Baxter International Inc. · NYSE:BAX
Baxter International — Raymond James 2023 Institutional Investors Conference
15 slides from Baxter International's conference presentation, Mar 6, 2023
Slide 1: Raymond James 2023 Institutional Investors Conference
RAYMOND JAMES 2023 INSTITUTIONAL INVESTORS CONFERENCE Jay Saccaro EVP & Chief Financial Officer MARCH 6, 2023 1
Slide 2: Safe Harbor Statement
S A F E H A R B O R S TAT E M E N T This presentation includes forward-looking statements company's financial results and business development, transformation and regulatory activities (including the proposed spinoff of the company’s Renal Care and Acute Therapies businesses, the simplified operatin
Slide 3: Operating at the Intersection of Progress and Purpose
O P E R AT I N G AT THE INTERSECTION O F P RO G R E S S A N D PURPOSE A C E N T U R Y O F S AV I N G A N D S U S TA I N I N G L I V E S 3
Slide 4: Recognized Top Employer & Notable Corporate Citizen
R E C O G N I Z E D TO P E M P LOY E R & N OTA B L E C O R P O R AT E C I T I Z E N Representative Highlights Dow Jones Sustainability Indices 3BL Media: 100 Best Corporate Longtime component of DJSI Global and Citizens DJSI U.S. Indices Recognized for ESG leadership Seramount 100 Best Companies Dis
Slide 5: Compelling Strategy for Value Creation
C O M P E L L I N G S T R AT E GY FO R VA LU E C R E AT I O N Mission: TO SAVE AND SUSTAIN LIVES Vision: Transform healthcare with customer focus: improve patient outcomes, enhance workflow efficiency and enable cost-effective care Strategic Value Innovation Market Operational Capital Creation Drive
Slide 6: Strategic Initiatives Undertaken to Unlock Value
S T R AT E G I C I N I T I AT I V E S U N D E R TA K E N TO U N LO C K VA LU E > Proposed Spinoff of > Simplified Baxter > Sale or Other Potential Renal Care and Acute Operating Model Strategic Alternatives Therapies Businesses1 for BioPharma Solutions 1Subject to the satisfaction of customary condi
Slide 7: Actions Underway Expected to Enhance Performance and Create Long-Term Shareholder Value
AC T I O N S U N D E RWAY E X P E C T E D TO E N H A N C E P E R FO R M A N C E A N D C R E AT E LO N G -T E R M S H A R E H O L D E R VA LU E Enhanced strategic clarity in addressing critical market needs Accelerating investments to drive innovation and growth (R&D, Commercial) Increased supply cha
Slide 8: Establishing Two Leading Healthcare Companies
E S TA B L I S H I N G T WO L E A D I N G H E A LT H C A R E C O M PA N I E S , W I T H S H A R E D H E R I TAG E O F S AV I N G A N D S U S TA I N I N G L I V E S KidneyCo Global innovator in kidney care Healthcare leader focused on providing delivering value for patients an array of medical produc
Slide 9: KidneyCo Includes Robust Portfolio within Durable Renal Segments
K I D N E YC O I N C LU D E S RO B U S T P O R T FO L I O W I T H I N D U R A B L E RENAL SEGMENTS FY’22 Sales 1 Current Portfolio2 ’22 – ’25 Peritoneal Ecosystem 3-4% expected market growth rate3 Dialysis Combined Market growth driven by: Sales PD Cyclers & Solutions MyPD Patient App Analytics and
Slide 10: KidneyCo Will Continue to Drive Patient-Focused Innovation with Strong R&D Pipeline
K I D N E YC O W I L L C O N T I N U E TO D R I V E PAT I E N T- FO C U S E D I N N OVAT I O N W I T H S T RO N G R & D P I P E L I N E 1 Near Term Launches2 Future Launches Sharesource Analytics Next-gen Global APD Cycler Data visualization to help clinicians Lower total cost of therapy in order pr
Slide 11: Baxter to Maintain a Leadership Presence within Established Markets
B A X T E R TO M A I N TA I N A L E A D E R S H I P P R E S E N C E W I T H I N E S TA B L I S H E D M A R K E T S FY’22 Sales Current Portfolio1 ’22 – ’25 Medical Products Infusion Systems IV Therapies Hemostats & Sealants Microsurgery Cernevit ~3% expected market growth rate2 and Therapies $4.8B H
Slide 12: Baxter on Track to Deliver Differentiated Product Innovations
B A X T E R O N T R AC K TO D E L I V E R D I F F E R E N T I AT E D P RO D U C T I N N OVAT I O N S 1 Near Term Launches2 Future Launches Novum IQ LVP & Syringe Infusion Platform (Canada / U.S.) Tisseel EMR connectivity, barcode scanning, and secondary alarm routing Ready-To-Use Fibrin Sealant Medi
Slide 13: Optimizing Manufacturing and Supply Chain to Enhance Network Efficiencies
O P T I M I Z I N G M A N U FAC T U R I N G A N D S U P P LY C H A I N TO E N H A N C E N E T WO R K E F F I C I E N C I E S Manufacturing footprint network optimization • Manufacturing sites streamlined and mapped directly to each GBU • Manufacturing & distribution network rationalization • Disenta
Slide 14: Continuing Momentum In and Beyond 2023
C O N T I N U I N G M O M E N T U M I N 2 0 2 3 A N D B E YO N D ► Proposed KidneyCo spinoff to create two leading healthcare companies with robust product portfolios ► Simplified operating model expected to enable greater strategic clarity and faster decision making ► Disentanglement of manufacturi
Slide 15: Raymond James 2023 Institutional Investors Conference
RAYMOND JAMES 2023 INSTITUTIONAL INVESTORS CONFERENCE Jay Saccaro EVP & Chief Financial Officer MARCH 6, 2023 15
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