Amgen Inc. · NASDAQ:AMGN
Amgen — Cowen and Company Global Healthcare Conference 2011
13 slides from Amgen's conference presentation, Mar 8, 2011
Slide 1: Cowen and Company Global Healthcare Conference
March 8, 2011 Cowen and Company Global Healthcare Conference Jim Daly Senior Vice President, North America Commercial Operations
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements that are based on management’s current expectations and beliefs and are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those described. All statements, o
Slide 3: Our 2010 Accomplishments Position Us Well for Future Growth
Our 2010 Accomplishments Position Us Well for Future Growth • Grew revenues and earnings despite ~ $200 million impact to sales from US Health Care Reform • Generated $5.8 billion in cash flow from operations • Prolia® launched globally for postmenopausal osteoporosis • XGEVA™ launched in the US for
Slide 4: 2010 Global Sales Increased 2%
2010 Global Sales Increased 2% $ Millions, Net Sales 2010 2009 YoY Comments Aranesp® $2,486 $2,652 (6)% EPOGEN® $2,524 $2,569 (2)% • US sales grew 1% reflecting a Neulasta®/ 5% decline in ESA sales offset $4,844 $4,643 4% NEUPOGEN® by 4% growth across Enbrel® $3,534 $3,493 1% remainder of portfolio
Slide 5: Our Focus in 2011
Our Focus in 2011 • Drive commercial success of Prolia® and XGEVA™ • Work closely with regulatory agencies to advance filings for XGEVA™ in bone mets prevention • Advance the pipeline • Maintain focus on the core business and grow the company • Continue to expand globally Provided March 8, 2011 as p
Slide 6: Key Issues of Investor Focus
Key Issues of Investor Focus • Prolia® uptake • XGEVA™ launch • Potential implications of reimbursement changes on ESA business • Biosimilars in the US and EU • What’s in the pipeline that’s meaningful beyond denosumab? Provided March 8, 2011 as part of an oral presentation and is qualified by such,
Slide 7: We Are Making Steady Progress With Prolia
We Are Making Steady Progress With Prolia® • Steady build of patients and prescribing physicians • ~ 9,000 MDs have prescribed Prolia® and ~ 40% have placed additional orders • PCPs represent ~ 60% of current prescribers • ~ 2/3 of rheumatologists have prescribed Prolia® • Beginning to see repeat pa
Slide 8: XGEVA Approval for Prevention of SREs Represents a Meaningful Opportunity
XGEVA™ Approval for Prevention of SREs Represents a Meaningful Opportunity Treatment of Bone Mets • Early launch indicators in (SREs) the US are positive 380K Total US Patients* • Superior to zoledronic acid → 63% Untreated in solid tumors • New and repeat usage is coming from both oncologists and u
Slide 9: Regulatory and Reimbursement Landscape for ESAs Continues to Evolve
Regulatory and Reimbursement Landscape for ESAs Continues to Evolve • Oncology healthcare providers must be enrolled in the ESA APPRISE program to maintain access to ESAs • ESA National Coverage Analysis for treatment of anemia in adults with CKD • Second MEDCAC Meeting took place January 19 • Propo
Slide 10: International Segment Share for Aranesp Nephrology and Filgrastim
International Segment Share for Aranesp® Nephrology and Filgrastim Franchise Has Remained Stable Despite Biosimilar Competition Aranesp® Nephrology Aranesp® Eprex® Sales Segment Share NeoRecormon® Mircera® Biosimilars/Dynepo™ Filgrastim Franchise Filgrastim Neulasta® NEUPOGEN® Granocyte® Biosimilars
Slide 11: Our Pipeline Continues to Advance With a Number of Phase 3 Molecules
Our Pipeline Continues to Advance With a Number of Phase 3 Molecules • XGEVA™ (denosumab) • Significantly improved bone metastasis-free survival in men with prostate cancer, in the landmark investigational ‘147 study • Vectibix® (panitumumab) • Regulatory review for first- and second-line mCRC indic
Slide 12: Our Focus in 2011
Our Focus in 2011 • Drive commercial success of Prolia® and XGEVA™ • Work closely with regulatory agencies to advance filings for XGEVA™ in bone mets prevention • Advance the pipeline • Maintain focus on the core business and grow the company • Continue to expand globally • We will discuss our strat
Slide 13: Cowen and Company Global Healthcare Conference
Cowen and Company Global Healthcare Conference Jim Daly Senior Vice President, North America Commercial Operations
Amgen — Cowen and Company Global Healthcare Conference 2011 on 6ix