Pfizer, Inc. · NYSE:PFE
Pfizer — Investor Day (April 2021)
22 slides from Pfizer's investor day presentation, Apr 9, 2021
Slide 1: Pfizer Oncology Analyst and Investor Session
Pfizer Oncology Analyst and Investor Session Andy Schmeltz Chris Boshoff Jeff Settleman April 9th, 2021 Breakthroughs that change patients’ lives 1
Slide 2: Forward-Looking Statements and Other Notices
Forward-Looking Statements and Other Notices • Our discussions during this presentation include forward-looking statements about our anticipated operating and financial performance, business plans and prospects, expectations for our product pipeline, in-line products and product candidates, includin
Slide 3: Pfizer Oncology Leadership
Pfizer Oncology Leadership Andy Schmeltz Chris Boshoff Jeff Settleman Global President Chief Development Officer Chief Scientific Officer Oncology 3
Slide 4: Objectives For Today's Session
Objectives For Today’s Session Learnings from How this drives Highlights of select COVID-19 clinical programs opportunity development applied to for patients and the future where learnings are applied Pfizer Oncology of Pfizer Oncology Oncology 4
Slide 5: Pfizer Oncology Today
Pfizer Oncology Today Inline portfolio of 24 cancer medicines and biosimilars across 30 types of cancer... … reaching over 716,000 people in 2020 $10.9B 275+ 21%G 6 3 2020 Clinical trials Operational revenue New molecular entities Registrational trial Revenue currently underway growth in 2020 with f
Slide 6: Pfizer, Partnering with BioNTech, Delivered the First COVID-19 Vaccine Authorized by FDA
Pfizer, Partnering with BioNTech, Delivered the First COVID-19 Vaccine Authorized by FDA for Emergency Use by Applying Lightspeed Concepts COVID-19 vaccine development in 2020 Pfizer Oncology is continuing to push the drove innovation and efficiency norm to deliver breakthroughs for patients 35 Days
Slide 7: Today, We Highlight 3 Programs that Exemplify our Vision
Today, We Highlight 3 Programs that Exemplify our Vision for Accelerated Delivery of Breakthroughs… Recent Current Future ALK+ Lung Cancer Multiple Myeloma Next Gen Breast Cancer Franchise Oncology 7
Slide 8: Today, We Highlight 3 Programs that Exemplify our Vision
Today, We Highlight 3 Programs that Exemplify our Vision for Accelerated Delivery of Breakthroughs… Recent Current Future ALK+ Lung Cancer Multiple Myeloma Next Gen Breast Cancer Franchise Oncology 8
Slide 9: LORBRENA (lorlatinib) – Discovered by Pfizer Using State-of-the-Art Medicine Design
LORBRENA* (lorlatinib) – Discovered by Pfizer Using State-of-the-Art Medicine Design US LOE, 2033 O F N Features made possible biochemically with Lorlatinib is designed to achieve potency a novel, macro-cyclic structure unlike any N against all known ALK inhibitor resistance N other next-generation
Slide 10: LORBRENA – Discovery to Approval at Remarkable Speed
LORBRENA – Discovery to Approval at Remarkable Speed Under 5 years in clinical development Less than half of our previous median, and significantly shorter than the industry median of the day. 2014: Lorlatinib First in 1L sNDA reviewed under Received FDA approval in 1L 1L application is Pfizer’s fir
Slide 11: Progression-free Survival
Chris CROWN, Phase 3 Randomized Study of Lorlatinib vs. Crizotinib; Previously Untreated Advanced ALK-Positive NSCLC 100% 90% Lorlatinib Patient in CROWN Trial 12-month PFS rate: 78% (95% CI, 70-84) 80% Baseline Complete Response 36 Months (Ongoing) Progression-free Survival 70% 28 Dec 2017 05 Dec
Slide 12: Today, We Highlight 3 Programs that Exemplify our Vision
Today, We Highlight 3 Programs that Exemplify our Vision for Accelerated Delivery of Breakthroughs… Recent Current Future ALK+ Lung Cancer Multiple Myeloma Next Gen Breast Cancer Franchise Oncology 12
Slide 13: Multiple Myeloma - Significant Unmet Medical Need
Chris Myeloma T cell Multiple Myeloma - Significant BCMAxCD3 Unmet Medical Need Only 50% of patients with MM will survive past 5 years with current standard of care Type & Incidence % Deaths before (2019 - US, EU5, & JP) % Progress next LOT Newly 59K 77%-88% 11%-17% CD3ε Diagnosed BCMA TCR Double Cl
Slide 14: Elranatamab (PF-06863135): Promising Early Activity in Phase 1
Elranatamab (PF-06863135): Promising Early Activity in Phase 1 Achieved Fast Track Designation January 2021, EMA PRIME designation March 2021 Best Overall Response from MagnetisMM-1 215 µg/kg 360 µg/kg 600 µg/kg 1000 µg/kg Total Responders / # Evaluable 3/4 3/4 4/6 5*/6 15*/20 Objective Response Rat
Slide 15: Elranatamab – Applying Lightspeed Concepts
Elranatamab – Applying Lightspeed Concepts Real-Time Accelerated Machine Learning <30 Days Real-time data Acceleration of Data review and Final protocol to monitoring of blinded commercial ready product analysis powered by first subject dosed independent central supply by leveraging machine learning
Slide 16: Designed to Serve More Patients
Designed to Serve More Patients Life Cycle MagnetisMM-7 Phase 3 Novel ILLUSTRATIVE: Patients expected to serve MagnetisMM-6 Combinations Phase 3 Registrational Phase 3 MagnetisMM-5 Registrational Double Class Relapsed 2023* MagnetisMM-4 +/- SOC 2022* Newly Diagnosed Umbrella MM Combinations 2022* Ma
Slide 17: Today, We Highlight 3 Programs that Exemplify our Vision
Today, We Highlight 3 Programs that Exemplify our Vision for Accelerated Delivery of Breakthroughs … Recent Current Future ALK+ Lung Cancer Multiple Myeloma Next Gen Breast Cancer Franchise Oncology 17
Slide 18: Applying Lightspeed Concepts to Exciting Breast Cancer Pipeline – Beyond palbociclib
Applying Lightspeed Concepts to Exciting Breast Cancer Pipeline – Beyond palbociclib CDK2/4/6 CDK4-selective CDK2-selective KAT6a Addressing palbociclib Potential improvement in efficacy & safety Overcoming palbociclib resistance by Overcoming resistance-causing ER refractory/relapse disease over pa
Slide 19: Next Generation Breast Cancer Franchise - Acceleration Opportunities
Next Generation Breast Cancer Franchise - Acceleration Opportunities Multiple Parallel development Efficiently drive shots on goal and strategic acceleration or represent both complementary and resource optimization de-prioritization overlapping opportunities across programs informs all via umbrella
Slide 20: Moving at Lightspeed to Deliver Breakthroughs
Moving at Lightspeed to Deliver Breakthroughs 15-20% ELRANATAMAB in 2035 30% 25-30% PFIZER LORBRENA / LORVIQUA (all lines) ALK+ Lung Cancer Multiple Myeloma HR+/HER2- Market ~$2.3B Market ~$34B Breast Cancer (projected 2025 market size in G7) (projected 2030 market size in G7) Market ~$14B (projecte
Slide 21: Q&A
Q&A Breakthroughs that change patients’ lives 21
Slide 22: Thank You
Thank You Breakthroughs that change patients’ lives 22