Pfizer, Inc. · NYSE:PFE
Pfizer — American College of Rheumatology 2011 Analyst and Investor Meeting
31 slides from Pfizer's conference presentation, Nov 6, 2011
Slide 1: American College of Rheumatology 2011 Analyst and Investor Meeting
American College of Rheumatology 2011 Analyst and Investor Meeting November 6, 2011
Slide 2: Chuck Triano, Senior Vice President, Investor Relations
Chuck Triano Senior Vice President, Investor Relations
Slide 3: Forward-Looking Statements
Forward-Looking Statements Our discussions during this meeting will include forward- looking statements. Actual results could differ materially from those projected in the forward-looking statements The factors that could cause actual results to differ are discussed in Pfizer’s 2010 Annual Repor
Slide 4: Geno Germano
Geno Germano President & General Manager Specialty Care and Oncology
Slide 5: RA: A Serious Disease and Growing Patient Population
RA: A Serious Disease and Growing Patient Population The RA market is large and growing, $12.7 billion in 2010, projected to be $17.3 billion in 20151 4.6+ million RA patients in 2010 (US, France, Germany, Italy, Spain, UK and Japan)2 » Forecasts increase to 5.2 million patients in 20192 Progr
Slide 6: Tofacitinib: A Novel JAK Inhibitor
Tofacitinib: A Novel JAK Inhibitor Tofacitinib, a novel, oral JAK inhibitor being investigated as a targeted Cytokine immunomodulator and disease β γ modifying therapy for RA α ● Discovered by Pfizer scientists at labs in Groton, CT JAK JAK tofacitinib P P Novel mechanism of action P P STAT STAT
Slide 7: Tofacitinib in RA: The ORAL Trials
Tofacitinib in RA: The ORAL Trials RA Clinical Trials Program is Extensive Close to 5,000 RA patients and 5,700 patient years of exposure Approximately 35 countries, 350 sites in the Phase 3 program ● 23% of patients in North America, 34% in Europe, 28% in Asia, 15% in Latin America Active con
Slide 8: The ORAL Trials: Pivotal Studies
The ORAL Trials: Pivotal Studies 6-month monotherapy study in inadequate responders ORAL Solo to a DMARD (traditional or biologic) receiving (A3921045) tofacitinib monotherapy 12-month study in inadequate responders to a DMARD ORAL Sync (traditional or biologic) receiving tofacitinib and backgro
Slide 9: Additional Tofacitinib Trials
Additional Tofacitinib Trials Ongoing P3 Study ORAL Start 24-month study in MTX-naïve patients receiving tofacitinib (A3921069) monotherapy or MTX (not part of the initial registration package) Long-term Extension Studies Phase 2/3 open label follow-up study evaluating patients who had ORAL Sequ
Slide 10: Tofacitinib: Efficacy
Tofacitinib: Efficacy In Clinical Trials to Date, Tofacitinib Demonstrated Clinically Meaningful and Statistically Significant Results, with: Onset of action as measured by significant ACR 20 response versus placebo seen as early as 2 weeks Improvements in signs and symptoms and disease severity
Slide 11: Tofacitinib: Safety
Tofacitinib: Safety In clinical trials to date, tofacitinib 5 and 10 mg BID has demonstrated a consistent safety profile Most adverse events have been mild or moderate in nature and the most frequently reported class of AEs was infections Serious AEs, including serious infections, and adverse
Slide 12: Why We're Excited About Tofacitinib's Potential
Why We’re Excited About Tofacitinib’s Potential Powerful Efficacy in a Pill Efficacy demonstrated across a variety of patient populations Efficacy demonstrated alone or in combination with MTX Improvements in signs and symptoms observed as early as two weeks Consistent Safety Profile Potential
Slide 13: Next Steps: Filing
Next Steps: Filing Based on the Safety and Efficacy Results Observed in the tofacitinib RA Clinical Development Program, Pfizer Believes the Risk/Benefit Profile Supports Regulatory Submission for Both the 5 and 10 mg Doses We Continue to Anticipate Accepted Filings in the U.S. and Europe and a Fili
Slide 14: Yvonne Greenstreet
Yvonne Greenstreet Senior Vice President, Head of Medicines Development Specialty Care
Slide 15: RA Phase 3 Development Program
RA Phase 3 Development Program 2009 2010 2011 2012 First Disclosed: MTX naive ORAL Start 1069 (CP-690,550 monotx; structure) * N=900 ORAL Scan 1044 (CP-690,550+MTX; structure) ** N=750 ACR 2011 ORAL Solo 1045 (CP-690,550 monotx) N=500 ACR 2010 DMARD IR ORAL Sync 1046 (CP-690,550+DMARD) N=750 EULAR 2
Slide 16: ORAL Standard: ACR20 at Month 3
Abstract 19572 ORAL Standard: ACR20 at Month 6 NRI (with Advancement Penalty)† 80% 70% ACR20 Response Rate 60% *** *** ** (Patients %) 50% 51.5% 52.6% 40% 47.2% 30% 20% 28.3% 10% 0% 30/106 101/196 103/196 94/199 Placebo Tofacitinib Tofacitinib Adalimumab 5 mg BID 10 mg BID 40 mg SC Q2W † Primary ana
Slide 17: ORAL Scan: mTSS (Primary Endpoint)
Abstract 19586 ORAL Scan: mTSS (Primary Endpoint) 1.5 Placebo LS Mean Change (±SE) from Baseline Tofacitinib 5 mg BID Tofacitinib 10 mg BID 1.0 0.47 0.5 0.12 0.06 * 0.0 Month 6 -0.5 * p≤0.05 vs. placebo 17
Slide 18: ORAL Scan: Proportion of Non-Progressors
Abstract 19586 ORAL Scan: Proportion of Non-Progressors mTSS Δ ≤0.5 ** * ** ** 100% 88.8% 86.9% 86.0% 86.4% 77.7% 74.1% 80% Patients (%), ±SE 60% 40% 20% 0% Month 6 Month 12 Placebo Tofacitinib 5 mg BID Tofacitinib 10 mg BID * p≤0.05; **p<0.01 vs. placebo 18
Slide 19: ORAL Step: ACR Response Rates
Abstract 19576 ORAL Step: ACR Response Rates ACR20 (Month 3) ACR50 45 60% 40 Patients, % 35 48.12% 30 *** 25 50% *** 20 *** 41.67% 15 *** * 10 ** *** 40% 5 * Patients, % 0 0 0.5 1 3 6 Months 30% 24.43% Tofacitinib 5 mg BID Tofacitinib 10 mg BID Placebo5 mg Placebo10 mg 20% ACR70 20 10% *** Patient
Slide 20: Introduction to Safety
Introduction to Safety Pfizer has now evaluated tofacitinib in close to 5,000 patients with approximately 5,700 patient-years of exposure in a large, global program with broad geographic spread Tofacitinib: 2,211 patient-years of exposure Exposure in Placebo: 202 patient-years of exposure Phas
Slide 21: Mortality
Mortality Phase 3 LTE All All Tofacitinib Tofacitinib Tofacitinib Tofacitinib tofacitinib Placebo ADA tofacitinib 5 mg BID 10 mg BID 5 mg BID 10 mg BID Doses N=681 N=204 Doses N=1216 N=1214 N=1321 N=1906 N=3030 N=3227 All-cause Mortality (Including Those Occurring ≥30 Days After the Last Dose) Uniqu
Slide 22: Serious Infections
Serious Infections Phase 3 LTE All All Tofacitinib Tofacitinib Tofacitinib Tofacitinib tofacitinib Placebo ADA tofacitinib 5 mg BID 10 mg BID 5 mg BID 10 mg BID Doses N=681 N=204 Doses N=1216 N=1214 N=1321 N=1906 N=3030 N=3227 All Serious Infections Unique Patients with Events, n (%) 29 (2.4) 27 (2.
Slide 23: Herpes Zoster
Herpes Zoster Phase 3 LTE All All Tofacitinib Tofacitinib Tofacitinib Tofacitinib tofacitinib Placebo ADA tofacitinib 5 mg BID 10 mg BID 5 mg BID 10 mg BID Doses N=681 N=204 Doses N=1216 N=1214 N=1321 N=1906 N=3030 N=3227 All Herpes Zoster Unique Patients with Events, n (%) 39 (3.2) 38 (3.1) 90 (3.0
Slide 24: Laboratory Changes – Summary
Laboratory Changes – Summary Changes in Laboratory Parameters Observed for Tofacitinib 5 and 10 mg BID are Consistent Across Studies Dose-dependent decreases in mean neutrophil counts Dose-dependent increases in mean LDL, HDL and total cholesterol Small increases in mean serum creatinine Inc
Slide 25: Neutrophils
Abstract 19565 Neutrophils Neutrophil Count Mean Change From Baseline (SD) 4 in Neutrophil Count (103/mm3) 3 All tofacitinib groups (Total n=3227) 2 Tofacitinib 10 mg BID 1 (total n=1906) 0 Tofacitinib 5 mg BID -1 (total n=1321) -2 -3 -4 1 6 12 24 33 36 Month n= 1230 1035 895 634 278 122 n= 1699 870
Slide 26: Hemoglobin
Abstract 19565 Hemoglobin Hemoglobin Mean Change From Baseline (SD) 1.6 All tofacitinib groups 1.2 in Hemoglobin (g/dL) (Total n=3227) 0.8 Tofacitinib 10 mg BID 0.4 (total n=1906) 0 Tofacitinib 5 mg BID (total n=1321) -0.4 -0.8 -1.2 1 6 12 24 33 36 Month n= 1256 1051 905 642 281 123 n= 1704 871 226
Slide 27: Cholesterol
Abstract 19565 Cholesterol Total Cholesterol Mean Change From Baseline (SD) 50 in Total Cholesterol (mg/dL) 40 All tofacitinib groups 30 (Total n=3227) 20 Tofacitinib 10 mg BID 10 (total n=1906) 0 -10 Tofacitinib 5 mg BID -20 (total n=1321) -30 -40 -50 1 6 12 24 33 36 Month n= 227 1036 903 639 272 1
Slide 28: Serum Creatinine
Abstract 19565 Serum Creatinine Serum Creatinine Mean Change From Baseline (SD) 0.6 in Serum Creatinine (mg/dL) All tofacitinib groups 0.4 (Total n=3227) Tofacitinib 10 mg BID 0.2 (total n=1906) 0 Tofacitinib 5 mg BID (total n=1321) -0.2 -0.4 1 6 12 24 33 36 Month n= 1261 1045 909 644 276 121 n= 179
Slide 29: Aminotransferases
Aminotransferases Tofacitinib caused modest, not clinically meaningful, mean elevations in ALT or AST levels Potentially important increases (>3XULN) in liver enzymes were uncommonly observed. These increases occurred more frequently in patients on background DMARD therapy compared with monother
Slide 30: Overall Conclusions
Overall Conclusions Tofacitinib is a novel, oral JAK inhibitor that is being investigated as a targeted immunomodulator and disease-modifying therapy for RA Extensive development program across patient populations, treatment regimens and endpoints has demonstrated what Pfizer believes is a favor
Slide 31: Questions
Questions
Pfizer — American College of Rheumatology 2011 Analyst and Investor Meeting on 6ix