Perrigo Company Plc · NYSE:PRGO
Perrigo — Shareholder Meeting (October 2007)
12 slides from Perrigo's shareholder meeting presentation, Oct 30, 2007
Slide 1: 2007 Annual Meeting of Shareholders
2007 Annual Meeting of Shareholders October 30, 2007 W E L C O M E T O
Slide 2: Safe Harbor Statement
Note: Certain statements in this presentation are "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are subject to the safe harbor created thereby. These statements relate to future events or the Company's future financial performa
Slide 3: Net Sales and Earnings (Adjusted Operating Basis)
Diluted EPS $0.81 $0.83 $0.89 Shares O/S 77.3 94.1 93.8 Net Sales and Earnings (Adjusted Operating Basis) 2005 2006 2007 Net Sales 1024 1337 1447 - Net income 63 78 83 3 Yr CAGR 3 Yr CAGR NS 18.9% NI 15.2% EPS 4.6% ($ millions) Reconciliation to GAAP results provided at www.perrigo.com/invest
Slide 4: 2007: A Year of Transition
2007: A Year of Transition Achieved record sales for the year - $1.45 billion Another strong new product launch year - $77 million Invested in R&D - $66 million Continuing to diversify our portfolio Cough/cold sales account for 12% of total Improved our balance sheet - Cash flow ~ $130 million
Slide 5: 2007: A Year of Transition - CEO retirement
2007: A Year of Transition The retirement of Dave Gibbons as President and CEO Instrumental in making Perrigo a truly global company Stock appreciated 300% during his tenure Continued leadership on the Board of Directors
Slide 6: Continuing to build the Team
Continuing to build the Team - recent changes / additions CFO CIO Global Quality Team Global Operations leadership Generic RX leadership Investor Relations leadership Corporate Controller 2007: A Year of Transition
Slide 7: § 3s E é $140 $130 $120 $110 $100 new Jones Peer Average —sar
8 3 § 3s E é $140 $130 $120 $110 $100 0 new Jones Peer Average —sar 600 —rroo
Slide 8: Perrigo: 08 And Beyond
The Right Place The Right Time The Right Company Perrigo: 2008 And Beyond
Slide 9: Perrigo: 2008 And Beyond - The Right Place
Store Brand OTC Leadership Generic Rx Topicals Leadership HEALTHCARE COSTS AGING POPULATION Perrigo: 2008 And Beyond The Right Place
Slide 10: Significant New Product Opportunities
Significant New Product Opportunities $10B Rx to OTC Switch Store Brand Competitor Quality Issues Unprecedented New Product Pipeline - Coated Nicotine Gum - Cetirizine tablets and liquid - Famotidine Complete - Clobetasol Foam - Ciclopirox solution - Omeprazole Perrigo: 2008 And Beyond The Right Tim
Slide 11: Perrigo: 2008 And Beyond - The Right Company
Offer our customers The Quality they demand Perrigo: 2008 And Beyond The Right Company The Customer Service they deserve The Innovative Products they expect From People they can depend on
Slide 12: Meeting the World's Growing Need for Quality, Affordable Healthcare Products
Meeting the World's Growing Need for Quality, Affordable Healthcare Products