Slide 1: Q1 2022 sales update
Q1 2022 sales update 27 April 2022
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: Speakers
Speakers For Q&A David Loew Aymeric Le Chatelier Chief Executive Officer Chief Financial Officer 3
Slide 4: Agenda
Agenda 1 Q1 overview 2 Full-year guidance 3 Conclusion 4 Questions 4
Slide 5: Q1 headlines
Q1 headlines Total sales Palovarotene regulatory update • Q1 2022: +9.6% to €688m • Anticipated U.S. FDA resubmission • In line with our expectations in H1 2022 Ukraine and Russia Consumer HealthCare • Ensuring the safety of colleagues • Closing of the transaction expected and the continuity of supp
Slide 6: Q1 sales summary: Somatuline
Q1 sales summary Somatuline: flat sales of €286m, -0.7% NORTH AMERICA EUROPE REST OF WORLD €152m €106m €29m -6.9% +0.4% +39.3% Demand growth driven Effects from the launch Favorable shipment by market-share gains of generic lanreotide in phasing from sales to Germany & the Nordics partner in Japan A
Slide 7: Q1 sales summary: growth platform of key medicines
Q1 sales summary Double-digit performances from growth platform of key medicines €129m: +19.0% • Continued market-share gains in Europe, primarily in France and Italy • Strong volume growth in China including favorable inventories €99m: +18.5% • Strong volumes across most geographies driven by RCC •
Slide 8: Building a sustainable pipeline
Building a sustainable pipeline Phase I Phase II Phase III Registration Cabometyx + atezolizumab IPN60130 Cabometyx + atezolizumab Cabometyx Solid tumors FOP 2L NSCLC1 2L RR DTC3 IPN59011 mesdopetam Cabometyx + atezolizumab palovarotene Longer-acting neurotoxin PD-LID 2L mCRPC2 FOP Ax IPN10200 Onivy
Slide 9: Confirmation of full-year 2022 guidance
Confirmation of full-year 2022 guidance Continued top-line growth and a robust core operating margin Total-sales growth greater than 2.0% at constant exchange rates Expected favorable impact of around 2% from currencies, based on the level of exchange rates in Q1 2022 Core operating margin greater t
Slide 10: Conclusion
Conclusion Total-sales growth greater than 2.0% at constant exchange rates Delivery of Focus Focus Full-year 2022 guidance strong Q1 sales growth on the pipeline on culture confirmed In line with our expectations Regulatory resubmission of Assumes a more competitive Core Somatuline impacted in opera
Slide 11: Questions
Liu Gang Beijing, China Questions Living with acromegaly © Ipsen 2019 © Ipsen Gilles Sabrié 2020 // Matthew CAPA / CAPA Bender/ Pictures Pictures
Slide 12: Appendix
Appendix 12 © Ipsen 2019 / Adam Wiseman/ CAPA Pictures
Slide 13: Q1 2022 total sales by medicine
Q1 2022 total sales by medicine €688m €m +9.6% -0.7% Oncology Neuroscience 286 +19.0% +15.2% +18.5% 129 118 +40.9% 99 -9.0% 40 15 Somatuline Decapeptyl Dysport Cabometyx Onivyde Other All growth rates in this presentation are at constant exchange rates. Due to rounding, the sum of values shown does
Slide 14: Q1 2022 total sales: favorable impact of FX rates +2.9%
Q1 2022 total sales: favorable impact of FX rates +2.9% Q1 2022 sales by currency Average EUR rate changes (Q1 2022 vs. Q1 2021) 7% 9% 11% 4% (RUB: 100.31) (TRY: 15.66) Other1 (USD:1.12) (CNY: 7.12) (BRL: 5.88) (GBP: 0.84) -12% 17% EUR RUB CNY 4% 3% 36% GBP 5% 35% -76% USD CNY BRL GBP RUB TRY USD 14
Slide 15: Oncology: key ongoing clinical-trial highlights
Oncology Key ongoing clinical-trial highlights Trial Population Patients Design Endpoints Status Cabometyx Placebo COSMIC-311 CHMP positive opinion in 2L RR DTC 300 or Primary: PFS, ORR Phase III Q1 2022 Cabometyx NCT03690388 Cabometyx Docetaxel Primary: OS Data readout CONTACT-01 or 2L NSCLC 350 Se
Slide 16: Oncology: key ongoing clinical-trial highlights
Oncology Key ongoing clinical-trial highlights Trial Population Patients Design Endpoints Status Primary: maximum tolerated Cabometyx Cabometyx + dose / recommended dose, Recruitment Phase Ib Solid tumors 1,732 atezolizumab ORR completed NCT03170960 Secondary: safety Onivyde Topotecan Primary: OS Da
Slide 17: Rare Disease: key ongoing clinical-trial highlights
Rare Disease Key ongoing clinical-trial highlights Trial Population Patients Design Endpoints Status Regulatory Primary: annualized change in resubmission (US) Palovarotene - 5mg QD Palovarotene new HO volume anticipated in and upon flare-up, MOVE FOP Secondary: subjects with new HO, H1 2022 107 20m
Slide 18: Neuroscience: key ongoing clinical-trial highlights
Neuroscience Key ongoing clinical-trial highlights Trial Population Patients Design Endpoints Status Levodopa-induced Mesdopetam Change in average daily hours of Data readout dyskinesia in Mesdopetam or Phase IIb 140 ON-time1 without troublesome anticipated in Parkinson’s placebo NCT04435431 dyskine
Slide 19: Craig Marks, Adrien Dupin de Saint-Cyr
Craig Marks Vice President, Investor Relations +44 7564 349 193 craig.marks@ipsen.com Adrien Dupin de Saint-Cyr Investor Relations Manager +33 6 64 26 17 49 adrien.dupin.de.saint.cyr@ipsen.com 19
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