Regeneron Pharmaceuticals, Inc. · NASDAQ:REGN
Regeneron Pharmaceuticals — Investor Presentation (January 2012)
23 slides from Regeneron Pharmaceuticals's investor presentation, Jan 10, 2012
Slide 1: Building a Biopharmaceutical Growth Company
ea REGENERON Building a Biopharmaceutical Growth Company Leonard S. Schleifer, M.D., Ph.D. President and Chief Executive Officer
Slide 2: Safe Harbor Statement
Safe Harbor Statement Except for historical information, the matters contained in this presentation may constitute forward-looking statements that involve risks and uncertainties, including risks and uncertainties related to product development and clinical trials, unforeseen safety issues resulting
Slide 3: Regeneron
3 REGENERON
Slide 4: Building Blocks of Sustained Long-Term Growth
Building a Biopharmaceutical Growth Company Building Blocks of Sustained Long-Term Growth Revenue Drivers Profitability ‘REGENERON
Slide 5: Short and Long-Term Revenue Drivers
Building a Biopharmaceutical Growth Company Short and Long-Term Revenue Drivers rcs Bi zara cro) MARKET POTENTIAL >
Slide 6: Products and Collaborations Drive Profitability
Building a Biopharmaceutical Growth Company Products and Collaborations Drive Profitability U.S. EYLEA expected to drive profitability Regeneron owns 100% of U.S. profit Average gross margins expected to be greater than 90% Market addressed by 125 person field force Regeneron owns 100% of world wide
Slide 7: Collaborations Help Drive Higher Margins
Building a Biopharmaceutical Growth Company Collaborations Help Drive Higher Margins
Slide 8: Pipeline & Infrastructure Provide Engine For Long-Term Growth
Building a Biopharmaceutical Growth Company Pipeline & Infrastructure Provide Engine For Long-Term Growth Potential Ten antibodies in the clinic Based on proprietary Velocimmune® technology ‘Two antibodies will be in Phase 3 in 2012 (REGN727, sarilumab) Eight are partnered with Sanofi Goal of 20-30
Slide 9: EYLEA - A Growth Story Within a Single Product
Building a Biopharmaceutical Growth Company EYLEA™ - A Growth Story Within a Single Product oe 3nd QEYLEA = | eononsensn| ae aed iafibercept) Injection : ; | FOR TREATMENT oF WET AMD REGENERON ‘REGENERON
Slide 10: EYLEA - Can Provide Growth over Multiple Years
EYLEA™-—A Growth Story Within a Single Product EYLEA™ - Can Provide Growth over Multiple Years U.S. wet AMD is a large and growing market Branded wet AMD market ~$1.5B in U.S. Conversion of off-label bevacizumab use to branded options could expand branded market Aging population in U.S. expected to
Slide 11: EYLEA - U.S. Wet AMD Launch Underway
EYLEA™- A Growth Story Within a Single Product EYLEA™ - U.S. Wet AMD Launch Underway. EYLEA provides an important alternative for patients and physicians Monthly dosing and monitoring visits pose challenges for patients, caregivers, and physicians EYLEAiis the only FDA-approved treatment for wet AMD
Slide 12: Initial Launch Exceeds Expectations
EYLEA™- A Growth Story Within a Single Product Initial Launch Exceeds Expectations While still early in the launch, initial uptake has exceeded expectations $24M to $25M in unaudited net sales to distributors in 2011 since first sale on November 21, 2011 Estimated 1-2 weeks of inventory held at dist
Slide 13: Potential 2012 Launches Provide Additional Near-Term Growth
Building a Biopharmaceutical Growth Company Potential 2012 Launches: > Provide Additional Near- Term Growth + | — ARCALYST@ (rilonacept) for the prevention of gout flares — ZALTRAP® (aflibercept) in previously treated metastatic colorectal cancer * Assuming posiive FDA review 13 REGENERON
Slide 14: ARCALYST Potential Launch in Gout Flare Prevention
Potential 2012 Launches Provide Additional Near-Term Growth ARCALYST (rilonacept) on the market: Discovered, developed and successfully launched by Regeneron with ~$20M in annual sales in rare orphan disease (Cryopyrin-Associated Periodic Syndromes) Potential launch in the prevention of gout flares
Slide 15: ZALTRAP Positive Phase 3 Results in Colorectal Cancer
Potential 2012 Launches Provide Additional Near-Term Growth Y ELOUR ~ Positive Phase 3 results in previously treated colorectal cancer ~ Previously treated metastatic colorectal cancer — met primary endpoint of improving overall survival. Safety profile consistent with previous studies. = Full resul
Slide 16: Late Stage Pipeline - Two Antibodies in Phase 3 in 2012
Late Stage Pipeline — Two Antibodies in { Phase 3 in 2012 + | Building a Biopharmaceutical Growth Company (ey — REGN727 - Leading the race to develop a new class of PCSK9 inhibitors ~ Sarilumab - Rheumatoid arthritis represents a significant market opportunity REGENERON
Slide 17: Despite Statins, Unmet Need in LDL Remains High
Late Stage Pipeline — Two Antibodies in Phase 3 in 2012 Despite Statins, Unmet Need in LDL Remains High () Treated @ Untreated Biman prevention If guidelines lower LDL goals, more patients will not reach desired levels with statins
Slide 18: REGN727: Leading the Anti-PCSK9 Race
Late Stage Pipeline — Two Antibodies in Phase 3 in 2012 REGN727: Leading the Anti-RCSK9 Race Phase 1 data suggest ~60% LDL reduction when added to statins in Familial Hypercholesterolemia (FH) and non-FH subjects Favorable trends in other lipids (e.g, HDL-C/ApoA1, Lp(a), triglycerides) Preliminary P
Slide 19: Sarilumab: Positive Phase 2 in Rheumatoid Arthritis
Late Stage Pipeline — Two Antibodies in Phase 3 in 2012 Sarilumab: Positive Phase 2 in Rheumatoid Arthritis Placebo 60mg q2w 200mg q2w *p<0.01 versus placebo (only unadjusted p-values <0.01 are considered statistically significant 19 Rheumatoid arthritis represents a significant market opportunity,
Slide 20: Pipeline and Discovery Research Provide Long-Term Growth Opportunities
Pipeline and Discovery Research Provide Long- { Term Growth + | Building a Biopharmaceutical Growth Company Opportunities REGENERON
Slide 21: Driving Pipeline Value
Driving Pipeline Value Ten Antibody Candidates in the Clinic Phase 1 Phase 2 Phase 3 REGNA21 (DIK Antibody) me REGNT27 (PCSKS EYLEA™ (afibercept) Pee ‘Antibody) LOL ces! Injection aa De oat ° oa | REGN6G8 (LAR Antibody) ZALTRAP®(aibercept) recipes OL ae ne mete peste REGN728 (undisclosed ae a toned
Slide 22: 2012 Commercial, Regulatory and Clinical Milestones
— Commercial Milestone EYLEA™ U.S. sales — Regulatory Milestones EYLEA approval(s) in wet AMD outside the U.S. EYLEA approval in CRVO in the U.S. ARCALYST® approval in gout in the U.S. ZALTRAP® approval in previously treated metastatic colorectal cancer in the U.S. — Clinical Milestones REGN727 (ant
Slide 23: We know that science can change lives
We know that science can change lives and we know that patients need better treatments.
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