Ipsen Sa · EURONEXT:IPN

Ipsen Sa — Q1 2020 Earnings Presentation

13 slides from Ipsen Sa's earnings presentation, Apr 22, 2020

  1. Slide 1: Q1 2020 Sales

    Q1 2020 Sales April 22, 2020 Aymeric Le Chatelier, CEO & CFO

  2. Slide 2: Disclaimer & Safe Harbor

    Disclaimer & 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 statements in

  3. Slide 3: Executing on growth strategy in Q1 2020

    Executing on growth strategy in Q1 2020 Solid Q1 2020 sales Resilient business model Advancing pipeline Group sales growth of +8.7%1 Specialty Care product Progress on palovarotene driven by continued portfolio comprised mostly of program (dosing may be re- momentum of Specialty Care diversified and

  4. Slide 4: Update on COVID-19

    Update on COVID-19 Q1 2020 impact Ongoing business Q2 2020 expectations ▪ Relatively limited impact on ▪ Adequate inventory and no • Situation in China improving and Q1 2020 sales due to Ipsen’s manufacturing/ supply chain issues business starting to resume resilient Specialty Care anticipated • Onc

  5. Slide 5: Q1 2020 sales growth driven by Specialty Care

    Q1 2020 sales growth driven Janice Living with cervical dystonia by Specialty Care Tennessee, USA Net sales of key products in Q1 2020 in million euros – % excluding foreign exchange impact Group sales €654.6m Specialty Care +8.7%1 Somatuline® 286 +20% Decapeptyl® 97 +9% Cabometyx® 72 +34% Specialty

  6. Slide 6: Q1 2020 Commercial highlights

    Q1 2020 Commercial highlights Wade Living with acromegaly, Salt Lake City, USA Oncology Neuroscience Consumer Healthcare Somatuline sales +20% including +20% in Dysport sales -1% Smecta sales -42% mainly due North America and +16% in EU5, driven Shipment delays in Middle East to the implementation o

  7. Slide 7: Minimal impact on Somatuline from EU octreotide generic

    Minimal impact on Somatuline from EU octreotide generic Double-digit growth in EU5 in Q1 2020 Countries with generic octreotide launched: Germany, Netherlands, France, UK • Somatuline market share stable • Limited pricing decreases directly related to octreotide generic launch Expectations for stagg

  8. Slide 8: Palovarotene program progressing

    Palovarotene program progressing Recent developments • Palovarotene dosing may be re-initiated in FOP patients 14 years of age and older after clearance received from FDA and other regulatory authorities • Complete response to address the FDA’s questions related to the partial clinical hold on patie

  9. Slide 9: Positive topline results for pivotal Phase 3 Cabometyx CheckMate -9ER trial

    Positive topline results for pivotal Phase 3 Cabometyx CheckMate -9ER trial CheckMate -9ER trial met all three efficacy endpoints • Primary endpoint of PFS - Cabozantinib + nivolumab significantly reduced the risk of disease progression or death compared with sunitinib (hazard ratio [HR]=0.51, p<0.0

  10. Slide 10: 2020 guidance suspended

    2020 guidance suspended • Due to the general economic slowdown, reduced interactions with healthcare professionals and the uncertainty about the duration and scale of the COVID-19 pandemic, 2020 financial guidance1 remains suspended. Further updates will be provided as the situation evolves. • Despi

  11. Slide 11: 2020 Near-term priorities

    2020 Near-term priorities COVID-19 CEO search Palovarotene program • Effectively manage developing • Board progressing in the search • Engage with the FDA and other COVID-19 situation by ensuring for a new CEO which remains a regulatory authorities on the safety of employees and top priority appropr

  12. Slide 12: Q&A

    Q&A SIPSEN Ieweaion fr poe ore

  13. Slide 13: Thank You

    Marin Living with fibrodysplasia ossificans progressiva Hamilton, Canada Thank You

Ipsen — Q1 2020 Earnings Presentation on 6ix