Alexion Pharmaceuticals — FY2020 Earnings Presentation
19 slides from Alexion Pharmaceuticals's earnings presentation, Feb 11, 2021
Slide 1: Speakers
Speakers Pascal Soriot Executive Director & Chief Executive Officer Marc Dunoyer Executive Director & Chief Financial Officer Mene Pangalos Executive Vice President BioPharmaceuticals R&D Pam Cheng Executive Vice President Operations & IT Ruud Dobber Executive Vice President BioPharmaceuticals Busin
Slide 2: Forward-looking statements
Forward-looking statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter ‘the Group’) provides the following cautionary statement: this document contains certain forward-looking statements wit
Slide 3: 2020: a remarkable year in AstraZeneca's history
2020: a remarkable year in AstraZeneca’s history 1 Resilient business performance 2 COVID-19 response 3 Proposed Alexion acquisition 4 Ambition Zero Carbon 5
Slide 4: Second consecutive year of double-digit growth in 2020
Second consecutive year of double-digit growth in 2020 +10% Total Revenue +11% Product Sales $7bn Quarterly sales First time since Q4 2012 +33% New Medicines 6
Slide 5: New medicines drive growth
New drive medicines growth 7 Respiratory & Immunology stable at $5.4bn New CVRM 9% growth to $4.7bn Oncology 24% growth to $11.5bn
Slide 6: Strong and diversified growth
Strong and diversified growth Product Sales +12% United States Europe Emerging Markets Established Rest of World (RoW) Established RoW Product Sales +6% Revenue +5% US Revenue +13% Emerging Markets Product Sales +10% Revenue +10% Europe Product Sales +15% Revenue +9%
Slide 7: Oncology pipeline
Oncology pipeline sales and $1.8bn. Class leading PARP key tumour types 9 49% product sales growth to inhibitor overall and within all US and EU regulatory approvals for less-frequent, fixed-dose use. CASPIAN indication now approved in over 50 countries A year after launch, the number one prescribed
Slide 8: BioPharma pipeline
BioPharma pipeline sales and regulatory decision in exacerbations (NAVIGATOR) Tezepelumab Anifrolumab lupus erythematosus 10 •US, EU and Japan anticipated for systemic •Launched in China, Japan, US •EU regulatory approval (Trixeo Aerosphere) •Statistically significant reduction •Potential to transfo
Slide 9: 2020 Full-Year Core profit and loss
2020 Full-Year Core profit and loss Absolute values at actual exchange rates; changes at CER. Gross margin excludes the impact of collaboration revenue and any associated costs, thereby reflecting the underlying performance of product sales. 11 Total revenue - product sales - collaboration revenue F
Slide 10: Met 2020 guidance despite disruption to global economy
Met 2020 guidance despite disruption to global economy • • Guidance is at CER. AstraZeneca recognises the heightened risks and uncertainties from the impact of COVID-19 referred to in the results announcement. 12 Total RevenueCore EPS Increase by a high single-digitIncrease by a mid-to to a low doub
Slide 11: 2021 guidance shows confidence in the future
2021 guidance shows confidence in the future • The guidance does not incorporate any revenue or profit impact from sales of COVID-19 Vaccine AstraZeneca or the proposed acquisition by the Company of Alexion Pharmaceuticals, Inc. (Alexion), anticipated to close in Q3 2021. Guidance is at CER. AstraZe
Slide 12: Strategic rationale for proposed acquisition
Strategic rationale for proposed acquisition 1 Complementary science and opportunity for synergy 2 Immunology and rare disease complementarity 3 Sustained, industry leading double-digit revenue growth 4 Improved profitability and strengthened cash flow 14 14
Slide 13: COVID-19 Vaccine approved in more than countries
COVID-19 Vaccine approved in more than 50 countries Q1/2 – PhIII US HLR/ publication Q2 – FDA EUA filing/approval 30/12/20 authorisation 30/12/20 licence 14/01/21 CMA, conditional marketing authorisation; EMA, European Medicine Agency; EU; European Union, emergency use authorisation, OGYEI, National
Slide 14: COVID-19 Vaccine: Supply and Roll Out
COVID-19 Vaccine: Supply and Roll Out 8 Months COVAX FACILITY GLOBAL SUPPLY FORECAST BY CANDIDATE COVAX Available Supply, Cumulative, Mn doses, 20211 for commercial supply availability 640 AZD1222 consortium 25+ sites in global manufacturing network Further volumes to become available in 2022, subje
Slide 15: COVID-19 LAAB: Long-acting antibody AZD7442
COVID-19 LAAB: Long-acting antibody AZD7442 technology triples durability High level of neutralizing activity against emerging variants Evaluated for intra-muscular administration in both prevention and treatment late-stage trials. Five Phase II/III trials; first data in H1 2021 AstraZeneca's propri
Slide 16: Summary
Summary 1 Second straight year of double-digit growth 2 New medicines drive growth across all regions 3 Oncology total revenue increased 24% in the year 4 Upgraded guidance shows confidence in future 5 Vaccine and Alexion bid cap a remarkable year 18 18
Slide 17: Summary
_as v “4 - . % . Summary *y eo . 7 6 Second straight year of double-digit growth a © New medicines drive growth across all regions Oncology total revenue increased 24% in the year . 9 ra) Upgraded guidance shows confidence in future “® 7) 6 Vaccine and Alexion bid cap a remarkable year * 18 ] * %
Slide 18: Confidentiality Notice
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Slide 19: Confidentiality Notice
20 Confidentiality Notice it from your system and note that you must not copy, This file is private and may contain confidential and proprietary information. If you have received this file in error, please notify us and remove istribute or take any action in reliance on it. Any unauthorized use or d
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