Sanofi Sa · EURONEXT:SAN
Sanofi Sa — sanofi-aventis — Q3 2004 Earnings Presentation
14 slides from Sanofi Sa's earnings presentation, Oct 21, 2004
Slide 1: Third Quarter Sales Conference Call October 21st, 2004
Third Quarter Sales Conference Call October 21st, 2004
Slide 2: Important Information
Important Information In connection with the proposed merger of Aventis with and into sanofi-aventis, sanofi-aventis has filed a post- effective amendment to its registration statement on Form F-4 (File no. 333-112314), which includes a preliminary prospectus relating to the merger, and will file ad
Slide 3: Explanatory notes
Explanatory notes Comparable sales: When we refer to the change in our sales on a "comparable" basis, we mean that we exclude the impact of exchange rate fluctuations and changes in Group structure (acquisitions and divestitures of entities and rights to products as well as change in the consolidati
Slide 4: Consolidated Sales
Consolidated Sales Date of first Consolidation of Aventis into sanofi-aventis: September 30th, 2004 Third Quarter Consolidated Sales of sanofi-aventis is same perimeter as ex Sanofi-Synthelabo
Slide 5: Pro-forma Combined Sales
Pro-forma Combined Sales Sales performance of sanofi-aventis (formerly Sanofi- Synthelabo) plus sales performance of Aventis reduced by the sales of products sold at the request of the competition authorities (Arixtra(r), Fraxiparine(r), Campto(r)) and Aventis Behring. Best indicator to judge the ec
Slide 6: Developed Sales
Developed Sales These include sanofi-aventis pro forma combined sales plus sales of sanofi-aventis products which are consolidated by our partners (less sales of raw materials to these partners). Sales booked by our partners included in developed sales are: Bristol Myers Squibb consolidated sales of
Slide 7: Pro-forma Combined Sales
Pro-forma Combined Sales In Millions of euros Combined sales Q3 2004 Change on a comparable basis Combined sales 9 months 2004 Change on a comparable basis Pharma 5 936 10.9% 17 560 10.8% Vaccines 556 9.0% 1 216 6.4% Total 6 492 10.7% 18 776 10.5%
Slide 8: Top products
Top 15 products In Millions of euros Consolidated sales Q3 2004 Change on a comparable basis Consolidated sales 9 months 2004 Change on a comparable basis Lovenox(r) 482 +24.5% 1 397 +23.2% Plavix(r) 433 +23.4% 1 251 +30.9% Allegra(r) 367 -2.9% 1 129 -7.6% Taxotere(r) 367 +9.2% 1 083 +12.5% Ambien(r
Slide 9: Geographic Sales
Geographic Sales In Millions of euros Combined Sales Q3 2004 Change on a comparable basis Combined Sales 9 months 2004 Change on a comparable basis Europe 2 634 +5.5% 8 132 +6.5% US 2 422 +18.3% 6 476 +16.0% ROW 1 436 +8.8% 4 168 +10.6% Total 6 492 +10.7% 18 776 +10.5%
Slide 10: sanofi-aventis will be fully operational by Jan. 1, 2005
sanofi-aventis will be fully operational by Jan. 1, 2005 April - Acquisition recommended by Aventis Board June - Announcement of the draft structure of sanofi-aventis Management Committee August - Settlement of the offer September - Appointments of country general managers, scientific affairs team,
Slide 11: Review of collaborations
Review of collaborations Actonel(r): Agreement with P&G to reinforce collaboration Alvesco(r): Continuation of collaboration with Altana, FDA action date on October 23, 2004 Exubera(r): sanofi-aventis is considering its options Others: Scientific / commercial review ongoing
Slide 12: Merger between sanofi-aventis and Aventis
Merger between sanofi-aventis and Aventis Approved by Aventis Management Board, Aventis Supervisory Board & sanofi-aventis Board of Directors Submitted for approval to Extraordinary General Meeting of Aventis Shareholders (December 13, 2004) and sanofi- aventis (December 13 and December 23, 2004 on
Slide 13: Forthcoming events
Forthcoming events October 23th, 2004: Alvesco(r): Action Date at FDA November 8th, 2004: Ten month Action Date at FDA for Eloxatin(r) adjuvant indication November 9th, 2004: Acomplia(r) presentation at American Hearth Association Meeting at New Orleans of the results of the study RIO North America
Slide 14: Forthcoming events
Forthcoming events End January 2005 Full-year 2004 Sales Early March 2005 2004 results Business review R&D portfolio review Acquisition and synergy update Sales and earnings guidance