Teva Pharmaceutical Industries Limited · TASE:TEVA
Teva Pharmaceutical Industries — Investor Day (October 2007)
7 slides from Teva Pharmaceutical Industries's investor day presentation, Oct 15, 2007
Slide 1: Global Sales & Marketing, TAPI
Elisabeth Kogan VP Global Sales & Marketing TAPI October 15, 2007 Forward-Looking Statements TODAY’S PRESENTATION CONTAINS FORWARD LOOKING STATEMENTS WHICH EXPRESS THE CURRENT BELIEFS AND EXPECTATIONS OF MANAGEMENT. SUCH STATEMENTS ARE BASED ON CURRENT EXPECTATIONS AND INVOLVE A NUMBER OF KNOWN AND
Slide 2: TAPI - 2007 ID
TAPI - 2007 ID People: 4,000 Factories: 18 Products: 250 Total Sales (2006): 1,320 M$ serving 500 customers TAPI Global R&D: 500 employees Intellectual Property (IP) is a major part of our ID Dual Strategy Vision The back- Stand-alone integration leadership in the engine for Teva API industry 2
Slide 3: TAPI - the Undisputable API Generic Leader
TAPI - the Undisputable API Generic Leader 2006 sales (M$) – estimated sales of competitors TAPI Total 1,320 Western company Indian company Chinese company TAPI 3rd party 587 550 500 360 357 303 274 245 238 195 TAPI Evolving Global Leadership US DMF 250 200 202 Within TAPI portfolio – clear leadersh
Slide 4: Vertical integration – why is it important?
Vertical integration – why is it important? • Time to Market • Profitability • Reliability – Quality/ Supply /IP • Launch at risk Vertical integration in Teva – what is different? • Clear business model, with full commitment • Size of API Division – Portfolio Breadth – Operational flexibility • TAPI
Slide 5: 3rd party - TAPI's Value Proposition
3rd party - TAPI’s Value Proposition Leadership Through Differentiation Quality . . . And not a price Leader IP Solution Provider . . . And not a commodity Professional Service . . . And not through agents Direct Interface Global Expertise 3rd party business TAPI 3rd Party Sales 1998 –2006 (in US$ m
Slide 6: Global spread of TAPI plants – a flexible operation
Global spread of TAPI plants – a flexible operation Central Eastern Israel N. America Italy Switzerland Europe East/ Asia Villanterio Plantex Biocraft Biogal – RDL - India Vacallo Hungary Incl. R&D Incl. R&D Settimo Abic Sicor de w! Ne Mexico Caronno Galena - CZ Hangzhou Teva Synthetics - Assia – Bu
Slide 7: IP - a cornerstone of TAPI strategy
IP - a cornerstone of TAPI strategy Why do we dedicate resources to IP ? To provide our To protect us customer with and our differentiation customers TAPI’s IP Number of granted patents (Cumulative) 157 109 82 59 35 22 14 15 10 1998 1999 2000 2001 2002 2003 2004 2005 2006 7
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