Merck & Company, Inc. · NYSE:MRK
Merck & — Investor Day (2019)
15 slides from Merck &'s investor day presentation, 2019
Slide 1: Welcome & Introductions
Welcome & Introductions Ken Frazier, Chairman and Chief Executive Officer Financial & Value Creation Overview Rob Davis, Chief Financial Officer and Head of Global Services Commercial Growth Drivers: KEYTRUDA & Beyond Frank Clyburn, Chief Commercial Officer Animal Health Innovation Rick DeLuca, Pres
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT OF MERCK & Co., Inc., Kenilworth, N.J., USA These presentations from Merck & Co., Inc., Kenilworth, N.J., USA (the “company”) include “forward- looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995.
Slide 3: Commercial Priorities to Drive Further Global Growth
COMMERCIAL PRIORITIES TO DRIVE FURTHER GLOBAL GROWTH Frank Clyburn Build on leading Capitalize on Successfully position across key global growth execute new growth pillars opportunities launches 17
Slide 4: Current Pillars Have Expansion Opportunities Ahead
CURRENT PILLARS HAVE EXPANSION OPPORTUNITIES AHEAD HOSPITAL ONCOLOGY VACCINES Frank Clyburn PORTFOLIO Visibility into growth drivers over the next 5 years 18
Slide 5: Oncology: Driving Global Leadership
ONCOLOGY: DRIVING GLOBAL LEADERSHIP 27 Indications 15 Tumor types + MSI-H Foundational cancer Market-leading Broad-based Frank Clyburn treatment PARPi TKI >200K Patients treated Strong foundation with long runway for growth ahead 19
Slide 6: KEYTRUDA: Significant Global Growth Opportunities
KEYTRUDA: SIGNIFICANT GLOBAL GROWTH OPPORTUNITIES • Building on leadership in lung with KEYTRUDA is one of the best-selling additional reimbursement rolling out across drugs 6 years after launch Europe and other markets $10,000 $9,000 • Encouraged by early adoption in RCC and adjuvant melanoma launc
Slide 7: LYNPARZA: Set for Sustained Class Leadership
LYNPARZA: SET FOR SUSTAINED CLASS LEADERSHIP • Lynparza has class leadership in the U.S., Growth opportunities with ~60% of total PARPi prescriptions across multiple tumor types • The only PARPi with 1L maintenance indication in ovarian cancer based on strong and more ... results from SOLO-1 • POLO
Slide 8: LENVIMA: Establishing as TKI of Choice
LENVIMA: ESTABLISHING AS TKI OF CHOICE Growth opportunities • Approved in markets worldwide in RCC, across multiple tumor types HCC and differentiated thyroid cancer • Significant opportunity in China given and more … prevalence of HCC in the market • Strong commercial collaboration sets Lung cancer
Slide 9: Oncology: Potential for >50 Additional Indications Over Next 5 Years
ONCOLOGY: POTENTIAL FOR >50 ADDITIONAL INDICATIONS OVER NEXT 5 YEARS Proportion of expected indications by product Frank Clyburn Potential to nearly triple oncology indications by 2023 23
Slide 10: Vaccines: Growing Global Business with Near- and Long-Term Opportunities
VACCINES: GROWING GLOBAL BUSINESS WITH NEAR- AND LONG-TERM OPPORTUNITIES Nearly doubled vaccines • Significant long-term opportunity for revenue since 2010 pediatric and adult vaccines growth $7.3B around the world Other ZOSTAVAX • High barriers-to-entry supporting $5.7B ROTATEQ sustained, durable p
Slide 11: GARDASIL: Positioned for Renewed Growth
GARDASIL: POSITIONED FOR RENEWED GROWTH Global incidence of HPV-related cancers & diseases • Growth driven by global appeals to eliminate cervical cancer Male Common Female Oropharynx cancer • Reacceleration of growth driven by expansion into new geographies, public Recurrent Respiratory and gender-
Slide 12: Hospital Portfolio: Optimized by Global Strength and Scale
HOSPITAL PORTFOLIO: OPTIMIZED BY GLOBAL STRENGTH AND SCALE BRIDION poised for continued growth Sizable HAB/VAB pneumonia worldwide as number of surgeries that indication represents new use a reversal agent increases opportunity for ZERBAXA growth Frank Clyburn Leading portfolio of antibiotics and Re
Slide 13: Innovative Portfolio and Wave of Indications Driving Global Growth
INNOVATIVE PORTFOLIO AND WAVE OF INDICATIONS DRIVING GLOBAL GROWTH -4% Growth Contributors: KEYTRUDA GARDASIL +4% Growth Contributors: +12% Pediatric Vaccines Growth Contributors: Canada GARDASIL +9% BRIDION Lynparza KEYTRUDA +67% KEYTRUDA Lenvima JANUVIA United Lenvima Europe¹ Hospital Acute Care L
Slide 14: China Becoming New Pillar of Growth
CHINA BECOMING NEW PILLAR OF GROWTH 43% Pivoting portfolio Reaching more patients & to innovation expanding customer base 30% 25% 24% 23% Frank Clyburn 18% 18% 18% 16% 15% 14% 12% 9% Average: 11% 7% 4% 1 Merck MNC MNC MNC MNC MNC MNC MNC MNC MNC MNC MNC MNC MNC MNC 1Only includes Human Health portio
Slide 15: Confident in Growth Opportunities and Ability to Execute
CONFIDENT IN GROWTH OPPORTUNITIES AND ABILITY TO EXECUTE Frank Clyburn Innovative portfolio Significant World-class with significant international commercial teams demand-driven opportunities, executing in a growth notably in China changing environment Commercial foundation for sustained global grow