Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — Investor Presentation (October 2024)
35 slides from Mayne Pharma's investor presentation, Oct 30, 2024
Slide 1: ASX Announcement: Mayne Pharma Interactive Investor Education Webinar
ASX Announcement MAYNE PHARMA INTERACTIVE INVESTOR EDUCATION WEBINAR ON WOMEN’S HEALTH & DERMATOLOGY BUSINESSES 30 October 2024, Adelaide, Australia: Mayne Pharma Group Limited (ASX: MYX), announces an investor presentation to accompany today’s interactive investor education webinar discussing the C
Slide 2: Investor Education Webinar: Women's Health & Dermatology Strategic Focus
For personal use only Mayne Pharma Group Limited Investor Education Webinar Women’s Health & Dermatology Strategic Focus 30 October 2024
Slide 3: Disclaimer
Disclaimer The information provided is general in nature and is in summary form only. It is not complete and should be read in conjunction with the company’s audited Financial Statements and market disclosures. This material is not intended to be relied upon as advice to investors or potential inves
Slide 4: Agenda
Agenda For personal use only 1 Introduction to Mayne Pharma 2 Today’s Speakers 3 Women’s Health Strategy 4 Dermatology Strategy 5 Q&A (Women’s Health & Dermatology) 6 Close 3
Slide 5: CEO & Managing Director Shawn Patrick O'Brien
For personal use only CEO & Managing Director Shawn Patrick O’Brien
Slide 6: Mayne Pharma Snapshot
Mayne Pharma Snapshot Corporate Summary1,2 • Mayne Pharma is an ASX-listed specialty pharmaceutical company focused on commercialising novel pharmaceuticals, offering patients better, safe and more Share price (ASX:MYX) $4.53 For personal use only accessible medicines in dermatology and women’s heal
Slide 7: Material Improvement in FY24 Direct Contribution
Material Improvement in FY24 Direct Contribution1 Benefit of scale and leverage starting to be demonstrated FY24 Total Direct Contribution For personal use only $88.5m FY23 Total Direct Contribution Dermatology ($21.0m) $9.0m Women’s Health ($27.7m) ($41.8m) +$130.3m International $6.9m $35.2m $44.3
Slide 8: Today's Speakers: Women's Health
Today’s Speakers For personal use only Women’s Health Tony Ramy Vice President, Women’s Health Tony has 27 years of experience in the pharmaceutical and healthcare industries. He has held Director, Senior Director, and VP level roles in Sales and Market Access in organizations including Organon, Sch
Slide 9: Today's Speakers: Dermatology
Today’s Speakers For personal use only Dermatology Meredith Gambill Vice President, Dermatology Sales Meredith Gambill has over 15 years of experience in dermatology. She has been with Mayne Pharma for over 8 years, playing a key role in driving sales growth and expanding the dermatology portfolio.
Slide 10: Women's Health Strategy
For personal use only Women’s Health Strategy Tony Ramy, VP Women’s Health Chad Turner, VP Marketing Women’s Health
Slide 11: Well positioned in both Women's Health segments for long-term growth
Mayne Pharma is well positioned in both Women’s Health segments for continued long-term growth Global Menopausal Hot Flashes Market Last OB Listed Patent Expiry Women’s Health For personal use only May 2032 Menopause Feb 2034 Long term U.S. Contraceptive Market patent protection Jun 2036 Contracepti
Slide 12: Women's Health competition in the hormonal contraceptive space
Women’s Health competition in the hormonal contraceptive space continues to decline, paving the way for Mayne Pharma to lead Company Mayne Pharma Abbvie Exeltis USA Agile Therapeutics Organon Millicent use only • 85 sales territories • Field force focused • Representative • 35 Contract • National fi
Slide 13: Women's Health competition in the menopausal space
Women’s Health competition in the menopausal space is highly generic but is seeing a resurgence Company Mayne Pharma Astellas Pfizer Bayer Millicent use only • 85 sales territories • Significant field force • National field force targeting • Maintained share • Scaling field force for presence with C
Slide 14: The Women's Healthcare Company: contraception to menopause
The Women’s Healthcare Company – Serving the needs of women from contraception to menopause For personal use only TODAY TOMORROW FUTURE 1. Performance is Improving 1. Mayne Pharma Portfolio addresses market needs THE Women’s Healthcare Company 2. Improved Operations 2. Menopause market is a growth 3
Slide 15: Territory Mapping
Territory Mapping For personal use only 10 RSMs (regional sales managers) 85 sales territories 2 ASRs (assoc. sales representatives) 1 Inside Significant U.S. Population Coverage 14
Slide 16: Execution through FY24 and into FY25
Execution through FY24 and into FY25 Quarter 2-3 Quarter 4 Quarter 1 For personal use only Baseline Calls / Day ~20% Calls / Day ~8% Calls / Day Signatures - Samples Quality Interactions Quality Interactions • Account selling mindset trained and being executed • Regional Sales Managers upgraded
Slide 17: Women's Health Pillars for Success
Women’s Health Pillars for Success For personal use only DEVELOPMENT EXECUTION FLAWLESS EXECUTION IS THE STRATEGY 16
Slide 18: Resources to support sales force promotion
Resources to support sales force promotion For personal use only NEXTSTELLIS® Tools: • Samples available through rep and direct-to- physician delivery • New core visual aid and in-office leave behinds • Peer-to-Peer Speaker Programs Equip Field for • In office education Effective • Optimised Paid Se
Slide 19: Continued peer-to-peer education with a world-class speaker's bureau
Continued peer-to-peer education with a world-class speaker’s bureau For personal use only Meeting Providers Updated NEXTSTELLIS® Speaker deck & New Combination Contraceptive deck 2 presentation options 25 Trained Speakers 1,500+ HCPs to be reached 18
Slide 20: Optimising awareness tactics toward conversion
Optimising awareness tactics toward conversion For personal use only Consumer Display | Paid Social | Consumer Video | Peer to Peer Paid Search | SEO | Email | Telehealth | HCP Display Mayne Pharma Strategic Focus • Optimise ROI producing tactics based on post campaign reporting • Leverage tactics t
Slide 21: Coverage and Access
Coverage and Access 100.0% Mayne Pharma Women’s Health 30.4% 26.9% For personal use only 80.0% 13.9% 16.1% 60.0% 40.0% 26.9% 32.3% • 100% of volume Independent Pharmacy Network 69.5% 20.0% • 90% of volume in top 30 customer pharmacy locations 28.7% 24.7% 0.0% NEXTSTELLIS® Brand Avg* Preferred Non pr
Slide 22: Proposed rule change to expand contraception coverage under ACA
New proposed rule change to expand contraception coverage, eliminate out of pocket costs under ACA Increased Coverage Increased Choice Eliminate Out of Pocket Expenses For personal use only • Under proposed rule change to Affordable Care Act (ACA), all healthcare plans and issuers would have to prov
Slide 23: Dermatology Strategy
For personal use only Dermatology Strategy Meredith Gambill, VP Dermatology Sales Daniel Moore, Executive Vice President, Specialty Products and Patient Solutions
Slide 24: Driving Growth and Innovation in Dermatology
Driving Growth and Innovation in Dermatology Steadfast in Our Mission and Vision Since 2021: Committed to Transforming Care and Delivering Predictable Outcomes For personal use only Dermatology “Improving patient experiences and access to specialty therapies” Transform Mayne Pharma’s Dermatology Div
Slide 25: Key Differentiators
Key Differentiators Strengthening Our Position in Dermatology Tenured Salesforce: A committed team with a unified vision, with over For personal use only half serving Mayne Pharma for 3+ years Experienced Leadership: A strong leadership team with a proven track record guiding our strategy Portfolio
Slide 26: Tenured Salesforce: Team Impact & Expertise
Tenured Salesforce: Team Impact & Expertise Harnessing Passion and Commitment in Dermatology For personal use only DEDICATED FIELD EXPERIENCE: TRAINING AND COLLABORATIVE SPIRIT: PATIENT-CENTRIC PROFESSIONALS: extensive experience in the DEVELOPMENT: a culture of collaboration APPROACH: our passionat
Slide 27: Experienced Team: Our Dermatology Footprint Today
Experienced Team: Our Dermatology Footprint Today Focused and Concentrated Coverage Across Key Areas for Maximum Impact For personal use only 41 territories 4 regions Concentrated U.S. Population Coverage 26
Slide 28: Dermatology Portfolio Transformation
Dermatology Portfolio Transformation Advancing Patient-Centered Solutions Across Key Dermatology Markets For personal use only 100% increase in unit volumes (2021 v 2018) 2018-2021 ~200k units shipped (2021) 2018-2024 ~900% growth in units shipped Sig. increase in >450% increase in unit volumes (202
Slide 29: Product Portfolio & Pipeline
Product Portfolio & Pipeline Expanding Our Dermatology Offerings For personal use only Pipeline Growth: Ongoing Rosacea Solutions: investment to Innovative expand our treatments offerings and meet Psoriasis designed to emerging patient Innovations: effectively manage needs Developing targeted persis
Slide 30: Dermatology Model: Channel Strategy / Full Disintermediation
Dermatology Model – Channel Strategy / Full Disintermediation Network Ecosystem Disintermediation Mayne Pharma is leveraging the inefficiencies Involves removing the intermediary For personal use only in the dermatology value chain through new (wholesaler) between the manufacturer partnerships aimed
Slide 31: Mayne Pharma can fill in retail prescriptions for medical dermatology
Dermatology: Mayne Pharma can fill 1 in 3 retail prescriptions for medical dermatology1 Key Macro trends in Dermatology Mayne Pharma For personal use only • Rising incidence of skin diseases, and a growing awareness • Increasing number of patients are treatable via Mayne and increased spend on perso
Slide 32: Future Outlook
Future Outlook Driving Patient Access and Enhancing Care in Dermatology For personal use only Enhancing Efficiency and Access in Dermatology Prescriptions Reduced Prescriber Burden Enhanced Patient Access Transparent Out-of-Pocket Costs Profitable Cash-Only Prescriptions 31
Slide 33: Women's Health Q&A / Dermatology Q&A
For personal use only Women’s Health Q&A Dermatology Q&A On the webcast page there is an ‘ask a question’ box. Please type your question into the ‘ask a question’ box and press submit and we will attempt to answer your question
Slide 34: Close
S pharma Close Ajuo asn yeuosiad 104
Slide 35: Contact
Contact For personal use only For further information contact: Dr Tom Duthy Investor Relations +61 402 493 727 ir@maynepharma.com You deserve tomorrow. 34
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