. • Suboxone® Film lis
Slide 21: Indication and Important Safety Information
Indication SUBOXONE® (buprenorphine and naloxone) Sublingual Film (CIII) is a prescription medicine indicated for treatment of opioid dependence and should be used as part of a complete treatment plan to include counseling and psychosocial support. Treatment should be initiated under the direction o
Slide 22: A World Leading Addiction Treatment Company …with enormous future potential
A World Leading Addiction Treatment Company …with enormous future potential