Gsk Plc · LSE:GSK
Gsk — J.P. Morgan Healthcare Conference 2023
21 slides from Gsk's conference presentation, Jan 9, 2023
Slide 1: Delivering growth for the decade and beyond
9 January 2023 Delivering growth for the decade and beyond Emma Walmsley, Chief Executive Officer J.P.Morgan Healthcare Conference, San Francisco gsk.com
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly t
Slide 3: Agenda
Agenda A focused global biopharma company World leader in infectious diseases with an attractive pipeline based on the science of the immune system Competitive performance and outlook Delivering scale health impact sustainably 3
Slide 4: A focused global biopharma company
A focused global biopharma company Ambition and Purpose Growth Flexibility To unite science, Highly attractive medium- Strengthened balance technology, and talent to term1 target for sales and sheet, creating new get ahead of disease adjusted operating profit flexibility to invest in growth together
Slide 5: Delivering transformation and performance
Delivering transformation and performance Innovation Performance Trust • Strong pipeline of 23 vaccines • Successful demerger of Haleon • #1 position in the Access to and 42 medicines to unlock shareholder value Medicines Index for the 8th consecutive year • Competitive performance in new • Double-d
Slide 6: Vaccines and Specialty Medicines
Vaccines and Specialty Medicines Maximising opportunities in treatment and prevention Increasing synergies across Significant opportunity and prevention and treatment advantage • Immune dysfunction contributes • R&D focus on science of immune to pathophysiology of many system, human genetics and adv
Slide 7: Four focused therapeutic areas
Four focused therapeutic areas Two thirds of our development portfolio comes from infectious disease and HIV Infectious HIV Immunology/ Oncology Diseases Respiratory RSV OA1 Apretude depemokimab momelotinib MenABCWY N6LS (bNAb)2 Nucala (COPD)4 Jemperli bepirovirsen 3rd generation INSTI3 GSK4532990 (
Slide 8: World leader in infectious diseases
World leader in infectious diseases Infectious diseases and HIV together Nine months 2022 sales (£ million)3 account for >50% of sales • Combined sales >£13bn in last 12 months1 General • Attractive, growing market worth >£100bn pa Medicines*, Vaccines, 30% 36% • GSK has leading market positions in
Slide 9: A long history of innovation leadership
A long history of innovation leadership Vaccine leadership Driving innovative vaccines sales £m1 • c.70-year history of vaccine development (introduced High polio vaccines in 1950s) single-digit % CAGR • Broadest portfolio in the industry with 25 vaccines supplied across 160 countries +10% CAGR1 • >
Slide 10: Unrivalled suite of vaccine technology platforms
Unrivalled suite of vaccine technology platforms Technology enables development of new vaccines not previously thought possible Platform technologies Focus on the right approach • Adjuvants, bioconjugation • Generalised modules for to develop the membrane antigen (GMMA) best vaccine • Adenovirus vec
Slide 11: Industry-leading vaccines pipeline
Industry-leading vaccines pipeline 23 projects, including multiple potential first- or best-in-class opportunities Potential first-in-class or best-in-class 2904545* (recomb protein) Ɨ C. difficile 3437949* (recomb protein) Ɨ Malaria fractional dose 4429016* (bioconjugated, recomb protein) Ɨ K. pneu
Slide 12: Innovation: potential best-in-class RSV vaccine in the most vulnerable adults
Innovation: potential best-in-class RSV vaccine in the most vulnerable adults Demonstrated consistent and sustained high efficacy Reduction in severe Efficacy in those with Efficacy in those aged disease1 comorbidities2 70-79 years3 94.1% 94.6% 93.8% Key risk factors are age and comorbidities • Olde
Slide 13: Addressing major anti-infective challenges
Addressing major anti-infective challenges Chronic Hepatitis B (HBV) Resistant bacterial infections • 300 million living with HBV infection • 15 million uUTIs3 per year in US • 900,000 HBV-related deaths per year • 38% resistant to one or more antibiotics • Bepirovirsen has potential to be first- in
Slide 14: Innovation pioneers in HIV treatment and prevention
Innovation pioneers in HIV treatment and prevention First 2nd generation INSTI1 #1 First approved two-drug regimen First attachment inhibitor for highly treatment experienced PLHIV2 First approved LA3 injectable regimen for HIV treatment First LA injectable for PrEP4 First head-to-head trial of PrEP
Slide 15: Transforming our HIV portfolio in the next decade
Transforming our HIV portfolio in the next decade Portfolio transition through decade with LA regimens c.£2bn in sales by 2026 2021-2026 growth drivers Expected portfolio mix 2026 Post-2026 long-acting pipeline growth drivers • Dovato • Self-admin for treatment • Cabenuva • Ultra long-acting for tre
Slide 16: Delivering our commitments for attractive medium-term growth
Delivering our commitments for attractive medium-term growth 2021-2026 outlook Full year 2022 • Sales: >5% CAGR Guidance • Sales: 8-10% growth • Adj. operating profit: >10% CAGR • Adj. operating profit: 15-17% growth • Vaccines: high-single digit % CAGR Outlook • Specialty Medicines: double-digit %
Slide 17: Ambition to achieve growth through the decade and beyond
Ambition to achieve growth through the decade and beyond Driven by pipeline productivity and commercial excellence Confident in ability to deliver • Highly attractive medium-term growth from Vaccines and Specialty long-term sales Medicines • Growing contributions from first- or best-in-class pipelin
Slide 18: Delivering performance and health impact sustainably
Delivering performance and health impact sustainably Ambition to positively impact the health of 2.5 billion people over the next 10 years Pricing and access Global health and health security Diversity, equity and inclusion Environment Product governance Operating standards 18
Slide 19: A focused global biopharma company with high ambitions
A focused global biopharma company with high ambitions • Unique strategy focused on prevention and treatment of disease • World leader in infectious diseases with an attractive pipeline based on the science of the immune system • Competitive medium-term sales and profit outlook supported by landmark
Slide 20: Q&A
Q&A 20
Slide 21: gsk.com
gsk.com