Amneal Pharmaceuticals, Inc. · NASDAQ:AMRX
Amneal Pharmaceuticals — Jefferies Global Healthcare Conference 2025
18 slides from Amneal Pharmaceuticals's conference presentation, Jun 5, 2025
Slide 1: Amneal Pharmaceuticals Jefferies Healthcare Conference Company Presentation
Amneal Pharmaceuticals Jefferies Healthcare Conference Company Presentation June 5, 2025 1
Slide 2: Cautionary statement on forward looking statements
Cautionary statement on forward looking statements Certain statements contained herein, regarding matters that are not historical facts, may be forward-looking statements (as defined in the U.S. Private Securities Litigation Reform Act of 1995). Such forward-looking statements include statements reg
Slide 3: Entering a new chapter of growth in 2025 and beyond
Entering a new chapter of growth in 2025 and beyond G L P - 1 / P E P T I D E S (1) 2028+ CREXONT® LAUNCH IN SPECIALTY 2019 – 2024: 2024 2025 & B E YON D ( 1 ) : D IV E RS IFIE D B U S IN E S S A N D BIOSIMILARS N E W E RA OF G ROWT H A S A E XPA N D E D PORT FOLIO 2022 G LOB A L B IOPHA RM A C E U
Slide 4: Successful transformation and track record of success
Successful transformation and track record of success: Diversification, growth and deleveraging to create value 2019 2025 (1) $1.6B $3.0 - $3.1B Net Revenues -2% +7% to +11% I n c r e a s e d D i v e r si f i c a ti on Oral solid generics % of total revenue 53% 23% D e e p P i p el i n e Pending AND
Slide 5: Strong and sustainable revenue growth and profitability driven by all business areas
Strong and sustainable revenue growth and profitability driven by all business areas $3.0 – $3.1B $2.8B $2.4B $663 $2.2B $2.1B $2.0B $532 $349 $406 $446 Net Revenue +11% $1.6B $294 from 2019 to 2024 CAGR $390 $374 $356 $378 $318 $78 $718 Adjusted EBITDA +13% $292 $452 $490 $569 from 2019 to 2024 CAG
Slide 6: Formula for sustainable long-term revenue growth
Formula for sustainable long-term revenue growth 2024 Segment Strategy for Growth Growth Projection (2) Revenue Leading retail and injectables portfolio with durable and impactful complex products including 505(b)(2) injectables; Affordable ongoing cadence of new product launches, expanding M e d i
Slide 7: Delivering innovations in increasingly complex areas of medicine
Delivering innovations in increasingly complex areas of medicine Breykia® (DHE Autoinjector) (Migraine & Cluster Headache) FYLNETRA® acquisition (peg-filgrastim) Acquires InterPharm Injectables ALYMSYS® New York India INHALATION (bevacizumab) RELEUKO® Naloxone HCL Amneal founded Transdermal 2 GLP-1
Slide 8: Our R&D and manufacturing capabilities are a competitive advantage
Our R&D and manufacturing capabilities are a competitive advantage with one of the largest U.S. manufacturing footprints in the industry Strong R&D and manufacturing capabilities Global network of FDA-approved, delivering complex & high-value dosage forms cGMP manufacturing sites INJECTIBLES ORAL SO
Slide 9: Expanding specialty business with new therapeutic offerings
Expanding specialty business with new therapeutic offerings Specialty highlights Continued Specialty growth Next Growth Drivers Expanding portfolio CREXONT building momentum Launches & near-term pipeline • Therapeutic focus today on • $449M Specialty revenue in LTM Q1 2025, Timing Program Therapeuti
Slide 10: Strong adoption of CREXONT for Parkinson's Disease
Strong adoption of CREXONT® for Parkinson’s Disease CREXONT® on-track to be leading branded therapy Strong first year results for growing Parkinson’s patient population Ahead of expectations • 1M+ U.S. Parkinson's Disease (PD) patient population, ~700K C R E X O N T ® P R E S C R I P T I O N G R O W
Slide 11: Brekiya (DHE autoinjector) is a new treatment for episodic migraine and cluster headache
Brekiya® (DHE autoinjector) is a new treatment for episodic migraine and cluster headache DHE (dihydroergotamine mesylate) autoinjector First and only autoinjector to deliver Self-administer with same medication used in hospitals the power of DHE for sustained* pain relief (4)(5)† Designed to be use
Slide 12: Strategic collaboration with Metsera represents a new, integrated business model
Strategic collaboration with Metsera represents a new, integrated business model to drive innovation at scale and speed in the GLP-1 space GLOBAL OBESITY AND METABOLIC DISEASE MARKET 2 0 2 4 - 2 0 3 0 (1) Deep expertise in complex drug development & manufacturing; $150B+ Strong track record of deliv
Slide 13: Continued strength in Affordable Medicines driving sustainable growth
Continued strength in Affordable Medicines driving sustainable growth Diverse portfolio of complex retail products Affordable Medicines net revenue ($ millions): +8% CAGR from 2022 - 2024 Retail Ability to develop & commercialize complex $ millions OSD Non-OSD products driving portfolio shift to
Slide 14: Diversified Affordable Medicines portfolio driving sustainable growth
Diversified Affordable Medicines portfolio driving sustainable growth Purposeful Mix Shift Deep Pipeline towards a more complex portfolio with focus on complex products Pipeline mix Affordable Medicines net revenues mix ($’s) (# of products) ~47 pipeline 4% programs ~$72B TAM 41% 35% 46% 44% ~81 AND
Slide 15: Our biosimilars portfolio is well-positioned for growth
Our biosimilars portfolio is well-positioned for growth Biosimilar Market Our Strategy Product name Therapeutic U.S. Market Biosimilar Size ($B) (2) Status Area Next Wave of Affordable Medicines With an Expanding Portfolio Biologic Brand ALYMSYS® • Growing U.S. adoption of • To date, in-licensing mo
Slide 16: Delivering continued double-digit growth in AvKARE segment
Delivering continued double-digit growth in AvKARE segment AvKARE Revenue by Year Well Positioned for Long-term Growth +23% revenue CAGR from 2020 to 2024 driven by new products and expanding channels ($ millions) • Wholesaler and re-packager selling to U.S. Government $663 agencies, clinics and hos
Slide 17: Strong financial performance and reducing leverage
Strong financial performance and reducing leverage FY 2022 FY 2023 FY 2024 LTM Q1 2025 $2.3B TLB due 2028 N E T R E V E N UE S $2.2B $2.4B $2.8B $2.8B (repaid stub in Jan. 2025) (1) A D J U S T E D E B I T DA $514M $558M $627M $645M Credit ratings upgrade to GROSS DEBT $2,740 $2,767 $2,585 $2,568 B1
Slide 18: Key takeaways
Key takeaways Proven track record Expanding in high-growth areas Consistent high level Global diversified of superb execution, such as Specialty, Biosimilars & of cash generation to biopharmaceutical quality, innovation GLP-1’s with significant market invest in growth and company well-positioned and
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