AstraZeneca PLC · LSE:AZN
AstraZeneca — Shareholder Meeting (April 2015)
40 slides from AstraZeneca's shareholder meeting presentation, Apr 24, 2015
Slide 1: 2015 Annual General Meeting
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g
Slide 2: Welcome to our Annual General Meeting
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Welcome to our Annual General Meeting 24 April p 2015
Slide 3: Leif Johansson, Chairman
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Leif Johansson Chairman
Slide 4: Marcus Wallenberg, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Marcus Wallenberg Non Executive Director Non-Executive
Slide 5: Geneviève Berger, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Geneviève Berger Non Executive Director Non-Executive
Slide 6: Shriti Vadera, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Shriti Vadera Non Executive Director Non-Executive
Slide 7: Graham Chipchase, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Graham Chipchase Non Executive Director Non-Executive
Slide 8: John Varley, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g John Varley Non Executive Director Non-Executive
Slide 9: Pascal Soriot, Chief Executive Officer
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Pascal Soriot Chief Executive Officer
Slide 10: Marc Dunoyer, Chief Financial Officer
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Marc Dunoyer Chief Financial Officer
Slide 11: Rudy Markham, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Rudy Markham Non Executive Director Non-Executive
Slide 12: Bruce Burlington, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Bruce Burlington Non Executive Director Non-Executive
Slide 13: Ann Cairns, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Ann Cairns Non Executive Director Non-Executive
Slide 14: Jean-Philippe Courtois, Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Jean-Philippe Jean Philippe Courtois Non Executive Director Non-Executive
Slide 15: Leif Johansson, Chairman
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Leif Johansson Chairman
Slide 16: Nancy Rothwell and John Varley, Non-Executive Directors
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Nancy Rothwell J h Varley John V l Non Executive Director Non-Executive Non Executive Director Non-Executive
Slide 17: A AstraZeneca Z
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g
Slide 18: Cori Bargmann, Proposed Non-Executive Director
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Cori Bargmann Proposed p Non Non-Executive Executive Director
Slide 19: Sustainability awards
ee ROBECOSAM Wis . r ( Sustainability Award HEALTHYHEART Bronze Class 2015 AS Africa AX t ®
Slide 20: 2015 Annual General Meeting
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g
Slide 21: Pascal Soriot, Chief Executive Officer
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Pascal Soriot Chief Executive Officer
Slide 22: We push the boundaries of science to deliver life-changing medicines
We p push the boundaries of science to deliver lif changing life-changing life h i medicines di i 2012-2014 2012 2014 2015-2017 2015 2017 2018+ 2018 B ildi strong Building t D li i g on return Delivering t S t i bl delivery Sustainable d li foundations t growth to th and g growth
Slide 23: Three strategic priorities
Three strategic g priorities p Achieve Return Be a great g scientific i tifi t growth to th place l to t work k l d leadership hip
Slide 24: Achieve scientific leadership: focus on R&D in three main therapy areas
Achieve scientific leadership: p focus on R&D in three main th therapy areas andd across key k platforms l tf Cardio Cardio- Respirator / Respiratory/ Metabolism Oncology gy inflammation I f ti & Infection Vaccines Neuroscience Main TAs Opportunity Opportunity-driven pp y driven Small Protein Biolog
Slide 25: Achieve scientific leadership: 12 approvals in 2014
Achieve scientific leadership: p 12 approvals pp in 2014 Industry-leading Industry y leading g number of US On track to deliver 7-8 7 8 potential p new NDA/BLA approvalsl in i 2014 molecular l l entity tit submissions b i i in i 2015 2015-2016 2016 CAZ AVI (CEPH/BLI) serious infections cediranib (VE
Slide 26: Q1 2015 new molecular entity pipeline
Q1 2015 new molecular l l entity tit † pipeline i li Terminations in Q1 2015 AZD2115 (COPD) in P2,P2 brodalumab (asthma) in P2, P2 MEDI-559 MEDI 559 (RSV prophylaxis) in P1 Divestitures in Q1 2015 AZD0914 (infection) in P2 † Includes significant fixed dose combination projects, projects and parallel
Slide 27: Achieve scientific leadership: enhanced collaboration a key driver
Achieve scientific leadership: p enhanced collaboration a key k driver di 27
Slide 28: Return to growth: growth platforms delivered 15% growth in 2014
Return to growth: g platforms p delivered 15% growth g and 53% off revenue in i 2014 2014 ($ ($m) $ ) Growth ((%)) B ili t /B iliq Brilinta/Brilique 476 70 Di b t Diabetes 1,870 1,870 139 R pi t y Respiratory 5 063 5,063 10 Emerging Markets 5 827 5,827 12 Japan 2 227 2,227 (3)* (3) Product sales at
Slide 29: Great place to work
Great place p to work I Increases in i every category t in biennial employee p y survey y 8 % 85% 86% Employee p y Belief in our engagement strategy (8% increase) (18% increase) 88% Scientific and patient orientation i t ti ((12% iincrease)) 29
Slide 30: Q1 2015: Growth platforms deliver
Q1 2015: Growth platforms Q p deliver Q1 2015 Growth $ $m % Total Revenue Re en e 6 057 6,057 1 Growth Platforms 3,404 3,404 13 Brilinta /Brilique q 131 45 Diabetes 488 47 Respiratory 1 243 1,243 7 E Emerging i Markets M k t 1 533 1,533 18 J Japan 455 (2) C Core EPS $1 08 $1.08 (3) Total revenue and
Slide 31: Oncology – our sixth growth platform
Oncology gy – our sixth growth g platform p Several potential p oncology gy Oncologygy trials submissions b i i 2015 2015-2016 2016 underline d li potential t ti l MEDI4736 3L NSCLC 72 MET tremelimumab p p papillary y renal mesothelioma esotthelio a cellll carcinoma i 31 AZD9291 selumetinib NSCLC uv
Slide 32: Immuno-oncology
Immuno oncology Immuno-oncology gy T Transforming f i ttreatment t t Th promise The i off combinations: bi ti paradigms pa ad g s for o ca cancer ce Melanoma ea o a 1 Optimising T-cell 1. ffunction ti and d memory y 2. Antigen 3 Inhibition by 3. presentation & microenvironment i i t innate immunity
Slide 33: What science can do: AZD9291
What science can do: AZD9291 Response rate in T790M positive positi e cohorts (central test) 50 40 30 Best percentage change from baseline in target lesion D 20 D*D* 10 D 0 DDD -10 10 D DDDD -20 20 DD D -30 30 DD D D D -40 40 DDDD DDD D -50 50 D DD D 20 mg DDDD DDD DDD DD D -60 60 DDD D DD -70 40 mg
Slide 34: Total Shareholder Return (1 Jan 2013 to 31 Dec 2014)
Total Shareholder Return ((1 Jan 2013 to 31 Dec 2014)) Rank Share TSR 1 AstraZeneca PLC 72% 2 Vodafone f G Group PLC C 63% % 3 Gl GlaxoSmithKline S ithKli PLC 29% 4 U il Unilever PLC 28% 5 British American Tobacco PLC 27% 6 BP PLC 18% 7 Royal Dutch Shell PLC (B (B-shares) shares) 14% 8 Barclays PLC
Slide 35: 2015 Annual General Meeting
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g
Slide 36: Resolutions
R Resolutions l ti 1 To receive the Company’s 1. Company y s Accounts and the Reports i) Jean Philippe Courtois Jean-Philippe of the Directors and Auditor for the yyear ended j) Rudy Rudy d M Markham a kha 31 December 3 Dece beb 2014 0 k) Shriti Vadera 2 To confirm dividends 2. l) M Marcus W ll b Wa
Slide 37: 2015 Annual General Meeting
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g
Slide 38: Resolutions
R Resolutions l ti 1 To receive the Company’s 1. Company y s Accounts and the Reports i) Jean Philippe Courtois Jean-Philippe of the Directors and Auditor for the yyear ended j) Rudy Rudy d M Markham a kha 31 December 3 Dece beb 2014 0 k) Shriti Vadera 2 To confirm dividends 2. l) M Marcus W ll b Wa
Slide 39: Please place your completed Polling Card in one of the boxes
Please place your completed Polling Card in one of the boxes as you leave l th the meeting ti room We expect p to announce the results of the p poll later today y Th results The lt off the th poll ll will ill also l beb published bli h d on the th Investors I t section of our website: www.astrazenec
Slide 40: Thank you for attending and have a safe journey home
A AstraZeneca Z PLC P C 2015 Annual A l General G l Meeting M ti g Th k you ffor attending Thank tt di anddh have a safe f journey j home h