Baxter International Inc. · NYSE:BAX
Baxter International — 2018 Baxter Investor Conference
15 slides from Baxter International's conference presentation, May 21, 2018
Slide 1: Medication Delivery
MEDICATION DELIVERY David Ferguson GM, Medication Delivery May 21, 2018
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation includes forward-looking statements concerning Baxter’s financial results, R&D pipeline, including planned product launches (many of which are subject to regulatory approval) and results of clinical trials, business development activities, capital structure, c
Slide 3: Medication Delivery Market Overview
Medication Delivery Market Overview1 Global Market Size CAGR2 ~$27B ~$23B ~3% IV Therapies Comprehensive portfolio of #1 essential IV solutions U.S. Baxter Position Infusion Systems Infusion pumps and disposables #2 for delivery of IV therapy U.S. Baxter Position 2% - 3% 2018 2023 IV Therapies Infus
Slide 4: Medication Delivery Market Dynamics
Medication Delivery Market Dynamics Supply Hospital Constraints Cost Pressures IV solution supply issues Consistent pressure to reduce continue to challenge expenditures and streamline healthcare providers care Preventable Medication Adverse Events Errors 1.2M preventable adverse 98,000 deaths per y
Slide 5: Medication Delivery Portfolio
Medication Delivery Portfolio Infusion Systems IV Therapies Sigma Spectrum 34% Infusion $2.7B Pump IV Sets Mini-Bag 2017 Sales 66% Plus One-Link Viaflex & Viaflo Needle-free IV Connector IV Solutions An Established Market Leader In IV Therapies For More Than 80 Years | 5
Slide 6: Strategic Growth Drivers
Strategic Growth Drivers Portfolio Innovation Market Development Enter Adjacencies ~$400M Increase IV solutions manufacturing network Leveraging infusion 2023 New Product Revenue1 flexibility presence to enter Improve mix toward balanced specialized monitoring solutions space Launch Evo IQ Platform
Slide 7: Medication Delivery Pipeline
Portfolio Market Enter Medication Delivery Pipeline Innovation Development Adjacencies Next-Generation OneLink MiniBag+ IV Network 7 additional PIVA Specialized Monitoring Enhancements Flexibility product launches Arisure Closed System Transfer Balanced Fluids Evo IQ Market Expansion Advanced Infusi
Slide 8: Key Launches
Portfolio Market Enter Key Launches Innovation Development Adjacencies New Spectrum IQ LVP pump for the U.S. & Canada to New Pump Platform includes LVP & Syringe Pumps, accelerate market share growth common drug library and enterprise gateway • Differentiated EMR integration - auto-programming • Com
Slide 9: IV Solutions
Portfolio Market Enter IV Solutions Innovation Development Adjacencies Initiative Result Manufacturing Increase ability to import essential IV solutions by >100M units Flexibility to the U.S. market from plants around the world Clinical Evidence Demonstrate improved outcomes for Plasma-Lyte compared
Slide 10: Infusion Pumps
Portfolio Market Enter Infusion Pumps Innovation Development Adjacencies Evo IQ Pump Platform includes LVP and syringe pumps, drug library and wireless gateway to compete in global markets Initial launches include UK, Ireland, Australia & New Zealand with further geographic expansion within EMEA, LA
Slide 11: Enter Adjacencies: Specialized Monitoring and Pain Management
Portfolio Market Enter Enter Adjacencies Innovation Development Adjacencies Specialized Monitoring In-Hospital Pain Management Clinical Need: Clinical Need: Current methods to guide fluid therapy are limited and Hospital-based Patient-Controlled 56,000+ invasive Analgesia (PCA) involves high-risk AD
Slide 12: Transformative Innovation
Transformative Innovation Personalized Therapy Infection Control Clinical Need: Clinical Need: • Patients in the general wards • 250,000 catheter-related blood are mostly alone and stream infections (CRBSI) occur unmonitored1 in the U.S. per year3 • 48% of unexpected mortality • CRBSI cost ~$56,000
Slide 13: Medication Delivery Summary
Medication Delivery Summary Strong foundation in IV Therapies, innovation, and greater leverage of production capacity provide a platform for above-market growth of 3% - 4%1 Grow presence in the infusion pump market with platform enhancements, expansion into new markets, and a next generation platfo
Slide 14: References
References Market Dynamics (Slide 4) 1) Am Health Drug Benefits 2012 Nov;5(7):1-10 2) Zimlichman E, Henderson D, Tamir O, et al. Health Care-Associated Infections Enter Adjacencies (Slide 11) 1) CDC Data: https://www.cdc.gov/sepsis/datareports/index.html Transformative Innovation (Slide 12) 1) PMID:
Slide 15: 2018 Investor Conference
— 2018 Investor Conference a
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