Gerresheimer Ag · XETR:GXI
Gerresheimer — Investor Day (September 2010)
19 slides from Gerresheimer's investor day presentation, Sep 1, 2010
Slide 1: Capital Markets Day 2010: Our Markets
Gerresheimer CAPITAL MARKETS DAY 2010 Our Markets September 1, 2010 Uwe Röhrhoff, CEO
Slide 2: The pharma market continues to be attractive due to solid fundamental growth drivers
The pharma market continues to be attractive due to solid fundamental growth drivers Global pharm aceutical s ales 2009 USD 837bn Key growth drivers: ROW Growing and aging population Expanded access to healthcare, 154 especially in emerging countries Japan North 95 324 America Drug innovation
Slide 3: Global market growth rates in transition year 2010
Global market growth rates in transition year 2010 Global pharm a m arket (US D bn) Grow th rate by region 2009-2010 Global pharm aceutical m arket (US D ) 4-6% 879 North America: 4-6% 837 Europe: 4-6% Japan: 0-2% Asia: 13-15% Latin America: 10-12% 2009 2010 Source: IMS Health 3
Slide 4: Four important pharma trends
Four important pharma trends 1 Shift in regional growth patterns 2 Different size and growth rates of disease patterns 3 Trend towards genericization 4 Growing power of payers 4
Slide 5: North America and Europe still most important markets
1 Different regional growth patterns North America and Europe still most important markets Pharm aceutical m arket s ize 2009 (US D bn) 264 324 95 EUROPE JAPAN NORTH AMERICA 107 47 Total size 2009: 837bn Emerging countries Source: IMS Health 5
Slide 6: North America and Europe are the most demanding markets for their suppliers
1 Different regional growth patterns North America and Europe are the most demanding markets for their suppliers Market trends: New sophisticated therapies with specialized packaging needs Upgraded government standards regarding safety, unit dose, quality and anti-counterfeit packaging Implicati
Slide 7: Emerging markets will be key growth drivers
1 Different regional growth patterns Emerging markets will be key growth drivers Contribution to global pharm a grow th 100% 100% 10% 1% Emerging Countries 48% 23% Japan 8% 66% North America 32% Europe 12% Contribution to GXI sales split estimated global pharma mid-term growth Source: IMS Health 7
Slide 8: Pharma companies are expanding rapidly into emerging markets
1 Different regional growth patterns Pharma companies are expanding rapidly into emerging markets Country Company Comment Recent plant openings: China Novartis 2009: Plant + R&D center China Novo Nordisk 2008: Insulin plant China Roche 2007: R&D center Brazil Novo Nordisk 2007: Insulin plant Recent
Slide 9: High pharmaceutical market growth rates in BRIC countries
1 Different regional growth patterns High pharmaceutical market growth rates in BRIC countries BRIC m arkets : grow th and s ize 22 % 15% 13% 8% China Russia India Brazil Market size 32 11 10 17 (EUR bn) Gerresheimer already with strong manufacturing positions in China and Brazil Gerresheimer wi
Slide 10: Gerresheimer already with sizeable local production outside North America and Europe
1 Different regional growth patterns Gerresheimer already with sizeable local production outside North America and Europe Market trends: Extensive programs to upgrade quality of locally produced drugs Rapidly expanding pharma manufacturing capabilities Implications for Gerresheimer: Focus on p
Slide 11: Gerresheimer supplies packaging for all kinds of drugs; diabetes of particular interest
2 Different size and growth rates of disease patterns GXI supplies packaging for all kinds of drugs; however, the diabetes markets are of particular interest As s es s m ent of s elected indications $36 Oncologics 2007(e) MARKET SIZE, USD bn $30 Stomach ulcer (PPIs) Lipid regulators $24 Asthma/COPD
Slide 12: Strongest prevalence of diabetes in North America
2 Different size and growth rates of disease patterns Strongest prevalence of diabetes in North America Prev alence es tim ates of diabetes m ellitus w orldw ide (in % of adult population 2010 1 ) 10.2 9.3 7.6 6.9 6.6 6.4 3.8 World North Middle East Asia Europe South Africa America America 1 Refers
Slide 13: Facts diabetes
2 Different size and growth rates of disease patterns Facts diabetes Background diabetes disease: Number of persons concerned estimated to be 350m by 2025 50% of people with diabetes have not been diagnosed or treated Main reasons for increase in diabetes prevalence are behavioural patterns su
Slide 14: Gerresheimer is the only supplier to offer a broad range of anti-diabetes products
2 Different size and growth rates of disease patterns Gerresheimer is the only pharma & healthcare supplier to offer a broad range of anti-diabetes products Anti-diabetes products of Gerresheimer Vials and Lancets and Pens cartridges lancing devices GXI Tubular Plastic Plastic Division Glass Systems
Slide 15: Generics are growing faster in emerging countries
3 Trend towards genericization Generics are growing faster in emerging countries Forecasted generic market growth by regions (CAGR 2010-2012) 19% 17% 14% 10% 4% North America Western Europe Eastern Europe Latin America Asia Source: Datamonitor 15
Slide 16: Gerresheimer provides an attractive offering to generics companies
3 Trend towards genericization Gerresheimer provides an attractive offering to generics companies Access to customers and regional presence essential Local: Hospira, Gland, Aurobindo, Ranbaxy, Shangzou (extract) Global: Teva, Novartis (extract) Value proposition for generics industry Regio
Slide 17: Challenges for the pharma industry
3 4 Growing power of payers Challenges for the pharma industry Price pressure on existing drugs Rebate contracts Drug price control New drugs have to prove effectiveness Cost effectiveness Intelligent, user-friendly device offering (convenience) Compliance Packaging allows for differ
Slide 18: Added value through innovation
4 Growing power of payers Added value through innovation Compliance: Product traceability Safety devices for syringes (TELC, TERN, backstop) Compliance aid device for Duma Twist-Off Duma® Twist-Off Closures Convenience: Home medication e.g. RTF® syringes, pen systems Foolproof and pain
Slide 19: Gerresheimer's strategy
Gerresheimer’s strategy Base growth: existing customers and regions Organic New products for existing growth customers New regions and customers Pharma & Healthcare Global market Extension of product leadership Growth offerings/technology positions through Extension of geographic acqui