Astrazeneca Plc · LSE:AZN
Astrazeneca — 30th Annual J.P. Morgan Healthcare Conference (January 2012)
19 slides from Astrazeneca's conference presentation, Jan 11, 2012
Slide 1: 30th Annual J.P. Morgan Healthcare Conference
th 30 Annual J.P. Morgan g Healthcare Conference Simon Lowth Chief Financial Officer, AstraZeneca Januaryy 11,, 2012
Slide 2: Cautionary Statement Regarding Forward Looking Statements
Cautionary Statement Regarding Forward Looking Statements Forward-Looking In order to utilise the ‘Safe Harbor’ provisions of the United States Private Securities Litigation Reform Act of 1995, AstraZeneca is providing the following cautionary statement. This presentation contains forward-looking st
Slide 3: Today's agenda
Today’s agenda Our corporate strategy and performance The importance of partnering Why partner with us? 3 3
Slide 4: Our Strategy: Focused, innovation-driven, integrated, global biopharmaceutical business
Our Strategy: Focused, innovation-driven, integrated, global l b l biopharmaceutical bi h ti l business b i Health Connects Us All 4 4
Slide 5: Strong Financial Performance: 1999-2010
Strong Financial Performance: 1999-2010 CAGR Core EPS 15% C Core O Op P Profit fit 13% Revenue 7% 5 5
Slide 6: Significant cash return to shareholders while sustaining investment in future growth
Significant cash return to shareholders while sustaining t i i investment i t t in i future f t growth th Cash Generation and Allocation: 1999-2010 100.0 28 0 28.0 14.0 14.5 3.8 22.0 Div 17 7 17.7 SBB 3.7 2.2 Net Funds Pre-R&D Post-Tax Capex Acquisitions Other Shareholder Net Funds 1999 Post-Tax P t
Slide 7: Today's agenda
Today’s agenda Our corporate strategy and performance The importance of partnering Why partner with us? 7 7
Slide 8: The pipeline and partnering
Partnering “ “ The p pipeline p is the number-one priority and partnering will be a way of life going forward David Brennan, CEO 8 8
Slide 9: Partnering areas of interest
Partnering areas of interest Area CVGI Diabetes, obesity, atherosclerosis, hemostasis, gastrointestinal, regenerative medicine, bleeding disorders, and drug delivery technologies Oncology Lung, breast, prostate, and gastric cancer, haematological, malignancies, novel technologies and biomarkers. R&I
Slide 10: Building direct early access to our R&D
Building direct early access to our R&D Cardiovascular/ Oncology New Respiratory Infection CNS Science and PHC and EM & Asia Gastrointestinal Opportunities and and Pain Technology Biomarkers R&D Inflammation Discovery and Di d Late-stage L t t Early Development Development Innovative Medicines Units
Slide 11: The 5 R's: The criteria for R&D investment
The 5 R’s: The criteria for R&D investment • Link between target / disease Right target engagement • Predictive biomarkers Right tissue exposure • Bioavailability and tissue exposure • Human H PK/PD prediction di ti • Differentiating safety Right safety • Reactive metabolites • Scientific evidence i
Slide 12: Today's agenda
Today’s agenda Our corporate strategy and performance The importance of partnering Why partner with us? 12 12
Slide 13: Why partner with us?
Why partner with us? Exclusive focus on innovative Commercial success, pharmaceutical medicines underpinned by global reach Exceptional p commercial and R&D Commitment to partnering presence in emerging markets and Asia Alliance management continuity Expertise in biologics and small molecule through
Slide 14: Track record of successful partnerships
Track record of successful partnerships Phase II Phase III/ Launched/ Registration Approved (2010-2011) Cardiovascular & Brilinta/Brilique Brilique Brilinta Onglyza Europe US, CAN, Brazil Gastrointestinal Dapagliflozin China & other Nexium Axanum markets Japan Europe Kombiglyze XR Komboglyze US EU I
Slide 15: We are experienced in all areas of deal making
We are experienced in all areas of deal making Dynavax Abbott Regeneron Targacept Pozen Bayer Novartis Schering Guangdong Palatin Forest Nektar Eiger TargeGen Neoprobe Denics Beikang Rontag Rigel BMS Meditrina Celleron Atlantis Kudos CAT Merck Alcon Dainippon Medi Novexel In-Licence Sumitomo Columbi
Slide 16: Leading innovators in our sales and marketing approach
Leading innovators in our sales and marketing approach SALES REPRESENTATIVE INSIDE MEDICAL SERVICE TEAM INSIDE SALES DIGITAL 16 16
Slide 17: Strong growth in Emerging Markets
Strong growth in Emerging Markets Absolute 2004-10 AZ emerging markets sales by brand1 growth CAGR $5.2bn $3.3bn 18% $3.6bn $2.6bn $1.5bn 15% $1.9bn $1.9bn Small and $1.1bn mid-sized EMs $2.6bn $1.8bn 22% $1.7bn BRIC MT BRIC-MT $0 8b $0.8bn 2004 2007 2010 17 | 1 Actual exchange rate. Source: AZ inte
Slide 18: AstraZeneca will set the industry standard in RWE data, analytics, and insights
AstraZeneca will set the industry standard i RWE data, in d t analytics, l ti andd insights i i ht Real world evidence (RWE) uses observational studies, taking information outside off controlled t ll d trials t i l to t create t insights i i ht on diseases, di products, d t and d patient ti t popula
Slide 19: In summary...
In summary... We are a pure-play pure play biopharmaceutical company with a long term strategy to deliver innovation in healthcare and returns to our shareholders Partnering is a long-term long term commitment which is embedded in our organisation We W add dd value l to our partners’’ products
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