Slide 1: YTD 2022 sales update
YTD 2022 sales update 27 October 2022 1
Slide 2: Disclaimer and safe harbor
Disclaimer and safe harbor − This presentation includes only summary information and does not purport to be comprehensive. Forward-looking statements, targets and estimates contained herein are for illustrative purposes only and are based on management’s current views and assumptions. Such statement
Slide 3: Speakers
Speakers For Q&A David Loew Aymeric Le Chatelier Chief Executive Officer Chief Financial Officer 3
Slide 4: Headlines
Headlines Continued strategic progress Total sales Pipeline update • YTD sales growth of 9.5% to €2,209m • Two Phase III Oncology data readouts anticipated in Q4 • Q3 sales growth of 7.6% to €775m • Palovarotene U.S. FDA advisory- committee meeting postponed Further external-innovation Full-year gui
Slide 5: September 2022 sales highlights
September 2022 sales highlights Growth of 9.5% YTD and 7.6% in Q3 YTD 2022 Q3 2022 €m % change €m % change Dysport 400 24.8% 158 43.3% Decapeptyl 396 15.6% 131 14.9% Cabometyx 328 24.1% 116 21.8% Onivyde 122 17.1% 39 -5.3% Growth platforms 1,246 20.8% 444 23.2% Somatuline 912 -2.8% 312 -9.8% Other 5
Slide 6: Growth-platforms' sales increased by 20.8%
Growth-platforms’ sales increased by 20.8% September year to date 2022 +24.8% +15.6% +24.1% +17.1% • Similar performance Strong performance • Continued strong • Contribution from the • Solid performance in across Ax and Tx volume growth across launch of 1L RCC 2L PDAC in the U.S. all countries cabo
Slide 7: Somatuline sales declined by -2.8%
Somatuline sales declined by -2.8% September year to date 2022 NORTH AMERICA EUROPE REST OF THE WORLD -3.6% -9.3% +34.5% • Continued volume • Generic competition • Strong performance growth, despite impacting Somatuline, in a number of increased competition mainly in Germany, markets, including Fran
Slide 8: Building a high-value, sustainable pipeline
Building a high-value, sustainable pipeline Phase I Phase II Phase III Registration TAZVERIK IPN60210 CABOMETYX + ATEZOLIZUMAB PALOVAROTENE (various combinations) R/R multiple myeloma and R/R DLBCL 2L NSCLC FOP R/R hematologic malignancies IPN59011 TAZVERIK CABOMETYX + ATEZOLIZUMAB Longer-acting neu
Slide 9: Pipeline: next major milestones
Pipeline: next major milestones Q4 2022 Cabometyx + atezolizumab: 2L NSCLC Phase III data readout Onivyde + 5-FU/LV + oxaliplatin: 1L PDAC Phase III data readout H1 2023 palovarotene: FOP regulatory decisions1 - U.S., E.U. mesdopetam: PD-LID Phase IIb data readout elafibranor: 2L PBC Phase III data
Slide 10: FY 2022 guidance
FY 2022 guidance Confirmed expectations for total sales and core operating margin Total-sales growth Core operating margin greater than 7.0% greater than 36.0% at constant exchange rates1 of total sales Excludes any contribution from Consumer HealthCare. 1. Expected favorable impact on total sales o
Slide 11: Conclusion
Conclusion A strong sales performance Growth platforms: double-digit increase Focus A growing pipeline on culture Several near-term milestones External-innovation strategy progress Continued success and further transactions Financial guidance confirmed Total-sales growth and core operating margin 11
Slide 12: Questions
Questions SIPSEN
Slide 13: Appendix
Appendix oO $IPSEN
Slide 14: A strong and expanding global footprint
A strong and expanding global footprint NORTH AMERICA EUROPE REST OF THE WORLD 34% 42% 24% of total sales of total sales of total sales countries with Ipsen countries where Ipsen 30+ presence 100+ medicines are marketed Based on YTD 2022 total sales. Europe is defined as the E.U., the U.K., Iceland,
Slide 15: YTD 2022 total sales: favorable impact of FX rates +6.0%
YTD 2022 total sales: favorable impact of FX rates +6.0% YTD 2022 sales by currency Average EUR rate changes (YTD 2022 vs. YTD 2021) USD: 1.06 BRL: 5.46 CNY: 7.02 AUD: 1.50 TRY: 16.87 Other1 14% 14% 21% 11% 9% 5% 34% EUR CNY 4% GBP 5% -74% USD BRL CNY AUD TRY 36% USD 1. Includes AUD, BRL, CAD and ot
Slide 16: Oncology
Oncology Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint(s) Status Cabometyx Docetaxel CONTACT-01 Data anticipated 2L NSCLC 366 or OS Phase III Q4 2022 Cabometyx + atezolizumab NCT04471428 Second novel hormonal Cabometyx therapy (abiraterone and CONTACT-02 2L
Slide 17: Oncology
Oncology Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint(s) Status R/R FL: following at Tazverik least one prior Placebo + R2 SYMPHONY-1 systemic 540 or PFS Recruiting Phase III chemotherapy, Tazverik + R2 NCT04224493 immunotherapy, or chemoimmunotherapy Tazve
Slide 18: Rare Disease
Rare Disease Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint(s) Status Palovarotene - 5mg QD Palovarotene Regulatory decisions and upon flare-up, MOVE FOP Annualized change in anticipated: 107 20mg QD for 28 days, Phase III (chronic) new HO volume followed by
Slide 19: Neuroscience
Neuroscience Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint Status Recruitment Levodopa-induced Mesdopetam Change in average daily hours of completed dyskinesia in Mesdopetam or Phase IIb 156 ON-time1 without troublesome Parkinson’s placebo NCT04435431 dyskin
Slide 20: Thank you
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Slide 21: Investor relations contacts
Craig MARKS Vice President, Investor Relations +44 7564 349 193 craig.marks@ipsen.com Adrien DUPIN DE SAINT-CYR Investor Relations Manager +33 6 64 26 17 49 adrien.dupin.de.saint.cyr@ipsen.com 21
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