H. Lundbeck A/s Class A · OMXCOP:HLUN_A
H. Lundbeck A/s Class A — Lundbeck — J.P. Morgan Healthcare Conference 2022
15 slides from H. Lundbeck A/s Class A's conference presentation, Jan 11, 2022
Slide 1: Driving Sustainable, Profitable Growth
Driving Sustainable, Profitable Growth Dr. Deborah Dunsire, President and CEO Monica (carer), Alzheimer's disease J. P. MORGAN; 11 JANUARY, 2022
Slide 2: Company Disclaimer
COMPANY DISCLAIMER This presentation contains forward-looking statements that provide our expectations or forecasts of future events such as new product introductions, product approvals and financial performance. Such forward-looking statements are subject to risks, uncertainties and inaccurate assu
Slide 3: Significant progress on all five strategic imperatives of 'Expand and Invest to Grow'
We continue to make significant progress on all five strategic imperatives of our ‘Expand and Invest to Grow’ strategy… Expand operating space and rebuild pipeline • Full focus on niche neurology, niche psychiatry and rare Maximize existing brands disease neurology • Continued growth of Rexulti, Abi
Slide 4: Our strategy ensures sustainable value creation over the long term
Our strategy ensures sustainable value creation over the long term… 2030 #1 in Mid-term Brain Health External innovation: Lundbeck’s focus: R&D transformation: • Niche neurology • Internal innovation focused on 4 biology clusters • Niche psychiatry • Streamlined R&D organization in place • Rare dise
Slide 5: We have good growth visibility for the foreseeable future
We have good growth visibility for the foreseeable future… Short to mid-term targets • Revenue: Mid-single digit growth • EBIT margin: From 2024 EBIT margin of at least 25% Longer term outlook • Dividend: 30 - 60% of net result • Continuous profitable growth • Steady flow of transformative medicines
Slide 6: Strategic brands continue to be major revenue contributors
Strategic brands continue to be major revenue contributors… Good growth momentum in 2021 Strategic brands* revenue (Quarterly - DKKm) +25% • All four strategic brands showed double-digit 2,500 +6% growth in Q3 2021 (+26% in L.C.) 2,000 +29% • Strategic brands reached DKK 6.8bn in 9M 2021 (+17% in L.
Slide 7: Vyepti: strong momentum in demand and share gains in the iCGRP market
Vyepti: strong momentum in demand and share gains made in the iCGRP market • Plans for more than 15 launches in 2022 Vyepti sales Vyepti share within the injectable CGRP • Positive EU CHMP opinion received on (Quarterly - DKKm) market is 4.3% and is increasing steadily November 12, 2021 200 50 • Vye
Slide 8: Vyepti DELIVER phase IIIb study - New hope for migraine patients
Vyepti DELIVER phase IIIb study - New hope for patients suffering from migraine with prior preventive treatment failures Study details: • Efficacy and safety of Vyepti for the prevention of migraine in patients inadequately controlled with prior preventive treatments • N=892; randomized to Vyepti 10
Slide 9: Brintellix/Trintellix: Solid double-digit growth mainly driven by Europe and International Markets
Brintellix/Trintellix: Solid double-digit growth mainly driven by Europe and International Markets +13% Brintellix/Trintellix (sales growth in L.C.) Brintellix/Trintellix (9M - DKKm) Europe North America DKK 3.1bn Global Lundbeck sales in 9M 2021 4,000 International Markets +10% Strengthening the br
Slide 10: Rexulti continues to benefit from strong product profile
Rexulti continues to benefit from strong product profile +17% Rexulti (sales growth in L.C.) Rexulti/Rxulti (9M - DKKm) 4,000 Europe North America DKK 2.6bn Global Lundbeck sales in 9M 2021 International Markets 3,000 +15% Strengthening the brand +57% +74% • FDA approval of Schizophrenia in adolesce
Slide 11: Abilify Maintena benefits from solid market growth and market share increases
Abilify Maintena benefits from solid market growth and market share increases +17% Abilify Maintena (sales growth in L.C.) Abilify Maintena (9M - DKKm) 3,000 Europe North America DKK 2.3bn Global Lundbeck sales in 9M 2021 International Markets +16% Strengthening the brand 2,000 +14% • The PRELAPSE-s
Slide 12: R&D – Investing for a premier neuroscience pipeline
R&D – Investing for a premier neuroscience pipeline Project Biology Area Phase I Phase II Phase III Filing Eptinezumab (anti-CGRP mAb) Migraine prevention Eptinezumab (anti-CGRP mAb) Hormonal / neuropeptide Episodic cluster headache signaling Lu AG09222 (anti-PACAP mAb) 1 Migraine Brexpiprazole2 Agi
Slide 13: Lu AF82422 enters development program for Multiple System Atrophy
Lu AF82422 (anti alpha-synuclein mAb) enters development program for Multiple System Atrophy MSA – a rare, aggressive, Mechanism of Action Innovative and adaptive development disease with a high unmet program: medical need1 • AMULET2): Biomarker supported PoC study with • Synucleinopathy; classified
Slide 14: Lu AG09222: Potential to build a migraine franchise with PACAP inhibitor mAb
Lu AG09222: Potential to build a migraine franchise in the future with PACAP2 inhibitor mAb A differentiated approach to migraine Phase II study (HOPE)4: prevention • Study in adults with migraine who have not been helped by prior • Highly potent and selective preventive treatments humanized PACAP b
Slide 15: Lundbeck: Focused on delivering growth today and tomorrow
Lundbeck: Focused on delivering growth today and tomorrow Maximizing current growth drivers Good growth visibility • Driving growth through our strategic • Current product portfolio grows strongly brands and our innovative new • Resilient mature base business brand,Vyepti Vyepti: Global roll-out off