Ipsen Sa · EURONEXT:IPN
Ipsen Sa — Non-Deal Roadshow (November 2022)
24 slides from Ipsen Sa's roadshow presentation, November 2022
Slide 1: London investor roadshow
London investor roadshow November 2022 1
Slide 2: Disclaimer and safe harbor
Disclaimer and safe harbor − This presentation includes only summary information and does not purport to be comprehensive. Forward-looking statements, targets and estimates contained herein are for illustrative purposes only and are based on management’s current views and assumptions. Such statement
Slide 3: The Ipsen strategy
The Ipsen strategy Maximize Drive brands efficiencies Strengthen Focus on pipeline culture 3
Slide 4: The Ipsen investment case
The Ipsen investment case Sound financial Strong External- Geographical Advancing structure and Specialty Care innovation footprint R&D pipeline strong cash franchise strategy generation €2.2bn of firepower1 Opportunities for A well-balanced A good mix of Seven transactions for external innovation f
Slide 5: Clear focus on three therapy areas
Clear focus on three therapy areas A future built on Specialty Care Our vision To be a leading global, mid-sized biopharmaceutical company with a focus on transformative medicines in Oncology, Rare Disease and Neuroscience Oncology Rare Disease Neuroscience Strengthening Expanding Excelling and the
Slide 6: Ipsen's major on-market medicines
Ipsen’s major on-market medicines Sales breakdown €m Oncology Neuroendocrine tumors 1,203 +7.1% Oncology Advanced metastatic prostate 460 +17.5% cancer Neuroscience Motor muscular disorders 435 Medical aesthetics +26.3% RCC: monotherapy and in 554 +22.8% Oncology combination Oncology Metastatic panc
Slide 7: A strong platform for sustainable growth
A strong platform for sustainable growth External innovation Transition post-SSA competition entry Innovative medicines Drive growth of core & innovative medicines Somatuline Accelerate growth with external innovation sales Total Core medicines Time SSA: somatostatin analogue. 7
Slide 8: Consistent execution of the external-innovation strategy
Consistent execution of the external-innovation strategy Seven transactions completed in 2021 across the three therapeutic areas Accent Therapeutics BAKX Therapeutics Queen’s University METTL3 BKX-001 FLIP-inhibitor program Oncology Preclinical Preclinical Preclinical GENFIT elafibranor Rare Disease
Slide 9: Expanding the portfolio and pipeline
Expanding the portfolio and pipeline Acquisition of Epizyme Tazverik − U.S. on-market compound with good patent life leveraging Ipsen’s existing in-market presence − Compelling clinical data at ASCO with potential for new indications − $150-250m sales based on current indication and $800m of peak sa
Slide 10: Building a high-value, sustainable pipeline
Building a high-value, sustainable pipeline Phase I Phase II Phase III Registration TAZVERIK IPN60210 CABOMETYX + ATEZOLIZUMAB PALOVAROTENE (various combinations) R/R multiple myeloma and R/R DLBCL 2L NSCLC FOP R/R hematologic malignancies IPN59011 TAZVERIK CABOMETYX + ATEZOLIZUMAB Longer-acting neu
Slide 11: Pipeline: next major milestones
Pipeline: next major milestones Q4 2022 Cabometyx + atezolizumab: 2L NSCLC Phase III data readout Onivyde + 5-FU/LV + oxaliplatin: 1L PDAC Phase III data readout H1 2023 palovarotene: FOP regulatory decisions1 - U.S., E.U. mesdopetam: PD-LID Phase IIb data readout elafibranor: 2L PBC Phase III data
Slide 12: Conclusion
Conclusion Successfully executing on our strategy Drive Focus Delivering Advancing pipeline: Focusing on strong results efficienciesexternal innovation key milestones on culture Growth platforms performing well Number of assets Significant and growing and trials increasing firepower Compelling finan
Slide 13: Appendix
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Slide 14: September 2022 sales highlights
September 2022 sales highlights Growth of 9.5% YTD and 7.6% in Q3 YTD 2022 Q3 2022 €m % change €m % change Dysport 400 24.8% 158 43.3% Decapeptyl 396 15.6% 131 14.9% Cabometyx 328 24.1% 116 21.8% Onivyde 122 17.1% 39 -5.3% Growth platforms 1,246 20.8% 444 23.2% Somatuline 912 -2.8% 312 -9.8% Other 5
Slide 15: A well-balanced and expanding global footprint
A well-balanced and expanding global footprint NORTH AMERICA EUROPE REST OF THE WORLD 34% 42% 24% of total sales of total sales of total sales countries with Ipsen countries where Ipsen 30+ presence 100+ medicines are marketed Based on YTD 2022 total sales. Europe is defined as the E.U., the U.K., I
Slide 16: Growth-platforms' sales increased by 20.8%
Growth-platforms’ sales increased by 20.8% September year to date 2022 +24.8% +15.6% +24.1% +17.1% • Similar performance Strong performance • Continued strong • Contribution from the • Solid performance in across Ax and Tx volume growth across launch of 1L RCC 2L PDAC in the U.S. all countries cabo
Slide 17: Somatuline sales declined by 2.8%
Somatuline sales declined by 2.8% September year to date 2022 NORTH AMERICA EUROPE REST OF THE WORLD -3.6% -9.3% +34.5% • Continued volume • Generic competition • Strong performance growth, despite impacting Somatuline, in a number of increased competition mainly in Germany, markets, including Franc
Slide 18: Oncology
Oncology Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint(s) Status Cabometyx Docetaxel CONTACT-01 Data anticipated 2L NSCLC 366 or OS Phase III Q4 2022 Cabometyx + atezolizumab NCT04471428 Second novel hormonal Cabometyx therapy (abiraterone and CONTACT-02 2L
Slide 19: Oncology
Oncology Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint(s) Status R/R FL: following at Tazverik least one prior Placebo + R2 SYMPHONY-1 systemic 540 or PFS Recruiting Phase III chemotherapy, Tazverik + R2 NCT04224493 immunotherapy, or chemoimmunotherapy Tazve
Slide 20: Rare Disease
Rare Disease Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint(s) Status Palovarotene - 5mg QD Palovarotene Regulatory decisions and upon flare-up, MOVE FOP Annualized change in anticipated: 107 20mg QD for 28 days, Phase III (chronic) new HO volume followed by
Slide 21: Neuroscience
Neuroscience Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint Status Recruitment Levodopa-induced Mesdopetam Change in average daily hours of completed dyskinesia in Mesdopetam or Phase IIb 156 ON-time1 without troublesome Parkinson’s placebo NCT04435431 dyskin
Slide 22: Thank you
IPSEN £9) Innovation for patient care
Slide 23: Craig Marks, Adrien Dupin de Saint-Cyr
Craig MARKS Vice President, Investor Relations +44 7564 349 193 craig.marks@ipsen.com Adrien DUPIN DE SAINT-CYR Investor Relations Manager +33 6 64 26 17 49 adrien.dupin.de.saint.cyr@ipsen.com 23
Slide 24: Follow us
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