Gsk Plc · LSE:GSK
Gsk — Investor Day (2019)
18 slides from Gsk's investor day presentation, 2019
Slide 1: Fuelling our future growth
Fuelling our future growth ViiV Healthcare: Update on our pipeline progression CONFIDENTIAL INFORMATION – FOR INTERNAL USE ONLY
Slide 2: Welcome
WELCOME David Redfern Deborah Waterhouse Kimberly Smith MD, Chairman CEO Global Research & Medical Strategy CONFIDENTIAL INFORMATION – FOR INTERNAL USE ONLY 2
Slide 3: Cautionary statement regarding forward-looking statements
CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This presentation may contain forward-looking statements. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly t
Slide 4: To leave no person living with HIV behind
TO LEAVE NO PERSON LIVING WITH HIV BEHIND CONFIDENTIAL INFORMATION – FOR INTERNAL USE ONLY The people depicted in this photo are models, for illustrative purposes only. 4
Slide 5: Our pipeline
OUR PIPELINE NEW TREATMENT PARADIGM SEARCH FOR PREVENTION TWO-DRUG REGIMENS cabotegravir REMISSION Juluca (dolutegravir/rilpivirine) (744LAP) † AND CURE Dovato (dolutegravir/lamivudine) Collaborations Long-acting treatment regimens† cabotegravir + rilpivirine New MOA Combinectin (GSK3732394)*ǂ LEGAC
Slide 6: The US FDA approved Dovato
The US Food and Drug Administration (FDA) approved Dovato An innovative treatment powered by dolutegravir at the core for treatment-naïve PLHIV Dovato offers PLHIV efficacy non-inferior to a three-drug ViiV’s Dovato wins speedy US approval regimen with fewer drugs that with PRV, empowering GSK to mu
Slide 7: No one should take more medicines than they need
NO ONE SHOULD TAKE MORE MEDICINES THAN THEY NEED Reducing long term effect of HIV medication on the body ranked as the most important improvement among people living with HIV (PLHIV) PLHIV worry about long- PLHIV would consider reducing 72 % term effects of HIV 56 % the number of drugs in their trea
Slide 8: GEMINI 1 & 2 Phase III studies: pivotal 48-week data
GEMINI 1 & 2 PHASE III STUDIES: PIVOTAL 48-WEEK DATA FOR APPROVAL AND LAUNCH Noninferior virologic efficacy for the 2DR of DTG + 3TC vs the three-drug regimen of DTG + TDF/FTC Low rates of confirmed virologic withdrawals – no treatment-emergent INSTI or NRTI mutations Overall safety and tolerability
Slide 9: Dovato: evidence generation continues
DOVATO: EVIDENCE GENERATION CONTINUES April 2019 Anticipated Q4 2019 Dovato EU GEMINI 1 & 2 TANGO GEMINI 1 & 2 approval 96 week data 48 week data 148 week data Dovato SALSA US approval starts Q3 2019 2020 SALSA CONFIDENTIAL INFORMATION – FOR INTERNAL USE ONLY 9
Slide 10: Giving treatment a shot: cabotegravir + rilpivirine long acting injectable
GIVING TREATMENT A SHOT: cabotegravir + rilpivirine long acting injectable (investigational) POTENTIAL INDICATIONS HIV treatment (long acting injectable) / CAB LA + RPV LA every 4 week IM injection as a two-drug maintenance regimen / For virologically suppressed patients who don’t want a daily remin
Slide 11: ATLAS/FLAIR meet primary endpoints
ATLAS/FLAIR MEET PRIMARY ENDPOINTS: Cabotegravir and rilpivirine monthly injectable demonstrates non-inferiority to oral three-drug regimen ATLAS FLAIR CONFIDENTIAL INFORMATION – FOR INTERNAL USE ONLY 11
Slide 12: Strong patient preference for monthly injectable over daily oral regimen
STRONG PATIENT PREFERENCE FOR MONTHLY INJECTABLE OVER DAILY ORAL REGIMEN Question: Today we would like you to compare your experience on the Long Acting injections with the oral medication you received during the study. Which therapy do you prefer? ATLAS: 266 of 273 (97%) preferred the LA regimen ov
Slide 13: Reaction to ATLAS/FLAIR
Media headlines and REACTION TO ATLAS/FLAIR commentary cemented positive reception HIV Drug Aiming to Free Patients From Daily Doses Nears Market The success of the two injectable- drug studies — named Atlas and Flair — raised hopes among H.I.V. experts that these shots may eventually be used to pro
Slide 14: Cabotegravir: evidence generation and milestones
CABOTEGRAVIR: EVIDENCE GENERATION AND MILESTONES March 2019 CAB+RPL LA Q3 2019 Q1 2020 Anticipated 2021-2022 US regulatory ATLAS 2M CAB+RPL LA submission headline data EU approval ATLAS & CAB+RPL LA Anticipated CAB PrEP FLAIR 48w EU regulatory US studies read out presentations April 2019 submission
Slide 15: Fostemsavir: a life-saving investigational medicine
FOSTEMSAVIR: a life-saving investigational medicine for patients with few or no treatment options left FDA breakthrough First-in-class – unique No cross-resistance therapy designation2 mechanism blocking to other antiretrovirals1,3 US regulatory filing planned CD4 binding1 for 2H2019 In BRIGHTE stud
Slide 16: Continuing to disrupt and innovate
CONTINUING TO DISRUPT AND INNOVATE NEW TREATMENT PARADIGM SEARCH FOR PREVENTION TWO-DRUG REGIMENS cabotegravir REMISSION Juluca (dolutegravir/rilpivirine) (744LAP) † AND CURE Dovato (dolutegravir/lamivudine) Collaborations Long-acting treatment regimens† cabotegravir + rilpivirine New MOA Combinecti
Slide 17: Q&A
Q&A The person depicted in this photo is a model, for illustrative purposes only. CONFIDENTIAL INFORMATION – FOR INTERNAL USE ONLY
Slide 18: Until the day we beat HIV
UNTIL THE DAY WE BEAT HIV CONFIDENTIAL INFORMATION – FOR INTERNAL USE ONLY The people depicted in this photo are models, for illustrative purposes only.