Innoviva, Inc. · NASDAQ:INVA
Innoviva — Investor Presentation (March 2016)
18 slides from Innoviva's investor presentation, Mar 8, 2016
Slide 1: Safe Harbor
Safe Harbor 2 ©2016 INNOVIVA This presentation contains certain "forward-looking" statements as that term is defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things, statements relating to goals, plans, objectives and future events. Innoviva intends such forward
Slide 2: Innoviva, Inc. - Investor Overview
Innoviva, Inc. - Investor Overview Bringing Compelling New Medicines to Patients in Areas of Unmet Need Access to large and growing global respiratory market: $20 billion annual sales1 Innovative product portfolio with differentiated features and therapeutic profiles Positioned to enhance capital re
Slide 3: Commercial Respiratory Products
Commercial Respiratory Products 4 ©2016 INNOVIVA ANORO® ELLIPTA® RELVAR®/BREO® ELLIPTA® First and only once-daily ICS/LABA in the U.S. 24 hours efficacy One inhalation once daily Easy-to-use ELLIPTA® inhaler In the U.S., indicated for COPD and for asthma in adults Outside of the U.S., indicated for
Slide 4: Significant Respiratory Market Opportunity
Significant Respiratory Market Opportunity 5 ©2016 INNOVIVA 4.6% CAGR 2012 - 2014 Revenue Long-Acting Bronchodilators Market growth primarily in COPD3 Market Growth Drivers4: Expansion of aging population Patients diagnosed earlier 70% of COPD cases occur in people aged 60 or older4 Medicare Part-D
Slide 5: Future Management of COPD
Future Management of COPD 6 ©2016 INNOVIVA COPD composed of diverse pool of patients with varying symptoms and severity RELVAR®/BREO® ELLIPTA® and ANORO® ELLIPTA® products aligned with evolving approach to management of COPD Treatments for All Stages of COPD Agusti A, Fabbri LM. Lancet Respir Med 2
Slide 6: Compliance in COPD Patients
Compliance in COPD Patients COPD patients with higher adherence experienced fewer hospitalizations and lower Medicare costs than those with lower adherence behavior3 Ongoing Salford Lung Studies aimed at identifying the effectiveness of once-a-day therapy with RELVAR®/BREO® ELLIPTA® versus standard
Slide 7: ELLIPTA – A Familiar and Easy To Use Inhaler
ELLIPTA® – A Familiar and Easy To Use Inhaler “Single-Step Dose Activation” Open Breathe in Close Simple, large font dose counter Same familiar inhaler for all patients 8 ©2016 INNOVIVA * These programs, partnered with GSK, will be held & managed by a limited liability company subsidiary of Innoviva
Slide 8: Weekly BREO ELLIPTA Rx Volume by Type
Weekly BREO® ELLIPTA® Rx Volume by Type 9 ©2016 INNOVIVA 49% of BREO® Prescriptions in the week ending 2/19/2016 were New Prescriptions (NRx) BREO TRx out-performed the LABA/ICS market in average compound weekly growth by 2.5% since Asthma launch (May 2015) Source: This information is an estimate de
Slide 9: Weekly ANORO ELLIPTA Rx Volume by Type
Weekly ANORO® ELLIPTA® Rx Volume by Type 10 ©2016 INNOVIVA 47% of ANORO® Prescriptions in the week ending 2/19/2016 were New Prescriptions (NRx) Source: This information is an estimate derived from the use of information under license from the following IMS Health Inc. information service: National
Slide 10: GSK Respiratory Partnership
GSK Respiratory Partnership RELVAR®/BREO® ELLIPTA® GSK pays 15% royalty on first $3.0B of annual global net sales; 5% for all annual global net sales above $3.0B ANORO® ELLIPTA® and Closed Triple GSK pays upward tiering of 6.5% to 10% royalties on annual global net sales1 11 ©2016 INNOVIVA 1. Sales
Slide 11: Quarterly Royalties Earned
Quarterly Royalties Earned RELVAR®/BREO® ELLIPTA® Launched in 45 countries 356% YoY growth in royalties earned between 2014 and 2015 ANORO® ELLIPTA® Launched in 38 countries 432% YoY growth in royalties earned between 2014 and 2015 12 ©2016 INNOVIVA 42% CAGR in total royalties earned in the last six
Slide 12: Significant Future Growth Opportunity
Significant Future Growth Opportunity 13 ©2016 INNOVIVA POTENTIAL GROWTH OPPORTUNITY Continued Product Launches / Enhanced Launch Activities / Improved Patient Access Asthma indication in the U.S. approved by FDA April 30, 2015 Commercial launch in May 2015, Asthma DTC Initiated in Q4 2015 Salford L
Slide 13: Corporate Priorities
Corporate Priorities 3 ©2016 INNOVIVA Highly Focused Strategy & Execution Maximizing value of GSK partnered assets BREO Asthma DTC campaign launched in Q4 2015 BREO TRx out-performing LABA/ICS market since Asthma launch ANORO Weekly TRx grew by more than 2.6x since beginning of 2015 Maintaining a lo
Slide 14: Innoviva, Inc. - Investor Overview
Innoviva, Inc. - Investor Overview Bringing Compelling New Medicines to Patients in Areas of Unmet Need Access to large and growing global respiratory market: $20 billion annual sales1 Innovative product portfolio with differentiated features and therapeutic profiles Positioned to enhance capital re
Slide 15: Innoviva, Inc. - Investor Overview
Innoviva, Inc. - Investor Overview Bringing Compelling New Medicines to Patients in Areas of Unmet Need RELVAR°IBREO® Sl), * Approved for COPD/Asthma, launched in 45 countries ELLIPTA® + 356% YoY growth in Global Net Sales between 2014 and 2015. ANORO® + Approved for COPD, launched in 38 countries E
Slide 16: RELVAR/BREO ELLIPTA Important Safety Information (U.S.)
RELVAR®/BREO® ELLIPTA® Important Safety Information (U.S.) The following ISI is based on the Highlights section of the US Prescribing Information for Breo Ellipta Please consult the full Prescribing Information for all the labelled safety information for Breo Ellipta. Long-acting beta2-adrenergic ag
Slide 17: ANORO ELLIPTA Important Safety Information (U.S.)
ANORO® ELLIPTA® Important Safety Information (U.S.) The following Important Safety Information (ISI) is based on the Highlights section of the Prescribing Information for Anoro Ellipta. Please consult the full Prescribing Information for all the labeled safety information for Anoro Ellipta. Long-act
Slide 18: ANORO ELLIPTA Important Safety Information (U.S.)
ANORO® ELLIPTA® Important Safety Information (U.S.) i)