Orion Oyj Class A · OMXHEX:ORNAV
Orion Oyj Class A — Investor Day (May 2019)
24 slides from Orion Oyj Class A's investor day presentation, May 22, 2019
Slide 1: Driving growth with Proprietary Products
Driving growth with Proprietary Products Satu Ahomäki SVP, Commercial Operations
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements which involve risks and uncertainty factors. These statements are not based on historical facts but relate to the Company’s future activities and performance. They include statements about future strategies and anticipated benefits of
Slide 3: Commercial Operations is a customer-centric operation with four responsible areas
Commercial Operations is a customer-centric operation with four responsible areas Sales and marketing of Orion’s SpP and PP 1 portfolios in 26 countries in Europe including CIS through own operations and by partners globally Commercial Drive Proprietary Products business to 2 deliver profitable grow
Slide 4: Focus areas in Proprietary Products business
Focus areas in Proprietary Products business Central Nervous System Oncology and Hospital Care Easyhaler and respiratory business (CNS) business (OHC) business (EHR) CNS focus areas are Key focus areas are EHR focuses on asthma and Parkinson disease (PD), prostate cancer and COPD (chronic obstructiv
Slide 5: Easyhaler is our top-selling product
Easyhaler is our top-selling product EUR million -9% 120 +36% 102 100 95 93 +11% 80 70 65 65 62 60 56 +4% 40 23 24 20 0 Easyhaler Parkinson's Dexdor Simdax Precedex family drugs 2018 MAT3 2019 MAT3 Capital Markets Day of Orion Corporation © Orion Oyj 22 May 2019 5
Slide 6: A wide range of growth opportunities to 2025 and beyond
A wide range of growth opportunities to 2025 and beyond Existing portfolio In-licensing & product acquisitions GROW Parkinson’s Disease (PD) GROW AND ALS MAINTAIN Pain Cancers DEFEND AND MAINTAIN Respiratory R&D projects Collaborative projects Darolutamide M0 and M1 ODM-109 Research collaborations T
Slide 7: Orion in CNS business
Orion in CNS business 7
Slide 8: Orion utilizes its knowledge of Parkinson's Disease and will build growth based on that
Orion utilizes its knowledge of Parkinson’s Disease and will build growth based on that Interesting market of 3.3 bn USD with growth potential due to ageing population Orion’s entacapone products Stalevo and Comtan are widely known among treating doctors and patients Re-patriation of Stalevo and Com
Slide 9: Orion develops also digital therapies (DTx) to complement medicinal treatments of PD patients
Orion develops also digital therapies (DTx) to complement medicinal treatments of PD patients ● The vision is to develop a global next-generation FROM COMPLEX AND TIMECONSUMING DISCUSSIONS TO… solution for the personalised and data-driven treatment and management of Parkinson’s Disease. ● Device ind
Slide 10: Orion is reaching for Amyotrophic Lateral Sclerosis market (ALS)
Orion is reaching for Amyotrophic Lateral Sclerosis market (ALS) ● ALS is a devastating, progressive disease leading to total loss of voluntary muscle function and ultimately death due to respiratory failure in 3–5 years ● ALS is an orphan disease with about 60,000 patients throughout the 7 major ma
Slide 11: Global market size of ALS treatments is forecasted to grow heavily due to new entrants
Global market size of ALS treatments is forecasted to grow heavily due to new entrants Global sales in 2018 Forecasted global sales in 2027 330 mUSD 1.2 bnUSD 29% Riluzole Edaravone Levosimendan (ODM-109) 71% Other new entrants riluzole edaravone Sources: Global Data; Mitsubishi Q4 Financial report
Slide 12: ODM-109 will be an interesting treatment option for ALS patients
ODM-109 will be an interesting treatment option for ALS patients ODM-109 is a great opportunity for Orion to become Phase III study results Evaluation of a significant player expected second commercial structure in ALS market aiming half of 2020 in the US at improving and Europe respiratory function
Slide 13: Oncology and Hospital Care - beyond Dexdor and Simdax
Oncology and Hospital Care - beyond Dexdor and Simdax Capital Markets Day of Orion Corporation © Orion Oyj 22 May 2019 13
Slide 14: Hormonal cancers represent over one fifth of all new cancer cases
Hormonal cancers represent over one fifth of all new cancer cases New cancer cases (both sexes) 12 % Lung (2,1 million) Breast (2,1 million) 11 % Colorectum (1,8 million) 43 % Prostate (1,3 million) Stomach (1,0 million) 10 % Liver (0,8 million) Oesophagus (0,6 million) 7% Cervix uteri (0,6 million)
Slide 15: Prostate cancer market worldwide in 2018
Prostate cancer market worldwide in 2018 ● Prostate cancer is the 2nd most common cancer in men worldwide with more than 1.2 million new cases annually ● Almost every 7th cancer patient has prostate cancer ● The market sales is expected to increase to 13.7 bn$ in 2026 from about 8.4 bn$ in 2018 ● US
Slide 16: Darolutamide shows substantial efficacy and a favourable safety profile in the ARAMIS trial
Darolutamide* shows substantial efficacy and a favourable safety profile in the treatment of prostate cancer in the ARAMIS trial Darolutamide is highly effective Darolutamide has in the patient a side-effect population with profile that non-metastatic parallels that of castration- placebo resistant
Slide 17: Darolutamide enables Orion to expand its activities in prostate cancer customer interface
Darolutamide enables Orion to expand its activities in prostate cancer customer interface ● US launch expected this year, and Europe and Japan to follow next year ● Darolutamide will be promoted to urologists and also oncologists specialised in urological cancers ● Orion to co-promote darolutamide w
Slide 18: EASYHALER - One device for many steps of therapy
EASYHALER® - One device for many steps of therapy The world largest range of medications in the same inhaler for treatment of asthma and COPD
Slide 19: EU Top 5 Asthma market forecast 2018–2027
EU Top 5 Asthma market forecast 2018–2027 Total market value is estimated to grow from 2.5 bUSD to 3.5 bUSD (+41%) 2027 MEUR 215; 6% ICSs Orion is present with its ICS and LABAs LABA/ICS products in segments LABA/ICSs that will be significant also in the long-term future. LAMAs LABA/LAMA/ICSs MEUR 1
Slide 20: EU Top 5 COPD market forecast 2018–2027
EU Top 5 COPD market forecast 2018–2027 Total market value is estimated to grow from 2.7 bUSD to 3.4 bUSD (+25%) 2027 LAMAs LABA/ICSs MEUR 630; LABAs 18% ICSs LABA/LAMAs SABAs SAMAs MEUR 900; 27% SABA/SAMAs EASYHALER PRODUCTS CLASS Formoterol / Budesonide LABA / ICS PDE-IV Inhibitors Salmeterol / Fl
Slide 21: Features of an ideal inhaler from patient perspective
Features of an ideal inhaler from patient perspective EASY TO USE 1 SIZE 2 DOSE COUNTER 3 INHALER CAP 4 DESIGN 5 Ranked in order of mentions, from the least to most important Market research Q1.2019 Capital Markets Day of Orion Corporation © Orion Oyj 22 May 2019 21
Slide 22: Connected Easyhaler
Connected Easyhaler ● Patients’ interest towards own health increasing ● Improved treatment adherence ● Strengthen patient-physician relationships Improve disease control and Quality of Life Capital Markets Day of Orion Corporation © Orion Oyj 22 May 2019 22
Slide 23: Orion Proprietary Products business is tuned up for growth
Orion Proprietary Products business is tuned up for growth ● New innovations to patients through own R&D ● Enhanced in-licencing activities to find both ready to launch products and products under development to contribute growth of CNS, OHC and EHR businesses ● Orion’s European wide sales operation
Slide 24: Thank you!
Thank you!