Slide 1: Oddo BHF Forum 2023
Bring The full potential of our innovative medicines to patients Build Oddo BHF Forum A high-value sustainable pipeline 2023 Deliver Efficiencies to enable targeted investment & growth Boost Focus. Together. A culture of collaboration & excellence For patients & society 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: The Ipsen strategy
Maximize brands Strengthen pipeline The Ipsen strategy Drive efficiencies Focus on culture 3
Slide 4: The Ipsen investment case
The Ipsen investment case Entire focus Strong balance Expanding on Specialty sheet and cash pipeline External- Care Global generation innovation footprint strategy A good mix of €2.2bn of Opportunities for new molecules firepower1 further growth for external innovation across the three A well-balanc
Slide 5: A future focused on Specialty Care
A future focused on Specialty Care Consumer HealthCare divested last year To be a leading global, mid-sized biopharmaceutical Our vision company with a focus on transformative medicines in Oncology, Rare Disease and Neuroscience ONCOLOGY RARE DISEASE NEUROSCIENCE Strengthening Expanding Excelling an
Slide 6: Growth platforms: September YTD 2022 sales
September year to date 2022: sales increased by 9.5% Growth platforms up by 20.8% €m Motor muscular disorders Neuroscience 400 +24.8% Medical aesthetics P L AT F O R M S GROWTH Advanced metastatic Oncology 396 +15.6% prostate cancer RCC: monotherapy and Oncology 328 + 24.1% in combination Oncology M
Slide 7: A strong platform for sustainable growth
A strong platform for sustainable growth T O TA L S A L E S Drive performance of growth platforms External innovation Somatuline Transition Somatuline post-SSA competition entry Growth platforms Accelerate growth with external TIME innovation SSA: somatostatin analogue. 7
Slide 8: Consistent execution of the external-innovation strategy
Consistent execution of the external-innovation strategy 16 assets in the last 18 months O N C O L O G Y: 1 2 a s s e t s R AR E D IS E AS E: 1 as s et Elafibranor Tazverik ERK-inhibitor METTL3 Epizyme AGV Discovery Accent GENFIT Therapeutics Phase III Approved Preclinical Preclinical NEUROSCIENCE:
Slide 9: Expanding the portfolio and pipeline
Expanding the portfolio and pipeline Acquisition of Epizyme Tazverik U.S. on-market compound with good patent life leveraging Ipsen’s existing in-market presence Compelling clinical data at ASCO with potential for new indications $150-250m sales based on current indication and $800m of peak sa
Slide 10: 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 Longer-acting neurotoxin CABOMETYX + ATEZO
Slide 11: Pipeline: H1 major milestones
Pipeline: H1 major milestones Palovarotene: FOP Regulatory decisions1 - U.S., E.U. Mesdopetam: PD-LID Phase IIb data readout Elafibranor: 2L PBC Phase III data readout 1. Assumed timeline. FOP: fibrodysplasia ossificans progressiva; PD-LID: Parkinson’s disease - levodopa-induced dyskinesia; 2L: seco
Slide 12: Conclusion
Conclusion Successfully executing on our strategy FOCUSING ON DELIVERING ADVANCING EXTERNAL STRONG RESULTS THE PIPELINE INNOVATION Strong progress on the Significant Number of assets four strategic pillars firepower and trials Growth platforms 16 assets Opportunities across the performing well in 18
Slide 13: Oddo BHF Forum
Bring The full potential of our innovative medicines to patients Build Oddo BHF Forum A high-value sustainable pipeline 2023 Deliver Efficiencies to enable targeted investment & growth Boost Focus. Together. A culture of collaboration & excellence For patients & society 13
Slide 14: Appendix
APPENDIX 14
Slide 15: Oncology: key ongoing clinical-trial highlights
Oncology Key ongoing clinical-trial highlights Trial Population Patients Design Primary endpoint(s) Status Cabometyx Docetaxel CONTACT-01 2L NSCLC 366 or OS Primary endpoint not met Phase III Cabometyx + atezolizumab NCT04471428 Second novel hormonal Cabometyx therapy (abiraterone and CONTACT-02 2L
Slide 16: Oncology: key ongoing clinical-trial highlights
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 17: Rare Disease: key ongoing clinical-trial highlights
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 18: Neuroscience: key ongoing clinical-trial highlights
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 19: Thank you
THANK YOU 19
Slide 20: Investor Relations contacts
Craig MARKS Adrien DUPIN DE SAINT-CYR Vice President, Investor Relations Investor Relations Manager +44 7564 349 193 +33 6 64 26 17 49 craig.marks@ipsen.com adrien.dupin.de.saint.cyr@ipsen.com 20
Slide 21: Follow us
Follow us www.ipsen.com rd ’ 9 Fine = YY = e -— Ch SSS SS 8