Novo Nordisk A/s Class B · OMXCOP:NOVO_B
Novo Nordisk A/s Class B — Investor Day (March 2024)
10 slides from Novo Nordisk A/s Class B's investor day presentation, Mar 7, 2024
Slide 1: Region China Break-out session
Novo Nordisk® Break-out session Region China Mike Doustdar EVP International Operations Christine Zhou Xiaping SVP Region China 7 MARCH REN YANXIA Ren lives with type 2 diabetes China
Slide 2: Forward-looking statements
2 Region China Break-out session Novo Nordisk® Forward-looking statements Novo Nordisk’s reports filed with or furnished to the US Securities and Exchange Commission (SEC), including the statutory Annual Report 2023 and Form 20-F, which both were filed with the SEC in January 2024 in continuation of
Slide 3: China is a large and growing market with high unmet needs in diabetes and obesity
3 Region China Break-out session Novo Nordisk® China is a large and growing market with high unmet needs in diabetes and obesity People living with diabetes and obesity in China Type 2 diabetes unmet need in China in 2021 Million people +161% Million people 500 479 200 400 141 +24% 300 274 100 200 1
Slide 4: Region China remains a key market for Novo Nordisk and the established presence offers growth opportunities
4 Region China Break-out session Novo Nordisk® Region China remains a key market for Novo Nordisk and the established presence offers growth opportunities Region China is the largest market within IO Novo Nordisk Region China sales VBP implementation DKK billion initiated 20 17% Region China 12% 11%
Slide 5: Novo Nordisk has been committed to Region China since 1994
5 Region China Break-out session Novo Nordisk® Novo Nordisk has been committed to Region China since 1994 A strong full value chain presence for 30 years Research Research Production Commercial Commercial Novo Nordisk Novo Nordisk Novo Nordisk (Shanghai) Research Center China Production Site Tianjin
Slide 6: Despite implementation of insulin volume-based procurement, Novo Nordisk remains value market leader in insulin
6 Region China Break-out session Novo Nordisk® Despite implementation of insulin volume-based procurement, Novo Nordisk remains value market leader in insulin Insulin market value vs volume development Value market share development Outcome of insulin VBP DKK billion Million units Market share • Tot
Slide 7: Accelerated growth of GLP-1 franchise in Region China is driven by innovation
7 Region China Break-out session Novo Nordisk® Accelerated growth of GLP-1 franchise in Region China is driven by innovation Ozempic® sales uptake since launch in 2021 Only a fraction of estimated diabetes prescriptions are GLP-1s Ozempic® GLP-1 DKK billion market share 10 60% 54% GLP-1 prescription
Slide 8: Wegovy launch is expected to address the high unmet need for anti-obesity medications in Region China
8 Region China Break-out session Novo Nordisk® Wegovy® launch is expected to address the high unmet need for anti-obesity medications in Region China High unmet need for anti-obesity medications in mainland China Wegovy® launch expected to be out-of-pocket initially Million people 200 2024 184 Expec
Slide 9: Novo Nordisk has a clear strategy to continue growth and expand market leadership in Region China
9 Region China Break-out session Novo Nordisk® Novo Nordisk has a clear strategy to continue growth and expand market leadership in Region China Critical success factors in WIN+2030 strategy Region China remains a key market with significant growth potential Policy shaping with focus on sustainable
Slide 10: Closing remarks
Novo Nordisk® Closing remarks China is a growing and strategically important market for Novo Nordisk Novo Nordisk has a long-standing presence in China with a broad portfolio that supports unmet needs across multiple therapeutic categories The GLP-1 treatments in diabetes and obesity are expected to