Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — Shareholder Meeting (November 2021)
11 slides from Mayne Pharma's shareholder meeting presentation, Nov 23, 2021
Slide 1: Mayne Pharma Group Limited Annual General Meeting
Mayne Pharma Group Limited Annual General Meeting 9.00am (Melbourne time) 23 November 2021
Slide 2: Introduction
Introduction Frank Condella Ian Scholes Dr Carolyn Myers Nancy Dolan Chair Deputy Chair Non-Executive Director Non-Executive Director Scott Richards Peter Paltoglou Patrick Blake Prof Bruce Robinson CEO CFO Non-Executive Director Non-Executive Director 2
Slide 3: Agenda
Agenda 1. Chair’s Address 2. CEO’s Address 3. Formal Business 4. Closing 3
Slide 4: Chair's Address
Chair’s Address Frank Condella
Slide 5: NEXTSTELLIS contraceptive is our most significant growth opportunity
NEXTSTELLIS® contraceptive is our most significant growth opportunity 5
Slide 6: Our key strategic priorities
Our key strategic priorities Women’s health Dermatology US Contract Services International ● Successful commercialisation of ● Broaden dermatology offering ● Invest in broader capabilities ● Establish dermatology and NEXTSTELLIS® to patients and prescribers (eg. high potent) and capacity women’s hea
Slide 7: FY21 overview
FY21 overview ● Reported revenue of A$401m, down 12% (down 3% on constant currency) ● Reported EBITDA of A$66m, down 14% (down 5% constant currency) ● Underlying EBITDA (excl. NEXTSTELLIS® set up costs) A$75m (down 10% constant currency) ● Reported net loss after tax of A$(208)m driven by asset impa
Slide 8: CEO's Address
CEO’s Address Scott Richards
Slide 9: NEXTSTELLIS launch continues to gain momentum
NEXTSTELLIS® launch continues to gain momentum ● >50,000 interactions with healthcare providers (HCPs) including >5,000 education lunches ● Sales team reached >6,000 HCPs and 70% of top prescriber targets HCP engagement ● NEXTSTELLIS® awareness amongst targeted HCPs is ~68% from a baseline of 2% at
Slide 10: NEXTSTELLIS key performance metrics
NEXTSTELLIS® key performance metrics NEXTSTELLIS® weekly performance metrics NEXTSTELLIS® writers 450 800 400 700 350 600 300 500 250 400 200 300 150 200 100 100 50 0 0 11-Jun-21 11-Jul-21 11-Aug-21 11-Sep-21 11-Oct-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Total prescriptions (TRx) New Prescriptions (N
Slide 11: US pharma market themes / challenges
US pharma market themes / challenges Patient Prescriber • Rising costs • Less choice in patient treatment • Quality of insurance coverage • Greater administration US pharma Pharmacy market Manufacturer / Supplier • Price deflation • Purchasing alliances • Reduced profitability and • Amazon and cash
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