Slide 1: IR Meeting for Individual Investors
IR MEETING FOR INDIVIDUAL INVESTORS Astellas Pharma Inc., （Securities Code 4503）
Slide 2: Cautionary Statement Regarding Forward-Looking Information
CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING 2 INFORMATION In this material, statements made with respect to current plans, estimates, strategies and beliefs and other statements that are not historical facts are forward-looking statements about the future performance of Astellas Pharma. These sta
Slide 3: Agenda
AGENDA 3 I Introduction of Astellas Aiming for Sustainable Growth: Corporate Strategic Plan 2021 (CSP2021) II for the period FY2021 to FY2025 III Shareholder Return Policy
Slide 4: Vision
VISION 4 VISION VISION 変化する医療の最先端に立ち、科学の進歩を We will achieve sustainable 患者さんの価値に変える growth by pursuing innovative On the Forefront of Healthcare science to produce medical Change to Turn Innovative Science into solutions that provide VALUE VALUE for Patients to patients
Slide 5: Current State of the Pharmaceutical Market
CURRENT STATE OF THE PHARMACEUTICAL MARKET 5 Classification of drugs Global sales of ethical drugs*2 1400 Approx. 10 *1 ％ Global OTC drugs 1200 Drugs available at pharmacies and drugstores 1000 Sales （billion dollars） 800 North America 600 Drugs Approx. 90 ％ *1 New drugs 400 Europe Ethical drugs Dru
Slide 6: Astellas in Numbers
ASTELLAS IN NUMBERS 6 Countries where we Number of Overseas Prescription drug do business employees employee ratio major pipeline approx. 70 14,522 approx. 66 ％ 24 (Number of programs) Revenue FY2005 FY2021 Overseas Revenue 879.4 0 billion Overseas 1.5倍 about 80% 1,296.20billion 00 yen yen about 60%
Slide 7: History of Astellas
HISTORY OF ASTELLAS 7 As of Oct. 2022 Global Category Leader (GCL) model Focus Area Approach Urological disease, From 2010 Urological disease, transplant 2005〜2010 An approach combining cutting-edge biologies and innovative modalities/technologies transplant fields onwards fields, oncology platform
Slide 8: Agenda
AGENDA 8 I Introduction of Astellas Aiming for Sustainable Growth: Corporate Strategic Plan 2021 (CSP2021) II for the period FY2021 to FY2025 III Shareholder Return Policy
Slide 9: Performance Goals
PERFORMANCE GOALS 9 Performance Goals of CSP2021 売上予想(確率調整後) Consolidated revenue forecast (Risk adjusted) (billion yen) FY2025 2,000 FY20-FY25 CAGR: 8% Focus Area Projects: 1 XTANDI and Strategic products* 1,500 ¥0.5T sales: XTANDI & ¥1.2T in FY2025 Strategic products: 1,000 ¥1.2T 2 Focus Are
Slide 10: XTANDI & Strategic Products: Revenue
XTANDI & STRATEGIC PRODUCTS: REVENUE 10 Products FY2021 revenue Global potential peak sales*1 （billion yen） (billion yen） For the treatment of prostate cancer X TA N D I 534.3 600 - 700 NDA/MAA submitted Target disease: VMS associated with menopause in US and EU fezolinetant PDUFA date in US 300 – 5
Slide 11: XTANDI & Strategic Products: Regulatory Timeline
XTANDI & STRATEGIC PRODUCTS: REGULATORY TIMELINE 11 Target Filing Timing Product* FY2022 FY2023 FY2024 FY2025 or later For the treatment of prostate cancer fezolinetant M0 CSPC X TA N D I Unmet medical needs for VMS Since HRT was identified as posing Target disease: VMS associated with NDA/ a risk f
Slide 12: Translate Innovative Science into Proven Value: Astellas R&D Strategy
TRANSLATE INNOVATIVE SCIENCE INTO PROVEN VALUE 12 ASTELLAS R&D STRATEGY Focus Area Approach Primary Focus is designed to identify drug discovery opportunities flexibly and is a specific focal point within our Focus Area Approach efficiently by combining innovative biologies and modalities/ where a l
Slide 13: Current Status of Projects in Clinical Trial
CURRENT STATUS OF PROJECTS IN CLINICAL TRIAL 13 No. of projects aiming for PoC Primary Focus Biology/Modality/Technology *1 by end FY25*2 Gene replacement (AAV) Genetic Regulation Gene regulation (AAV) 4 Checkpoint Artificial adjuvant vector cell Oncolytic virus (intratumoral) Immuno-Oncology Oncoly
Slide 14: From Dream to Reality: Aim for Curative Therapies
FROM “DREAM” TO “REALITY”: AIM FOR CURATIVE THERAPIES OF DISEASES WITH 14 A CLEAR RELATIONSHIP BETWEEN ETIOLOGY AND PATHOPHYSIOLOGY A disease caused by multiple factors, Diseases caused by single gene but with a clear loss of function due to the disease deficiency/malfunction Regeneration of lost fu
Slide 15: Astellas' Sustainability
ASTELLAS’ SUSTAINABILITY 15 Engage in the Sustainability Raison D'être of Society Society Contribute toward Improving the Health of People Around the World through the Fulfill our social Provision of Innovate and Reliable responsibilities as Trust from Society Pharmaceutical Products a pharmaceutica
Slide 16: Examples of Astellas Sustainability Activities
EXAMPLES OF ASTELLAS SUSTAINABILITY ACTIVITIES 16 Aiming to improve patient access to innovative drugs Providing Astellas’ Capabilities and Technologies Clinical Development Market Authorization Commercialization Praziquantel for Schistosomiasis Contribution to the development of pediatric formulati
Slide 17: Integrated Report (Former Annual Report)
INTEGRATED REPORT （FORMER ANNUAL REPORT) 17 Introducing, • Astellas' initiatives for continuous VALUE creation aimed at sustainable growth. • Astellas' medium- to long-term goals and current financial and non-financial initiatives in an easy-to-understand manner https://www.astellas.com/en/investors
Slide 18: Agenda
AGENDA 18 I Introduction of Astellas Aiming for Sustainable Growth: Corporate Strategic Plan 2021 (CSP2021) II for the period FY2021 to FY2025 III Shareholder Return Policy
Slide 19: Shareholder Return Policy
SHAREHOLDER RETURN POLICY 19 ⚫ Top priority is investment for business growth ⚫ Raise dividend level aligned with profit / cashflow plan and actual performance throughout CSP2021 period ⚫ Flexibly execute share buyback by excess cash Aiming for higher level of dividends increase during CSP2021 align
Slide 20: Stock Price
STOCK PRICE 20 Stock Price Performance Goals of CSP2021 （high price）（yen） Record-high 2,205 (Jul. 27, 2022) FY2025 2,500 1 XTANDI and Strategic products sales: 2,000 ¥1.2T in FY2025 2 Focus Area projects expected sales: ¥0.5T in FY2030 1,500 CSP2021 3 Core OP Margin 30% in FY2025 Aim to become
Slide 21: On the forefront of healthcare change to turn innovative science into VALUE for patients
21 On the forefront of healthcare change to turn innovative science into VALUE for patients
Slide 22: On the Forefront of Healthcare Change
ON THE FOREFRONT OF HEALTHCARE CHANGE