Gsk Plc · LSE:GSK
Gsk — GlaxoSmithKline — Shareholder Meeting (May 2007)
20 slides from Gsk's shareholder meeting presentation, May 23, 2007
Slide 1: Full Year Results 2006 / Annual General Meeting
Full Year Results 2006 Presentation to Analysts & Investors 8th February 2007 Annual General Meeting 23 May 2007 JP Garnier, CEO
Slide 2: Continued commitment to growth and value to shareholders
continued commitment to growth and value to shareholders broad and dynamic portfolio with significant opportunities for growth significant late-stage pipeline is delivering breakthrough treatments for patients continually improving access to medicines, vaccines and health education
Slide 3: Financial strength… EPS growth
Financial strength… EPS 2006 +19% growth Q1 ‘07 +14% EPS is CER % growth
Slide 4: …accelerating cash returns to shareholders
…accelerating cash returns to shareholders EPS 2006 +19% growth Q1 ‘07 +14% Dividend 2006 48p (2005 44p) Q1 ‘07 12p (Q1 ’06 11p) Share buy- Buy-back programme doubled backs to £6bn over 3 years EPS is CER % growth
Slide 5: Broad and dynamic portfolio
continued commitment to growth and value to shareholders broad and dynamic portfolio with significant opportunities for growth significant late-stage pipeline is delivering breakthrough treatments for patients continually improving access to medicines, vaccines and health education
Slide 6: Ever-broadening portfolio of fast-growing products
Ever-broadening portfolio of fast-growing products >100% +38% +29% +19% +74% +60% +11% +24% +69% +25% +9% FY 2006 Sales CER Growth. Growth shown for Avandia franchise and hepatitis franchise.
Slide 7: Avandia Meta Analysis
Avandia Meta Analysis Statistical analysis of existing data published in New England Journal of Medicine on Monday 21st May: – Analysis raises questions relating to cardiovascular safety profile of Avandia – Conclusion based on incomplete evidence - author admits analysis has significant limitations
Slide 8: Significant new product opportunities in 2007
Significant new product opportunities in 2007 H5N1 pandemic - - For POI - - - - New ACS indication - -
Slide 9: Tykerb – new hope for cancer patients
Tykerb – new hope for cancer patients Launched in US in March
Slide 10: Cervarix - new vaccine to prevent cervical cancer
Cervarix - new vaccine to prevent cervical cancer Every 2 minutes, a woman dies of cervical cancer Cervarix is the first vaccine to show sustained efficacy after 5.5 years Europe and International launches expected H2 ’07 Filed in US in March ‘07
Slide 11: Consumer Healthcare – building momentum
Consumer Healthcare – building momentum 10% 9% 1Q ’07 sales £786m +9% 8% Sales Growth for CHC 6% 6% 4% alli launch mid‘07 4% 3% 2% CNS acquisition 2% New launches 0% 2003 2004 2005 2006 1Q '07 CER sales growth, as reported.
Slide 12: alli - 50% more weight loss than diet alone
“If you have the will, we have the power”TM US launch in June alli - 50% more weight loss than diet alone First FDA approved OTC weight-loss medication Rights also acquired to market alli in the rest of the World* * Excluding Japan
Slide 13: Significant late-stage pipeline
continued commitment to growth and value to shareholders broad and dynamic portfolio with significant opportunities for growth significant late-stage pipeline is delivering breakthrough treatments for patients continually improving access to medicines, vaccines and health education
Slide 14: Strong late-stage pipeline
Strong late-stage pipeline 31 major product opportunities in late-stage clinical development: 13 NCEs 6 Vaccines 12 PLEs As at 8th Feb 2007
Slide 15: CEDD structure evolving and getting stronger…
CEDD structure evolving and getting stronger… oncology respiratory Infec Dis biopharm macrolide GSK metabolic Pipeline Inflamm CV & Urol psychiatry Neuro/GI CEEDD
Slide 16: …CEEDD gives GSK access to new pipelines
…CEEDD gives GSK access to 15 new pipelines CV & Urol hiatry Neuro/GI CEEDD
Slide 17: Improving access to medicines, vaccines and health education
continued commitment to growth and value to shareholders broad and dynamic portfolio with significant opportunities for growth significant late-stage pipeline is delivering breakthrough treatments for patients continually improving access to medicines, vaccines and health education
Slide 18: Breaking down the barriers to healthcare
Breaking down the barriers to healthcare
Slide 19: GSK - well positioned with strong future outlook
9 9 GSK - well positioned with strong future 9 outlook 9
Slide 20: GlaxoSmithKline
GlaxoSmithKline