Gsk Plc · LSE:GSK
Gsk — J.P. Morgan Conference 2017
20 slides from Gsk's conference presentation, Jan 10, 2017
Slide 1: Patrick Vallance, President R&D GSK
Patrick Vallance President R&D GSK J.P. Morgan Conference – 10 January 2017
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation contains statements that are, or may be deemed to be, “forward-looking statements”. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by
Slide 3: R&D Strategy: Reliable fill & flow with greater novelty and improved return on investment
R&D Strategy: Reliable fill & flow with greater novelty and improved return on investment Accelerate Focus where science Improve balance Reduce Acute fixed cost Discovery output is innovative internal vs external complicated and improve ROI infectious diseases • Now have 30 DPUs, of which • 80% of N
Slide 4: R&D driving growth and returns to shareholders
R&D driving growth and returns to shareholders 25% of pharmaceutical sales from Annual sales from 11 new products* new pharma products in Q3 2016 2016 pipeline progress: ≥£6bn sales achievable Filed 4 assets for regulatory approval as early as Closed Benlysta sirukumab Shingrix 2018 triple SC RA £3
Slide 5: R&D Strategy: focused on therapy areas
R&D Strategy: focused on 6 therapy areas HIV / Infectious Respiratory Vaccines Diseases Immuno– Oncology Rare Inflammation Diseases 5
Slide 6: Amongst integrase inhibitors, dolutegravir stands out
HIV Amongst integrase inhibitors, dolutegravir stands out Unique product characteristics Unprecedented and unmatched clinical trial results in HIV Rapid and potent antiviral activity Vs. Vs. Vs. Vs. Drug-Drug interactions (DDIs) High barrier to resistance efavirenz efavirenz efavirenz efavirenz ra
Slide 7: Innovative pipeline addressing unmet patient needs
HIV Innovative pipeline addressing unmet patient needs Search for Prevention remission cabotegravir long-acting: PhIII underway and cure Long-acting treatment regimens cabotegravir + rilpivirine: PhIII underway New MOA Attachment inhibitor Dolutegravir-based regimens Maturation inhibitors Tivicay an
Slide 8: Portfolio of once-a-day, easy-to-use Ellipta inhalers
Respiratory Portfolio of once-a-day, easy-to-use Ellipta inhalers Strong commercial performance; closed triple filed 20% NBRx Breo Closed triple: US ICS/LABA market 15% NRx • Filed in US and EU for COPD in Q4 2016 10% TRx 10 month review expected in US 5% • FULFIL data demonstrated superiority vs
Slide 9: Nucala launch off to a strong start
Respiratory Nucala launch off to a strong start Additional data and indications expected to drive further growth Nucala global sales* Pipeline update: • COSMOS study† on positive long term safety and efficacy of Nucala presented at AAAAI • JACI publication˄ showing hospitalisations and ER visits hal
Slide 10: Mepolizumab data in eosinophilic lung disease (EGPA)
Respiratory Mepolizumab data in eosinophilic lung disease (EGPA) Phase III data supports 2017 filing Co-primary endpoints mepolizumab placebo p value Accrued duration of remission 19/68 (28%) 2/68 (3%) p<0.001 Remission at wk 36 and 48 22/68 (32%) 2/68 (3%) p<0.001 Secondary endpoints mepolizumab pl
Slide 11: Next generation respiratory medicines
Respiratory Next generation respiratory medicines Subdivision of severe asthma patients Phenotypically distinct patients: anti-IL33r – PhIIa start 2017 Extended pharmacology: anti-IL5 mAb – PhIII start 2018 Disease modification in COPD Inhaled PI3Kδ inhibitor – PhIIb start 2017 mepolizumab – file 20
Slide 12: Pipeline progression in two promising new mechanisms of action
Respiratory Pipeline progression in two promising new mechanisms of action Oral danirixin Inhaled PI3Kδ inhibitor Real-time data demonstrate improvement of symptoms with danirixin in symptomatic COPD (frequent exacerbators) Directionality of neutrophil migration is aberrant in COPD 2 patients and co
Slide 13: Deep pipeline in Immuno-Inflammation
Immuno-Inflammation Deep pipeline in Immuno-Inflammation macrophage Targeted Biologicals Targeted Small Molecules neutrophil • Benlysta • • RIP1 GSK Pipeline sirukumab • Anti-GM-CSF • I-BET stromal cell • Anti-IL-7 • Anti-LAG3 • Anti-CCL20 • Anti-OSM Targeting Resistant Early Intervention & T cell D
Slide 14: Benlysta: extensive ongoing development
Immuno-Inflammation Benlysta: extensive ongoing development The only medicine approved to treat SLE in over 50 years • Only medicine to treat SLE* to have succeeded in PhIII Real world studies reinforce effectiveness Three other medicines have recently failed through strong patient response 100 •
Slide 15: GSK'165: potential first in class anti-GM-CSF
Immuno-Inflammation GSK’165: potential first in class anti-GM-CSF Granulocyte-macrophage colony stimulating factor (GM-CSF) for RA and hand OA • Activated macrophages abundantly expressed in early RA % EULAR good/moderate response at synovial tissue 4 weeks: Rapid onset of action* 80 PhIb/IIa study
Slide 16: GSK'772: oral anti-inflammatory RIP-1 kinase inhibitor
Immuno-Inflammation GSK’772: oral anti-inflammatory RIP-1 kinase inhibitor with potential for psoriasis, RA and ulcerative colitis PhIIa readouts 2017/18: • Psoriasis • RA TNF-independent pathways that cause disease Kinome plot RIP1i Apoptosis Necroptosis Cytokine Production GSK2982772 - most select
Slide 17: Multiple pipeline opportunities in oncology
Oncology Multiple pipeline opportunities in oncology Immuno-Oncology Epigenetics EZH2 PRMT5 OX-40 Inhibitor Inhibitor Agonist PD1 BET MTD 2016 Ph I start Q2’16 combination Inhibitor Combo start Q3’16 LSD1 study start Inhibitor & single agent efficacy data ICOS across indications TLR-4 Agonist RP2D i
Slide 18: GSK'916: Anti-BCMA-ADC, potential first-in-class
Oncology GSK’916: Anti-BCMA-ADC, potential first-in-class next generation therapy for multiple myeloma • Cell Maturation Antigen All doses: ORR = 8/30* (27%; 95% CI: 12.3%, 45.9%) At >Ph2 dose 3.4 mg/kg: ORR= 6/9 (66.7%; 95% CI: 0.29, 0.92%) • Antibody Drug Conjugate (ADC) with MMAF (auristatin deri
Slide 19: Building capabilities in diseases with clear unmet need
Rare Diseases Building capabilities in diseases with clear unmet need Cell and Gene Therapy Beta-globin transfusion requirement Yearly ml/kg for each patient Strimvelis for ADA SCID – first approved ex-vivo stem cell gene therapy Pipeline of diseases and approaches: • MLD • NY ESO • WAS • Next gen C
Slide 20: Intense period of R&D activity with multiple milestones
Intense period of R&D activity with multiple milestones Expected Phase III starts by end 2018 include: Important clinical readouts by end 2018 inc: daprodustat for anemia (started Q4 16) Between 20-30 assets inc oncology & immuno-inflam. cabotegravir + rilpivirine in HIV treatment (started Q4 16) me