Slide 1: Emerging Markets/Japan: Strength in global presence
Emerging Markets/Japan Strength in global presence Mark Mallon, Executive Vice President, International
Slide 2: Improvement outside China
Improvement outside China China 23% 22% 23% 20% 21% 21% 21% 21% 13% 12% 13% Q1 12 Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 Q3 14 Emerging Markets outside China 10% 9% 5% 5% 3% 2% 2% 1% 0% -2% -3% Q1 12 Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 Q3 14 -1% +4% +6% Sales growth
Slide 3: Continued growth opportunities ahead
Continued growth opportunities ahead Segment value EM CAGR% Disease areas 2013* 2009–2013** Products Diabetes*** $4.3bn +15.1 % ACS and stroke $2.3bn +11.4% Asthma / COPD $3.6bn +12.1% Hyperlipidaemia $4.4bn +13.9% Notes: * Based on selected IMS ATC in defined EM ** CAGR% at CER *** Excludes insulin
Slide 4: Then and Now - Medical Science Liaisons (MSLs)
Then and Now - Medical Science Liaisons (MSLs) 410 MSLs in International 140 by year-end MSLs in International NOW THEN 4 – Emerging Markets/Japan
Slide 5: Then and Now - opinion leaders
Then and Now - opinion leaders 9181 1000+ Opinion leaders Opinion leaders for International Brilinta, Diabetes & Respiratory NOW THEN 5 – Emerging Markets/Japan
Slide 6: Then and Now
Then and Now International has 213 ongoing Externally Sponsored Research Programmes Set a strategic priority to achieve scientific leadership International and Japan kick off I-DISCOVER study NOW THEN 6 – Emerging Markets/Japan
Slide 7: China: AstraZeneca #2 multi-national company
China: AstraZeneca #2 multi-national company 5,694 4,938 +22% • Largest MNC sales force 3,650 +18% • Hospital coverage up ~40% 3,064 +16% 2,809 +16% • 73 clinical development 1.7 projects 1.4 1.1 • Taizhou manufacturing 0.9 0.8 site opened; 4.5bn tablets in 2018 2010 2011 2012 2013 2014 Sep YTD Sep
Slide 8: China: Continued market outperformance
China: Continued market outperformance Hospital market sales growth (MAT) 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% Total China LOCAL MNC AZ Source: IMS 8 – Emerging Markets/Japan
Slide 9: Russia: Returned to double digit growth rate
Russia: Returned to double digit growth rate Sales growth at CER (MAT) 15% 14% 13% • Fastest growing MNC in retail segment • Patient affordability 9% programmes across 27 8% regions • 550 clinical trial sites in 4% 37 cities • Manufacturing plant opening late 2015 1% Mar-13 Jun-13 Sep-13 Dec-13 Mar-
Slide 10: Brazil: Returned to growth
Brazil: Returned to growth 20.0% Retail market sales growth (MAT) 15.0% 10.0% 5.0% 0.0% -5.0% Total Brazil AstraZeneca Reference Source: IMS 10 – Emerging Markets/Japan
Slide 11: Brazil: Strong launch capabilities in Emerging Markets
Brazil: Strong launch capabilities in Emerging Markets Market share uptake vs. competitor Launch uptake units (+000) 3,0 2.8 28 26 2,5 24 22 OAP DOT mkt. share 20 2,0 18 Units K 16 1,5 14 12 1.0 1,0 10 8 6 0,5 4 2 0,0 0 M01 M12 M24 M36 M01 M06 M12 Brilinta Competitor prasugrel Comp Onglyza Forxiga C
Slide 12: Japan
Japan
Slide 13: Japan: Success in primary care drives increasing market share
Japan: Success in primary care drives increasing market share Key brand value market share (%) Japan market company rankings 2012 2013 2014 / 7 YTD 42% 1 Pfizer Pfizer Pfizer #11 brand 2 Takeda Takeda Takeda by growth 39% 3 D.S D.S D.S 32% 4 MSD MSD Chugai 5 Chugai Chugai MSD 6 Novartis Novartis Nov
Slide 14: Japan: Established in oncology; rapidly growing primary care
Japan: Established in oncology; rapidly growing primary care Top brands by sales YTD 9M 2014 Growth CER Partner Oncology 552 -13% Crestor 373 +4% Nexium 302 +66% Symbicort 151 +47% 14 – Emerging Markets/Japan
Slide 15: Japan: Preparing for first new oncology product; AZD9291
Japan: Preparing for first new oncology product; AZD9291 EGFR mutation rate (exon 19-21) First line prescription share NSCLC patients EGFR mutation positive NSCLC ~32% Iressa 53% pemetrexed 18% ~15% erlotinib 17% bevacizumab 7% afatinib 1% East Asians Non-Asians Source: Mitsudomi T, Cancer Sci 98:18
Slide 16: Summary
Summary Continued strong growth Diversified commercial presence Geographies and products (legacy/new) Commercial and scientific capabilities expanding 16 – Emerging Markets/Japan
Slide 17: Q&A
Q&A Pascal Soriot, moderator Luke Miels Mark Mallon James Ward-Lilley Fouzia Laghrissi Thode Tom Keith-Roach Mondher Mahjoubi