Lupin Limited · NSE:LUPIN
Lupin — J.P. Morgan Healthcare Conference 2020
14 slides from Lupin's conference presentation, Jan 14, 2020
Slide 1: Exchange disclosure letter under Regulation 30
January 14. 2020 SSE limited Deportment of Corporate Services. P. J. Towers. Dalal Street. MUMBAI - 400 001. v-N ational Stock Exchange of India Limited Exchange Plaza. Bondro Kurio Complex. Bondro (East). Mumbai - 400 051. Dear Sirs, Sub: Disclosure pursuant to Regulation 30 of the SEBI (Listing Ob
Slide 2: J.P Morgan Healthcare Conference - Lupin Limited
J.P Morgan Healthcare Conference January 14th, 2020 Lupin Limited Vinita Gupta, CEO
Slide 3: Safe Harbor Statement
Safe Harbor Statement Materials and information provided during this presentation may contain ‘forward-looking statements’. These statements are based on current expectations, forecasts and assumptions that are subject to risks and uncertainties which could cause actual outcomes and results to diffe
Slide 4: Lupin At-A-Glance
Lupin At-A-Glance Financial Metrics Globally Major Markets Market Cap (4) US$ 4.8 bn 8th 3rd 3rd 6th 3rd Revenue (FY19) US$ 2.3 bn Largest Generic Largest Indian Largest in the India Pharma Largest South company Pharma US Market Rank2 Africa Generics EBITDA (FY19) US$ 468 mn (by sales1) (by global s
Slide 5: Strategic Vision: Building a Well-Diversified Pharma Business
Strategic Vision: Building a Well-Diversified Pharma Business Sustain and Evolve our Portfolio Build our Specialty Grow our with a Complex Business and Strong Foundation Generics Focus Novel products Amongst the Top 10 generic Investing heavily in developing high Committed to building a strong compa
Slide 6: CY2019 Highlights and Recent Performance
CY2019 Highlights and Recent Performance H1 FY2020 Sales1 • Launched NaMusclaTM (Orphan drug) in EU (US$ mn, YoY Growth) • Exclusive FTF launch of gRanexa (Ranolazine) in Feb’19 India, North America, 11% 18% • Levothyroxine approval and launch Total • Biosimilar Etanercept approved and launched in J
Slide 7: Quality focused
Quality focused • Top-down Global Corporate Quality Governance • Investing in our Processes, Systems, and People • Integrating quality thinking throughout the process from Product Development through Manufacturing • Launched Global Quality Transformation Program Rapid Gemba SOP People Training CAPA
Slide 8: US Generics Business Overview
US Generics Business Overview Consolidating our position in the US1 Robust base business #3 • Top 25 products continue to drive the base business with strong 140 7 120 #4 6 market share and low single digit erosion 129 100 #5 #4 109 5 • Strategic supply chain capability has enabled leadership positi
Slide 9: India Business Overview
India Business Overview Gained significant share with consistent outperformance… Leadership across cardiac, diabetes, and respiratory TA’s Lupin rank in IPM 1 CAGR Sep 16-191 Lupin Rank1 Overall Chronic See partnerships MAT MAT Therapy Market Lupin Sep-16 Sep-19 #6 #4 Mention top partnerships and An
Slide 10: R&D Investment – US$1 bn+ in R&D over the last 4 years
R&D Investment – US$1 bn+ in R&D over the last 4 years R&D spend (US$ bn) Strong FTF/Complex Gx launch pipeline (projection) 11.7% 13.5% 11.9% 9.6% 6 10 15 11 9 Type Inhalation First to File Biosimilar Injectable 337 277 $16bn 240 227 $12bn $11bn 117 $7bn $6bn FY 16 FY 17 FY 18 FY 19 H1FY20 FY21 FY2
Slide 11: Global Specialty Business Overview
Global Specialty Business Overview US Specialty: Women’s Health EU Specialty: Neurology Solosec trajectory Lupin’s first Orphan drug The first approved treatment for Myotonia +340% YoY Q2 2015: Lupin acquired Temmler to expand German CNS +10% QoQ portfolio including dormant NaMuscla 2016: Lupin lice
Slide 12: Progressing our NCE Portfolio
Progressing our NCE Portfolio AbbVie / MALT1 Partnership (2018) • AbbVie licensed Lupin’s MALT1 (Mucosa-Associated Lymphoid Tissue Lymphoma Translocation Protein 1) Inhibitor Program Other NCE Portfolio • AbbVie intends to pursue development across a range of Therapeutic Development Target hematolog
Slide 13: The growth path continues in 2020 and beyond…
The growth path continues in 2020 and beyond… Executing on our diversified pipeline Excellence in our core markets Exceeding expectations on Quality PG 12
Slide 14: THANK YOU
L LUPIN THANK YOU