Zeria Pharmaceutical Co., Ltd. · TSE:4559
Zeria Pharmaceutical — Investor Presentation (March 2016)
33 slides from Zeria Pharmaceutical's investor presentation, March 2016
Slide 1: ZERIA Pharmaceutical Co., Ltd.
ZERIA Pharmaceutical Co., Ltd.
Slide 2: ZERIA Pharmaceutical Co., Ltd.
ZERIA Pharmaceutical Co., Ltd. 2
Slide 3: ZERIA Pharmaceutical Co., Ltd.
ZERIA Pharmaceutical Co., Ltd.
Slide 4: u ZERIA Pharmaceutical Co., Ltd.
u 2014 2015 61,012 100.0% 62,475 100.0% 2.4% 42,539 69.7% 44,548 71.3% 4.7% 39,861 65.3% 39,982 64.0% 0.3% 9,882 16.2% 8,579 13.7% 13.2% 3,102 5.1% 3,256 5.2% 4.9% 2,678 4.4% 4,565 7.3% 70.4% 2,770 4.5% 4,450 7.1% 60.7% 2,557 4.2% 3,513 5.6% 37.4% ZERIA Pharmaceutical Co., Ltd. 4
Slide 5: u ZERIA Pharmaceutical Co., Ltd.
u 800 620 610 625 600 254 271 287 400 200 364 338 336 0 2013 2014 2015 ZERIA Pharmaceutical Co., Ltd. 5
Slide 6: u u ZERIA Pharmaceutical Co., Ltd.
u u 2014 2015 33,759 33,580 0.5% 18,264 18,257 0.0% 3,954 3,434 13.1% 3,514 2,965 15.6% 8,923 8,026 11.2% (1,896) ZERIA Pharmaceutical Co., Ltd. 6
Slide 7: u u ZERIA Pharmaceutical Co., Ltd.
u u (%) 200 120 115 150 110 100 105 100 50 95 0 90 2014 2015 2014 2015 ZERIA Pharmaceutical Co., Ltd. 7
Slide 8: u u ZERIA Pharmaceutical Co., Ltd.
u u 1.25 1.20 1.15 1.10 1.05 1.00 0.95 2015/1/15 0.90 ZERIA Pharmaceutical Co., Ltd. 8
Slide 9: u ZERIA Pharmaceutical Co., Ltd.
u 2014 2015 27,095 28,741 6.1% 9,351 10,520 12.5% 4,983 5,894 18.3% 4,368 4,626 5.9% 7,429 7,415 0.2% 1,541 1,601 3.9% 8,772 9,204 4.9% ZERIA Pharmaceutical Co., Ltd. 9
Slide 10: u W W
u W 50% W 40% 30% 20% 10% 0% 2013 2014 2015 SRI 20134 20163 ZERIA Pharmaceutical Co., Ltd. 10
Slide 11: ZERIA Pharmaceutical Co., Ltd.
150 5% +5% 27 46 100 58 50 99 86 75 0 2013 2014 2015 ZERIA Pharmaceutical Co., Ltd. 11
Slide 12: u ZERIA Pharmaceutical Co., Ltd.
u 150 25% 125 120 20% 105 20.0% 90 83 17.2% 15% 13.4% 60 10% 30 5% 0 0% 2013 2014 2015 ZERIA Pharmaceutical Co., Ltd. 12
Slide 13: ZERIA Pharmaceutical Co., Ltd.
ZERIA Pharmaceutical Co., Ltd.
Slide 14: u l l
u l l l l l Entocort Asacol l l F.T.Pharma ZERIA Pharmaceutical Co., Ltd. 14
Slide 15: u l l
u l ‒ l ‒ l ‒ ZERIA Pharmaceutical Co., Ltd. 15
Slide 16: u l l
u 200,000 50 47 5 1 40 35 150,000 30 25 20 100,000 10 0 50,000 l 0 l l / ZERIA Pharmaceutical Co., Ltd. 16
Slide 17: u l l
u l l l 120% 110% 100% 0.0–1.85 GASTROENTEROLOGY 1.86–3.09 2012;142:46–54 3.10–4.97 90% 4.98–7.71 2015 2016 7.72–19.2 ZERIA Pharmaceutical Co., Ltd. 17
Slide 18: u Hongo M, J Gastroenterol Hepatol. 2012
u 800,000 700,000 600,000 500,000 400,000 2008 2009 2010 2011 2012 2013 2014 Hongo M, J Gastroenterol Hepatol. 2012 ZERIA Pharmaceutical Co., Ltd. 18
Slide 19: ZERIA Pharmaceutical Co., Ltd. GASTROENTEROLOGY
1960-1979 50,000 5 2,000 / 40,885 40,000 30,000 1980-2008 20,000 10,000 0 0.0–0.80 / 0.81–1.94 1.95–3.76 3.77–6.38 GASTROENTEROLOGY 6.39–29.3 2012;142:46–54 ZERIA Pharmaceutical Co., Ltd. 19
Slide 20: u l l
u l l ‒ l ‒ l 9 25 6 20165 11 ZERIA Pharmaceutical Co., Ltd. 20
Slide 21: l l l
l l 59 50 36 l 46 l 36 44 l 2013 2014 2015 2016 ZERIA Pharmaceutical Co., Ltd. 21
Slide 22: u l l
u l l l l ZERIA Pharmaceutical Co., Ltd. 22
Slide 23: u ZERIA Pharmaceutical Co., Ltd.
u ü ü 80 60 40 66 58 20 33 38 31 0 2014 2015 2016 ZERIA Pharmaceutical Co., Ltd. 23
Slide 24: u ZERIA Pharmaceutical Co., Ltd.
u ü ü ü ZERIA Pharmaceutical Co., Ltd. 24
Slide 25: u ZERIA Pharmaceutical Co., Ltd.
u ü ü ü ü 200 180 160 140 120 100 ZERIA Pharmaceutical Co., Ltd. 25
Slide 26: u u Le Van Truyen.“
u ü ü u Le Van Truyen.“ 2014 ” GMP Platform, http://www.gmp-platform.com/topics_detail1/id=379 GMP Platform ASEAN - 9(2), 1-6 (2014) ASEAN- ZERIA Pharmaceutical Co., Ltd. 26
Slide 27: u u ZERIA Pharmaceutical Co., Ltd.
u ü ü u ü ZERIA Pharmaceutical Co., Ltd. 27
Slide 28: l Z-215 [PPI] l Z-360 l Z-338
l Z-215 [PPI] l Z-360 l Z-338 [] [ ] [FD] [H2 ] l Z-338 [FD] [FD] l Z-206 l [UC] Entocort) [UC] [CD] [] u TP05 [UC] l Z-206 u TP09 [FAP] [UC] [] l Z-100 [] [Ca] [] [NSAID] l Z-213 [] [] FD UC CD FAP NSAID ZERIA Pharmaceutical Co., Ltd. 28
Slide 29: u l l
u l 100 l 80 60 l 40 l 20 l 0 2015 2016 ZERIA Pharmaceutical Co., Ltd. 29
Slide 30: ZERIA Pharmaceutical Co., Ltd.
2015 2016 62,475 66,000 5.6% 4,565 4,800 5.1% 4,450 4,600 3.4% 3,513 3,600 2.5% 31 32 ― 8,579 9,500 10.7% 3,256 3,800 22.5% 12,516 16,949 35.4% ZERIA Pharmaceutical Co., Ltd. 30
Slide 31: ZERIA Pharmaceutical Co., Ltd.
800 660 610 625 600 287 303 271 400 200 338 336 355 0 2014 2015 2016 ZERIA Pharmaceutical Co., Ltd. 31
Slide 32: ZERIA Pharmaceutical Co., Ltd.
150 48 27 46 100 58 50 99 95 86 75 0 2013 2014 2015 2016 ZERIA Pharmaceutical Co., Ltd. 32
Slide 33: ZERIA Pharmaceutical Co., Ltd.
ZERIA Pharmaceutical Co., Ltd. 33
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