Sartorius AG · XETR:SRT
Sartorius — Sartorius Stedim Biotech — Investor Presentation (January 2020)
18 slides from Sartorius's investor presentation, January 2020
Slide 1: This is Sartorius Stedim Biotech
33 sartorius This is Sartorius Stedim Biotech Company Presentation | January 2020
Slide 2: Partner of the biopharmaceutical industry
Partner of the biopharmaceutical industry sartorius We empower engineers to simplify and accelerate progress in bioprocessing. In this way, we enable new and better pharmaceuticals to be manufactured and help keep medications affordable.
Slide 3: Sartorius Stedim Biotech in brief
Sartorius Stedim Biotech in brief 35+ Locations worldwide, headquartered in Aubagne, France 6,203 Employees 22) @ ~€1,44bn © Sales revenue 29.3% EBITDA margin! R4 ~€15.0bn Market capitalization? ~35% Sales revenue Americas As of December 31, 2019, according to preliminary figures 'Underlying EBITDA
Slide 4: Strong company values as the basis of all our activities
- Sartorius Strong company values as the basis of all our activities % Sustainability Openness Enjoyment Growing profitably and acting Driving change and progress Working in an energetic and responsibly towards all stakeholders internally and externally rewarding environment
Slide 5: Attractive market environment with strong growth opportunities
sartorius Attractive market environment with strong growth opportunities ce) Favorable 9bn people by 2050; = demographics >2bn 60 yrs or older PY Rise of ~30% CAGR for biosimilar 7) biosimilars sales 2018-2022 Strong R&D pipeline; advances in gene and cell therapy >40% share of biologics in the phar
Slide 6: What are biopharmaceuticals?
What are biopharmaceuticals? Chemical drugs Biopharmaceuticals Active Agent Manufacturing Administration Small molecules Z. ~ Mainly oral Large molecules > 20,000 atoms Cell culture processes with living cells Mainly intravenous sartorius Advantages First-time or improved treatment of serious illnes
Slide 7: The manufacture of biopharmaceuticals is complex
33 sartorius The manufacture of biopharmaceuticals is complex
Slide 8: The consequence: Biotech medications are extremely expensive
HUMIRA® Annual revenue of $18 billion; is used to treat rheumatism and other inflammatory autoimmune diseases, such as Crohn's disease and psoriasis Manufacturer: Abbvie (E Cost per annual treatment Ee: €21,300 in Germany Source: Abbvie First biosimilars recently out on the market: * Imraldi® from B
Slide 9: Our goal: Simplify manufacturing of biopharmaceuticals
- Sartorius Our goal: Simplify manufacturing of biopharmaceuticals Our technologies empower engineers in the biopharma industry to ... ... set up robust, flexible and safe , processes for industrial production rT ... reduce set-up costs ... enhance the product yield
Slide 10: Our solution: Innovative technologies for all phases of active ingredient production
sartorius Our solution: Innovative technologies for all phases of active ingredient production Products Scalable single-use technologies for the production of biopharmaceuticals and digital tools for biopharma data analytics Application areas ¢ Biopharmaceutical manufacturing * Quality control and t
Slide 11: The widest offering of solutions in the industry
sartorius The widest offering of solutions in the industry Upstream Production of the desired drug Culture media Seed cultivation Scale-up Production preparation Downstream Isolation & filling of the desired drug Final Cryo- Sterile Concentration Virus removal — Polishing Viral Clarification and fil
Slide 12: Single-use production systems are becoming increasingly prevalent
sartorius . eo e ee Single-use production systems are becoming increasingly prevalent Stainless Steel Single-Use i ge © Faster setup and lower investment throughout the entire life cycle © High initial investment outlay © High cleaning effort and expense © Risk of contamination © Lower consumption o
Slide 13: Data analytics has huge potential for the biopharmaceutical industry
sartorius Data analytics has huge potential for the biopharmaceutical industry Sartorius supports its customers in the digitalization and automation of their processes with its leading software for analysis of bioprocess data. v Enhanced process control and robustness v Improved product quality v Pr
Slide 14: Leading market positions worldwide
Leading market positions worldwide Fluid Management #1 #1 Filtration #3 - Sartorius 14
Slide 15: Acquisitions strengthen and differentiate the portfolio
sartorius Acquisitions strengthen and differentiate the portfolio TAP AllPure Bio Biological Biosystems Technologies Outsource Cellea i Industries . ys >. aan Acquisitions ye ‘0 remain par ye a < | of strategy 2013 2014 2015 2016 2017 2018 2019 2020 Portfolio: Complementary products or technologies
Slide 16: Capacity expansions at global sites
G6ttingen, Germany Expansion of capacities for filter -—= production; new Application S Center Aubagne, France , Capacity extension for | single-use bag production j Yauco, Puerto Rico Capacities for bag and filter production doubled Beijing & Shanghai, China Production of aseptic bags and new cente
Slide 17: 38,0 1800 37,0 36,0 1600 35,0 34,0 1400 33,0 32,0 1200 31,0 30,0 1000
38,0 1800 37,0 36,0 1600 35,0 34,0 1400 33,0 32,0 1200 31,0 30,0 1000 29,0 28,0 800 27,0 26,0 600 25,0 24,0 400 23,0 200 22,0 21,0 0 20,0
Slide 18: Thank you very much for your attention
“HE: sartorius Thank you very much for your attention
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