Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — JP Morgan Healthcare Conference 2023
18 slides from Mayne Pharma's conference presentation, Jan 12, 2023
Slide 1: ASX cover letter: JP Morgan Healthcare Conference
12 January 2023 Manager, Company Announcements ASX Limited For personal use only Level 4 20 Bridge Street SYDNEY NSW 2000 Via E-Lodgement JP Morgan Healthcare Conference Mayne Pharma Group Limited (Mayne Pharma) (ASX:MYX) is participating in the JP Morgan Healthcare conference in San Francisco, Unit
Slide 2: Mayne Pharma Group Limited Company presentation
For personal use only Mayne Pharma Group Limited Company presentation January 2023 1
Slide 3: Disclaimer
Disclaimer For personal use only The information provided is general in nature and is in summary form only. It is not complete and should be read in conjunction with the company’s audited Financial Statements and market disclosures. This material is not intended to be relied upon as advice to invest
Slide 4: Executive Summary
Executive Summary For personal use only ● Mayne Pharma (ASX:MYX) Australian-listed specialty pharmaceutical company dedicated to commercialising novel and generic pharmaceuticals, with focus in the U.S. women’s health and dermatology market A leader in the U.S. women’s healthcare and dermatology mar
Slide 5: Strategic priorities to drive shareholder value
Strategic priorities to drive shareholder value For personal use only Successfully Broaden portfolio Continue portfolio Use unique commercialise with rationalisation to ecosystem to NEXTSTELLIS®, complementary simplify and focus further ANNOVERA®, products that the team on core disintermediate IMVEX
Slide 6: Mayne Pharma at a glance
Mayne Pharma at a glance For personal use only U.S. Branded Business Units Other Businesses U.S. Women’s Health U.S. Dermatology International Retail generics / other • Distributes medically • Markets portfolio of • Develops, markets and • Markets portfolio of differentiated specialty brands and gen
Slide 7: Mayne Pharma's Product Portfolio Summary
Mayne Pharma’s Product Portfolio Summary For personal use only U.S. Branded Business Units Other Businesses U.S. Women’s Health U.S. Dermatology International Retail generics / other • NEXTSTELLIS® (E4/DRSP) • DORYX® (doxycycline) tablet • NEXTSTELLIS® (E4/DRSP) • 60+ retail generics including oral
Slide 8: A leader in U.S. Women's Health
A leader in U.S. Women’s Health For personal use only ● A leading position in strong and growing market with four novel women’s healthcare products ● Already a recognized and established name with patients and providers ● Recent licensing rights acquisition from TXMD(1) added a complementary portfol
Slide 9: TXMD Investment Rationale
TXMD Investment Rationale For personal use only ● Acquisition of commercial rights to three stable and growing products with long patent lives (2032-2039) solidifies Mayne Pharma’s position in the U.S. women’s health market ● Number of prescribers, and prescriptions for TXMD portfolio, have grown st
Slide 10: U.S. Dermatology
U.S. Dermatology For personal use only ● A leader in dermatology business with one third of the current U.S. dermatology prescriptions able to be filled by Mayne Pharma’s product portfolio ● Sales infrastructure includes 43 sales representatives ● Plan to apply disintermediation strategy used for g
Slide 11: Mayne Pharma's Ecosystem
Mayne Pharma’s Ecosystem For personal use only ● Mayne Pharma boasts a unique mix of capabilities across the supply chain, including drug sourcing, pharmacy network, and sales access Drug Sourcing Pharmacy Network Customer Coverage • Strong product portfolio covering • Adelaide Apothecary for cash-p
Slide 12: Case Studies: Disintermediation Strategy
Case Studies: Disintermediation Strategy For personal use only gEpiduo Forte® gAbsorica® gAczone® Originally by Galderma Originally by Sun Pharma Originally by Almirall LAUNCH LAUNCH LAUNCH 27% 48% 45% Percentage of prescriptions for brand and generic equivalents XX% filled by Mayne Pharma products,
Slide 13: Capital Position Update
Capital Position Update For personal use only ● Sale of Metrics Contract Services for US$475m enabled debt repayment and the announcement of a capital management package of up to $A113m (refer to ASX Announcements on 28 October 2022 and 12 January 2023) comprising: o a fully franked special dividend
Slide 14: Mayne Pharma's Global Footprint
Mayne Pharma’s Global Footprint For personal use only US Commercial Office Raleigh, North Carolina Product development and manufacturing facility Salisbury, South Australia - 32.1 acre facility; 129,000ft2 of manufacturing space. Australian FDA, MHRA and TGA certified. Commercial Office Technologies
Slide 15: Outlook
Outlook For personal use only ● FY23 is expected to be focused on resetting the business for growth ● Following the TXMD transaction, the Company is investing further in women’s health to increase the potential of NEXTSTELLIS® over its life ● 1HFY23 cash and earnings expected to be impacted by: - No
Slide 16: Appendix
For personal use only Appendix 15
Slide 17: Board of Directors & Management Changes
Board of Directors & Management Changes For personal use only ● Board refresh with the addition of five new directors and new Chair o Frank Condella, appointed to the Board in 2018, appointed Chair effective 30 September 2021 o Shawn Patrick O’Brien, appointed to the Board 1 October 2022 o Carolyn M
Slide 18: You deserve tomorrow.
For personal use only You deserve tomorrow. 17
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